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Ishares Core 60/40 Balanced (AOR)

CUSIP: 464289867 | NYSE | 1018 institutional holders

Quarters

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

Aspiriant, LLC521,896
0.9% of portfolio›$35.8M
JIM Saulnier & Associates, LLC494,855
13.1% of portfolio›$33.9M
Consilium Wealth Advisory, LLC433,300
8.8% of portfolio›$29.7M
WestEnd Advisors, LLC338,873
0.5% of portfolio›$23.2M
Lebenthal Global Advisors, LLC324,798
3.0% of portfolio›$22.3M
Madrid Financial Services314,156
11.9% of portfolio›$21.5M
Assetmark, Inc287,912
0.0% of portfolio›$19.7M
Cambridge Investment Research Advisors, Inc.232,583
0.0% of portfolio›$15.9K
Worth Asset Management, LLC188,089
3.8% of portfolio›$12.9M
Kestra Private Wealth Services, LLC148,363
0.1% of portfolio›$10.2M
Creative Planning143,003
0.0% of portfolio›$9.8M
True Private Wealth Advisors139,822
0.8% of portfolio›$9.6M
Kestra Advisory Services, LLC116,305
0.0% of portfolio›$8.0M
Lodestar Private Asset Management LLC115,112
0.7% of portfolio›$7.9M
Strategic Family Wealth Counselors, L.L.C.98,104
1.6% of portfolio›$6.7M
Legacy Wealth Partners, LLC95,689
1.4% of portfolio›$6.6M
Commonwealth Equity Services, LLC95,062
0.0% of portfolio›$6.5M
Weaver Consulting Group83,195
1.1% of portfolio›$5.7M
Unique Wealth, LLC82,107
0.6% of portfolio›$5.6M
Patton Albertson Miller Group, LLC79,357
0.5% of portfolio›$5.4M
Bell Investment Advisors, Inc74,830
0.7% of portfolio›$5.1M
Brookstone Capital Management74,062
0.1% of portfolio›$5.1M
Wealth Enhancement Advisory Services, LLC72,228
0.0% of portfolio›$5.0M
Strategic Blueprint, LLC71,786
0.2% of portfolio›$4.9M
Wealth Forward, LLC65,364
2.0% of portfolio›$4.5M
Truist Financial Corp61,994
0.0% of portfolio›$4.2M
ARQ Wealth Advisors, LLC61,865
0.5% of portfolio›$4.2M
Viewpoint Investment Partners Corp57,550
1.8% of portfolio›$5.6M
Fort Henry Capital, LLC56,084
2.1% of portfolio›$3.8M
Basso Capital Management, L.P.55,175
0.8% of portfolio›$3.8M
Intrua Financial, LLC49,279
0.3% of portfolio›$3.4M
Compass Financial Group, Inc47,714
0.4% of portfolio›$3.3M
Marino, Stram & Associates LLC47,522
0.5% of portfolio›$3.3M
Kingswood Wealth Advisors, LLC45,454
0.1% of portfolio›$3.1M
Concurrent Investment Advisors, LLC43,512
0.0% of portfolio›$3.0M
Global Assets Advisory, LLC40,997
0.6% of portfolio›$2.8M
Westside Investment Management, Inc.39,950
0.3% of portfolio›$2.7M
Weitzel Financial Services, Inc.39,657
0.9% of portfolio›$2.7M
Integrated Advisors Network LLC36,777
0.1% of portfolio›$2.5M
First Heartland Consultants, Inc.35,003
0.2% of portfolio›$2.4M
Selby Wealth Management, LLC33,465
0.8% of portfolio›$2.3M
Prentice Wealth Management LLC31,523
0.4% of portfolio›$2.2M
Visionary Wealth Advisors30,532
0.1% of portfolio›$2.1M
Harbor Group, Inc.29,511
0.2% of portfolio›$2.0M
Avior Wealth Management, LLC29,237
0.1% of portfolio›$2.0M
Perigon Wealth Management, LLC27,753
0.0% of portfolio›$1.9M
Moss Adams Wealth Advisors LLC25,460
0.1% of portfolio›$1.7M
RTD Financial Advisors, Inc.24,447
0.2% of portfolio›$1.7M
Lido Advisors, LLC24,028
0.0% of portfolio›$1.6M
MPS Loria Financial Planners, LLC21,191
0.3% of portfolio›$1.5M
Creekside Partners20,944
0.5% of portfolio›$1.4M
SimpliFi, Inc.20,826
0.6% of portfolio›$1.4M
Sage Financial Group Inc20,677
0.1% of portfolio›$1.4M
Worth Financial Advisory Group, LLC19,698
0.6% of portfolio›$1.3M
Milestone Asset Management, LLC19,144
0.2% of portfolio›$1.3M
Tempus Wealth Planning, LLC18,629
0.2% of portfolio›$1.3M
Farther Finance Advisors, LLC18,612
0.0% of portfolio›$1.3M
High Net Worth Advisory Group LLC18,190
0.3% of portfolio›$1.2M
Dynamic Advisor Solutions LLC17,718
0.0% of portfolio›$1.2M
R2 Capital Strategies, LLC17,664
0.5% of portfolio›$1.2M
Boyum Wealth Architects LLC17,366
0.5% of portfolio›$1.2M
WBH Advisory Inc17,034
0.1% of portfolio›$1.2M
Bond & Devick Financial Network, Inc.16,977
0.3% of portfolio›$1.2M
McHugh Group, LLC16,400
0.6% of portfolio›$1.1M
Sigma Planning Corp15,991
0.0% of portfolio›$1.1M
Greystone Financial Group, LLC15,751
0.3% of portfolio›$1.1M
Eddie Patel Inc15,674
0.7% of portfolio›$1.1M
Provenance Wealth Advisors, LLC13,482
0.1% of portfolio›$923.8K
Legacy Advisory Services, LLC13,082
0.6% of portfolio›$896.4K
Adirondack Capital Advisors, LLC13,000
0.5% of portfolio›$890.8K
Independent Financial Group, LLC12,841
