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Ishares Core 80/20 Aggressiv (AOA)

CUSIP: 464289859 | NYSE | 922 institutional holders

Quarters

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

LPL Financial LLC325,304
0.0% of portfolio›$31.6M
JIM Saulnier & Associates, LLC277,689
10.4% of portfolio›$27.0M
Assetmark, Inc240,188
0.0% of portfolio›$23.4M
Cambridge Investment Research Advisors, Inc.150,084
0.0% of portfolio›$14.6K
Mesirow Financial Investment Management, Inc.142,018
0.2% of portfolio›$13.8M
Thrivent Financial for Lutherans116,963
0.0% of portfolio›$11.4M
Kestra Private Wealth Services, LLC115,256
0.1% of portfolio›$11.2M
Consilium Wealth Advisory, LLC106,382
3.1% of portfolio›$10.3M
Patton Albertson Miller Group, LLC104,257
1.0% of portfolio›$10.1M
Commonwealth Equity Services, LLC93,146
0.0% of portfolio›$9.1M
Strategic Blueprint, LLC68,536
0.3% of portfolio›$6.7M
Weaver Consulting Group61,369
1.2% of portfolio›$6.0M
Unique Wealth, LLC60,479
0.7% of portfolio›$5.9M
Clearstead Advisors, LLC59,913
0.1% of portfolio›$5.8M
Kestra Advisory Services, LLC54,359
0.0% of portfolio›$5.3M
Legacy Wealth Partners, LLC53,501
1.1% of portfolio›$5.2M
Fort Henry Capital, LLC51,172
2.8% of portfolio›$5.0M
Farther Finance Advisors, LLC50,181
0.0% of portfolio›$4.9M
SteelPeak Wealth, LLC45,999
0.1% of portfolio›$4.5M
Redhawk Wealth Advisors, Inc.41,982
0.4% of portfolio›$4.1M
Wealth Enhancement Advisory Services, LLC38,442
0.0% of portfolio›$3.7M
Ritholtz Wealth Management37,891
0.1% of portfolio›$3.7M
RTD Financial Advisors, Inc.34,927
0.4% of portfolio›$3.4M
Allworth Financial LP33,866
0.0% of portfolio›$3.3M
Marino, Stram & Associates LLC30,774
0.5% of portfolio›$3.0M
Madrid Financial Services30,468
1.6% of portfolio›$3.0M
Perigon Wealth Management, LLC30,108
0.0% of portfolio›$2.9M
Archford Capital Strategies, LLC27,658
0.3% of portfolio›$2.7M
Somnio Financial Group, LLC27,479
1.6% of portfolio›$2.7M
Brookstone Capital Management24,173
0.0% of portfolio›$2.4M
Dynamic Advisor Solutions LLC23,742
0.1% of portfolio›$2.3M
Wealth Forward, LLC23,350
1.0% of portfolio›$2.3M
Provenance Wealth Advisors, LLC22,112
0.1% of portfolio›$2.2M
Cliftonlarsonallen Wealth Advisors, LLC21,767
0.0% of portfolio›$2.1M
Creative Planning21,397
0.0% of portfolio›$2.1M
Moss Adams Wealth Advisors LLC21,171
0.1% of portfolio›$2.1M
CX Institutional20,388
0.1% of portfolio›$2.0K
Visionary Wealth Advisors19,820
0.1% of portfolio›$1.9M
Nova Financial LLC19,640
0.8% of portfolio›$1.9M
CGN Advisors LLC19,504
0.1% of portfolio›$1.9M
Worth Financial Advisory Group, LLC18,686
0.8% of portfolio›$1.8M
Concurrent Investment Advisors, LLC17,645
0.0% of portfolio›$1.7M
Cornerstone Planning Group LLC16,265
0.2% of portfolio›$1.6M
Greystone Financial Group, LLC15,730
0.4% of portfolio›$1.5M
R2 Capital Strategies, LLC15,684
0.6% of portfolio›$1.5M
Tempus Wealth Planning, LLC15,591
0.3% of portfolio›$1.5M
Buttonwood Financial Group, LLC15,165
0.8% of portfolio›$1.5M
ARQ Wealth Advisors, LLC15,162
0.2% of portfolio›$1.5M
Cogent Private Wealth, Inc.14,737
0.9% of portfolio›$1.4M
Mainsail Asset Management, LLC14,459
0.6% of portfolio›$1.4M
Savant Capital, LLC14,219
0.0% of portfolio›$1.4M
Badgley Phelps Wealth Managers, LLC14,009
0.0% of portfolio›$1.4M
Sagespring Wealth Partners, LLC14,006
0.0% of portfolio›$1.4M
Syverson Strege & Co13,827
0.3% of portfolio›$1.3M
Aspiriant, LLC13,787
0.0% of portfolio›$1.3M
Lodestar Private Asset Management LLC13,648
0.1% of portfolio›$1.3M
Able Financial Group, LLC13,643
0.2% of portfolio›$1.3M
Diversify Advisory Services, LLC12,816
0.0% of portfolio›$1.2M
Diversify Wealth Management, LLC12,816
0.0% of portfolio›$1.2M
Prentice Wealth Management LLC12,594
0.2% of portfolio›$1.2M
MPS Loria Financial Planners, LLC12,449
0.2% of portfolio›$1.2M
High Net Worth Advisory Group LLC12,050
0.2% of portfolio›$1.2M
Acropolis Investment Management, LLC11,557
0.0% of portfolio›$1.1M
Stonebridge Financial Group, LLC10,764
0.1% of portfolio›$1.0M
Weitzel Financial Services, Inc.10,586
0.3% of portfolio›$1.0M
MGO One Seven LLC10,169
