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Ishares U.S. Medical Devices (IHI)

CUSIP: 464288810 | NYSE | 1669 institutional holders

Quarters

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

Citigroup Inc4,396,649
0.1% of portfolio›$224.9M
Congress Asset Management Co263,557
0.0% of portfolio›$263.6K
Wealth Enhancement Advisory Services, LLC176,814
0.0% of portfolio›$9.0M
Journey Advisory Group, LLC167,077
0.6% of portfolio›$8.5M
Commonwealth Equity Services, LLC162,700
0.0% of portfolio›$8.3M
Creative Financial Designs Inc136,472
0.3% of portfolio›$7.0M
Cumberland Advisors Inc127,270
2.3% of portfolio›$6.5M
Lynx Capital Group LTD125,820
2.5% of portfolio›$6.4M
Cannon Advisors, Inc.124,575
3.8% of portfolio›$6.6M
Cambridge Investment Research Advisors, Inc.115,260
0.0% of portfolio›$5.9K
Altfest L J & Co Inc109,228
0.6% of portfolio›$5.6M
Arkansas Financial Group, Inc.93,824
0.6% of portfolio›$4.8M
Courier Capital LLC84,368
0.2% of portfolio›$4.3M
Valicenti Advisory Services Inc80,645
0.0% of portfolio›$4.1K
Econ Financial Services Corp76,278
1.6% of portfolio›$3.9M
Gerber Kawasaki Wealth & Investment Management74,900
0.1% of portfolio›$3.8M
Means Investment Co., Inc.70,374
0.3% of portfolio›$3.6M
Truist Financial Corp67,616
0.0% of portfolio›$3.5M
Kestra Advisory Services, LLC65,943
0.0% of portfolio›$3.4M
Segment Wealth Management, LLC58,883
0.2% of portfolio›$3.0M
Capital Asset Advisory Services LLC52,922
0.1% of portfolio›$2.9M
First Interstate Bank48,828
0.1% of portfolio›$2.5M
Diversified Enterprises, LLC48,086
0.1% of portfolio›$2.5M
Northstar Asset Management Co46,310
0.4% of portfolio›$2.5M
Columbus Macro, LLC44,671
0.2% of portfolio›$2.3M
Moneco Advisors, LLC44,376
0.1% of portfolio›$2.3M
B. Riley Wealth Advisors, Inc.40,098
0.1% of portfolio›$2.1M
Creative Planning38,925
0.0% of portfolio›$2.0M
Robertson Stephens Wealth Management, LLC38,419
0.0% of portfolio›$2.0M
Chicago Partners Investment Group LLC35,483
0.0% of portfolio›$1.9M
Quattro Financial Advisors LLC33,090
0.4% of portfolio›$1.7M
Baxter Bros Inc32,258
0.2% of portfolio›$1.6M
Integrated Advisors Network LLC31,989
0.1% of portfolio›$1.6M
TCP Asset Management, LLC31,043
0.2% of portfolio›$1.6M
MGO One Seven LLC27,839
0.0% of portfolio›$1.4M
Meitav Investment House LTD27,178
0.0% of portfolio›$1.4M
Cambiar Investors LLC26,068
0.1% of portfolio›$1.3M
Apollon Financial, LLC25,810
0.1% of portfolio›$1.3M
Bank of New York Mellon Corp25,525
0.0% of portfolio›$1.3M
Certified Advisory Corp24,873
0.1% of portfolio›$1.3M
Regions Financial Corp24,099
0.0% of portfolio›$1.2M
Dynamic Advisor Solutions LLC23,243
0.0% of portfolio›$1.2M
Hazlett, Burt & Watson, Inc.22,842
0.4% of portfolio›$618.5K
High Point Wealth Management, LLC22,739
0.9% of portfolio›$1.2M
Dale Q Rice Investment Management Ltd22,679
0.6% of portfolio›$1.2M
Triangle Securities Wealth Management21,552
0.2% of portfolio›$1.1M
Pacific Center for Financial Services21,094
0.2% of portfolio›$1.1M
Signature Estate & Investment Advisors LLC20,818
0.0% of portfolio›$1.1M
Simplex Trading, LLC20,709
0.0% of portfolio›$1.1M
Farther Finance Advisors, LLC20,409
0.0% of portfolio›$1.0M
Montecito Bank & Trust20,314
0.2% of portfolio›$1.0M
Pension & Wealth Management Advisors, Inc.20,206
0.2% of portfolio›$1.0M
BIP Wealth, LLC20,041
0.0% of portfolio›$1.0M
Live Oak Private Wealth LLC19,984
0.1% of portfolio›$1.0M
Pinnacle Associates LTD19,615
0.0% of portfolio›$1.0M
Cornerstone Wealth Management, LLC19,235
0.0% of portfolio›$983.9K
Kestra Private Wealth Services, LLC18,589
0.0% of portfolio›$950.8K
Burke & Herbert Bank & Trust Co17,900
0.2% of portfolio›$915.6K
Advus Financial Partners, LLC17,813
0.3% of portfolio›$911.1K
Apollon Wealth Management, LLC17,070
0.0% of portfolio›$873.1K
MCF Advisors LLC16,985
0.0% of portfolio›$868.8K
Concurrent Investment Advisors, LLC16,770
0.0% of portfolio›$857.8K
