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Ishares 0-5 YR HY Corp Bond (SHYG)

CUSIP: 46434V407 | NYSE | 1613 institutional holders

Quarters

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

Assetmark, Inc14,009,554
1.0% of portfolio›$577.9M
Japan Science & Technology Agency4,450,000
3.3% of portfolio›$183.6M
Commonwealth Equity Services, LLC1,979,045
0.1% of portfolio›$81.6M
Arch Capital Group Ltd.1,531,250
21.9% of portfolio›$63.2M
Bank of New York Mellon Corp1,193,898
0.0% of portfolio›$49.2M
Allspring Global Investments Holdings, LLC924,561
0.1% of portfolio›$38.1M
Sound Income Strategies, LLC760,280
1.4% of portfolio›$31.3M
Gibbs Wealth Management622,219
2.7% of portfolio›$25.7M
High Probability Advisors, LLC597,162
2.8% of portfolio›$24.6M
Creative Planning575,550
0.0% of portfolio›$23.7M
Park Avenue Securities LLC528,475
0.0% of portfolio›$21.8K
Matthew Goff Investment Advisor, LLC505,854
3.1% of portfolio›$20.9M
BlueSky Wealth Advisors, LLC479,783
2.3% of portfolio›$19.8M
Atwood & Palmer Inc473,032
1.0% of portfolio›$19.5M
Ninety One UK Ltd439,879
0.0% of portfolio›$18.1M
MGO One Seven LLC392,434
0.3% of portfolio›$16.2M
Kestra Advisory Services, LLC361,881
0.0% of portfolio›$14.9M
Truist Financial Corp357,860
0.0% of portfolio›$14.8M
Sweeney & Michel, LLC340,550
3.7% of portfolio›$14.0M
Foronjy Financial LLC335,265
4.9% of portfolio›$13.8M
S&A Financial Services, Inc.283,072
7.2% of portfolio›$11.7M
Peak Financial Management, Inc.280,963
2.6% of portfolio›$11.6M
Powers Advisory Group, LLC271,105
3.4% of portfolio›$11.2M
Verdence Capital Advisors LLC266,886
0.5% of portfolio›$11.0M
Freestate Advisors LLC263,228
8.4% of portfolio›$10.9M
Gerber Kawasaki Wealth & Investment Management256,624
0.3% of portfolio›$10.6M
Kitching Partners, LLC241,301
7.5% of portfolio›$10.0M
Investment Partners, Ltd.238,250
1.5% of portfolio›$9.8M
Portside Wealth Group, LLC235,370
1.1% of portfolio›$9.7M
Ascent Group, LLC234,350
0.3% of portfolio›$9.7M
Twelve Points Wealth Management LLC216,416
1.7% of portfolio›$8.9M
Curtis Advisory Group, LLC210,022
1.6% of portfolio›$8.7M
Cadent Capital Advisors, LLC199,413
1.8% of portfolio›$8.2M
Hudock, Inc.191,704
1.0% of portfolio›$7.9M
Towercrest Capital Management186,235
1.1% of portfolio›$7.7M
Avior Wealth Management, LLC181,784
0.2% of portfolio›$7.5M
Livet Wealth, LLC177,592
4.1% of portfolio›$7.3M
Redhawk Wealth Advisors, Inc.177,516
0.7% of portfolio›$7.3M
Smith Salley Wealth Management171,963
0.3% of portfolio›$7.1M
Cambridge Investment Research Advisors, Inc.163,865
0.0% of portfolio›$6.8K
Manske Wealth Management162,145
1.6% of portfolio›$6.7M
Alliance Wealth Management Group150,618
1.2% of portfolio›$6.2M
Sigma Investment Counselors Inc149,933
0.3% of portfolio›$6.2M
Integrity Alliance, Llc.149,635
0.2% of portfolio›$6.2M
Independent Solutions Wealth Management, LLC148,407
0.8% of portfolio›$6.1M
Courier Capital LLC144,379
0.3% of portfolio›$6.0M
Wealth Enhancement Advisory Services, LLC140,094
0.0% of portfolio›$5.8M
Friedenthal Financial133,222
2.4% of portfolio›$5.5M
Shelter Rock Management, LLC132,225
5.1% of portfolio›$5.4M
Level Financial Advisors121,975
1.1% of portfolio›$5.0M
Flavin Financial Services, Inc.121,255
2.7% of portfolio›$5.0M
Jmac Enterprises LLC120,008
0.8% of portfolio›$5.0M
Kestra Private Wealth Services, LLC115,026
0.1% of portfolio›$4.7M
BridgePort Financial Solutions, LLC113,307
1.1% of portfolio›$4.7M
StoneX Group Inc.105,999
0.2% of portfolio›$4.4M
Adell Harriman & Carpenter Inc105,363
0.2% of portfolio›$4.3M
Fulton Breakefield Broenniman LLC93,746
0.2% of portfolio›$3.9M
City Holding Co88,466
0.4% of portfolio›$3.6M
Old National Bancorp86,039
0.1% of portfolio›$3.5M
Mirae Asset Global Investments Co., Ltd.85,460
0.0% of portfolio›$3.5M
Client First Capital LLC84,876
1.4% of portfolio›$3.5M
Diversified Enterprises, LLC84,003
0.2% of portfolio›$3.5M
Center For Asset Management LLC82,622
1.5% of portfolio›$3.4M
Sovran Advisors, LLC81,534
0.2% of portfolio›$3.4M
Pension & Wealth Management Advisors, Inc.81,417
0.8% of portfolio›$3.4M
Endowment Wealth Management, Inc.80,474
1.1% of portfolio›$3.3M
Future Financial Wealth Managment LLC79,058
2.0% of portfolio›$3.3M
Essex LLC75,512
0.5% of portfolio›$3.1M
Parcion Private Wealth LLC74,343
0.2% of portfolio›$3.1M
Regions Financial Corp69,546
0.0% of portfolio›$2.9M
TigerOak Management, L.L.C.69,317
0.7% of portfolio›$2.9M
Virtue Capital Management, LLC67,193
0.4% of portfolio›$2.8M
Apollon Wealth Management, LLC67,126
0.0% of portfolio›$2.8M
Farther Finance Advisors, LLC67,061
0.0% of portfolio›$2.8M
Rosenberg Matthew Hamilton66,659
0.5% of portfolio›$2.7M
Perigon Wealth Management, LLC66,319
0.0% of portfolio›$2.7M
Chicago Partners Investment Group LLC65,635
0.0% of portfolio›$2.7M
Etesian Wealth Advisors, Inc.64,108
0.8% of portfolio›$2.6M
Sigma Planning Corp63,299
0.1% of portfolio›$2.6M
Alterna Wealth Management, Inc61,074
1.4% of portfolio›$2.5M
Sumitomo Mitsui Trust Group, Inc.59,813
0.0% of portfolio›$2.5M
Ticino Wealth57,566
0.7% of portfolio›$2.4M
Cordoba Advisory Partners LLC54,820
0.3% of portfolio›$2.3M
Squire Investment Management Company, LLC53,987
0.5% of portfolio›$2.2M
Thrive Capital Management, LLC52,721
