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Ishares Core 40/60 Moderate (AOM)

CUSIP: 464289875 | NYSE | 826 institutional holders

Quarters

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

Weitzel Financial Services, Inc.323,437
5.3% of portfolio›$15.7M
AJ Advisors, LLC296,525
4.6% of portfolio›$14.5M
Weaver Consulting Group173,018
1.6% of portfolio›$8.4M
Commonwealth Equity Services, LLC145,779
0.0% of portfolio›$7.1M
Cambridge Investment Research Advisors, Inc.122,124
0.0% of portfolio›$6.0K
Royal Fund Management, LLC116,470
0.5% of portfolio›$5.7M
JIM Saulnier & Associates, LLC115,558
2.2% of portfolio›$5.6M
Focus Financial Network, Inc.110,821
0.2% of portfolio›$5.4M
Lodestar Private Asset Management LLC91,770
0.4% of portfolio›$4.5M
Taylor Financial Group, Inc.90,076
2.4% of portfolio›$4.4M
Truist Financial Corp85,952
0.0% of portfolio›$4.2M
Onyx Bridge Wealth Group LLC78,217
0.3% of portfolio›$3.8M
Wealth Enhancement Advisory Services, LLC73,336
0.0% of portfolio›$3.6M
Consilium Wealth Advisory, LLC72,346
1.0% of portfolio›$3.5M
Kestra Advisory Services, LLC69,816
0.0% of portfolio›$3.4M
Brookstone Capital Management68,520
0.0% of portfolio›$3.3M
True Private Wealth Advisors67,833
0.3% of portfolio›$3.3M
Basso Capital Management, L.P.66,833
0.7% of portfolio›$3.3M
VVR Holdings LLC59,393
1.2% of portfolio›$2.9M
Aspiriant, LLC55,535
0.1% of portfolio›$2.7M
Enclave Advisors LLC44,375
0.3% of portfolio›$2.2M
Beacon Financial Advisory LLC43,898
0.4% of portfolio›$2.1M
Wedbush Securities Inc42,540
0.0% of portfolio›$2.1K
Manske Wealth Management41,945
0.5% of portfolio›$2.0M
High Net Worth Advisory Group LLC40,300
0.4% of portfolio›$2.0M
Legacy Wealth Partners, LLC31,757
0.3% of portfolio›$1.5M
Patton Albertson Miller Group, LLC31,143
0.2% of portfolio›$1.5M
Milestone Asset Management, LLC30,192
0.2% of portfolio›$1.5M
LifePlan Financial, LLC30,111
1.0% of portfolio›$1.5M
Strategic Blueprint, LLC26,059
0.1% of portfolio›$1.3M
Redhawk Wealth Advisors, Inc.25,358
0.1% of portfolio›$1.2M
R2 Capital Strategies, LLC25,161
0.5% of portfolio›$1.2M
RDA Financial Network24,320
0.3% of portfolio›$1.2M
Independent Financial Group, LLC23,554
0.0% of portfolio›$1.1M
BridgePort Financial Solutions, LLC23,446
0.3% of portfolio›$1.1M
Fort Henry Capital, LLC23,034
0.6% of portfolio›$1.1M
Avior Wealth Management, LLC21,756
0.0% of portfolio›$1.1M
MCF Advisors LLC20,670
0.0% of portfolio›$1.0M
ARQ Wealth Advisors, LLC20,663
0.1% of portfolio›$1.0M
Investment Partners, Ltd.20,625
0.2% of portfolio›$1.0M
CGN Advisors LLC19,439
0.1% of portfolio›$947.5K
Thrive Capital Management, LLC18,897
0.2% of portfolio›$921.0K
Beacon Investment Advisory Services, Inc.18,819
0.0% of portfolio›$917.2K
Gilpin Wealth Management, LLC17,497
0.6% of portfolio›$852.8K
Marino, Stram & Associates LLC17,490
0.1% of portfolio›$852.5K
Axxcess Wealth Management, LLC16,990
0.0% of portfolio›$828.1K
