IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Russell Top 200 Valu (IWX)

CUSIP: 464289420 | NYSE | 527 institutional holders

Quarters

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

Institutional Holders — Q3 2026

First Citizens Bank & Trust Co2,625,157
4.3% of portfolio›$287.5M
Lido Advisors, LLC895,075
0.3% of portfolio›$98.0M
LPL Financial LLC569,723
0.0% of portfolio›$62.4M
First Citizens Asset Management, Inc.566,683
20.1% of portfolio›$62.1M
Richard P Slaughter Associates Inc546,002
11.8% of portfolio›$59.8M
Wilmington Savings Fund Society, FSB479,499
1.2% of portfolio›$52.5M
SVB Wealth LLC439,969
3.3% of portfolio›$48.2M
Kingdom Financial Group Llc.364,042
10.0% of portfolio›$39.9M
Sterling Capital Management LLC334,344
0.7% of portfolio›$36.6M
RTD Financial Advisors, Inc.289,542
3.5% of portfolio›$31.7M
LifeWealth Investments, LLC275,685
8.4% of portfolio›$30.2M
JSF Financial, LLC238,599
4.0% of portfolio›$26.1M
Bryn Mawr Trust Advisors, LLC237,753
1.1% of portfolio›$26.0M
Compton Wealth Advisory Group, LLC230,482
5.2% of portfolio›$25.2M
Howard Bailey Securities, LLC221,996
9.4% of portfolio›$24.3M
Kestra Private Wealth Services, LLC199,062
0.2% of portfolio›$21.8M
Key Capital Management, Inc156,179
6.3% of portfolio›$17.1M
Montgomery Financial Services LLC145,890
13.2% of portfolio›$16.0M
Truist Financial Corp141,398
0.0% of portfolio›$15.5M
Simplicity Wealth,LLC135,327
0.4% of portfolio›$14.8M
Horst & Graben Wealth Management LLC127,686
1.8% of portfolio›$14.0M
Cambridge Investment Research Advisors, Inc.102,605
0.0% of portfolio›$11.2K
Principal Financial Group Inc97,300
0.0% of portfolio›$10.7M
Globalt Investments LLC / GA61,000
0.2% of portfolio›$6.7M
Csenge Advisory Group52,558
0.2% of portfolio›$5.8M
Harbor Investment Advisory, LLC47,158
0.4% of portfolio›$5.2M
Concurrent Investment Advisors, LLC46,333
0.0% of portfolio›$5.1M
Commonwealth Equity Services, LLC44,341
0.0% of portfolio›$4.9M
Oppenheimer & Co Inc41,711
0.0% of portfolio›$4.6M
Legacy Advisory Services, LLC39,042
3.1% of portfolio›$4.3M
Fifth Third Wealth Advisors LLC36,054
0.1% of portfolio›$3.9M
SigFig Wealth Management, LLC35,039
0.1% of portfolio›$3.8M
Granville Capital, Inc.30,778
1.3% of portfolio›$3.4M
Compound Planning, Inc.30,024
0.1% of portfolio›$3.3M
FWG Investments, Llc.29,567
1.6% of portfolio›$3.2M
Park Avenue Securities LLC27,760
0.0% of portfolio›$3.0K
Quest 10 Wealth Builders, Inc.26,631
2.2% of portfolio›$2.9M
Centerpoint Advisory Group22,993
1.6% of portfolio›$2.5M
Global Wealth Management Investment Advisory, Inc.22,257
0.3% of portfolio›$2.4M
Waldron Private Wealth LLC21,097
0.1% of portfolio›$2.3M
CFS Investment Advisory Services, LLC20,630
0.1% of portfolio›$2.3M
Farther Finance Advisors, LLC19,995
0.0% of portfolio›$2.2M
Strategic Blueprint, LLC18,055
0.1% of portfolio›$2.0M
B.O.S.S. Retirement Advisors, LLC17,622