Parallel Advisors, LLC16,674
0.0% of portfolio›$852.9K
Retirement Planning Co of New England, Inc.16,537
0.3% of portfolio›$845.9K
Integrity Alliance, Llc.16,492
0.0% of portfolio›$843.6K
Park Avenue Securities LLC16,268
0.0% of portfolio›$832
Cypress Asset Management Inc16,042
0.2% of portfolio›$820.5K
Spectrum Asset Management, Inc. (NB )15,680
0.2% of portfolio›$802.0K
Wisconsin Wealth Advisors, LLC15,642
0.7% of portfolio›$800.1K
Lido Advisors, LLC15,437
0.0% of portfolio›$789.6K
Venture Visionary Partners LLC15,316
0.0% of portfolio›$783.4K
Choreo, LLC14,351
0.0% of portfolio›$741.0K
Allspring Global Investments Holdings, LLC14,271
0.0% of portfolio›$722.8K
Glenview Trust Co14,258
0.0% of portfolio›$729.3K
Kingswood Wealth Advisors, LLC14,223
0.0% of portfolio›$727.5K
Sovran Advisors, LLC13,267
0.1% of portfolio›$738.8K
HB Wealth Management, LLC12,840
0.0% of portfolio›$656.8K
Brookstone Capital Management12,821
0.0% of portfolio›$655.8K
Variant Private Wealth, LLC12,602
0.6% of portfolio›$644.6K
Sowell Financial Services LLC12,506
0.0% of portfolio›$639.7K
Aafmaa Wealth Management & Trust LLC12,328
0.2% of portfolio›$630.6K
Sigma Planning Corp12,167
0.0% of portfolio›$623.9K
Oppenheimer & Co Inc12,071
0.0% of portfolio›$617.4K
Lanark Financial, Inc.11,967
0.0% of portfolio›$612.1K
Guerra PAN Advisors, LLC11,812
0.4% of portfolio›$635.0K
Journey Beyond Wealth, LLC11,669
0.5% of portfolio›$596.9K
Y-Intercept (Hong Kong) Ltd11,447
0.0% of portfolio›$585.5K
Watchman Group, Inc.11,380
0.1% of portfolio›$582.1K
WP Advisors, LLC11,371
0.1% of portfolio›$581.6K
Nautilus Advisors LLC11,035
0.3% of portfolio›$564.4K
Carnegie Investment Counsel11,000
0.0% of portfolio›$562.7K
Phraction Management LLC10,401
0.1% of portfolio›$532.0K
Connecticut Wealth Management, LLC9,964
0.0% of portfolio›$509.7K
Meridian Investment Counsel Inc.9,938
0.1% of portfolio›$508.3K
VestGen Advisors, LLC9,651
0.0% of portfolio›$493.6K
Ashton Thomas Private Wealth, LLC9,535
0.0% of portfolio›$487.7K
Sagespring Wealth Partners, LLC9,456
0.0% of portfolio›$483.7K
Larson Financial Group LLC8,602
0.0% of portfolio›$440.0K
Willow Creek Wealth Management Inc.8,597
0.0% of portfolio›$439.8K
Joseph P. Lucia & Associates, LLC8,461
0.1% of portfolio›$432.8K
FinDec Wealth Services, Inc.8,427
0.5% of portfolio›$431.0K
Physician Wealth Advisors, Inc.8,402
0.0% of portfolio›$429.8K
Turtle Creek Wealth Advisors, LLC8,165
0.0% of portfolio›$417.6K
Manchester Capital Management LLC8,110
0.1% of portfolio›$414.8K
Sage Capital Management, LLC8,046
0.2% of portfolio›$411.8K
WealthSpring Partners, LLC8,039
0.4% of portfolio›$411.2K
TD Waterhouse Canada Inc.7,798
0.0% of portfolio›$394.9K
Wedmont Private Capital7,681
0.0% of portfolio›$392.5K
Clear Creek Financial Management, LLC7,614
0.0% of portfolio›$389.4K
Armor Investment Advisors, LLC7,610
0.1% of portfolio›$389.3K
KCM Investment Advisors LLC7,566
0.0% of portfolio›$387.0K
D.A. Davidson & Co.7,559
0.0% of portfolio›$386.7K
First Security Investment Management, Inc.7,438
0.3% of portfolio›$380.5K
Harbor Investment Advisory, LLC7,309
0.0% of portfolio›$373.9K
Annex Advisory Services, LLC7,192
0.0% of portfolio›$367.9K
Advantage Trust Co7,140
0.1% of portfolio›$365.2K
Citizens Financial Group Inc7,053
0.0% of portfolio›$360.8K
Meridian Wealth Management, LLC6,826
0.0% of portfolio›$349.2K
Welch Group, LLC6,757
0.0% of portfolio›$345.6K
Balance Wealth Partners LLC6,439
0.1% of portfolio›$329.4K
Avior Wealth Management, LLC6,413
0.0% of portfolio›$328.0K
LaFleur & Godfrey LLC6,361
0.0% of portfolio›$325.4K
Creekside Partners6,360
0.1% of portfolio›$325.3K
Koshinski Asset Management, Inc.6,086
0.0% of portfolio›$311.3K
Caldwell Trust Co6,064
0.0% of portfolio›$310.2K
Harel Insurance Investments & Financial Services Ltd.6,029
0.0% of portfolio›$308
Primoris Wealth Advisors, LLC5,955
0.1% of portfolio›$304.6K
StoneX Group Inc.5,862