0.0% of portfolio›$879.9K
Dorval Corp12,504
0.2% of portfolio›$856.8K
Diversify Wealth Management, LLC12,315
0.0% of portfolio›$845.4K
Diversify Advisory Services, LLC12,315
0.0% of portfolio›$845.4K
New England Private Wealth Advisors LLC11,818
0.1% of portfolio›$809.7K
Citizens Financial Group Inc11,797
0.0% of portfolio›$808.3K
Fidato Wealth LLC11,667
0.4% of portfolio›$799.4K
Founders Financial Securities LLC11,537
0.0% of portfolio›$790.5K
PDS Planning, Inc11,528
0.0% of portfolio›$789.9K
NWF Advisory Services Inc.11,115
0.1% of portfolio›$761.6K
Beacon Financial Advisory LLC11,100
0.1% of portfolio›$760.6K
Cornerstone Planning Group LLC10,528
0.1% of portfolio›$724.8K
Cahaba Wealth Management, Inc.10,479
0.0% of portfolio›$718.0K
NBT Bank, N.A.10,415
0.0% of portfolio›$713.7K
Prospera Financial Services Inc10,070
0.0% of portfolio›$686.4K
Busey Bank10,026
0.0% of portfolio›$687.0K
Northwest Wealth Management, LLC9,784
0.1% of portfolio›$670.4K
Heirloom Wealth Management9,589
0.1% of portfolio›$657.0K
Archford Capital Strategies, LLC9,539
0.1% of portfolio›$653.6K
Trilogy Capital Inc.9,499
0.0% of portfolio›$650.9K
New Capital Management LP9,476
0.1% of portfolio›$649.3K
Procyon Advisors, LLC9,372
0.0% of portfolio›$642.1K
Fiduciary Financial Group, LLC9,257
0.1% of portfolio›$634.3K
Stonebridge Financial Group, LLC9,108
0.0% of portfolio›$624.1K
AdvisorNet Financial, Inc9,007
0.0% of portfolio›$615.8K
Nvwm, LLC8,942
0.1% of portfolio›$612.7K
IMG Wealth Management, Inc.8,778
0.3% of portfolio›$601.5K
Quantum Financial Partners LLC8,762
0.3% of portfolio›$600.4K
Gallacher Capital Management LLC8,595
0.5% of portfolio›$588.9K
Transcendent Capital Group LLC8,569
0.2% of portfolio›$587.2K
Summit Financial Wealth Advisors, LLC8,480
0.1% of portfolio›$581.1K
Elevation Point Wealth Partners, LLC8,212
0.0% of portfolio›$564.1K
OpenArc Corporate Advisory, LLC8,188
0.0% of portfolio›$561.0K
Orin Green Financial, LLC7,957
0.2% of portfolio›$545.3K
Somnio Financial Group, LLC7,867
0.3% of portfolio›$539.0K
Montgomery Financial Services LLC7,835
0.4% of portfolio›$536.9K
Lanark Financial, Inc.7,679
0.0% of portfolio›$526.2K
Oppenheimer & Co Inc7,465
0.0% of portfolio›$511.5K
TD Waterhouse Canada Inc.7,245
0.0% of portfolio›$496.4K
Reyes Financial Architecture, Inc.7,236
0.3% of portfolio›$495.8K
Advisortrust Partners, LLC7,187
0.2% of portfolio›$492.5K
Vertrix Wealth Management, LLC7,116
0.2% of portfolio›$487.6K
Harbor Investment Advisory, LLC6,971
0.0% of portfolio›$477.6K
Redwood Park Advisors LLC6,893
0.3% of portfolio›$472.3K
Old North State Wealth Management, LLC6,739
0.2% of portfolio›$461.9K
CX Institutional6,734
0.0% of portfolio›$461
StoneX Group Inc.6,712
0.0% of portfolio›$459.9K
Signaturefd, LLC6,706
0.0% of portfolio›$459.5K
CoreCap Advisors, LLC6,669
0.0% of portfolio›$457.0K
Clear Point Advisors Inc.6,619
0.3% of portfolio›$453.5K
Saxony Capital Management, LLC6,538
0.2% of portfolio›$448.0K
Mission Wealth Management, LP6,524
0.0% of portfolio›$447.0K
Morton Brown Family Wealth, LLC6,520
0.1% of portfolio›$446.8K
Mtco Ltd.6,470
0.3% of portfolio›$443.3K
Pension & Wealth Management Advisors, Inc.6,153
0.1% of portfolio›$421.7K
Ballast Rock Private Wealth LLC6,090
0.2% of portfolio›$417.3K
Hubbell Strickland Wealth Management, LLC6,071
0.1% of portfolio›$416.0K
Clearview Wealth Management LLC5,993
0.3% of portfolio›$412.2K
Buttonwood Financial Group, LLC5,896
0.2% of portfolio›$406.9K
Cardinal Point Capital Management ULC5,891
0.0% of portfolio›$403.7K
Manchester Financial Inc5,865
0.1% of portfolio›$401.9K
Destiny Wealth Partners, LLC5,740
0.0% of portfolio›$391.0K
GHP Investment Advisors, Inc.5,738
0.0% of portfolio›$393.2K
Boston Standard Wealth Management, LLC5,705
0.1% of portfolio›$390.9K
Centerline Wealth Advisors, LLC5,640
0.1% of portfolio›$386.5K
Vested Financial Planning, LLC5,408
0.3% of portfolio›$370.5K
Able Financial Group, LLC5,358
0.1% of portfolio›$367.1K
Pacific Sage Partners, LLC5,309
0.0% of portfolio›$363.8K
Alliance Private Wealth, LLC5,243
0.1% of portfolio›$359.3K
Wealthcare Advisory Partners LLC5,242
0.0% of portfolio›$359.2K
Altura Wealth Advisors Inc.5,242
0.1% of portfolio›$359.2K
Clear Creek Financial Management, LLC5,241
0.0% of portfolio›$359.1K
Pacific Capital Wealth Advisors, Inc.5,152
0.1% of portfolio›$353.0K
RDA Financial Network5,135
