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Ishares Russell Top 200 Grow (IWY)

CUSIP: 464289438 | NYSE | 1211 institutional holders

Quarters

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

First Citizens Bank & Trust Co1,724,186
7.6% of portfolio›$508.5M
Commonwealth Equity Services, LLC790,751
0.3% of portfolio›$233.2M
Victory Financial Group, LLC467,852
12.7% of portfolio›$138.0M
Truist Financial Corp449,370
0.2% of portfolio›$132.5M
Lido Advisors, LLC390,307
0.3% of portfolio›$115.1M
Davenport & Co LLC380,899
0.6% of portfolio›$112.3M
Cambridge Investment Research Advisors, Inc.353,364
0.0% of portfolio›$104.2K
Wilmington Savings Fund Society, FSB348,216
2.3% of portfolio›$102.7M
Bryn Mawr Trust Advisors, LLC254,067
3.2% of portfolio›$74.9M
Kestra Advisory Services, LLC242,612
0.2% of portfolio›$71.5M
Intelligence Driven Advisers, LLC200,044
10.2% of portfolio›$59.0M
Kingdom Financial Group Llc.191,121
14.1% of portfolio›$56.4M
Kestra Private Wealth Services, LLC162,120
0.5% of portfolio›$47.8M
LifeWealth Investments, LLC143,533
11.8% of portfolio›$42.3M
Moneco Advisors, LLC131,439
2.3% of portfolio›$38.8M
Brookstone Capital Management124,129
0.4% of portfolio›$36.6M
Cliftonlarsonallen Wealth Advisors, LLC123,951
0.5% of portfolio›$36.6M
Richard P Slaughter Associates Inc123,621
7.2% of portfolio›$36.5M
Sterling Capital Management LLC122,269
0.7% of portfolio›$36.1M
Howard Bailey Securities, LLC117,702
13.4% of portfolio›$34.7M
Compton Wealth Advisory Group, LLC116,360
7.0% of portfolio›$34.4M
Titleist Asset Management, LLC102,393
1.9% of portfolio›$30.2M
JSF Financial, LLC97,739
4.4% of portfolio›$28.8M
RTD Financial Advisors, Inc.86,137
2.8% of portfolio›$25.4M
Fischer Financial Services, Inc.84,846
6.2% of portfolio›$25.0M
Key Capital Management, Inc81,811
8.8% of portfolio›$24.1M
Investors Research Corp81,409
4.2% of portfolio›$24.0M
Montgomery Financial Services LLC77,152
18.7% of portfolio›$22.8M
Principal Financial Group Inc72,149
0.0% of portfolio›$21.3M
Simplicity Wealth,LLC68,357
0.6% of portfolio›$20.2M
Horst & Graben Wealth Management LLC68,072
2.6% of portfolio›$20.1M
Equity Wealth Partners, LLC65,118
6.3% of portfolio›$19.2M
Certified Advisory Corp64,333
1.6% of portfolio›$19.0M
Family Capital Management, Inc.63,271
7.2% of portfolio›$18.7M
Atwater Malick LLC60,092
3.9% of portfolio›$17.7M
Asset Allocation Strategies LLC58,001
2.6% of portfolio›$17.1M
Cosner Financial Group, LLC53,727
8.4% of portfolio›$15.8M
Prime Capital Investment Advisors, LLC51,949
0.2% of portfolio›$15.3M
CGC Financial Services, LLC50,224
3.3% of portfolio›$14.8M
McAdam, LLC49,443
0.5% of portfolio›$14.6M
Sculati Wealth Management, LLC48,332
4.7% of portfolio›$14.4M
Cornerstone Wealth, LLC48,143
6.5% of portfolio›$13.5M
Bluesphere Advisors LLC46,465
4.2% of portfolio›$13.7M
Yankcom Partnership45,830
4.7% of portfolio›$13.5M
Meridian Financial Partners LLC44,981
4.3% of portfolio›$13.1M
Bond & Devick Financial Network, Inc.43,198
3.1% of portfolio›$12.7M
Fifth Third Securities, Inc.40,117
0.6% of portfolio›$11.8M
Crumly & Associates Inc.40,090
2.1% of portfolio›$11.8M
Benchmark Financial Wealth Advisors, LLC39,607
2.8% of portfolio›$11.7M
Wealthcare Advisory Partners LLC37,348
0.2% of portfolio›$11.0M
Hidden Cove Wealth Management, LLC37,313
5.9% of portfolio›$11.0M
Sunrise Financial Services, LLC36,402
5.9% of portfolio›$10.7M
Mezzasalma Advisors, LLC34,732
1.2% of portfolio›$5.8M
Burns Matteson Capital Management, LLC31,929
3.3% of portfolio›$9.4M
IFS Advisors, LLC31,444
2.8% of portfolio›$9.3M
Oak Harvest Investment Services31,044
0.9% of portfolio›$9.2M
Processus Wealth & Capital Management, LLC29,274
5.0% of portfolio›$8.6M
Harbor Investment Advisory, LLC28,544
0.6% of portfolio›$8.4M
Capital Asset Advisory Services LLC27,268
0.3% of portfolio›$7.7M
Basso Capital Management, L.P.27,099
1.7% of portfolio›$8.0M
Elevation Capital Advisory, LLC24,938
2.9% of portfolio›$7.4M
Perigon Wealth Management, LLC24,333
0.1% of portfolio›$7.2M
Creative Planning24,256
0.0% of portfolio›$7.2M
IFP Advisors, Inc23,996
0.1% of portfolio›$7.1M
626 Financial, LLC23,862
2.7% of portfolio›$7.0M
Carolina Wealth Management Inc23,215
2.9% of portfolio›$6.8M
Foronjy Financial LLC22,797
2.4% of portfolio›$6.7M
Financial Partners Group, Inc22,459
0.7% of portfolio›$6.6M
Waldron Private Wealth LLC22,072
0.2% of portfolio›$6.5M
US Bancorp \de\21,837
0.0% of portfolio›$6.4M
Farther Finance Advisors, LLC21,576
0.0% of portfolio›$6.4M
Cooper Financial Group20,836
0.5% of portfolio›$6.1M
Milestone Investment Advisors LLC19,729
1.3% of portfolio›$5.8M
Concurrent Investment Advisors, LLC19,691
0.0% of portfolio›$5.8M
Samalin Investment Counsel, LLC19,278
1.8% of portfolio›$5.7M
Onyx Bridge Wealth Group LLC18,720
0.5% of portfolio›$5.5M
Granville Capital, Inc.18,651
2.2% of portfolio›$5.5M
Partners Wealth Management, LLC17,407
0.5% of portfolio›$5.1M
Gradient Investments LLC17,358
0.1% of portfolio›$5.1M
Flagstar Securities, Inc17,210
1.5% of portfolio›$5.1M
Wealth Enhancement Advisory Services, LLC17,048
0.0% of portfolio›$5.1M
Cyndeo Wealth Partners, LLC16,869
0.2% of portfolio›$5.0M
Compound Planning, Inc.16,843
0.1% of portfolio›$5.0M
Fifth Third Bancorp16,171
0.0% of portfolio›$4.8M
VestGen Advisors, LLC15,841
0.1% of portfolio›$4.7M
Thrivent Financial for Lutherans15,821
0.0% of portfolio›$4.7M
FWG Investments, Llc.15,763
2.2% of portfolio›$4.6M
Sovran Advisors, LLC15,722
0.3% of portfolio›$4.5M
Quest 10 Wealth Builders, Inc.14,919
3.3% of portfolio›$4.4M
Avior Wealth Management, LLC14,621
0.1% of portfolio›$4.3M
MGO One Seven LLC14,146
0.1% of portfolio›$4.2M
RFG Advisory, LLC13,351
0.1% of portfolio›$3.9M
Kelly Financial Group LLC13,231
0.9% of portfolio›$3.9M
Visionary Wealth Advisors13,057
0.2% of portfolio›$3.9M
SigFig Wealth Management, LLC12,589
0.1% of portfolio›$3.7M
Global Wealth Management Investment Advisory, Inc.12,426
0.5% of portfolio›$3.7M
Lloyd Advisory Services, Llc.12,426
1.4% of portfolio›$3.7M
Benchmark Financial, LLC12,209
2.8% of portfolio›$3.6M
OxenFree Capital LLC12,200
1.6% of portfolio›$3.7M
Park Avenue Securities LLC11,998
0.0% of portfolio›$3.5K
Rhodes Investment Advisors Inc11,952
2.5% of portfolio›$3.5M
Fifth Third Wealth Advisors LLC11,260