0.4% of portfolio›$2.2M
1834 Investment Advisors Co52,352
0.2% of portfolio›$2.2M
First National Trust Co51,100
0.1% of portfolio›$2.1M
Diversify Wealth Management, LLC48,467
0.0% of portfolio›$2.0M
Diversify Advisory Services, LLC48,467
0.0% of portfolio›$2.0M
Guardian Asset Advisors, LLC45,408
0.8% of portfolio›$1.9M
Csenge Advisory Group44,494
0.1% of portfolio›$1.8M
Atria Investments, Inc41,185
0.0% of portfolio›$1.7M
Sanchez Gaunt Capital Management, LLC39,979
0.9% of portfolio›$1.6M
Elwood & Goetz Wealth Advisory Group, LLC39,944
0.2% of portfolio›$1.6M
Horizon Wealth Management, LLC39,684
0.2% of portfolio›$1.6M
Factor Wealth Management LTD37,744
0.2% of portfolio›$1.6M
Canvas Wealth Advisors, LLC37,614
0.2% of portfolio›$1.6M
TriaGen Wealth Management LLC37,060
0.4% of portfolio›$1.5M
Guidance Point Advisors, LLC36,784
0.3% of portfolio›$1.5M
Richardson Financial Services Inc.36,746
0.9% of portfolio›$1.5M
Balefire, LLC36,596
0.2% of portfolio›$1.5M
Sterling Investment Counsel, LLC36,490
0.3% of portfolio›$1.5M
IFP Advisors, Inc35,939
0.0% of portfolio›$1.5M
TFB Advisors LLC35,377
0.6% of portfolio›$1.5M
Western Financial Corp33,845
0.5% of portfolio›$1.4M
ARQ Wealth Advisors, LLC33,797
0.2% of portfolio›$1.4M
Prospera Financial Services Inc31,732
0.0% of portfolio›$1.3M
First Citizens Bank & Trust Co31,396
0.0% of portfolio›$1.3M
Columbia Bank31,218
0.3% of portfolio›$1.3M
D.A. Davidson & Co.30,588
0.0% of portfolio›$1.3M
IPG Investment Advisors LLC30,276
0.2% of portfolio›$1.2M
Ashton Thomas Private Wealth, LLC29,821
0.0% of portfolio›$1.2M
21 West Wealth Management LLC29,580
1.1% of portfolio›$1.2M
HCR Wealth Advisors29,516
0.1% of portfolio›$1.2M
Klaas Financial Asset Advisors, LLC29,287
0.2% of portfolio›$1.2M
Norden Group LLC29,246
0.1% of portfolio›$1.2M
Sage Advisory Services, Ltd.Co.28,650
0.6% of portfolio›$1.2M
Prime Capital Investment Advisors, LLC27,808
0.0% of portfolio›$1.1M
Independent Financial Group, LLC26,034
0.0% of portfolio›$1.1M
Axxcess Wealth Management, LLC25,738
0.0% of portfolio›$1.1M
JFS Wealth Advisors, LLC25,351
0.1% of portfolio›$1.0M
Pacific Excel Wealth Advisors, Inc.25,052
1.1% of portfolio›$1.0M
City Center Advisors, LLC24,996
0.8% of portfolio›$1.0M
Pinion Investment Advisors, LLC23,545
0.2% of portfolio›$971.2K
Advisor OS, LLC23,442
0.1% of portfolio›$967.0K
Financial Network Wealth Advisors LLC23,247
0.9% of portfolio›$958.9K
Rossby Financial, LCC23,206
0.1% of portfolio›$957.2K
Independent Wealth Network Inc.22,618
0.2% of portfolio›$933.0K
Blankinship & Foster, LLC22,188
0.2% of portfolio›$915.3K
First Hawaiian Bank22,073
0.1% of portfolio›$910.5K
Creative Financial Designs Inc20,936
0.0% of portfolio›$863.6K
Concurrent Investment Advisors, LLC20,914
0.0% of portfolio›$862.7K
Hunter Associates Investment Management LLC19,552
0.0% of portfolio›$810
Montecito Bank & Trust18,870
0.1% of portfolio›$778.4K
Dynamic Advisor Solutions LLC18,497
0.0% of portfolio›$763.0K
Claro Advisors Inc.18,353
0.1% of portfolio›$757.1K
Destiny Capital Corp17,127
0.3% of portfolio›$706.5K
Johnson Bixby & Associates, LLC17,106
0.1% of portfolio›$705.6K
Uptick Partners, LLC16,946
0.1% of portfolio›$699.0K
Courage Miller Partners, LLC16,774
0.2% of portfolio›$691.9K
Advisory Solutions Group, LLC16,620
0.1% of portfolio›$685.6K
Portus Wealth Advisors, LLC16,585
0.6% of portfolio›$684.1K
Private Trust Co NA16,403
0.1% of portfolio›$676.6K
Diversified Portfolios, Inc.16,300
0.0% of portfolio›$672.4K
RFG Advisory, LLC16,117
0.0% of portfolio›$664.8K
S.E.E.D. Planning Group LLC15,775
0.2% of portfolio›$650.7K
Kraematon Investment Advisors, Inc15,738
0.5% of portfolio›$649.2K
Patriot Investment Management Group, Inc.15,035
0.0% of portfolio›$620.2K
AlphaCore Capital LLC14,896
0.0% of portfolio›$614.5K
Advanced Asset Management Advisors Inc14,800
0.2% of portfolio›$610.5K
Vise Technologies, Inc.14,272
0.0% of portfolio›$588.7K
Root Financial Partners, LLC14,008
0.0% of portfolio›$577.8K
Meridian Wealth Management, LLC13,885
0.0% of portfolio›$572.8K
Waystone Advisors LLC13,821
0.4% of portfolio›$586.2K
Secure Asset Management, LLC13,498
0.1% of portfolio›$556.8K
Alliance Wealth Advisors, LLC13,218
0.1% of portfolio›$545.2K
Nilsine Partners, LLC13,155
0.0% of portfolio›$542.6K
Delta Wealth Advisors LLC13,140
0.4% of portfolio›$542.0K
Howard Wealth Management, LLC13,034
0.2% of portfolio›$537.7K
American Capital Advisory, LLC13,000
0.2% of portfolio›$536.3K
CWA Asset Management Group, LLC12,947
0.0% of portfolio›$534.1K
Central Pacific Bank - Trust Division12,820
0.1% of portfolio›$528.8K
Oppenheimer & Co Inc12,371
0.0% of portfolio›$510.3K
Beirne Wealth Consulting Services, LLC12,199
0.1% of portfolio›$503.3K
Lanark Financial, Inc.12,194
0.0% of portfolio›$503.0K
Rooted Wealth Advisors, Inc.12,180
0.1% of portfolio›$516.5K
Financial Management Network Inc12,167
0.1% of portfolio›$499.7K
Brookstone Capital Management12,161
0.0% of portfolio›$501.7K
Sheets Smith Wealth Management11,930
0.1% of portfolio›$492.1K
Portland Financial Advisors Inc11,549
0.8% of portfolio›$476.4K
Wespac Advisors, LLC11,419
0.2% of portfolio›$471.0K
Worth Financial Advisory Group, LLC11,312
0.2% of portfolio›$466.6K