0.0% of portfolio›$989.1K
Lido Advisors, LLC10,044
0.0% of portfolio›$976.9K
GEN Financial Management, Inc.10,004
0.5% of portfolio›$973.1K
EverSource Wealth Advisors, LLC9,982
0.0% of portfolio›$971.0K
True Private Wealth Advisors9,930
0.1% of portfolio›$965.9K
Meridian Wealth Management, LLC9,716
0.0% of portfolio›$945.1K
Clearview Wealth Management LLC9,672
0.7% of portfolio›$947.0K
Modera Wealth Management, LLC9,302
0.0% of portfolio›$904.8K
Avior Wealth Management, LLC9,021
0.0% of portfolio›$877.5K
Marion Wealth Management8,753
0.2% of portfolio›$851.4K
Northwest Wealth Management, LLC8,658
0.1% of portfolio›$842.2K
Mullooly Asset Management, Inc.8,649
0.3% of portfolio›$840.9K
Saxony Capital Management, LLC8,603
0.4% of portfolio›$836.8K
Boston Standard Wealth Management, LLC8,579
0.1% of portfolio›$834.5K
Orin Green Financial, LLC8,354
0.3% of portfolio›$812.5K
Fidato Wealth LLC8,353
0.4% of portfolio›$812.5K
Brighton Jones LLC8,301
0.0% of portfolio›$807.4K
Insight Advisors, LLC/ PA8,294
0.1% of portfolio›$806.8K
Mountain Capital Investment Advisors Inc.8,100
0.1% of portfolio›$787.9K
Clear Creek Financial Management, LLC7,768
0.1% of portfolio›$755.6K
AdvisorNet Financial, Inc7,655
0.0% of portfolio›$743.1K
Topel & Distasi Wealth Management, LLC7,649
0.4% of portfolio›$744.0K
SimpliFi, Inc.7,576
0.3% of portfolio›$736.9K
Chicago Partners Investment Group LLC7,539
0.0% of portfolio›$726.6K
Montgomery Financial Services LLC7,535
0.6% of portfolio›$732.9K
Pension & Wealth Management Advisors, Inc.7,507
0.2% of portfolio›$730.4K
Berman McAleer LLC7,372
0.1% of portfolio›$717.1K
Krilogy Financial LLC7,311
0.0% of portfolio›$715.3K
FWG Investments, Llc.7,179
0.3% of portfolio›$698.3K
Twelve Points Wealth Management LLC7,082
0.1% of portfolio›$681.2K
Vertrix Wealth Management, LLC6,899
0.2% of portfolio›$671.1K
Cape Investment Advisory, Inc.6,547
0.2% of portfolio›$636.8K
Strategic Family Wealth Counselors, L.L.C.6,472
0.1% of portfolio›$629.5K
Merit Financial Group, LLC6,419
0.0% of portfolio›$624.4K
Jnba Financial Advisors6,401
0.0% of portfolio›$622.6K
Trilogy Capital Inc.6,362
0.0% of portfolio›$618.8K
Central Trust Co6,326
0.0% of portfolio›$615.3K
Vise Technologies, Inc.6,313
0.0% of portfolio›$614.1K
West Wealth Group, LLC5,910
0.1% of portfolio›$574.9K
Schuylkill Financial LLC5,754
0.5% of portfolio›$559.7K
Boyum Wealth Architects LLC5,688
0.2% of portfolio›$555.3K
Fifth Third Bancorp5,647
0.0% of portfolio›$549.3K
Root Financial Partners, LLC5,573
0.0% of portfolio›$542.1K
Frederick Financial Consultants, LLC5,516
0.2% of portfolio›$536.5K
Gallacher Capital Management LLC5,428
0.4% of portfolio›$528.0K
Tarbox Family Office, Inc.5,297
0.1% of portfolio›$515.2K
Maia Wealth LLC5,198
0.1% of portfolio›$505.7K
Great Point Wealth Advisors, LLC5,102
0.1% of portfolio›$496.3K
Integrity Advisory Solutions, LLC5,046
0.1% of portfolio›$490.8K
JFS Wealth Advisors, LLC5,031
0.0% of portfolio›$489.3K
Klingman & Associates, LLC5,013
0.0% of portfolio›$487.6K
First Heartland Consultants, Inc.4,989
0.0% of portfolio›$485.3K
TD Waterhouse Canada Inc.4,979
0.0% of portfolio›$484.6K
HB Wealth Management, LLC4,851
0.0% of portfolio›$471.9K
Aquire Wealth Advisors, LLC4,700
0.1% of portfolio›$457.2K
Plan Group Financial, LLC4,657
0.1% of portfolio›$452.7K
Pinnacle Wealth Planning Services, Inc.4,561
0.0% of portfolio›$443.6K
DecisionPoint Financial, LLC4,500
0.1% of portfolio›$437.4K
Well Done, LLC4,470
0.1% of portfolio›$434.8K
Compass Financial Group, Inc. (Ohio)4,456
0.3% of portfolio›$433.4K
Insight Wealth Partners, LLC4,449
0.1% of portfolio›$432.8K
Cornerstone Wealth Management, LLC4,419
0.0% of portfolio›$429.8K
Mission Wealth Management, LP4,242
0.0% of portfolio›$412.6K
Smith Partners Wealth Management, LLC4,133
0.3% of portfolio›$402.0K
Kingswood Wealth Advisors, LLC4,057
0.0% of portfolio›$394.6K
SWP Financial LLC4,051
0.2% of portfolio›$394.0K
Courage Miller Partners, LLC4,007
0.1% of portfolio›$389.8K
Kesler, Norman & Wride, LLC4,007
0.1% of portfolio›$389.8K
Mayfair Advisory Group, LLC3,995
0.1% of portfolio›$388.6K