0.1% of portfolio›$3.3M
Spectrum Advisors, Inc.11,046
2.3% of portfolio›$3.3M
Strategic Blueprint, LLC10,948
0.2% of portfolio›$3.2M
Fingerlakes Wealth Management, Inc.10,723
1.7% of portfolio›$3.2M
Elevation Point Wealth Partners, LLC10,719
0.1% of portfolio›$3.2M
Independent Financial Group, LLC10,346
0.1% of portfolio›$3.1M
AdvisorNet Financial, Inc10,321
0.1% of portfolio›$3.0M
Midwest Trust Co10,262
0.0% of portfolio›$3.0M
Stokes Capital Advisors, LLC10,256
0.7% of portfolio›$3.0M
Signal Advisors Wealth, LLC9,971
0.1% of portfolio›$2.9M
B.O.S.S. Retirement Advisors, LLC9,937
0.8% of portfolio›$2.9M
WJ Wealth Management, LLC9,859
1.2% of portfolio›$2.9M
Meridian Wealth Management, LLC9,054
0.1% of portfolio›$2.7M
Focus Financial Network, Inc.9,007
0.1% of portfolio›$2.7M
Whelan Financial8,957
0.7% of portfolio›$2.6M
Private Trust Co NA8,674
0.2% of portfolio›$2.6M
Ashton Thomas Private Wealth, LLC8,606
0.1% of portfolio›$2.5M
Venture Visionary Partners LLC8,484
0.1% of portfolio›$2.5M
Accurate Wealth Management, LLC8,025
0.2% of portfolio›$2.4M
Prospera Financial Services Inc7,997
0.0% of portfolio›$2.2M
Post Resch Tallon Group Inc.7,938
1.6% of portfolio›$2.3M
Tactive Advisors, LLC7,339
0.5% of portfolio›$2.2M
New England Private Wealth Advisors LLC7,101
0.2% of portfolio›$2.1M
J.W. Cole Advisors, Inc.7,080
0.0% of portfolio›$2.1M
Cornerstone Planning Group LLC7,025
0.3% of portfolio›$2.1M
Mason & Associates, LLC6,826
0.4% of portfolio›$2.0M
WBH Advisory Inc6,793
0.1% of portfolio›$2.0M
Decker Retirement Planning Inc.6,671
0.7% of portfolio›$2.0M
Centennial Advisors, LLC6,494
2.3% of portfolio›$1.9M
Arcadia Wealth Management, LLC6,338
0.6% of portfolio›$1.9M
Vise Technologies, Inc.6,000
0.0% of portfolio›$1.8M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors5,558
0.1% of portfolio›$1.6M
Smart Wealth LLC5,499
0.3% of portfolio›$1.6M
Patten & Patten Inc5,421
0.1% of portfolio›$1.6M
SeaBridge Investment Advisors LLC5,412
0.2% of portfolio›$1.6M
Creative Financial Designs Inc5,237
0.1% of portfolio›$1.5M
Wedmont Private Capital5,131
0.0% of portfolio›$1.5M
B. Riley Wealth Advisors, Inc.5,110
0.1% of portfolio›$1.5M
MBL Wealth, LLC5,000
0.1% of portfolio›$1.5M
Future Financial Wealth Managment LLC4,735
0.9% of portfolio›$1.4M
Stewardship Advisors, LLC4,278
0.3% of portfolio›$1.3M
Dagco, Inc.4,184
0.2% of portfolio›$1.2M
Ameliora Wealth Management Ltd.4,026
0.3% of portfolio›$1.2M
Sigma Planning Corp3,899
0.0% of portfolio›$1.1M
Seros Financial, LLC3,882
0.6% of portfolio›$1.1M
Bank of New York Mellon Corp3,797
0.0% of portfolio›$1.1M
Cahaba Wealth Management, Inc.3,782
0.1% of portfolio›$1.1M
Focused Alpha, LLC3,705
0.3% of portfolio›$1.1M
Kohmann Bosshard Financial Services, LLC3,666
0.1% of portfolio›$1.1M
Associated Banc-Corp3,642
0.0% of portfolio›$1.1M
Citizens Financial Group Inc3,621
0.0% of portfolio›$1.1M
Optivise Advisory Services LLC3,515
0.5% of portfolio›$1.0M
Larson Financial Group LLC3,420
0.0% of portfolio›$1.0M
Confluence Wealth Services, Inc.3,364
0.0% of portfolio›$992.1K
Westco Advisory Services Inc3,341
0.6% of portfolio›$985.3K
Clear Harbor Asset Management, LLC3,275
0.1% of portfolio›$965.9K
Gibbs Wealth Management3,261
0.1% of portfolio›$961.7K
HUB Investment Partners, LLC3,259
0.0% of portfolio›$961.1K
Keybank National Association3,081
0.0% of portfolio›$908.6K
CoreCap Advisors, LLC3,002
0.0% of portfolio›$885.3K
Merkkuri Wealth Advisors LLC2,998
0.5% of portfolio›$884.1K
Redwood Financial Network Corp2,965
0.5% of portfolio›$874.4K
Networth Advisors, LLC2,958
0.5% of portfolio›$872.3K
Golden State Wealth Management, LLC2,953
0.1% of portfolio›$871.0K
Key Client Fiduciary Advisors, LLC2,927
0.2% of portfolio›$863.3K
Regions Financial Corp2,810
0.0% of portfolio›$828.7K
Triad Wealth Partners, LLC2,795
0.0% of portfolio›$824.2K
Orgel Wealth Management, LLC2,635
0.0% of portfolio›$777.1K
Sima Wealth Partners, LLC2,634
0.5% of portfolio›$776.8K
Fortitude Family Office, LLC2,610
0.1% of portfolio›$769.7K
First Heartland Consultants, Inc.2,562
0.1% of portfolio›$755.7K
Elm3 Financial Group, LLC2,515
0.5% of portfolio›$741.6K
Kelly Financial Services LLC2,470
0.2% of portfolio›$728.4K
Montag A & Associates Inc2,466
0.0% of portfolio›$727.2K
Reap Financial Group, LLC2,456
0.1% of portfolio›$724.3K
Rossby Financial, LCC2,437
0.1% of portfolio›$718.6K
Smith Shellnut Wilson LLC2,432
0.3% of portfolio›$717.2K
GenWealth Group, Inc.2,415
0.1% of portfolio›$712.2K
Yoder Wealth Management, Inc.2,411
0.3% of portfolio›$711.0K
Apella Capital, LLC2,403
0.0% of portfolio›$728.6K
Instrumental Wealth, LLC2,373
0.3% of portfolio›$699.8K
HRC Wealth Management, LLC2,320
0.3% of portfolio›$684.1K
Stronghold Wealth Management L.L.C.2,304
0.9% of portfolio›$679.5K
AMG National Trust Bank2,300
0.0% of portfolio›$678.3K
D.A. Davidson & Co.2,292
0.0% of portfolio›$675.9K
PTM Wealth Management, LLC2,292
0.3% of portfolio›$696.2K
Mueller Wealth, LLC2,287
0.4% of portfolio›$674.6K
Y-Intercept (Hong Kong) Ltd2,257
0.0% of portfolio›$665.6K
TCP Asset Management, LLC2,229
0.1% of portfolio›$665.8K
Flagship Harbor Advisors, LLC2,202
0.0% of portfolio›$649.4K
Revolve Wealth Partners, LLC2,126
0.1% of portfolio›$627.0K
MidAtlantic Capital Management, Inc.2,123
0.4% of portfolio›$626.1K
Beacon Financial Advisory LLC2,008
0.1% of portfolio›$592.1K
Simon Quick Advisors, LLC2,001
0.0% of portfolio›$590.1K
Capital Advisors Wealth Management, LLC1,972
0.1% of portfolio›$581.6K
Granite Islands Private Wealth, LLC1,928
0.3% of portfolio›$568.5K
Cyr Financial Inc.1,917
0.3% of portfolio›$565.3K
HBW Advisory Services LLC1,892
0.1% of portfolio›$557.9K
Tounjian Advisory Partners, LLC1,864
0.2% of portfolio›$549.7K
Redstone Wealth Management, LLC1,861
0.3% of portfolio›$548.8K
Evolution Wealth Management Inc.1,852
0.3% of portfolio›$546.2K
Seven Mile Advisory1,851
0.4% of portfolio›$545.9K
Woodmont Investment Counsel LLC1,841
0.0% of portfolio›$542.9K
Provenance Wealth Advisors, LLC1,821
0.0% of portfolio›$537.0K
National Wealth Management Group, LLC1,807
0.2% of portfolio›$532.8K
Dynamic Advisor Solutions LLC1,803
0.0% of portfolio›$531.6K
Integrated Advisors Network LLC1,803
0.0% of portfolio›$531.7K
Parallel Advisors, LLC1,781