0.0% of portfolio›$308.4K
Paragon Private Wealth Management, LLC5,828
0.1% of portfolio›$298.1K
TPG Advisors LLC5,788
0.2% of portfolio›$296.1K
ALM First Financial Advisors, LLC5,568
0.0% of portfolio›$284.8K
Kraft, Davis & Associates, LLC5,562
0.1% of portfolio›$299.3K
International Assets Investment Management, LLC5,392
0.0% of portfolio›$273.1K
Buck Wealth Strategies, LLC5,370
0.0% of portfolio›$274.7K
Independent Financial Group, LLC5,323
0.0% of portfolio›$272.3K
Cutler Investment Counsel LLC5,313
0.0% of portfolio›$271.8K
Wedbush Securities Inc5,296
0.0% of portfolio›$271
Caliber Wealth Management, LLC / KS5,202
0.0% of portfolio›$266.1K
Traynor Capital Management, Inc.5,148
0.0% of portfolio›$263.3K
Montis Financial, LLC5,017
0.1% of portfolio›$256.6K
Laurel OAK Wealth Management, LLC5,011
0.0% of portfolio›$256.3K
Client 1ST Advisory Group, LLC4,842
0.1% of portfolio›$247.7K
Carrera Capital Advisors4,819
0.0% of portfolio›$246.5K
Acropolis Investment Management, LLC4,800
0.0% of portfolio›$245.5K
Carroll Advisory Group, LLC4,769
0.1% of portfolio›$244.0K
Flaharty Asset Management, LLC4,709
1.3% of portfolio›$237.6K
Jessup Wealth Management, Inc4,702
0.1% of portfolio›$240.5K
Prospera Financial Services Inc4,621
0.0% of portfolio›$252.4K
Patten Group, Inc.4,594
0.0% of portfolio›$235.0K
Great Lakes Retirement, Inc.4,424
0.0% of portfolio›$226.3K
First American Bank4,224
0.0% of portfolio›$216.1K
Focus Financial Network, Inc.4,045
0.0% of portfolio›$206.9K
Pinnacle Bancorp, Inc.3,835
0.1% of portfolio›$196.2K
Hilltop National Bank3,555
0.0% of portfolio›$181.8K
IFP Advisors, Inc3,417
0.0% of portfolio›$174.8K
Cassaday & Co Wealth Management LLC3,311
0.0% of portfolio›$169.4K
AlphaCore Capital LLC3,017
0.0% of portfolio›$154.3K
Capital Investment Advisory Services, LLC2,981
0.0% of portfolio›$152.5K
Private Trust Co NA2,933
0.0% of portfolio›$150.0K
Peterson Wealth Services2,894
0.0% of portfolio›$148.0K
Y.D. More Investments Ltd2,705
0.0% of portfolio›$138.4K
Biltmore Family Office, LLC2,700
0.0% of portfolio›$138.1K
Blue Trust, Inc.2,575
0.0% of portfolio›$131.7K
Mascoma Wealth Management LLC2,221
0.0% of portfolio›$113.6K
Rossby Financial, LCC2,165
0.0% of portfolio›$110.7K
Montag A & Associates Inc2,120
0.0% of portfolio›$108.4K
FNY Investment Advisers, LLC2,000
0.0% of portfolio›$102
Edgemoor Investment Advisors, Inc.1,986
0.0% of portfolio›$101.6K
Concord Wealth Partners1,944
0.0% of portfolio›$99.4K
Ashton Thomas Securities, LLC1,813
0.0% of portfolio›$92.7K
Aspect Partners, LLC1,758
0.0% of portfolio›$89.9K
Register Financial Advisors LLC1,585
0.0% of portfolio›$81.1K
Harbor Asset Planning, Inc.1,537
0.1% of portfolio›$78.6K
Activest Wealth Management1,501
0.0% of portfolio›$76.8K
Spire Wealth Management1,371
0.0% of portfolio›$70.1K
Financial Perspectives, Inc1,146
0.0% of portfolio›$58.6K
Catherine Avery Investment Management LLC1,112
0.0% of portfolio›$56.9K
Next Level Wealth Planning, LLC1,050
0.0% of portfolio›$53.7K
Ameliora Wealth Management Ltd.1,000
0.0% of portfolio›$51.2K
GHP Investment Advisors, Inc.933
0.0% of portfolio›$47.7K
Rosenberg Matthew Hamilton889
0.0% of portfolio›$45.5K
Canton Hathaway, LLC867
0.0% of portfolio›$44.3K
Clean Yield Group840
0.0% of portfolio›$43.0K
Mainstream Capital Management LLC800
0.0% of portfolio›$40.9K
Assetmark, Inc740
0.0% of portfolio›$37.9K
Livelsberger Financial Advisory720
0.2% of portfolio›$36.8K
Key FInancial Inc716
0.0% of portfolio›$36.6K
RMG Wealth Management LLC660
0.0% of portfolio›$36.0K
Balentine LLC654
0.0% of portfolio›$33.5K
Westside Investment Management, Inc.650
0.0% of portfolio›$33.2K
TD Private Client Wealth LLC647
0.0% of portfolio›$33.1K
William Mack & Associates, Inc.618
0.0% of portfolio›$31.6K
Ascentis Wealth Management, LLC610
0.0% of portfolio›$31.2K
Princeton Global Asset Management LLC600
0.0% of portfolio›$30.7K
Ascentis Independent Advisors584