0.6% of portfolio›$1.9M
Signal Advisors Wealth, LLC17,616
0.1% of portfolio›$1.9M
Spectrum Advisors, Inc.16,393
1.3% of portfolio›$1.8M
Catalyst Financial Partners LLC16,017
0.2% of portfolio›$1.8M
Venture Visionary Partners LLC15,187
0.0% of portfolio›$1.7M
Lloyd Advisory Services, Llc.14,577
0.6% of portfolio›$1.6M
Alpha Zero LLC13,925
0.5% of portfolio›$1.5M
Ashton Thomas Private Wealth, LLC13,719
0.0% of portfolio›$1.5M
Claro Advisors Inc.13,698
0.1% of portfolio›$1.5M
B. Riley Wealth Advisors, Inc.13,343
0.1% of portfolio›$1.5M
Decker Retirement Planning Inc.12,969
0.5% of portfolio›$1.4M
Arcadia Wealth Management, LLC12,574
0.4% of portfolio›$1.4M
Centennial Advisors, LLC11,892
1.6% of portfolio›$1.3M
PNC Financial Services Group, Inc.11,858
0.0% of portfolio›$1.3M
Wealthcare Advisory Partners LLC11,821
0.0% of portfolio›$1.3M
Prospera Financial Services Inc10,443
0.0% of portfolio›$1.2M
McKinley Carter Wealth Services, Inc.10,330
0.1% of portfolio›$1.1M
Kohmann Bosshard Financial Services, LLC9,576
0.1% of portfolio›$1.0M
Victory Financial Group, LLC9,329
0.1% of portfolio›$1.0M
Smart Wealth LLC9,240
0.2% of portfolio›$1.0M
Fifth Third Bancorp6,875
0.0% of portfolio›$753.0K
Gibbs Wealth Management6,677
0.1% of portfolio›$731.3K
Associated Banc-Corp6,285
0.0% of portfolio›$688.4K
J.W. Cole Advisors, Inc.6,030
0.0% of portfolio›$660.5K
KFA Private Wealth Group, LLC5,970
0.2% of portfolio›$653.9K
GenWealth Group, Inc.5,836
0.1% of portfolio›$639.2K
Creative Planning5,656
0.0% of portfolio›$619.5K
Confluence Wealth Services, Inc.5,496
0.0% of portfolio›$602.0K
Networth Advisors, LLC5,476
0.3% of portfolio›$599.8K
Kestra Advisory Services, LLC5,388
0.0% of portfolio›$590.1K
Align Financial, LLC5,104
0.3% of portfolio›$559.0K
MBL Wealth, LLC4,800
0.0% of portfolio›$525.7K
OpenArc Corporate Advisory, LLC4,730
0.0% of portfolio›$518.1K
Sima Wealth Partners, LLC4,537
0.3% of portfolio›$496.9K
Granite Islands Private Wealth, LLC4,347
0.3% of portfolio›$476.1K
Triad Wealth Partners, LLC4,120
0.0% of portfolio›$451.2K
Laurel Wealth Advisors LLC3,900
0.0% of portfolio›$427.2K
Kelly Financial Services LLC3,882
0.1% of portfolio›$425.2K
Reap Financial Group, LLC3,785
0.1% of portfolio›$414.6K
Yoder Wealth Management, Inc.3,741
0.2% of portfolio›$409.8K
JFS Wealth Advisors, LLC3,676
0.0% of portfolio›$402.6K
Tounjian Advisory Partners, LLC3,575
0.2% of portfolio›$391.5K
Blue Trust, Inc.3,539
0.0% of portfolio›$387.6K
Silverlake Wealth Management LLC3,466
0.1% of portfolio›$379.6K
Cyndeo Wealth Partners, LLC3,411
0.0% of portfolio›$373.6K
Legacy Edge Advisors, LLC3,293
0.0% of portfolio›$360.7K
Sagespring Wealth Partners, LLC3,086
0.0% of portfolio›$338.0K
Meridian Wealth Management, LLC2,994
0.0% of portfolio›$328.0K
Sigma Planning Corp2,928
0.0% of portfolio›$320.7K
Heck Capital Advisors, LLC2,903
0.0% of portfolio›$318.0K