0.0% of portfolio›$525.2K
Joel Isaacson & Co., LLC1,780
0.0% of portfolio›$524.8K
AlphaCore Capital LLC1,777
0.0% of portfolio›$524.2K
Able Wealth Management LLC1,762
0.1% of portfolio›$531.8K
Principle Wealth Partners LLC1,736
0.0% of portfolio›$512.0K
United Advisor Group, LLC1,724
0.0% of portfolio›$508.4K
Kestra Investment Management, LLC1,709
0.0% of portfolio›$504.1K
Comprehensive Financial Planning, Inc.1,668
0.3% of portfolio›$492.1K
Secure Asset Management, LLC1,667
0.1% of portfolio›$491.7K
Tennessee Valley Asset Management Partners1,628
0.1% of portfolio›$480.1K
Total Clarity Wealth Management, Inc.1,623
0.1% of portfolio›$478.8K
NBT Bank, N.A.1,530
0.0% of portfolio›$451.2K
LexAurum Advisors, LLC1,497
0.0% of portfolio›$441.6K
NWF Advisory Services Inc.1,462
0.0% of portfolio›$431.3K
SAX Wealth Advisors, LLC1,461
0.0% of portfolio›$430.8K
Verum Partners LLC1,456
0.1% of portfolio›$429.3K
Krilogy Financial LLC1,453
0.0% of portfolio›$434.3K
Grimes & Co Wealth Management, LLC1,452
0.0% of portfolio›$428.2K
Rodgers & Associates, LTD1,446
0.0% of portfolio›$426.4K
PFG Advisors1,445
0.0% of portfolio›$426.2K
True Private Wealth Advisors1,425
0.0% of portfolio›$420.4K
DDD Partners, LLC1,410
0.0% of portfolio›$415.8K
Verus Capital Partners, LLC1,409
0.0% of portfolio›$415.6K
BCU Wealth Advisors, LLC1,404
0.1% of portfolio›$414.0K
Mather Group, Llc.1,397
0.0% of portfolio›$412.1K
Crestwood Advisors Group, LLC1,396
0.0% of portfolio›$411.7K
JFS Wealth Advisors, LLC1,380
0.0% of portfolio›$407.0K
Rooted Wealth Advisors, Inc.1,363
0.1% of portfolio›$396.1K
HB Wealth Management, LLC1,341
0.0% of portfolio›$395.5K
McKinley Carter Wealth Services, Inc.1,329
0.0% of portfolio›$391.9K
Fermata Advisors, LLC1,323
0.1% of portfolio›$390.2K
Heck Capital Advisors, LLC1,285
0.0% of portfolio›$379.0K
Fiduciary Alliance LLC1,275
0.0% of portfolio›$376.0K
Wedbush Securities Inc1,274
0.0% of portfolio›$376
Independent Wealth Advisors LLC1,267
0.3% of portfolio›$373.7K
Carnegie Investment Counsel1,240
0.0% of portfolio›$365.7K
Parkside Financial Bank & Trust1,215
0.0% of portfolio›$358.2K
Members Wealth LLC1,203
0.2% of portfolio›$364.7K
Dudley Capital Management, LLC1,192
0.1% of portfolio›$351.8K
Blue Trust, Inc.1,190
0.0% of portfolio›$350.9K
Private Wealth Group, LLC1,183
0.1% of portfolio›$348.9K
XY Planning Network, Inc.1,175
0.0% of portfolio›$346.5K
Rockport Wealth LLC1,150
0.1% of portfolio›$339.1K
Life Planning Partners, Inc1,142
0.3% of portfolio›$336.8K
Synergy Asset Management, LLC1,119
0.0% of portfolio›$330.0K
Obsidian CIO, LLC1,091
0.2% of portfolio›$321.7K
Fiduciary Family Office, LLC1,065
0.1% of portfolio›$314.1K
Kingswood Wealth Advisors, LLC1,060
0.0% of portfolio›$312.6K
Harbor Asset Planning, Inc.1,057
0.2% of portfolio›$311.7K
Atria Investments, Inc1,037
0.0% of portfolio›$305.8K
StoneX Group Inc.1,014
0.0% of portfolio›$293.8K
EverSource Wealth Advisors, LLC1,004
0.0% of portfolio›$296.1K
Chemung Canal Trust Co987
0.1% of portfolio›$291.1K
1900 Wealth Management LLC983
0.0% of portfolio›$289.9K
Avestar Capital, LLC979
0.0% of portfolio›$288.7K
James Investment Research, Inc.976
0.0% of portfolio›$287.8K
Aprio Wealth Management, LLC968
0.0% of portfolio›$285.5K
Centerpoint Advisory Group965
0.2% of portfolio›$284.6K
Csenge Advisory Group963
0.0% of portfolio›$283.9K
MY Wealth Management Inc.957
0.2% of portfolio›$282.2K
Manchester Financial Inc941
0.0% of portfolio›$277.5K
Americana Partners, LLC931
0.0% of portfolio›$274.6K
Financial Council, LLC926
0.1% of portfolio›$273.1K
Coquina Private Wealth LLC924
0.2% of portfolio›$272.5K
Trademark Financial Management, LLC907
0.1% of portfolio›$267.5K
First National Trust Co880
0.0% of portfolio›$259.5K
Wisconsin Wealth Advisors, LLC863
0.2% of portfolio›$254.5K
Sowell Financial Services LLC838
0.0% of portfolio›$247.0K
Persium Advisors, LLC837
0.1% of portfolio›$246.8K
Nfsg Corp828
0.0% of portfolio›$244.2K
Spire Wealth Management820
0.0% of portfolio›$241.6K
Sterling Investment Advisors, Ltd.810
0.0% of portfolio›$238.9K
Assetmark, Inc809
0.0% of portfolio›$238.6K
Cordatus Wealth Management LLC799
0.1% of portfolio›$235.6K
Connecticut Wealth Management, LLC798
0.0% of portfolio›$235.3K
PUREfi Wealth, LLC796
0.1% of portfolio›$234.7K
Townsend Asset Management Corp779
0.1% of portfolio›$229.6K
Stackstone Wealth, LLC777
0.0% of portfolio›$229.1K
Oppenheimer & Co Inc777
0.0% of portfolio›$229.1K
Family Investment Center, Inc.774
0.0% of portfolio›$228.3K
Goldstein Advisors, LLC772
0.0% of portfolio›$227.7K
Root Financial Partners, LLC766
0.0% of portfolio›$225.9K
CWA Asset Management Group, LLC753
0.0% of portfolio›$222.1K
Peachtree Investment Partners, LLC750
0.1% of portfolio›$221.2K
Willner & Heller, LLC749
0.1% of portfolio›$221.0K
Marino, Stram & Associates LLC742
0.0% of portfolio›$218.7K
Ring Mountain Capital, LLC741
0.1% of portfolio›$218.5K
Sound Income Strategies, LLC740
0.0% of portfolio›$221.2K
Founders Financial Securities LLC740
0.0% of portfolio›$218.2K
Valeo Financial Advisors, LLC721
0.0% of portfolio›$212.6K
IFG Advisors, LLC712
0.0% of portfolio›$210.0K
Sugar Maple Asset Management, LLC710
0.1% of portfolio›$209.3K
CFC Planning Co LLC710
0.1% of portfolio›$209.4K
MBE Wealth Management, LLC709
0.1% of portfolio›$209.0K
Diversify Advisory Services, LLC696
0.0% of portfolio›$203.4K
Diversify Wealth Management, LLC696
0.0% of portfolio›$203.4K
Leuthold Group, LLC693
0.0% of portfolio›$204.4K
OpenArc Corporate Advisory, LLC691
0.0% of portfolio›$203.8K
Opinicus Capital, Inc.682
0.1% of portfolio›$201.2K
Integrity Investment Advisors, LLC680
0.1% of portfolio›$200.5K
Silver Grove Financial Group, Inc.678
0.1% of portfolio›$199.9K
Latitude Advisors, LLC615
0.1% of portfolio›$181.4K
Cassaday & Co Wealth Management LLC615
0.0% of portfolio›$181.4K
Financial Consulate, Inc606
0.0% of portfolio›$178.7K
Key FInancial Inc564
0.0% of portfolio›$166.3K
Acropolis Investment Management, LLC561
0.0% of portfolio›$165.4K
Center for Financial Planning, Inc.559
0.0% of portfolio›$164.9K
Allspring Global Investments Holdings, LLC531
0.0% of portfolio›$159.0K
Go Invest LLC519
0.0% of portfolio›$153.0K
Rosenberg Matthew Hamilton429
0.0% of portfolio›$126.5K
Signature Equity Partners, LLC427
