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Ishares Floating Rate Bond E (FLOT)

CUSIP: 46429B655 | NYSE | 2071 institutional holders

Quarters

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

New York Life Investment Management LLC3,564,783
1.3% of portfolio›$182.0M
Glenview Trust Co3,253,697
2.2% of portfolio›$166.1M
Hartline Investment Corp/1,692,981
8.9% of portfolio›$86.4M
Davenport & Co LLC1,481,508
0.4% of portfolio›$75.6M
Assetmark, Inc1,073,372
0.1% of portfolio›$54.8M
Truist Financial Corp1,004,258
0.1% of portfolio›$51.3M
Demars Financial Group, LLC877,644
11.7% of portfolio›$44.8M
Cambridge Investment Research Advisors, Inc.875,969
0.0% of portfolio›$44.7K
Walker Financial Services, Inc.809,153
12.1% of portfolio›$41.3M
Barings LLC780,000
0.7% of portfolio›$39.8M
RMG Wealth Management LLC758,487
4.0% of portfolio›$38.7M
LJI Wealth Management, LLC716,747
5.1% of portfolio›$36.6M
Alpine Bank Wealth Management684,450
4.5% of portfolio›$34.9M
Verdence Capital Advisors LLC682,969
1.5% of portfolio›$34.9M
Commonwealth Equity Services, LLC652,806
0.0% of portfolio›$33.3M
Summit Investment Advisors, Inc.\KS558,608
12.9% of portfolio›$28.5M
Towercrest Capital Management555,868
4.1% of portfolio›$28.4M
Occidental Asset Management, LLC540,134
2.4% of portfolio›$27.6M
LaFleur & Godfrey LLC489,894
3.0% of portfolio›$25.0M
International City Management Association Retirement Corp451,597
5.2% of portfolio›$23.1M
Diversified Portfolios, Inc.450,313
1.6% of portfolio›$23.0M
Willis Johnson Wealth, Inc.436,166
1.2% of portfolio›$22.3M
Ddfg, Inc429,678
4.3% of portfolio›$21.9M
Avior Wealth Management, LLC404,538
0.5% of portfolio›$20.7M
Turning Point Benefit Group, Inc.386,214
8.0% of portfolio›$19.6M
TriaGen Wealth Management LLC372,560
4.6% of portfolio›$19.0M
Sigma Planning Corp321,834
0.4% of portfolio›$16.4M
Modera Wealth Management, LLC313,910
0.2% of portfolio›$16.0M
Hohimer Wealth Management, LLC308,978
1.5% of portfolio›$15.8M
RFG Advisory, LLC302,911
0.2% of portfolio›$15.5M
Alliance Wealth Management Group279,342
2.9% of portfolio›$14.3M
Kestra Advisory Services, LLC277,852
0.0% of portfolio›$14.2M
WJ Wealth Management, LLC276,899
5.8% of portfolio›$14.1M
PFG Private Wealth Management, LLC276,349
6.0% of portfolio›$14.1M
Crestwood Advisors Group, LLC271,249
0.2% of portfolio›$13.8M
Mader & Shannon Wealth Management, Inc.270,581
5.7% of portfolio›$13.8M
Financial Advisory Partners, LLC262,408
3.6% of portfolio›$13.4M
Investment Planning Advisors, Inc.257,539
3.0% of portfolio›$13.1M
Parsons Capital Management Inc242,827
0.5% of portfolio›$12.4M
Shira Ridge Wealth Management234,159
4.2% of portfolio›$12.0M
Vertrix Wealth Management, LLC233,220
4.1% of portfolio›$11.9M
Hoge Financial Services, LLC223,914
5.4% of portfolio›$11.4M
Chesley Taft & Associates LLC210,870
0.4% of portfolio›$10.8M
James Investment Research, Inc.207,783
1.1% of portfolio›$10.6M
Rezny Wealth Management, Inc.205,747
1.8% of portfolio›$10.5M
Single Point Partners, LLC205,486
1.9% of portfolio›$10.5M
Compass Financial Group, Inc. (Ohio)197,909
6.7% of portfolio›$10.1M
Moulton Wealth Management, Inc195,419
6.7% of portfolio›$9.9M
SAX Wealth Advisors, LLC194,711
0.3% of portfolio›$9.9M
Perennial Advisors, LLC189,074
1.4% of portfolio›$9.7M
Wealthcare Advisory Partners LLC184,577
0.2% of portfolio›$9.4M
Orange Investment Advisors, Inc.177,284
1.1% of portfolio›$9.1M
Windsor Capital Management, LLC176,885
2.3% of portfolio›$9.0M
FC Advisory LLC176,878
2.4% of portfolio›$9.0M
Elevatus Welath Management173,882
2.1% of portfolio›$8.9M
Ifrah Financial Services, Inc.172,636
2.2% of portfolio›$8.8M
Monetary Solutions, Ltd163,320
7.1% of portfolio›$8.3M
Penobscot Investment Management Company, Inc.157,134
0.6% of portfolio›$8.0M
Forbes Financial Planning, Inc.156,112
4.4% of portfolio›$8.0M
Grey Ledge Advisors, LLC155,695
1.6% of portfolio›$7.9M
Courier Capital LLC155,426
0.4% of portfolio›$7.9M
Bailard, Inc.150,524
0.2% of portfolio›$7.7M
Impact Capital Partners LLC149,934
2.1% of portfolio›$7.7M
R2 Capital Strategies, LLC149,814
3.2% of portfolio›$7.6M
Probity Advisors, Inc.146,676
1.1% of portfolio›$7.5M
Independent Solutions Wealth Management, LLC146,023
0.9% of portfolio›$7.5M
Principal Financial Group Inc142,546
0.0% of portfolio›$7.3M
Cornerstone Wealth Management, LLC141,547
0.3% of portfolio›$7.2M
B.A. Schrock Wealth Management, Inc.141,194
2.6% of portfolio›$7.2M
KW Wealth Management LLC139,734
5.5% of portfolio›$7.1M
Oppenheimer & Co Inc136,225
0.1% of portfolio›$7.0M
Beirne Wealth Consulting Services, LLC133,152
1.3% of portfolio›$6.8M
Brookstone Capital Management133,065
0.1% of portfolio›$6.8M
Clear Creek Financial Management, LLC128,080
0.5% of portfolio›$6.5M
Nilsine Partners, LLC121,103
0.4% of portfolio›$6.2M
International Assets Investment Management, LLC118,401
0.4% of portfolio›$6.0M
Integrated Advisors Network LLC113,452
0.3% of portfolio›$5.8M
Castle Rock Wealth Management, LLC111,857
1.1% of portfolio›$5.7M
Indivisible Partners111,779
0.3% of portfolio›$5.7M
Innealta Capital, LLC110,826
3.1% of portfolio›$5.7M
Powers Advisory Group, LLC110,436
1.7% of portfolio›$5.6M
Mowery & Schoenfeld Wealth Management, LLC110,004
6.3% of portfolio›$5.6M
Monument Capital Management106,800
1.1% of portfolio›$5.5M
Ocean Park Asset Management, LLC104,600
0.3% of portfolio›$5.3M
Creative Planning101,696
0.0% of portfolio›$5.2M
Farther Finance Advisors, LLC101,414
0.0% of portfolio›$5.2M
Lake Hills Wealth Management, LLC99,731
2.3% of portfolio›$5.1M
Farmers & Merchants Trust Co of Chambersburg PA98,259
0.0% of portfolio›$5.0K
Schear Investment Advisers, LLC97,820
0.6% of portfolio›$5.0M
Tempo Wealth, LLC97,820
0.6% of portfolio›$5.0M
Baring Financial LLC96,495
2.6% of portfolio›$4.9M
Weaver Consulting Group94,788
0.9% of portfolio›$4.8M
Riggs Asset Managment Co. Inc.91,050
0.9% of portfolio›$4.6M
WealthTrust Asset Management, LLC89,585
2.5% of portfolio›$4.6M
Virtus Family Office LLC89,468
3.5% of portfolio›$4.6M
Insight Wealth Strategies, LLC88,899
0.4% of portfolio›$4.5M
Friedenthal Financial88,894
2.0% of portfolio›$4.5M
StoneX Group Inc.87,383
0.2% of portfolio›$4.5M
RDA Financial Network85,820
1.0% of portfolio›$4.4M
Sowell Financial Services LLC83,043
0.1% of portfolio›$4.2M
Weitzel Financial Services, Inc.81,956
1.4% of portfolio›$4.2M
ETF Store, Inc.81,386
3.4% of portfolio›$4.2M
MGO One Seven LLC80,081
0.1% of portfolio›$4.1M
Beacon Financial Group79,501
0.4% of portfolio›$4.1M
XY Planning Network, Inc.78,425
0.4% of portfolio›$4.0M
AlphaStar Capital Management, LLC78,368