0.1% of portfolio›$351.9K
Retireful, LLC5,124
0.3% of portfolio›$351.1K
Approach Retirement Advisors, LLC5,111
0.3% of portfolio›$350.2K
Box Hill Private Wealth LLC5,087
0.3% of portfolio›$348.6K
Flynn Zito Capital Management, LLC5,013
0.1% of portfolio›$343.5K
Valpey Financial Services, LLC4,962
0.2% of portfolio›$340.0K
Halbert Hargrove Global Advisors, LLC4,898
0.0% of portfolio›$335.6K
Schuylkill Financial LLC4,891
0.3% of portfolio›$335.1K
Centennial Advisors, LLC4,855
0.4% of portfolio›$332.7K
Aquire Wealth Advisors, LLC4,631
0.1% of portfolio›$317.3K
GEN Financial Management, Inc.4,568
0.2% of portfolio›$313.0K
Retirement Planning Group, LLC4,541
0.0% of portfolio›$311.1K
Brighton Jones LLC4,528
0.0% of portfolio›$310.3K
Modera Wealth Management, LLC4,472
0.0% of portfolio›$306.4K
Valeo Financial Advisors, LLC4,429
0.0% of portfolio›$303.5K
Focus Financial Network, Inc.4,403
0.0% of portfolio›$301.7K
Prime Capital Investment Advisors, LLC4,321
0.0% of portfolio›$296.1K
CGN Advisors LLC4,274
0.0% of portfolio›$292.9K
Capstone Wealth Management Group, Inc.4,261
0.2% of portfolio›$292.0K
Sowell Financial Services LLC4,233
0.0% of portfolio›$290.1K
Narwhal Capital Management4,200
0.0% of portfolio›$287.8K
Intelligent Financial Strategies4,176
0.1% of portfolio›$286.2K
Stirlingshire Investments, Inc.4,144
0.2% of portfolio›$284.0K
BridgePort Financial Solutions, LLC4,110
0.1% of portfolio›$281.6K
Private Client Services, LLC4,048
0.1% of portfolio›$277.4K
XML Financial, LLC4,000
0.0% of portfolio›$274.1K
Onyx Bridge Wealth Group LLC3,962
0.0% of portfolio›$271.4K
Crusonia Wealth Advisors LLC3,940
0.0% of portfolio›$269.9K
Howard Wealth Management, LLC3,929
0.1% of portfolio›$269.2K
Syverson Strege & Co3,892
0.1% of portfolio›$266.7K
Landmark Wealth Management, LLC3,673
0.1% of portfolio›$251.7K
Fermata Advisors, LLC3,615
0.0% of portfolio›$247.7K
Nova Financial LLC3,585
0.1% of portfolio›$245.7K
B. Riley Wealth Advisors, Inc.3,580
0.0% of portfolio›$245.3K
Salus Financial Advisors, LLC3,550
0.1% of portfolio›$243.3K
Parallel Advisors, LLC3,548
0.0% of portfolio›$243.1K
Center for Financial Planning, Inc.3,537
0.0% of portfolio›$242.4K
PFG Advisors3,511
0.0% of portfolio›$240.6K
Apex Wealth Management, LLC3,492
0.1% of portfolio›$239.3K
Insight Wealth Partners, LLC3,458
0.0% of portfolio›$236.9K
Ferguson Wellman Capital Management, Inc3,434
0.0% of portfolio›$235.3K
Mosley Wealth Management3,392
0.1% of portfolio›$232.9K
Stonehearth Capital Management, LLC3,298
0.1% of portfolio›$226.0K
Compass Ion Advisors, LLC3,280
0.0% of portfolio›$224.7K
Mullooly Asset Management, Inc.3,261
0.1% of portfolio›$223.6K
Philip James Wealth Mangement, LLC3,147
0.0% of portfolio›$215.6K
John W. Brooker & Co., CPAs3,131
0.2% of portfolio›$214.6K
MCF Advisors LLC3,115
0.0% of portfolio›$213.4K
4Wealth Advisors, Inc.3,097
0.1% of portfolio›$212.9K
Park Avenue Securities LLC3,062
0.0% of portfolio›$210
TFB Advisors LLC3,026
0.1% of portfolio›$207.3K
Ironwood Financial, llc3,009
0.0% of portfolio›$206.2K
Krilogy Financial LLC3,007
0.0% of portfolio›$206.7K
Atria Investments, Inc2,980
0.0% of portfolio›$204.2K
PFW Advisors LLC2,941
0.1% of portfolio›$201.5K
Gilpin Wealth Management, LLC2,869
0.1% of portfolio›$196.6K
Latitude Advisors, LLC2,724
0.1% of portfolio›$186.6K
Cassaday & Co Wealth Management LLC2,610
0.0% of portfolio›$178.8K
GGM Financial LLC2,491
0.1% of portfolio›$170.7K
Wolff Wiese Magana LLC2,183
0.1% of portfolio›$149.6K
IFP Advisors, Inc1,890
0.0% of portfolio›$129.5K
Cape Investment Advisory, Inc.1,860
0.0% of portfolio›$127.5K
Elevation Wealth Partners, LLC1,762
0.0% of portfolio›$120.7K
Downshift Financial, LLC1,754
0.1% of portfolio›$120.2K
Spire Wealth Management1,691
0.0% of portfolio›$115.9K
Bullock Wealth Management Group1,645
0.0% of portfolio›$112.8K
CKW Financial Group1,523
0.0% of portfolio›$104
Vima LLC1,517
0.1% of portfolio›$103.9K
Elevated Capital Advisors, LLC1,464
0.0% of portfolio›$100.3K
Evermay Wealth Management LLC1,311
0.0% of portfolio›$89.8K
Mather Group, Llc.1,305
0.0% of portfolio›$89.4K
Kingdom Financial Group Llc.1,256
0.0% of portfolio›$86.1K
Lloyd Advisory Services, Llc.1,161
0.0% of portfolio›$79.6K
Asset Dedication, LLC1,133
0.0% of portfolio›$77.6K
Creative Capital Management Investments LLC1,020
0.0% of portfolio›$69.9K
Mascoma Wealth Management LLC1,002