0.0% of portfolio›$125.9K
Cherry Tree Wealth Management, LLC415
0.0% of portfolio›$122.4K
Asset Dedication, LLC410
0.0% of portfolio›$120.9K
Oakworth Capital, Inc.382
0.0% of portfolio›$112.7K
MassMutual Private Wealth & Trust, FSB344
0.0% of portfolio›$101.4K
Planning Strategies Inc.313
0.1% of portfolio›$92.3K
Valued Wealth Advisors LLC296
0.0% of portfolio›$87.2K
West Paces Advisors Inc.286
0.0% of portfolio›$84.3K
TD Waterhouse Canada Inc.265
0.0% of portfolio›$78.3K
Clayton Financial Group LLC257
0.0% of portfolio›$75.8K
Compass Financial Management LLC256
0.0% of portfolio›$75.6K
Elevated Capital Advisors, LLC231
0.0% of portfolio›$68.1K
Simplex Trading, LLC221
0.0% of portfolio›$65.2K
Bokf, NA216
0.0% of portfolio›$63.7K
Lanark Financial, Inc.194
0.0% of portfolio›$57.2K
Bullock Wealth Management Group193
0.0% of portfolio›$57.0K
Dhjj Financial Advisors, Ltd.188
0.0% of portfolio›$55.4K
City Holding Co185
0.0% of portfolio›$54.6K
Triumph Capital Management177
0.0% of portfolio›$52.2K
Birchbrook, Inc.158
0.0% of portfolio›$46.6K
Plante Moran Financial Advisors, LLC158
0.0% of portfolio›$46.6K
Citigroup Inc148
0.0% of portfolio›$43.6K
Richardson Financial Services Inc.127
0.0% of portfolio›$37.5K
Cape Investment Advisory, Inc.109
0.0% of portfolio›$32.2K
Financial Perspectives, Inc103
0.0% of portfolio›$30.4K
Marshall & Sterling Wealth Advisors Inc.103
0.0% of portfolio›$30.4K
Mascoma Wealth Management LLC101
0.0% of portfolio›$29.8K
Central Trust Co100
0.0% of portfolio›$29.5K
Farmers & Merchants Investments Inc100
0.0% of portfolio›$29.5K
Global Trust Asset Management, LLC100
0.0% of portfolio›$29.5K
Ascentis Wealth Management, LLC100
0.0% of portfolio›$29.5K
Eastern Bank97
0.0% of portfolio›$28.6K
Activest Wealth Management91
0.0% of portfolio›$26.8K
Salomon & Ludwin, LLC74
0.0% of portfolio›$21.8K
Horizon Financial Services, LLC60
0.0% of portfolio›$17.6K
Main Street Group, LTD47
0.0% of portfolio›$14.0K
Princeton Global Asset Management LLC44
0.0% of portfolio›$13.0K
Capital Investment Advisory Services, LLC28
0.0% of portfolio›$8.3K
Olistico Wealth, LLC25
0.0% of portfolio›$7.4K
Byrne Asset Management LLC25
0.0% of portfolio›$7.4K
Downshift Financial, LLC20
0.0% of portfolio›$5.9K
GK Wealth Management LLC20
0.0% of portfolio›$5.9K
Gamma Investing LLC10
0.0% of portfolio›$2.9K
High Note Wealth, LLC8
0.0% of portfolio›$2.4K
Hazlett, Burt & Watson, Inc.8
0.0% of portfolio›$2
Glass Jacobson Investment Advisors llc4
0.0% of portfolio›$1.3K
StyleTurnoverLocationFiled
First Citizens Bank & Trust Co
1,724,186$508.5M7.6%CoreMediumRaleigh, NC2026-10-14
Commonwealth Equity Services, LLC
790,751$233.2M0.3%ETFLowWaltham, MA2026-11-02
Victory Financial Group, LLC
467,852$138.0M12.7%ETFLowAustin, TX2026-10-27
Truist Financial Corp
449,370$132.5M0.2%CoreLowCharlotte, NC2026-10-30
Lido Advisors, LLC
390,307$115.1M0.3%GrowthLowLos Angeles, CA2026-11-04
Davenport & Co LLC
380,899$112.3M0.6%CoreMediumRichmond, VA2026-10-14
Cambridge Investment Research Advisors, Inc.
353,364$104.2K0.0%ETFLowFairfield, IA2026-11-02
Wilmington Savings Fund Society, FSB
348,216$102.7M2.3%CoreLowWilmington, DE2026-10-23
Bryn Mawr Trust Advisors, LLC
254,067$74.9M3.2%CoreLowPhiladelphia, PA2026-11-04
Kestra Advisory Services, LLC
242,612$71.5M0.2%CoreLowAustin, TX2026-11-02
Intelligence Driven Advisers, LLC
200,044$59.0M10.2%ETFLowCarlsbad, CA2026-10-09
Kingdom Financial Group Llc.
191,121$56.4M14.1%ETFMediumPeoria, AZ2026-11-04
Kestra Private Wealth Services, LLC
162,120$47.8M0.5%GrowthLowAustin, TX2026-10-30
LifeWealth Investments, LLC
143,533$42.3M11.8%ETFMediumWinter Garden, FL2026-10-21
Moneco Advisors, LLC
131,439$38.8M2.3%ETFLowFairfield, CT2026-11-05
Brookstone Capital Management
124,129$36.6M0.4%ETFMediumWheaton, IL2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
123,951$36.6M0.5%ETFLowMinneapolis, MN2026-10-14
Richard P Slaughter Associates Inc
123,621$36.5M7.2%ETFMediumAustin, TX2026-10-13
Sterling Capital Management LLC
122,269$36.1M0.7%GARPMediumCharlotte, NC2026-10-22
Howard Bailey Securities, LLC
117,702$34.7M13.4%ETFMediumFort Wayne, IN2026-10-27
Compton Wealth Advisory Group, LLC
116,360$34.4M7.0%ETFVery LowVirginia Beach, VA2026-10-13
Titleist Asset Management, LLC
102,393$30.2M1.9%ETFLowSan Antonio, TX2026-10-08
JSF Financial, LLC
97,739$28.8M4.4%ETFMediumLos Angeles, CA2026-10-22
RTD Financial Advisors, Inc.
86,137$25.4M2.8%ETFLowPhiladelphia, PA2026-10-09
Fischer Financial Services, Inc.
84,846$25.0M6.2%GrowthVery LowHarrisburg, PA2026-10-30
Key Capital Management, Inc
81,811$24.1M8.8%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Investors Research Corp
81,409$24.0M4.2%ETFLowAtlanta, GA2026-10-07
Montgomery Financial Services LLC
77,152$22.8M18.7%ETFN/AOcean City, MD2026-11-03
Principal Financial Group Inc
72,149$21.3M0.0%CoreLowDes Moines, IA2026-11-02
Simplicity Wealth,LLC
68,357$20.2M0.6%ETFLowSummit, NJ2026-10-23
Horst & Graben Wealth Management LLC
68,072$20.1M2.6%ETFMediumPortland, OR2026-11-02
Equity Wealth Partners, LLC
65,118$19.2M6.3%ETFVery LowIndependence, MO2026-10-26
Certified Advisory Corp
64,333$19.0M1.6%ETFLowAltamonte Springs, FL2026-10-29
Family Capital Management, Inc.
63,271$18.7M7.2%ETFLowGrand Rapids, MI2026-11-03
Atwater Malick LLC
60,092$17.7M3.9%CoreLowLancaster, PA2026-10-15
Asset Allocation Strategies LLC
58,001$17.1M2.6%ETFMediumFarmington, MI2026-10-20
Cosner Financial Group, LLC
53,727$15.8M8.4%ETFLowWindsor, CO2026-11-03
Prime Capital Investment Advisors, LLC
51,949$15.3M0.2%ETFLowOverland Park, KS2026-10-20
CGC Financial Services, LLC
50,224$14.8M3.3%ETFLowLake Oswego, OR2026-10-13
McAdam, LLC
49,443$14.6M0.5%ETFLowPhiladelphia, PA2026-10-21
Sculati Wealth Management, LLC
48,332$14.4M4.7%CoreLowBloomfield Hills, MI2026-10-19
Cornerstone Wealth, LLC
48,143$13.5M6.5%ETFMediumGreeneville, TN2026-10-28
Bluesphere Advisors LLC
46,465$13.7M4.2%ETFLowEast Norriton, PA2026-10-19
Yankcom Partnership
45,830$13.5M4.7%CoreVery LowYankton, SD2026-10-15
Meridian Financial Partners LLC
44,981$13.1M4.3%GrowthLowWarrenton, VA2026-10-23
Bond & Devick Financial Network, Inc.
43,198$12.7M3.1%ETFVery LowSt. Louis Park, MN2026-10-23
Fifth Third Securities, Inc.
40,117$11.8M0.6%ETFLowCincinnati, OH2026-10-21
Crumly & Associates Inc.