0.2% of portfolio›$4.0M
Asset One Wealth Management LLC77,897
0.3% of portfolio›$4.0M
D.A. Davidson & Co.76,381
0.0% of portfolio›$3.9M
Wealth Enhancement Advisory Services, LLC75,900
0.0% of portfolio›$3.3M
Lynx Capital Group LTD75,232
1.5% of portfolio›$3.8M
Elmwood Wealth Management, Inc.73,777
0.9% of portfolio›$3.8M
Thryve Wealth Management LLC73,521
2.1% of portfolio›$3.8M
Beese Fulmer Investment Management, Inc.72,809
0.2% of portfolio›$3.7M
EverSource Wealth Advisors, LLC72,642
0.1% of portfolio›$3.7M
Atria Investments, Inc71,248
0.0% of portfolio›$3.6M
Concurrent Investment Advisors, LLC70,468
0.0% of portfolio›$3.6M
PFG Advisors68,885
0.2% of portfolio›$3.5M
Princeton Global Asset Management LLC67,234
0.5% of portfolio›$3.4M
Sidoxia Capital Management, LLC66,860
2.4% of portfolio›$3.4M
Collaborative Fund Advisors, LLC64,349
1.8% of portfolio›$3.3M
Ascentis Independent Advisors64,061
0.2% of portfolio›$3.3M
Capital Asset Advisory Services LLC63,512
0.1% of portfolio›$3.2M
Buska Wealth Management, LLC63,258
1.1% of portfolio›$3.2M
Advisory Solutions Group, LLC62,949
0.7% of portfolio›$3.2M
Kestra Private Wealth Services, LLC60,593
0.0% of portfolio›$3.1M
Arvest Investments, Inc.59,538
0.4% of portfolio›$3.0M
Fifth Third Securities, Inc.58,055
0.1% of portfolio›$3.0M
Hardworking Capital Advisors, LLC55,817
2.4% of portfolio›$2.8M
AdvisorNet Financial, Inc54,411
0.1% of portfolio›$2.8M
Kingswood Wealth Advisors, LLC53,497
0.1% of portfolio›$2.7M
Glass Jacobson Investment Advisors llc53,150
0.8% of portfolio›$2.7M
Destiny Wealth Partners, LLC51,494
0.3% of portfolio›$2.6M
Gerber Kawasaki Wealth & Investment Management49,554
0.1% of portfolio›$2.5M
Blue Capital, Inc.49,236
1.6% of portfolio›$2.5M
Chatham Capital Group, Inc.48,560
0.3% of portfolio›$2.5M
Integrity Advisory Solutions, LLC44,064
0.2% of portfolio›$2.2M
Blue Fin Capital, Inc.43,822
0.3% of portfolio›$2.2M
Bright Futures Wealth Management, Llc.43,592
1.5% of portfolio›$2.2M
Well Done, LLC43,273
0.3% of portfolio›$2.2M
Savior LLC43,025
6.1% of portfolio›$2.2M
Independent Financial Group, LLC42,878
0.0% of portfolio›$2.2M
NTV Asset Management LLC42,501
0.2% of portfolio›$2.2M
Quantum Financial Partners LLC42,230
1.1% of portfolio›$2.2M
Greenup Street Wealth Management LLC40,737
0.3% of portfolio›$2.1M
Creative Financial Designs Inc38,755
0.1% of portfolio›$2.0M
Galvin, Gaustad & Stein, LLC37,958
0.1% of portfolio›$1.9M
Waller Financial Planning Group, Inc37,520
0.4% of portfolio›$1.9M
Outlook Wealth Advisors, LLC37,007
0.4% of portfolio›$1.9M
Bigelow Investment Advisors, LLC36,511
0.7% of portfolio›$1.9M
SteelPeak Wealth, LLC35,534
0.0% of portfolio›$1.8M
Royal Fund Management, LLC33,319
0.1% of portfolio›$1.7M
Regions Financial Corp31,569
0.0% of portfolio›$1.6M
Y.D. More Investments Ltd30,949
0.0% of portfolio›$332.8K
Clarus Wealth Advisors30,723
0.6% of portfolio›$1.6M
Andrew Hill Investment Advisors, Inc.30,537
1.2% of portfolio›$1.6M
Kanawha Capital Management LLC30,070
0.1% of portfolio›$1.5M
Integrity Alliance, Llc.29,773
0.0% of portfolio›$1.5M
Independent Wealth Network Inc.29,754
0.4% of portfolio›$1.5M
Lanark Financial, Inc.29,680
0.1% of portfolio›$1.5M
Novem Group29,482
0.1% of portfolio›$1.5M
Old National Bancorp28,656
0.0% of portfolio›$1.5M
Angeles Wealth Management, LLC28,563
0.1% of portfolio›$1.5M
Worth Asset Management, LLC27,862
0.4% of portfolio›$1.4M
Csenge Advisory Group27,857
0.1% of portfolio›$1.4M
Embree Financial Group27,672
0.1% of portfolio›$1.4M
Strategic Blueprint, LLC27,515
0.1% of portfolio›$1.4M
Patten Group, Inc.27,463
0.2% of portfolio›$1.4M
ProCore Advisors, LLC26,951
1.7% of portfolio›$1.4M
WBH Advisory Inc25,940
0.1% of portfolio›$1.3M
Alterna Wealth Management, Inc25,741
0.7% of portfolio›$1.3M
Wealth Management Resources, Inc.25,621
0.4% of portfolio›$1.3M
B. Riley Wealth Advisors, Inc.25,553
0.1% of portfolio›$1.3M
New England Private Wealth Advisors LLC25,058
0.1% of portfolio›$1.3M
Klaas Financial Asset Advisors, LLC24,975
0.2% of portfolio›$1.3M
Vicus Capital24,963
0.1% of portfolio›$1.3M
Flagstar Securities, Inc24,943
0.4% of portfolio›$1.3M
Fiduciary Alliance LLC24,767
0.1% of portfolio›$1.3M
Stirlingshire Investments, Inc.23,941
0.9% of portfolio›$1.2M
M Holdings Securities, Inc.23,516
0.5% of portfolio›$1.2M
ARK & TLK Investments, LLC23,183
0.3% of portfolio›$1.2M
Arnold Financial Planning LLC23,138
0.8% of portfolio›$1.2M
Bryn Mawr Trust Advisors, LLC23,127
0.1% of portfolio›$1.2M
Park Avenue Securities LLC23,000
0.0% of portfolio›$1.2K
Spire Wealth Management22,971
0.0% of portfolio›$1.2M
Old Mission Investment Co LLC22,575
0.2% of portfolio›$1.2M
IFP Advisors, Inc21,665
0.0% of portfolio›$1.1M
Eagle Global Advisors LLC20,708
0.0% of portfolio›$1.1M
Aspen Wealth Management LLC20,414
0.2% of portfolio›$1.0M
TCP Asset Management, LLC20,323
0.1% of portfolio›$1.0M
Guidance Point Advisors, LLC19,679
0.2% of portfolio›$1.0M
Vericrest Private Wealth19,624
0.9% of portfolio›$1.0M
First Pacific Financial19,512
0.1% of portfolio›$996.1K
Capital Investment Advisory Services, LLC19,226
0.1% of portfolio›$981.5K
Harbor Asset Planning, Inc.18,906
0.7% of portfolio›$965.2K
Financial Partners Group, Inc18,866
0.1% of portfolio›$963.1K
Prime Capital Investment Advisors, LLC18,849
0.0% of portfolio›$962.3K
Joseph P. Lucia & Associates, LLC18,704
0.3% of portfolio›$954.8K
Prospera Financial Services Inc18,357
0.0% of portfolio›$936.5K
DMC Group, LLC18,198
0.6% of portfolio›$929.0K
Ramiah Investment Group18,088
0.7% of portfolio›$923.4K
Nautilus Advisors LLC17,852
0.6% of portfolio›$911.3K
Register Financial Advisors LLC17,650
0.3% of portfolio›$901.0K
Diversify Advisory Services, LLC17,611
0.0% of portfolio›$897.3K
Diversify Wealth Management, LLC17,611
0.0% of portfolio›$897.3K
Ballast Rock Private Wealth LLC17,570
0.4% of portfolio›$897.0K
Certified Advisory Corp17,537
0.1% of portfolio›$895.2K
Epiq Partners, LLC17,434
0.4% of portfolio›$890.0K
First United Bank & Trust17,365
0.3% of portfolio›$886.5K
KG Capital Management17,300
0.5% of portfolio›$883.2K
Garde Capital, Inc.16,778
0.0% of portfolio›$856.5K
Rockingstone Advisors LLC16,765
0.3% of portfolio›$855.9K
Inscription Capital, LLC16,284
0.1% of portfolio›$831.3K
Partners Wealth Management, LLC16,262
0.1% of portfolio›$830.2K
Ashton Thomas Private Wealth, LLC16,261
0.0% of portfolio›$830.1K
True Private Wealth Advisors16,165
0.1% of portfolio›$825.2K
L.K. Benson & Company, P.C.16,103
0.2% of portfolio›$822.0K
Avidian Wealth Enterprises, LLC16,013
0.0% of portfolio›$817.5K