Stewardship Advisors, LLC11,259
0.1% of portfolio›$464.4K
Integrity Advisory Solutions, LLC11,169
0.0% of portfolio›$460.7K
David Kennon Inc10,933
0.1% of portfolio›$451.0K
Signal Advisors Wealth, LLC10,642
0.0% of portfolio›$439.0K
Parallel Advisors, LLC10,485
0.0% of portfolio›$432.5K
Smith Chas P & Associates PA Cpas10,250
0.0% of portfolio›$420.7K
Baker Tilly Wealth Management, LLC10,172
0.1% of portfolio›$419.6K
Key Capital Management, Inc9,994
0.2% of portfolio›$413.0K
Globalt Investments LLC / GA9,931
0.0% of portfolio›$409.7K
Brindle & Bay Financial Advisors, LLC9,796
0.2% of portfolio›$404.1K
PKS Advisory Services, LLC9,641
0.1% of portfolio›$408.8K
WMG Financial Advisors, LLC9,385
0.1% of portfolio›$398.0K
GK Wealth Management LLC9,358
0.2% of portfolio›$386.0K
Insight Wealth Strategies, LLC9,355
0.0% of portfolio›$385.9K
Redwood Financial Network Corp8,945
0.2% of portfolio›$369.0K
Tempo Wealth, LLC8,809
0.0% of portfolio›$363.4K
Schear Investment Advisers, LLC8,809
0.0% of portfolio›$363.4K
John W. Brooker & Co., CPAs8,787
0.4% of portfolio›$362.5K
AlphaCentric Advisors LLC8,772
0.3% of portfolio›$361.8K
XML Financial, LLC8,617
0.0% of portfolio›$355.4K
MRA Advisory Group8,516
0.1% of portfolio›$351.3K
BankPlus Wealth Management LLC8,282
0.1% of portfolio›$341.6K
Realta Investment Advisors8,145
0.1% of portfolio›$336.0K
Acorn Wealth Advisors, LLC7,968
0.1% of portfolio›$328.7K
Capital Advisors Wealth Management, LLC7,757
0.0% of portfolio›$320.0K
Idaho Trust Co7,677
0.1% of portfolio›$316.7K
Liberty Capital Management, Inc.7,562
0.1% of portfolio›$311.9K
Optivise Advisory Services LLC7,308
0.1% of portfolio›$301.5K
Capital Investment Advisory Services, LLC7,146
0.0% of portfolio›$295.1K
United Advisor Group, LLC7,085
0.0% of portfolio›$292.3K
CKW Financial Group7,064
0.0% of portfolio›$290
Shepherd Financial Partners LLC6,974
0.0% of portfolio›$287.7K
Bright Futures Wealth Management, Llc.6,944
0.2% of portfolio›$286.4K
BAM Wealth Management, LLC6,810
0.2% of portfolio›$280.9K
Focus Wealth Advisors, LLC6,767
0.1% of portfolio›$279.1K
Third View Private Wealth, LLC6,750
0.0% of portfolio›$278.4K
ERn Financial, LLC6,627
0.0% of portfolio›$273.4K
Wedbush Securities Inc6,610
0.0% of portfolio›$273
Avidian Wealth Enterprises, LLC6,570
0.0% of portfolio›$271.0K
B. Riley Wealth Advisors, Inc.6,482
0.0% of portfolio›$267.4K
Mesirow Financial Investment Management, Inc.6,394
0.0% of portfolio›$263.8K
Simplicity Wealth,LLC6,385
0.0% of portfolio›$263.4K
APS Management Group, Inc.6,314
0.2% of portfolio›$260.5K
Beaumont Asset Management, L.L.C.6,238
0.1% of portfolio›$257.3K
Americana Partners, LLC6,233
0.0% of portfolio›$257.1K
Integrated Capital Management, LLC6,159
0.1% of portfolio›$254.1K
North Star Investment Management Corp.6,155
0.0% of portfolio›$253.9K
Procyon Advisors, LLC6,097
0.0% of portfolio›$251.5K
Two West Capital Advisors LLC6,022
0.1% of portfolio›$248.8K
Saxony Capital Management, LLC6,020
0.1% of portfolio›$248.3K
Indivisible Partners5,990
0.0% of portfolio›$247.1K
Stableford Capital II LLC5,948
0.1% of portfolio›$245.4K
Commonwealth Financial Services, LLC5,848
0.0% of portfolio›$241.2K
Objective Capital Management, LLC5,739
0.2% of portfolio›$236.7K
Private Client Services, LLC5,553
0.1% of portfolio›$229.0K
Koshinski Asset Management, Inc.5,381
0.0% of portfolio›$222.0K
Thrivent Financial for Lutherans5,366
0.0% of portfolio›$220.0K
Chapin Davis, Inc.5,352
0.0% of portfolio›$220.8K
Princeton Global Asset Management LLC5,351
0.0% of portfolio›$220.7K
Vericrest Private Wealth5,320
0.2% of portfolio›$219.5K
Founders Grove Wealth Partners, LLC5,307
0.0% of portfolio›$218.9K
Blue Trust, Inc.5,302
0.0% of portfolio›$218.7K
Hudson Oak Wealth Advisory LLC5,264
0.2% of portfolio›$217.1K
Patriot Financial Group Insurance Agency, LLC5,260
0.0% of portfolio›$217.0K
McAdam, LLC5,170
0.0% of portfolio›$213.3K
Sowell Financial Services LLC5,162
0.0% of portfolio›$212.9K
Rose Capital Advisors LLC5,068
0.1% of portfolio›$209.1K
Walkner Condon Financial Advisors LLC5,065
0.0% of portfolio›$208.9K
Asset One Wealth Management LLC5,013
0.0% of portfolio›$206.8K
Forza Wealth Management, LLC4,975
0.1% of portfolio›$205.2K
Eagle Global Advisors LLC4,973
0.0% of portfolio›$205.1K
Summit Wealth Group LLC / Co4,896
0.0% of portfolio›$202.0K
Journey Retirement Planning & Investment Management LLC4,867
0.1% of portfolio›$200.8K
Buck Wealth Strategies, LLC3,923
0.0% of portfolio›$161.8K
Signaturefd, LLC3,688
0.0% of portfolio›$152.1K
Signature Equity Partners, LLC3,339
0.0% of portfolio›$137.7K
Pacifica Partners Inc.3,124
0.0% of portfolio›$128.2K
Triumph Capital Management3,095
0.0% of portfolio›$127.7K
Compass Financial Management LLC2,756
0.0% of portfolio›$113.7K
Larson Financial Group LLC2,754
0.0% of portfolio›$113.6K
Mosley Wealth Management2,693
0.0% of portfolio›$110.9K
CoreCap Advisors, LLC2,397
0.0% of portfolio›$98.9K
EPG Wealth Management LLC2,173
0.0% of portfolio›$89.6K
Duncker Streett & Co Inc2,004
0.0% of portfolio›$82.7K
Richardson Capital Management LLC1,858
0.0% of portfolio›$76.6K
Elevation Wealth Partners, LLC1,814
0.0% of portfolio›$74.8K
Monetary Solutions, Ltd1,540
0.1% of portfolio›$63.5K
Heritage Family Offices, LLP1,242
