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Ishares 0-1 Year Treasury BO (SHV)

CUSIP: 464288679 | NYSE | 1992 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock Portfolio Management LLC16,189,9007.8%New 5%+ stakeSep 30, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC16,189,900
7.8% of class · Sep 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Assetmark, Inc3,267,462
0.6% of portfolio›$360.5M
Wealth Enhancement Advisory Services, LLC1,090,591
0.2% of portfolio›$120.1M
Trust Co890,208
8.5% of portfolio›$98.2M
Americana Partners, LLC740,633
1.7% of portfolio›$81.7M
Townsend & Associates, Inc675,862
6.3% of portfolio›$74.5M
Oakworth Capital, Inc.626,853
3.3% of portfolio›$69.2M
White Lighthouse Investment Management Inc.600,216
8.0% of portfolio›$66.2M
Truist Financial Corp597,757
0.1% of portfolio›$65.9M
Cynosure Group, LLC538,140
8.4% of portfolio›$59.4M
Marks Wealth, LLC494,949
11.9% of portfolio›$54.6M
Commonwealth Equity Services, LLC410,515
0.1% of portfolio›$45.3M
Able Wealth Management LLC395,260
9.6% of portfolio›$43.5M
A&I Financial Services, LLC389,898
18.2% of portfolio›$43.0M
Financial Consulate, Inc353,376
4.3% of portfolio›$39.0M
Oppenheimer & Co Inc306,533
0.4% of portfolio›$33.8M
Park Avenue Securities LLC270,751
0.0% of portfolio›$29.9K
Mullooly Asset Management, Inc.267,588
9.1% of portfolio›$29.5M
AdvisorNet Financial, Inc265,811
1.3% of portfolio›$29.3M
Maseco LLP255,334
0.8% of portfolio›$28.2M
Bull Oak Capital, LLC252,427
9.1% of portfolio›$27.8M
Client First Capital LLC221,389
9.7% of portfolio›$24.4M
Guidance Capital, Inc191,662
4.6% of portfolio›$21.1M
Farther Finance Advisors, LLC186,738
0.1% of portfolio›$20.6M
Simon Quick Advisors, LLC179,145
0.8% of portfolio›$19.8M
Stableford Capital II LLC170,904
6.5% of portfolio›$18.9M
Twelve Points Wealth Management LLC164,970
3.4% of portfolio›$18.2M
Concurrent Investment Advisors, LLC163,564
0.1% of portfolio›$18.0M
DT Investment Partners, LLC161,625
1.3% of portfolio›$17.8M
KFA Private Wealth Group, LLC148,856
3.9% of portfolio›$16.4M
IPG Investment Advisors LLC145,220
2.3% of portfolio›$16.0M
Fairvoy Private Wealth, LLC144,363
3.2% of portfolio›$15.9M
Mascoma Wealth Management LLC141,381
2.8% of portfolio›$15.6M
Kwmg, LLC140,701
1.1% of portfolio›$15.5M
Kellett Wealth Advisors, LLC128,371
5.2% of portfolio›$14.2M
Creative Planning128,091
0.0% of portfolio›$14.1M
OAK Family Advisors, LLC121,520
3.5% of portfolio›$13.4M
Sulzberger Capital Advisors, Inc.115,041
12.6% of portfolio›$12.7M
Midwest Professional Planners, Ltd.112,811
2.5% of portfolio›$12.4M
Kestra Advisory Services, LLC111,748
0.0% of portfolio›$12.3M
Lido Advisors, LLC107,560
0.0% of portfolio›$11.9M
Roof Eidam Maycock Peralta, LLC105,959
2.2% of portfolio›$11.7M
Bdfs Capital LLC105,220
5.7% of portfolio›$11.6M
MinichMacGregor Wealth Management, LLC104,260
1.9% of portfolio›$11.5M
Legacy Advisory Services, LLC103,560
8.2% of portfolio›$11.4M
D.A. Davidson & Co.103,365
0.1% of portfolio›$11.4M
Lee Financial Co102,505
1.4% of portfolio›$11.3M
Pacifica Partners Inc.101,696
3.4% of portfolio›$11.2M
GFS Advisors, LLC99,207
1.2% of portfolio›$10.9M
Udine Wealth Management, Inc.88,250
3.8% of portfolio›$9.7M
CWA Asset Management Group, LLC86,090
0.3% of portfolio›$9.5M
Climber Capital SA84,399
4.1% of portfolio›$6.7M
Crescent Grove Advisors, LLC78,815
0.7% of portfolio›$8.7M
Global View Capital Management LLC76,899
1.9% of portfolio›$8.5M
Paragon Capital Management Inc76,548
6.4% of portfolio›$8.4M
One Day In July LLC76,373
0.6% of portfolio›$8.4M
Apella Capital, LLC75,945
0.1% of portfolio›$8.4M
Whalen Wealth Management Inc.75,067
3.5% of portfolio›$8.3M
Prime Capital Investment Advisors, LLC74,282
0.1% of portfolio›$8.2M
RFG Advisory, LLC74,200
0.1% of portfolio›$8.2M
StoneX Group Inc.69,665
0.3% of portfolio›$7.7M
Independent Financial Group, LLC64,963
0.1% of portfolio›$7.2M
Greenleaf Trust64,395
0.1% of portfolio›$7.1M
Hixon Zuercher, LLC64,000
2.0% of portfolio›$7.1M
North Star Investment Management Corp.59,527
0.4% of portfolio›$6.6M
IFP Advisors, Inc59,494
0.1% of portfolio›$6.6M
Bfsg, LLC59,430
0.6% of portfolio›$6.6M
Atria Investments, Inc58,699
0.1% of portfolio›$6.5M
Shepherd Financial Partners LLC58,593
0.5% of portfolio›$6.5M
Simplicity Wealth,LLC58,577
0.2% of portfolio›$6.5M
SBI Securities Co., Ltd.58,301
0.1% of portfolio›$6.4M
Keybank National Association58,015
0.0% of portfolio›$6.4M
MGO One Seven LLC56,163
0.1% of portfolio›$6.2M
Davenport & Co LLC55,274
0.0% of portfolio›$6.1M
Procyon Advisors, LLC54,822
0.3% of portfolio›$6.0M
Investment House LLC54,626
0.3% of portfolio›$6.0M
Capital Wealth Alliance, LLC53,851
2.6% of portfolio›$5.9M
IronBridge Private Wealth, LLC52,290
1.7% of portfolio›$5.8M
Independent Solutions Wealth Management, LLC51,653
0.7% of portfolio›$5.7M
Castle Rock Wealth Management, LLC51,122
1.1% of portfolio›$5.6M
Alterna Wealth Management, Inc50,915
3.1% of portfolio›$5.6M
Mader & Shannon Wealth Management, Inc.50,648
2.3% of portfolio›$5.6M
Forum Financial Management, LP50,617
0.1% of portfolio›$5.6M
Wedbush Securities Inc49,717
0.0% of portfolio›$5.5K
Baring Financial LLC49,276
2.9% of portfolio›$5.4M
Virtue Capital Management, LLC48,427
0.7% of portfolio›$5.3M
Apex Wealth Management, LLC48,311
3.1% of portfolio›$5.3M
Calamos Wealth Management LLC47,714
0.2% of portfolio›$5.3M
Asset One Wealth Management LLC46,300
0.4% of portfolio›$5.1M
Strategic Blueprint, LLC45,454
0.2% of portfolio›$5.0M
Blueprint Investment Partners LLC44,874
0.4% of portfolio›$5.0M
Citigroup Inc44,628
0.0% of portfolio›$4.9M
Investment Management Associates Inc44,572
1.0% of portfolio›$4.9M
HB Wealth Management, LLC43,126
0.0% of portfolio›$4.8M
Onyx Bridge Wealth Group LLC41,797
0.4% of portfolio›$4.6M
Purewater Capital LLC41,551
3.6% of portfolio›$4.6M
Pacific Center for Financial Services40,642
0.9% of portfolio›$4.5M
Financial Management Network Inc39,468
0.6% of portfolio›$4.3M
Tucker Asset Management LLC39,264
1.1% of portfolio›$4.3M
Ascent Group, LLC38,350
0.1% of portfolio›$4.2M
Premier Path Wealth Partners, LLC38,348
0.5% of portfolio›$4.2M
Milestone Asset Management, LLC38,213
0.7% of portfolio›$4.2M
Financial & Tax Architects, LLC38,129
0.9% of portfolio›$4.2M
RIA Advisory Group LLC37,284
1.2% of portfolio›$4.1M
Formidable Asset Management, LLC37,145
0.6% of portfolio›$4.1M
Balefire, LLC37,143
0.6% of portfolio›$4.1M
Ridgewood Investments LLC36,306
1.5% of portfolio›$4.0M
Ashton Thomas Private Wealth, LLC36,227
0.1% of portfolio›$4.0M
Patton Fund Management, Inc.34,721
1.0% of portfolio›$3.8M
Sagespring Wealth Partners, LLC34,365
0.1% of portfolio›$3.8M
Atticus Wealth Management, LLC32,267
0.8% of portfolio›$3.6M
Trilogy Capital Inc.31,416
0.1% of portfolio›$3.5M
Paladin Partners, LLC30,740
2.1% of portfolio›$3.4M
Cape Investment Advisory, Inc.29,919
0.8% of portfolio›$3.3M
Vise Technologies, Inc.29,450
0.0% of portfolio›$3.2M
Parallel Advisors, LLC28,211