0.0% of portfolio›$29.9K
Golden State Wealth Management, LLC550
0.0% of portfolio›$28.1K
CoreCap Advisors, LLC546
0.0% of portfolio›$28.0K
Gamma Investing LLC516
0.0% of portfolio›$26.4K
Country Trust Bank450
0.0% of portfolio›$23.0K
Compass Financial Management LLC385
0.0% of portfolio›$19.7K
Signaturefd, LLC375
0.0% of portfolio›$19.2K
Monetary Solutions, Ltd370
0.0% of portfolio›$18.9K
North Star Investment Management Corp.360
0.0% of portfolio›$18.4K
Pacifica Partners Inc.348
0.0% of portfolio›$17.6K
Valley National Advisers Inc343
0.0% of portfolio›$17.5K
Birch Financial Group, LLC343
0.0% of portfolio›$17.5K
Align Financial, LLC338
0.0% of portfolio›$17.3K
Archer Investment Corp337
0.0% of portfolio›$17.2K
Bokf, NA300
0.0% of portfolio›$15.3K
Comprehensive Financial Planning, Inc.299
0.0% of portfolio›$15.3K
Sunrise Financial Services, LLC276
0.0% of portfolio›$14.1K
Heritage Family Offices, LLP254
0.0% of portfolio›$13.0K
Albion Financial Group240
0.0% of portfolio›$12.3K
Capital Advisors, Ltd. LLC222
0.0% of portfolio›$11
Mather Group, Llc.210
0.0% of portfolio›$10.7K
American National Bank & Trust205
0.0% of portfolio›$10.5K
Gen-Wealth Partners Inc193
0.0% of portfolio›$9.9K
DiNuzzo Private Wealth, Inc.189
0.0% of portfolio›$9.7K
Cedar Mountain Advisors, LLC152
0.0% of portfolio›$7.8K
City State Bank130
0.0% of portfolio›$6.7K
Dhjj Financial Advisors, Ltd.126
0.0% of portfolio›$6.4K
Rachor Investment Advisory Services, LLC123
0.0% of portfolio›$6.3K
First United Bank & Trust120
0.0% of portfolio›$6.1K
Central Pacific Bank - Trust Division120
0.0% of portfolio›$6.1K
Costello Asset Management, Inc100
0.0% of portfolio›$5.1K
Owl Creek Wealth Partners LLC100
0.0% of portfolio›$5.1K
Phillips Financial Management, LLC100
0.0% of portfolio›$5.1K
Realta Investment Advisors100
0.0% of portfolio›$5.1K
Downshift Financial, LLC95
0.0% of portfolio›$4.9K
Holos Integrated Wealth LLC80
0.0% of portfolio›$4.3K
GK Wealth Management LLC67
0.0% of portfolio›$3.4K
Cdkv Holdings LLC61
0.0% of portfolio›$3.1K
IMG Wealth Management, Inc.56
0.0% of portfolio›$2.9K
Mondrian Investment Partners LTD41
0.0% of portfolio›$2.2K
Avion Wealth38
0.0% of portfolio›$1
Cape Investment Advisory, Inc.32
0.0% of portfolio›$1.6K
EverSource Wealth Advisors, LLC24
0.0% of portfolio›$1.2K
Go Invest LLC24
0.0% of portfolio›$1.2K
Signature Resources Capital Management, LLC15
0.0% of portfolio›$767
Creative Capital Management Investments LLC10
0.0% of portfolio›$512
Kingdom Financial Group Llc.1
0.0% of portfolio›$61
Retirement Wealth Solutions LLC0
0.0% of portfolio›$17
StyleTurnoverLocationFiled
Citigroup Inc
4,396,649$224.9M0.1%CoreMediumNew York, NY2026-11-04
Congress Asset Management Co
263,557$263.6K0.0%GrowthMediumBoston, MA2026-10-06
Wealth Enhancement Advisory Services, LLC
176,814$9.0M0.0%CoreLowPlymouth, MN2026-10-13
Journey Advisory Group, LLC
167,077$8.5M0.6%CoreMediumCovington, KY2026-11-04
Commonwealth Equity Services, LLC
162,700$8.3M0.0%ETFLowWaltham, MA2026-11-02
Creative Financial Designs Inc
136,472$7.0M0.3%ETFMediumKokomo, IN2026-11-04
Cumberland Advisors Inc
127,270$6.5M2.3%ETFVery LowSarasota, FL2026-10-30
Lynx Capital Group LTD
125,820$6.4M2.5%ValueLowBeachwood, OH2026-11-04
Cannon Advisors, Inc.
124,575$6.6M3.8%GrowthHighCharlotte, NC2026-10-14
Cambridge Investment Research Advisors, Inc.
115,260$5.9K0.0%ETFLowFairfield, IA2026-11-02
Altfest L J & Co Inc
109,228$5.6M0.6%ETFHighNew York, NY2026-10-27
Arkansas Financial Group, Inc.
93,824$4.8M0.6%ETFVery LowLittle Rock, AR2026-10-26
Courier Capital LLC
84,368$4.3M0.2%ETFLowBuffalo, NY2026-10-19
Valicenti Advisory Services Inc
80,645$4.1K0.0%GrowthLowElmira, NY2026-10-23
Econ Financial Services Corp
76,278$3.9M1.6%YieldVery HighHarrisburg, PA2026-10-19
Gerber Kawasaki Wealth & Investment Management
74,900$3.8M0.1%ETFLowSanta Monica, CA2026-10-29
Means Investment Co., Inc.