40,090$11.8M2.1%ETFMediumSpringfield, IL2026-10-07
Benchmark Financial Wealth Advisors, LLC
39,607$11.7M2.8%ETFLowBoca Raton, FL2026-10-20
Wealthcare Advisory Partners LLC
37,348$11.0M0.2%ETFLowWest Chester, PA2026-10-21
Hidden Cove Wealth Management, LLC
37,313$11.0M5.9%GrowthHighBainbridge Island, WA2026-10-19
Sunrise Financial Services, LLC
36,402$10.7M5.9%ETFMediumBurien, WA2026-10-21
Mezzasalma Advisors, LLC
34,732$5.8M1.2%GrowthLowTinton Falls, NJ2026-10-14
Burns Matteson Capital Management, LLC
31,929$9.4M3.3%CoreMediumCorning, NY2026-10-16
IFS Advisors, LLC
31,444$9.3M2.8%ETFLowOverland Park, KS2026-10-14
Oak Harvest Investment Services
31,044$9.2M0.9%GrowthMediumHouston, TX2026-10-20
Processus Wealth & Capital Management, LLC
29,274$8.6M5.0%GrowthVery LowBrentwood, TN2026-10-16
Harbor Investment Advisory, LLC
28,544$8.4M0.6%GrowthLowLutherville, MD2026-10-13
Capital Asset Advisory Services LLC
27,268$7.7M0.3%ETFLowWilliamston, MI2026-10-30
Basso Capital Management, L.P.
27,099$8.0M1.7%ETFMediumStamford, CT2026-10-30
Elevation Capital Advisory, LLC
24,938$7.4M2.9%ETFVery HighBend, OR2026-10-29
Perigon Wealth Management, LLC
24,333$7.2M0.1%GrowthLowSan Francisco, CA2026-10-22
Creative Planning
24,256$7.2M0.0%IndexVery LowOverland Park, KS2026-11-02
IFP Advisors, Inc
23,996$7.1M0.1%GrowthLowTampa, FL2026-10-16
626 Financial, LLC
23,862$7.0M2.7%CoreLowPortage, MI2026-11-04
Carolina Wealth Management Inc
23,215$6.8M2.9%ETFN/AGreenville, NC2026-10-29
Foronjy Financial LLC
22,797$6.7M2.4%ETFLowLos Osos, CA2026-10-14
Financial Partners Group, Inc
22,459$6.6M0.7%ETFLowOverland Park, KS2026-10-19
Waldron Private Wealth LLC
22,072$6.5M0.2%ETFVery LowBridgeville, PA2026-11-02
US Bancorp \de\
21,837$6.4M0.0%IndexLowMinneapolis, MN2026-11-05
Farther Finance Advisors, LLC
21,576$6.4M0.0%IndexLowSan Francisco, CA2026-10-08
Cooper Financial Group
20,836$6.1M0.5%GrowthMediumIrvine, CA2026-10-07
Milestone Investment Advisors LLC
19,729$5.8M1.3%ETFVery LowMiddleton, WI2026-11-05
Concurrent Investment Advisors, LLC
19,691$5.8M0.0%GrowthMediumTampa, FL2026-10-16
Samalin Investment Counsel, LLC
19,278$5.7M1.8%YieldMediumChappaqua, NY2026-10-23
Onyx Bridge Wealth Group LLC
18,720$5.5M0.5%ETFMediumTarrytown, NY2026-10-16
Granville Capital, Inc.
18,651$5.5M2.2%ETFVery LowGreensboro, NC2026-11-05
Partners Wealth Management, LLC
17,407$5.1M0.5%CoreLowCarmel By The Sea, CA2026-10-28
Gradient Investments LLC
17,358$5.1M0.1%CoreMediumArden Hills, MN2026-10-08
Flagstar Securities, Inc
17,210$5.1M1.5%ETFVery LowNew York, NY2026-10-15
Wealth Enhancement Advisory Services, LLC
17,048$5.1M0.0%CoreLowPlymouth, MN2026-10-13
Cyndeo Wealth Partners, LLC
16,869$5.0M0.2%CoreMediumSt. Petersburg, FL2026-10-16
Compound Planning, Inc.
16,843$5.0M0.1%CoreLowNew York, NY2026-11-05
Fifth Third Bancorp
16,171$4.8M0.0%IndexVery LowCincinnati, OH2026-11-05
VestGen Advisors, LLC
15,841$4.7M0.1%GrowthMediumChicago, IL2026-10-27
Thrivent Financial for Lutherans
15,821$4.7M0.0%GARPMediumMinneapolis, MN2026-11-05
FWG Investments, Llc.
15,763$4.6M2.2%ETFMediumLexington, KY2026-11-03
Sovran Advisors, LLC
15,722$4.5M0.3%ETFMediumSan Diego, CA2026-11-02
Quest 10 Wealth Builders, Inc.
14,919$4.4M3.3%ETFLowFuquay-Varina, VA2026-11-02
Avior Wealth Management, LLC
14,621$4.3M0.1%ETFMediumOmaha, NE2026-10-13
MGO One Seven LLC
14,146$4.2M0.1%GrowthLowBeachwood, OH2026-10-28
RFG Advisory, LLC
13,351$3.9M0.1%ETFMediumBirmingham, AL2026-11-03
Kelly Financial Group LLC
13,231$3.9M0.9%ETFLowWethersfield, CT2026-10-16
Visionary Wealth Advisors
13,057$3.9M0.2%ETFLowO'Fallon, IL2026-11-04
SigFig Wealth Management, LLC
12,589$3.7M0.1%ETFLowSan Francisco, CA2026-10-07
Global Wealth Management Investment Advisory, Inc.
12,426$3.7M0.5%CoreLowFort Lauderdale, FL2026-11-04
Lloyd Advisory Services, Llc.
12,426$3.7M1.4%ETFVery HighSuwanee, GA2026-11-02
Benchmark Financial, LLC
12,209$3.6M2.8%ETFVery LowWilmington, DE2026-10-16
OxenFree Capital LLC
12,200$3.7M1.6%N/ALowMelbourne, FL2026-10-07
Park Avenue Securities LLC
11,998$3.5K0.0%ETFMediumNew York, NY2026-10-26
Rhodes Investment Advisors Inc
11,952$3.5M2.5%CoreMediumFort Worth, TX2026-10-07
Fifth Third Wealth Advisors LLC
11,260$3.3M0.1%IndexVery LowCincinnati, OH2026-10-22
Spectrum Advisors, Inc.
11,046$3.3M2.3%N/AN/APlano, TX2026-11-03
Strategic Blueprint, LLC
10,948$3.2M0.2%ETFLowAtlanta, GA2026-10-22
Fingerlakes Wealth Management, Inc.
10,723$3.2M1.7%ETFVery LowIthaca, NY2026-11-04
Elevation Point Wealth Partners, LLC
10,719$3.2M0.1%CoreHighDenver, CO2026-11-05
Independent Financial Group, LLC
10,346$3.1M0.1%GrowthLowSan Diego, CA2026-10-13
AdvisorNet Financial, Inc
10,321$3.0M0.1%ETFLowMinnetonka, MN2026-10-15
Midwest Trust Co
10,262$3.0M0.0%CoreLowOverland Park, KS2026-10-22
Stokes Capital Advisors, LLC
10,256$3.0M0.7%CoreMediumGreenwood, SC2026-10-09
Signal Advisors Wealth, LLC
9,971$2.9M0.1%ETFLowDetroit, MI2026-10-13
B.O.S.S. Retirement Advisors, LLC
9,937$2.9M0.8%ETFMediumLehi, UT2026-10-26
WJ Wealth Management, LLC
9,859$2.9M1.2%ETFMediumGlendale, AZ2026-11-03
Meridian Wealth Management, LLC
9,054$2.7M0.1%GrowthLowLexington, KY2026-11-05
Focus Financial Network, Inc.
9,007$2.7M0.1%ETFLowMinneapolis, MN2026-10-14
Whelan Financial
8,957$2.6M0.7%ETFLowFresno, CA2026-10-28
Private Trust Co NA
8,674$2.6M0.2%CoreLowCleveland, OH2026-10-20
Ashton Thomas Private Wealth, LLC
8,606$2.5M0.1%CoreMediumScottsdale, AZ2026-11-03
Venture Visionary Partners LLC
8,484$2.5M0.1%CoreLowSylvania, OH2026-10-07
Accurate Wealth Management, LLC
8,025$2.4M0.2%CoreMediumWesley Chapel, FL2026-10-20
Prospera Financial Services Inc
7,997$2.2M0.0%CoreMediumDallas, TX2026-11-04
Post Resch Tallon Group Inc.
7,938$2.3M1.6%ETFLowPittsford, NY2026-10-09
Tactive Advisors, LLC
7,339$2.2M0.5%ETFHighJacksonville, FL2026-10-08
New England Private Wealth Advisors LLC
7,101$2.1M0.2%ETFVery LowWellesley, MA2026-10-19
J.W. Cole Advisors, Inc.