Dynamic Advisor Solutions LLC15,994
0.0% of portfolio›$816.5K
New Wave Wealth Advisors LLC15,277
0.2% of portfolio›$778.4K
Professional Financial Advisors, LLC14,051
0.1% of portfolio›$717.3K
Stephens Group Asset Management, LLC13,985
0.0% of portfolio›$713.9K
Western Financial Corp13,687
0.2% of portfolio›$698.7K
VestGen Advisors, LLC13,499
0.0% of portfolio›$689.1K
Perigon Wealth Management, LLC13,472
0.0% of portfolio›$687.7K
Salem Investment Counselors Inc13,427
0.0% of portfolio›$685.4K
Private Client Services, LLC13,256
0.2% of portfolio›$676.7K
Portland Financial Advisors Inc13,175
1.2% of portfolio›$672.6K
Chicago Partners Investment Group LLC13,100
0.0% of portfolio›$667.7K
Rinkey Investments12,971
0.2% of portfolio›$662.2K
Guidance Capital, Inc12,888
0.1% of portfolio›$655.2K
Pinnacle Associates LTD12,550
0.0% of portfolio›$640.7K
Cap Partners, LLC12,481
0.3% of portfolio›$637.1K
Ameliora Wealth Management Ltd.12,210
0.2% of portfolio›$623.2K
Apollon Wealth Management, LLC12,159
0.0% of portfolio›$620.7K
Virtue Capital Management, LLC12,095
0.1% of portfolio›$617.5K
Citigroup Inc11,980
0.0% of portfolio›$611.6K
Capital Investment Services of America, Inc.11,842
0.1% of portfolio›$604.5K
Lido Advisors, LLC11,236
0.0% of portfolio›$573.6K
NorthCrest Asset Manangement, LLC11,205
0.0% of portfolio›$570.7K
Connecticut Wealth Management, LLC11,082
0.0% of portfolio›$565.7K
Schmidt P J Investment Management Inc11,016
0.1% of portfolio›$562.4K
First Heartland Consultants, Inc.10,974
0.0% of portfolio›$560.2K
Center For Asset Management LLC10,841
0.2% of portfolio›$553.4K
Focus Financial Network, Inc.10,452
0.0% of portfolio›$533.6K
Independent Wealth Advisors LLC10,317
0.4% of portfolio›$526.7K
Ellis Investment Partners, LLC10,164
0.1% of portfolio›$518.9K
HB Wealth Management, LLC9,984
0.0% of portfolio›$509.7K
Trek Financial, LLC9,710
0.0% of portfolio›$495.7K
Tableaux LLC9,607
0.2% of portfolio›$490.4K
Argus Investors' Counsel, Inc.9,414
0.4% of portfolio›$480.6K
Midwest Financial Network, LLC9,400
0.3% of portfolio›$479.9K
Avantax Planning Partners, Inc.9,362
0.0% of portfolio›$477.9K
Unified Investment Management9,250
0.4% of portfolio›$472.2K
Milestone Asset Management, LLC9,240
0.1% of portfolio›$471.7K
Balboa Wealth Partners8,704
0.1% of portfolio›$444.3K
Wealth Advisory Solutions, LLC8,672
0.1% of portfolio›$442.7K
Private Trust Co NA8,581
0.0% of portfolio›$438.1K
JFS Wealth Advisors, LLC8,043
0.0% of portfolio›$410.6K
Global Trust Wealth Management LLC7,777
0.3% of portfolio›$397.0K
Donor Advised Charitable Giving, Inc.7,766
0.0% of portfolio›$396.5K
Choreo, LLC7,739
0.0% of portfolio›$395.1K
IFC & Insurance Marketing, Inc.7,714
0.3% of portfolio›$393.8K
Flagship Harbor Advisors, LLC7,264
0.0% of portfolio›$370.8K
Alpha Omega Wealth Management LLC7,185
0.1% of portfolio›$366.8K
Welch & Forbes LLC7,050
0.0% of portfolio›$359.9K
Omni 360 Wealth, Inc.7,050
0.2% of portfolio›$359.9K
Smith Thornton Advisors LLC6,980
0.2% of portfolio›$356.3K
AlphaCore Capital LLC6,900
0.0% of portfolio›$352.2K
Thrive Wealth Management, LLC6,889
0.0% of portfolio›$351.7K
Valeo Financial Advisors, LLC6,546
0.0% of portfolio›$334.2K
Wesbanco Bank Inc6,544
0.0% of portfolio›$334.1K
Sanchez Gaunt Capital Management, LLC6,478
0.2% of portfolio›$330.7K
Balefire, LLC6,435
0.1% of portfolio›$328.5K
Founders Financial Securities LLC6,370
0.0% of portfolio›$325.2K
Keybank National Association6,364
0.0% of portfolio›$324.9K
Visionary Wealth Advisors6,227
0.0% of portfolio›$317.9K
Thrive Capital Management, LLC6,195
0.1% of portfolio›$316.3K
First Interstate Bank6,191
0.0% of portfolio›$316.1K
Value Investment Professionals, LLC6,185
0.3% of portfolio›$315.8K
Evanson Financial, LLC6,157
0.0% of portfolio›$314.3K
Deroy & Devereaux Private Investment Counsel Inc6,100
0.0% of portfolio›$311
Opinicus Capital, Inc.5,764
0.2% of portfolio›$294.3K
Chilton Capital Management LLC5,475
0.0% of portfolio›$279.5K
Fortitude Advisory Group L.L.C.5,457
0.1% of portfolio›$278.6K
Aurora Private Wealth, Inc.5,306
0.0% of portfolio›$271
BAM Wealth Management, LLC5,274
0.1% of portfolio›$269.2K
S&A Financial Services, Inc.5,226
0.2% of portfolio›$266.8K
Brighton Jones LLC5,134
0.0% of portfolio›$262.1K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors5,128
0.0% of portfolio›$261.8K
Brindle & Bay Financial Advisors, LLC5,123
0.1% of portfolio›$261.5K
Mezzasalma Advisors, LLC5,102
0.1% of portfolio›$260.5K
BridgePort Financial Solutions, LLC5,058
0.1% of portfolio›$258.2K
Bulwark Capital Corp5,042
0.1% of portfolio›$257.4K
Mascagni Wealth Management, Inc.5,005
0.2% of portfolio›$255.5K
Alhambra Investment Management LLC4,927
0.1% of portfolio›$251.5K
Atlas Private Wealth Advisors4,922
0.1% of portfolio›$251.3K
GreatBanc Trust Co4,730
0.1% of portfolio›$241.5K
Midwest Professional Planners, Ltd.4,681
0.0% of portfolio›$239.0K
Keystone Wealth Services, LLC4,630
0.0% of portfolio›$236.3K
Rossmore Private Capital4,588
0.0% of portfolio›$234.2K
Evolution Wealth Advisors, LLC4,580
0.0% of portfolio›$233.8K
Lane Brothers & Co Inc4,540
0.2% of portfolio›$231.8K
Midwest Trust Co4,445
0.0% of portfolio›$226.9K
Reyes Financial Architecture, Inc.4,424
0.1% of portfolio›$225.8K
Rose Capital Advisors LLC4,317
0.1% of portfolio›$220.4K
Bauman Advisory Group, LLC4,292
0.1% of portfolio›$219.1K
Essex LLC4,223
0.0% of portfolio›$215.6K
Axxcess Wealth Management, LLC4,213
0.0% of portfolio›$215.1K
Integras Partners LLC4,213
0.1% of portfolio›$215.1K
Patton Albertson Miller Group, LLC4,000
0.0% of portfolio›$204.2K
Capital Advisors, Ltd. LLC3,966
0.0% of portfolio›$202
Meridian Wealth Management, LLC3,966
0.0% of portfolio›$202.5K
Cherry Tree Wealth Management, LLC3,461
0.0% of portfolio›$176.7K
Compass Financial Management LLC3,461
0.0% of portfolio›$176.7K
Wilmington Savings Fund Society, FSB3,224
0.0% of portfolio›$164.6K
Laurel Wealth Advisors LLC2,808
0.0% of portfolio›$143.3K
Westside Investment Management, Inc.2,764
0.0% of portfolio›$141.1K
Triumph Capital Management2,500
0.0% of portfolio›$127.6K
TD Waterhouse Canada Inc.2,020
0.0% of portfolio›$102.7K
Cranbrook Wealth Management, LLC1,974
0.0% of portfolio›$100.8K
Gables Capital Management Inc.1,946
0.0% of portfolio›$99.3K
MidAtlantic Capital Management, Inc.1,903
0.1% of portfolio›$97.1K
Parallel Advisors, LLC1,607
0.0% of portfolio›$82.1K
Coastline Trust Co1,587
0.0% of portfolio›$81.0K
North Star Investment Management Corp.1,460
0.0% of portfolio›$74.5K
CoreCap Advisors, LLC1,336
0.0% of portfolio›$68.2K
Blue Trust, Inc.1,157