70,374$3.6M0.3%GrowthVery LowBangor, ME2026-11-03
Truist Financial Corp
67,616$3.5M0.0%CoreLowCharlotte, NC2026-10-30
Kestra Advisory Services, LLC
65,943$3.4M0.0%CoreLowAustin, TX2026-11-02
Segment Wealth Management, LLC
58,883$3.0M0.2%CoreLowHouston, TX2026-10-26
Capital Asset Advisory Services LLC
52,922$2.9M0.1%ETFLowWilliamston, MI2026-10-30
First Interstate Bank
48,828$2.5M0.1%ETFLowBillings, MT2026-10-23
Diversified Enterprises, LLC
48,086$2.5M0.1%ETFVery LowWilmington, DE2026-10-19
Northstar Asset Management Co
46,310$2.5M0.4%CoreVery LowBlue Bell, PA2026-10-22
Columbus Macro, LLC
44,671$2.3M0.2%YieldMediumNew Castle, PA2026-10-14
Moneco Advisors, LLC
44,376$2.3M0.1%ETFLowFairfield, CT2026-11-05
B. Riley Wealth Advisors, Inc.
40,098$2.1M0.1%GrowthLowMemphis, TN2026-10-13
Creative Planning
38,925$2.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Robertson Stephens Wealth Management, LLC
38,419$2.0M0.0%ETFMediumSan Francisco, CA2026-10-16
Chicago Partners Investment Group LLC
35,483$1.9M0.0%GARPLowChicago, IL2026-10-27
Quattro Financial Advisors LLC
33,090$1.7M0.4%ETFMediumMontgomery, TX2026-10-15
Baxter Bros Inc
32,258$1.6M0.2%CoreLowRiverside, CT2026-11-04
Integrated Advisors Network LLC
31,989$1.6M0.1%GrowthMediumDallas, TX2026-10-20
TCP Asset Management, LLC
31,043$1.6M0.2%ETFLowUpper Arlington, OH2026-10-14
MGO One Seven LLC
27,839$1.4M0.0%GrowthLowBeachwood, OH2026-10-28
Meitav Investment House LTD
27,178$1.4M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Cambiar Investors LLC
26,068$1.3M0.1%ValueMediumDenver, CO2026-11-04
Apollon Financial, LLC
25,810$1.3M0.1%ETFVery LowMount Pleasant, SC2026-10-23
Bank of New York Mellon Corp
25,525$1.3M0.0%CoreLowNew York, NY2026-11-05
Certified Advisory Corp
24,873$1.3M0.1%ETFLowAltamonte Springs, FL2026-10-29
Regions Financial Corp
24,099$1.2M0.0%CoreLowBirmingham, AL2026-11-05
Dynamic Advisor Solutions LLC
23,243$1.2M0.0%ETFLowPhoenix, AZ2026-10-13
Hazlett, Burt & Watson, Inc.
22,842$618.5K0.4%CoreVery LowWheeling, WV2026-11-04
High Point Wealth Management, LLC
22,739$1.2M0.9%ETFLowChester, NJ2026-11-05
Dale Q Rice Investment Management Ltd
22,679$1.2M0.6%ETFVery LowVancouver, WA2026-10-09
Triangle Securities Wealth Management
21,552$1.1M0.2%CoreLowRaleigh, NC2026-10-14
Pacific Center for Financial Services
21,094$1.1M0.2%ETFMediumDanville, CA2026-10-15
Signature Estate & Investment Advisors LLC
20,818$1.1M0.0%ETFMediumLos Angeles, CA2026-10-13
Simplex Trading, LLC
20,709$1.1M0.0%CoreVery HighChicago, IL2026-11-04
Farther Finance Advisors, LLC
20,409$1.0M0.0%IndexLowSan Francisco, CA2026-10-08
Montecito Bank & Trust
20,314$1.0M0.2%GrowthVery LowSanta Barbara, CA2026-10-01
Pension & Wealth Management Advisors, Inc.
20,206$1.0M0.2%ETFLowWaltham, MA2026-10-16
BIP Wealth, LLC
20,041$1.0M0.0%ETFMediumAtlanta, GA2026-10-22
Live Oak Private Wealth LLC
19,984$1.0M0.1%ValueLowWilmington, NC2026-11-02
Pinnacle Associates LTD
19,615$1.0M0.0%CoreLowNew York, NY2026-10-20
Cornerstone Wealth Management, LLC
19,235$983.9K0.0%ETFVery LowSt. Peters, MO2026-11-04
Kestra Private Wealth Services, LLC
18,589$950.8K0.0%GrowthLowAustin, TX2026-10-30
Burke & Herbert Bank & Trust Co
17,900$915.6K0.2%CoreVery LowAlexandria, VA2026-11-02
Advus Financial Partners, LLC
17,813$911.1K0.3%ETFLowWinter Park, FL2026-10-20
Apollon Wealth Management, LLC
17,070$873.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
MCF Advisors LLC
16,985$868.8K0.0%ETFLowLexington, KY2026-10-28
Concurrent Investment Advisors, LLC
16,770$857.8K0.0%GrowthMediumTampa, FL2026-10-16
Parallel Advisors, LLC
16,674$852.9K0.0%IndexLowSan Francisco, CA2026-11-03
Retirement Planning Co of New England, Inc.
16,537$845.9K0.3%CoreLowWarwick, RI2026-10-15
Integrity Alliance, Llc.
16,492$843.6K0.0%ETFMediumUrbandale, IA2026-10-29
Park Avenue Securities LLC
16,268$8320.0%ETFMediumNew York, NY2026-10-26
Cypress Asset Management Inc
16,042$820.5K0.2%GrowthVery LowHouston, TX2026-10-09
Spectrum Asset Management, Inc. (NB )
15,680$802.0K0.2%CoreMediumNewport Beach, CA2026-10-19
Wisconsin Wealth Advisors, LLC
15,642$800.1K0.7%ETFLowSun Prairie, WI2026-10-08
Lido Advisors, LLC
15,437$789.6K0.0%GrowthLowLos Angeles, CA2026-11-04
Venture Visionary Partners LLC
15,316$783.4K0.0%CoreLowSylvania, OH2026-10-07
Choreo, LLC
14,351$741.0K0.0%IndexLowRockford, IL2026-10-28
Allspring Global Investments Holdings, LLC
14,271$722.8K0.0%CoreMediumCharlotte, NC2026-11-04
Glenview Trust Co
14,258$729.3K0.0%GrowthVery LowLouisville, KY2026-10-28
Kingswood Wealth Advisors, LLC
14,223$727.5K0.0%GrowthLowSan Diego, CA2026-10-23
Sovran Advisors, LLC
13,267$738.8K0.1%ETFMediumSan Diego, CA2026-11-02
HB Wealth Management, LLC
12,840$656.8K0.0%IndexVery LowAtlanta, GA2026-10-23
Brookstone Capital Management
12,821$655.8K0.0%ETFMediumWheaton, IL2026-10-22
Variant Private Wealth, LLC
12,602$644.6K0.6%GrowthLowTysons, VA2026-10-21
Sowell Financial Services LLC
12,506$639.7K0.0%CoreLowNorth Little Rock, AR2026-10-23
Aafmaa Wealth Management & Trust LLC
12,328$630.6K0.2%ETFMediumFayetteville, NC2026-10-14
Sigma Planning Corp
12,167$623.9K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Oppenheimer & Co Inc
12,071$617.4K0.0%CoreLowNew York, NY2026-10-26
Lanark Financial, Inc.