Private Trust Co NA2,848
0.0% of portfolio›$311.9K
Atria Investments, Inc2,805
0.0% of portfolio›$307.2K
Parallel Advisors, LLC2,618
0.0% of portfolio›$286.8K
Anchor Capital Advisors LLC2,540
0.0% of portfolio›$278.2K
Regions Financial Corp2,491
0.0% of portfolio›$272.8K
BLB&B Advisors, LLC2,387
0.0% of portfolio›$261.4K
Cordatus Wealth Management LLC2,352
0.1% of portfolio›$257.6K
MGO One Seven LLC2,272
0.0% of portfolio›$248.9K
Brookstone Capital Management2,260
0.0% of portfolio›$247.6K
Dudley Capital Management, LLC2,256
0.1% of portfolio›$247.2K
Rossby Financial, LCC2,138
0.0% of portfolio›$234.2K
Signature Estate & Investment Advisors LLC2,102
0.0% of portfolio›$230.2K
Russell Investments Group, Ltd.2,069
0.0% of portfolio›$226.6K
Financial Council, LLC2,005
0.1% of portfolio›$219.6K
Vise Technologies, Inc.1,962
0.0% of portfolio›$214.9K
Fifth Third Securities, Inc.1,957
0.0% of portfolio›$214.4K
US Bancorp \de\1,937
0.0% of portfolio›$212.2K
Silver Grove Financial Group, Inc.1,892
0.1% of portfolio›$207.2K
Eastern Bank1,819
0.0% of portfolio›$199.2K
CoreCap Advisors, LLC1,421
0.0% of portfolio›$155.6K
Key FInancial Inc1,395
0.0% of portfolio›$152.8K
Wealth Analytics Partners, LLC1,375
0.1% of portfolio›$150.6K
EverSource Wealth Advisors, LLC1,351
0.0% of portfolio›$148.0K
Assetmark, Inc1,155
0.0% of portfolio›$126.5K
Signature Equity Partners, LLC1,002
0.0% of portfolio›$109.8K
MassMutual Private Wealth & Trust, FSB775
0.0% of portfolio›$84.9K
Parkside Financial Bank & Trust632
0.0% of portfolio›$69.2K
Planning Strategies Inc.433
0.0% of portfolio›$47.4K
First Horizon Corp380
0.0% of portfolio›$41.6K
Latitude Advisors, LLC341
0.0% of portfolio›$37.3K
Richardson Financial Services Inc.339
0.0% of portfolio›$37.1K
AlphaCore Capital LLC270
0.0% of portfolio›$29.6K
Cherry Tree Wealth Management, LLC267
0.0% of portfolio›$29.2K
IFP Advisors, Inc258
0.0% of portfolio›$28.3K
Compass Financial Management LLC203
0.0% of portfolio›$22.2K
Armstrong Advisory Group, Inc171
0.0% of portfolio›$18.7K
Cape Investment Advisory, Inc.110
0.0% of portfolio›$12.0K
Clearstead Trust, LLC103
0.0% of portfolio›$11.3K
Golden State Wealth Management, LLC103
0.0% of portfolio›$11.3K
Beacon Investment Advisory Services, Inc.90
0.0% of portfolio›$9.9K
Brown, Lisle Ings, Inc.65
0.0% of portfolio›$7.1K
Godsey & Gibb, Inc64
0.0% of portfolio›$7.0K
Spire Wealth Management54
0.0% of portfolio›$5.9K
Evolution Wealth Management Inc.47
0.0% of portfolio›$5.1K
Root Financial Partners, LLC26
0.0% of portfolio›$2.8K
Cassaday & Co Wealth Management LLC26
0.0% of portfolio›$2.8K
StyleTurnoverLocationFiled
First Citizens Bank & Trust Co
2,625,157$287.5M4.3%CoreMediumRaleigh, NC2026-10-14
Lido Advisors, LLC
895,075$98.0M0.3%GrowthLowLos Angeles, CA2026-11-04
LPL Financial LLC
569,723$62.4M0.0%IndexVery LowFort Mill, SC2026-11-06
First Citizens Asset Management, Inc.