Unique Wealth, LLC15,237
0.1% of portfolio›$742.7K
Pinnacle Wealth Planning Services, Inc.15,000
0.1% of portfolio›$731.1K
Visionary Wealth Advisors14,655
0.0% of portfolio›$714.3K
HUB Investment Partners, LLC13,946
0.0% of portfolio›$679.7K
Cornerstone Planning Group LLC13,636
0.1% of portfolio›$665.7K
Concurrent Investment Advisors, LLC13,503
0.0% of portfolio›$658.1K
Retireful, LLC13,408
0.6% of portfolio›$653.5K
SteelPeak Wealth, LLC12,547
0.0% of portfolio›$611.6K
WestEnd Advisors, LLC12,302
0.0% of portfolio›$599.6K
Armstrong, Fleming & Moore, Inc12,121
0.2% of portfolio›$590.8K
MPS Loria Financial Planners, LLC11,989
0.1% of portfolio›$584.4K
StoneX Group Inc.11,960
0.0% of portfolio›$586.1K
Wealth Forward, LLC11,747
0.3% of portfolio›$572.5K
Ascent Group, LLC11,287
0.0% of portfolio›$550.1K
Sigma Planning Corp11,122
0.0% of portfolio›$542.1K
Laurel OAK Wealth Management, LLC10,966
0.1% of portfolio›$534.5K
Wealthcare Advisory Partners LLC10,195
0.0% of portfolio›$496.9K
Moss Adams Wealth Advisors LLC9,592
0.0% of portfolio›$467.5K
Heirloom Wealth Management9,378
0.1% of portfolio›$457.1K
SimpliFi, Inc.9,203
0.2% of portfolio›$448.6K
First Heartland Consultants, Inc.8,936
0.0% of portfolio›$435.5K
RTD Financial Advisors, Inc.8,381
0.0% of portfolio›$408.5K
Bay Harbor Wealth Management, LLC8,276
0.1% of portfolio›$403.4K
Tempus Wealth Planning, LLC7,612
0.1% of portfolio›$371.0K
RFG Advisory, LLC7,501
0.0% of portfolio›$365.6K
PFG Advisors7,493
0.0% of portfolio›$365.2K
Xena Financial Planning, LLC6,960
0.3% of portfolio›$339.2K
Sagespring Wealth Partners, LLC6,895
0.0% of portfolio›$336.1K
Gallacher Capital Management LLC6,674
0.3% of portfolio›$325.3K
Archford Capital Strategies, LLC6,619
0.0% of portfolio›$322.6K
Lido Advisors, LLC6,615
0.0% of portfolio›$322.4K
Clear Creek Financial Management, LLC6,478
0.0% of portfolio›$315.8K
Assetmark, Inc6,451
0.0% of portfolio›$314.4K
Claro Advisors Inc.6,450
0.0% of portfolio›$314.4K
GHP Investment Advisors, Inc.6,429
0.0% of portfolio›$313.4K
Provenance Wealth Advisors, LLC6,348
0.0% of portfolio›$309.4K
Worth Financial Advisory Group, LLC6,337
0.1% of portfolio›$308.9K
Diversify Advisory Services, LLC6,271
0.0% of portfolio›$306.3K
Diversify Wealth Management, LLC6,271
0.0% of portfolio›$306.3K
Creative Planning6,023
0.0% of portfolio›$293.6K
Syverson Strege & Co5,891
0.1% of portfolio›$287.1K
MKD Wealth Coaches, LLC5,740
0.2% of portfolio›$279.8K
Aprio Wealth Management, LLC5,700
0.0% of portfolio›$277.8K
Fiduciary Financial Group, LLC5,468
0.0% of portfolio›$266.5K
Sherman Wealth Management LLC5,376
0.2% of portfolio›$262.0K
RAM Investment Partners, LLC5,205
0.0% of portfolio›$253.7K
National Wealth Management Group, LLC4,949
0.1% of portfolio›$241.2K
McKinley Carter Wealth Services, Inc.4,938
0.0% of portfolio›$240.7K
Mosley Wealth Management4,811
0.1% of portfolio›$235.0K
Madrid Financial Services4,758
0.1% of portfolio›$231.9K