Milestone Asset Management, LLC3,984
0.1% of portfolio›$387.6K
New Capital Management LP3,916
0.1% of portfolio›$380.9K
Nvwm, LLC3,870
0.1% of portfolio›$376.4K
Worth Asset Management, LLC3,800
0.1% of portfolio›$369.6K
Signaturefd, LLC3,737
0.0% of portfolio›$363.5K
SAX Wealth Advisors, LLC3,707
0.0% of portfolio›$360.6K
Retireful, LLC3,688
0.3% of portfolio›$358.7K
Lifelong Wealth Advisors, Inc.3,650
0.1% of portfolio›$355.0K
Centerline Wealth Advisors, LLC3,565
0.1% of portfolio›$346.8K
Altura Wealth Advisors Inc.3,564
0.1% of portfolio›$346.6K
J. Derek Lewis & Associates Inc.3,533
0.1% of portfolio›$343.7K
SBK Financial, Inc.3,481
0.2% of portfolio›$338.6K
Cardinal Point Capital Management ULC3,457
0.0% of portfolio›$336.3K
tru Independence LLC3,454
0.1% of portfolio›$335.9K
Choice Wealth Advisors LLC3,317
0.1% of portfolio›$322.6K
Arbor Investment Advisors, LLC3,316
0.0% of portfolio›$322.6K
Aprio Wealth Management, LLC3,300
0.0% of portfolio›$321.0K
Forte Asset Management LLC3,171
0.1% of portfolio›$308.4K
Vested Financial Planning, LLC3,116
0.2% of portfolio›$303.1K
Bay Harbor Wealth Management, LLC2,968
0.1% of portfolio›$288.7K
Parallel Advisors, LLC2,957
0.0% of portfolio›$287.6K
Fiduciary Financial Group, LLC2,921
0.0% of portfolio›$284.1K
Riverbend Wealth Management, LLC2,912
0.1% of portfolio›$283.3K
CoreCap Advisors, LLC2,898
0.0% of portfolio›$281.9K
Peak Wealth Management LLC2,893
0.2% of portfolio›$281.2K
Valpey Financial Services, LLC2,876
0.2% of portfolio›$279.8K
Partners in Financial Planning2,867
0.0% of portfolio›$278.9K
Focus Financial Network, Inc.2,847
0.0% of portfolio›$276.9K
Golden State Wealth Management, LLC2,832
0.0% of portfolio›$275.5K
Salus Financial Advisors, LLC2,832
0.1% of portfolio›$275.5K
Bond & Devick Financial Network, Inc.2,795
0.1% of portfolio›$271.9K
PNC Financial Services Group, Inc.2,769
0.0% of portfolio›$269.4K
Chemistry Wealth Management LLC2,727
0.0% of portfolio›$265.3K
Client 1ST Advisory Group, LLC2,716
0.1% of portfolio›$264.2K
Altrius Capital Management Inc2,649
0.0% of portfolio›$257.7K
Family Wealth Partners, LLC2,625
0.1% of portfolio›$255.4K
Arkansas Financial Group, Inc.2,613
0.0% of portfolio›$254.2K
Truist Financial Corp2,601
0.0% of portfolio›$253.0K
Landmark Wealth Management, LLC2,539
0.1% of portfolio›$247.0K
Atlas Private Wealth Advisors2,480
0.1% of portfolio›$241.3K
Basso Capital Management, L.P.2,445
0.1% of portfolio›$237.8K
Corepath Wealth Partners LLC2,411
0.2% of portfolio›$235.9K
Lanark Financial, Inc.2,393
0.0% of portfolio›$232.8K
BIP Wealth, LLC2,392
0.0% of portfolio›$232.7K
Andrews Advisory Associates, LLC2,383
0.1% of portfolio›$231.7K
Closed-End Fund Advisors, Inc.2,338
0.2% of portfolio›$227.5K
PFG Advisors2,322
0.0% of portfolio›$225.9K
Lazari Capital Management, Inc.2,307
0.1% of portfolio›$224.4K
Highland Financial Advisors, LLC2,303
0.0% of portfolio›$224.0K
Ashton Thomas Private Wealth, LLC2,278
0.0% of portfolio›$221.6K
TL Private Wealth2,265
0.1% of portfolio›$221.6K
Calder Financial LLC2,245
0.2% of portfolio›$218.4K
J.W. Cole Advisors, Inc.2,202
0.0% of portfolio›$214.2K
Lebenthal Global Advisors, LLC2,183
0.0% of portfolio›$212.3K
Signature Estate & Investment Advisors LLC2,156
0.0% of portfolio›$209.7K
Swmg, LLC2,138
0.0% of portfolio›$206.8K
Parkway Wealth Management Group, LLC2,124
0.0% of portfolio›$206.6K
Optivise Advisory Services LLC2,092
0.1% of portfolio›$203.5K
Echo45 Advisors LLC2,080
0.1% of portfolio›$202.4K
Cooper Financial Group2,063
0.0% of portfolio›$200.6K
Mascoma Wealth Management LLC1,920
0.0% of portfolio›$186.8K
Lloyd Advisory Services, Llc.1,856
0.1% of portfolio›$180.5K
Halbert Hargrove Global Advisors, LLC1,644
0.0% of portfolio›$159.9K
IFP Advisors, Inc1,603
0.0% of portfolio›$155.9K
AlphaCore Capital LLC1,552
0.0% of portfolio›$150.9K
Nfsg Corp1,200
0.0% of portfolio›$116.7K
US Bancorp \de\1,185
0.0% of portfolio›$115.3K
Elevation Wealth Partners, LLC1,182
0.0% of portfolio›$115.0K
Harbor Investment Advisory, LLC1,052
0.0% of portfolio›$102.3K
Montag A & Associates Inc1,036