0.0% of portfolio›$3.1M
Csenge Advisory Group28,049
0.1% of portfolio›$3.1M
James Investment Research, Inc.27,925
0.3% of portfolio›$3.1M
TD Private Client Wealth LLC27,447
0.1% of portfolio›$3.0M
TD Waterhouse Canada Inc.26,662
0.0% of portfolio›$2.9M
Fermata Advisors, LLC25,386
0.5% of portfolio›$2.8M
CoreCap Advisors, LLC25,260
0.1% of portfolio›$2.8M
Legacy Wealth Partners, LLC24,940
0.6% of portfolio›$2.8M
Spartan Planning & Wealth Management24,546
1.8% of portfolio›$2.7M
KDK Private Wealth Management, LLC24,238
2.1% of portfolio›$2.7M
Marino, Stram & Associates LLC23,694
0.4% of portfolio›$2.6M
Realta Investment Advisors23,478
0.8% of portfolio›$2.6M
Net Worth Advisory Group22,717
0.6% of portfolio›$2.5M
Financial Discovery Group Inc22,588
5.4% of portfolio›$2.5M
Braeburn Wealth Management LLC22,399
1.0% of portfolio›$2.5M
Core Wealth Partners LLC21,999
1.0% of portfolio›$2.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC21,985
0.8% of portfolio›$2.4M
Capital Advisors, Ltd. LLC21,855
0.0% of portfolio›$2.4K
Ehrlich Financial Group21,276
1.2% of portfolio›$2.3M
Avalon Capital Management21,257
0.5% of portfolio›$2.3M
Strategy Asset Managers LLC20,348
0.3% of portfolio›$2.2M
Eagle Rock Investment Company, LLC20,023
0.3% of portfolio›$2.2M
Benedict Financial Advisors Inc19,713
0.4% of portfolio›$2.2M
Kings Path Partners LLC19,567
0.6% of portfolio›$2.2M
Perennial Advisors, LLC19,449
0.3% of portfolio›$2.1M
LightSquare Wealth Management, LLC19,440
1.4% of portfolio›$2.1M
Madson Wealth Advisors Inc19,275
1.5% of portfolio›$2.1M
Leelyn Smith, LLC19,132
0.2% of portfolio›$2.1M
Sweeney & Michel, LLC19,130
0.6% of portfolio›$2.1M
Spire Wealth Management19,046
0.1% of portfolio›$2.1M
Abacus Planning Group, Inc.18,670
0.2% of portfolio›$2.1M
Professional Advisory Services Inc18,377
0.0% of portfolio›$2.0K
Grand Central Investment Group18,005
1.5% of portfolio›$2.0M
Burford Brothers, Inc.17,551
0.7% of portfolio›$1.9M
Aspiriant, LLC17,429
0.0% of portfolio›$1.9M
Rudd Co d/b/a Styre Wealth17,394
1.9% of portfolio›$1.9M
Fiduciary Financial Group, LLC17,377
0.2% of portfolio›$1.9M
GenWealth Group, Inc.17,345
0.3% of portfolio›$1.9M
Fifth Third Securities, Inc.16,958
0.1% of portfolio›$1.9M
Tempus Wealth Planning, LLC16,893
0.4% of portfolio›$1.9M
Financial Management Professionals, Inc.16,221
0.2% of portfolio›$1.8M
Larry Mathis Financial Planning, LLC16,220
1.5% of portfolio›$1.8M
Weaver Consulting Group15,924
0.3% of portfolio›$1.8M
B. Riley Wealth Advisors, Inc.15,923
0.1% of portfolio›$1.8M
Inspirion Wealth Advisors, LLC15,390
0.2% of portfolio›$1.7M
Central Bank & Trust Co14,986
0.2% of portfolio›$1.7M
Advisortrust Partners, LLC14,965
0.5% of portfolio›$1.7M
Nvwm, LLC14,450
0.3% of portfolio›$1.6M
Navigate Wealth Management, LLC14,381
1.0% of portfolio›$1.6M
Bosman Wealth Management, LLC14,051
1.0% of portfolio›$1.6M
Arkfeld Wealth Strategies, L.L.C.13,686
0.4% of portfolio›$1.5M
Patten & Patten Inc13,464
0.1% of portfolio›$1.5M
Analyst IMS Investment Management Services Ltd.13,425
0.1% of portfolio›$1.5M
Quartz Partners, LLC13,072
0.4% of portfolio›$1.4M
Blueprint Financial Advisors LLC12,960
0.2% of portfolio›$1.4M
Courage Miller Partners, LLC12,857
0.4% of portfolio›$1.4M
Buska Wealth Management, LLC12,745
0.5% of portfolio›$1.4M
National Wealth Management Group, LLC12,635
0.4% of portfolio›$1.4M
Cabana LLC12,479
8.8% of portfolio›$1.4M
United Advisor Group, LLC12,436
0.1% of portfolio›$1.4M
Cidel Asset Management Inc12,405
0.1% of portfolio›$1.4M
Western Financial Corp12,335
0.5% of portfolio›$1.4M
Walser Wealth Management Company, A Ltd Liability Co12,267
0.5% of portfolio›$1.4M
Sage Advisory Services, Ltd.Co.12,078
0.7% of portfolio›$1.3M
Ifrah Financial Services, Inc.11,890
0.3% of portfolio›$1.3M
Founders Grove Wealth Partners, LLC11,844
0.3% of portfolio›$1.3M
Norris Perne & French LLP11,836
0.1% of portfolio›$1.3M
Flagstar Securities, Inc11,832
0.4% of portfolio›$1.3M
Archford Capital Strategies, LLC11,756
0.1% of portfolio›$1.3M
Perigon Wealth Management, LLC11,445
0.0% of portfolio›$1.3M
Mainsail Financial Group, LLC11,425
0.4% of portfolio›$1.3M
Old National Bancorp11,393
0.0% of portfolio›$1.3M
Axxcess Wealth Management, LLC11,349
0.1% of portfolio›$1.3M
Pathway Financial Advisors LLC11,220
0.1% of portfolio›$1.2M
Brian LOW Financial Group, LLC11,219
0.7% of portfolio›$1.2M
Prospera Financial Services Inc10,718
0.0% of portfolio›$1.2M
Choreo, LLC10,565
0.0% of portfolio›$1.2M
Foundry Financial Group, Inc.10,559
0.5% of portfolio›$1.2M
Compass Ion Advisors, LLC10,519
0.1% of portfolio›$1.2M
Fonville Wealth Management LLC10,485
0.2% of portfolio›$1.2M
Baker Ellis Asset Management LLC10,402
0.1% of portfolio›$1.1M
Prosperity Advisers, LLC10,389
0.8% of portfolio›$1.1M
Edgemoor Investment Advisors, Inc.10,260
0.1% of portfolio›$1.1M
Wealth Enhancement Trust Services, Inc.10,173
0.1% of portfolio›$1.1M
Hardworking Capital Advisors, LLC10,122
0.9% of portfolio›$1.1M
TFB Advisors LLC9,843
0.4% of portfolio›$1.1M
San Luis Wealth Advisors LLC9,820
0.2% of portfolio›$1.1M
Consilium Wealth Advisory, LLC9,633
0.3% of portfolio›$1.1M
Eagle Global Advisors LLC9,333
0.0% of portfolio›$1.0M
Banque Pictet & CIE SA9,007
0.0% of portfolio›$993.7K
Bria Capital Group, LLC8,991
0.7% of portfolio›$991.9K
Markowski Investments8,877
0.2% of portfolio›$979.3K
WealthBridge Capital Management, LLC8,826
0.2% of portfolio›$973.6K
Brookstone Capital Management8,812
0.0% of portfolio›$972.2K
Silverlake Wealth Management LLC8,760
0.2% of portfolio›$966.4K
Sidoxia Capital Management, LLC8,731
0.7% of portfolio›$963.2K
J.Safra Asset Management Corp8,625
0.0% of portfolio›$951.5K
Signal Advisors Wealth, LLC8,549
0.0% of portfolio›$943.1K
Miramontes Capital, LLC8,306
0.3% of portfolio›$916.3K
Transcendent Capital Group LLC8,100
0.4% of portfolio›$893.6K
21 West Wealth Management LLC8,033
0.8% of portfolio›$886.2K
Solstein Capital, LLC7,943
0.3% of portfolio›$876.3K
Sigma Planning Corp7,827
0.0% of portfolio›$863.5K
Rinkey Investments7,805
0.2% of portfolio›$861.1K
Root Financial Partners, LLC7,744
0.0% of portfolio›$854.3K
Investment Partners, Ltd.7,706
0.1% of portfolio›$850.1K
Black Diamond Financial, LLC7,595
0.1% of portfolio›$837.9K
Advisor OS, LLC7,513
0.1% of portfolio›$828.8K
Arrien Investments, Inc.7,387
0.4% of portfolio›$815.0K
Algorithmic Investment Models, LLC7,294
1.0% of portfolio›$804.7K
Montecito Bank & Trust7,285
0.1% of portfolio›$803.7K
Rosenberg Matthew Hamilton7,134
0.1% of portfolio›$787.0K
TCP Asset Management, LLC7,124
0.1% of portfolio›$784.1K
Richardson Financial Services Inc.7,072
0.4% of portfolio›$780.2K
Compass Financial Management LLC6,977
0.1% of portfolio›$769.7K
Total Clarity Wealth Management, Inc.6,691
0.1% of portfolio›$738.2K
Dynamic Advisor Solutions LLC6,557
0.0% of portfolio›$723.3K
Capital Management Associates, Inc6,549
0.1% of portfolio›$722.5K
Gryphon Financial Partners LLC6,540
0.1% of portfolio›$721.5K
Integrity Alliance, Llc.6,348