7,080$2.1M0.0%IndexLowTampa, FL2026-11-05
Cornerstone Planning Group LLC
7,025$2.1M0.3%ETFMediumFairfield, NJ2026-10-16
Mason & Associates, LLC
6,826$2.0M0.4%ETFVery LowNewport News, VA2026-10-26
WBH Advisory Inc
6,793$2.0M0.1%ETFLowBaltimore, MD2026-11-05
Decker Retirement Planning Inc.
6,671$2.0M0.7%Agg GrowthVery HighLevi, UT2026-10-19
Centennial Advisors, LLC
6,494$1.9M2.3%ETFHighAustin, TX2026-10-21
Arcadia Wealth Management, LLC
6,338$1.9M0.6%ETFLowManchester, NH2026-10-22
Vise Technologies, Inc.
6,000$1.8M0.0%IndexLowNew York, NY2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
5,558$1.6M0.1%ETFMediumWestlake, OH2026-10-14
Smart Wealth LLC
5,499$1.6M0.3%ETFHighOmaha, NE2026-11-04
Patten & Patten Inc
5,421$1.6M0.1%CoreLowChattanooga, TN2026-10-26
SeaBridge Investment Advisors LLC
5,412$1.6M0.2%GrowthMediumSummit, NJ2026-11-02
Creative Financial Designs Inc
5,237$1.5M0.1%ETFMediumKokomo, IN2026-11-04
Wedmont Private Capital
5,131$1.5M0.0%IndexVery LowWest Chester, PA2026-10-09
B. Riley Wealth Advisors, Inc.
5,110$1.5M0.1%GrowthLowMemphis, TN2026-10-13
MBL Wealth, LLC
5,000$1.5M0.1%ETFLowCharlotte, NC2026-10-22
Future Financial Wealth Managment LLC
4,735$1.4M0.9%ETFMediumCincinnati, OH2026-10-15
Stewardship Advisors, LLC
4,278$1.3M0.3%ETFMediumMount Joy, PA2026-10-20
Dagco, Inc.
4,184$1.2M0.2%ETFVery LowWestlake, OH2026-10-20
Ameliora Wealth Management Ltd.
4,026$1.2M0.3%ETFLowZurich, Switzerland2026-10-23
Sigma Planning Corp
3,899$1.1M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Seros Financial, LLC
3,882$1.1M0.6%ETFMediumGilbert, AZ2026-10-21
Bank of New York Mellon Corp
3,797$1.1M0.0%CoreLowNew York, NY2026-11-05
Cahaba Wealth Management, Inc.
3,782$1.1M0.1%ETFVery LowAtlanta, GA2026-10-26
Focused Alpha, LLC
3,705$1.1M0.3%CoreMediumDenver, CO2026-10-20
Kohmann Bosshard Financial Services, LLC
3,666$1.1M0.1%ETFLowFairlawn, OH2026-11-04
Associated Banc-Corp
3,642$1.1M0.0%CoreLowGreen Bay, WI2026-10-30
Citizens Financial Group Inc
3,621$1.1M0.0%GrowthLowProvidence, RI2026-10-23
Optivise Advisory Services LLC
3,515$1.0M0.5%ETFMediumFranklin, TN2026-10-19
Larson Financial Group LLC
3,420$1.0M0.0%GrowthLowSt Louis, MO2026-11-05
Confluence Wealth Services, Inc.
3,364$992.1K0.0%ETFVery LowMcmurray, PA2026-11-05
Westco Advisory Services Inc
3,341$985.3K0.6%GrowthLowLynbrook, NY2026-10-14
Clear Harbor Asset Management, LLC
3,275$965.9K0.1%CoreLowStamford, CT2026-11-05
Gibbs Wealth Management
3,261$961.7K0.1%CoreLowAlpharetta, GA2026-10-22
HUB Investment Partners, LLC
3,259$961.1K0.0%GrowthLowAustin, TX2026-11-03
Keybank National Association
3,081$908.6K0.0%CoreLowBrooklyn, OH2026-11-04
CoreCap Advisors, LLC
3,002$885.3K0.0%ETFMediumSouthfield, MI2026-10-08
Merkkuri Wealth Advisors LLC
2,998$884.1K0.5%ETFMediumHicksville, NY2026-11-03
Redwood Financial Network Corp
2,965$874.4K0.5%ETFLowSolon, OH2026-11-03
Networth Advisors, LLC
2,958$872.3K0.5%ETFMediumCanonsburg, PA2026-11-03
Golden State Wealth Management, LLC
2,953$871.0K0.1%ETFMediumSanta Ana, CA2026-11-02
Key Client Fiduciary Advisors, LLC
2,927$863.3K0.2%ValueMediumFairfield, NJ2026-10-19
Regions Financial Corp
2,810$828.7K0.0%CoreLowBirmingham, AL2026-11-05
Triad Wealth Partners, LLC
2,795$824.2K0.0%ETFMediumLawrence, KS2026-10-26
Orgel Wealth Management, LLC
2,635$777.1K0.0%ETFMediumAltoona, WI2026-10-14
Sima Wealth Partners, LLC
2,634$776.8K0.5%ETFVery LowRichmond, VA2026-10-19
Fortitude Family Office, LLC
2,610$769.7K0.1%ETFMediumScottsdale, AZ2026-10-14
First Heartland Consultants, Inc.
2,562$755.7K0.1%ETFMediumLake St. Louis, MO2026-10-08
Elm3 Financial Group, LLC
2,515$741.6K0.5%GrowthMediumAlpharetta, GA2026-10-07
Kelly Financial Services LLC
2,470$728.4K0.2%ETFMediumBraintree, MA2026-10-20
Montag A & Associates Inc
2,466$727.2K0.0%CoreLowAtlanta, GA2026-10-29
Reap Financial Group, LLC
2,456$724.3K0.1%ETFLowAustin, TX2026-11-02
Rossby Financial, LCC
2,437$718.6K0.1%ETFMediumMelbourne, FL2026-11-05
Smith Shellnut Wilson LLC
2,432$717.2K0.3%CoreVery LowRidgeland, MS2026-10-21
GenWealth Group, Inc.
2,415$712.2K0.1%ETFMediumMaplewood, NJ2026-10-16
Yoder Wealth Management, Inc.
2,411$711.0K0.3%ETFLowWalnut Creek, CA2026-10-13
Apella Capital, LLC
2,403$728.6K0.0%ETFVery LowWest Hartford, CT2026-10-08
Instrumental Wealth, LLC
2,373$699.8K0.3%ETFLowTampa, FL2026-10-20
HRC Wealth Management, LLC
2,320$684.1K0.3%ETFVery LowMoscow, ID2026-10-16
Stronghold Wealth Management L.L.C.
2,304$679.5K0.9%CoreLowTampa, FL2026-10-16
AMG National Trust Bank
2,300$678.3K0.0%ETFLowGreenwood Village, CO2026-11-05
D.A. Davidson & Co.
2,292$675.9K0.0%CoreLowGreat Falls, MT2026-10-28
PTM Wealth Management, LLC
2,292$696.2K0.3%ETFLowNorth Wales, PA2026-10-23
Mueller Wealth, LLC
2,287$674.6K0.4%ETFMediumMishicot, WI2026-11-05
Y-Intercept (Hong Kong) Ltd
2,257$665.6K0.0%ValueVery HighHong Kong, South Korea2026-10-16
TCP Asset Management, LLC
2,229$665.8K0.1%ETFLowUpper Arlington, OH2026-10-14
Flagship Harbor Advisors, LLC
2,202$649.4K0.0%ETFMediumBoston, MA2026-10-26
Revolve Wealth Partners, LLC
2,126$627.0K0.1%ETFVery LowHackensack, NJ2026-10-23
MidAtlantic Capital Management, Inc.
2,123$626.1K0.4%ETFVery LowRichmond, VA2026-11-05
Beacon Financial Advisory LLC
2,008$592.1K0.1%ETFLowCleveland, OH2026-10-16
Simon Quick Advisors, LLC
2,001$590.1K0.0%ETFLowMorristown, NJ2026-10-26
Capital Advisors Wealth Management, LLC
1,972$581.6K0.1%ETFLowYakima, WA2026-10-09
Granite Islands Private Wealth, LLC
1,928$568.5K0.3%GrowthLowGuilford, CT2026-10-16
Cyr Financial Inc.
1,917$565.3K0.3%ETFLowHennepin, IL2026-10-16
HBW Advisory Services LLC
1,892$557.9K0.1%ETFMediumSimi Valley, CA2026-10-15
Tounjian Advisory Partners, LLC
1,864$549.7K0.2%GrowthHighFort Myers, FL2026-11-04
Redstone Wealth Management, LLC
1,861$548.8K0.3%ETFMediumOklahoma City, OK2026-10-20
Evolution Wealth Management Inc.