0.0% of portfolio›$100.8K
Mather Group, Llc.1,000
0.0% of portfolio›$97.3K
American Capital Advisory, LLC880
0.0% of portfolio›$85.6K
Frisco Financial Planning LLC814
0.1% of portfolio›$79.2K
Align Financial, LLC779
0.0% of portfolio›$75.8K
CKW Financial Group779
0.0% of portfolio›$76
Washington Trust Advisors, Inc.685
0.0% of portfolio›$66.6K
Larson Financial Group LLC617
0.0% of portfolio›$60.0K
Blueline Advisors LLC554
0.0% of portfolio›$53.9K
Activest Wealth Management499
0.0% of portfolio›$48.5K
Gamma Investing LLC495
0.0% of portfolio›$48.1K
Clearstead Trust, LLC484
0.0% of portfolio›$47.1K
MV Capital Management, Inc.454
0.0% of portfolio›$44.2K
Eastern Bank440
0.0% of portfolio›$42.8K
Rossby Financial, LCC436
0.0% of portfolio›$42.4K
Noble Wealth Management PBC409
0.0% of portfolio›$39.8K
Proathlete Wealth Management LLC389
0.0% of portfolio›$37.9K
Mosley Wealth Management354
0.0% of portfolio›$34.5K
Retirement Wealth Solutions LLC307
0.0% of portfolio›$29.8K
Strategic Advocates LLC297
0.1% of portfolio›$28.9K
North Star Investment Management Corp.296
0.0% of portfolio›$28.8K
Elevated Capital Advisors, LLC265
0.0% of portfolio›$25.7K
Abound Wealth Management263
0.0% of portfolio›$25.6K
Compass Financial Management LLC248
0.0% of portfolio›$24.1K
Morton Brown Family Wealth, LLC195
0.0% of portfolio›$19.0K
Caldwell Trust Co175
0.0% of portfolio›$17.0K
CGC Financial Services, LLC131
0.0% of portfolio›$12.7K
Sfam, LLC124
0.0% of portfolio›$12.0K
Fortitude Family Office, LLC119
0.0% of portfolio›$11.6K
Nemes Rush Group LLC109
0.0% of portfolio›$10.6K
Essential Partners LLC89
0.0% of portfolio›$8.6K
Spire Wealth Management88
0.0% of portfolio›$8.6K
Networth Advisors, LLC77
0.0% of portfolio›$7.5K
Private Trust Co NA76
0.0% of portfolio›$7.3K
Princeton Global Asset Management LLC63
0.0% of portfolio›$6.1K
Rosenberg Matthew Hamilton57
0.0% of portfolio›$5.6K
DT Investment Partners, LLC46
0.0% of portfolio›$4.5K
Evolution Wealth Management Inc.43
0.0% of portfolio›$4.2K
Plante Moran Financial Advisors, LLC18
0.0% of portfolio›$1.8K
Evermay Wealth Management LLC14
0.0% of portfolio›$1.4K
Horizon Financial Services, LLC13
0.0% of portfolio›$1.3K
Triumph Capital Management11
0.0% of portfolio›$1.1K
West Paces Advisors Inc.4
0.0% of portfolio›$389
Capital Investment Advisory Services, LLC1
0.0% of portfolio›$109
StyleTurnoverLocationFiled
LPL Financial LLC
325,304$31.6M0.0%IndexVery LowFort Mill, SC2026-11-06
JIM Saulnier & Associates, LLC
277,689$27.0M10.4%ETFLowFort Collins, CO2026-11-04
Assetmark, Inc
240,188$23.4M0.0%ETFLowConcord, CA2026-10-21
Cambridge Investment Research Advisors, Inc.
150,084$14.6K0.0%ETFLowFairfield, IA2026-11-02
Mesirow Financial Investment Management, Inc.
142,018$13.8M0.2%CoreLowChicago, IL2026-11-05
Thrivent Financial for Lutherans
116,963$11.4M0.0%GARPMediumMinneapolis, MN2026-11-05
Kestra Private Wealth Services, LLC
115,256$11.2M0.1%GrowthLowAustin, TX2026-11-06
Consilium Wealth Advisory, LLC
106,382$10.3M3.1%GrowthLowFrisco, TX2026-10-14
Patton Albertson Miller Group, LLC
104,257$10.1M1.0%CoreLowChattanooga, TN2026-10-26
Commonwealth Equity Services, LLC
93,146$9.1M0.0%ETFLowWaltham, MA2026-11-02
Strategic Blueprint, LLC
68,536$6.7M0.3%ETFLowAtlanta, GA2026-10-22
Weaver Consulting Group
61,369$6.0M1.2%ETFLowHuntington Beach, CA2026-10-07
Unique Wealth, LLC
60,479$5.9M0.7%ETFMediumTampa, FL2026-10-16
Clearstead Advisors, LLC
59,913$5.8M0.1%ETFLowCleveland, OH2026-11-06
Kestra Advisory Services, LLC
54,359$5.3M0.0%CoreLowAustin, TX2026-11-02
Legacy Wealth Partners, LLC
53,501$5.2M1.1%ETFHighLakewood, CO2026-10-15
Fort Henry Capital, LLC
51,172$5.0M2.8%ETFVery LowWheeling, WV2026-10-22
Farther Finance Advisors, LLC
50,181$4.9M0.0%IndexLowSan Francisco, CA2026-10-08
SteelPeak Wealth, LLC
45,999$4.5M0.1%GrowthHighWoodland Hills, CA2026-10-16
Redhawk Wealth Advisors, Inc.
41,982$4.1M0.4%ETFHighMinneapolis, MN2026-10-14
Wealth Enhancement Advisory Services, LLC
38,442$3.7M0.0%CoreLowPlymouth, MN2026-10-13
Ritholtz Wealth Management
37,891$3.7M0.1%IndexLowNew York, NY2026-11-05
RTD Financial Advisors, Inc.