Mayfair Advisory Group, LLC4,670
0.1% of portfolio›$227.6K
Plan Group Financial, LLC4,660
0.0% of portfolio›$227.1K
Dynamic Advisor Solutions LLC4,653
0.0% of portfolio›$226.8K
Lebenthal Global Advisors, LLC4,561
0.0% of portfolio›$222.3K
Cardinal Point Capital Management ULC4,450
0.0% of portfolio›$216.9K
Aquire Wealth Advisors, LLC4,443
0.0% of portfolio›$216.6K
Twelve Points Wealth Management LLC4,360
0.0% of portfolio›$212.5K
Thurston, Springer, Miller, Herd & Titak, Inc.4,251
0.3% of portfolio›$207.2K
BOS Asset Management, LLC4,116
0.0% of portfolio›$200.6K
Farther Finance Advisors, LLC3,856
0.0% of portfolio›$187.9K
Proathlete Wealth Management LLC3,774
0.0% of portfolio›$183.9K
Schuylkill Financial LLC3,443
0.2% of portfolio›$167.8K
Blue Trust, Inc.3,379
0.0% of portfolio›$164.7K
JFS Wealth Advisors, LLC3,149
0.0% of portfolio›$153.5K
Root Financial Partners, LLC2,925
0.0% of portfolio›$142.6K
CoreCap Advisors, LLC2,923
0.0% of portfolio›$142.5K
Montgomery Financial Services LLC2,833
0.1% of portfolio›$138.1K
Lanark Financial, Inc.2,580
0.0% of portfolio›$125.7K
Evolution Wealth Management Inc.2,412
0.1% of portfolio›$117.6K
Parallel Advisors, LLC2,071
0.0% of portfolio›$100.9K
Salomon & Ludwin, LLC1,738
0.0% of portfolio›$84.7K
Harbor Investment Advisory, LLC1,709
0.0% of portfolio›$83.3K
Capital Investment Advisory Services, LLC1,652
0.0% of portfolio›$80.5K
Pacific Center for Financial Services1,617
0.0% of portfolio›$78.8K
Jnba Financial Advisors1,383
0.0% of portfolio›$67.4K
TD Waterhouse Canada Inc.1,299
0.0% of portfolio›$63.4K
Comprehensive Financial Planning, Inc.1,134
0.0% of portfolio›$55.3K
GGM Financial LLC807
0.0% of portfolio›$39.3K
Ascentis Independent Advisors783
0.0% of portfolio›$38.2K
Lloyd Advisory Services, Llc.722
0.0% of portfolio›$35.2K
Wolff Wiese Magana LLC639
0.0% of portfolio›$31.1K
Archer Investment Corp525
0.0% of portfolio›$25.6K
SBK Financial, Inc.518
0.0% of portfolio›$25.2K
United Community Bank500
0.0% of portfolio›$24.4K
Lodestone Wealth Management LLC486
0.0% of portfolio›$23.7K
Elevation Wealth Partners, LLC449
0.0% of portfolio›$21.9K
Cape Investment Advisory, Inc.410
0.0% of portfolio›$20.0K
Elevated Capital Advisors, LLC369
0.0% of portfolio›$18.0K
Ashton Thomas Private Wealth, LLC367
0.0% of portfolio›$17.9K
Compass Financial Management LLC362
0.0% of portfolio›$17.6K
IFP Advisors, Inc261
0.0% of portfolio›$12.7K
American Capital Advisory, LLC135
0.0% of portfolio›$6.6K
Mather Group, Llc.132
0.0% of portfolio›$6.5K
Mascoma Wealth Management LLC122
0.0% of portfolio›$5.9K
Private Trust Co NA85
0.0% of portfolio›$4.1K
McCarley & Cook Financial Planners82
0.0% of portfolio›$4.0K
Halbert Hargrove Global Advisors, LLC71
0.0% of portfolio›$3.5K
Heritage Family Offices, LLP42
0.0% of portfolio›$2.0K
EverSource Wealth Advisors, LLC30
0.0% of portfolio›$1.5K
StyleTurnoverLocationFiled
Weitzel Financial Services, Inc.