0.0% of portfolio›$51.2K
Y.D. More Investments Ltd1,049
0.0% of portfolio›$43.3K
Ascentis Independent Advisors1,000
0.0% of portfolio›$41.3K
Nfsg Corp981
0.0% of portfolio›$40.5K
TD Waterhouse Canada Inc.922
0.0% of portfolio›$37.8K
Latitude Advisors, LLC883
0.0% of portfolio›$36.4K
Spire Wealth Management840
0.0% of portfolio›$34.6K
MidAtlantic Capital Management, Inc.777
0.0% of portfolio›$32.1K
Cape Investment Advisory, Inc.748
0.0% of portfolio›$30.9K
Golden State Wealth Management, LLC726
0.0% of portfolio›$30.0K
Plante Moran Financial Advisors, LLC724
0.0% of portfolio›$29.9K
Blueline Advisors LLC722
0.0% of portfolio›$29.8K
Markowski Investments695
0.0% of portfolio›$28.7K
Evolution Wealth Management Inc.621
0.0% of portfolio›$25.6K
Coastline Trust Co560
0.0% of portfolio›$23.1K
Montag A & Associates Inc445
0.0% of portfolio›$18.4K
RMG Wealth Management LLC421
0.0% of portfolio›$17.3K
Abound Wealth Management402
0.0% of portfolio›$16.6K
Citigroup Inc365
0.0% of portfolio›$15.1K
Mascoma Wealth Management LLC351
0.0% of portfolio›$14.5K
Trust Co of Vermont327
0.0% of portfolio›$13.5K
Vima LLC160
0.0% of portfolio›$6.6K
Syntax Research, Inc.122
0.0% of portfolio›$5.0K
Sunrise Financial Services, LLC115
0.0% of portfolio›$4.7K
Parkside Financial Bank & Trust100
0.0% of portfolio›$4.1K
First Premier Bank93
0.0% of portfolio›$4
Highline Wealth Partners LLC82
0.0% of portfolio›$3.4K
Planning Strategies Inc.80
0.0% of portfolio›$3.3K
Glass Jacobson Investment Advisors llc60
0.0% of portfolio›$2.5K
NBT Bank, N.A.55
0.0% of portfolio›$2.3K
Nvest Wealth Strategies, Inc.44
0.0% of portfolio›$1.8K
Silver Grove Financial Group, Inc.44
0.0% of portfolio›$1.8K
Provenance Wealth Advisors, LLC32
0.0% of portfolio›$1.3K
McCarley & Cook Financial Planners31
0.0% of portfolio›$1.3K
Trifecta Capital Advisors, LLC25
0.0% of portfolio›$1.0K
MJT & Associates Financial Advisory Group, Inc.14
0.0% of portfolio›$578
Gamma Investing LLC7
0.0% of portfolio›$289
TD Private Client Wealth LLC1
0.0% of portfolio›$30
Prairie Wealth Advisors, Inc.0
0.1% of portfolio›$317.2K
Horizon Financial Services, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Assetmark, Inc
14,009,554$577.9M1.0%ETFLowConcord, CA2026-10-21
Japan Science & Technology Agency
4,450,000$183.6M3.3%ETFVery LowTokyo, Mexico2026-10-16
Commonwealth Equity Services, LLC
1,979,045$81.6M0.1%ETFLowWaltham, MA2026-11-02
Arch Capital Group Ltd.
1,531,250$63.2M21.9%ETFN/APembroke, Denmark2026-11-04
Bank of New York Mellon Corp
1,193,898$49.2M0.0%CoreLowNew York, NY2026-11-05
Allspring Global Investments Holdings, LLC
924,561$38.1M0.1%CoreMediumCharlotte, NC2026-11-04
Sound Income Strategies, LLC
760,280$31.3M1.4%YieldMediumFt Lauderdale, FL2026-10-09
Gibbs Wealth Management
622,219$25.7M2.7%CoreLowAlpharetta, GA2026-10-22
High Probability Advisors, LLC
597,162$24.6M2.8%ETFVery LowPittsford, NY2026-10-19
Creative Planning
575,550$23.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Park Avenue Securities LLC
528,475$21.8K0.0%ETFMediumNew York, NY2026-10-26
Matthew Goff Investment Advisor, LLC
505,854$20.9M3.1%CoreMediumHouston, TX2026-10-13
BlueSky Wealth Advisors, LLC
479,783$19.8M2.3%ETFMediumNew Bern, NC2026-10-29
Atwood & Palmer Inc
473,032$19.5M1.0%CoreVery LowKansas City, MO2026-10-08
Ninety One UK Ltd
439,879$18.1M0.0%CoreMediumLondon, United Kingdom2026-10-15
MGO One Seven LLC
392,434$16.2M0.3%GrowthLowBeachwood, OH2026-10-28
Kestra Advisory Services, LLC
361,881$14.9M0.0%CoreLowAustin, TX2026-11-02
Truist Financial Corp
357,860$14.8M0.0%CoreLowCharlotte, NC2026-10-30
Sweeney & Michel, LLC
340,550$14.0M3.7%ETFVery LowChico, CA2026-10-16
Foronjy Financial LLC
335,265$13.8M4.9%ETFLowLos Osos, CA2026-10-14
S&A Financial Services, Inc.
283,072$11.7M7.2%ETFN/AOverland Park, KS2026-11-03
Peak Financial Management, Inc.
280,963$11.6M2.6%ETFVery LowWellesley, MA2026-10-16
Powers Advisory Group, LLC
271,105$11.2M3.4%ETFVery LowHighland, IL2026-10-14
Verdence Capital Advisors LLC
266,886$11.0M0.5%CoreMediumHunt Valley, MD2026-10-26
Freestate Advisors LLC
263,228$10.9M8.4%ETFVery LowOverland Park, KS2026-10-09
Gerber Kawasaki Wealth & Investment Management
256,624$10.6M0.3%ETFLowSanta Monica, CA2026-10-29
Kitching Partners, LLC
241,301$10.0M7.5%ETFLowConshohocken, PA2026-11-02
Investment Partners, Ltd.
238,250$9.8M1.5%ETFVery LowNew Philadelphia, OH2026-10-29
Portside Wealth Group, LLC
235,370$9.7M1.1%CoreMediumProvo, UT2026-10-20
Ascent Group, LLC
234,350$9.7M0.3%CoreLowVirginia Beach, VA2026-10-30
Twelve Points Wealth Management LLC
216,416$8.9M1.7%ETFMediumConcord, MA2026-11-03
Curtis Advisory Group, LLC
210,022$8.7M1.6%ETFLowSanta Barbara, CA2026-10-28
Cadent Capital Advisors, LLC
199,413$8.2M1.8%ETFHighTulsa, OK2026-10-09
Hudock, Inc.
191,704$7.9M1.0%ETFLowWilliamsport, PA2026-10-14
Towercrest Capital Management
186,235$7.7M1.1%ETFVery LowNewtown, PA2026-10-23
Avior Wealth Management, LLC
181,784$7.5M0.2%ETFMediumOmaha, NE2026-10-13
Livet Wealth, LLC
177,592$7.3M4.1%ETFLowSpanish Fork, UT2026-10-27
Redhawk Wealth Advisors, Inc.
177,516$7.3M0.7%ETFHighMinneapolis, MN2026-10-14
Smith Salley Wealth Management
171,963$7.1M0.3%GrowthLowGreensboro, NC2026-11-03
Cambridge Investment Research Advisors, Inc.