34,927$3.4M0.4%ETFLowPhiladelphia, PA2026-10-09
Allworth Financial LP
33,866$3.3M0.0%IndexLowFolsom, CA2026-11-06
Marino, Stram & Associates LLC
30,774$3.0M0.5%ETFVery LowBraintree, MA2026-10-22
Madrid Financial Services
30,468$3.0M1.6%ETFHighManhattan Beach, CA2026-11-03
Perigon Wealth Management, LLC
30,108$2.9M0.0%GrowthLowSan Francisco, CA2026-10-22
Archford Capital Strategies, LLC
27,658$2.7M0.3%GrowthMediumSwansea, IL2026-10-19
Somnio Financial Group, LLC
27,479$2.7M1.6%ETFVery LowGlastonbury, CT2026-10-26
Brookstone Capital Management
24,173$2.4M0.0%ETFMediumWheaton, IL2026-10-22
Dynamic Advisor Solutions LLC
23,742$2.3M0.1%ETFLowPhoenix, AZ2026-10-13
Wealth Forward, LLC
23,350$2.3M1.0%ETFMediumFargo, ND2026-10-14
Provenance Wealth Advisors, LLC
22,112$2.2M0.1%ETFLowFort Lauderdale, FL2026-10-30
Cliftonlarsonallen Wealth Advisors, LLC
21,767$2.1M0.0%ETFLowMinneapolis, MN2026-10-14
Creative Planning
21,397$2.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Moss Adams Wealth Advisors LLC
21,171$2.1M0.1%ETFLowSeattle, WA2026-10-28
CX Institutional
20,388$2.0K0.1%CoreMediumAuburn, IN2026-10-02
Visionary Wealth Advisors
19,820$1.9M0.1%ETFLowO'Fallon, IL2026-11-04
Nova Financial LLC
19,640$1.9M0.8%N/AN/ATucson, AZ2026-11-04
CGN Advisors LLC
19,504$1.9M0.1%ETFLowManhattan, KS2026-10-21
Worth Financial Advisory Group, LLC
18,686$1.8M0.8%GrowthVery LowCharlotte, NC2026-10-19
Concurrent Investment Advisors, LLC
17,645$1.7M0.0%GrowthMediumTampa, FL2026-10-16
Cornerstone Planning Group LLC
16,265$1.6M0.2%ETFMediumFairfield, NJ2026-10-16
Greystone Financial Group, LLC
15,730$1.5M0.4%GrowthMediumBloomfield Hills, MI2026-10-26
R2 Capital Strategies, LLC
15,684$1.5M0.6%ETFN/ALincoln, NE2026-10-15
Tempus Wealth Planning, LLC
15,591$1.5M0.3%ETFMediumIrvine, CA2026-10-14
Buttonwood Financial Group, LLC
15,165$1.5M0.8%ETFMediumKansas City, MO2026-10-16
ARQ Wealth Advisors, LLC
15,162$1.5M0.2%ETFLowScottsdale, AZ2026-10-29
Cogent Private Wealth, Inc.
14,737$1.4M0.9%ETFMediumOrlando, FL2026-11-06
Mainsail Asset Management, LLC
14,459$1.4M0.6%ETFMediumBirmingham, AL2026-10-14
Savant Capital, LLC
14,219$1.4M0.0%IndexVery LowRockford, IL2026-11-06
Badgley Phelps Wealth Managers, LLC
14,009$1.4M0.0%GrowthVery LowSeattle, WA2026-10-22
Sagespring Wealth Partners, LLC
14,006$1.4M0.0%ETFLowFranklin, TN2026-10-22
Syverson Strege & Co
13,827$1.3M0.3%ETFVery LowWest Des Moines, IA2026-11-02
Aspiriant, LLC
13,787$1.3M0.0%ETFVery LowLos Angeles, CA2026-10-16
Lodestar Private Asset Management LLC
13,648$1.3M0.1%ETFLowAlamo, CA2026-10-26
Able Financial Group, LLC
13,643$1.3M0.2%ETFLowScottsdale, AZ2026-10-14
Diversify Advisory Services, LLC
12,816$1.2M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
12,816$1.2M0.0%GrowthMediumSandy, UT2026-10-20
Prentice Wealth Management LLC
12,594$1.2M0.2%ETFLowRochester, NY2026-10-20
MPS Loria Financial Planners, LLC
12,449$1.2M0.2%ETFVery LowBurr Ridge, IL2026-10-14
High Net Worth Advisory Group LLC
12,050$1.2M0.2%ETFVery LowNaples, FL2026-10-26
Acropolis Investment Management, LLC
11,557$1.1M0.0%ETFLowSt. Louis, MO2026-10-08
Stonebridge Financial Group, LLC
10,764$1.0M0.1%ETFMediumWormleysburg, PA2026-10-01
Weitzel Financial Services, Inc.
10,586$1.0M0.3%ETFVery LowDubuque, IA2026-10-16
MGO One Seven LLC
10,169$989.1K0.0%GrowthLowBeachwood, OH2026-10-28
Lido Advisors, LLC
10,044$976.9K0.0%GrowthLowLos Angeles, CA2026-11-04
GEN Financial Management, Inc.
10,004$973.1K0.5%ETFLowPlymouth, MN2026-10-13
EverSource Wealth Advisors, LLC
9,982$971.0K0.0%CoreMediumBirmingham, AL2026-11-04
True Private Wealth Advisors
9,930$965.9K0.1%ETFMediumSalem, OR2026-10-19
Meridian Wealth Management, LLC
9,716$945.1K0.0%GrowthLowLexington, KY2026-11-05
Clearview Wealth Management LLC
9,672$947.0K0.7%ETFLowIrvine, CA2026-10-16
Modera Wealth Management, LLC
9,302$904.8K0.0%ETFVery LowWestwood, NJ2026-10-28
Avior Wealth Management, LLC
9,021$877.5K0.0%ETFMediumOmaha, NE2026-10-13
Marion Wealth Management
8,753$851.4K0.2%ETFVery LowMonroeville, PA2026-10-22
Northwest Wealth Management, LLC
8,658$842.2K0.1%ETFLowSpencer, IA2026-10-30
Mullooly Asset Management, Inc.
8,649$840.9K0.3%ETFVery LowWall Township, NJ2026-10-30
Saxony Capital Management, LLC
8,603$836.8K0.4%ETFMediumSt. Louis, MO2026-10-15
Boston Standard Wealth Management, LLC
8,579$834.5K0.1%ETFLowWinchester, MA2026-10-07
Orin Green Financial, LLC
8,354$812.5K0.3%ETFVery LowSan Diego, CA2026-10-19
Fidato Wealth LLC
8,353$812.5K0.4%ETFLowMiddleburg Heights, OH2026-10-13
Brighton Jones LLC
8,301$807.4K0.0%CoreVery LowSeattle, WA2026-11-03
Insight Advisors, LLC/ PA
8,294$806.8K0.1%ETFMediumNewtown, PA2026-10-22
Mountain Capital Investment Advisors Inc.