323,437$15.7M5.3%ETFVery LowDubuque, IA2026-10-16
AJ Advisors, LLC
296,525$14.5M4.6%ETFVery LowNashville, TN2026-10-29
Weaver Consulting Group
173,018$8.4M1.6%ETFLowHuntington Beach, CA2026-10-07
Commonwealth Equity Services, LLC
145,779$7.1M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
122,124$6.0K0.0%ETFLowFairfield, IA2026-11-02
Royal Fund Management, LLC
116,470$5.7M0.5%GrowthMediumLady Lake, FL2026-10-22
JIM Saulnier & Associates, LLC
115,558$5.6M2.2%ETFLowFort Collins, CO2026-11-04
Focus Financial Network, Inc.
110,821$5.4M0.2%ETFLowMinneapolis, MN2026-10-14
Lodestar Private Asset Management LLC
91,770$4.5M0.4%ETFLowAlamo, CA2026-10-26
Taylor Financial Group, Inc.
90,076$4.4M2.4%CoreVery LowRoanoke, VA2026-11-02
Truist Financial Corp
85,952$4.2M0.0%CoreLowCharlotte, NC2026-10-30
Onyx Bridge Wealth Group LLC
78,217$3.8M0.3%ETFMediumTarrytown, NY2026-10-16
Wealth Enhancement Advisory Services, LLC
73,336$3.6M0.0%CoreLowPlymouth, MN2026-10-13
Consilium Wealth Advisory, LLC
72,346$3.5M1.0%GrowthLowFrisco, TX2026-10-14
Kestra Advisory Services, LLC
69,816$3.4M0.0%CoreLowAustin, TX2026-11-02
Brookstone Capital Management
68,520$3.3M0.0%ETFMediumWheaton, IL2026-10-22
True Private Wealth Advisors
67,833$3.3M0.3%ETFMediumSalem, OR2026-10-19
Basso Capital Management, L.P.
66,833$3.3M0.7%ETFMediumStamford, CT2026-10-30
VVR Holdings LLC
59,393$2.9M1.2%ETFMediumBellingham, WA2026-10-19
Aspiriant, LLC
55,535$2.7M0.1%ETFVery LowLos Angeles, CA2026-10-16
Enclave Advisors LLC
44,375$2.2M0.3%ETFMediumAustin, TX2026-10-14
Beacon Financial Advisory LLC
43,898$2.1M0.4%ETFLowCleveland, OH2026-10-16
Wedbush Securities Inc
42,540$2.1K0.0%CoreLowPasadena, CA2026-10-22
Manske Wealth Management
41,945$2.0M0.5%ValueVery LowHouston, TX2026-10-26
High Net Worth Advisory Group LLC
40,300$2.0M0.4%ETFVery LowNaples, FL2026-10-26
Legacy Wealth Partners, LLC
31,757$1.5M0.3%ETFHighLakewood, CO2026-10-15
Patton Albertson Miller Group, LLC
31,143$1.5M0.2%CoreLowChattanooga, TN2026-10-26
Milestone Asset Management, LLC
30,192$1.5M0.2%GrowthHighPittsburgh, PA2026-10-15
LifePlan Financial, LLC
30,111$1.5M1.0%CoreLowMankato, MN2026-10-13
Strategic Blueprint, LLC
26,059$1.3M0.1%ETFLowAtlanta, GA2026-10-22
Redhawk Wealth Advisors, Inc.
25,358$1.2M0.1%ETFHighMinneapolis, MN2026-10-14
R2 Capital Strategies, LLC
25,161$1.2M0.5%ETFN/ALincoln, NE2026-10-15
RDA Financial Network
24,320$1.2M0.3%GrowthMediumAkron, IA2026-10-15
Independent Financial Group, LLC
23,554$1.1M0.0%GrowthLowSan Diego, CA2026-10-13
BridgePort Financial Solutions, LLC
23,446$1.1M0.3%ETFLowFairfield, IA2026-11-02
Fort Henry Capital, LLC
23,034$1.1M0.6%ETFVery LowWheeling, WV2026-10-22
Avior Wealth Management, LLC
21,756$1.1M0.0%ETFMediumOmaha, NE2026-10-13
MCF Advisors LLC
20,670$1.0M0.0%ETFLowLexington, KY2026-10-28
ARQ Wealth Advisors, LLC
20,663$1.0M0.1%ETFLowScottsdale, AZ2026-10-29
Investment Partners, Ltd.