163,865$6.8K0.0%ETFLowFairfield, IA2026-11-02
Manske Wealth Management
162,145$6.7M1.6%ValueVery LowHouston, TX2026-10-26
Alliance Wealth Management Group
150,618$6.2M1.2%ETFLowFlemington, NJ2026-10-29
Sigma Investment Counselors Inc
149,933$6.2M0.3%ETFLowNorthville, MI2026-10-27
Integrity Alliance, Llc.
149,635$6.2M0.2%ETFMediumUrbandale, IA2026-10-29
Independent Solutions Wealth Management, LLC
148,407$6.1M0.8%GrowthLowWilliamsville, NY2026-10-28
Courier Capital LLC
144,379$6.0M0.3%ETFLowBuffalo, NY2026-10-19
Wealth Enhancement Advisory Services, LLC
140,094$5.8M0.0%CoreLowPlymouth, MN2026-10-13
Friedenthal Financial
133,222$5.5M2.4%ETFHighMarlton, NJ2026-10-27
Shelter Rock Management, LLC
132,225$5.4M5.1%GrowthMediumJericho, NY2026-10-09
Level Financial Advisors
121,975$5.0M1.1%ETFLowEast Amherst, NY2026-10-13
Flavin Financial Services, Inc.
121,255$5.0M2.7%CoreVery LowMelbourne, FL2026-10-21
Jmac Enterprises LLC
120,008$5.0M0.8%ETFVery LowNewtown, PA2026-10-30
Kestra Private Wealth Services, LLC
115,026$4.7M0.1%GrowthLowAustin, TX2026-10-30
BridgePort Financial Solutions, LLC
113,307$4.7M1.1%ETFLowFairfield, IA2026-11-02
StoneX Group Inc.
105,999$4.4M0.2%ETFMediumNew York, NY2026-11-03
Adell Harriman & Carpenter Inc
105,363$4.3M0.2%GrowthVery LowHouston, TX2026-11-02
Fulton Breakefield Broenniman LLC
93,746$3.9M0.2%GrowthLowBethesda, MD2026-11-03
City Holding Co
88,466$3.6M0.4%CoreLowCharleston, WV2026-10-19
Old National Bancorp
86,039$3.5M0.1%CoreLowEvansville, IN2026-10-20
Mirae Asset Global Investments Co., Ltd.
85,460$3.5M0.0%GrowthLowSeoul, Malaysia2026-11-03
Client First Capital LLC
84,876$3.5M1.4%ETFMediumSan Diego, CA2026-10-22
Diversified Enterprises, LLC
84,003$3.5M0.2%ETFVery LowWilmington, DE2026-10-19
Center For Asset Management LLC
82,622$3.4M1.5%ETFMediumPalm Beach Gardens, FL2026-10-16
Sovran Advisors, LLC
81,534$3.4M0.2%ETFMediumSan Diego, CA2026-11-02
Pension & Wealth Management Advisors, Inc.
81,417$3.4M0.8%ETFLowWaltham, MA2026-10-16
Endowment Wealth Management, Inc.
80,474$3.3M1.1%ETFMediumAppleton, WI2026-11-03
Future Financial Wealth Managment LLC
79,058$3.3M2.0%ETFMediumCincinnati, OH2026-10-15
Essex LLC
75,512$3.1M0.5%ETFLowDeer Park, IL2026-10-14
Parcion Private Wealth LLC
74,343$3.1M0.2%CoreMediumBellevue, WA2026-10-28
Regions Financial Corp
69,546$2.9M0.0%CoreLowBirmingham, AL2026-11-05
TigerOak Management, L.L.C.
69,317$2.9M0.7%GrowthVery LowNashville, TN2026-10-23
Virtue Capital Management, LLC
67,193$2.8M0.4%GrowthHighBrentwood, TN2026-10-29
Apollon Wealth Management, LLC
67,126$2.8M0.0%GrowthLowMount Pleasant, SC2026-10-23
Farther Finance Advisors, LLC
67,061$2.8M0.0%IndexLowSan Francisco, CA2026-10-08
Rosenberg Matthew Hamilton
66,659$2.7M0.5%ETFVery LowGrand Junction, CO2026-10-05
Perigon Wealth Management, LLC
66,319$2.7M0.0%GrowthLowSan Francisco, CA2026-10-22
Chicago Partners Investment Group LLC
65,635$2.7M0.0%GARPLowChicago, IL2026-10-27
Etesian Wealth Advisors, Inc.
64,108$2.6M0.8%ETFLowWest Linn, OR2026-10-27
Sigma Planning Corp
63,299$2.6M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Alterna Wealth Management, Inc
61,074$2.5M1.4%ETFMediumHouston, TX2026-10-27
Sumitomo Mitsui Trust Group, Inc.
59,813$2.5M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Ticino Wealth
57,566$2.4M0.7%GARPMediumMission Viejo, CA2026-10-13
Cordoba Advisory Partners LLC
54,820$2.3M0.3%ETFMediumNew York, NY2026-10-19
Squire Investment Management Company, LLC
53,987$2.2M0.5%ETFVery LowOrem, UT2026-11-03
Thrive Capital Management, LLC
52,721$2.2M0.4%CoreMediumFort Washington, PA2026-10-28
1834 Investment Advisors Co
52,352$2.2M0.2%ValueLowMilwaukee, WI2026-10-16
First National Trust Co
51,100$2.1M0.1%GrowthLowJohnstown, PA2026-10-28
Diversify Wealth Management, LLC
48,467$2.0M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
48,467$2.0M0.0%GrowthLowSandy, UT2026-10-20
Guardian Asset Advisors, LLC
45,408$1.9M0.8%GrowthMediumMechanicsburg, PA2026-10-16
Csenge Advisory Group
44,494$1.8M0.1%ETFMediumClearwater, FL2026-11-04
Atria Investments, Inc
41,185$1.7M0.0%CoreMediumCharlotte, NC2026-10-15
Sanchez Gaunt Capital Management, LLC
39,979$1.6M0.9%ETFN/AReno, NV2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
39,944$1.6M0.2%ETFLowAthens, GA2026-10-28
Horizon Wealth Management, LLC
39,684$1.6M0.2%ETFVery HighLa Grange, IL2026-11-02
Factor Wealth Management LTD
37,744$1.6M0.2%ETFLowChicago, IL2026-10-08
Canvas Wealth Advisors, LLC
37,614$1.6M0.2%GrowthLowShawnee, KS2026-11-02
TriaGen Wealth Management LLC
37,060$1.5M0.4%CoreMediumCalabasas, CA2026-10-14
Guidance Point Advisors, LLC
36,784$1.5M0.3%ETFVery LowWellesley, MA2026-10-15
Richardson Financial Services Inc.
