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Isha Curr Hedged Msci Eafe (HEFA)

CUSIP: 46434V803 | NYSE | 1248 institutional holders

Quarters

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

Verde Capital Management938,126
7.6% of portfolio›$43.5M
US Bancorp \de\771,478
0.0% of portfolio›$35.8M
Blankinship & Foster, LLC768,236
7.3% of portfolio›$35.6M
Sachem Hill LLC712,501
5.8% of portfolio›$33.1M
Crumly & Associates Inc.678,254
5.6% of portfolio›$31.5M
Cambridge Investment Research Advisors, Inc.659,189
0.0% of portfolio›$30.6K
ACT Wealth Management, LLC528,691
7.2% of portfolio›$24.5M
Bokf, NA492,315
0.3% of portfolio›$22.8M
Commonwealth Equity Services, LLC430,914
0.0% of portfolio›$20.0M
Csenge Advisory Group424,192
0.8% of portfolio›$19.7M
CX Institutional403,920
0.5% of portfolio›$18.7K
Denver PWM, LLC354,677
5.5% of portfolio›$16.5M
Lighthouse Wealth Management Inc.342,678
9.7% of portfolio›$15.9M
PCA Investment Advisory Services Inc.339,998
4.3% of portfolio›$15.8M
Paradigm, Strategies in Wealth Management, LLC312,001
9.3% of portfolio›$14.5M
Farther Finance Advisors, LLC289,601
0.1% of portfolio›$13.4M
Cyr Financial Inc.284,262
6.4% of portfolio›$13.2M
ARQ Wealth Advisors, LLC270,335
1.5% of portfolio›$12.5M
Lido Advisors, LLC246,267
0.0% of portfolio›$11.4M
Truist Financial Corp246,203
0.0% of portfolio›$11.4M
Bank of New York Mellon Corp238,119
0.0% of portfolio›$11.0M
Darrow Company, Inc.235,654
4.4% of portfolio›$10.9M
Avidian Wealth Enterprises, LLC225,967
0.3% of portfolio›$10.5M
RFG Advisory, LLC214,702
0.1% of portfolio›$10.0M
Crescent Grove Advisors, LLC205,552
0.8% of portfolio›$9.5M
Bigelow Investment Advisors, LLC194,008
3.2% of portfolio›$9.0M
Prime Capital Investment Advisors, LLC193,024
0.1% of portfolio›$9.0M
Trinity Wealth Management, LLC185,604
2.7% of portfolio›$8.6M
Burns Matteson Capital Management, LLC171,682
2.8% of portfolio›$8.0M
Delta Wealth Advisors LLC165,636
5.3% of portfolio›$7.7M
Prospera Financial Services Inc159,499
0.1% of portfolio›$7.4M
Weaver Capital Management LLC156,867
1.4% of portfolio›$7.3M
Citigroup Inc156,158
0.0% of portfolio›$7.2M
Ifrah Financial Services, Inc.140,881
1.7% of portfolio›$6.5M
Carolina Wealth Management Inc138,626
2.8% of portfolio›$6.4M
IVC Wealth Advisors LLC137,511
2.6% of portfolio›$6.4M
Adamsbrown Wealth Consultants LLC136,918
1.2% of portfolio›$6.4M
Friedenthal Financial135,907
2.7% of portfolio›$6.3M
Summit Asset Management, LLC135,870
0.8% of portfolio›$6.3M
Kestra Advisory Services, LLC122,248
0.0% of portfolio›$5.7M
DecisionMap Wealth Management, LLC118,623
3.0% of portfolio›$5.5M
Cornerstone Planning Group LLC115,230
0.7% of portfolio›$5.3M
First Interstate Bank114,145
0.3% of portfolio›$5.3M
Roof Eidam Maycock Peralta, LLC111,217
1.0% of portfolio›$5.2M
EverSource Wealth Advisors, LLC105,167
0.2% of portfolio›$4.9M
Sigma Planning Corp102,355
0.1% of portfolio›$4.7M
Capital Asset Advisory Services LLC100,635
0.2% of portfolio›$4.6M
Wealth Enhancement Advisory Services, LLC100,260
0.0% of portfolio›$4.6M
Madrona Financial Services, LLC99,445
0.7% of portfolio›$4.6M
Cypress Capital, LLC93,811
1.2% of portfolio›$4.4M
Ashton Thomas Private Wealth, LLC90,701
0.1% of portfolio›$4.2M
Flagship Harbor Advisors, LLC79,945
0.1% of portfolio›$3.7M
Traveka Wealth, LLC77,601
1.1% of portfolio›$3.6M
Signal Advisors Wealth, LLC69,462
0.1% of portfolio›$3.2M
Stewardship Concepts Financial Services LLC65,413
2.0% of portfolio›$3.0M
Park Avenue Securities LLC64,555