0.0% of portfolio›$59.1K
Global Trust Asset Management, LLC1,000
0.0% of portfolio›$51.1K
IFS Advisors, LLC1,000
0.0% of portfolio›$51.1K
Nfsg Corp988
0.0% of portfolio›$50.4K
Blueline Advisors LLC831
0.0% of portfolio›$42.4K
Cape Investment Advisory, Inc.740
0.0% of portfolio›$37.8K
Archer Investment Corp725
0.0% of portfolio›$37.0K
City Holding Co690
0.0% of portfolio›$35.2K
Elevation Wealth Partners, LLC674
0.0% of portfolio›$34.4K
Signature Resources Capital Management, LLC577
0.0% of portfolio›$29.5K
Tompkins Financial Corp492
0.0% of portfolio›$25.1K
Gilpin Wealth Management, LLC471
0.0% of portfolio›$24.0K
Physician Wealth Advisors, Inc.408
0.0% of portfolio›$20.8K
Caldwell Trust Co405
0.0% of portfolio›$20.7K
Brown, Lisle Ings, Inc.400
0.0% of portfolio›$20.4K
Provenance Wealth Advisors, LLC371
0.0% of portfolio›$18.9K
Mather Group, Llc.369
0.0% of portfolio›$18.8K
Chapman Financial Group, LLC335
0.0% of portfolio›$17.1K
Pinnacle Bancorp, Inc.325
0.0% of portfolio›$16.6K
Root Financial Partners, LLC295
0.0% of portfolio›$15.1K
Evolution Wealth Management Inc.264
0.0% of portfolio›$13.5K
Signature Equity Partners, LLC239
0.0% of portfolio›$12.2K
Planning Strategies Inc.236
0.0% of portfolio›$12.0K
Heritage Family Offices, LLP205
0.0% of portfolio›$10.5K
Tsfg, LLC201
0.0% of portfolio›$10
Lodestone Wealth Management LLC184
0.0% of portfolio›$9.4K
Central Pacific Bank - Trust Division183
0.0% of portfolio›$9.3K
Buck Wealth Strategies, LLC171
0.0% of portfolio›$8.7K
Canton Hathaway, LLC152
0.0% of portfolio›$7.8K
Murphy & Mullick Capital Management Corp150
0.0% of portfolio›$7.7K
First Bancorp, Inc135
0.0% of portfolio›$6.9K
Golden State Wealth Management, LLC118
0.0% of portfolio›$6.0K
USA Financial Formulas105
0.0% of portfolio›$5.4K
Next Level Wealth Planning, LLC97
0.0% of portfolio›$5.0K
Thurston, Springer, Miller, Herd & Titak, Inc.84
0.0% of portfolio›$4.3K
Provident Wealth Management, LLC64
0.0% of portfolio›$3.2K
Ashton Thomas Securities, LLC60
0.0% of portfolio›$3.1K
Beacon Capital Management, Inc.54
0.0% of portfolio›$2.8K
Quest 10 Wealth Builders, Inc.43
0.0% of portfolio›$2.2K
Pinnacle Wealth Planning Services, Inc.38
0.0% of portfolio›$1.9K
Bank of New Hampshire25
0.0% of portfolio›$1.3K
City State Bank21
0.0% of portfolio›$1.1K
MJT & Associates Financial Advisory Group, Inc.6
0.0% of portfolio›$307
Bear Mountain Capital, Inc.4
0.0% of portfolio›$204
Cullen T Bankers, Inc.0
0.0% of portfolio›$10
Signaturefd, LLC0
0.0% of portfolio›$20
StyleTurnoverLocationFiled
New York Life Investment Management LLC
3,564,783$182.0M1.3%GrowthLowNew York, NY2026-11-04
Glenview Trust Co
3,253,697$166.1M2.2%GrowthVery LowLouisville, KY2026-10-28
Hartline Investment Corp/
1,692,981$86.4M8.9%GrowthMediumWinnetka, IL2026-10-29
Davenport & Co LLC
1,481,508$75.6M0.4%CoreMediumRichmond, VA2026-10-14
Assetmark, Inc
1,073,372$54.8M0.1%ETFLowConcord, CA2026-10-21
Truist Financial Corp
1,004,258$51.3M0.1%CoreLowCharlotte, NC2026-10-30
Demars Financial Group, LLC
877,644$44.8M11.7%ETFLowSpokane Valley, WA2026-10-22
Cambridge Investment Research Advisors, Inc.
875,969$44.7K0.0%ETFLowFairfield, IA2026-11-02
Walker Financial Services, Inc.
809,153$41.3M12.1%ETFLowBowling Green, KY2026-10-26
Barings LLC
780,000$39.8M0.7%ETFLowCharlotte, NC2026-10-22
RMG Wealth Management LLC
758,487$38.7M4.0%ETFVery HighPlatteville, WI2026-10-26
LJI Wealth Management, LLC
716,747$36.6M5.1%ETFLowIndianapolis, IN2026-10-28
Alpine Bank Wealth Management
684,450$34.9M4.5%ETFHighGrand Junction, CO2026-10-16
Verdence Capital Advisors LLC
682,969$34.9M1.5%CoreMediumHunt Valley, MD2026-10-26
Commonwealth Equity Services, LLC
652,806$33.3M0.0%ETFLowWaltham, MA2026-11-02
Summit Investment Advisors, Inc.\KS
558,608$28.5M12.9%N/AN/ALeawood, KS2026-11-05
Towercrest Capital Management
555,868$28.4M4.1%ETFVery LowNewtown, PA2026-10-23
Occidental Asset Management, LLC
540,134$27.6M2.4%GrowthLowBurlingame, CA2026-11-05
LaFleur & Godfrey LLC
489,894$25.0M3.0%GrowthLowGrand Rapids, MI2026-10-27
International City Management Association Retirement Corp
451,597$23.1M5.2%ETFN/AWashington, DC2026-10-26
Diversified Portfolios, Inc.
450,313$23.0M1.6%ETFLowBloomfield Hills, MI2026-11-04
Willis Johnson Wealth, Inc.
436,166$22.3M1.2%ETFLowHouston, TX2026-11-03
Ddfg, Inc
429,678$21.9M4.3%ETFLowThousand Oaks, CA2026-10-15
Avior Wealth Management, LLC
404,538$20.7M0.5%ETFMediumOmaha, NE2026-10-13
Turning Point Benefit Group, Inc.
386,214$19.6M8.0%ETFMediumFrederick, MD2026-10-28
TriaGen Wealth Management LLC
372,560$19.0M4.6%CoreMediumCalabasas, CA2026-10-14
Sigma Planning Corp
321,834$16.4M0.4%GrowthMediumAnn Arbor, MI2026-10-23
Modera Wealth Management, LLC
313,910$16.0M0.2%ETFVery LowWestwood, NJ2026-10-28
Hohimer Wealth Management, LLC
308,978$15.8M1.5%CoreHighSeattle, WA2026-11-04
RFG Advisory, LLC
302,911$15.5M0.2%ETFMediumBirmingham, AL2026-11-03
Alliance Wealth Management Group
279,342$14.3M2.9%ETFLowFlemington, NJ2026-10-29
Kestra Advisory Services, LLC
277,852$14.2M0.0%CoreLowAustin, TX2026-11-02
WJ Wealth Management, LLC
276,899$14.1M5.8%ETFMediumGlendale, AZ2026-11-03
PFG Private Wealth Management, LLC
276,349$14.1M6.0%ETFHighLutz, FL2026-10-15
Crestwood Advisors Group, LLC
271,249$13.8M0.2%GrowthLowBoston, MA2026-10-27
Mader & Shannon Wealth Management, Inc.
270,581$13.8M5.7%ETFMediumKansas City, MO2026-11-02
Financial Advisory Partners, LLC
262,408$13.4M3.6%ETFVery LowWinter Park, FL2026-10-23
Investment Planning Advisors, Inc.
257,539$13.1M3.0%ETFMediumCumming, GA2026-10-14
Parsons Capital Management Inc
242,827$12.4M0.5%CoreLowProvidence, RI2026-10-28
Shira Ridge Wealth Management
234,159$12.0M4.2%ETFLowLarkspur, CA2026-10-09
Vertrix Wealth Management, LLC
233,220$11.9M4.1%CoreMediumTroy, MI2026-10-13
Hoge Financial Services, LLC
223,914$11.4M5.4%ETFVery LowCanonsburg, PA2026-11-05
Chesley Taft & Associates LLC
210,870$10.8M0.4%CoreLowChicago, IL2026-10-13
James Investment Research, Inc.
207,783$10.6M1.1%CoreLowAlpha, OH2026-10-22
Rezny Wealth Management, Inc.
205,747$10.5M1.8%ETFLowFort Myers, FL2026-10-15
Single Point Partners, LLC
205,486$10.5M1.9%ETFVery LowBoston, MA2026-10-19
Compass Financial Group, Inc. (Ohio)
197,909$10.1M6.7%ETFMediumDublin, OH2026-10-19
Moulton Wealth Management, Inc
195,419$9.9M6.7%ETFVery HighSpokane, WA2026-10-13
SAX Wealth Advisors, LLC
194,711$9.9M0.3%ETFVery LowParsippany, NJ2026-10-13
Perennial Advisors, LLC
189,074$9.7M1.4%CoreLowNew York, NY2026-10-13
Wealthcare Advisory Partners LLC
184,577$9.4M0.2%ETFLowWest Chester, PA2026-10-21
Orange Investment Advisors, Inc.