0.0% of portfolio›$700.3K
Private Trust Co NA6,307
0.1% of portfolio›$695.8K
Foster Group, Inc.6,148
0.0% of portfolio›$678.3K
Brighton Jones LLC5,848
0.0% of portfolio›$645.1K
Aries Wealth Management5,651
0.1% of portfolio›$623.4K
MFA Wealth Services5,537
0.4% of portfolio›$610.8K
Turning Point Benefit Group, Inc.5,526
0.2% of portfolio›$608.1K
Armstrong Advisory Group, Inc5,405
0.0% of portfolio›$596.3K
VestGen Advisors, LLC5,315
0.0% of portfolio›$586.4K
Diversify Wealth Management, LLC5,279
0.0% of portfolio›$581.7K
Diversify Advisory Services, LLC5,279
0.0% of portfolio›$581.7K
Lake Hills Wealth Management, LLC5,248
0.3% of portfolio›$579.0K
WJ Wealth Management, LLC5,045
0.2% of portfolio›$556.6K
Sage Financial Group Inc5,024
0.0% of portfolio›$554.2K
Quadcap Wealth Management, LLC4,997
0.1% of portfolio›$551.3K
Jessup Wealth Management, Inc4,954
0.1% of portfolio›$546.5K
Fortitude Advisory Group L.L.C.4,946
0.2% of portfolio›$545.7K
GLR Partners, LLC4,750
0.2% of portfolio›$524.0K
Leibman Financial Services, Inc.4,721
0.4% of portfolio›$520.8K
Intergy Private Wealth, LLC4,676
0.1% of portfolio›$515.9K
Bison Wealth, LLC4,674
0.0% of portfolio›$515.0K
Pinnacle Associates LTD4,652
0.0% of portfolio›$513.2K
Wealthcare Capital Management LLC4,646
0.1% of portfolio›$512.5K
Concord Wealth Partners4,636
0.1% of portfolio›$511.5K
Investment Partners Asset Management, Inc.4,465
0.3% of portfolio›$492.6K
Frontier Asset Management, LLC4,462
0.1% of portfolio›$492.3K
Woodward Diversified Capital, LLC4,450
0.2% of portfolio›$490.9K
Integrated Advisors Network LLC4,432
0.0% of portfolio›$489.0K
Absolute Capital Management, LLC4,430
0.1% of portfolio›$488.7K
Innovative Wealth Building LLC4,264
0.3% of portfolio›$470.4K
Regatta Capital Group, LLC4,171
0.1% of portfolio›$460.1K
Peck Wealth Management, LLC4,150
0.4% of portfolio›$457.8K
EdgeRock Capital LLC4,145
0.1% of portfolio›$457.3K
Valpey Financial Services, LLC4,074
0.3% of portfolio›$449.5K
High Note Wealth, LLC4,063
0.1% of portfolio›$448.2K
Physician Wealth Solutions Inc.4,050
0.2% of portfolio›$446.8K
Rubicon Advisors, GP4,041
0.3% of portfolio›$445.8K
Bayshore Capital Advisors, LLC4,009
0.2% of portfolio›$442.3K
J. Safra Sarasin Holding AG3,956
0.0% of portfolio›$436.7K
Insight Wealth Partners, LLC3,941
0.1% of portfolio›$434.8K
North Capital, Inc.3,891
0.3% of portfolio›$428.7K
Stanley-Laman Group, Ltd.3,880
0.0% of portfolio›$428.1K
Apollon Wealth Management, LLC3,876
0.0% of portfolio›$427.6K
Dominguez Wealth Management Solutions, Inc.3,869
0.2% of portfolio›$426.8K
Advisory Solutions Group, LLC3,832
0.1% of portfolio›$422.7K
Lynch Investment Planning, LLC3,795
0.3% of portfolio›$418.7K
Freedom Day Solutions, LLC3,752
0.1% of portfolio›$413.9K
Ted Buchan & Co3,742
0.1% of portfolio›$412.9K
Roberts Financial Services LLC3,734
0.1% of portfolio›$412.0K
Wedmont Private Capital3,663
0.0% of portfolio›$403.4K
Integrity Advisory Solutions, LLC3,639
0.0% of portfolio›$401.6K
Crane Advisory, LLC3,636
0.1% of portfolio›$400.3K
Excalibur Management Corp3,630
0.1% of portfolio›$400.5K
Tompkins Financial Corp3,626
0.0% of portfolio›$400.0K
LTG Capital LLC3,620
0.3% of portfolio›$399.4K
Retireful, LLC3,561
0.3% of portfolio›$392.9K
Global Assets Advisory, LLC3,516
0.1% of portfolio›$387.0K
Revolve Wealth Partners, LLC3,440
0.0% of portfolio›$379.5K
Integrated Capital Management, LLC3,430
0.1% of portfolio›$378.4K
Almanack Investment Partners, Llc.3,402
0.0% of portfolio›$375.3K
Innova Wealth Partners3,358
0.1% of portfolio›$370.5K
Sterling Investment Counsel, LLC3,318
0.1% of portfolio›$366.0K
Heritage OAK Wealth Advisors LLC3,292
0.1% of portfolio›$363.2K
Salem Investment Counselors Inc3,250
0.0% of portfolio›$358.5K
HUB Investment Partners, LLC3,247
0.0% of portfolio›$358.2K
Walkner Condon Financial Advisors LLC3,152
0.0% of portfolio›$347.7K
Romano Brothers and Company3,120
0.0% of portfolio›$344.2K
Values First Advisors, Inc.3,095
0.2% of portfolio›$341.5K
Sowell Financial Services LLC3,070
0.0% of portfolio›$338.7K
Ironwood Wealth Management, Llc.3,007
0.1% of portfolio›$331.7K
First Interstate Bank2,881
0.0% of portfolio›$317.8K
IFC & Insurance Marketing, Inc.2,877
0.3% of portfolio›$317.4K
Cairn Investment Group, Inc.2,875
0.3% of portfolio›$317.0K
Aprio Wealth Management, LLC2,861
0.0% of portfolio›$315.6K
Sicart Associates LLC2,850
0.1% of portfolio›$314.2K
Lincoln Capital Corp2,843
0.1% of portfolio›$313.6K
Trueblood Wealth Management, LLC2,839
0.1% of portfolio›$313.2K
Finley Financial, LLC2,780
0.1% of portfolio›$305.9K
Partners Wealth Management, LLC2,754
0.0% of portfolio›$303.8K
Clark Asset Management, LLC2,748
0.0% of portfolio›$303.2K
RMR Wealth Builders2,735
0.0% of portfolio›$301.7K
Wealthcare Advisory Partners LLC2,729
0.0% of portfolio›$301.1K
Ballast Rock Private Wealth LLC2,700
0.1% of portfolio›$297.9K
Triumph Capital Management2,689
0.1% of portfolio›$296.7K
Robinson Value Management, Ltd.2,588
0.2% of portfolio›$285.5K
M Holdings Securities, Inc.2,552
0.1% of portfolio›$282.0K
American Institute for Advanced Investment Management, LLP2,550
0.2% of portfolio›$281.3K
Kelleher Financial Advisors2,487
0.1% of portfolio›$274.4K
Sugar Maple Asset Management, LLC2,443
0.2% of portfolio›$269.5K
Koshinski Asset Management, Inc.2,431
0.0% of portfolio›$268.2K
First Heartland Consultants, Inc.2,421
0.0% of portfolio›$267.1K
Cassaday & Co Wealth Management LLC2,417
0.0% of portfolio›$266.6K
Lockerman Financial Group, Inc.2,406
0.4% of portfolio›$265.4K
Probity Advisors, Inc.2,400
0.0% of portfolio›$264.8K
Summa Corp.2,380
0.1% of portfolio›$262.6K
Kestra Investment Management, LLC2,372
0.0% of portfolio›$261.7K
Mission Wealth Management, LP2,359
0.0% of portfolio›$260.3K
Tanager Wealth Management LLP2,300
0.0% of portfolio›$253.7K
Ables, Iannone, Moore & Associates, Inc.2,232
0.1% of portfolio›$246.2K
Signaturefd, LLC2,211
0.0% of portfolio›$243.9K
NWF Advisory Services Inc.2,121
0.0% of portfolio›$234.0K
Magnus Financial Group LLC1,996
0.0% of portfolio›$220.2K
Lauterbach Financial Advisors, LLC1,979
0.1% of portfolio›$218.3K
Pacific Excel Wealth Advisors, Inc.1,964
0.2% of portfolio›$216.7K
Davidson Trust Co1,950
0.1% of portfolio›$215.1K
BridgePort Financial Solutions, LLC1,940
0.0% of portfolio›$214.0K
Basso Capital Management, L.P.1,900
0.0% of portfolio›$209.6K
Raab & Moskowitz Asset Management LLC1,879
0.0% of portfolio›$207.3K
Crusonia Wealth Advisors LLC1,855
0.0% of portfolio›$204.6K
Smith Salley Wealth Management1,840
0.0% of portfolio›$203.0K
Avantax Planning Partners, Inc.1,840
0.0% of portfolio›$203.0K
Evergreen Capital Management LLC1,822
0.0% of portfolio›$201.0K
Investors Research Corp1,817
0.0% of portfolio›$200.5K
Kennicott Capital Management LLC1,816
0.1% of portfolio›$200.3K
LFA - Lugano Financial Advisors SA1,730
0.1% of portfolio›$190.9K
Richards, Merrill & Peterson, Inc.1,450
0.0% of portfolio›$160.0K
StrongBox Wealth, LLC1,450
0.0% of portfolio›$160.0K