0.0% of portfolio›$3.0K
Wealthcare Advisory Partners LLC62,775
0.0% of portfolio›$2.9M
Shepherd Street Advisors LLC62,409
2.5% of portfolio›$2.9M
AdvisorNet Financial, Inc61,935
0.1% of portfolio›$2.9M
Wealth Preservation Advisors, LLC60,870
1.3% of portfolio›$2.8M
Thrivent Financial for Lutherans60,213
0.0% of portfolio›$2.8M
Flagstar Securities, Inc56,445
0.8% of portfolio›$2.6M
Apella Capital, LLC55,141
0.0% of portfolio›$2.6M
Absolute Capital Management, LLC52,732
0.6% of portfolio›$2.4M
Concurrent Investment Advisors, LLC47,741
0.0% of portfolio›$2.2M
Grove Bank & Trust47,500
0.2% of portfolio›$2.2M
True Private Wealth Advisors47,062
0.2% of portfolio›$2.2M
Cornerstone Wealth Management, LLC44,701
0.1% of portfolio›$2.1M
PFG Advisors44,165
0.1% of portfolio›$2.0M
Aaron Wealth Advisors LLC43,357
0.1% of portfolio›$2.0M
Perigon Wealth Management, LLC41,757
0.0% of portfolio›$1.9M
Wedbush Securities Inc38,564
0.0% of portfolio›$1.8K
Citizens Financial Group Inc37,618
0.0% of portfolio›$1.7M
Dynamic Advisor Solutions LLC37,172
0.0% of portfolio›$1.7M
Valeo Financial Advisors, LLC34,822
0.0% of portfolio›$1.6M
Firestone Capital Management34,541
0.3% of portfolio›$1.6M
Davenport & Co LLC33,710
0.0% of portfolio›$1.6M
GC Wealth Management RIA, LLC33,000
0.1% of portfolio›$1.5M
Brookstone Capital Management31,883
0.0% of portfolio›$1.5M
Ascentis Independent Advisors30,788
0.1% of portfolio›$1.4M
Apollon Wealth Management, LLC30,348
0.0% of portfolio›$1.4M
Independent Financial Group, LLC28,273
0.0% of portfolio›$1.3M
Elevation Point Wealth Partners, LLC28,269
0.0% of portfolio›$1.3M
Fifth Third Bancorp28,201
0.0% of portfolio›$1.3M
Integrity Alliance, Llc.27,578
0.0% of portfolio›$1.3M
Creative Planning27,313
0.0% of portfolio›$1.3M
Burkett Financial Services, LLC25,613
0.4% of portfolio›$1.2M
Fifth Third Securities, Inc.25,365
0.1% of portfolio›$1.2M
TritonPoint Partners, LLC22,998
0.2% of portfolio›$1.1M
IFP Advisors, Inc22,116
0.0% of portfolio›$1.0M
Lodestar Private Asset Management LLC21,990
0.1% of portfolio›$1.0M
LexAurum Advisors, LLC21,727
0.1% of portfolio›$1.0M
Kestra Investment Management, LLC20,756
0.0% of portfolio›$962.9K
Signature Estate & Investment Advisors LLC19,735
0.0% of portfolio›$915.5K
Acorn Financial Advisory Services Inc19,323
0.1% of portfolio›$896.4K
Summit Investment Advisory Services, LLC19,237
0.2% of portfolio›$892.4K
Kestra Private Wealth Services, LLC18,376
0.0% of portfolio›$852.4K
Vise Technologies, Inc.18,334
0.0% of portfolio›$850.5K
Roman Butler Fullerton & Co17,348
0.2% of portfolio›$800.8K
Redwood Financial Network Corp17,276
0.4% of portfolio›$801.4K
Berkeley, Inc17,164
0.2% of portfolio›$796.3K
71 West Capital Partners17,022
0.0% of portfolio›$789.7K
Meridian Wealth Management, LLC16,982
0.0% of portfolio›$787.8K
SeaBridge Investment Advisors LLC16,591
0.1% of portfolio›$769.7K
M Wealth Management, LLC16,042
0.6% of portfolio›$744.2K
Parallel Advisors, LLC15,957
0.0% of portfolio›$740.2K
First Citizens Bank & Trust Co15,893
0.0% of portfolio›$737.3K
B. Riley Wealth Advisors, Inc.15,688
0.0% of portfolio›$727.8K
Detalus Advisors, LLC15,687
0.1% of portfolio›$727.7K
Modera Wealth Management, LLC15,016
0.0% of portfolio›$696.6K
Provident Living Financial Services, Inc.14,972
0.7% of portfolio›$693.2K
Sage Mountain Advisors LLC14,522
0.0% of portfolio›$673.7K
Wedmont Private Capital14,519
0.0% of portfolio›$669.9K
Sowell Financial Services LLC14,051
0.0% of portfolio›$651.8K