177,284$9.1M1.1%CoreLowGoshen, NY2026-10-23
Windsor Capital Management, LLC
176,885$9.0M2.3%ETFVery LowPhoenix, AZ2026-10-13
FC Advisory LLC
176,878$9.0M2.4%ETFVery LowWest Chester, PA2026-10-05
Elevatus Welath Management
173,882$8.9M2.1%GrowthHighVictor, NY2026-10-19
Ifrah Financial Services, Inc.
172,636$8.8M2.2%ETFLowLittle Rock, AR2026-10-13
Monetary Solutions, Ltd
163,320$8.3M7.1%ETFVery LowDayton, OH2026-10-22
Penobscot Investment Management Company, Inc.
157,134$8.0M0.6%GrowthLowBoston, MA2026-10-26
Forbes Financial Planning, Inc.
156,112$8.0M4.4%ETFLowEast Greenwich, RI2026-10-23
Grey Ledge Advisors, LLC
155,695$7.9M1.6%CoreLowGuilford, CT2026-11-02
Courier Capital LLC
155,426$7.9M0.4%ETFLowBuffalo, NY2026-10-19
Bailard, Inc.
150,524$7.7M0.2%GrowthMediumFoster City, CA2026-10-13
Impact Capital Partners LLC
149,934$7.7M2.1%GrowthLowGreenwood Village, CO2026-10-22
R2 Capital Strategies, LLC
149,814$7.6M3.2%ETFN/ALincoln, NE2026-10-15
Probity Advisors, Inc.
146,676$7.5M1.1%ETFLowDallas, TX2026-10-23
Independent Solutions Wealth Management, LLC
146,023$7.5M0.9%GrowthLowWilliamsville, NY2026-10-28
Principal Financial Group Inc
142,546$7.3M0.0%CoreLowDes Moines, IA2026-11-02
Cornerstone Wealth Management, LLC
141,547$7.2M0.3%ETFVery LowSt. Peters, MO2026-11-04
B.A. Schrock Wealth Management, Inc.
141,194$7.2M2.6%GARPN/AWadsworth, OH2026-10-15
KW Wealth Management LLC
139,734$7.1M5.5%CoreVery LowSacramento, CA2026-10-28
Oppenheimer & Co Inc
136,225$7.0M0.1%CoreLowNew York, NY2026-10-26
Beirne Wealth Consulting Services, LLC
133,152$6.8M1.3%ETFLowShelton, CT2026-10-19
Brookstone Capital Management
133,065$6.8M0.1%ETFMediumWheaton, IL2026-10-22
Clear Creek Financial Management, LLC
128,080$6.5M0.5%ETFMediumSilverdale, WA2026-10-28
Nilsine Partners, LLC
121,103$6.2M0.4%CoreMediumGreenwood Village, CO2026-11-02
International Assets Investment Management, LLC
118,401$6.0M0.4%CoreVery HighOrlando, FL2026-11-02
Integrated Advisors Network LLC
113,452$5.8M0.3%GrowthMediumDallas, TX2026-10-20
Castle Rock Wealth Management, LLC
111,857$5.7M1.1%GrowthMediumWalnut Creek, CA2026-10-09
Indivisible Partners
111,779$5.7M0.3%GrowthMediumClearwater, FL2026-10-26
Innealta Capital, LLC
110,826$5.7M3.1%ETFMediumAustin, TX2026-11-02
Powers Advisory Group, LLC
110,436$5.6M1.7%ETFVery LowHighland, IL2026-10-14
Mowery & Schoenfeld Wealth Management, LLC
110,004$5.6M6.3%GrowthMediumLincolnshire, IL2026-10-28
Monument Capital Management
106,800$5.5M1.1%GARPHighAlexandria, VA2026-10-09
Ocean Park Asset Management, LLC
104,600$5.3M0.3%ETFLowSanta Monica, CA2026-10-21
Creative Planning
101,696$5.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Farther Finance Advisors, LLC
101,414$5.2M0.0%IndexLowSan Francisco, CA2026-10-08
Lake Hills Wealth Management, LLC
99,731$5.1M2.3%ETFVery HighAustin, TX2026-10-07
Farmers & Merchants Trust Co of Chambersburg PA
98,259$5.0K0.0%GARPLowChambersburg, PA2026-10-14
Schear Investment Advisers, LLC
97,820$5.0M0.6%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
97,820$5.0M0.6%Agg GrowthLowIndependence, OH2026-10-14
Baring Financial LLC
96,495$4.9M2.6%ETFLowBellingham, WA2026-10-07
Weaver Consulting Group
94,788$4.8M0.9%ETFLowHuntington Beach, CA2026-10-07
Riggs Asset Managment Co. Inc.
91,050$4.6M0.9%GrowthMediumDallas, PA2026-11-05
WealthTrust Asset Management, LLC
89,585$4.6M2.5%GARPMediumDestin, FL2026-10-22
Virtus Family Office LLC
89,468$4.6M3.5%Deep ValueMediumEl Paso, TX2026-10-30
Insight Wealth Strategies, LLC
88,899$4.5M0.4%ETFHighSan Ramon, CA2026-10-09
Friedenthal Financial
88,894$4.5M2.0%ETFHighMarlton, NJ2026-10-27
StoneX Group Inc.
87,383$4.5M0.2%ETFMediumNew York, NY2026-11-03
RDA Financial Network
85,820$4.4M1.0%GrowthMediumAkron, IA2026-10-15
Sowell Financial Services LLC
83,043$4.2M0.1%CoreLowNorth Little Rock, AR2026-10-23
Weitzel Financial Services, Inc.
81,956$4.2M1.4%ETFVery LowDubuque, IA2026-10-16
ETF Store, Inc.
81,386$4.2M3.4%ETFVery LowOverland Park, KS2026-10-19
MGO One Seven LLC
80,081$4.1M0.1%GrowthLowBeachwood, OH2026-10-28
Beacon Financial Group
79,501$4.1M0.4%ETFMediumDallas, TX2026-10-19
XY Planning Network, Inc.
78,425$4.0M0.4%ETFLowBozeman, MT2026-10-14
AlphaStar Capital Management, LLC
78,368$4.0M0.2%ETFMediumCornelius, NC2026-10-16
Asset One Wealth Management LLC
77,897$4.0M0.3%GrowthLowBellevue, WA2026-11-02
D.A. Davidson & Co.
76,381$3.9M0.0%CoreLowGreat Falls, MT2026-10-28
Wealth Enhancement Advisory Services, LLC
75,900$3.3M0.0%CoreLowPlymouth, MN2026-10-13
Lynx Capital Group LTD
75,232$3.8M1.5%ValueLowBeachwood, OH2026-11-04
Elmwood Wealth Management, Inc.
73,777$3.8M0.9%ETFLowBerkeley, CA2026-10-14
Thryve Wealth Management LLC
73,521$3.8M2.1%ETFLowIrving, TX2026-10-09
Beese Fulmer Investment Management, Inc.
72,809$3.7M0.2%CoreLowCanton, OH2026-10-23
EverSource Wealth Advisors, LLC
72,642$3.7M0.1%CoreMediumBirmingham, AL2026-11-04
Atria Investments, Inc
71,248$3.6M0.0%CoreMediumCharlotte, NC2026-10-15
Concurrent Investment Advisors, LLC
70,468$3.6M0.0%GrowthMediumTampa, FL2026-10-16
PFG Advisors
68,885$3.5M0.2%ETFMediumPhoenix, AZ2026-10-16
Princeton Global Asset Management LLC
67,234$3.4M0.5%GrowthLowPrinceton, NJ2026-10-21
Sidoxia Capital Management, LLC
66,860$3.4M2.4%GrowthLowNewport Beach, CA2026-10-28
Collaborative Fund Advisors, LLC
64,349$3.3M1.8%GrowthVery HighReno, NV2026-11-02
Ascentis Independent Advisors
64,061$3.3M0.2%ETFLowDallas, TX2026-11-03
Capital Asset Advisory Services LLC
63,512$3.2M0.1%ETFLowWilliamston, MI2026-10-30
Buska Wealth Management, LLC
63,258$3.2M1.1%ETFMediumWausau, WI2026-10-08
Advisory Solutions Group, LLC
62,949$3.2M0.7%ETFN/APlymouth, MN2026-10-14
Kestra Private Wealth Services, LLC
60,593$3.1M0.0%GrowthLowAustin, TX2026-10-30
Arvest Investments, Inc.
59,538$3.0M0.4%ETFLowLowell, AR2026-10-21
Fifth Third Securities, Inc.