1,852$546.2K0.3%ETFMediumFort Myers, FL2026-10-28
Seven Mile Advisory
1,851$545.9K0.4%GrowthLowTallahassee, FL2026-10-22
Woodmont Investment Counsel LLC
1,841$542.9K0.0%GARPVery LowNashville, TN2026-10-29
Provenance Wealth Advisors, LLC
1,821$537.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
National Wealth Management Group, LLC
1,807$532.8K0.2%ETFMediumCincinnati, OH2026-10-26
Dynamic Advisor Solutions LLC
1,803$531.6K0.0%ETFLowPhoenix, AZ2026-10-13
Integrated Advisors Network LLC
1,803$531.7K0.0%GrowthMediumDallas, TX2026-10-20
Parallel Advisors, LLC
1,781$525.2K0.0%IndexLowSan Francisco, CA2026-11-03
Joel Isaacson & Co., LLC
1,780$524.8K0.0%ETFVery LowNew York, NY2026-11-05
AlphaCore Capital LLC
1,777$524.2K0.0%ETFLowLa Jolla, CA2026-11-04
Able Wealth Management LLC
1,762$531.8K0.1%ETFMediumToms River, NJ2026-10-13
Principle Wealth Partners LLC
1,736$512.0K0.0%CoreVery LowMadison, CT2026-11-02
United Advisor Group, LLC
1,724$508.4K0.0%ETFLowCincinnati, OH2026-11-03
Kestra Investment Management, LLC
1,709$504.1K0.0%ETFMediumAustin, TX2026-11-04
Comprehensive Financial Planning, Inc.
1,668$492.1K0.3%Agg GrowthLowEast Petersburg, PA2026-10-27
Secure Asset Management, LLC
1,667$491.7K0.1%GrowthMediumTroy, MI2026-10-19
Tennessee Valley Asset Management Partners
1,628$480.1K0.1%ETFLowKnoxville, TN2026-11-03
Total Clarity Wealth Management, Inc.
1,623$478.8K0.1%ETFMediumSt. Charles, IL2026-10-26
NBT Bank, N.A.
1,530$451.2K0.0%CoreLowNorwich, NY2026-10-21
LexAurum Advisors, LLC
1,497$441.6K0.0%ETFLowOverland Park, KS2026-10-19
NWF Advisory Services Inc.
1,462$431.3K0.0%GARPLowLos Angeles, CA2026-10-19
SAX Wealth Advisors, LLC
1,461$430.8K0.0%ETFVery LowParsippany, NJ2026-10-13
Verum Partners LLC
1,456$429.3K0.1%ETFLowCharlotte, NC2026-10-21
Krilogy Financial LLC
1,453$434.3K0.0%GrowthLowSt. Louis, MO2026-10-13
Grimes & Co Wealth Management, LLC
1,452$428.2K0.0%CoreLowWestborough, MA2026-10-29
Rodgers & Associates, LTD
1,446$426.4K0.0%ETFVery LowLancaster, PA2026-10-20
PFG Advisors
1,445$426.2K0.0%ETFMediumPhoenix, AZ2026-10-16
True Private Wealth Advisors
1,425$420.4K0.0%ETFMediumSalem, OR2026-10-19
DDD Partners, LLC
1,410$415.8K0.0%CoreMediumBellevue, WA2026-11-02
Verus Capital Partners, LLC
1,409$415.6K0.0%GrowthLowScottsdale, AZ2026-11-03
BCU Wealth Advisors, LLC
1,404$414.0K0.1%ETFLowVernon Hills, IL2026-10-16
Mather Group, Llc.
1,397$412.1K0.0%ETFMediumChicago, IL2026-10-14
Crestwood Advisors Group, LLC
1,396$411.7K0.0%GrowthLowBoston, MA2026-10-27
JFS Wealth Advisors, LLC
1,380$407.0K0.0%ETFVery LowHermitage, PA2026-11-03
Rooted Wealth Advisors, Inc.
1,363$396.1K0.1%ETFLowBourbonnais, IL2026-11-03
HB Wealth Management, LLC
1,341$395.5K0.0%IndexVery LowAtlanta, GA2026-10-23
McKinley Carter Wealth Services, Inc.
1,329$391.9K0.0%ETFMediumWheeling, WV2026-10-16
Fermata Advisors, LLC
1,323$390.2K0.1%ETFLowSonoma, CA2026-10-13
Heck Capital Advisors, LLC
1,285$379.0K0.0%ETFMediumRhinelander, WI2026-10-14
Fiduciary Alliance LLC
1,275$376.0K0.0%CoreMediumGreenville, SC2026-10-13
Wedbush Securities Inc
1,274$3760.0%CoreLowPasadena, CA2026-10-22
Independent Wealth Advisors LLC
1,267$373.7K0.3%ETFLowCary, NC2026-10-27
Carnegie Investment Counsel
1,240$365.7K0.0%CoreLowPepper Pike, OH2026-10-20
Parkside Financial Bank & Trust
1,215$358.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Members Wealth LLC
1,203$364.7K0.2%ETFLowMedia, PA2026-10-20
Dudley Capital Management, LLC
1,192$351.8K0.1%GrowthLowMiddleburg, VA2026-10-23
Blue Trust, Inc.
1,190$350.9K0.0%ETFLowBrentwood, TN2026-10-15
Private Wealth Group, LLC
1,183$348.9K0.1%ETFLowTampa, FL2026-10-19
XY Planning Network, Inc.
1,175$346.5K0.0%ETFLowBozeman, MT2026-10-14
Rockport Wealth LLC
1,150$339.1K0.1%ETFMediumFairview Park, OH2026-11-03
Life Planning Partners, Inc
1,142$336.8K0.3%ETFVery LowJacksonville, FL2026-10-28
Synergy Asset Management, LLC
1,119$330.0K0.0%GrowthHighVancouver, WA2026-11-05
Obsidian CIO, LLC
1,091$321.7K0.2%GrowthMediumNew York, NY2026-11-05
Fiduciary Family Office, LLC
1,065$314.1K0.1%GrowthLowBoca Raton, FL2026-11-04
Kingswood Wealth Advisors, LLC
1,060$312.6K0.0%GrowthLowSan Diego, CA2026-10-23
Harbor Asset Planning, Inc.
1,057$311.7K0.2%ETFVery LowBelmont, MA2026-10-23
Atria Investments, Inc
1,037$305.8K0.0%CoreMediumCharlotte, NC2026-10-15
StoneX Group Inc.
1,014$293.8K0.0%ETFMediumNew York, NY2026-11-03
EverSource Wealth Advisors, LLC
1,004$296.1K0.0%CoreMediumBirmingham, AL2026-11-04
Chemung Canal Trust Co
987$291.1K0.1%CoreLowElmira, NY2026-11-04
1900 Wealth Management LLC
983$289.9K0.0%ETFLowSan Antonio, TX2026-10-13
Avestar Capital, LLC
979$288.7K0.0%GrowthLowNew York, NY2026-10-28
James Investment Research, Inc.
976$287.8K0.0%CoreLowAlpha, OH2026-10-22
Aprio Wealth Management, LLC
968$285.5K0.0%ETFMediumAtlanta, GA2026-10-28
Centerpoint Advisory Group
965$284.6K0.2%ETFLowOverland Park, KS2026-10-23
Csenge Advisory Group
963$283.9K0.0%ETFMediumClearwater, FL2026-11-04
MY Wealth Management Inc.
957$282.2K0.2%ETFVery HighGermantown, MD2026-10-21
Manchester Financial Inc
941$277.5K0.0%ETFMediumWestlake Village, CA2026-10-15
Americana Partners, LLC
931$274.6K0.0%CoreMediumHouston, TX2026-10-28
Financial Council, LLC
926$273.1K0.1%ETFVery LowTowson, MD2026-11-02
Coquina Private Wealth LLC
924$272.5K0.2%ETFVery LowPort Charlotte, FL2026-10-27
Trademark Financial Management, LLC
907$267.5K0.1%ETFMediumBloomington, MN2026-10-23
First National Trust Co
880$259.5K0.0%GrowthLowJohnstown, PA2026-10-28
Wisconsin Wealth Advisors, LLC
863$254.5K0.2%ETFLowSun Prairie, WI2026-10-08
Sowell Financial Services LLC
838$247.0K0.0%CoreLowNorth Little Rock, AR2026-10-23
Persium Advisors, LLC
837$246.8K0.1%ETFLowAtlanta, GA2026-10-07
Nfsg Corp
828$244.2K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Spire Wealth Management
820$241.6K0.0%GrowthMediumMclean, VA2026-10-30
Sterling Investment Advisors, Ltd.