0.0% of portfolio›$68.7K
Arvest Investments, Inc.883
0.0% of portfolio›$60.5K
Bay Harbor Wealth Management, LLC846
0.0% of portfolio›$58.0K
Creative Financial Designs Inc759
0.0% of portfolio›$52.0K
Capital Investment Advisory Services, LLC750
0.0% of portfolio›$51.4K
Ashton Thomas Private Wealth, LLC651
0.0% of portfolio›$44.6K
EverSource Wealth Advisors, LLC646
0.0% of portfolio›$44.3K
Oakworth Capital, Inc.639
0.0% of portfolio›$43.8K
Comprehensive Financial Planning, Inc.585
0.0% of portfolio›$40.1K
Concord Wealth Partners578
0.0% of portfolio›$39.6K
Arlington Trust Co LLC573
0.0% of portfolio›$39.3K
Jnba Financial Advisors524
0.0% of portfolio›$35.9K
AlphaCore Capital LLC493
0.0% of portfolio›$33.8K
Tsfg, LLC465
0.0% of portfolio›$32
Dhjj Financial Advisors, Ltd.416
0.0% of portfolio›$28.5K
Midwest Capital Advisors, LLC400
0.0% of portfolio›$27.4K
Signature Equity Partners, LLC337
0.0% of portfolio›$23.1K
Abound Wealth Management250
0.0% of portfolio›$17.1K
Compass Financial Management LLC241
0.0% of portfolio›$16.5K
Pinnacle Wealth Planning Services, Inc.240
0.0% of portfolio›$16.4K
Archer Investment Corp215
0.0% of portfolio›$14.7K
Highline Wealth Partners LLC205
0.0% of portfolio›$14.0K
Strategic Advocates LLC161
0.0% of portfolio›$11.0K
Lodestone Wealth Management LLC151
0.0% of portfolio›$10.4K
Heritage Family Offices, LLP125
0.0% of portfolio›$8.6K
Sarver Vrooman Wealth Advisors33
0.0% of portfolio›$2.3K
DecisionPoint Financial, LLC29
0.0% of portfolio›$2.0K
Horizon Financial Services, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Aspiriant, LLC
521,896$35.8M0.9%ETFVery LowLos Angeles, CA2026-10-16
JIM Saulnier & Associates, LLC
494,855$33.9M13.1%ETFLowFort Collins, CO2026-11-04
Consilium Wealth Advisory, LLC
433,300$29.7M8.8%GrowthLowFrisco, TX2026-10-14
WestEnd Advisors, LLC
338,873$23.2M0.5%ETFMediumCharlotte, NC2026-10-27
Lebenthal Global Advisors, LLC
324,798$22.3M3.0%ETFMediumHauppauge, NY2026-10-28
Madrid Financial Services
314,156$21.5M11.9%ETFHighManhattan Beach, CA2026-11-03
Assetmark, Inc
287,912$19.7M0.0%ETFLowConcord, CA2026-10-21
Cambridge Investment Research Advisors, Inc.
232,583$15.9K0.0%ETFLowFairfield, IA2026-11-02
Worth Asset Management, LLC
188,089$12.9M3.8%ETFHighDallas, TX2026-10-07
Kestra Private Wealth Services, LLC
148,363$10.2M0.1%GrowthLowAustin, TX2026-10-30
Creative Planning
143,003$9.8M0.0%IndexVery LowOverland Park, KS2026-11-02
True Private Wealth Advisors
139,822$9.6M0.8%ETFMediumSalem, OR2026-10-19
Kestra Advisory Services, LLC
116,305$8.0M0.0%CoreLowAustin, TX2026-11-02
Lodestar Private Asset Management LLC
115,112$7.9M0.7%ETFLowAlamo, CA2026-10-26
Strategic Family Wealth Counselors, L.L.C.
98,104$6.7M1.6%ETFVery LowFairfield, NJ2026-10-29
Legacy Wealth Partners, LLC
95,689$6.6M1.4%ETFHighLakewood, CO2026-10-15
Commonwealth Equity Services, LLC
95,062$6.5M0.0%ETFLowWaltham, MA2026-11-02
Weaver Consulting Group
83,195$5.7M1.1%ETFLowHuntington Beach, CA2026-10-07
Unique Wealth, LLC
82,107$5.6M0.6%ETFMediumTampa, FL2026-10-16
Patton Albertson Miller Group, LLC
79,357$5.4M0.5%CoreLowChattanooga, TN2026-10-26
Bell Investment Advisors, Inc
74,830$5.1M0.7%ETFVery LowOrinda, CA2026-10-29
Brookstone Capital Management
74,062$5.1M0.1%ETFMediumWheaton, IL2026-10-22
Wealth Enhancement Advisory Services, LLC
72,228$5.0M0.0%CoreLowPlymouth, MN2026-10-13
Strategic Blueprint, LLC
71,786$4.9M0.2%ETFLowAtlanta, GA2026-10-22
Wealth Forward, LLC
65,364$4.5M2.0%ETFMediumFargo, ND2026-10-14
Truist Financial Corp
61,994$4.2M0.0%CoreLowCharlotte, NC2026-10-30
ARQ Wealth Advisors, LLC
61,865$4.2M0.5%ETFLowScottsdale, AZ2026-10-29
Viewpoint Investment Partners Corp
57,550$5.6M1.8%ValueMediumCalgary, Abu Dhabi2026-10-26
Fort Henry Capital, LLC
56,084$3.8M2.1%ETFVery LowWheeling, WV2026-10-22
Basso Capital Management, L.P.
55,175$3.8M0.8%ETFMediumStamford, CT2026-10-30
Intrua Financial, LLC
49,279$3.4M0.3%ETFMediumHouston, TX2026-10-28
Compass Financial Group, Inc
47,714$3.3M0.4%ETFVery LowSioux Falls, SD2026-10-13
Marino, Stram & Associates LLC
47,522$3.3M0.5%ETFVery LowBraintree, MA2026-10-22
Kingswood Wealth Advisors, LLC
45,454$3.1M0.1%GrowthLowSan Diego, CA2026-10-23
Concurrent Investment Advisors, LLC
43,512$3.0M0.0%GrowthMediumTampa, FL2026-10-16
Global Assets Advisory, LLC
40,997$2.8M0.6%GrowthHighOrlando, FL2026-10-28
Westside Investment Management, Inc.