58,055$3.0M0.1%ETFLowCincinnati, OH2026-10-21
Hardworking Capital Advisors, LLC
55,817$2.8M2.4%GrowthMediumPalm Desert, CA2026-10-20
AdvisorNet Financial, Inc
54,411$2.8M0.1%ETFLowMinnetonka, MN2026-10-15
Kingswood Wealth Advisors, LLC
53,497$2.7M0.1%GrowthLowSan Diego, CA2026-10-23
Glass Jacobson Investment Advisors llc
53,150$2.7M0.8%ETFLowOwings Mills, MD2026-10-26
Destiny Wealth Partners, LLC
51,494$2.6M0.3%ETFMediumTavares, FL2026-11-05
Gerber Kawasaki Wealth & Investment Management
49,554$2.5M0.1%ETFLowSanta Monica, CA2026-10-29
Blue Capital, Inc.
49,236$2.5M1.6%CoreHighOmaha, NE2026-10-13
Chatham Capital Group, Inc.
48,560$2.5M0.3%CoreLowSavannah, GA2026-10-16
Integrity Advisory Solutions, LLC
44,064$2.2M0.2%ETFMediumDallas, TX2026-10-29
Blue Fin Capital, Inc.
43,822$2.2M0.3%GrowthVery LowWarren, RI2026-10-28
Bright Futures Wealth Management, Llc.
43,592$2.2M1.5%CoreHighWebster, Ny 14580, NY2026-10-23
Well Done, LLC
43,273$2.2M0.3%ETFLowHolland, MI2026-10-20
Savior LLC
43,025$2.2M6.1%ETFHighWellesley Hills, MA2026-10-13
Independent Financial Group, LLC
42,878$2.2M0.0%GrowthLowSan Diego, CA2026-10-13
NTV Asset Management LLC
42,501$2.2M0.2%GrowthLowCharleston, WV2026-10-23
Quantum Financial Partners LLC
42,230$2.2M1.1%ETFN/AOverland Park, KS2026-10-19
Greenup Street Wealth Management LLC
40,737$2.1M0.3%ETFMediumOverland Park, KS2026-10-28
Creative Financial Designs Inc
38,755$2.0M0.1%ETFMediumKokomo, IN2026-11-04
Galvin, Gaustad & Stein, LLC
37,958$1.9M0.1%CoreMediumScottsdale, AZ2026-10-08
Waller Financial Planning Group, Inc
37,520$1.9M0.4%ETFMediumColumbus, OH2026-10-07
Outlook Wealth Advisors, LLC
37,007$1.9M0.4%ETFMediumShenandoah, TX2026-10-28
Bigelow Investment Advisors, LLC
36,511$1.9M0.7%ETFLowPortland, ME2026-10-13
SteelPeak Wealth, LLC
35,534$1.8M0.0%GrowthHighWoodland Hills, CA2026-10-16
Royal Fund Management, LLC
33,319$1.7M0.1%GrowthMediumLady Lake, FL2026-10-22
Regions Financial Corp
31,569$1.6M0.0%CoreLowBirmingham, AL2026-11-05
Y.D. More Investments Ltd
30,949$332.8K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Clarus Wealth Advisors
30,723$1.6M0.6%ETFMediumPeoria, AZ2026-10-13
Andrew Hill Investment Advisors, Inc.
30,537$1.6M1.2%GrowthHighNaples, FL2026-10-22
Kanawha Capital Management LLC
30,070$1.5M0.1%CoreVery LowRichmond, VA2026-10-19
Integrity Alliance, Llc.
29,773$1.5M0.0%ETFMediumUrbandale, IA2026-10-29
Independent Wealth Network Inc.
29,754$1.5M0.4%ETFMediumUrbandale, IA2026-10-19
Lanark Financial, Inc.
29,680$1.5M0.1%CoreMediumBirmingham, AL2026-10-26
Novem Group
29,482$1.5M0.1%ETFMediumRochester, NY2026-10-19
Old National Bancorp
28,656$1.5M0.0%CoreLowEvansville, IN2026-10-20
Angeles Wealth Management, LLC
28,563$1.5M0.1%ETFLowSanta Monica, CA2026-10-26
Worth Asset Management, LLC
27,862$1.4M0.4%ETFHighDallas, TX2026-10-07
Csenge Advisory Group
27,857$1.4M0.1%ETFMediumClearwater, FL2026-11-04
Embree Financial Group
27,672$1.4M0.1%ETFLowChicago, IL2026-10-22
Strategic Blueprint, LLC
27,515$1.4M0.1%ETFLowAtlanta, GA2026-10-22
Patten Group, Inc.
27,463$1.4M0.2%CoreLowChattanooga, TN2026-10-26
ProCore Advisors, LLC
26,951$1.4M1.7%GARPLowNewport Beach, CA2026-10-14
WBH Advisory Inc
25,940$1.3M0.1%ETFLowBaltimore, MD2026-11-05
Alterna Wealth Management, Inc
25,741$1.3M0.7%ETFMediumHouston, TX2026-10-27
Wealth Management Resources, Inc.
25,621$1.3M0.4%ETFVery LowSmithfield, RI2026-10-21
B. Riley Wealth Advisors, Inc.
25,553$1.3M0.1%GrowthLowMemphis, TN2026-10-13
New England Private Wealth Advisors LLC
25,058$1.3M0.1%ETFVery LowWellesley, MA2026-10-19
Klaas Financial Asset Advisors, LLC
24,975$1.3M0.2%ETFVery LowLoves Park, IL2026-10-19
Vicus Capital
24,963$1.3M0.1%ETFMediumState College, PA2026-11-05
Flagstar Securities, Inc
24,943$1.3M0.4%ETFVery LowNew York, NY2026-10-15
Fiduciary Alliance LLC
24,767$1.3M0.1%CoreMediumGreenville, SC2026-10-13
Stirlingshire Investments, Inc.
23,941$1.2M0.9%ETFMediumNew York, NY2026-11-05
M Holdings Securities, Inc.
23,516$1.2M0.5%ETFHighPortland, OR2026-11-03
ARK & TLK Investments, LLC
23,183$1.2M0.3%ETFLowOklahoma City, OK2026-10-20
Arnold Financial Planning LLC
23,138$1.2M0.8%ETFVery LowHiawatha, IA2026-10-20
Bryn Mawr Trust Advisors, LLC
23,127$1.2M0.1%CoreLowPhiladelphia, PA2026-11-04
Park Avenue Securities LLC
23,000$1.2K0.0%ETFMediumNew York, NY2026-10-26
Spire Wealth Management
22,971$1.2M0.0%GrowthMediumMclean, VA2026-10-30
Old Mission Investment Co LLC
22,575$1.2M0.2%ETFLowTraverse City, MI2026-10-22
IFP Advisors, Inc
21,665$1.1M0.0%GrowthLowTampa, FL2026-10-16
Eagle Global Advisors LLC
20,708$1.1M0.0%CoreLowHouston, TX2026-11-02
Aspen Wealth Management LLC
20,414$1.0M0.2%ETFLowFort Worth, TX2026-10-14
TCP Asset Management, LLC
20,323$1.0M0.1%ETFLowUpper Arlington, OH2026-10-14
Guidance Point Advisors, LLC
19,679$1.0M0.2%ETFVery LowWellesley, MA2026-10-15
Vericrest Private Wealth
19,624$1.0M0.9%ETFLowNewtown, PA2026-10-21
First Pacific Financial
19,512$996.1K0.1%ETFLowVancouver, WA2026-10-14
Capital Investment Advisory Services, LLC
19,226$981.5K0.1%CoreMediumRaleigh, NC2026-10-30
Harbor Asset Planning, Inc.
18,906$965.2K0.7%ETFVery LowBelmont, MA2026-10-23
Financial Partners Group, Inc
18,866$963.1K0.1%ETFLowOverland Park, KS2026-10-19
Prime Capital Investment Advisors, LLC
18,849$962.3K0.0%ETFLowOverland Park, KS2026-10-20
Joseph P. Lucia & Associates, LLC
18,704$954.8K0.3%ETFVery LowYorktown Heights, NY2026-10-30
Prospera Financial Services Inc
18,357$936.5K0.0%CoreMediumDallas, TX2026-11-04
DMC Group, LLC
18,198$929.0K0.6%CoreMediumBirmingham, AL2026-10-26
Ramiah Investment Group
18,088$923.4K0.7%ETFHighBrookfield, WI2026-10-20
Nautilus Advisors LLC
17,852$911.3K0.6%GrowthLowLa Jolla, CA2026-10-07
Register Financial Advisors LLC
17,650$901.0K0.3%GARPLowAtlanta, GA2026-10-23
Diversify Advisory Services, LLC
17,611$897.3K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
17,611$897.3K0.0%GrowthMediumSandy, UT2026-10-20
Ballast Rock Private Wealth LLC
17,570$897.0K0.4%ETFMediumCharleston, SC2026-10-26
Certified Advisory Corp
17,537$895.2K0.1%ETFLowAltamonte Springs, FL2026-10-29
Epiq Partners, LLC
17,434$890.0K0.4%YieldLowMinneapolis, MN2026-10-07
First United Bank & Trust
17,365$886.5K0.3%CoreLowOakland, MD2026-10-22
KG Capital Management
17,300$883.2K0.5%CoreLowSt. Francisville, LA2026-10-15
Garde Capital, Inc.
