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Ishares US Smallcap Equity F (SMLF)

CUSIP: 46434V290 | NYSE | 521 institutional holders

Quarters

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

Acropolis Investment Management, LLC980,722
3.3% of portfolio›$81.9M
Annex Advisory Services, LLC702,146
1.0% of portfolio›$58.7M
Vantagepoint Investment Advisers LLC644,804
0.4% of portfolio›$53.9M
Cornerstone Planning Group LLC493,412
5.2% of portfolio›$42.1M
Financial Management Professionals, Inc.477,122
3.8% of portfolio›$39.9M
Ullmann Wealth Partners Group, LLC419,817
3.1% of portfolio›$35.1M
Cambridge Investment Research Advisors, Inc.404,230
0.0% of portfolio›$33.8K
Pacific Center for Financial Services378,857
6.6% of portfolio›$31.7M
Commonwealth Equity Services, LLC315,327
0.0% of portfolio›$26.3M
Fox Financial, Inc274,455
16.4% of portfolio›$22.9M
Reston Wealth Management LLC258,441
5.9% of portfolio›$21.6M
Integrity Alliance, Llc.257,974
0.7% of portfolio›$21.6M
YHB Investment Advisors, Inc.229,923
1.2% of portfolio›$19.2M
Family Office Research LLC205,977
6.6% of portfolio›$17.2M
Sound Income Strategies, LLC183,849
0.7% of portfolio›$15.6M
PTM Wealth Management, LLC165,021
6.0% of portfolio›$14.1M
Weil Company, Inc.137,431
2.0% of portfolio›$11.5M
Park Avenue Securities LLC130,731
0.0% of portfolio›$10.9K
Redhawk Wealth Advisors, Inc.128,282
1.1% of portfolio›$10.7M
Denver PWM, LLC113,867
3.2% of portfolio›$9.5M
Exchange Traded Concepts, LLC109,627
0.0% of portfolio›$9.2M
Wingate Wealth Advisors, Inc.109,493
3.8% of portfolio›$9.1M
Schmidt P J Investment Management Inc107,936
1.4% of portfolio›$9.0M
Truist Financial Corp107,389
0.0% of portfolio›$9.0M
Kestra Advisory Services, LLC99,221
0.0% of portfolio›$8.3M
Wealth Enhancement Trust Services, Inc.94,299
0.8% of portfolio›$7.9M
Ddfg, Inc88,394
1.5% of portfolio›$7.4M
Cora Capital Advisors LLC87,940
1.9% of portfolio›$7.3M
Wealthcare Advisory Partners LLC87,715
0.1% of portfolio›$7.3M
FMA Wealth Management, LLC74,269
3.9% of portfolio›$6.2M
GEM Asset Management, LLC69,723
2.3% of portfolio›$5.8M
Perigon Wealth Management, LLC68,468
0.1% of portfolio›$5.7M
Stonebridge Financial Group, LLC65,813
0.4% of portfolio›$5.5M
Diversify Advisory Services, LLC64,842
0.1% of portfolio›$5.5M
Diversify Wealth Management, LLC64,842
0.1% of portfolio›$5.5M
Beirne Wealth Consulting Services, LLC60,818
1.0% of portfolio›$5.1M
Santori & Peters, Inc.58,854
1.3% of portfolio›$4.9M
Farther Finance Advisors, LLC56,683
0.0% of portfolio›$4.7M
Live Oak Investment Partners56,678
2.6% of portfolio›$4.7M
D.A. Davidson & Co.54,505
0.0% of portfolio›$4.6M
Premier Path Wealth Partners, LLC52,020
0.5% of portfolio›$4.3M
Williams Financial, LLC51,458
2.2% of portfolio›$4.3M
Signal Advisors Wealth, LLC51,312
0.2% of portfolio›$4.3M
Novem Group47,785
0.4% of portfolio›$4.0M
Apollon Financial, LLC47,575
0.5% of portfolio›$4.0M
Thrivent Financial for Lutherans42,482
0.0% of portfolio›$3.6M
Ascent Wealth Partners, LLC41,275
0.3% of portfolio›$3.4M
Flagship Private Wealth, LLC34,762
1.0% of portfolio›$2.9M
Parkside Financial Bank & Trust34,143
0.2% of portfolio›$2.9M
Harbor Asset Planning, Inc.33,794
2.1% of portfolio›$2.8M