39,950$2.7M0.3%GrowthLowSanta Monica, CA2026-11-02
Weitzel Financial Services, Inc.
39,657$2.7M0.9%ETFVery LowDubuque, IA2026-10-16
Integrated Advisors Network LLC
36,777$2.5M0.1%GrowthMediumDallas, TX2026-10-20
First Heartland Consultants, Inc.
35,003$2.4M0.2%ETFMediumLake St. Louis, MO2026-10-08
Selby Wealth Management, LLC
33,465$2.3M0.8%ETFVery LowEmeryville, CA2026-10-16
Prentice Wealth Management LLC
31,523$2.2M0.4%ETFLowRochester, NY2026-10-20
Visionary Wealth Advisors
30,532$2.1M0.1%ETFLowO'Fallon, IL2026-11-04
Harbor Group, Inc.
29,511$2.0M0.2%ETFVery LowBedford, NH2026-10-14
Avior Wealth Management, LLC
29,237$2.0M0.1%ETFMediumOmaha, NE2026-10-13
Perigon Wealth Management, LLC
27,753$1.9M0.0%GrowthLowSan Francisco, CA2026-10-22
Moss Adams Wealth Advisors LLC
25,460$1.7M0.1%ETFLowSeattle, WA2026-10-28
RTD Financial Advisors, Inc.
24,447$1.7M0.2%ETFLowPhiladelphia, PA2026-10-09
Lido Advisors, LLC
24,028$1.6M0.0%GrowthLowLos Angeles, CA2026-11-04
MPS Loria Financial Planners, LLC
21,191$1.5M0.3%ETFVery LowBurr Ridge, IL2026-10-14
Creekside Partners
20,944$1.4M0.5%ETFVery LowPetaluma, CA2026-11-04
SimpliFi, Inc.
20,826$1.4M0.6%ETFMediumSan Diego, CA2026-10-28
Sage Financial Group Inc
20,677$1.4M0.1%ETFVery LowW. Conshohocken, PA2026-10-27
Worth Financial Advisory Group, LLC
19,698$1.3M0.6%GrowthVery LowCharlotte, NC2026-10-19
Milestone Asset Management, LLC
19,144$1.3M0.2%GrowthHighPittsburgh, PA2026-10-15
Tempus Wealth Planning, LLC
18,629$1.3M0.2%ETFMediumIrvine, CA2026-10-14
Farther Finance Advisors, LLC
18,612$1.3M0.0%IndexLowSan Francisco, CA2026-10-08
High Net Worth Advisory Group LLC
18,190$1.2M0.3%ETFVery LowNaples, FL2026-10-26
Dynamic Advisor Solutions LLC
17,718$1.2M0.0%ETFLowPhoenix, AZ2026-10-13
R2 Capital Strategies, LLC
17,664$1.2M0.5%ETFN/ALincoln, NE2026-10-15
Boyum Wealth Architects LLC
17,366$1.2M0.5%ETFLowBloomington, MN2026-10-06
WBH Advisory Inc
17,034$1.2M0.1%ETFLowBaltimore, MD2026-11-05
Bond & Devick Financial Network, Inc.
16,977$1.2M0.3%ETFVery LowSt. Louis Park, MN2026-10-23
McHugh Group, LLC
16,400$1.1M0.6%GrowthVery LowBratenahl, OH2026-10-19
Sigma Planning Corp
15,991$1.1M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Greystone Financial Group, LLC
15,751$1.1M0.3%GrowthMediumBloomfield Hills, MI2026-10-26
Eddie Patel Inc
15,674$1.1M0.7%GARPVery HighChicago, IL2026-11-02
Provenance Wealth Advisors, LLC
13,482$923.8K0.1%ETFLowFort Lauderdale, FL2026-10-30
Legacy Advisory Services, LLC
13,082$896.4K0.6%ETFMediumExton, PA2026-10-20
Adirondack Capital Advisors, LLC
13,000$890.8K0.5%ETFVery LowSyracuse, NY2026-10-09
Independent Financial Group, LLC
12,841$879.9K0.0%GrowthLowSan Diego, CA2026-10-13
Dorval Corp
12,504$856.8K0.2%ETFLowMaple Grove, MN2026-10-29
Diversify Wealth Management, LLC
12,315$845.4K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
12,315$845.4K0.0%GrowthLowSandy, UT2026-10-20
New England Private Wealth Advisors LLC
11,818$809.7K0.1%ETFVery LowWellesley, MA2026-10-19
Citizens Financial Group Inc
11,797$808.3K0.0%GrowthLowProvidence, RI2026-10-23
Fidato Wealth LLC
11,667$799.4K0.4%ETFLowMiddleburg Heights, OH2026-10-13
Founders Financial Securities LLC
11,537$790.5K0.0%ETFMediumTowson, MD2026-10-28
PDS Planning, Inc
11,528$789.9K0.0%IndexVery LowDublin, OH2026-11-03
NWF Advisory Services Inc.
11,115$761.6K0.1%GARPLowLos Angeles, CA2026-10-19
Beacon Financial Advisory LLC
11,100$760.6K0.1%ETFLowCleveland, OH2026-10-16
Cornerstone Planning Group LLC
10,528$724.8K0.1%ETFMediumFairfield, NJ2026-10-16
Cahaba Wealth Management, Inc.
10,479$718.0K0.0%ETFVery LowAtlanta, GA2026-10-26
NBT Bank, N.A.
10,415$713.7K0.0%CoreLowNorwich, NY2026-10-21
Prospera Financial Services Inc
10,070$686.4K0.0%CoreMediumDallas, TX2026-11-04
Busey Bank
10,026$687.0K0.0%GrowthVery LowUrbana, IL2026-10-26
Northwest Wealth Management, LLC
9,784$670.4K0.1%ETFLowSpencer, IA2026-10-30
Heirloom Wealth Management
9,589$657.0K0.1%GrowthMediumGreenwood Village, CO2026-10-14
Archford Capital Strategies, LLC
9,539$653.6K0.1%GrowthMediumSwansea, IL2026-10-19
Trilogy Capital Inc.