20,625$1.0M0.2%ETFVery LowNew Philadelphia, OH2026-10-29
CGN Advisors LLC
19,439$947.5K0.1%ETFLowManhattan, KS2026-10-21
Thrive Capital Management, LLC
18,897$921.0K0.2%CoreMediumFort Washington, PA2026-10-28
Beacon Investment Advisory Services, Inc.
18,819$917.2K0.0%GrowthLowMorristown, NJ2026-10-13
Gilpin Wealth Management, LLC
17,497$852.8K0.6%GrowthLowDenver, CO2026-10-09
Marino, Stram & Associates LLC
17,490$852.5K0.1%ETFVery LowBraintree, MA2026-10-22
Axxcess Wealth Management, LLC
16,990$828.1K0.0%CoreLowCarlsbad, CA2026-10-21
Unique Wealth, LLC
15,237$742.7K0.1%ETFMediumTampa, FL2026-10-16
Pinnacle Wealth Planning Services, Inc.
15,000$731.1K0.1%GARPLowMansfield, OH2026-10-27
Visionary Wealth Advisors
14,655$714.3K0.0%ETFLowO'Fallon, IL2026-11-04
HUB Investment Partners, LLC
13,946$679.7K0.0%GrowthLowAustin, TX2026-11-03
Cornerstone Planning Group LLC
13,636$665.7K0.1%ETFMediumFairfield, NJ2026-10-16
Concurrent Investment Advisors, LLC
13,503$658.1K0.0%GrowthMediumTampa, FL2026-10-16
Retireful, LLC
13,408$653.5K0.6%GrowthVery HighHaslett, MI2026-10-09
SteelPeak Wealth, LLC
12,547$611.6K0.0%GrowthHighWoodland Hills, CA2026-10-16
WestEnd Advisors, LLC
12,302$599.6K0.0%ETFMediumCharlotte, NC2026-10-27
Armstrong, Fleming & Moore, Inc
12,121$590.8K0.2%GrowthVery LowWashington, DC2026-10-28
MPS Loria Financial Planners, LLC
11,989$584.4K0.1%ETFVery LowBurr Ridge, IL2026-10-14
StoneX Group Inc.
11,960$586.1K0.0%ETFMediumNew York, NY2026-11-03
Wealth Forward, LLC
11,747$572.5K0.3%ETFMediumFargo, ND2026-10-14
Ascent Group, LLC
11,287$550.1K0.0%CoreLowVirginia Beach, VA2026-10-30
Sigma Planning Corp
11,122$542.1K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Laurel OAK Wealth Management, LLC
10,966$534.5K0.1%GrowthLowMarlton, NJ2026-10-19
Wealthcare Advisory Partners LLC
10,195$496.9K0.0%ETFLowWest Chester, PA2026-10-21
Moss Adams Wealth Advisors LLC
9,592$467.5K0.0%ETFLowSeattle, WA2026-10-28
Heirloom Wealth Management
9,378$457.1K0.1%GrowthMediumGreenwood Village, CO2026-10-14
SimpliFi, Inc.
9,203$448.6K0.2%ETFMediumSan Diego, CA2026-10-28
First Heartland Consultants, Inc.
8,936$435.5K0.0%ETFMediumLake St. Louis, MO2026-10-08
RTD Financial Advisors, Inc.