Phillips Financial Management, LLC33,541
0.2% of portfolio›$2.8M
MY Wealth Management Inc.31,385
1.9% of portfolio›$2.6M
Elevate Capital Advisors, LLC30,674
1.5% of portfolio›$2.6M
Montag A & Associates Inc29,500
0.1% of portfolio›$2.5M
BFI Wealth Solutions, LLC27,883
1.6% of portfolio›$2.3M
Cyndeo Wealth Partners, LLC26,421
0.1% of portfolio›$2.2M
Guidance Capital, Inc25,213
0.5% of portfolio›$2.2M
Meridian Wealth Management, LLC23,206
0.1% of portfolio›$1.9M
Westover Capital Advisors, LLC22,210
0.3% of portfolio›$1.9M
J.W. Cole Advisors, Inc.21,675
0.0% of portfolio›$1.8M
Wedmont Private Capital21,170
0.0% of portfolio›$1.8M
US Bancorp \de\20,148
0.0% of portfolio›$1.7M
Wealth Enhancement Advisory Services, LLC19,559
0.0% of portfolio›$1.7M
Redwood Financial Network Corp16,793
0.8% of portfolio›$1.4M
Fifth Third Bancorp15,683
0.0% of portfolio›$1.3M
Integrity Advisory Solutions, LLC15,490
0.1% of portfolio›$1.3M
Planning Strategies Inc.14,655
0.7% of portfolio›$1.2M
Plancorp, LLC13,991
0.0% of portfolio›$1.2M
Parsons Capital Management Inc13,449
0.0% of portfolio›$1.1M
Cassilly Financial Group LLC12,275
0.7% of portfolio›$1.0M
Landmark Wealth Management, Inc.12,020
0.3% of portfolio›$1.0M
Hibernia Wealth Partners, LLC11,882
0.5% of portfolio›$992.9K
Concurrent Investment Advisors, LLC11,239
0.0% of portfolio›$939.1K
Dynamic Wealth Strategies, LLC11,005
0.5% of portfolio›$919.6K
Kestra Private Wealth Services, LLC10,983
0.0% of portfolio›$917.7K
Creative Planning10,858
0.0% of portfolio›$907.2K
RHS Financial, LLC10,560
0.3% of portfolio›$882.4K
Ascentis Independent Advisors9,999
0.0% of portfolio›$835.5K
Daymark Wealth Partners, LLC9,972
0.0% of portfolio›$833.3K
Capital Advisors, Ltd. LLC9,813
0.0% of portfolio›$820
Thayer Financial, L.L.C.9,748
0.7% of portfolio›$820.9K
Washington Trust Co9,642
0.0% of portfolio›$805.7K
BAM Wealth Management, LLC9,607
0.4% of portfolio›$802.8K
Roof Eidam Maycock Peralta, LLC9,273
0.1% of portfolio›$774.9K
Selby Wealth Management, LLC8,458
0.2% of portfolio›$706.7K
LifeGoal Investments, LLC7,956
0.2% of portfolio›$664.8K
Kendall Capital Management7,770
0.1% of portfolio›$649.3K
BKM Wealth Management, LLC7,483
0.2% of portfolio›$625.3K
Sigma Planning Corp7,081
0.0% of portfolio›$548.2K
Berkeley, Inc6,796
0.2% of portfolio›$567.9K
Destiny Wealth Partners, LLC5,872
0.1% of portfolio›$502.3K
Apollon Wealth Management, LLC5,618
0.0% of portfolio›$469.4K
Capital Square, LLC5,515
0.2% of portfolio›$460.9K
Ergawealth Advisors, Inc.5,412
0.2% of portfolio›$452.2K
SteelPeak Wealth, LLC5,177
0.0% of portfolio›$432.6K
Lewis Asset Management, LLC5,165
0.1% of portfolio›$431.6K
Weaver Consulting Group5,160
0.1% of portfolio›$431.2K
Signature Estate & Investment Advisors LLC5,134
0.0% of portfolio›$429.0K
Dynamic Advisor Solutions LLC5,047
0.0% of portfolio›$421.7K
Aurora Private Wealth, Inc.4,490
0.0% of portfolio›$375
JGP Wealth Management, LLC4,331
0.0% of portfolio›$361.9K
Grey Fox Wealth Advisors, LLC4,277
0.1% of portfolio›$357.4K
Mascagni Wealth Management, Inc.4,179
0.2% of portfolio›$349.2K
Choreo, LLC3,963
0.0% of portfolio›$331.1K
SeaBridge Investment Advisors LLC3,937
0.0% of portfolio›$329.0K
Ballast Rock Private Wealth LLC3,772