9,499$650.9K0.0%ETFMediumIrvine, CA2026-10-20
New Capital Management LP
9,476$649.3K0.1%ETFVery LowHouston, TX2026-10-29
Procyon Advisors, LLC
9,372$642.1K0.0%CoreVery LowShelton, CT2026-10-21
Fiduciary Financial Group, LLC
9,257$634.3K0.1%ETFLowSan Rafael, CA2026-10-13
Stonebridge Financial Group, LLC
9,108$624.1K0.0%ETFMediumWormleysburg, PA2026-10-01
AdvisorNet Financial, Inc
9,007$615.8K0.0%ETFLowMinnetonka, MN2026-10-15
Nvwm, LLC
8,942$612.7K0.1%GrowthMediumYardley, PA2026-10-14
IMG Wealth Management, Inc.
8,778$601.5K0.3%ETFMediumJacksonville, FL2026-10-27
Quantum Financial Partners LLC
8,762$600.4K0.3%ETFN/AOverland Park, KS2026-10-19
Gallacher Capital Management LLC
8,595$588.9K0.5%ValueMediumLone Tree, CO2026-10-30
Transcendent Capital Group LLC
8,569$587.2K0.2%ETFMediumEdmond, OK2026-10-28
Summit Financial Wealth Advisors, LLC
8,480$581.1K0.1%ETFLowLafayette, LA2026-10-15
Elevation Point Wealth Partners, LLC
8,212$564.1K0.0%CoreHighDenver, CO2026-11-05
OpenArc Corporate Advisory, LLC
8,188$561.0K0.0%GrowthLowAtlanta, GA2026-10-21
Orin Green Financial, LLC
7,957$545.3K0.2%ETFVery LowSan Diego, CA2026-10-19
Somnio Financial Group, LLC
7,867$539.0K0.3%ETFVery LowGlastonbury, CT2026-10-26
Montgomery Financial Services LLC
7,835$536.9K0.4%ETFN/AOcean City, MD2026-11-03
Lanark Financial, Inc.
7,679$526.2K0.0%CoreMediumBirmingham, AL2026-10-26
Oppenheimer & Co Inc
7,465$511.5K0.0%CoreLowNew York, NY2026-10-26
TD Waterhouse Canada Inc.
7,245$496.4K0.0%CoreLowToronto, Australia2026-10-16
Reyes Financial Architecture, Inc.
7,236$495.8K0.3%ETFVery HighSan Diego, CA2026-10-22
Advisortrust Partners, LLC
7,187$492.5K0.2%CoreHighRaleigh, NC2026-11-02
Vertrix Wealth Management, LLC
7,116$487.6K0.2%CoreMediumTroy, MI2026-10-13
Harbor Investment Advisory, LLC
6,971$477.6K0.0%GrowthLowLutherville, MD2026-10-13
Redwood Park Advisors LLC
6,893$472.3K0.3%ETFVery LowRedwood City, CA2026-11-02
Old North State Wealth Management, LLC
6,739$461.9K0.2%ValueMediumWilmington, NC2026-10-22
CX Institutional
6,734$4610.0%CoreMediumAuburn, IN2026-10-02
StoneX Group Inc.
6,712$459.9K0.0%ETFMediumNew York, NY2026-11-03
Signaturefd, LLC
6,706$459.5K0.0%IndexLowAtlanta, GA2026-10-23
CoreCap Advisors, LLC
6,669$457.0K0.0%ETFMediumSouthfield, MI2026-10-08
Clear Point Advisors Inc.
6,619$453.5K0.3%ETFMediumMelville, NY2026-10-30
Saxony Capital Management, LLC
6,538$448.0K0.2%ETFMediumSt. Louis, MO2026-10-15
Mission Wealth Management, LP
6,524$447.0K0.0%ETFLowSanta Barbara, CA2026-10-15
Morton Brown Family Wealth, LLC
6,520$446.8K0.1%ETFVery LowAllentown, PA2026-10-23
Mtco Ltd.
6,470$443.3K0.3%GARPLowNassau, Colombia2026-10-08
Pension & Wealth Management Advisors, Inc.
6,153$421.7K0.1%ETFLowWaltham, MA2026-10-16
Ballast Rock Private Wealth LLC
6,090$417.3K0.2%ETFMediumCharleston, SC2026-10-26
Hubbell Strickland Wealth Management, LLC
6,071$416.0K0.1%ETFVery LowNew Orleans, LA2026-10-29
Clearview Wealth Management LLC
5,993$412.2K0.3%ETFLowIrvine, CA2026-10-16
Buttonwood Financial Group, LLC
5,896$406.9K0.2%ETFMediumKansas City, MO2026-10-16
Cardinal Point Capital Management ULC
5,891$403.7K0.0%ValueLowToronto, Australia2026-10-21
Manchester Financial Inc
5,865$401.9K0.1%ETFMediumWestlake Village, CA2026-10-15
Destiny Wealth Partners, LLC
5,740$391.0K0.0%ETFMediumTavares, FL2026-11-05
GHP Investment Advisors, Inc.
5,738$393.2K0.0%CoreVery LowDenver, CO2026-10-15
Boston Standard Wealth Management, LLC
5,705$390.9K0.1%ETFLowWinchester, MA2026-10-07
Centerline Wealth Advisors, LLC
5,640$386.5K0.1%ETFHighLouisville, KY2026-10-15
Vested Financial Planning, LLC
5,408$370.5K0.3%ETFMediumSan Carlos, CA2026-10-28
Able Financial Group, LLC
5,358$367.1K0.1%ETFLowScottsdale, AZ2026-10-14
Pacific Sage Partners, LLC
5,309$363.8K0.0%ETFLowEdmonds, WA2026-10-21
Alliance Private Wealth, LLC
5,243$359.3K0.1%ETFVery LowNorth Reading, MA2026-10-20
Wealthcare Advisory Partners LLC
5,242$359.2K0.0%ETFLowWest Chester, PA2026-10-21
Altura Wealth Advisors Inc.