8,381$408.5K0.0%ETFLowPhiladelphia, PA2026-10-09
Bay Harbor Wealth Management, LLC
8,276$403.4K0.1%ETFMediumHunt Valley, MD2026-11-03
Tempus Wealth Planning, LLC
7,612$371.0K0.1%ETFMediumIrvine, CA2026-10-14
RFG Advisory, LLC
7,501$365.6K0.0%ETFMediumBirmingham, AL2026-11-03
PFG Advisors
7,493$365.2K0.0%ETFMediumPhoenix, AZ2026-10-16
Xena Financial Planning, LLC
6,960$339.2K0.3%ETFVery LowPortland, OR2026-10-13
Sagespring Wealth Partners, LLC
6,895$336.1K0.0%ETFLowFranklin, TN2026-10-22
Gallacher Capital Management LLC
6,674$325.3K0.3%ValueMediumLone Tree, CO2026-10-30
Archford Capital Strategies, LLC
6,619$322.6K0.0%GrowthMediumSwansea, IL2026-10-19
Lido Advisors, LLC
6,615$322.4K0.0%GrowthLowLos Angeles, CA2026-11-04
Clear Creek Financial Management, LLC
6,478$315.8K0.0%ETFMediumSilverdale, WA2026-10-28
Assetmark, Inc
6,451$314.4K0.0%ETFLowConcord, CA2026-10-21
Claro Advisors Inc.
6,450$314.4K0.0%CoreLowBoston, MA2026-11-02
GHP Investment Advisors, Inc.
6,429$313.4K0.0%CoreVery LowDenver, CO2026-10-15
Provenance Wealth Advisors, LLC
6,348$309.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Worth Financial Advisory Group, LLC
6,337$308.9K0.1%GrowthVery LowCharlotte, NC2026-10-19
Diversify Advisory Services, LLC
6,271$306.3K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
6,271$306.3K0.0%GrowthMediumSandy, UT2026-10-20
Creative Planning
6,023$293.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Syverson Strege & Co
5,891$287.1K0.1%ETFVery LowWest Des Moines, IA2026-11-02
MKD Wealth Coaches, LLC
5,740$279.8K0.2%ETFVery LowTroy, MI2026-10-09
Aprio Wealth Management, LLC
5,700$277.8K0.0%ETFMediumAtlanta, GA2026-10-28
Fiduciary Financial Group, LLC
5,468$266.5K0.0%ETFLowSan Rafael, CA2026-10-13
Sherman Wealth Management LLC
5,376$262.0K0.2%ETFLowGaithersburg, MD2026-10-16
RAM Investment Partners, LLC
5,205$253.7K0.0%ETFLowBellevue, WA2026-10-21
National Wealth Management Group, LLC
4,949$241.2K0.1%ETFMediumCincinnati, OH2026-10-26
McKinley Carter Wealth Services, Inc.
4,938$240.7K0.0%ETFMediumWheeling, WV2026-10-16
Mosley Wealth Management
4,811$235.0K0.1%ETFHighAnaheim, CA2026-10-16
Madrid Financial Services
4,758$231.9K0.1%ETFHighManhattan Beach, CA2026-11-03
Mayfair Advisory Group, LLC
4,670$227.6K0.1%ETFLowBirmingham, AL2026-10-20
Plan Group Financial, LLC
4,660$227.1K0.0%ETFMediumOklahoma City, OK2026-10-22
Dynamic Advisor Solutions LLC
4,653$226.8K0.0%ETFLowPhoenix, AZ2026-10-13
Lebenthal Global Advisors, LLC
4,561$222.3K0.0%ETFMediumHauppauge, NY2026-10-28
Cardinal Point Capital Management ULC
4,450$216.9K0.0%ValueLowToronto, Australia2026-10-21
Aquire Wealth Advisors, LLC
4,443$216.6K0.0%ETFVery LowSalt Lake City, UT2026-10-23
Twelve Points Wealth Management LLC
4,360$212.5K0.0%ETFMediumConcord, MA2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
4,251$207.2K0.3%GrowthMediumIndianapolis, IN2026-10-14
BOS Asset Management, LLC
4,116$200.6K0.0%ETFLowSpringfield, IL2026-10-09
Farther Finance Advisors, LLC
3,856$187.9K0.0%IndexLowSan Francisco, CA2026-10-08
Proathlete Wealth Management LLC
3,774$183.9K0.0%ETFVery LowBoca Raton, FL2026-10-15
Schuylkill Financial LLC
3,443$167.8K0.2%ETFN/AWyomissing, PA2026-10-21
Blue Trust, Inc.