Signature Equity Partners, LLC1,438
0.1% of portfolio›$158.6K
First Horizon Corp1,404
0.0% of portfolio›$154.9K
Kingdom Financial Group Llc.1,248
0.0% of portfolio›$137.7K
Salomon & Ludwin, LLC1,216
0.0% of portfolio›$134.1K
Quest 10 Wealth Builders, Inc.1,079
0.1% of portfolio›$119.1K
Buck Wealth Strategies, LLC1,037
0.0% of portfolio›$114.4K
Networth Advisors, LLC1,000
0.1% of portfolio›$110.3K
Laurel Wealth Advisors LLC775
0.0% of portfolio›$85.5K
Friedenthal Financial766
0.0% of portfolio›$84.5K
Balance Wealth Partners LLC704
0.0% of portfolio›$77.6K
JFS Wealth Advisors, LLC619
0.0% of portfolio›$68.3K
Hoese & Co LLP480
0.0% of portfolio›$53.0K
EPG Wealth Management LLC454
0.0% of portfolio›$50.1K
Latitude Advisors, LLC402
0.0% of portfolio›$44.3K
Highline Wealth Partners LLC377
0.0% of portfolio›$41.6K
Lloyd Advisory Services, Llc.310
0.0% of portfolio›$34.2K
Mather Group, Llc.290
0.0% of portfolio›$32.0K
Bank of New Hampshire256
0.0% of portfolio›$28.2K
Noble Wealth Management PBC235
0.0% of portfolio›$25.9K
Planning Strategies Inc.221
0.0% of portfolio›$24.4K
Nvest Wealth Strategies, Inc.212
0.0% of portfolio›$23.4K
Keystone Financial Group, Inc.169
0.0% of portfolio›$18.7K
Physician Wealth Advisors, Inc.163
0.0% of portfolio›$18.0K
Provenance Wealth Advisors, LLC150
0.0% of portfolio›$16.5K
Murphy & Mullick Capital Management Corp145
0.0% of portfolio›$16.0K
Birch Financial Group, LLC144
0.0% of portfolio›$15.9K
Asset Management One Co., Ltd.129
0.0% of portfolio›$14.2K
Bulwark Capital Corp119
0.0% of portfolio›$13.1K
Mosley Wealth Management85
0.0% of portfolio›$9.4K
Financial Network Wealth Advisors LLC72
0.0% of portfolio›$7.9K
Cullen T Bankers, Inc.70
0.0% of portfolio›$7.7K
Asset Dedication, LLC64
0.0% of portfolio›$7.1K
Moisand Fitzgerald Tamayo, LLC60
0.0% of portfolio›$6.6K
Golden State Wealth Management, LLC54
0.0% of portfolio›$6.0K
Wealth Analytics Partners, LLC52
0.0% of portfolio›$5.7K
Nova Financial LLC40
0.0% of portfolio›$4.4K
Creative Financial Designs Inc39
0.0% of portfolio›$4.3K
Rakuten Securities, Inc.35
0.0% of portfolio›$3.9K
Pflug Koory, LLC35
0.0% of portfolio›$3.9K
Phillip James Consulting Co.25
0.0% of portfolio›$2.8K
Team Financial Group, LLC22
0.0% of portfolio›$2.4K
EverSource Wealth Advisors, LLC14
0.0% of portfolio›$1.5K
Key FInancial Inc13
0.0% of portfolio›$1.4K
Blue Trust, Inc.12
0.0% of portfolio›$1.3K
PayPay Securities Corp9
0.0% of portfolio›$993
Blueline Advisors LLC6
0.0% of portfolio›$662
Lanark Financial, Inc.5
0.0% of portfolio›$552
Cordgrass Capital Advisors, LLC3
0.0% of portfolio›$331
Wolff Wiese Magana LLC3
0.0% of portfolio›$331
StyleTurnoverLocationFiled
Assetmark, Inc
3,267,462$360.5M0.6%ETFLowConcord, CA2026-10-21
Wealth Enhancement Advisory Services, LLC
1,090,591$120.1M0.2%CoreLowPlymouth, MN2026-10-13
Trust Co
890,208$98.2M8.5%ETFVery LowManhattan, KS2026-10-09
Americana Partners, LLC
740,633$81.7M1.7%CoreMediumHouston, TX2026-10-28
Townsend & Associates, Inc
675,862$74.5M6.3%Deep ValueLowWestminster, CO2026-10-23
Oakworth Capital, Inc.
626,853$69.2M3.3%ETFLowBirmingham, AL2026-10-26
White Lighthouse Investment Management Inc.
600,216$66.2M8.0%ETFVery LowBedford, MA2026-10-21
Truist Financial Corp
597,757$65.9M0.1%CoreLowCharlotte, NC2026-10-30
Cynosure Group, LLC
538,140$59.4M8.4%ETFMediumSalt Lake City, UT2026-11-03
Marks Wealth, LLC
494,949$54.6M11.9%ETFVery HighEllicott City, MD2026-10-30
Commonwealth Equity Services, LLC
410,515$45.3M0.1%ETFLowWaltham, MA2026-11-02
Able Wealth Management LLC
395,260$43.5M9.6%ETFMediumToms River, NJ2026-10-13
A&I Financial Services, LLC
389,898$43.0M18.2%ETFHighLone Tree, CO2026-10-15
Financial Consulate, Inc
353,376$39.0M4.3%ETFLowHunt Valley, MD2026-10-23
Oppenheimer & Co Inc
306,533$33.8M0.4%CoreLowNew York, NY2026-10-26
Park Avenue Securities LLC
270,751$29.9K0.0%ETFMediumNew York, NY2026-10-26
Mullooly Asset Management, Inc.
267,588$29.5M9.1%ETFVery LowWall Township, NJ2026-10-30
AdvisorNet Financial, Inc
265,811$29.3M1.3%ETFLowMinnetonka, MN2026-10-15
Maseco LLP
255,334$28.2M0.8%ETFVery LowLondon, United Kingdom2026-10-27
Bull Oak Capital, LLC
252,427$27.8M9.1%ETFVery LowRancho Santa Fe, CA2026-10-23
Client First Capital LLC
221,389$24.4M9.7%ETFMediumSan Diego, CA2026-10-22
Guidance Capital, Inc
191,662$21.1M4.6%ETFMediumLousville, KY2026-11-03
Farther Finance Advisors, LLC
186,738$20.6M0.1%IndexLowSan Francisco, CA2026-10-08
Simon Quick Advisors, LLC
179,145$19.8M0.8%ETFLowMorristown, NJ2026-10-26
Stableford Capital II LLC
170,904$18.9M6.5%CoreHighScottsdale, AZ2026-10-09
Twelve Points Wealth Management LLC
164,970$18.2M3.4%ETFMediumConcord, MA2026-11-03
Concurrent Investment Advisors, LLC
163,564$18.0M0.1%GrowthMediumTampa, FL2026-10-16
DT Investment Partners, LLC
161,625$17.8M1.3%ETFVery LowChadds Ford, PA2026-10-27
KFA Private Wealth Group, LLC
148,856$16.4M3.9%ETFLowTysons, VA2026-10-07
IPG Investment Advisors LLC
145,220$16.0M2.3%CoreMediumSan Diego, CA2026-10-30
Fairvoy Private Wealth, LLC
144,363$15.9M3.2%GrowthMediumBirmingham, AL2026-10-19
Mascoma Wealth Management LLC
141,381$15.6M2.8%ETFVery LowHanover, NH2026-10-23
Kwmg, LLC
140,701$15.5M1.1%ETFVery LowOverland Park, KS2026-10-07
Kellett Wealth Advisors, LLC
128,371$14.2M5.2%ETFMediumCincinnati, OH2026-10-15
Creative Planning
128,091$14.1M0.0%IndexVery LowOverland Park, KS2026-11-02
OAK Family Advisors, LLC
121,520$13.4M3.5%CoreMediumChicago, IL2026-10-19
Sulzberger Capital Advisors, Inc.
115,041$12.7M12.6%GrowthLowMiami, FL2026-10-20
Midwest Professional Planners, Ltd.
112,811$12.4M2.5%GrowthMediumWausau, WI2026-10-29
Kestra Advisory Services, LLC
111,748$12.3M0.0%CoreLowAustin, TX2026-11-02
Lido Advisors, LLC
107,560$11.9M0.0%GrowthLowLos Angeles, CA2026-11-04
Roof Eidam Maycock Peralta, LLC
105,959$11.7M2.2%ETFVery LowSan Francisco, CA2026-10-15
Bdfs Capital LLC
105,220$11.6M5.7%ETFLowRehoboth Beach, DE2026-10-14
MinichMacGregor Wealth Management, LLC
104,260$11.5M1.9%ETFHighSaratoga Springs, NY2026-10-14
Legacy Advisory Services, LLC
103,560$11.4M8.2%ETFMediumExton, PA2026-10-20
D.A. Davidson & Co.
103,365$11.4M0.1%CoreLowGreat Falls, MT2026-10-28
Lee Financial Co
102,505$11.3M1.4%ETFVery LowDallas, TX2026-10-16
Pacifica Partners Inc.
101,696$11.2M3.4%CoreLowSurrey, South Africa2026-10-09
GFS Advisors, LLC
99,207$10.9M1.2%CoreLowHouston, TX2026-11-03
Udine Wealth Management, Inc.
88,250$9.7M3.8%GrowthMediumBoca Raton, FL2026-10-23
CWA Asset Management Group, LLC
86,090$9.5M0.3%CoreMediumNaples, FL2026-10-19
Climber Capital SA
84,399$6.7M4.1%ETFLowNyon, Switzerland2026-10-20
Crescent Grove Advisors, LLC
78,815$8.7M0.7%ETFLowLake Forest, IL2026-10-21
Global View Capital Management LLC
76,899$8.5M1.9%ETFHighWaukesha, WI2026-10-28
Paragon Capital Management Inc
76,548$8.4M6.4%CoreMediumProvo, UT2026-10-15
One Day In July LLC
76,373$8.4M0.6%ETFVery LowBurlington, VT2026-10-30
Apella Capital, LLC
75,945$8.4M0.1%ETFVery LowWest Hartford, CT2026-10-08
Whalen Wealth Management Inc.