810$238.9K0.0%GrowthLowBerwyn, PA2026-10-27
Assetmark, Inc
809$238.6K0.0%ETFLowConcord, CA2026-10-21
Cordatus Wealth Management LLC
799$235.6K0.1%GrowthMediumNewtown, PA2026-10-19
Connecticut Wealth Management, LLC
798$235.3K0.0%ETFLowFarmington, CT2026-10-13
PUREfi Wealth, LLC
796$234.7K0.1%GrowthMediumBoston, MA2026-10-19
Townsend Asset Management Corp
779$229.6K0.1%CoreLowRaleigh, NC2026-10-29
Stackstone Wealth, LLC
777$229.1K0.0%CoreN/ADubuque, IA2026-10-19
Oppenheimer & Co Inc
777$229.1K0.0%CoreLowNew York, NY2026-10-26
Family Investment Center, Inc.
774$228.3K0.0%ETFMediumSaint Joseph, MO2026-10-19
Goldstein Advisors, LLC
772$227.7K0.0%ETFMediumMadison, WI2026-10-15
Root Financial Partners, LLC
766$225.9K0.0%ETFMediumEncinitas, CA2026-10-21
CWA Asset Management Group, LLC
753$222.1K0.0%CoreMediumNaples, FL2026-10-19
Peachtree Investment Partners, LLC
750$221.2K0.1%MomentumLowIndian River Shores,, FL2026-11-05
Willner & Heller, LLC
749$221.0K0.1%GrowthLowEncino, CA2026-10-28
Marino, Stram & Associates LLC
742$218.7K0.0%ETFVery LowBraintree, MA2026-10-22
Ring Mountain Capital, LLC
741$218.5K0.1%GrowthVery LowTiburon, CA2026-10-13
Sound Income Strategies, LLC
740$221.2K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Founders Financial Securities LLC
740$218.2K0.0%ETFMediumTowson, MD2026-10-28
Valeo Financial Advisors, LLC
721$212.6K0.0%ETFLowCarmel, IN2026-10-08
IFG Advisors, LLC
712$210.0K0.0%ETFVery LowSt. Louis, MO2026-10-15
Sugar Maple Asset Management, LLC
710$209.3K0.1%ETFMediumSister Bay, WI2026-10-13
CFC Planning Co LLC
710$209.4K0.1%CoreMediumCicero, IN2026-10-28
MBE Wealth Management, LLC
709$209.0K0.1%ETFVery LowTomah, WI2026-10-26
Diversify Advisory Services, LLC
696$203.4K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
696$203.4K0.0%GrowthMediumSandy, UT2026-10-20
Leuthold Group, LLC
693$204.4K0.0%ValueMediumMinneapolis, MN2026-11-04
OpenArc Corporate Advisory, LLC
691$203.8K0.0%GrowthLowAtlanta, GA2026-10-21
Opinicus Capital, Inc.
682$201.2K0.1%GrowthLowTampa, FL2026-10-28
Integrity Investment Advisors, LLC
680$200.5K0.1%ETFMediumFort Collins, CO2026-11-03
Silver Grove Financial Group, Inc.
678$199.9K0.1%CoreMediumOrchard Park, NY2026-11-05
Latitude Advisors, LLC
615$181.4K0.1%ETFLowYorkville, IL2026-10-27
Cassaday & Co Wealth Management LLC
615$181.4K0.0%ETFVery LowMclean, VA2026-10-27
Financial Consulate, Inc
606$178.7K0.0%ETFLowHunt Valley, MD2026-10-23
Key FInancial Inc
564$166.3K0.0%ETFLowWest Chester, PA2026-11-02
Acropolis Investment Management, LLC
561$165.4K0.0%ETFLowSt. Louis, MO2026-10-08
Center for Financial Planning, Inc.
559$164.9K0.0%ETFLowSouthfied, MI2026-10-26
Allspring Global Investments Holdings, LLC
531$159.0K0.0%CoreMediumCharlotte, NC2026-11-04
Go Invest LLC
519$153.0K0.0%ETFN/AWest Jordan, UT2026-10-09
Rosenberg Matthew Hamilton
429$126.5K0.0%ETFVery LowGrand Junction, CO2026-10-05
Signature Equity Partners, LLC
427$125.9K0.0%GrowthMediumColumbus, OH2026-10-29
Cherry Tree Wealth Management, LLC
415$122.4K0.0%ETFVery LowMinnetonka, MN2026-10-15
Asset Dedication, LLC
410$120.9K0.0%ETFLowSan Francisco, CA2026-11-03
Oakworth Capital, Inc.
382$112.7K0.0%ETFLowBirmingham, AL2026-10-26
MassMutual Private Wealth & Trust, FSB
344$101.4K0.0%CoreLowSpringfield, MA2026-10-05
Planning Strategies Inc.
313$92.3K0.1%ETFN/ALancaster, PA2026-10-02
Valued Wealth Advisors LLC
296$87.2K0.0%IndexVery LowHolladay, UT2026-11-05
West Paces Advisors Inc.
286$84.3K0.0%ETFLowAtlanta, GA2026-10-13
TD Waterhouse Canada Inc.
265$78.3K0.0%CoreLowToronto, Australia2026-10-16
Clayton Financial Group LLC
257$75.8K0.0%ETFLowSt. Louis, MO2026-10-13
Compass Financial Management LLC
256$75.6K0.0%CoreN/ATampa, FL2026-10-30
Elevated Capital Advisors, LLC
231$68.1K0.0%ETFMediumSandy, UT2026-11-04
Simplex Trading, LLC
221$65.2K0.0%CoreVery HighChicago, IL2026-11-04
Bokf, NA
216$63.7K0.0%CoreLowTulsa, OK2026-10-27
Lanark Financial, Inc.
194$57.2K0.0%CoreMediumBirmingham, AL2026-10-26
Bullock Wealth Management Group
193$57.0K0.0%GrowthLowBloomington, IN2026-10-09
Dhjj Financial Advisors, Ltd.
188$55.4K0.0%ETFVery LowNaperville, IL2026-10-23
City Holding Co
185$54.6K0.0%CoreLowCharleston, WV2026-10-19
Triumph Capital Management
177$52.2K0.0%ETFMediumDenver, CO2026-10-14
Birchbrook, Inc.
158$46.6K0.0%ETFLowBangor, ME2026-10-14
Plante Moran Financial Advisors, LLC
158$46.6K0.0%ETFVery LowSouthfield, MI2026-11-04
Citigroup Inc
148$43.6K0.0%CoreMediumNew York, NY2026-11-04
Richardson Financial Services Inc.
127$37.5K0.0%GrowthMediumMedway, MA2026-10-30
Cape Investment Advisory, Inc.
109$32.2K0.0%ETFLowMcdonough, GA2026-10-13
Financial Perspectives, Inc
103$30.4K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Marshall & Sterling Wealth Advisors Inc.
103$30.4K0.0%ETFMediumPoughkeepsie, NY2026-10-28
Mascoma Wealth Management LLC
101$29.8K0.0%ETFVery LowHanover, NH2026-10-23
Central Trust Co
100$29.5K0.0%CoreLowJefferson City, MO2026-11-05
Farmers & Merchants Investments Inc
100$29.5K0.0%CoreVery LowLincoln, NE2026-10-22
Global Trust Asset Management, LLC
100$29.5K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Ascentis Wealth Management, LLC
100$29.5K0.0%Agg GrowthLowDallas, TX2026-11-03
Eastern Bank
97$28.6K0.0%GrowthMediumBoston, MA2026-10-05
Activest Wealth Management
91$26.8K0.0%ETFLowAventura, FL2026-10-15
Salomon & Ludwin, LLC
74$21.8K0.0%ETFVery LowRichmond, VA2026-10-29
Horizon Financial Services, LLC
60$17.6K0.0%ETFLowWinston Salem, NC2026-11-04
Main Street Group, LTD
47$14.0K0.0%ETFMediumGlen Allen, VA2026-10-28
Princeton Global Asset Management LLC
44$13.0K0.0%GrowthLowPrinceton, NJ2026-10-21
Capital Investment Advisory Services, LLC
28$8.3K0.0%CoreMediumRaleigh, NC2026-10-30
Olistico Wealth, LLC
25$7.4K0.0%GrowthVery LowTulsa, OK2026-10-05
Byrne Asset Management LLC
25$7.4K0.0%CoreLowKingston, NJ2026-10-06
Downshift Financial, LLC
20$5.9K0.0%ETFLowBoulder, CO2026-10-13
GK Wealth Management LLC
20$5.9K0.0%GARPVery HighReno, NV2026-10-09
Gamma Investing LLC
10$2.9K0.0%IndexVery LowFoster City, CA2026-10-08
High Note Wealth, LLC
8$2.4K0.0%ETFVery LowDeephaven, MN2026-10-27
Hazlett, Burt & Watson, Inc.
8$20.0%CoreVery LowWheeling, WV2026-11-04
Glass Jacobson Investment Advisors llc
4$1.3K0.0%ETFLowOwings Mills, MD2026-10-26