36,746$1.5M0.9%GrowthMediumMedway, MA2026-10-30
Balefire, LLC
36,596$1.5M0.2%ETFMediumDallas, TX2026-10-09
Sterling Investment Counsel, LLC
36,490$1.5M0.3%GrowthLowBuffalo, NY2026-10-19
IFP Advisors, Inc
35,939$1.5M0.0%GrowthLowTampa, FL2026-10-16
TFB Advisors LLC
35,377$1.5M0.6%ETFLowOverland Park, KS2026-11-02
Western Financial Corp
33,845$1.4M0.5%MomentumHighSan Diego, CA2026-10-14
ARQ Wealth Advisors, LLC
33,797$1.4M0.2%ETFLowScottsdale, AZ2026-10-29
Prospera Financial Services Inc
31,732$1.3M0.0%CoreMediumDallas, TX2026-11-04
First Citizens Bank & Trust Co
31,396$1.3M0.0%CoreMediumRaleigh, NC2026-10-14
Columbia Bank
31,218$1.3M0.3%GrowthLowLake Oswego, OR2026-10-29
D.A. Davidson & Co.
30,588$1.3M0.0%CoreLowGreat Falls, MT2026-10-28
IPG Investment Advisors LLC
30,276$1.2M0.2%CoreMediumSan Diego, CA2026-10-30
Ashton Thomas Private Wealth, LLC
29,821$1.2M0.0%CoreMediumScottsdale, AZ2026-11-03
21 West Wealth Management LLC
29,580$1.2M1.1%ETFLowTustin, CA2026-10-13
HCR Wealth Advisors
29,516$1.2M0.1%GrowthLowLos Angeles, CA2026-10-15
Klaas Financial Asset Advisors, LLC
29,287$1.2M0.2%ETFVery LowLoves Park, IL2026-10-19
Norden Group LLC
29,246$1.2M0.1%GrowthMediumProvo, UT2026-10-20
Sage Advisory Services, Ltd.Co.
28,650$1.2M0.6%ETFMediumAustin, TX2026-10-29
Prime Capital Investment Advisors, LLC
27,808$1.1M0.0%ETFLowOverland Park, KS2026-10-20
Independent Financial Group, LLC
26,034$1.1M0.0%GrowthLowSan Diego, CA2026-10-13
Axxcess Wealth Management, LLC
25,738$1.1M0.0%CoreLowCarlsbad, CA2026-10-21
JFS Wealth Advisors, LLC
25,351$1.0M0.1%ETFVery LowHermitage, PA2026-11-03
Pacific Excel Wealth Advisors, Inc.
25,052$1.0M1.1%ETFHighWalnut Creek, CA2026-10-27
City Center Advisors, LLC
24,996$1.0M0.8%ETFMediumTroy, MI2026-10-08
Pinion Investment Advisors, LLC
23,545$971.2K0.2%ETFLowWichita, KS2026-11-04
Advisor OS, LLC
23,442$967.0K0.1%ETFMediumChicago, IL2026-11-03
Financial Network Wealth Advisors LLC
23,247$958.9K0.9%ETFLowMurray, UT2026-10-28
Rossby Financial, LCC
23,206$957.2K0.1%ETFMediumMelbourne, FL2026-11-05
Independent Wealth Network Inc.
22,618$933.0K0.2%ETFMediumUrbandale, IA2026-10-19
Blankinship & Foster, LLC
22,188$915.3K0.2%ETFVery LowSolana Beach, CA2026-10-19
First Hawaiian Bank
22,073$910.5K0.1%ETFVery LowHonolulu, HI2026-10-14
Creative Financial Designs Inc
20,936$863.6K0.0%ETFMediumKokomo, IN2026-11-04
Concurrent Investment Advisors, LLC
20,914$862.7K0.0%GrowthMediumTampa, FL2026-10-16
Hunter Associates Investment Management LLC
19,552$8100.0%CoreLowPittsburgh, PA2026-10-26
Montecito Bank & Trust
18,870$778.4K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Dynamic Advisor Solutions LLC
18,497$763.0K0.0%ETFLowPhoenix, AZ2026-10-13
Claro Advisors Inc.
18,353$757.1K0.1%CoreLowBoston, MA2026-11-02
Destiny Capital Corp
17,127$706.5K0.3%ETFVery LowDenver, CO2026-11-03
Johnson Bixby & Associates, LLC
17,106$705.6K0.1%ETFMediumVancouver, WA2026-10-14
Uptick Partners, LLC
16,946$699.0K0.1%ETFLowNacogdoches, TX2026-11-04
Courage Miller Partners, LLC
16,774$691.9K0.2%ETFVery LowNorfolk, VA2026-10-21
Advisory Solutions Group, LLC
16,620$685.6K0.1%ETFN/APlymouth, MN2026-10-14
Portus Wealth Advisors, LLC
16,585$684.1K0.6%ETFLowCharlotte, NC2026-10-13
Private Trust Co NA
16,403$676.6K0.1%CoreLowCleveland, OH2026-10-20
Diversified Portfolios, Inc.
16,300$672.4K0.0%ETFLowBloomfield Hills, MI2026-11-04
RFG Advisory, LLC
16,117$664.8K0.0%ETFMediumBirmingham, AL2026-11-03
S.E.E.D. Planning Group LLC
15,775$650.7K0.2%CoreMediumBinghamton, NY2026-10-07
Kraematon Investment Advisors, Inc
15,738$649.2K0.5%MomentumLowBraintree, MA2026-11-02
Patriot Investment Management Group, Inc.
15,035$620.2K0.0%ETFVery LowKnoxville, TN2026-10-15
AlphaCore Capital LLC
14,896$614.5K0.0%ETFLowLa Jolla, CA2026-11-04
Advanced Asset Management Advisors Inc
14,800$610.5K0.2%CoreVery LowDublin, OH2026-10-20
Vise Technologies, Inc.
14,272$588.7K0.0%IndexLowNew York, NY2026-10-29
Root Financial Partners, LLC
14,008$577.8K0.0%ETFMediumEncinitas, CA2026-10-21
Meridian Wealth Management, LLC
13,885$572.8K0.0%GrowthLowLexington, KY2026-11-05
Waystone Advisors LLC
13,821$586.2K0.4%ETFLowRedmond, WA2026-10-16
Secure Asset Management, LLC
13,498$556.8K0.1%GrowthMediumTroy, MI2026-10-19
Alliance Wealth Advisors, LLC
13,218$545.2K0.1%ETFHighCenterville, UT2026-10-28
Nilsine Partners, LLC
13,155$542.6K0.0%CoreMediumGreenwood Village, CO2026-11-02
Delta Wealth Advisors LLC
13,140$542.0K0.4%ETFMediumIndianapolis, IN2026-10-09
Howard Wealth Management, LLC
13,034$537.7K0.2%ETFVery LowMadison, CT2026-10-28
American Capital Advisory, LLC
13,000$536.3K0.2%ETFLowKetchum, ID2026-10-28
CWA Asset Management Group, LLC
12,947$534.1K0.0%CoreMediumNaples, FL2026-10-19
Central Pacific Bank - Trust Division
12,820$528.8K0.1%CoreMediumHonolulu, HI2026-10-06
Oppenheimer & Co Inc
12,371$510.3K0.0%CoreLowNew York, NY2026-10-26
Beirne Wealth Consulting Services, LLC
12,199$503.3K0.1%ETFLowShelton, CT2026-10-19
Lanark Financial, Inc.
12,194$503.0K0.0%CoreMediumBirmingham, AL2026-10-26
Rooted Wealth Advisors, Inc.