0.1% of portfolio›$315.2K
Tranquility Partners, LLC3,729
0.1% of portfolio›$311.6K
RMR Wealth Builders3,705
0.0% of portfolio›$309.6K
Focused Alpha, LLC3,616
0.1% of portfolio›$302.2K
Compound Planning, Inc.3,614
0.0% of portfolio›$302.0K
Wealth Preservation Advisors, LLC3,532
0.1% of portfolio›$295.1K
KDK Private Wealth Management, LLC3,503
0.2% of portfolio›$292.7K
Helium Advisors LLC3,147
0.2% of portfolio›$263.0K
Journey Advisory Group, LLC3,111
0.0% of portfolio›$260.0K
Focus Financial Network, Inc.3,029
0.0% of portfolio›$253.1K
Facet Wealth, Inc.2,775
0.0% of portfolio›$231.9K
Atria Investments, Inc2,716
0.0% of portfolio›$227.0K
Western Financial Corp2,572
0.1% of portfolio›$215.0K
HB Wealth Management, LLC2,426
0.0% of portfolio›$202.7K
Bell Investment Advisors, Inc1,543
0.0% of portfolio›$128.9K
Comprehensive Financial Planning, Inc.1,469
0.1% of portfolio›$122.8K
Private Trust Co NA1,360
0.0% of portfolio›$113.6K
Root Financial Partners, LLC1,205
0.0% of portfolio›$100.7K
Central Trust Co1,103
0.0% of portfolio›$92.2K
James T. Borello RIA1,035
0.0% of portfolio›$86.5K
Cullen T Bankers, Inc.1,035
0.0% of portfolio›$86.5K
SYM Financial Corp815
0.0% of portfolio›$68.1K
Monetary Solutions, Ltd795
0.1% of portfolio›$66.4K
Polaris Financial Partners616
0.0% of portfolio›$84
Buck Wealth Strategies, LLC565
0.0% of portfolio›$47.2K
Mosley Wealth Management535
0.0% of portfolio›$45.3K
Creative Financial Designs Inc520
0.0% of portfolio›$43.5K
IFP Advisors, Inc450
0.0% of portfolio›$37.6K
Triumph Capital Management390
0.0% of portfolio›$32.6K
Abound Wealth Management375
0.0% of portfolio›$31.3K
Parallel Advisors, LLC359
0.0% of portfolio›$30.0K
AlphaCore Capital LLC307
0.0% of portfolio›$25.7K
Pittenger & Anderson Inc212
0.0% of portfolio›$17.7K
Cherry Tree Wealth Management, LLC201
0.0% of portfolio›$16.8K
Versant Capital Management, Inc200
0.0% of portfolio›$16.7K
Wolff Wiese Magana LLC180
0.0% of portfolio›$15.0K
Plante Moran Financial Advisors, LLC172
0.0% of portfolio›$14.4K
Concord Wealth Partners122
0.0% of portfolio›$10.2K
Financial Consulate, Inc120
0.0% of portfolio›$10.0K
Caldwell Trust Co103
0.0% of portfolio›$8.6K
Assetmark, Inc95
0.0% of portfolio›$7.9K
Asset Dedication, LLC88
0.0% of portfolio›$7.4K
Glass Jacobson Investment Advisors llc84
0.0% of portfolio›$7.0K
Barrett & Company, Inc.72
0.0% of portfolio›$6.0K
Latitude Advisors, LLC59
0.0% of portfolio›$4.9K
Signature Resources Capital Management, LLC57
0.0% of portfolio›$4.8K
Nfsg Corp50
0.0% of portfolio›$4.2K
Costello Asset Management, Inc41
0.0% of portfolio›$3.4K
Central Pacific Bank - Trust Division36
0.0% of portfolio›$3.0K
Community Financial Services Group, LLC18
0.0% of portfolio›$1.5K
Citigroup Inc18
0.0% of portfolio›$1.5K
Capital Investment Advisory Services, LLC8
0.0% of portfolio›$668
StyleTurnoverLocationFiled
Acropolis Investment Management, LLC
980,722$81.9M3.3%ETFLowSt. Louis, MO2026-10-08
Annex Advisory Services, LLC
702,146$58.7M1.0%GrowthHighBrookfield, WI2026-10-16
Vantagepoint Investment Advisers LLC
644,804$53.9M0.4%ETFVery LowWashington, DC2026-10-26
Cornerstone Planning Group LLC
493,412$42.1M5.2%ETFMediumFairfield, NJ2026-10-16
Financial Management Professionals, Inc.