8,100$787.9K0.1%ETFMediumWestminster, CO2026-11-06
Clear Creek Financial Management, LLC
7,768$755.6K0.1%ETFMediumSilverdale, WA2026-10-28
AdvisorNet Financial, Inc
7,655$743.1K0.0%ETFLowMinnetonka, MN2026-10-15
Topel & Distasi Wealth Management, LLC
7,649$744.0K0.4%ETFVery LowBerkeley, CA2026-11-05
SimpliFi, Inc.
7,576$736.9K0.3%ETFMediumSan Diego, CA2026-10-28
Chicago Partners Investment Group LLC
7,539$726.6K0.0%GARPLowChicago, IL2026-10-27
Montgomery Financial Services LLC
7,535$732.9K0.6%ETFN/AOcean City, MD2026-11-03
Pension & Wealth Management Advisors, Inc.
7,507$730.4K0.2%ETFLowWaltham, MA2026-10-16
Berman McAleer LLC
7,372$717.1K0.1%ETFVery LowTimonium, MD2026-10-16
Krilogy Financial LLC
7,311$715.3K0.0%GrowthLowSt. Louis, MO2026-10-13
FWG Investments, Llc.
7,179$698.3K0.3%ETFMediumLexington, KY2026-11-03
Twelve Points Wealth Management LLC
7,082$681.2K0.1%ETFMediumConcord, MA2026-11-03
Vertrix Wealth Management, LLC
6,899$671.1K0.2%CoreMediumTroy, MI2026-10-13
Cape Investment Advisory, Inc.
6,547$636.8K0.2%ETFLowMcdonough, GA2026-10-13
Strategic Family Wealth Counselors, L.L.C.
6,472$629.5K0.1%ETFVery LowFairfield, NJ2026-10-29
Merit Financial Group, LLC
6,419$624.4K0.0%ETFLowAlpharetta, GA2026-11-06
Jnba Financial Advisors
6,401$622.6K0.0%ETFMediumBloomington, MN2026-11-03
Trilogy Capital Inc.
6,362$618.8K0.0%ETFMediumIrvine, CA2026-10-20
Central Trust Co
6,326$615.3K0.0%CoreLowJefferson City, MO2026-11-05
Vise Technologies, Inc.
6,313$614.1K0.0%IndexLowNew York, NY2026-10-29
West Wealth Group, LLC
5,910$574.9K0.1%ETFMediumIrvine, CA2026-10-14
Schuylkill Financial LLC
5,754$559.7K0.5%ETFN/AWyomissing, PA2026-10-21
Boyum Wealth Architects LLC
5,688$555.3K0.2%ETFLowBloomington, MN2026-10-06
Fifth Third Bancorp
5,647$549.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Root Financial Partners, LLC
5,573$542.1K0.0%ETFMediumEncinitas, CA2026-10-21
Frederick Financial Consultants, LLC
5,516$536.5K0.2%ETFVery LowFrederick, MD2026-10-29
Gallacher Capital Management LLC
5,428$528.0K0.4%ValueMediumLone Tree, CO2026-10-30
Tarbox Family Office, Inc.
5,297$515.2K0.1%ETFVery LowNewport Beach, CA2026-10-23
Maia Wealth LLC
5,198$505.7K0.1%ETFMediumDenver, CO2026-10-19
Great Point Wealth Advisors, LLC
5,102$496.3K0.1%ETFVery LowBoston, MA2026-10-15
Integrity Advisory Solutions, LLC
5,046$490.8K0.1%ETFMediumDallas, TX2026-10-29
JFS Wealth Advisors, LLC
5,031$489.3K0.0%ETFVery LowHermitage, PA2026-11-03
Klingman & Associates, LLC
5,013$487.6K0.0%ETFVery LowNew York, NY2026-10-20
First Heartland Consultants, Inc.
4,989$485.3K0.0%ETFMediumLake St. Louis, MO2026-10-08
TD Waterhouse Canada Inc.
4,979$484.6K0.0%CoreLowToronto, Australia2026-10-16
HB Wealth Management, LLC
4,851$471.9K0.0%IndexVery LowAtlanta, GA2026-10-23
Aquire Wealth Advisors, LLC
4,700$457.2K0.1%ETFVery LowSalt Lake City, UT2026-10-23
Plan Group Financial, LLC
4,657$452.7K0.1%ETFMediumOklahoma City, OK2026-10-22
Pinnacle Wealth Planning Services, Inc.
4,561$443.6K0.0%GARPLowMansfield, OH2026-10-27
DecisionPoint Financial, LLC
4,500$437.4K0.1%ETFVery LowMesa, AZ2026-10-27
Well Done, LLC
4,470$434.8K0.1%ETFLowHolland, MI2026-10-20
Compass Financial Group, Inc. (Ohio)
4,456$433.4K0.3%ETFMediumDublin, OH2026-10-19
Insight Wealth Partners, LLC
4,449$432.8K0.1%ETFLowPlano, TX2026-10-26
Cornerstone Wealth Management, LLC
4,419$429.8K0.0%ETFVery LowSt. Peters, MO2026-11-04
Mission Wealth Management, LP
4,242$412.6K0.0%ETFLowSanta Barbara, CA2026-10-15
Smith Partners Wealth Management, LLC
4,133$402.0K0.3%ETFMediumGreensboro, NC2026-11-05
Kingswood Wealth Advisors, LLC
4,057$394.6K0.0%GrowthLowSan Diego, CA2026-10-23
SWP Financial LLC
4,051$394.0K0.2%ETFMediumEncinitas, CA2026-10-23
Courage Miller Partners, LLC
4,007$389.8K0.1%ETFVery LowNorfolk, VA2026-10-21
Kesler, Norman & Wride, LLC
4,007$389.8K0.1%CoreMediumOgden, UT2026-11-06
Mayfair Advisory Group, LLC
3,995$388.6K0.1%ETFLowBirmingham, AL2026-10-20
Milestone Asset Management, LLC
3,984$387.6K0.1%GrowthHighPittsburgh, PA2026-10-15
New Capital Management LP
3,916$380.9K0.1%ETFVery LowHouston, TX2026-10-29
Nvwm, LLC
3,870$376.4K0.1%GrowthMediumYardley, PA2026-10-14
Worth Asset Management, LLC
3,800$369.6K0.1%ETFHighDallas, TX2026-10-07
Signaturefd, LLC
3,737$363.5K0.0%IndexLowAtlanta, GA2026-10-23
SAX Wealth Advisors, LLC
3,707$360.6K0.0%ETFVery LowParsippany, NJ2026-10-13
Retireful, LLC
3,688$358.7K0.3%GrowthVery HighHaslett, MI2026-10-09
Lifelong Wealth Advisors, Inc.