11,967$612.1K0.0%CoreMediumBirmingham, AL2026-10-26
Guerra PAN Advisors, LLC
11,812$635.0K0.4%GrowthVery LowMontclair, NJ2026-10-26
Journey Beyond Wealth, LLC
11,669$596.9K0.5%ETFLowRoswell, GA2026-11-04
Y-Intercept (Hong Kong) Ltd
11,447$585.5K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Watchman Group, Inc.
11,380$582.1K0.1%ETFLowPlano, TX2026-10-16
WP Advisors, LLC
11,371$581.6K0.1%CoreLowSan Francisco, CA2026-10-22
Nautilus Advisors LLC
11,035$564.4K0.3%GrowthLowLa Jolla, CA2026-10-07
Carnegie Investment Counsel
11,000$562.7K0.0%CoreLowPepper Pike, OH2026-10-20
Phraction Management LLC
10,401$532.0K0.1%GrowthLowColchester, CT2026-10-14
Connecticut Wealth Management, LLC
9,964$509.7K0.0%ETFLowFarmington, CT2026-10-13
Meridian Investment Counsel Inc.
9,938$508.3K0.1%GARPLowLafayette, CA2026-10-14
VestGen Advisors, LLC
9,651$493.6K0.0%GrowthMediumChicago, IL2026-10-27
Ashton Thomas Private Wealth, LLC
9,535$487.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Sagespring Wealth Partners, LLC
9,456$483.7K0.0%ETFLowFranklin, TN2026-10-22
Larson Financial Group LLC
8,602$440.0K0.0%GrowthLowSt Louis, MO2026-11-05
Willow Creek Wealth Management Inc.
8,597$439.8K0.0%ETFVery LowSebastopol, CA2026-10-26
Joseph P. Lucia & Associates, LLC
8,461$432.8K0.1%ETFVery LowYorktown Heights, NY2026-10-30
FinDec Wealth Services, Inc.
8,427$431.0K0.5%ETFVery LowStockton, CA2026-10-30
Physician Wealth Advisors, Inc.
8,402$429.8K0.0%ETFMediumMidvale, UT2026-10-20
Turtle Creek Wealth Advisors, LLC
8,165$417.6K0.0%GrowthLowDallas, TX2026-10-15
Manchester Capital Management LLC
8,110$414.8K0.1%CoreLowManchester, VT2026-10-22
Sage Capital Management, LLC
8,046$411.8K0.2%ETFLowStockton, NJ2026-10-20
WealthSpring Partners, LLC
8,039$411.2K0.4%ETFLowLong Beach, CA2026-10-14
TD Waterhouse Canada Inc.
7,798$394.9K0.0%CoreLowToronto, Australia2026-10-16
Wedmont Private Capital
7,681$392.5K0.0%IndexVery LowWest Chester, PA2026-10-09
Clear Creek Financial Management, LLC
7,614$389.4K0.0%ETFMediumSilverdale, WA2026-10-28
Armor Investment Advisors, LLC
7,610$389.3K0.1%ETFLowRaleigh, NC2026-10-27
KCM Investment Advisors LLC
7,566$387.0K0.0%CoreVery LowGreenbrae, CA2026-10-27
D.A. Davidson & Co.
7,559$386.7K0.0%CoreLowGreat Falls, MT2026-10-28
First Security Investment Management, Inc.
7,438$380.5K0.3%ETFVery LowLittle Rock, AR2026-11-05
Harbor Investment Advisory, LLC
7,309$373.9K0.0%GrowthLowLutherville, MD2026-10-13
Annex Advisory Services, LLC
7,192$367.9K0.0%GrowthHighBrookfield, WI2026-10-16
Advantage Trust Co
7,140$365.2K0.1%ETFVery LowSalina, KS2026-10-19
Citizens Financial Group Inc
7,053$360.8K0.0%GrowthLowProvidence, RI2026-10-23
Meridian Wealth Management, LLC
6,826$349.2K0.0%GrowthLowLexington, KY2026-11-05
Welch Group, LLC
6,757$345.6K0.0%CoreVery LowBirmingham, AL2026-10-29
Balance Wealth Partners LLC
6,439$329.4K0.1%ETFMediumWorthington, OH2026-10-27
Avior Wealth Management, LLC
6,413$328.0K0.0%ETFMediumOmaha, NE2026-10-13
LaFleur & Godfrey LLC
6,361$325.4K0.0%GrowthLowGrand Rapids, MI2026-10-27
Creekside Partners
6,360$325.3K0.1%ETFVery LowPetaluma, CA2026-11-04
Koshinski Asset Management, Inc.
6,086$311.3K0.0%ETFLowDecatur, IL2026-10-29
Caldwell Trust Co
6,064$310.2K0.0%GrowthLowVenice, FL2026-10-30
Harel Insurance Investments & Financial Services Ltd.
6,029$3080.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Primoris Wealth Advisors, LLC
5,955$304.6K0.1%GrowthMediumNorth Palm Beach, FL2026-10-28
StoneX Group Inc.
5,862$308.4K0.0%ETFMediumNew York, NY2026-11-03
Paragon Private Wealth Management, LLC
5,828$298.1K0.1%GrowthLowLexington, KY2026-10-20
TPG Advisors LLC
5,788$296.1K0.2%ETFVery LowNorthfield, IL2026-10-16
ALM First Financial Advisors, LLC
5,568$284.8K0.0%ETFVery LowDallas, TX2026-10-13
Kraft, Davis & Associates, LLC
5,562$299.3K0.1%ETFMediumSt. Louis, MO2026-10-21
International Assets Investment Management, LLC
5,392$273.1K0.0%CoreVery HighOrlando, FL2026-11-02
Buck Wealth Strategies, LLC
5,370$274.7K0.0%ValueMediumDenver, CO2026-10-28
Independent Financial Group, LLC
5,323$272.3K0.0%GrowthLowSan Diego, CA2026-10-13
Cutler Investment Counsel LLC
5,313$271.8K0.0%CoreLowJacksonville, OR2026-10-28
Wedbush Securities Inc
5,296$2710.0%CoreLowPasadena, CA2026-10-22
Caliber Wealth Management, LLC / KS
5,202$266.1K0.0%ETFLowOverland Park, KS2026-11-04
Traynor Capital Management, Inc.