477,122$39.9M3.8%ETFMediumAustin, TX2026-10-23
Ullmann Wealth Partners Group, LLC
419,817$35.1M3.1%ETFLowJacksonville Beach, FL2026-11-02
Cambridge Investment Research Advisors, Inc.
404,230$33.8K0.0%ETFLowFairfield, IA2026-11-02
Pacific Center for Financial Services
378,857$31.7M6.6%ETFMediumDanville, CA2026-10-15
Commonwealth Equity Services, LLC
315,327$26.3M0.0%ETFLowWaltham, MA2026-11-02
Fox Financial, Inc
274,455$22.9M16.4%ETFVery LowWyomissing, PA2026-10-29
Reston Wealth Management LLC
258,441$21.6M5.9%ETFLowReston, VA2026-10-29
Integrity Alliance, Llc.
257,974$21.6M0.7%ETFMediumUrbandale, IA2026-10-29
YHB Investment Advisors, Inc.
229,923$19.2M1.2%GrowthLowWest Hartford, CT2026-10-08
Family Office Research LLC
205,977$17.2M6.6%ETFLowBethesda, MD2026-10-14
Sound Income Strategies, LLC
183,849$15.6M0.7%YieldMediumFt Lauderdale, FL2026-10-09
PTM Wealth Management, LLC
165,021$14.1M6.0%ETFLowNorth Wales, PA2026-10-23
Weil Company, Inc.
137,431$11.5M2.0%ETFLowSan Diego, CA2026-10-14
Park Avenue Securities LLC
130,731$10.9K0.0%ETFMediumNew York, NY2026-10-26
Redhawk Wealth Advisors, Inc.
128,282$10.7M1.1%ETFHighMinneapolis, MN2026-10-14
Denver PWM, LLC
113,867$9.5M3.2%ETFLowDenver, CO2026-10-22
Exchange Traded Concepts, LLC
109,627$9.2M0.0%GrowthMediumOklahoma City, OK2026-10-28
Wingate Wealth Advisors, Inc.
109,493$9.1M3.8%ETFVery LowLexington, MA2026-10-26
Schmidt P J Investment Management Inc
107,936$9.0M1.4%GrowthVery LowCedarburg, WI2026-11-02
Truist Financial Corp
107,389$9.0M0.0%CoreLowCharlotte, NC2026-10-30
Kestra Advisory Services, LLC
99,221$8.3M0.0%CoreLowAustin, TX2026-11-02
Wealth Enhancement Trust Services, Inc.
94,299$7.9M0.8%GrowthMediumSioux Falls, SD2026-10-07
Ddfg, Inc
88,394$7.4M1.5%ETFLowThousand Oaks, CA2026-10-15
Cora Capital Advisors LLC
87,940$7.3M1.9%ETFLowMarlton, NJ2026-11-02
Wealthcare Advisory Partners LLC
87,715$7.3M0.1%ETFLowWest Chester, PA2026-10-21
FMA Wealth Management, LLC
74,269$6.2M3.9%ETFVery LowDuxbury, MA2026-10-21
GEM Asset Management, LLC
69,723$5.8M2.3%ETFLowPlymouth, MI2026-10-13
Perigon Wealth Management, LLC
68,468$5.7M0.1%GrowthLowSan Francisco, CA2026-10-22
Stonebridge Financial Group, LLC
65,813$5.5M0.4%ETFMediumWormleysburg, PA2026-10-01
Diversify Advisory Services, LLC
64,842$5.5M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
64,842$5.5M0.1%GrowthMediumSandy, UT2026-10-20
Beirne Wealth Consulting Services, LLC
60,818$5.1M1.0%ETFLowShelton, CT2026-10-19
Santori & Peters, Inc.
58,854$4.9M1.3%GrowthVery LowCanonsburg, PA2026-10-26
Farther Finance Advisors, LLC
56,683$4.7M0.0%IndexLowSan Francisco, CA2026-10-08
Live Oak Investment Partners
56,678$4.7M2.6%ETFMediumAustin, TX2026-10-23
D.A. Davidson & Co.