566,683$62.1M20.1%ETFVery LowRaleigh, NC2026-11-06
Richard P Slaughter Associates Inc
546,002$59.8M11.8%ETFMediumAustin, TX2026-10-13
Wilmington Savings Fund Society, FSB
479,499$52.5M1.2%CoreLowWilmington, DE2026-10-23
SVB Wealth LLC
439,969$48.2M3.3%CoreLowBoston, MA2026-11-06
Kingdom Financial Group Llc.
364,042$39.9M10.0%ETFMediumPeoria, AZ2026-11-04
Sterling Capital Management LLC
334,344$36.6M0.7%GARPMediumCharlotte, NC2026-10-22
RTD Financial Advisors, Inc.
289,542$31.7M3.5%ETFLowPhiladelphia, PA2026-10-09
LifeWealth Investments, LLC
275,685$30.2M8.4%ETFMediumWinter Garden, FL2026-10-21
JSF Financial, LLC
238,599$26.1M4.0%ETFMediumLos Angeles, CA2026-10-22
Bryn Mawr Trust Advisors, LLC
237,753$26.0M1.1%CoreLowPhiladelphia, PA2026-11-04
Compton Wealth Advisory Group, LLC
230,482$25.2M5.2%ETFVery LowVirginia Beach, VA2026-10-13
Howard Bailey Securities, LLC
221,996$24.3M9.4%ETFMediumFort Wayne, IN2026-10-27
Kestra Private Wealth Services, LLC
199,062$21.8M0.2%GrowthLowAustin, TX2026-11-06
Key Capital Management, Inc
156,179$17.1M6.3%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Montgomery Financial Services LLC
145,890$16.0M13.2%ETFN/AOcean City, MD2026-11-03
Truist Financial Corp
141,398$15.5M0.0%CoreLowCharlotte, NC2026-10-30
Simplicity Wealth,LLC
135,327$14.8M0.4%ETFLowSummit, NJ2026-10-23
Horst & Graben Wealth Management LLC
127,686$14.0M1.8%ETFMediumPortland, OR2026-11-02
Cambridge Investment Research Advisors, Inc.
102,605$11.2K0.0%ETFLowFairfield, IA2026-11-02
Principal Financial Group Inc
97,300$10.7M0.0%CoreLowDes Moines, IA2026-11-02
Globalt Investments LLC / GA
61,000$6.7M0.2%ETFLowAtlanta, GA2026-10-27
Csenge Advisory Group
52,558$5.8M0.2%ETFMediumClearwater, FL2026-11-04
Harbor Investment Advisory, LLC
47,158$5.2M0.4%GrowthLowLutherville, MD2026-10-13
Concurrent Investment Advisors, LLC
46,333$5.1M0.0%GrowthMediumTampa, FL2026-10-16
Commonwealth Equity Services, LLC
44,341$4.9M0.0%ETFLowWaltham, MA2026-11-02
Oppenheimer & Co Inc
41,711$4.6M0.0%CoreLowNew York, NY2026-10-26
Legacy Advisory Services, LLC
39,042$4.3M3.1%ETFMediumExton, PA2026-10-20
Fifth Third Wealth Advisors LLC
36,054$3.9M0.1%IndexVery LowCincinnati, OH2026-10-22
SigFig Wealth Management, LLC
35,039$3.8M0.1%ETFLowSan Francisco, CA2026-10-07
Granville Capital, Inc.
30,778$3.4M1.3%ETFVery LowGreensboro, NC2026-11-05
Compound Planning, Inc.
30,024$3.3M0.1%CoreLowNew York, NY2026-11-05
FWG Investments, Llc.