5,242$359.2K0.1%GrowthLowSanta Clara, CA2026-10-22
Clear Creek Financial Management, LLC
5,241$359.1K0.0%ETFMediumSilverdale, WA2026-10-28
Pacific Capital Wealth Advisors, Inc.
5,152$353.0K0.1%ETFLowCorona, CA2026-10-22
RDA Financial Network
5,135$351.9K0.1%GrowthMediumAkron, IA2026-10-15
Retireful, LLC
5,124$351.1K0.3%GrowthVery HighHaslett, MI2026-10-09
Approach Retirement Advisors, LLC
5,111$350.2K0.3%ETFLowVestavia, AL2026-10-22
Box Hill Private Wealth LLC
5,087$348.6K0.3%ETFLowScottsdale, AZ2026-10-05
Flynn Zito Capital Management, LLC
5,013$343.5K0.1%ETFLowGarden City, NY2026-11-04
Valpey Financial Services, LLC
4,962$340.0K0.2%ETFVery LowConcord, NH2026-10-30
Halbert Hargrove Global Advisors, LLC
4,898$335.6K0.0%ETFLowLong Beach, CA2026-10-16
Schuylkill Financial LLC
4,891$335.1K0.3%ETFN/AWyomissing, PA2026-10-21
Centennial Advisors, LLC
4,855$332.7K0.4%ETFHighAustin, TX2026-10-21
Aquire Wealth Advisors, LLC
4,631$317.3K0.1%ETFVery LowSalt Lake City, UT2026-10-23
GEN Financial Management, Inc.
4,568$313.0K0.2%ETFLowPlymouth, MN2026-10-13
Retirement Planning Group, LLC
4,541$311.1K0.0%ETFVery LowLeawood, KS2026-10-19
Brighton Jones LLC
4,528$310.3K0.0%CoreVery LowSeattle, WA2026-11-03
Modera Wealth Management, LLC
4,472$306.4K0.0%ETFVery LowWestwood, NJ2026-10-28
Valeo Financial Advisors, LLC
4,429$303.5K0.0%ETFLowCarmel, IN2026-10-08
Focus Financial Network, Inc.
4,403$301.7K0.0%ETFLowMinneapolis, MN2026-10-14
Prime Capital Investment Advisors, LLC
4,321$296.1K0.0%ETFLowOverland Park, KS2026-10-20
CGN Advisors LLC
4,274$292.9K0.0%ETFLowManhattan, KS2026-10-21
Capstone Wealth Management Group, Inc.
4,261$292.0K0.2%GrowthN/ABend, OR2026-10-19
Sowell Financial Services LLC
4,233$290.1K0.0%CoreLowNorth Little Rock, AR2026-10-23
Narwhal Capital Management
4,200$287.8K0.0%CoreLowMarietta, GA2026-11-04
Intelligent Financial Strategies
4,176$286.2K0.1%ETFVery LowExcelsior, MN2026-10-16
Stirlingshire Investments, Inc.
4,144$284.0K0.2%ETFMediumNew York, NY2026-11-05
BridgePort Financial Solutions, LLC
4,110$281.6K0.1%ETFLowFairfield, IA2026-11-02
Private Client Services, LLC
4,048$277.4K0.1%ETFMediumLouisville, KY2026-10-02
XML Financial, LLC
4,000$274.1K0.0%ETFLowBethesda, MD2026-10-29
Onyx Bridge Wealth Group LLC
3,962$271.4K0.0%ETFMediumTarrytown, NY2026-10-16
Crusonia Wealth Advisors LLC
3,940$269.9K0.0%ETFVery LowDenver, CO2026-10-26
Howard Wealth Management, LLC
3,929$269.2K0.1%ETFVery LowMadison, CT2026-10-28
Syverson Strege & Co
3,892$266.7K0.1%ETFVery LowWest Des Moines, IA2026-11-02
Landmark Wealth Management, LLC
3,673$251.7K0.1%ETFVery LowMelville, NY2026-11-03
Fermata Advisors, LLC
3,615$247.7K0.0%ETFLowSonoma, CA2026-10-13
Nova Financial LLC
3,585$245.7K0.1%N/AN/ATucson, AZ2026-11-04
B. Riley Wealth Advisors, Inc.
3,580$245.3K0.0%GrowthLowMemphis, TN2026-10-13
Salus Financial Advisors, LLC
3,550$243.3K0.1%ETFVery LowColorado Springs, CO2026-10-20
Parallel Advisors, LLC
3,548$243.1K0.0%IndexLowSan Francisco, CA2026-11-03
Center for Financial Planning, Inc.
3,537$242.4K0.0%ETFLowSouthfied, MI2026-10-26
PFG Advisors
3,511$240.6K0.0%ETFMediumPhoenix, AZ2026-10-16
Apex Wealth Management, LLC
3,492$239.3K0.1%ETFMediumBedford, NH2026-10-20
Insight Wealth Partners, LLC
3,458$236.9K0.0%ETFLowPlano, TX2026-10-26
Ferguson Wellman Capital Management, Inc
3,434$235.3K0.0%CoreLowPortland, OR2026-10-05
Mosley Wealth Management
3,392$232.9K0.1%ETFHighAnaheim, CA2026-10-16
Stonehearth Capital Management, LLC
3,298$226.0K0.1%ETFMediumDanvers, MA2026-10-13
Compass Ion Advisors, LLC
3,280$224.7K0.0%ETFVery LowConshohocken, PA2026-10-23
Mullooly Asset Management, Inc.
3,261$223.6K0.1%ETFVery LowWall Township, NJ2026-10-30
Philip James Wealth Mangement, LLC
3,147$215.6K0.0%YieldMediumMilton, GA2026-10-27
John W. Brooker & Co., CPAs
3,131$214.6K0.2%ETFMediumOakland, CA2026-10-21
MCF Advisors LLC
3,115$213.4K0.0%ETFLowLexington, KY2026-10-28
4Wealth Advisors, Inc.