54,505$4.6M0.0%CoreLowGreat Falls, MT2026-10-28
Premier Path Wealth Partners, LLC
52,020$4.3M0.5%GrowthMediumMadison, NJ2026-10-16
Williams Financial, LLC
51,458$4.3M2.2%ETFMediumNorth Bennington, VT2026-10-19
Signal Advisors Wealth, LLC
51,312$4.3M0.2%ETFLowDetroit, MI2026-10-13
Novem Group
47,785$4.0M0.4%ETFMediumRochester, NY2026-10-19
Apollon Financial, LLC
47,575$4.0M0.5%ETFVery LowMount Pleasant, SC2026-10-23
Thrivent Financial for Lutherans
42,482$3.6M0.0%GARPMediumMinneapolis, MN2026-11-05
Ascent Wealth Partners, LLC
41,275$3.4M0.3%GrowthLowNew Hartford, NY2026-10-23
Flagship Private Wealth, LLC
34,762$2.9M1.0%ETFLowWoburn, MA2026-11-05
Parkside Financial Bank & Trust
34,143$2.9M0.2%CoreVery LowSaint Louis, MO2026-10-27
Harbor Asset Planning, Inc.
33,794$2.8M2.1%ETFVery LowBelmont, MA2026-10-23
Phillips Financial Management, LLC
33,541$2.8M0.2%ETFVery LowFort Wayne, IN2026-10-19
MY Wealth Management Inc.
31,385$2.6M1.9%ETFVery HighGermantown, MD2026-10-21
Elevate Capital Advisors, LLC
30,674$2.6M1.5%ValueHighEagle, CO2026-11-02
Montag A & Associates Inc
29,500$2.5M0.1%CoreLowAtlanta, GA2026-10-29
BFI Wealth Solutions, LLC
27,883$2.3M1.6%ETFLowDallas, TX2026-10-16
Cyndeo Wealth Partners, LLC
26,421$2.2M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Guidance Capital, Inc
25,213$2.2M0.5%ETFMediumLousville, KY2026-11-03
Meridian Wealth Management, LLC
23,206$1.9M0.1%GrowthLowLexington, KY2026-11-05
Westover Capital Advisors, LLC
22,210$1.9M0.3%MomentumLowWilmington, DE2026-10-26
J.W. Cole Advisors, Inc.
21,675$1.8M0.0%IndexLowTampa, FL2026-11-05
Wedmont Private Capital
21,170$1.8M0.0%IndexVery LowWest Chester, PA2026-10-09
US Bancorp \de\
20,148$1.7M0.0%IndexLowMinneapolis, MN2026-11-05
Wealth Enhancement Advisory Services, LLC
19,559$1.7M0.0%CoreLowPlymouth, MN2026-10-13
Redwood Financial Network Corp
16,793$1.4M0.8%ETFLowSolon, OH2026-11-03
Fifth Third Bancorp
15,683$1.3M0.0%IndexVery LowCincinnati, OH2026-11-05
Integrity Advisory Solutions, LLC
15,490$1.3M0.1%ETFMediumDallas, TX2026-10-29
Planning Strategies Inc.
14,655$1.2M0.7%ETFN/ALancaster, PA2026-10-02
Plancorp, LLC
13,991$1.2M0.0%ETFLowSaint Louis, MO2026-11-03
Parsons Capital Management Inc
13,449$1.1M0.0%CoreLowProvidence, RI2026-10-28
Cassilly Financial Group LLC
12,275$1.0M0.7%ETFLowSeverna Park, MD2026-10-07
Landmark Wealth Management, Inc.
12,020$1.0M0.3%ETFLowNormal, IL2026-11-04
Hibernia Wealth Partners, LLC
11,882$992.9K0.5%ETFVery LowBaton Rouge, LA2026-10-29
Concurrent Investment Advisors, LLC
11,239$939.1K0.0%GrowthMediumTampa, FL2026-10-16
Dynamic Wealth Strategies, LLC
11,005$919.6K0.5%ETFLowGranite Bay, CA2026-10-16
Kestra Private Wealth Services, LLC
10,983$917.7K0.0%GrowthLowAustin, TX2026-10-30
Creative Planning
10,858$907.2K0.0%IndexVery LowOverland Park, KS2026-11-02
RHS Financial, LLC
10,560$882.4K0.3%ETFMediumSan Francisco, CA2026-10-13
Ascentis Independent Advisors
9,999$835.5K0.0%ETFLowDallas, TX2026-11-03
Daymark Wealth Partners, LLC
9,972$833.3K0.0%CoreLowCincinnati, OH2026-11-04
Capital Advisors, Ltd. LLC
9,813$8200.0%ETFLowShaker Heights, OH2026-10-27
Thayer Financial, L.L.C.