29,567$3.2M1.6%ETFMediumLexington, KY2026-11-03
Park Avenue Securities LLC
27,760$3.0K0.0%ETFMediumNew York, NY2026-10-26
Quest 10 Wealth Builders, Inc.
26,631$2.9M2.2%ETFLowFuquay-Varina, VA2026-11-02
Centerpoint Advisory Group
22,993$2.5M1.6%ETFLowOverland Park, KS2026-10-23
Global Wealth Management Investment Advisory, Inc.
22,257$2.4M0.3%CoreLowFort Lauderdale, FL2026-11-04
Waldron Private Wealth LLC
21,097$2.3M0.1%ETFVery LowBridgeville, PA2026-11-02
CFS Investment Advisory Services, LLC
20,630$2.3M0.1%ETFMediumTotowa, NJ2026-10-19
Farther Finance Advisors, LLC
19,995$2.2M0.0%IndexLowSan Francisco, CA2026-10-08
Strategic Blueprint, LLC
18,055$2.0M0.1%ETFLowAtlanta, GA2026-10-22
B.O.S.S. Retirement Advisors, LLC
17,622$1.9M0.6%ETFMediumLehi, UT2026-10-26
Signal Advisors Wealth, LLC
17,616$1.9M0.1%ETFLowDetroit, MI2026-10-13
Spectrum Advisors, Inc.
16,393$1.8M1.3%N/AN/APlano, TX2026-11-03
Catalyst Financial Partners LLC
16,017$1.8M0.2%CoreLowBoston, MA2026-11-06
Venture Visionary Partners LLC
15,187$1.7M0.0%CoreLowSylvania, OH2026-10-07
Lloyd Advisory Services, Llc.
14,577$1.6M0.6%ETFVery HighSuwanee, GA2026-11-02
Alpha Zero LLC
13,925$1.5M0.5%ETFLowBoca Raton, FL2026-11-06
Ashton Thomas Private Wealth, LLC
13,719$1.5M0.0%CoreMediumScottsdale, AZ2026-11-03
Claro Advisors Inc.
13,698$1.5M0.1%CoreLowBoston, MA2026-11-02
B. Riley Wealth Advisors, Inc.
13,343$1.5M0.1%GrowthLowMemphis, TN2026-10-13
Decker Retirement Planning Inc.
12,969$1.4M0.5%Agg GrowthVery HighLevi, UT2026-10-19
Arcadia Wealth Management, LLC
12,574$1.4M0.4%ETFLowManchester, NH2026-10-22
Centennial Advisors, LLC
11,892$1.3M1.6%ETFHighAustin, TX2026-10-21
PNC Financial Services Group, Inc.
11,858$1.3M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Wealthcare Advisory Partners LLC
11,821$1.3M0.0%ETFLowWest Chester, PA2026-10-21
Prospera Financial Services Inc
10,443$1.2M0.0%CoreMediumDallas, TX2026-11-04
McKinley Carter Wealth Services, Inc.
10,330$1.1M0.1%ETFMediumWheeling, WV2026-10-16
Kohmann Bosshard Financial Services, LLC
9,576$1.0M0.1%ETFLowFairlawn, OH2026-11-04
Victory Financial Group, LLC
9,329$1.0M0.1%ETFLowAustin, TX2026-10-27
Smart Wealth LLC
9,240$1.0M0.2%ETFHighOmaha, NE2026-11-04
Fifth Third Bancorp
6,875$753.0K0.0%IndexVery LowCincinnati, OH2026-11-05
Gibbs Wealth Management
6,677$731.3K0.1%CoreLowAlpharetta, GA2026-10-22
Associated Banc-Corp
6,285$688.4K0.0%CoreLowGreen Bay, WI2026-10-30
J.W. Cole Advisors, Inc.
6,030$660.5K0.0%IndexLowTampa, FL2026-11-05
KFA Private Wealth Group, LLC
5,970$653.9K0.2%ETFLowTysons, VA2026-10-07
GenWealth Group, Inc.