75,067$8.3M3.5%GrowthHighLas Vegas, NV2026-10-08
Prime Capital Investment Advisors, LLC
74,282$8.2M0.1%ETFLowOverland Park, KS2026-10-20
RFG Advisory, LLC
74,200$8.2M0.1%ETFMediumBirmingham, AL2026-11-03
StoneX Group Inc.
69,665$7.7M0.3%ETFMediumNew York, NY2026-11-03
Independent Financial Group, LLC
64,963$7.2M0.1%GrowthLowSan Diego, CA2026-10-13
Greenleaf Trust
64,395$7.1M0.1%CoreLowKalamazoo, MI2026-10-29
Hixon Zuercher, LLC
64,000$7.1M2.0%CoreMediumFindlay, OH2026-10-13
North Star Investment Management Corp.
59,527$6.6M0.4%CoreLowChicago, IL2026-10-27
IFP Advisors, Inc
59,494$6.6M0.1%GrowthLowTampa, FL2026-10-16
Bfsg, LLC
59,430$6.6M0.6%CoreLowIrvine, CA2026-10-30
Atria Investments, Inc
58,699$6.5M0.1%CoreMediumCharlotte, NC2026-10-15
Shepherd Financial Partners LLC
58,593$6.5M0.5%ETFLowWinchester, MA2026-11-03
Simplicity Wealth,LLC
58,577$6.5M0.2%ETFLowSummit, NJ2026-10-23
SBI Securities Co., Ltd.
58,301$6.4M0.1%Agg GrowthLowTokyo, Mexico2026-10-22
Keybank National Association
58,015$6.4M0.0%CoreLowBrooklyn, OH2026-11-04
MGO One Seven LLC
56,163$6.2M0.1%GrowthLowBeachwood, OH2026-10-28
Davenport & Co LLC
55,274$6.1M0.0%CoreMediumRichmond, VA2026-10-14
Procyon Advisors, LLC
54,822$6.0M0.3%CoreVery LowShelton, CT2026-10-21
Investment House LLC
54,626$6.0M0.3%CoreMediumRedondo Beach, CA2026-10-21
Capital Wealth Alliance, LLC
53,851$5.9M2.6%CoreLowScottsdale, AZ2026-10-20
IronBridge Private Wealth, LLC
52,290$5.8M1.7%Agg GrowthMediumAustin, TX2026-11-03
Independent Solutions Wealth Management, LLC
51,653$5.7M0.7%GrowthLowWilliamsville, NY2026-10-28
Castle Rock Wealth Management, LLC
51,122$5.6M1.1%GrowthMediumWalnut Creek, CA2026-10-09
Alterna Wealth Management, Inc
50,915$5.6M3.1%ETFMediumHouston, TX2026-10-27
Mader & Shannon Wealth Management, Inc.
50,648$5.6M2.3%ETFMediumKansas City, MO2026-11-02
Forum Financial Management, LP
50,617$5.6M0.1%ETFLowLombard, IL2026-10-16
Wedbush Securities Inc
49,717$5.5K0.0%CoreLowPasadena, CA2026-10-22
Baring Financial LLC
49,276$5.4M2.9%ETFLowBellingham, WA2026-10-07
Virtue Capital Management, LLC
48,427$5.3M0.7%GrowthHighBrentwood, TN2026-10-29
Apex Wealth Management, LLC
48,311$5.3M3.1%ETFMediumBedford, NH2026-10-20
Calamos Wealth Management LLC
47,714$5.3M0.2%GrowthMediumNaperville, IL2026-11-02
Asset One Wealth Management LLC
46,300$5.1M0.4%GrowthLowBellevue, WA2026-11-02
Strategic Blueprint, LLC
45,454$5.0M0.2%ETFLowAtlanta, GA2026-10-22
Blueprint Investment Partners LLC
44,874$5.0M0.4%ETFMediumGreensboro, NC2026-10-28
Citigroup Inc
44,628$4.9M0.0%CoreMediumNew York, NY2026-11-04
Investment Management Associates Inc
44,572$4.9M1.0%Deep ValueMediumGreenwood Village, CO2026-10-29
HB Wealth Management, LLC
43,126$4.8M0.0%IndexVery LowAtlanta, GA2026-10-23
Onyx Bridge Wealth Group LLC
41,797$4.6M0.4%ETFMediumTarrytown, NY2026-10-16
Purewater Capital LLC
41,551$4.6M3.6%ETFMediumFort Worth, TX2026-10-23
Pacific Center for Financial Services
40,642$4.5M0.9%ETFMediumDanville, CA2026-10-15
Financial Management Network Inc
39,468$4.3M0.6%ETFLowMission Viejo, CA2026-10-09
Tucker Asset Management LLC
39,264$4.3M1.1%ETFMediumLittleton, CO2026-10-29
Ascent Group, LLC
38,350$4.2M0.1%CoreLowVirginia Beach, VA2026-10-30
Premier Path Wealth Partners, LLC
38,348$4.2M0.5%GrowthMediumMadison, NJ2026-10-16
Milestone Asset Management, LLC
38,213$4.2M0.7%GrowthHighPittsburgh, PA2026-10-15
Financial & Tax Architects, LLC
38,129$4.2M0.9%CoreHighSt Louis, MO2026-10-15
RIA Advisory Group LLC
37,284$4.1M1.2%ETFHighSioux Falls, SD2026-10-15
Formidable Asset Management, LLC
37,145$4.1M0.6%CoreLowCincinnati, OH2026-11-03
Balefire, LLC
37,143$4.1M0.6%ETFMediumDallas, TX2026-10-09
Ridgewood Investments LLC
36,306$4.0M1.5%ValueMediumSpringfield, NJ2026-10-05
Ashton Thomas Private Wealth, LLC
36,227$4.0M0.1%CoreMediumScottsdale, AZ2026-11-03
Patton Fund Management, Inc.
34,721$3.8M1.0%GARPHighNew York, NY2026-10-13
Sagespring Wealth Partners, LLC
34,365$3.8M0.1%ETFLowFranklin, TN2026-10-22
Atticus Wealth Management, LLC
32,267$3.6M0.8%ETFLowPalm Beach Gardens, FL2026-10-20
Trilogy Capital Inc.
31,416$3.5M0.1%ETFMediumIrvine, CA2026-10-20
Paladin Partners, LLC
30,740$3.4M2.1%ETFVery LowHartland, WI2026-10-06
Cape Investment Advisory, Inc.
29,919$3.3M0.8%ETFLowMcdonough, GA2026-10-13
Vise Technologies, Inc.
29,450$3.2M0.0%IndexLowNew York, NY2026-10-29
Parallel Advisors, LLC
28,211$3.1M0.0%IndexLowSan Francisco, CA2026-11-03
Csenge Advisory Group
28,049$3.1M0.1%ETFMediumClearwater, FL2026-11-04
James Investment Research, Inc.
27,925$3.1M0.3%CoreLowAlpha, OH2026-10-22
TD Private Client Wealth LLC
27,447$3.0M0.1%ETFLowNew York, NY2026-10-28
TD Waterhouse Canada Inc.
26,662$2.9M0.0%CoreLowToronto, Australia2026-10-16
Fermata Advisors, LLC
25,386$2.8M0.5%ETFLowSonoma, CA2026-10-13
CoreCap Advisors, LLC
25,260$2.8M0.1%ETFMediumSouthfield, MI2026-10-08
Legacy Wealth Partners, LLC
24,940$2.8M0.6%ETFHighLakewood, CO2026-10-15
Spartan Planning & Wealth Management
24,546$2.7M1.8%GrowthHighGreensboro, NC2026-10-13
KDK Private Wealth Management, LLC
24,238$2.7M2.1%ETFVery LowHouston, TX2026-11-03
Marino, Stram & Associates LLC
23,694$2.6M0.4%ETFVery LowBraintree, MA2026-10-22
Realta Investment Advisors
23,478$2.6M0.8%GrowthMediumWilmington, DE2026-10-14
Net Worth Advisory Group
22,717$2.5M0.6%GARPMediumSandy, UT2026-10-20
Financial Discovery Group Inc
22,588$2.5M5.4%ETFN/AAtlanta, GA2026-11-03
Braeburn Wealth Management LLC
22,399$2.5M1.0%ETFMediumMuskegon, MI2026-10-15
Core Wealth Partners LLC
21,999$2.4M1.0%GrowthLowSanta Rosa, CA2026-11-02
Carlton Hofferkamp & Jenks Wealth Management, LLC
21,985$2.4M0.8%ETFLowThe Woodlands, TX2026-10-21
Capital Advisors, Ltd. LLC
21,855$2.4K0.0%ETFLowShaker Heights, OH2026-10-27
Ehrlich Financial Group
21,276$2.3M1.2%ETFHighLaguna Niguel, CA2026-10-20
Avalon Capital Management
21,257$2.3M0.5%GrowthMediumMenlo Park, CA2026-11-04
Strategy Asset Managers LLC
20,348$2.2M0.3%CoreLowPasadena, CA2026-10-14
Eagle Rock Investment Company, LLC
20,023$2.2M0.3%CoreLowAtlanta, GA2026-10-21
Benedict Financial Advisors Inc
19,713$2.2M0.4%CoreVery LowAtlanta, GA2026-10-07
Kings Path Partners LLC
19,567$2.2M0.6%ETFVery LowSugar Land, TX2026-10-21
Perennial Advisors, LLC
19,449$2.1M0.3%CoreLowNew York, NY2026-10-13
LightSquare Wealth Management, LLC
19,440$2.1M1.4%ETFN/ABingham Farms, MI2026-11-03
Madson Wealth Advisors Inc
19,275$2.1M1.5%ETFLowSanta Rosa, CA2026-10-13
Leelyn Smith, LLC
19,132$2.1M0.2%GrowthLowGeneva, IL2026-11-03
Sweeney & Michel, LLC
19,130$2.1M0.6%ETFVery LowChico, CA2026-10-16
Spire Wealth Management
19,046$2.1M0.1%GrowthMediumMclean, VA2026-10-30
Abacus Planning Group, Inc.