12,180$516.5K0.1%ETFLowBourbonnais, IL2026-11-03
Financial Management Network Inc
12,167$499.7K0.1%ETFLowMission Viejo, CA2026-10-09
Brookstone Capital Management
12,161$501.7K0.0%ETFMediumWheaton, IL2026-10-22
Sheets Smith Wealth Management
11,930$492.1K0.1%CoreLowWinston-Salem, NC2026-10-16
Portland Financial Advisors Inc
11,549$476.4K0.8%ETFVery LowPort Washington, NY2026-10-26
Wespac Advisors, LLC
11,419$471.0K0.2%ETFHighOrinda, CA2026-10-26
Worth Financial Advisory Group, LLC
11,312$466.6K0.2%GrowthVery LowCharlotte, NC2026-10-19
Stewardship Advisors, LLC
11,259$464.4K0.1%ETFMediumMount Joy, PA2026-10-20
Integrity Advisory Solutions, LLC
11,169$460.7K0.0%ETFMediumDallas, TX2026-10-29
David Kennon Inc
10,933$451.0K0.1%ETFLowSarasota, FL2026-10-13
Signal Advisors Wealth, LLC
10,642$439.0K0.0%ETFLowDetroit, MI2026-10-13
Parallel Advisors, LLC
10,485$432.5K0.0%IndexLowSan Francisco, CA2026-11-03
Smith Chas P & Associates PA Cpas
10,250$420.7K0.0%CoreVery LowLakeland, FL2026-10-22
Baker Tilly Wealth Management, LLC
10,172$419.6K0.1%GrowthLowMadison, WI2026-10-05
Key Capital Management, Inc
9,994$413.0K0.2%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Globalt Investments LLC / GA
9,931$409.7K0.0%ETFLowAtlanta, GA2026-10-27
Brindle & Bay Financial Advisors, LLC
9,796$404.1K0.2%ETFMediumFrisco, TX2026-10-15
PKS Advisory Services, LLC
9,641$408.8K0.1%ETFMediumAlbany, NY2026-10-26
WMG Financial Advisors, LLC
9,385$398.0K0.1%ETFLowKnoxville, TN2026-10-28
GK Wealth Management LLC
9,358$386.0K0.2%GARPVery HighReno, NV2026-10-09
Insight Wealth Strategies, LLC
9,355$385.9K0.0%ETFHighSan Ramon, CA2026-10-09
Redwood Financial Network Corp
8,945$369.0K0.2%ETFLowSolon, OH2026-11-03
Tempo Wealth, LLC
8,809$363.4K0.0%Agg GrowthLowIndependence, OH2026-10-14
Schear Investment Advisers, LLC
8,809$363.4K0.0%Agg GrowthMediumCincinnati, OH2026-10-14
John W. Brooker & Co., CPAs
8,787$362.5K0.4%ETFMediumOakland, CA2026-10-21
AlphaCentric Advisors LLC
8,772$361.8K0.3%CoreHighSan Juan, PR2026-11-03
XML Financial, LLC
8,617$355.4K0.0%ETFLowBethesda, MD2026-10-29
MRA Advisory Group
8,516$351.3K0.1%ETFMediumParsippany, NJ2026-10-07
BankPlus Wealth Management LLC
8,282$341.6K0.1%ETFLowJackson, MS2026-10-13
Realta Investment Advisors
8,145$336.0K0.1%GrowthMediumWilmington, DE2026-10-14
Acorn Wealth Advisors, LLC
7,968$328.7K0.1%ETFLowGrand Blanc, MI2026-10-19
Capital Advisors Wealth Management, LLC
7,757$320.0K0.0%ETFLowYakima, WA2026-10-09
Idaho Trust Co
7,677$316.7K0.1%ETFLowBoise, ID2026-11-04
Liberty Capital Management, Inc.
7,562$311.9K0.1%CoreVery LowBirmingham, MI2026-11-02
Optivise Advisory Services LLC
7,308$301.5K0.1%ETFMediumFranklin, TN2026-10-19
Capital Investment Advisory Services, LLC
7,146$295.1K0.0%CoreMediumRaleigh, NC2026-10-30
United Advisor Group, LLC
7,085$292.3K0.0%ETFLowCincinnati, OH2026-11-03
CKW Financial Group
7,064$2900.0%ETFVery LowHonolulu, HI2026-10-29
Shepherd Financial Partners LLC
6,974$287.7K0.0%ETFLowWinchester, MA2026-11-03
Bright Futures Wealth Management, Llc.
6,944$286.4K0.2%CoreHighWebster, Ny 14580, NY2026-10-23
BAM Wealth Management, LLC
6,810$280.9K0.2%ETFHighLakewood, CO2026-10-15
Focus Wealth Advisors, LLC
6,767$279.1K0.1%ETFLowHouston, TX2026-10-14
Third View Private Wealth, LLC
6,750$278.4K0.0%GrowthLowWestport, CT2026-10-30
ERn Financial, LLC
6,627$273.4K0.0%ETFVery LowMiddleton, WI2026-10-28
Wedbush Securities Inc
6,610$2730.0%CoreLowPasadena, CA2026-10-22
Avidian Wealth Enterprises, LLC
6,570$271.0K0.0%ETFLowHouston, TX2026-10-08
B. Riley Wealth Advisors, Inc.
6,482$267.4K0.0%GrowthLowMemphis, TN2026-10-13
Mesirow Financial Investment Management, Inc.
6,394$263.8K0.0%CoreLowChicago, IL2026-11-05
Simplicity Wealth,LLC
6,385$263.4K0.0%ETFLowSummit, NJ2026-10-23
APS Management Group, Inc.
6,314$260.5K0.2%ETFMediumTorrance, CA2026-10-14
Beaumont Asset Management, L.L.C.
6,238$257.3K0.1%ETFLowBeaumont, TX2026-10-16
Americana Partners, LLC
6,233$257.1K0.0%CoreMediumHouston, TX2026-10-28
Integrated Capital Management, LLC
6,159$254.1K0.1%ETFLowBloomfield, MI2026-10-23
North Star Investment Management Corp.
6,155$253.9K0.0%CoreLowChicago, IL2026-10-27
Procyon Advisors, LLC
6,097$251.5K0.0%CoreVery LowShelton, CT2026-10-21
Two West Capital Advisors LLC
6,022$248.8K0.1%ETFLowOverland Park, KS2026-10-15
Saxony Capital Management, LLC
6,020$248.3K0.1%ETFMediumSt. Louis, MO2026-10-15
Indivisible Partners
5,990$247.1K0.0%GrowthMediumClearwater, FL2026-10-26
Stableford Capital II LLC
5,948$245.4K0.1%CoreHighScottsdale, AZ2026-10-09
Commonwealth Financial Services, LLC
5,848$241.2K0.0%ETFMediumVienna, WV2026-10-20
Objective Capital Management, LLC
5,739$236.7K0.2%ETFLowFairlawn, OH2026-10-13
Private Client Services, LLC
5,553$229.0K0.1%ETFMediumLouisville, KY2026-10-02
Koshinski Asset Management, Inc.
5,381$222.0K0.0%ETFLowDecatur, IL2026-10-29
Thrivent Financial for Lutherans
5,366$220.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Chapin Davis, Inc.