3,650$355.0K0.1%ETFLowArden Hills, MN2026-10-19
Centerline Wealth Advisors, LLC
3,565$346.8K0.1%ETFHighLouisville, KY2026-10-15
Altura Wealth Advisors Inc.
3,564$346.6K0.1%GrowthLowSanta Clara, CA2026-10-22
J. Derek Lewis & Associates Inc.
3,533$343.7K0.1%ETFLowNewport Beach, CA2026-11-03
SBK Financial, Inc.
3,481$338.6K0.2%N/AN/ARichmond, VA2026-11-02
Cardinal Point Capital Management ULC
3,457$336.3K0.0%ValueLowToronto, Australia2026-10-21
tru Independence LLC
3,454$335.9K0.1%ETFLowPortland, OR2026-10-20
Choice Wealth Advisors LLC
3,317$322.6K0.1%ETFMediumWaterville, ME2026-10-16
Arbor Investment Advisors, LLC
3,316$322.6K0.0%ETFVery LowWinston Salem, NC2026-10-26
Aprio Wealth Management, LLC
3,300$321.0K0.0%ETFMediumAtlanta, GA2026-10-28
Forte Asset Management LLC
3,171$308.4K0.1%ETFLowBedford, NY2026-10-13
Vested Financial Planning, LLC
3,116$303.1K0.2%ETFMediumSan Carlos, CA2026-10-28
Bay Harbor Wealth Management, LLC
2,968$288.7K0.1%ETFMediumHunt Valley, MD2026-11-03
Parallel Advisors, LLC
2,957$287.6K0.0%IndexLowSan Francisco, CA2026-11-03
Fiduciary Financial Group, LLC
2,921$284.1K0.0%ETFLowSan Rafael, CA2026-10-13
Riverbend Wealth Management, LLC
2,912$283.3K0.1%GrowthLowMyrtle Beach, SC2026-10-15
CoreCap Advisors, LLC
2,898$281.9K0.0%ETFMediumSouthfield, MI2026-10-08
Peak Wealth Management LLC
2,893$281.2K0.2%ETFMediumNashua, NH2026-10-26
Valpey Financial Services, LLC
2,876$279.8K0.2%ETFVery LowConcord, NH2026-10-30
Partners in Financial Planning
2,867$278.9K0.0%ETFVery LowSalem, VA2026-11-06
Focus Financial Network, Inc.
2,847$276.9K0.0%ETFLowMinneapolis, MN2026-10-14
Golden State Wealth Management, LLC
2,832$275.5K0.0%ETFMediumSanta Ana, CA2026-11-02
Salus Financial Advisors, LLC
2,832$275.5K0.1%ETFVery LowColorado Springs, CO2026-10-20
Bond & Devick Financial Network, Inc.
2,795$271.9K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
PNC Financial Services Group, Inc.
2,769$269.4K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Chemistry Wealth Management LLC
2,727$265.3K0.0%CoreLowNew York, NY2026-10-16
Client 1ST Advisory Group, LLC
2,716$264.2K0.1%ETFVery LowDunedin, FL2026-10-19
Altrius Capital Management Inc
2,649$257.7K0.0%YieldMediumNew Bern, NC2026-11-05
Family Wealth Partners, LLC
2,625$255.4K0.1%ETFLowMatthews, NC2026-10-20
Arkansas Financial Group, Inc.
2,613$254.2K0.0%ETFVery LowLittle Rock, AR2026-10-26
Truist Financial Corp
2,601$253.0K0.0%CoreLowCharlotte, NC2026-10-30
Landmark Wealth Management, LLC
2,539$247.0K0.1%ETFVery LowMelville, NY2026-11-03
Atlas Private Wealth Advisors
2,480$241.3K0.1%ETFLowRed Bank, NJ2026-10-23
Basso Capital Management, L.P.
2,445$237.8K0.1%ETFMediumStamford, CT2026-10-30
Corepath Wealth Partners LLC
2,411$235.9K0.2%ETFVery LowScottsdale, AZ2026-10-21
Lanark Financial, Inc.
2,393$232.8K0.0%CoreMediumBirmingham, AL2026-10-26
BIP Wealth, LLC
2,392$232.7K0.0%ETFMediumAtlanta, GA2026-10-22
Andrews Advisory Associates, LLC
2,383$231.7K0.1%ETFLowHonolulu, HI2026-10-15
Closed-End Fund Advisors, Inc.
2,338$227.5K0.2%YieldMediumRichmond, VA2026-11-04
PFG Advisors
2,322$225.9K0.0%ETFMediumPhoenix, AZ2026-10-16
Lazari Capital Management, Inc.
2,307$224.4K0.1%GrowthLowBurbank, CA2026-10-20
Highland Financial Advisors, LLC
2,303$224.0K0.0%ETFVery LowWayne, NJ2026-10-19
Ashton Thomas Private Wealth, LLC
2,278$221.6K0.0%CoreMediumScottsdale, AZ2026-11-03
TL Private Wealth
2,265$221.6K0.1%ETFVery LowSouthlake, TX2026-10-13
Calder Financial LLC
2,245$218.4K0.2%ETFLowDowningtown, PA2026-10-13
J.W. Cole Advisors, Inc.