18,670$2.1M0.2%ETFLowColumbia, SC2026-11-02
Professional Advisory Services Inc
18,377$2.0K0.0%GARPMediumVero Beach, FL2026-10-08
Grand Central Investment Group
18,005$2.0M1.5%GARPLowTampa, FL2026-11-02
Burford Brothers, Inc.
17,551$1.9M0.7%CoreLowDallas, TX2026-10-21
Aspiriant, LLC
17,429$1.9M0.0%ETFVery LowLos Angeles, CA2026-10-16
Rudd Co d/b/a Styre Wealth
17,394$1.9M1.9%ValueN/AFort Worth, TX2026-10-29
Fiduciary Financial Group, LLC
17,377$1.9M0.2%ETFLowSan Rafael, CA2026-10-13
GenWealth Group, Inc.
17,345$1.9M0.3%ETFMediumMaplewood, NJ2026-10-16
Fifth Third Securities, Inc.
16,958$1.9M0.1%ETFLowCincinnati, OH2026-10-21
Tempus Wealth Planning, LLC
16,893$1.9M0.4%ETFMediumIrvine, CA2026-10-14
Financial Management Professionals, Inc.
16,221$1.8M0.2%ETFMediumAustin, TX2026-10-23
Larry Mathis Financial Planning, LLC
16,220$1.8M1.5%ValueHighPhoenix, AZ2026-10-26
Weaver Consulting Group
15,924$1.8M0.3%ETFLowHuntington Beach, CA2026-10-07
B. Riley Wealth Advisors, Inc.
15,923$1.8M0.1%GrowthLowMemphis, TN2026-10-13
Inspirion Wealth Advisors, LLC
15,390$1.7M0.2%ETFMediumLibertyville, IL2026-10-09
Central Bank & Trust Co
14,986$1.7M0.2%GrowthLowLexington, KY2026-10-09
Advisortrust Partners, LLC
14,965$1.7M0.5%CoreHighRaleigh, NC2026-11-02
Nvwm, LLC
14,450$1.6M0.3%GrowthMediumYardley, PA2026-10-14
Navigate Wealth Management, LLC
14,381$1.6M1.0%ETFLowBirmingham, AL2026-10-14
Bosman Wealth Management, LLC
14,051$1.6M1.0%MomentumHighRedlands, CA2026-10-28
Arkfeld Wealth Strategies, L.L.C.
13,686$1.5M0.4%ValueLowOmaha, NE2026-10-19
Patten & Patten Inc
13,464$1.5M0.1%CoreLowChattanooga, TN2026-10-26
Analyst IMS Investment Management Services Ltd.
13,425$1.5M0.1%ETFLowTel-Aviv, Luxembourg2026-11-05
Quartz Partners, LLC
13,072$1.4M0.4%GARPMediumSaratoga Springs, NY2026-11-03
Blueprint Financial Advisors LLC
12,960$1.4M0.2%GARPMediumGreensboto, NC2026-10-28
Courage Miller Partners, LLC
12,857$1.4M0.4%ETFVery LowNorfolk, VA2026-10-21
Buska Wealth Management, LLC
12,745$1.4M0.5%ETFMediumWausau, WI2026-10-08
National Wealth Management Group, LLC
12,635$1.4M0.4%ETFMediumCincinnati, OH2026-10-26
Cabana LLC
12,479$1.4M8.8%ETFVery HighFayetteville, AR2026-11-04
United Advisor Group, LLC
12,436$1.4M0.1%ETFLowCincinnati, OH2026-11-03
Cidel Asset Management Inc
12,405$1.4M0.1%CoreMediumToronto, Australia2026-10-29
Western Financial Corp
12,335$1.4M0.5%MomentumHighSan Diego, CA2026-10-14
Walser Wealth Management Company, A Ltd Liability Co
12,267$1.4M0.5%GrowthHighTampa, FL2026-10-15
Sage Advisory Services, Ltd.Co.
12,078$1.3M0.7%ETFMediumAustin, TX2026-10-29
Ifrah Financial Services, Inc.
11,890$1.3M0.3%ETFLowLittle Rock, AR2026-10-13
Founders Grove Wealth Partners, LLC
11,844$1.3M0.3%ETFLowRichmond, VA2026-10-16
Norris Perne & French LLP
11,836$1.3M0.1%GrowthLowGrand Rapids, MI2026-10-23
Flagstar Securities, Inc
11,832$1.3M0.4%ETFVery LowNew York, NY2026-10-15
Archford Capital Strategies, LLC
11,756$1.3M0.1%GrowthMediumSwansea, IL2026-10-19
Perigon Wealth Management, LLC
11,445$1.3M0.0%GrowthLowSan Francisco, CA2026-10-22
Mainsail Financial Group, LLC
11,425$1.3M0.4%ETFLowBellevue, WA2026-10-23
Old National Bancorp
11,393$1.3M0.0%CoreLowEvansville, IN2026-10-20
Axxcess Wealth Management, LLC
11,349$1.3M0.1%CoreLowCarlsbad, CA2026-10-21
Pathway Financial Advisors LLC
11,220$1.2M0.1%ETFLowSouth Burlington, VT2026-10-07
Brian LOW Financial Group, LLC
11,219$1.2M0.7%CoreMediumBaton Rouge, LA2026-10-28
Prospera Financial Services Inc
10,718$1.2M0.0%CoreMediumDallas, TX2026-11-04
Choreo, LLC
10,565$1.2M0.0%IndexLowRockford, IL2026-10-28
Foundry Financial Group, Inc.
10,559$1.2M0.5%ETFLowLaconia, NH2026-10-28
Compass Ion Advisors, LLC
10,519$1.2M0.1%ETFVery LowConshohocken, PA2026-10-23
Fonville Wealth Management LLC
10,485$1.2M0.2%ETFVery LowRichmond, VA2026-10-28
Baker Ellis Asset Management LLC
10,402$1.1M0.1%GARPVery LowVancouver, WA2026-10-14
Prosperity Advisers, LLC
10,389$1.1M0.8%ETFVery LowHorsham, PA2026-10-28
Edgemoor Investment Advisors, Inc.
10,260$1.1M0.1%CoreVery LowBethesda, MD2026-11-03
Wealth Enhancement Trust Services, Inc.
10,173$1.1M0.1%GrowthMediumSioux Falls, SD2026-10-07
Hardworking Capital Advisors, LLC
10,122$1.1M0.9%GrowthMediumPalm Desert, CA2026-10-20
TFB Advisors LLC
9,843$1.1M0.4%ETFLowOverland Park, KS2026-11-02
San Luis Wealth Advisors LLC
9,820$1.1M0.2%CoreMediumSan Luis Obispo, CA2026-10-27
Consilium Wealth Advisory, LLC
9,633$1.1M0.3%GrowthLowFrisco, TX2026-10-14
Eagle Global Advisors LLC
9,333$1.0M0.0%CoreLowHouston, TX2026-11-02
Banque Pictet & CIE SA
9,007$993.7K0.0%CoreMediumGeneva 73, Switzerland2026-10-16
Bria Capital Group, LLC
8,991$991.9K0.7%GrowthVery HighWesley Chapel, FL2026-10-22
Markowski Investments
8,877$979.3K0.2%ETFN/ATampa, FL2026-10-30
WealthBridge Capital Management, LLC
8,826$973.6K0.2%ETFLowWesterville, OH2026-10-16
Brookstone Capital Management
8,812$972.2K0.0%ETFMediumWheaton, IL2026-10-22
Silverlake Wealth Management LLC
8,760$966.4K0.2%ETFLowWilliston, VT2026-10-21
Sidoxia Capital Management, LLC
8,731$963.2K0.7%GrowthLowNewport Beach, CA2026-10-28
J.Safra Asset Management Corp
8,625$951.5K0.0%ETFLowNew York, NY2026-11-03
Signal Advisors Wealth, LLC
8,549$943.1K0.0%ETFLowDetroit, MI2026-10-13
Miramontes Capital, LLC
8,306$916.3K0.3%GrowthVery LowNewport, CA2026-10-19
Transcendent Capital Group LLC
8,100$893.6K0.4%ETFMediumEdmond, OK2026-10-28
21 West Wealth Management LLC
8,033$886.2K0.8%ETFLowTustin, CA2026-10-13
Solstein Capital, LLC
7,943$876.3K0.3%CoreLowMenlo Park, CA2026-11-02
Sigma Planning Corp
7,827$863.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Rinkey Investments
7,805$861.1K0.2%ETFLowSan Diego, CA2026-10-28
Root Financial Partners, LLC
7,744$854.3K0.0%ETFMediumEncinitas, CA2026-10-21
Investment Partners, Ltd.
7,706$850.1K0.1%ETFVery LowNew Philadelphia, OH2026-10-29
Black Diamond Financial, LLC
7,595$837.9K0.1%ETFVery LowTowson, MD2026-10-26
Advisor OS, LLC
7,513$828.8K0.1%ETFMediumChicago, IL2026-11-03
Arrien Investments, Inc.
7,387$815.0K0.4%ETFLowBoise, ID2026-10-30
Algorithmic Investment Models, LLC
7,294$804.7K1.0%ETFHighBoston, MA2026-11-04
Montecito Bank & Trust
7,285$803.7K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Rosenberg Matthew Hamilton
7,134$787.0K0.1%ETFVery LowGrand Junction, CO2026-10-05
TCP Asset Management, LLC
7,124$784.1K0.1%ETFLowUpper Arlington, OH2026-10-14
Richardson Financial Services Inc.