3,097$212.9K0.1%ETFMediumBurr Ridge, IL2026-10-13
Park Avenue Securities LLC
3,062$2100.0%ETFMediumNew York, NY2026-10-26
TFB Advisors LLC
3,026$207.3K0.1%ETFLowOverland Park, KS2026-11-02
Ironwood Financial, llc
3,009$206.2K0.0%ETFLowTucson, AZ2026-10-20
Krilogy Financial LLC
3,007$206.7K0.0%GrowthLowSt. Louis, MO2026-10-13
Atria Investments, Inc
2,980$204.2K0.0%CoreMediumCharlotte, NC2026-10-15
PFW Advisors LLC
2,941$201.5K0.1%CoreLowAtlanta, GA2026-10-07
Gilpin Wealth Management, LLC
2,869$196.6K0.1%GrowthLowDenver, CO2026-10-09
Latitude Advisors, LLC
2,724$186.6K0.1%ETFLowYorkville, IL2026-10-27
Cassaday & Co Wealth Management LLC
2,610$178.8K0.0%ETFVery LowMclean, VA2026-10-27
GGM Financial LLC
2,491$170.7K0.1%ETFMediumColumbus, OH2026-11-05
Wolff Wiese Magana LLC
2,183$149.6K0.1%GrowthLowCarslbad, CA2026-10-15
IFP Advisors, Inc
1,890$129.5K0.0%GrowthLowTampa, FL2026-10-16
Cape Investment Advisory, Inc.
1,860$127.5K0.0%ETFLowMcdonough, GA2026-10-13
Elevation Wealth Partners, LLC
1,762$120.7K0.0%ETFLowWalnut Creek, CA2026-10-07
Downshift Financial, LLC
1,754$120.2K0.1%ETFLowBoulder, CO2026-10-13
Spire Wealth Management
1,691$115.9K0.0%GrowthMediumMclean, VA2026-10-30
Bullock Wealth Management Group
1,645$112.8K0.0%GrowthLowBloomington, IN2026-10-09
CKW Financial Group
1,523$1040.0%ETFVery LowHonolulu, HI2026-10-29
Vima LLC
1,517$103.9K0.1%CoreLowTroy, MI2026-10-23
Elevated Capital Advisors, LLC
1,464$100.3K0.0%ETFMediumSandy, UT2026-11-04
Evermay Wealth Management LLC
1,311$89.8K0.0%ETFLowArlington, VA2026-11-05
Mather Group, Llc.
1,305$89.4K0.0%ETFMediumChicago, IL2026-10-14
Kingdom Financial Group Llc.
1,256$86.1K0.0%ETFMediumPeoria, AZ2026-11-04
Lloyd Advisory Services, Llc.
1,161$79.6K0.0%ETFVery HighSuwanee, GA2026-11-02
Asset Dedication, LLC
1,133$77.6K0.0%ETFLowSan Francisco, CA2026-11-03
Creative Capital Management Investments LLC
1,020$69.9K0.0%ETFLowSan Diego, CA2026-10-28
Mascoma Wealth Management LLC
1,002$68.7K0.0%ETFVery LowHanover, NH2026-10-23
Arvest Investments, Inc.
883$60.5K0.0%ETFLowLowell, AR2026-10-21
Bay Harbor Wealth Management, LLC
846$58.0K0.0%ETFMediumHunt Valley, MD2026-11-03
Creative Financial Designs Inc
759$52.0K0.0%ETFMediumKokomo, IN2026-11-04
Capital Investment Advisory Services, LLC
750$51.4K0.0%CoreMediumRaleigh, NC2026-10-30
Ashton Thomas Private Wealth, LLC
651$44.6K0.0%CoreMediumScottsdale, AZ2026-11-03
EverSource Wealth Advisors, LLC
646$44.3K0.0%CoreMediumBirmingham, AL2026-11-04
Oakworth Capital, Inc.
639$43.8K0.0%ETFLowBirmingham, AL2026-10-26
Comprehensive Financial Planning, Inc.
585$40.1K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Concord Wealth Partners
578$39.6K0.0%GrowthLowAbingdon, VA2026-11-02
Arlington Trust Co LLC
573$39.3K0.0%ETFMediumBirmingham, AL2026-10-20
Jnba Financial Advisors
524$35.9K0.0%ETFMediumBloomington, MN2026-11-03
AlphaCore Capital LLC
493$33.8K0.0%ETFLowLa Jolla, CA2026-11-04
Tsfg, LLC
465$320.0%ETFLowLake Forest, IL2026-10-23
Dhjj Financial Advisors, Ltd.
416$28.5K0.0%ETFVery LowNaperville, IL2026-10-23
Midwest Capital Advisors, LLC
400$27.4K0.0%ETFHighGrand Rapids, MI2026-11-04
Signature Equity Partners, LLC
337$23.1K0.0%GrowthMediumColumbus, OH2026-10-29
Abound Wealth Management
250$17.1K0.0%ETFVery LowFranklin, TN2026-10-26
Compass Financial Management LLC
241$16.5K0.0%CoreN/ATampa, FL2026-10-30
Pinnacle Wealth Planning Services, Inc.
240$16.4K0.0%GARPLowMansfield, OH2026-10-27
Archer Investment Corp
215$14.7K0.0%CoreMediumCarmel, IN2026-11-05
Highline Wealth Partners LLC
205$14.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
Strategic Advocates LLC
161$11.0K0.0%GrowthLowSacramento, CA2026-11-03
Lodestone Wealth Management LLC
151$10.4K0.0%CoreLowSpokane, WA2026-10-14
Heritage Family Offices, LLP
125$8.6K0.0%GrowthHighScottsdale, AZ2026-11-02
Sarver Vrooman Wealth Advisors
33$2.3K0.0%ETFMediumKansas City, MO2026-10-01
DecisionPoint Financial, LLC
29$2.0K0.0%ETFVery LowMesa, AZ2026-10-27
Horizon Financial Services, LLC
0$00.0%ETFLowWinston Salem, NC2026-11-04