5,836$639.2K0.1%ETFMediumMaplewood, NJ2026-10-16
Creative Planning
5,656$619.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Confluence Wealth Services, Inc.
5,496$602.0K0.0%ETFVery LowMcmurray, PA2026-11-05
Networth Advisors, LLC
5,476$599.8K0.3%ETFMediumCanonsburg, PA2026-11-03
Kestra Advisory Services, LLC
5,388$590.1K0.0%CoreLowAustin, TX2026-11-02
Align Financial, LLC
5,104$559.0K0.3%ETFVery LowHermantown, MN2026-10-16
MBL Wealth, LLC
4,800$525.7K0.0%ETFLowCharlotte, NC2026-10-22
OpenArc Corporate Advisory, LLC
4,730$518.1K0.0%GrowthLowAtlanta, GA2026-10-21
Sima Wealth Partners, LLC
4,537$496.9K0.3%ETFVery LowRichmond, VA2026-10-19
Granite Islands Private Wealth, LLC
4,347$476.1K0.3%GrowthLowGuilford, CT2026-10-16
Triad Wealth Partners, LLC
4,120$451.2K0.0%ETFMediumLawrence, KS2026-10-26
Laurel Wealth Advisors LLC
3,900$427.2K0.0%CoreVery LowCharlotte, NC2026-10-27
Kelly Financial Services LLC
3,882$425.2K0.1%ETFMediumBraintree, MA2026-10-20
Reap Financial Group, LLC
3,785$414.6K0.1%ETFLowAustin, TX2026-11-02
Yoder Wealth Management, Inc.
3,741$409.8K0.2%ETFLowWalnut Creek, CA2026-10-13
JFS Wealth Advisors, LLC
3,676$402.6K0.0%ETFVery LowHermitage, PA2026-11-03
Tounjian Advisory Partners, LLC
3,575$391.5K0.2%GrowthHighFort Myers, FL2026-11-04
Blue Trust, Inc.
3,539$387.6K0.0%ETFLowBrentwood, TN2026-10-15
Silverlake Wealth Management LLC
3,466$379.6K0.1%ETFLowWilliston, VT2026-10-21
Cyndeo Wealth Partners, LLC
3,411$373.6K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Legacy Edge Advisors, LLC
3,293$360.7K0.0%ETFVery LowSyosset, NY2026-11-06
Sagespring Wealth Partners, LLC
3,086$338.0K0.0%ETFLowFranklin, TN2026-10-22
Meridian Wealth Management, LLC
2,994$328.0K0.0%GrowthLowLexington, KY2026-11-05
Sigma Planning Corp
2,928$320.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Heck Capital Advisors, LLC
2,903$318.0K0.0%ETFMediumRhinelander, WI2026-10-14
Private Trust Co NA
2,848$311.9K0.0%CoreLowCleveland, OH2026-10-20
Atria Investments, Inc
2,805$307.2K0.0%CoreMediumCharlotte, NC2026-10-15
Parallel Advisors, LLC
2,618$286.8K0.0%IndexLowSan Francisco, CA2026-11-03
Anchor Capital Advisors LLC
2,540$278.2K0.0%ValueMediumBoston, MA2026-11-05
Regions Financial Corp
2,491$272.8K0.0%CoreLowBirmingham, AL2026-11-05
BLB&B Advisors, LLC
2,387$261.4K0.0%ETFLowMontgomeryville, PA2026-10-27
Cordatus Wealth Management LLC
2,352$257.6K0.1%GrowthMediumNewtown, PA2026-10-19
MGO One Seven LLC
2,272$248.9K0.0%GrowthLowBeachwood, OH2026-10-28
Brookstone Capital Management
2,260$247.6K0.0%ETFMediumWheaton, IL2026-10-22
Dudley Capital Management, LLC
2,256$247.2K0.1%GrowthLowMiddleburg, VA2026-10-23
Rossby Financial, LCC
2,138$234.2K0.0%ETFMediumMelbourne, FL2026-11-05
Signature Estate & Investment Advisors LLC
2,102$230.2K0.0%ETFMediumLos Angeles, CA2026-10-13
Russell Investments Group, Ltd.