7,072$780.2K0.4%GrowthMediumMedway, MA2026-10-30
Compass Financial Management LLC
6,977$769.7K0.1%CoreN/ATampa, FL2026-10-30
Total Clarity Wealth Management, Inc.
6,691$738.2K0.1%ETFMediumSt. Charles, IL2026-10-26
Dynamic Advisor Solutions LLC
6,557$723.3K0.0%ETFLowPhoenix, AZ2026-10-13
Capital Management Associates, Inc
6,549$722.5K0.1%ETFLowMinneapolis, MN2026-10-20
Gryphon Financial Partners LLC
6,540$721.5K0.1%IndexLowColumbus, OH2026-11-04
Integrity Alliance, Llc.
6,348$700.3K0.0%ETFMediumUrbandale, IA2026-10-29
Private Trust Co NA
6,307$695.8K0.1%CoreLowCleveland, OH2026-10-20
Foster Group, Inc.
6,148$678.3K0.0%ETFVery LowUrbandale, IA2026-10-13
Brighton Jones LLC
5,848$645.1K0.0%CoreVery LowSeattle, WA2026-11-03
Aries Wealth Management
5,651$623.4K0.1%CoreVery LowPortland, ME2026-10-23
MFA Wealth Services
5,537$610.8K0.4%ETFLowThousand Oaks, CA2026-10-14
Turning Point Benefit Group, Inc.
5,526$608.1K0.2%ETFMediumFrederick, MD2026-10-28
Armstrong Advisory Group, Inc
5,405$596.3K0.0%ETFHighNeedham, MA2026-10-09
VestGen Advisors, LLC
5,315$586.4K0.0%GrowthMediumChicago, IL2026-10-27
Diversify Wealth Management, LLC
5,279$581.7K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
5,279$581.7K0.0%GrowthLowSandy, UT2026-10-20
Lake Hills Wealth Management, LLC
5,248$579.0K0.3%ETFVery HighAustin, TX2026-10-07
WJ Wealth Management, LLC
5,045$556.6K0.2%ETFMediumGlendale, AZ2026-11-03
Sage Financial Group Inc
5,024$554.2K0.0%ETFVery LowW. Conshohocken, PA2026-10-27
Quadcap Wealth Management, LLC
4,997$551.3K0.1%ETFLowFrisco, TX2026-11-02
Jessup Wealth Management, Inc
4,954$546.5K0.1%GrowthMediumDayton, OH2026-10-20
Fortitude Advisory Group L.L.C.
4,946$545.7K0.2%GrowthMediumGig Harbor, WA2026-10-15
GLR Partners, LLC
4,750$524.0K0.2%GrowthN/AColumbia, MD2026-11-04
Leibman Financial Services, Inc.
4,721$520.8K0.4%ValueHighLouisville, NE2026-10-13
Intergy Private Wealth, LLC
4,676$515.9K0.1%ETFVery LowColorado Springs, CO2026-10-16
Bison Wealth, LLC
4,674$515.0K0.0%GrowthMediumAtlanta, GA2026-10-13
Pinnacle Associates LTD
4,652$513.2K0.0%CoreLowNew York, NY2026-10-20
Wealthcare Capital Management LLC
4,646$512.5K0.1%ETFVery LowRichmond, VA2026-10-21
Concord Wealth Partners
4,636$511.5K0.1%GrowthLowAbingdon, VA2026-11-02
Investment Partners Asset Management, Inc.
4,465$492.6K0.3%CoreLowMetuchen, NJ2026-10-09
Frontier Asset Management, LLC
4,462$492.3K0.1%ETFLowSheridan, WY2026-10-28
Woodward Diversified Capital, LLC
4,450$490.9K0.2%CoreLowBakersfield, CA2026-10-21
Integrated Advisors Network LLC
4,432$489.0K0.0%GrowthMediumDallas, TX2026-10-20
Absolute Capital Management, LLC
4,430$488.7K0.1%ETFMediumPittsburgh, PA2026-10-16
Innovative Wealth Building LLC
4,264$470.4K0.3%ETFVery LowCalifornia, MD2026-10-14
Regatta Capital Group, LLC
4,171$460.1K0.1%ETFLowEl Segundo, CA2026-10-23
Peck Wealth Management, LLC
4,150$457.8K0.4%ETFLowWhite Plains, NY2026-10-29
EdgeRock Capital LLC
4,145$457.3K0.1%ETFLowDenver, CO2026-11-03
Valpey Financial Services, LLC
4,074$449.5K0.3%ETFVery LowConcord, NH2026-10-30
High Note Wealth, LLC
4,063$448.2K0.1%ETFVery LowDeephaven, MN2026-10-27
Physician Wealth Solutions Inc.
4,050$446.8K0.2%ETFLowNorth Las Vegas, NV2026-10-14
Rubicon Advisors, GP
4,041$445.8K0.3%GrowthMediumRedding, CA2026-10-23
Bayshore Capital Advisors, LLC
4,009$442.3K0.2%YieldMediumTampa, FL2026-11-02
J. Safra Sarasin Holding AG
3,956$436.7K0.0%CoreMediumBasel, Switzerland2026-10-26
Insight Wealth Partners, LLC
3,941$434.8K0.1%ETFLowPlano, TX2026-10-26
North Capital, Inc.
3,891$428.7K0.3%ETFLowSalt Lake City, UT2026-10-16
Stanley-Laman Group, Ltd.
3,880$428.1K0.0%GrowthMediumBerwyn, PA2026-10-20
Apollon Wealth Management, LLC
3,876$427.6K0.0%GrowthLowMount Pleasant, SC2026-10-23
Dominguez Wealth Management Solutions, Inc.
3,869$426.8K0.2%CoreVery LowWilliamsburg, VA2026-10-07
Advisory Solutions Group, LLC
3,832$422.7K0.1%ETFN/APlymouth, MN2026-10-14
Lynch Investment Planning, LLC
3,795$418.7K0.3%ETFLowNewtown Square, PA2026-10-27
Freedom Day Solutions, LLC
3,752$413.9K0.1%CoreLowHouston, TX2026-10-20
Ted Buchan & Co
3,742$412.9K0.1%ETFLowSan Diego, CA2026-10-23
Roberts Financial Services LLC
3,734$412.0K0.1%ETFLowMarquette, MI2026-10-23
Wedmont Private Capital
3,663$403.4K0.0%IndexVery LowWest Chester, PA2026-10-09
Integrity Advisory Solutions, LLC
3,639$401.6K0.0%ETFMediumDallas, TX2026-10-29
Crane Advisory, LLC
3,636$400.3K0.1%ETFVery LowFullerton, CA2026-10-13
Excalibur Management Corp
3,630$400.5K0.1%CoreVery LowWaltham, MA2026-11-02
Tompkins Financial Corp
3,626$400.0K0.0%CoreLowIthaca, NY2026-10-05
LTG Capital LLC
3,620$399.4K0.3%ETFLowFramingham, MA2026-11-04
Retireful, LLC
3,561$392.9K0.3%GrowthVery HighHaslett, MI2026-10-09
Global Assets Advisory, LLC
3,516$387.0K0.1%GrowthHighOrlando, FL2026-10-28
Revolve Wealth Partners, LLC
3,440$379.5K0.0%ETFVery LowHackensack, NJ2026-10-23
Integrated Capital Management, LLC
3,430$378.4K0.1%ETFLowBloomfield, MI2026-10-23
Almanack Investment Partners, Llc.
3,402$375.3K0.0%ETFMediumNewtown Square, PA2026-11-03
Innova Wealth Partners
3,358$370.5K0.1%ETFHighNewtown, PA2026-10-21
Sterling Investment Counsel, LLC
3,318$366.0K0.1%GrowthLowBuffalo, NY2026-10-19
Heritage OAK Wealth Advisors LLC
3,292$363.2K0.1%ValueHighSanta Rosa Beach, FL2026-10-14
Salem Investment Counselors Inc
3,250$358.5K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
HUB Investment Partners, LLC
3,247$358.2K0.0%GrowthLowAustin, TX2026-11-03
Walkner Condon Financial Advisors LLC
3,152$347.7K0.0%ETFLowVerona, WI2026-11-02
Romano Brothers and Company
3,120$344.2K0.0%CoreLowEvanston, IL2026-10-22
Values First Advisors, Inc.
3,095$341.5K0.2%CoreMediumJohnson City, TN2026-10-23
Sowell Financial Services LLC
3,070$338.7K0.0%CoreLowNorth Little Rock, AR2026-10-23
Ironwood Wealth Management, Llc.
3,007$331.7K0.1%ETFLowChandler, AZ2026-10-28
First Interstate Bank
2,881$317.8K0.0%ETFLowBillings, MT2026-10-23
IFC & Insurance Marketing, Inc.
2,877$317.4K0.3%ETFHighAuburn, CA2026-10-16
Cairn Investment Group, Inc.
2,875$317.0K0.3%ValueLowVancouver, WA2026-11-04
Aprio Wealth Management, LLC
2,861$315.6K0.0%ETFMediumAtlanta, GA2026-10-28
Sicart Associates LLC
2,850$314.2K0.1%CoreLowNew York, NY2026-10-29
Lincoln Capital Corp
2,843$313.6K0.1%ETFMediumEast Greenwich, RI2026-10-13
Trueblood Wealth Management, LLC
2,839$313.2K0.1%CoreLowLima, OH2026-10-23
Finley Financial, LLC
2,780$305.9K0.1%ETFVery LowLas Vegas, NV2026-10-28
Partners Wealth Management, LLC
2,754$303.8K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Clark Asset Management, LLC
2,748$303.2K0.0%ETFVery LowStratham, NH2026-10-19
RMR Wealth Builders
2,735$301.7K0.0%ETFLowMontclair, NJ2026-10-22
Wealthcare Advisory Partners LLC
2,729$301.1K0.0%ETFLowWest Chester, PA2026-10-21
Ballast Rock Private Wealth LLC
2,700$297.9K0.1%ETFMediumCharleston, SC2026-10-26
Triumph Capital Management
2,689$296.7K0.1%ETFMediumDenver, CO2026-10-14
Robinson Value Management, Ltd.