5,352$220.8K0.0%GrowthHighBaltimore, MD2026-10-09
Princeton Global Asset Management LLC
5,351$220.7K0.0%GrowthLowPrinceton, NJ2026-10-21
Vericrest Private Wealth
5,320$219.5K0.2%ETFLowNewtown, PA2026-10-21
Founders Grove Wealth Partners, LLC
5,307$218.9K0.0%ETFLowRichmond, VA2026-10-16
Blue Trust, Inc.
5,302$218.7K0.0%ETFLowBrentwood, TN2026-10-15
Hudson Oak Wealth Advisory LLC
5,264$217.1K0.2%ETFVery LowHoboken, NJ2026-10-16
Patriot Financial Group Insurance Agency, LLC
5,260$217.0K0.0%GrowthLowWalpole, MA2026-10-14
McAdam, LLC
5,170$213.3K0.0%ETFLowPhiladelphia, PA2026-10-21
Sowell Financial Services LLC
5,162$212.9K0.0%CoreLowNorth Little Rock, AR2026-10-23
Rose Capital Advisors LLC
5,068$209.1K0.1%ETFN/AMiami Beach, FL2026-11-04
Walkner Condon Financial Advisors LLC
5,065$208.9K0.0%ETFLowVerona, WI2026-11-02
Asset One Wealth Management LLC
5,013$206.8K0.0%GrowthLowBellevue, WA2026-11-02
Forza Wealth Management, LLC
4,975$205.2K0.1%CoreVery LowSarasota, FL2026-10-20
Eagle Global Advisors LLC
4,973$205.1K0.0%CoreLowHouston, TX2026-11-02
Summit Wealth Group LLC / Co
4,896$202.0K0.0%ETFHighColorado Springs, CO2026-10-29
Journey Retirement Planning & Investment Management LLC
4,867$200.8K0.1%CoreLowAmmon, ID2026-10-09
Buck Wealth Strategies, LLC
3,923$161.8K0.0%ValueMediumDenver, CO2026-10-28
Signaturefd, LLC
3,688$152.1K0.0%IndexLowAtlanta, GA2026-10-23
Signature Equity Partners, LLC
3,339$137.7K0.0%GrowthMediumColumbus, OH2026-10-29
Pacifica Partners Inc.
3,124$128.2K0.0%CoreLowSurrey, South Africa2026-10-09
Triumph Capital Management
3,095$127.7K0.0%ETFMediumDenver, CO2026-10-14
Compass Financial Management LLC
2,756$113.7K0.0%CoreN/ATampa, FL2026-10-30
Larson Financial Group LLC
2,754$113.6K0.0%GrowthLowSt Louis, MO2026-11-05
Mosley Wealth Management
2,693$110.9K0.0%ETFHighAnaheim, CA2026-10-16
CoreCap Advisors, LLC
2,397$98.9K0.0%ETFMediumSouthfield, MI2026-10-08
EPG Wealth Management LLC
2,173$89.6K0.0%GrowthLowAtlanta, GA2026-11-03
Duncker Streett & Co Inc
2,004$82.7K0.0%GrowthLowSt. Louis, MO2026-10-27
Richardson Capital Management LLC
1,858$76.6K0.0%ETFLowMenomonee Falls, WI2026-10-23
Elevation Wealth Partners, LLC
1,814$74.8K0.0%ETFLowWalnut Creek, CA2026-10-07
Monetary Solutions, Ltd
1,540$63.5K0.1%ETFVery LowDayton, OH2026-10-22
Heritage Family Offices, LLP
1,242$51.2K0.0%GrowthHighScottsdale, AZ2026-11-02
Y.D. More Investments Ltd
1,049$43.3K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Ascentis Independent Advisors
1,000$41.3K0.0%ETFLowDallas, TX2026-11-03
Nfsg Corp
981$40.5K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
TD Waterhouse Canada Inc.
922$37.8K0.0%CoreLowToronto, Australia2026-10-16
Latitude Advisors, LLC
883$36.4K0.0%ETFLowYorkville, IL2026-10-27
Spire Wealth Management
840$34.6K0.0%GrowthMediumMclean, VA2026-10-30
MidAtlantic Capital Management, Inc.
777$32.1K0.0%ETFVery LowRichmond, VA2026-11-05
Cape Investment Advisory, Inc.
748$30.9K0.0%ETFLowMcdonough, GA2026-10-13
Golden State Wealth Management, LLC
726$30.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Plante Moran Financial Advisors, LLC
724$29.9K0.0%ETFVery LowSouthfield, MI2026-11-04
Blueline Advisors LLC
722$29.8K0.0%ETFLowExeter, NH2026-10-15
Markowski Investments
695$28.7K0.0%ETFN/ATampa, FL2026-10-30
Evolution Wealth Management Inc.
621$25.6K0.0%ETFMediumFort Myers, FL2026-10-28
Coastline Trust Co
560$23.1K0.0%GrowthVery LowProvidence, RI2026-10-01
Montag A & Associates Inc
445$18.4K0.0%CoreLowAtlanta, GA2026-10-29
RMG Wealth Management LLC
421$17.3K0.0%ETFVery HighPlatteville, WI2026-10-26
Abound Wealth Management
402$16.6K0.0%ETFVery LowFranklin, TN2026-10-26
Citigroup Inc
365$15.1K0.0%CoreMediumNew York, NY2026-11-04
Mascoma Wealth Management LLC
351$14.5K0.0%ETFVery LowHanover, NH2026-10-23
Trust Co of Vermont
327$13.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
Vima LLC
160$6.6K0.0%CoreLowTroy, MI2026-10-23
Syntax Research, Inc.
122$5.0K0.0%ETFMediumBoca Raton, FL2026-11-04
Sunrise Financial Services, LLC
115$4.7K0.0%ETFMediumBurien, WA2026-10-21
Parkside Financial Bank & Trust
100$4.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
First Premier Bank
93$40.0%CoreVery LowSioux Falls, SD2026-10-13
Highline Wealth Partners LLC
82$3.4K0.0%ETFMediumSherman Oaks, CA2026-10-19
Planning Strategies Inc.
80$3.3K0.0%ETFN/ALancaster, PA2026-10-02
Glass Jacobson Investment Advisors llc
60$2.5K0.0%ETFLowOwings Mills, MD2026-10-26
NBT Bank, N.A.
55$2.3K0.0%CoreLowNorwich, NY2026-10-21
Nvest Wealth Strategies, Inc.
44$1.8K0.0%ETFVery LowPowell, OH2026-10-14
Silver Grove Financial Group, Inc.
44$1.8K0.0%CoreMediumOrchard Park, NY2026-11-05
Provenance Wealth Advisors, LLC
32$1.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
McCarley & Cook Financial Planners
31$1.3K0.0%ETFLowCincinnati, OH2026-10-21
Trifecta Capital Advisors, LLC
25$1.0K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
MJT & Associates Financial Advisory Group, Inc.
14$5780.0%ETFLowMontevideo, MN2026-10-07
Gamma Investing LLC
7$2890.0%IndexVery LowFoster City, CA2026-10-08
TD Private Client Wealth LLC
1$300.0%ETFLowNew York, NY2026-10-28
Prairie Wealth Advisors, Inc.
0$317.2K0.1%CoreVery LowOmaha, NE2026-10-29
Horizon Financial Services, LLC
0$00.0%ETFLowWinston Salem, NC2026-11-04