2,069$226.6K0.0%CoreLowSeattle, WA2026-11-06
Financial Council, LLC
2,005$219.6K0.1%ETFVery LowTowson, MD2026-11-02
Vise Technologies, Inc.
1,962$214.9K0.0%IndexLowNew York, NY2026-10-29
Fifth Third Securities, Inc.
1,957$214.4K0.0%ETFLowCincinnati, OH2026-10-21
US Bancorp \de\
1,937$212.2K0.0%IndexLowMinneapolis, MN2026-11-05
Silver Grove Financial Group, Inc.
1,892$207.2K0.1%CoreMediumOrchard Park, NY2026-11-05
Eastern Bank
1,819$199.2K0.0%GrowthMediumBoston, MA2026-10-05
CoreCap Advisors, LLC
1,421$155.6K0.0%ETFMediumSouthfield, MI2026-10-08
Key FInancial Inc
1,395$152.8K0.0%ETFLowWest Chester, PA2026-11-02
Wealth Analytics Partners, LLC
1,375$150.6K0.1%ETFVery LowSan Diego, CA2026-10-19
EverSource Wealth Advisors, LLC
1,351$148.0K0.0%CoreMediumBirmingham, AL2026-11-04
Assetmark, Inc
1,155$126.5K0.0%ETFLowConcord, CA2026-10-21
Signature Equity Partners, LLC
1,002$109.8K0.0%GrowthMediumColumbus, OH2026-10-29
MassMutual Private Wealth & Trust, FSB
775$84.9K0.0%CoreLowSpringfield, MA2026-10-05
Parkside Financial Bank & Trust
632$69.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Planning Strategies Inc.
433$47.4K0.0%ETFN/ALancaster, PA2026-10-02
First Horizon Corp
380$41.6K0.0%CoreLowMemphis, TN2026-10-26
Latitude Advisors, LLC
341$37.3K0.0%ETFLowYorkville, IL2026-10-27
Richardson Financial Services Inc.
339$37.1K0.0%GrowthMediumMedway, MA2026-10-30
AlphaCore Capital LLC
270$29.6K0.0%ETFLowLa Jolla, CA2026-11-04
Cherry Tree Wealth Management, LLC
267$29.2K0.0%ETFVery LowMinnetonka, MN2026-10-15
IFP Advisors, Inc
258$28.3K0.0%GrowthLowTampa, FL2026-10-16
Compass Financial Management LLC
203$22.2K0.0%CoreN/ATampa, FL2026-10-30
Armstrong Advisory Group, Inc
171$18.7K0.0%ETFHighNeedham, MA2026-10-09
Cape Investment Advisory, Inc.
110$12.0K0.0%ETFLowMcdonough, GA2026-10-13
Clearstead Trust, LLC
103$11.3K0.0%GrowthLowPortland, ME2026-11-06
Golden State Wealth Management, LLC
103$11.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Beacon Investment Advisory Services, Inc.
90$9.9K0.0%GrowthLowMorristown, NJ2026-10-13
Brown, Lisle Ings, Inc.
65$7.1K0.0%CoreVery LowProvidence, RI2026-10-16
Godsey & Gibb, Inc
64$7.0K0.0%CoreLowRichmond, VA2026-10-14
Spire Wealth Management
54$5.9K0.0%GrowthMediumMclean, VA2026-10-30
Evolution Wealth Management Inc.
47$5.1K0.0%ETFMediumFort Myers, FL2026-10-28
Root Financial Partners, LLC
26$2.8K0.0%ETFMediumEncinitas, CA2026-10-21
Cassaday & Co Wealth Management LLC
26$2.8K0.0%ETFVery LowMclean, VA2026-10-27