9,748$820.9K0.7%ETFMediumHickory, NC2026-10-21
Washington Trust Co
9,642$805.7K0.0%GrowthVery LowWesterly, RI2026-10-22
BAM Wealth Management, LLC
9,607$802.8K0.4%ETFHighLakewood, CO2026-10-15
Roof Eidam Maycock Peralta, LLC
9,273$774.9K0.1%ETFVery LowSan Francisco, CA2026-10-15
Selby Wealth Management, LLC
8,458$706.7K0.2%ETFVery LowEmeryville, CA2026-10-16
LifeGoal Investments, LLC
7,956$664.8K0.2%ETFLowSaratoga Springs, NY2026-10-09
Kendall Capital Management
7,770$649.3K0.1%GARPLowRockville, MD2026-10-23
BKM Wealth Management, LLC
7,483$625.3K0.2%GrowthLowBrookfield, WI2026-10-22
Sigma Planning Corp
7,081$548.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Berkeley, Inc
6,796$567.9K0.2%CoreLowBoise, ID2026-10-20
Destiny Wealth Partners, LLC
5,872$502.3K0.1%ETFMediumTavares, FL2026-11-05
Apollon Wealth Management, LLC
5,618$469.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
Capital Square, LLC
5,515$460.9K0.2%YieldMediumAthens, TN2026-10-19
Ergawealth Advisors, Inc.
5,412$452.2K0.2%ETFMediumOak Brook, IL2026-10-21
SteelPeak Wealth, LLC
5,177$432.6K0.0%GrowthHighWoodland Hills, CA2026-10-16
Lewis Asset Management, LLC
5,165$431.6K0.1%GrowthLowLafayette, CA2026-10-14
Weaver Consulting Group
5,160$431.2K0.1%ETFLowHuntington Beach, CA2026-10-07
Signature Estate & Investment Advisors LLC
5,134$429.0K0.0%ETFMediumLos Angeles, CA2026-10-13
Dynamic Advisor Solutions LLC
5,047$421.7K0.0%ETFLowPhoenix, AZ2026-10-13
Aurora Private Wealth, Inc.
4,490$3750.0%ETFLowRockaway, NJ2026-10-20
JGP Wealth Management, LLC
4,331$361.9K0.0%CoreLowBend, OR2026-10-13
Grey Fox Wealth Advisors, LLC
4,277$357.4K0.1%ETFLowRockland, DE2026-11-03
Mascagni Wealth Management, Inc.
4,179$349.2K0.2%ETFLowClinton, MS2026-10-23
Choreo, LLC
3,963$331.1K0.0%IndexLowRockford, IL2026-10-28
SeaBridge Investment Advisors LLC
3,937$329.0K0.0%GrowthMediumSummit, NJ2026-11-02
Ballast Rock Private Wealth LLC
3,772$315.2K0.1%ETFMediumCharleston, SC2026-10-26
Tranquility Partners, LLC
3,729$311.6K0.1%CoreLowBrentwood, TN2026-10-20
RMR Wealth Builders
3,705$309.6K0.0%ETFLowMontclair, NJ2026-10-22
Focused Alpha, LLC
3,616$302.2K0.1%CoreMediumDenver, CO2026-10-20
Compound Planning, Inc.
3,614$302.0K0.0%CoreLowNew York, NY2026-11-05
Wealth Preservation Advisors, LLC
3,532$295.1K0.1%CoreLowChattanooga, TN2026-11-05
KDK Private Wealth Management, LLC
3,503$292.7K0.2%ETFVery LowHouston, TX2026-11-03
Helium Advisors LLC
3,147$263.0K0.2%ETFLowVancouver, WA2026-10-23
Journey Advisory Group, LLC
3,111$260.0K0.0%CoreMediumCovington, KY2026-11-04
Focus Financial Network, Inc.
3,029$253.1K0.0%ETFLowMinneapolis, MN2026-10-14
Facet Wealth, Inc.