5,148$263.3K0.0%GrowthLowMalvern, PA2026-10-29
Montis Financial, LLC
5,017$256.6K0.1%ETFLowWaltham, MA2026-11-04
Laurel OAK Wealth Management, LLC
5,011$256.3K0.0%GrowthLowMarlton, NJ2026-10-19
Client 1ST Advisory Group, LLC
4,842$247.7K0.1%ETFVery LowDunedin, FL2026-10-19
Carrera Capital Advisors
4,819$246.5K0.0%ETFMediumTroy, MI2026-11-03
Acropolis Investment Management, LLC
4,800$245.5K0.0%ETFLowSt. Louis, MO2026-10-08
Carroll Advisory Group, LLC
4,769$244.0K0.1%ETFVery LowTexarkana, TX2026-10-16
Flaharty Asset Management, LLC
4,709$237.6K1.3%ETFLowClearwater, FL2026-11-02
Jessup Wealth Management, Inc
4,702$240.5K0.1%GrowthMediumDayton, OH2026-10-20
Prospera Financial Services Inc
4,621$252.4K0.0%CoreMediumDallas, TX2026-11-04
Patten Group, Inc.
4,594$235.0K0.0%CoreLowChattanooga, TN2026-10-26
Great Lakes Retirement, Inc.
4,424$226.3K0.0%GrowthLowSandusky, OH2026-10-26
First American Bank
4,224$216.1K0.0%GrowthVery LowDundee, IL2026-10-27
Focus Financial Network, Inc.
4,045$206.9K0.0%ETFLowMinneapolis, MN2026-10-14
Pinnacle Bancorp, Inc.
3,835$196.2K0.1%CoreVery LowBeatrice, NE2026-10-21
Hilltop National Bank
3,555$181.8K0.0%CoreLowCasper, WY2026-10-14
IFP Advisors, Inc
3,417$174.8K0.0%GrowthLowTampa, FL2026-10-16
Cassaday & Co Wealth Management LLC
3,311$169.4K0.0%ETFVery LowMclean, VA2026-10-27
AlphaCore Capital LLC
3,017$154.3K0.0%ETFLowLa Jolla, CA2026-11-04
Capital Investment Advisory Services, LLC
2,981$152.5K0.0%CoreMediumRaleigh, NC2026-10-30
Private Trust Co NA
2,933$150.0K0.0%CoreLowCleveland, OH2026-10-20
Peterson Wealth Services
2,894$148.0K0.0%GrowthHighSouth Ogden, UT2026-10-26
Y.D. More Investments Ltd
2,705$138.4K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Biltmore Family Office, LLC
2,700$138.1K0.0%GrowthLowCharlotte, NC2026-11-03
Blue Trust, Inc.
2,575$131.7K0.0%ETFLowBrentwood, TN2026-10-15
Mascoma Wealth Management LLC
2,221$113.6K0.0%ETFVery LowHanover, NH2026-10-23
Rossby Financial, LCC
2,165$110.7K0.0%ETFMediumMelbourne, FL2026-11-05
Montag A & Associates Inc
2,120$108.4K0.0%CoreLowAtlanta, GA2026-10-29
FNY Investment Advisers, LLC
2,000$1020.0%GrowthVery HighNew York, NY2026-10-16
Edgemoor Investment Advisors, Inc.
1,986$101.6K0.0%CoreVery LowBethesda, MD2026-11-03
Concord Wealth Partners
1,944$99.4K0.0%GrowthLowAbingdon, VA2026-11-02
Ashton Thomas Securities, LLC
1,813$92.7K0.0%ETFMediumRochester, NY2026-10-26
Aspect Partners, LLC
1,758$89.9K0.0%ETFMediumFairfax, VA2026-10-20
Register Financial Advisors LLC
1,585$81.1K0.0%GARPLowAtlanta, GA2026-10-23
Harbor Asset Planning, Inc.
1,537$78.6K0.1%ETFVery LowBelmont, MA2026-10-23
Activest Wealth Management
1,501$76.8K0.0%ETFLowAventura, FL2026-10-15
Spire Wealth Management
1,371$70.1K0.0%GrowthMediumMclean, VA2026-10-30
Financial Perspectives, Inc
1,146$58.6K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Catherine Avery Investment Management LLC
1,112$56.9K0.0%CoreMediumLongboat Key, FL2026-10-14
Next Level Wealth Planning, LLC
1,050$53.7K0.0%ETFVery LowMeridian, ID2026-10-29
Ameliora Wealth Management Ltd.
1,000$51.2K0.0%ETFLowZurich, Switzerland2026-10-23
GHP Investment Advisors, Inc.
933$47.7K0.0%CoreVery LowDenver, CO2026-10-15
Rosenberg Matthew Hamilton
889$45.5K0.0%ETFVery LowGrand Junction, CO2026-10-05
Canton Hathaway, LLC
867$44.3K0.0%ValueLowProvidence, RI2026-10-23
Clean Yield Group
840$43.0K0.0%CoreLowNorwich, VT2026-10-28
Mainstream Capital Management LLC
800$40.9K0.0%GrowthLowLos Angeles, CA2026-10-23
Assetmark, Inc
740$37.9K0.0%ETFLowConcord, CA2026-10-21
Livelsberger Financial Advisory
720$36.8K0.2%YieldVery LowAshland, OH2026-10-28
Key FInancial Inc
716$36.6K0.0%ETFLowWest Chester, PA2026-11-02
RMG Wealth Management LLC
660$36.0K0.0%ETFVery HighPlatteville, WI2026-10-26
Balentine LLC
654$33.5K0.0%ETFLowAtlanta, GA2026-11-03
Westside Investment Management, Inc.