2,588$285.5K0.2%YieldHighSan Antonio, TX2026-10-20
M Holdings Securities, Inc.
2,552$282.0K0.1%ETFHighPortland, OR2026-11-03
American Institute for Advanced Investment Management, LLP
2,550$281.3K0.2%ETFLowScottsdale, AZ2026-11-03
Kelleher Financial Advisors
2,487$274.4K0.1%CoreMediumNew York, NY2026-10-30
Sugar Maple Asset Management, LLC
2,443$269.5K0.2%ETFMediumSister Bay, WI2026-10-13
Koshinski Asset Management, Inc.
2,431$268.2K0.0%ETFLowDecatur, IL2026-10-29
First Heartland Consultants, Inc.
2,421$267.1K0.0%ETFMediumLake St. Louis, MO2026-10-08
Cassaday & Co Wealth Management LLC
2,417$266.6K0.0%ETFVery LowMclean, VA2026-10-27
Lockerman Financial Group, Inc.
2,406$265.4K0.4%ETFMediumNewport Beach, CA2026-10-19
Probity Advisors, Inc.
2,400$264.8K0.0%ETFLowDallas, TX2026-10-23
Summa Corp.
2,380$262.6K0.1%Agg GrowthLowThe Woodlands, TX2026-10-30
Kestra Investment Management, LLC
2,372$261.7K0.0%ETFMediumAustin, TX2026-11-04
Mission Wealth Management, LP
2,359$260.3K0.0%ETFLowSanta Barbara, CA2026-10-15
Tanager Wealth Management LLP
2,300$253.7K0.0%ETFLowGoring On Thames, United Kingdom2026-10-19
Ables, Iannone, Moore & Associates, Inc.
2,232$246.2K0.1%GrowthVery LowSavannah, GA2026-10-06
Signaturefd, LLC
2,211$243.9K0.0%IndexLowAtlanta, GA2026-10-23
NWF Advisory Services Inc.
2,121$234.0K0.0%GARPLowLos Angeles, CA2026-10-19
Magnus Financial Group LLC
1,996$220.2K0.0%ETFLowNew York, NY2026-10-21
Lauterbach Financial Advisors, LLC
1,979$218.3K0.1%ETFVery LowEl Paso, TX2026-10-21
Pacific Excel Wealth Advisors, Inc.
1,964$216.7K0.2%ETFHighWalnut Creek, CA2026-10-27
Davidson Trust Co
1,950$215.1K0.1%CoreLowSeattle, WA2026-10-09
BridgePort Financial Solutions, LLC
1,940$214.0K0.0%ETFLowFairfield, IA2026-11-02
Basso Capital Management, L.P.
1,900$209.6K0.0%ETFMediumStamford, CT2026-10-30
Raab & Moskowitz Asset Management LLC
1,879$207.3K0.0%CoreLowChatham, NJ2026-11-02
Crusonia Wealth Advisors LLC
1,855$204.6K0.0%ETFVery LowDenver, CO2026-10-26
Smith Salley Wealth Management
1,840$203.0K0.0%GrowthLowGreensboro, NC2026-11-03
Avantax Planning Partners, Inc.
1,840$203.0K0.0%ETFLowDubuque, IA2026-11-03
Evergreen Capital Management LLC
1,822$201.0K0.0%GARPMediumBellevue, WA2026-10-23
Investors Research Corp
1,817$200.5K0.0%ETFLowAtlanta, GA2026-10-07
Kennicott Capital Management LLC
1,816$200.3K0.1%ETFVery LowLarkspur, CA2026-10-16
LFA - Lugano Financial Advisors SA
1,730$190.9K0.1%ETFLowLugano, Switzerland2026-11-03
Richards, Merrill & Peterson, Inc.
1,450$160.0K0.0%GrowthLowSpokane, WA2026-10-19
StrongBox Wealth, LLC
1,450$160.0K0.0%GrowthLowLee'S Summit, MO2026-11-02
Signature Equity Partners, LLC
1,438$158.6K0.1%GrowthMediumColumbus, OH2026-10-29
First Horizon Corp
1,404$154.9K0.0%CoreLowMemphis, TN2026-10-26
Kingdom Financial Group Llc.
1,248$137.7K0.0%ETFMediumPeoria, AZ2026-11-04
Salomon & Ludwin, LLC
1,216$134.1K0.0%ETFVery LowRichmond, VA2026-10-29
Quest 10 Wealth Builders, Inc.
1,079$119.1K0.1%ETFLowFuquay-Varina, VA2026-11-02
Buck Wealth Strategies, LLC
1,037$114.4K0.0%ValueMediumDenver, CO2026-10-28
Networth Advisors, LLC
1,000$110.3K0.1%ETFMediumCanonsburg, PA2026-11-03
Laurel Wealth Advisors LLC
775$85.5K0.0%CoreVery LowCharlotte, NC2026-10-27
Friedenthal Financial
766$84.5K0.0%ETFHighMarlton, NJ2026-10-27
Balance Wealth Partners LLC
704$77.6K0.0%ETFMediumWorthington, OH2026-10-27
JFS Wealth Advisors, LLC
619$68.3K0.0%ETFVery LowHermitage, PA2026-11-03
Hoese & Co LLP
480$53.0K0.0%ETFLowGlencoe, MN2026-10-21
EPG Wealth Management LLC
454$50.1K0.0%GrowthLowAtlanta, GA2026-11-03
Latitude Advisors, LLC
402$44.3K0.0%ETFLowYorkville, IL2026-10-27
Highline Wealth Partners LLC
377$41.6K0.0%ETFMediumSherman Oaks, CA2026-10-19
Lloyd Advisory Services, Llc.
310$34.2K0.0%ETFVery HighSuwanee, GA2026-11-02
Mather Group, Llc.
290$32.0K0.0%ETFMediumChicago, IL2026-10-14
Bank of New Hampshire
256$28.2K0.0%CoreLowLaconia, NH2026-10-06
Noble Wealth Management PBC
235$25.9K0.0%YieldMediumGreenwood Village, CO2026-10-01
Planning Strategies Inc.
221$24.4K0.0%ETFN/ALancaster, PA2026-10-02
Nvest Wealth Strategies, Inc.
212$23.4K0.0%ETFVery LowPowell, OH2026-10-14
Keystone Financial Group, Inc.
169$18.7K0.0%ETFLowAtlanta, GA2026-10-13
Physician Wealth Advisors, Inc.
163$18.0K0.0%ETFMediumMidvale, UT2026-10-20
Provenance Wealth Advisors, LLC
150$16.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Murphy & Mullick Capital Management Corp
145$16.0K0.0%GrowthLowSmithtown, NY2026-11-02
Birch Financial Group, LLC
144$15.9K0.0%CoreLowKeene, NH2026-10-27
Asset Management One Co., Ltd.
129$14.2K0.0%IndexVery LowTokyo, Mexico2026-10-27
Bulwark Capital Corp
119$13.1K0.0%ETFMediumFernandina Beach, FL2026-10-13
Mosley Wealth Management
85$9.4K0.0%ETFHighAnaheim, CA2026-10-16
Financial Network Wealth Advisors LLC
72$7.9K0.0%ETFLowMurray, UT2026-10-28
Cullen T Bankers, Inc.
70$7.7K0.0%GrowthLowSan Antonio, TX2026-10-28
Asset Dedication, LLC
64$7.1K0.0%ETFLowSan Francisco, CA2026-11-03
Moisand Fitzgerald Tamayo, LLC
60$6.6K0.0%ETFVery LowOrlando, FL2026-10-15
Golden State Wealth Management, LLC
54$6.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Wealth Analytics Partners, LLC
52$5.7K0.0%ETFVery LowSan Diego, CA2026-10-19
Nova Financial LLC
40$4.4K0.0%N/AN/ATucson, AZ2026-11-04
Creative Financial Designs Inc
39$4.3K0.0%ETFMediumKokomo, IN2026-11-04
Rakuten Securities, Inc.
35$3.9K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Pflug Koory, LLC
35$3.9K0.0%CoreVery LowOmaha, NE2026-10-26
Phillip James Consulting Co.
25$2.8K0.0%ETFVery HighPlymouth, MN2026-11-03
Team Financial Group, LLC
22$2.4K0.0%ETFLowTemecula, CA2026-10-30
EverSource Wealth Advisors, LLC
14$1.5K0.0%CoreMediumBirmingham, AL2026-11-04
Key FInancial Inc
13$1.4K0.0%ETFLowWest Chester, PA2026-11-02
Blue Trust, Inc.
12$1.3K0.0%ETFLowBrentwood, TN2026-10-15
PayPay Securities Corp
9$9930.0%CoreMediumTokyo, Mexico2026-10-27
Blueline Advisors LLC
6$6620.0%ETFLowExeter, NH2026-10-15
Lanark Financial, Inc.
5$5520.0%CoreMediumBirmingham, AL2026-10-26
Cordgrass Capital Advisors, LLC
3$3310.0%CoreLowRaleigh, NC2026-10-30
Wolff Wiese Magana LLC
3$3310.0%GrowthLowCarslbad, CA2026-10-15