2,202$214.2K0.0%IndexLowTampa, FL2026-11-05
Lebenthal Global Advisors, LLC
2,183$212.3K0.0%ETFMediumHauppauge, NY2026-10-28
Signature Estate & Investment Advisors LLC
2,156$209.7K0.0%ETFMediumLos Angeles, CA2026-10-13
Swmg, LLC
2,138$206.8K0.0%ETFMediumFort Worth, TX2026-10-23
Parkway Wealth Management Group, LLC
2,124$206.6K0.0%ETFHighPlano, TX2026-10-20
Optivise Advisory Services LLC
2,092$203.5K0.1%ETFMediumFranklin, TN2026-10-19
Echo45 Advisors LLC
2,080$202.4K0.1%ETFLowWalnut Creek, CA2026-10-07
Cooper Financial Group
2,063$200.6K0.0%GrowthMediumIrvine, CA2026-10-07
Mascoma Wealth Management LLC
1,920$186.8K0.0%ETFVery LowHanover, NH2026-10-23
Lloyd Advisory Services, Llc.
1,856$180.5K0.1%ETFVery HighSuwanee, GA2026-11-02
Halbert Hargrove Global Advisors, LLC
1,644$159.9K0.0%ETFLowLong Beach, CA2026-10-16
IFP Advisors, Inc
1,603$155.9K0.0%GrowthLowTampa, FL2026-10-16
AlphaCore Capital LLC
1,552$150.9K0.0%ETFLowLa Jolla, CA2026-11-04
Nfsg Corp
1,200$116.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
US Bancorp \de\
1,185$115.3K0.0%IndexLowMinneapolis, MN2026-11-05
Elevation Wealth Partners, LLC
1,182$115.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Harbor Investment Advisory, LLC
1,052$102.3K0.0%GrowthLowLutherville, MD2026-10-13
Montag A & Associates Inc
1,036$100.8K0.0%CoreLowAtlanta, GA2026-10-29
Mather Group, Llc.
1,000$97.3K0.0%ETFMediumChicago, IL2026-10-14
American Capital Advisory, LLC
880$85.6K0.0%ETFLowKetchum, ID2026-10-28
Frisco Financial Planning LLC
814$79.2K0.1%ETFVery LowFrisco, TX2026-10-05
Align Financial, LLC
779$75.8K0.0%ETFVery LowHermantown, MN2026-10-16
CKW Financial Group
779$760.0%ETFVery LowHonolulu, HI2026-10-29
Washington Trust Advisors, Inc.
685$66.6K0.0%GrowthLowWellesley, MA2026-10-22
Larson Financial Group LLC
617$60.0K0.0%GrowthLowSt Louis, MO2026-11-05
Blueline Advisors LLC
554$53.9K0.0%ETFLowExeter, NH2026-10-15
Activest Wealth Management
499$48.5K0.0%ETFLowAventura, FL2026-10-15
Gamma Investing LLC
495$48.1K0.0%IndexVery LowFoster City, CA2026-10-08
Clearstead Trust, LLC
484$47.1K0.0%GrowthLowPortland, ME2026-11-06
MV Capital Management, Inc.
454$44.2K0.0%ETFLowBethesda, MD2026-10-29
Eastern Bank
440$42.8K0.0%GrowthMediumBoston, MA2026-10-05
Rossby Financial, LCC
436$42.4K0.0%ETFMediumMelbourne, FL2026-11-05
Noble Wealth Management PBC
409$39.8K0.0%YieldMediumGreenwood Village, CO2026-10-01
Proathlete Wealth Management LLC
389$37.9K0.0%ETFVery LowBoca Raton, FL2026-10-15
Mosley Wealth Management
354$34.5K0.0%ETFHighAnaheim, CA2026-10-16
Retirement Wealth Solutions LLC
307$29.8K0.0%ETFLowMarshfield, WI2026-10-07
Strategic Advocates LLC
297$28.9K0.1%GrowthLowSacramento, CA2026-11-03
North Star Investment Management Corp.
296$28.8K0.0%CoreLowChicago, IL2026-10-27
Elevated Capital Advisors, LLC
265$25.7K0.0%ETFMediumSandy, UT2026-11-04
Abound Wealth Management
263$25.6K0.0%ETFVery LowFranklin, TN2026-10-26
Compass Financial Management LLC
248$24.1K0.0%CoreN/ATampa, FL2026-10-30
Morton Brown Family Wealth, LLC
195$19.0K0.0%ETFVery LowAllentown, PA2026-10-23
Caldwell Trust Co
175$17.0K0.0%GrowthLowVenice, FL2026-10-30
CGC Financial Services, LLC
131$12.7K0.0%ETFLowLake Oswego, OR2026-10-13
Sfam, LLC
124$12.0K0.0%ETFVery LowElmhurst, IL2026-11-03
Fortitude Family Office, LLC
119$11.6K0.0%ETFMediumScottsdale, AZ2026-10-14
Nemes Rush Group LLC
109$10.6K0.0%CoreVery LowNovi, MI2026-11-04
Essential Partners LLC
89$8.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Spire Wealth Management
88$8.6K0.0%GrowthMediumMclean, VA2026-10-30
Networth Advisors, LLC
77$7.5K0.0%ETFMediumCanonsburg, PA2026-11-03
Private Trust Co NA
76$7.3K0.0%CoreLowCleveland, OH2026-10-20
Princeton Global Asset Management LLC
63$6.1K0.0%GrowthLowPrinceton, NJ2026-10-21
Rosenberg Matthew Hamilton
57$5.6K0.0%ETFVery LowGrand Junction, CO2026-10-05
DT Investment Partners, LLC
46$4.5K0.0%ETFVery LowChadds Ford, PA2026-10-27
Evolution Wealth Management Inc.
43$4.2K0.0%ETFMediumFort Myers, FL2026-10-28
Plante Moran Financial Advisors, LLC
18$1.8K0.0%ETFVery LowSouthfield, MI2026-11-04
Evermay Wealth Management LLC
14$1.4K0.0%ETFLowArlington, VA2026-11-05
Horizon Financial Services, LLC
13$1.3K0.0%ETFLowWinston Salem, NC2026-11-04
Triumph Capital Management
11$1.1K0.0%ETFMediumDenver, CO2026-10-14
West Paces Advisors Inc.
4$3890.0%ETFLowAtlanta, GA2026-10-13
Capital Investment Advisory Services, LLC
1$1090.0%CoreMediumRaleigh, NC2026-10-30