3,379$164.7K0.0%ETFLowBrentwood, TN2026-10-15
JFS Wealth Advisors, LLC
3,149$153.5K0.0%ETFVery LowHermitage, PA2026-11-03
Root Financial Partners, LLC
2,925$142.6K0.0%ETFMediumEncinitas, CA2026-10-21
CoreCap Advisors, LLC
2,923$142.5K0.0%ETFMediumSouthfield, MI2026-10-08
Montgomery Financial Services LLC
2,833$138.1K0.1%ETFN/AOcean City, MD2026-11-03
Lanark Financial, Inc.
2,580$125.7K0.0%CoreMediumBirmingham, AL2026-10-26
Evolution Wealth Management Inc.
2,412$117.6K0.1%ETFMediumFort Myers, FL2026-10-28
Parallel Advisors, LLC
2,071$100.9K0.0%IndexLowSan Francisco, CA2026-11-03
Salomon & Ludwin, LLC
1,738$84.7K0.0%ETFVery LowRichmond, VA2026-10-29
Harbor Investment Advisory, LLC
1,709$83.3K0.0%GrowthLowLutherville, MD2026-10-13
Capital Investment Advisory Services, LLC
1,652$80.5K0.0%CoreMediumRaleigh, NC2026-10-30
Pacific Center for Financial Services
1,617$78.8K0.0%ETFMediumDanville, CA2026-10-15
Jnba Financial Advisors
1,383$67.4K0.0%ETFMediumBloomington, MN2026-11-03
TD Waterhouse Canada Inc.
1,299$63.4K0.0%CoreLowToronto, Australia2026-10-16
Comprehensive Financial Planning, Inc.
1,134$55.3K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
GGM Financial LLC
807$39.3K0.0%ETFMediumColumbus, OH2026-11-05
Ascentis Independent Advisors
783$38.2K0.0%ETFLowDallas, TX2026-11-03
Lloyd Advisory Services, Llc.
722$35.2K0.0%ETFVery HighSuwanee, GA2026-11-02
Wolff Wiese Magana LLC
639$31.1K0.0%GrowthLowCarslbad, CA2026-10-15
Archer Investment Corp
525$25.6K0.0%CoreMediumCarmel, IN2026-11-05
SBK Financial, Inc.
518$25.2K0.0%N/AN/ARichmond, VA2026-11-02
United Community Bank
500$24.4K0.0%CoreLowGreenville, SC2026-10-28
Lodestone Wealth Management LLC
486$23.7K0.0%CoreLowSpokane, WA2026-10-14
Elevation Wealth Partners, LLC
449$21.9K0.0%ETFLowWalnut Creek, CA2026-10-07
Cape Investment Advisory, Inc.
410$20.0K0.0%ETFLowMcdonough, GA2026-10-13
Elevated Capital Advisors, LLC
369$18.0K0.0%ETFMediumSandy, UT2026-11-04
Ashton Thomas Private Wealth, LLC
367$17.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Compass Financial Management LLC
362$17.6K0.0%CoreN/ATampa, FL2026-10-30
IFP Advisors, Inc
261$12.7K0.0%GrowthLowTampa, FL2026-10-16
American Capital Advisory, LLC
135$6.6K0.0%ETFLowKetchum, ID2026-10-28
Mather Group, Llc.
132$6.5K0.0%ETFMediumChicago, IL2026-10-14
Mascoma Wealth Management LLC
122$5.9K0.0%ETFVery LowHanover, NH2026-10-23
Private Trust Co NA
85$4.1K0.0%CoreLowCleveland, OH2026-10-20
McCarley & Cook Financial Planners
82$4.0K0.0%ETFLowCincinnati, OH2026-10-21
Halbert Hargrove Global Advisors, LLC
71$3.5K0.0%ETFLowLong Beach, CA2026-10-16
Heritage Family Offices, LLP
42$2.0K0.0%GrowthHighScottsdale, AZ2026-11-02
EverSource Wealth Advisors, LLC
30$1.5K0.0%CoreMediumBirmingham, AL2026-11-04