2,775$231.9K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Atria Investments, Inc
2,716$227.0K0.0%CoreMediumCharlotte, NC2026-10-15
Western Financial Corp
2,572$215.0K0.1%MomentumHighSan Diego, CA2026-10-14
HB Wealth Management, LLC
2,426$202.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Bell Investment Advisors, Inc
1,543$128.9K0.0%ETFVery LowOrinda, CA2026-10-29
Comprehensive Financial Planning, Inc.
1,469$122.8K0.1%Agg GrowthLowEast Petersburg, PA2026-10-27
Private Trust Co NA
1,360$113.6K0.0%CoreLowCleveland, OH2026-10-20
Root Financial Partners, LLC
1,205$100.7K0.0%ETFMediumEncinitas, CA2026-10-21
Central Trust Co
1,103$92.2K0.0%CoreLowJefferson City, MO2026-11-05
James T. Borello RIA
1,035$86.5K0.0%ETFVery LowEast Dundee, IL2026-10-16
Cullen T Bankers, Inc.
1,035$86.5K0.0%GrowthLowSan Antonio, TX2026-10-28
SYM Financial Corp
815$68.1K0.0%ETFVery LowWinona Lake, IN2026-10-26
Monetary Solutions, Ltd
795$66.4K0.1%ETFVery LowDayton, OH2026-10-22
Polaris Financial Partners
616$840.0%GrowthN/AWesterville, OH2026-10-02
Buck Wealth Strategies, LLC
565$47.2K0.0%ValueMediumDenver, CO2026-10-28
Mosley Wealth Management
535$45.3K0.0%ETFHighAnaheim, CA2026-10-16
Creative Financial Designs Inc
520$43.5K0.0%ETFMediumKokomo, IN2026-11-04
IFP Advisors, Inc
450$37.6K0.0%GrowthLowTampa, FL2026-10-16
Triumph Capital Management
390$32.6K0.0%ETFMediumDenver, CO2026-10-14
Abound Wealth Management
375$31.3K0.0%ETFVery LowFranklin, TN2026-10-26
Parallel Advisors, LLC
359$30.0K0.0%IndexLowSan Francisco, CA2026-11-03
AlphaCore Capital LLC
307$25.7K0.0%ETFLowLa Jolla, CA2026-11-04
Pittenger & Anderson Inc
212$17.7K0.0%CoreLowLincoln, NE2026-11-02
Cherry Tree Wealth Management, LLC
201$16.8K0.0%ETFVery LowMinnetonka, MN2026-10-15
Versant Capital Management, Inc
200$16.7K0.0%GARPLowPhoenix, AZ2026-10-02
Wolff Wiese Magana LLC
180$15.0K0.0%GrowthLowCarslbad, CA2026-10-15
Plante Moran Financial Advisors, LLC
172$14.4K0.0%ETFVery LowSouthfield, MI2026-11-04
Concord Wealth Partners
122$10.2K0.0%GrowthLowAbingdon, VA2026-11-02
Financial Consulate, Inc
120$10.0K0.0%ETFLowHunt Valley, MD2026-10-23
Caldwell Trust Co
103$8.6K0.0%GrowthLowVenice, FL2026-10-30
Assetmark, Inc
95$7.9K0.0%ETFLowConcord, CA2026-10-21
Asset Dedication, LLC
88$7.4K0.0%ETFLowSan Francisco, CA2026-11-03
Glass Jacobson Investment Advisors llc
84$7.0K0.0%ETFLowOwings Mills, MD2026-10-26
Barrett & Company, Inc.
72$6.0K0.0%ETFLowProvidence, RI2026-10-22
Latitude Advisors, LLC
59$4.9K0.0%ETFLowYorkville, IL2026-10-27
Signature Resources Capital Management, LLC
57$4.8K0.0%ETFLowNewport Beach, CA2026-10-16
Nfsg Corp
50$4.2K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Costello Asset Management, Inc
41$3.4K0.0%CoreLowFeasterville, PA2026-10-30
Central Pacific Bank - Trust Division
36$3.0K0.0%CoreMediumHonolulu, HI2026-10-06
Community Financial Services Group, LLC
18$1.5K0.0%GrowthLowNewport, VT2026-10-15
Citigroup Inc
18$1.5K0.0%CoreMediumNew York, NY2026-11-04
Capital Investment Advisory Services, LLC
8$6680.0%CoreMediumRaleigh, NC2026-10-30