650$33.2K0.0%GrowthLowSanta Monica, CA2026-11-02
TD Private Client Wealth LLC
647$33.1K0.0%ETFLowNew York, NY2026-10-28
William Mack & Associates, Inc.
618$31.6K0.0%ETFLowTroy, MI2026-10-27
Ascentis Wealth Management, LLC
610$31.2K0.0%Agg GrowthLowDallas, TX2026-11-03
Princeton Global Asset Management LLC
600$30.7K0.0%GrowthLowPrinceton, NJ2026-10-21
Ascentis Independent Advisors
584$29.9K0.0%ETFLowDallas, TX2026-11-03
Golden State Wealth Management, LLC
550$28.1K0.0%ETFMediumSanta Ana, CA2026-11-02
CoreCap Advisors, LLC
546$28.0K0.0%ETFMediumSouthfield, MI2026-10-08
Gamma Investing LLC
516$26.4K0.0%IndexVery LowFoster City, CA2026-10-08
Country Trust Bank
450$23.0K0.0%GrowthLowBloomington, IL2026-10-30
Compass Financial Management LLC
385$19.7K0.0%CoreN/ATampa, FL2026-10-30
Signaturefd, LLC
375$19.2K0.0%IndexLowAtlanta, GA2026-10-23
Monetary Solutions, Ltd
370$18.9K0.0%ETFVery LowDayton, OH2026-10-22
North Star Investment Management Corp.
360$18.4K0.0%CoreLowChicago, IL2026-10-27
Pacifica Partners Inc.
348$17.6K0.0%CoreLowSurrey, South Africa2026-10-09
Valley National Advisers Inc
343$17.5K0.0%ETFLowBethlehem, PA2026-10-23
Birch Financial Group, LLC
343$17.5K0.0%CoreLowKeene, NH2026-10-27
Align Financial, LLC
338$17.3K0.0%ETFVery LowHermantown, MN2026-10-16
Archer Investment Corp
337$17.2K0.0%CoreMediumCarmel, IN2026-11-05
Bokf, NA
300$15.3K0.0%CoreLowTulsa, OK2026-10-27
Comprehensive Financial Planning, Inc.
299$15.3K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Sunrise Financial Services, LLC
276$14.1K0.0%ETFMediumBurien, WA2026-10-21
Heritage Family Offices, LLP
254$13.0K0.0%GrowthHighScottsdale, AZ2026-11-02
Albion Financial Group
240$12.3K0.0%GrowthLowSalt Lake City, UT2026-10-21
Capital Advisors, Ltd. LLC
222$110.0%ETFLowShaker Heights, OH2026-10-27
Mather Group, Llc.
210$10.7K0.0%ETFMediumChicago, IL2026-10-14
American National Bank & Trust
205$10.5K0.0%CoreVery LowWichita Falls, TX2026-10-07
Gen-Wealth Partners Inc
193$9.9K0.0%CoreLowZeeland, MI2026-11-04
DiNuzzo Private Wealth, Inc.
189$9.7K0.0%ETFLowBeaver, PA2026-10-16
Cedar Mountain Advisors, LLC
152$7.8K0.0%ETFVery LowLake Oswego, OR2026-10-15
City State Bank
130$6.7K0.0%GrowthVery LowNorwalk, IA2026-10-20
Dhjj Financial Advisors, Ltd.
126$6.4K0.0%ETFVery LowNaperville, IL2026-10-23
Rachor Investment Advisory Services, LLC
123$6.3K0.0%ETFVery LowLinden, MI2026-10-29
First United Bank & Trust
120$6.1K0.0%CoreLowOakland, MD2026-10-22
Central Pacific Bank - Trust Division
120$6.1K0.0%CoreMediumHonolulu, HI2026-10-06
Costello Asset Management, Inc
100$5.1K0.0%CoreLowFeasterville, PA2026-10-30
Owl Creek Wealth Partners LLC
100$5.1K0.0%IndexLowGreenwood Village, CO2026-10-20
Phillips Financial Management, LLC
100$5.1K0.0%ETFVery LowFort Wayne, IN2026-10-19
Realta Investment Advisors
100$5.1K0.0%GrowthMediumWilmington, DE2026-10-14
Downshift Financial, LLC
95$4.9K0.0%ETFLowBoulder, CO2026-10-13
Holos Integrated Wealth LLC
80$4.3K0.0%ETFLowKennett Square, PA2026-10-23
GK Wealth Management LLC
67$3.4K0.0%GARPVery HighReno, NV2026-10-09
Cdkv Holdings LLC
61$3.1K0.0%ETFMediumDenver, CO2026-10-28
IMG Wealth Management, Inc.
56$2.9K0.0%ETFMediumJacksonville, FL2026-10-27
Mondrian Investment Partners LTD
41$2.2K0.0%YieldMediumLondon, United Kingdom2026-10-23
Avion Wealth
38$10.0%ETFLowThe Woodlands, TX2026-11-04
Cape Investment Advisory, Inc.
32$1.6K0.0%ETFLowMcdonough, GA2026-10-13
EverSource Wealth Advisors, LLC
24$1.2K0.0%CoreMediumBirmingham, AL2026-11-04
Go Invest LLC
24$1.2K0.0%ETFN/AWest Jordan, UT2026-10-09
Signature Resources Capital Management, LLC
15$7670.0%ETFLowNewport Beach, CA2026-10-16
Creative Capital Management Investments LLC
10$5120.0%ETFLowSan Diego, CA2026-10-28
Kingdom Financial Group Llc.
1$610.0%ETFMediumPeoria, AZ2026-11-04
Retirement Wealth Solutions LLC
0$170.0%ETFLowMarshfield, WI2026-10-07