16,778$856.5K0.0%ETFLowSeattle, WA2026-10-29
Rockingstone Advisors LLC
16,765$855.9K0.3%GrowthLowGreat Barrington, MA2026-10-16
Inscription Capital, LLC
16,284$831.3K0.1%GARPMediumHouston, TX2026-11-02
Partners Wealth Management, LLC
16,262$830.2K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Ashton Thomas Private Wealth, LLC
16,261$830.1K0.0%CoreMediumScottsdale, AZ2026-11-03
True Private Wealth Advisors
16,165$825.2K0.1%ETFMediumSalem, OR2026-10-19
L.K. Benson & Company, P.C.
16,103$822.0K0.2%YieldVery LowTimonium, MD2026-10-23
Avidian Wealth Enterprises, LLC
16,013$817.5K0.0%ETFLowHouston, TX2026-10-08
Dynamic Advisor Solutions LLC
15,994$816.5K0.0%ETFLowPhoenix, AZ2026-10-13
New Wave Wealth Advisors LLC
15,277$778.4K0.2%CoreMediumSpringdale, AR2026-10-19
Professional Financial Advisors, LLC
14,051$717.3K0.1%ETFMediumNorth Platte, NE2026-10-13
Stephens Group Asset Management, LLC
13,985$713.9K0.0%ETFVery LowLittle Rock, AR2026-10-09
Western Financial Corp
13,687$698.7K0.2%MomentumHighSan Diego, CA2026-10-14
VestGen Advisors, LLC
13,499$689.1K0.0%GrowthMediumChicago, IL2026-10-27
Perigon Wealth Management, LLC
13,472$687.7K0.0%GrowthLowSan Francisco, CA2026-10-22
Salem Investment Counselors Inc
13,427$685.4K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Private Client Services, LLC
13,256$676.7K0.2%ETFMediumLouisville, KY2026-10-02
Portland Financial Advisors Inc
13,175$672.6K1.2%ETFVery LowPort Washington, NY2026-10-26
Chicago Partners Investment Group LLC
13,100$667.7K0.0%GARPLowChicago, IL2026-10-27
Rinkey Investments
12,971$662.2K0.2%ETFLowSan Diego, CA2026-10-28
Guidance Capital, Inc
12,888$655.2K0.1%ETFMediumLousville, KY2026-11-03
Pinnacle Associates LTD
12,550$640.7K0.0%CoreLowNew York, NY2026-10-20
Cap Partners, LLC
12,481$637.1K0.3%ETFLowFranklin, TN2026-10-19
Ameliora Wealth Management Ltd.
12,210$623.2K0.2%ETFLowZurich, Switzerland2026-10-23
Apollon Wealth Management, LLC
12,159$620.7K0.0%GrowthLowMount Pleasant, SC2026-10-23
Virtue Capital Management, LLC
12,095$617.5K0.1%GrowthHighBrentwood, TN2026-10-29
Citigroup Inc
11,980$611.6K0.0%CoreMediumNew York, NY2026-11-04
Capital Investment Services of America, Inc.
11,842$604.5K0.1%GrowthLowMilwaukee, WI2026-11-02
Lido Advisors, LLC
11,236$573.6K0.0%GrowthLowLos Angeles, CA2026-11-04
NorthCrest Asset Manangement, LLC
11,205$570.7K0.0%GrowthLowPlymouth, MN2026-10-13
Connecticut Wealth Management, LLC
11,082$565.7K0.0%ETFLowFarmington, CT2026-10-13
Schmidt P J Investment Management Inc
11,016$562.4K0.1%GrowthVery LowCedarburg, WI2026-11-02
First Heartland Consultants, Inc.
10,974$560.2K0.0%ETFMediumLake St. Louis, MO2026-10-08
Center For Asset Management LLC
10,841$553.4K0.2%ETFMediumPalm Beach Gardens, FL2026-10-16
Focus Financial Network, Inc.
10,452$533.6K0.0%ETFLowMinneapolis, MN2026-10-14
Independent Wealth Advisors LLC
10,317$526.7K0.4%ETFLowCary, NC2026-10-27
Ellis Investment Partners, LLC
10,164$518.9K0.1%ETFLowBerwyn, PA2026-10-21
HB Wealth Management, LLC
9,984$509.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Trek Financial, LLC
9,710$495.7K0.0%ETFHighScottsdale, AZ2026-10-29
Tableaux LLC
9,607$490.4K0.2%ETFLowStockbridge, MA2026-10-23
Argus Investors' Counsel, Inc.
9,414$480.6K0.4%MomentumMediumNew York, NY2026-10-09
Midwest Financial Network, LLC
9,400$479.9K0.3%ETFHighTinley Park, IL2026-10-13
Avantax Planning Partners, Inc.
9,362$477.9K0.0%ETFLowDubuque, IA2026-11-03
Unified Investment Management
9,250$472.2K0.4%CoreLowAtlanta, GA2026-10-14
Milestone Asset Management, LLC
9,240$471.7K0.1%GrowthHighPittsburgh, PA2026-10-15
Balboa Wealth Partners
8,704$444.3K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Wealth Advisory Solutions, LLC
8,672$442.7K0.1%ETFLowZionsville, IN2026-10-20
Private Trust Co NA
8,581$438.1K0.0%CoreLowCleveland, OH2026-10-20
JFS Wealth Advisors, LLC
8,043$410.6K0.0%ETFVery LowHermitage, PA2026-11-03
Global Trust Wealth Management LLC
7,777$397.0K0.3%ETFMediumWest Palm Beach, FL2026-10-14
Donor Advised Charitable Giving, Inc.
7,766$396.5K0.0%Agg GrowthVery LowLone Tree, CO2026-10-28
Choreo, LLC
7,739$395.1K0.0%IndexLowRockford, IL2026-10-28
IFC & Insurance Marketing, Inc.
7,714$393.8K0.3%ETFHighAuburn, CA2026-10-16
Flagship Harbor Advisors, LLC
7,264$370.8K0.0%ETFMediumBoston, MA2026-10-26
Alpha Omega Wealth Management LLC
7,185$366.8K0.1%ValueLowRichmond, VA2026-10-23
Welch & Forbes LLC
7,050$359.9K0.0%CoreVery LowBoston, MA2026-11-04
Omni 360 Wealth, Inc.
7,050$359.9K0.2%ETFLowPlainsboro, NJ2026-10-13
Smith Thornton Advisors LLC
6,980$356.3K0.2%ETFVery LowHuntsville, AL2026-10-16
AlphaCore Capital LLC
6,900$352.2K0.0%ETFLowLa Jolla, CA2026-11-04
Thrive Wealth Management, LLC
6,889$351.7K0.0%ETFVery LowAudubon, PA2026-10-13
Valeo Financial Advisors, LLC
6,546$334.2K0.0%ETFLowCarmel, IN2026-10-08
Wesbanco Bank Inc
6,544$334.1K0.0%CoreLowWheeling, WV2026-11-04
Sanchez Gaunt Capital Management, LLC
6,478$330.7K0.2%ETFN/AReno, NV2026-11-03
Balefire, LLC
6,435$328.5K0.1%ETFMediumDallas, TX2026-10-09
Founders Financial Securities LLC
6,370$325.2K0.0%ETFMediumTowson, MD2026-10-28
Keybank National Association
6,364$324.9K0.0%CoreLowBrooklyn, OH2026-11-04
Visionary Wealth Advisors
6,227$317.9K0.0%ETFLowO'Fallon, IL2026-11-04
Thrive Capital Management, LLC
6,195$316.3K0.1%CoreMediumFort Washington, PA2026-10-28
First Interstate Bank
6,191$316.1K0.0%ETFLowBillings, MT2026-10-23
Value Investment Professionals, LLC
6,185$315.8K0.3%ETFHighNew York, NY2026-10-13
Evanson Financial, LLC
6,157$314.3K0.0%ETFN/AMclean, VA2026-10-23
Deroy & Devereaux Private Investment Counsel Inc
6,100$3110.0%ValueMediumBloomfield Hills, MI2026-10-26
Opinicus Capital, Inc.
5,764$294.3K0.2%GrowthLowTampa, FL2026-10-28
Chilton Capital Management LLC
5,475$279.5K0.0%GrowthMediumHouston, TX2026-10-28
Fortitude Advisory Group L.L.C.
5,457$278.6K0.1%GrowthMediumGig Harbor, WA2026-10-15
Aurora Private Wealth, Inc.
5,306$2710.0%ETFLowRockaway, NJ2026-10-20
BAM Wealth Management, LLC
5,274$269.2K0.1%ETFHighLakewood, CO2026-10-15
S&A Financial Services, Inc.
5,226$266.8K0.2%ETFN/AOverland Park, KS2026-11-03
Brighton Jones LLC
5,134$262.1K0.0%CoreVery LowSeattle, WA2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
5,128$261.8K0.0%ETFMediumWestlake, OH2026-10-14
Brindle & Bay Financial Advisors, LLC
5,123$261.5K0.1%ETFMediumFrisco, TX2026-10-15
Mezzasalma Advisors, LLC
5,102$260.5K0.1%GrowthLowTinton Falls, NJ2026-10-14
BridgePort Financial Solutions, LLC
5,058$258.2K0.1%ETFLowFairfield, IA2026-11-02
Bulwark Capital Corp
5,042$257.4K0.1%ETFMediumFernandina Beach, FL2026-10-13
Mascagni Wealth Management, Inc.
5,005$255.5K0.2%ETFLowClinton, MS2026-10-23
Alhambra Investment Management LLC
4,927$251.5K0.1%CoreLowPalmetto Bay, FL2026-10-15
Atlas Private Wealth Advisors
4,922$251.3K0.1%ETFLowRed Bank, NJ2026-10-23
GreatBanc Trust Co
4,730$241.5K0.1%ETFLowLisle, IL2026-11-04
Midwest Professional Planners, Ltd.
4,681$239.0K0.0%GrowthMediumWausau, WI2026-10-29
Keystone Wealth Services, LLC
4,630$236.3K0.0%ETFHighPalm Desert, CA2026-11-03
Rossmore Private Capital
4,588$234.2K0.0%CoreLowGlastonbury, CT2026-10-27
Evolution Wealth Advisors, LLC
4,580$233.8K0.0%ETFLowAventura, FL2026-11-03
Lane Brothers & Co Inc
4,540$231.8K0.2%ETFLowPrescott, AZ2026-11-02
Midwest Trust Co
4,445$226.9K0.0%CoreLowOverland Park, KS2026-10-22
Reyes Financial Architecture, Inc.
4,424$225.8K0.1%ETFVery HighSan Diego, CA2026-10-22
Rose Capital Advisors LLC
4,317$220.4K0.1%ETFN/AMiami Beach, FL2026-11-04
Bauman Advisory Group, LLC
4,292$219.1K0.1%ETFMediumLas Vegas, NV2026-10-29
Essex LLC
4,223$215.6K0.0%ETFLowDeer Park, IL2026-10-14
Axxcess Wealth Management, LLC
4,213$215.1K0.0%CoreLowCarlsbad, CA2026-10-21
Integras Partners LLC
4,213$215.1K0.1%CoreLowAlpharetta, GA2026-10-30
Patton Albertson Miller Group, LLC
4,000$204.2K0.0%CoreLowChattanooga, TN2026-10-26
Capital Advisors, Ltd. LLC
3,966$2020.0%ETFLowShaker Heights, OH2026-10-27
Meridian Wealth Management, LLC
3,966$202.5K0.0%GrowthLowLexington, KY2026-11-05
Cherry Tree Wealth Management, LLC
3,461$176.7K0.0%ETFVery LowMinnetonka, MN2026-10-15
Compass Financial Management LLC
3,461$176.7K0.0%CoreN/ATampa, FL2026-10-30
Wilmington Savings Fund Society, FSB
3,224$164.6K0.0%CoreLowWilmington, DE2026-10-23
Laurel Wealth Advisors LLC
2,808$143.3K0.0%CoreVery LowCharlotte, NC2026-10-27
Westside Investment Management, Inc.
2,764$141.1K0.0%GrowthLowSanta Monica, CA2026-11-02
Triumph Capital Management
2,500$127.6K0.0%ETFMediumDenver, CO2026-10-14
TD Waterhouse Canada Inc.
2,020$102.7K0.0%CoreLowToronto, Australia2026-10-16
Cranbrook Wealth Management, LLC
1,974$100.8K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Gables Capital Management Inc.
1,946$99.3K0.0%GrowthVery LowMiami, FL2026-11-04
MidAtlantic Capital Management, Inc.
1,903$97.1K0.1%ETFVery LowRichmond, VA2026-11-05
Parallel Advisors, LLC
1,607$82.1K0.0%IndexLowSan Francisco, CA2026-11-03
Coastline Trust Co
1,587$81.0K0.0%GrowthVery LowProvidence, RI2026-10-01
North Star Investment Management Corp.
1,460$74.5K0.0%CoreLowChicago, IL2026-10-27
CoreCap Advisors, LLC
1,336$68.2K0.0%ETFMediumSouthfield, MI2026-10-08
Blue Trust, Inc.
1,157$59.1K0.0%ETFLowBrentwood, TN2026-10-15
Global Trust Asset Management, LLC
1,000$51.1K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
IFS Advisors, LLC
1,000$51.1K0.0%ETFLowOverland Park, KS2026-10-14
Nfsg Corp
988$50.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Blueline Advisors LLC
831$42.4K0.0%ETFLowExeter, NH2026-10-15
Cape Investment Advisory, Inc.
740$37.8K0.0%ETFLowMcdonough, GA2026-10-13
Archer Investment Corp
725$37.0K0.0%CoreMediumCarmel, IN2026-11-05
City Holding Co
690$35.2K0.0%CoreLowCharleston, WV2026-10-19
Elevation Wealth Partners, LLC
674$34.4K0.0%ETFLowWalnut Creek, CA2026-10-07
Signature Resources Capital Management, LLC
577$29.5K0.0%ETFLowNewport Beach, CA2026-10-16
Tompkins Financial Corp
492$25.1K0.0%CoreLowIthaca, NY2026-10-05
Gilpin Wealth Management, LLC
471$24.0K0.0%GrowthLowDenver, CO2026-10-09
Physician Wealth Advisors, Inc.
408$20.8K0.0%ETFMediumMidvale, UT2026-10-20
Caldwell Trust Co
405$20.7K0.0%GrowthLowVenice, FL2026-10-30
Brown, Lisle Ings, Inc.
400$20.4K0.0%CoreVery LowProvidence, RI2026-10-16
Provenance Wealth Advisors, LLC
371$18.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Mather Group, Llc.
369$18.8K0.0%ETFMediumChicago, IL2026-10-14
Chapman Financial Group, LLC
335$17.1K0.0%CoreVery LowHonolulu, HI2026-10-26
Pinnacle Bancorp, Inc.
325$16.6K0.0%CoreVery LowBeatrice, NE2026-10-21
Root Financial Partners, LLC
295$15.1K0.0%ETFMediumEncinitas, CA2026-10-21
Evolution Wealth Management Inc.
264$13.5K0.0%ETFMediumFort Myers, FL2026-10-28
Signature Equity Partners, LLC
239$12.2K0.0%GrowthMediumColumbus, OH2026-10-29
Planning Strategies Inc.
236$12.0K0.0%ETFN/ALancaster, PA2026-10-02
Heritage Family Offices, LLP
205$10.5K0.0%GrowthHighScottsdale, AZ2026-11-02
Tsfg, LLC
201$100.0%ETFLowLake Forest, IL2026-10-23
Lodestone Wealth Management LLC
184$9.4K0.0%CoreLowSpokane, WA2026-10-14
Central Pacific Bank - Trust Division
183$9.3K0.0%CoreMediumHonolulu, HI2026-10-06
Buck Wealth Strategies, LLC
171$8.7K0.0%ValueMediumDenver, CO2026-10-28
Canton Hathaway, LLC
152$7.8K0.0%ValueLowProvidence, RI2026-10-23
Murphy & Mullick Capital Management Corp
150$7.7K0.0%GrowthLowSmithtown, NY2026-11-02
First Bancorp, Inc
135$6.9K0.0%ValueVery LowDamariscotta, ME2026-10-26
Golden State Wealth Management, LLC
118$6.0K0.0%ETFMediumSanta Ana, CA2026-11-02
USA Financial Formulas
105$5.4K0.0%ETFVery HighAda, MI2026-10-16
Next Level Wealth Planning, LLC
97$5.0K0.0%ETFVery LowMeridian, ID2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
84$4.3K0.0%GrowthMediumIndianapolis, IN2026-10-14
Provident Wealth Management, LLC
64$3.2K0.0%ETFVery LowBrentwood, TN2026-10-20
Ashton Thomas Securities, LLC
60$3.1K0.0%ETFMediumRochester, NY2026-10-26
Beacon Capital Management, Inc.
54$2.8K0.0%ETFMediumDayton, OH2026-10-13
Quest 10 Wealth Builders, Inc.
43$2.2K0.0%ETFLowFuquay-Varina, VA2026-11-02
Pinnacle Wealth Planning Services, Inc.
38$1.9K0.0%GARPLowMansfield, OH2026-10-27
Bank of New Hampshire
25$1.3K0.0%CoreLowLaconia, NH2026-10-06
City State Bank
21$1.1K0.0%GrowthVery LowNorwalk, IA2026-10-20
MJT & Associates Financial Advisory Group, Inc.
6$3070.0%ETFLowMontevideo, MN2026-10-07
Bear Mountain Capital, Inc.
4$2040.0%ETFLowSeattle, WA2026-11-04
Cullen T Bankers, Inc.
0$100.0%GrowthLowSan Antonio, TX2026-10-28
Signaturefd, LLC
0$200.0%IndexLowAtlanta, GA2026-10-23