Balefire, LLC13,309
0.1% of portfolio›$617.4K
Cranbrook Wealth Management, LLC12,572
0.1% of portfolio›$583.2K
Sagespring Wealth Partners, LLC12,513
0.0% of portfolio›$580.5K
Tritonpoint Wealth, LLC12,435
0.1% of portfolio›$576.9K
Strategic Blueprint, LLC12,240
0.0% of portfolio›$567.8K
Canopy Partners, LLC11,970
0.2% of portfolio›$555.3K
Regions Financial Corp11,346
0.0% of portfolio›$526.3K
Rubicon Advisors, GP11,326
0.4% of portfolio›$525.4K
Clear Creek Financial Management, LLC10,442
0.0% of portfolio›$484.4K
Cliftonlarsonallen Wealth Advisors, LLC10,101
0.0% of portfolio›$468.6K
Stone Summit Wealth LLC9,935
0.1% of portfolio›$460.9K
Mission Wealth Management, LP9,681
0.0% of portfolio›$449.1K
Merkkuri Wealth Advisors LLC9,302
0.3% of portfolio›$431.5K
Milestone Asset Management Group, LLC9,296
0.2% of portfolio›$431.2K
Burke & Herbert Bank & Trust Co9,166
0.1% of portfolio›$425.2K
Highland Capital Management, LLC9,131
0.0% of portfolio›$423.6K
HB Wealth Management, LLC9,034
0.0% of portfolio›$419.1K
Cypress Financial Planning LLC8,720
0.1% of portfolio›$404.5K
Capital Advisors, Ltd. LLC8,573
0.0% of portfolio›$398
Hazlett, Burt & Watson, Inc.8,296
0.1% of portfolio›$247.1K
Chesley Taft & Associates LLC8,214
0.0% of portfolio›$381.0K
McKinley Carter Wealth Services, Inc.8,186
0.0% of portfolio›$379.7K
HUB Investment Partners, LLC8,116
0.0% of portfolio›$376.5K
Sierra Ocean, LLC8,102
0.2% of portfolio›$375.8K
Kingswood Wealth Advisors, LLC7,963
0.0% of portfolio›$369.4K
Glass Jacobson Investment Advisors llc7,948
0.1% of portfolio›$368.7K
Maltin Wealth Management, Inc.7,931
0.1% of portfolio›$367.9K
Integrity Advisory Solutions, LLC7,837
0.0% of portfolio›$363.6K
Pettinga Financial Advisors LLC7,426
0.1% of portfolio›$344.5K
Chicago Partners Investment Group LLC7,294
0.0% of portfolio›$334.9K
Sima Wealth Partners, LLC7,279
0.2% of portfolio›$337.7K
Ascent Group, LLC7,230
0.0% of portfolio›$335.4K
Southland Equity Partners LLC7,043
0.1% of portfolio›$326.7K
Richardson Capital Management LLC6,865
0.1% of portfolio›$318.5K
Arwa LLC6,823
0.1% of portfolio›$317.4K
MGO One Seven LLC6,733
0.0% of portfolio›$312.4K
PUREfi Wealth, LLC6,429
0.1% of portfolio›$298.2K
Clarity Retirement & Wealth, LLC6,153
0.2% of portfolio›$285.4K
Demars Financial Group, LLC6,037
0.1% of portfolio›$280.1K
Smart Wealth LLC5,982
0.1% of portfolio›$277.5K
Daymark Wealth Partners, LLC5,897
0.0% of portfolio›$273.6K
Redhawk Wealth Advisors, Inc.5,816
0.0% of portfolio›$269.8K
Keybank National Association5,807
0.0% of portfolio›$269.4K
Glenview Trust Co5,770
0.0% of portfolio›$267.7K
LongView Wealth Management5,634
0.1% of portfolio›$261.4K
Curtis Advisory Group, LLC5,545
0.0% of portfolio›$257.2K
Laurel OAK Wealth Management, LLC5,415
0.0% of portfolio›$251.2K
Patton Albertson Miller Group, LLC5,380
0.0% of portfolio›$249.6K
Client 1ST Advisory Group, LLC5,270
0.1% of portfolio›$244.5K
Oppenheimer & Co Inc5,128
0.0% of portfolio›$237.9K
Journey Advisory Group, LLC5,007
0.0% of portfolio›$232.3K
Moody Lynn Lieberson & Walker, LLC4,900
0.0% of portfolio›$227.3K
Affinity Capital Advisors, LLC4,866
0.0% of portfolio›$225.9K
Sharkey, Howes & Javer4,831
0.0% of portfolio›$224.1K
Facet Wealth, Inc.4,734
0.0% of portfolio›$219.6K
Mengis Capital Management, Inc.4,702
0.0% of portfolio›$218.1K
AMG National Trust Bank4,678
0.0% of portfolio›$217.0K
Carroll Advisory Group, LLC4,626
0.1% of portfolio›$214.6K
Capital Square, LLC4,534
0.1% of portfolio›$210.4K
Assetmark, Inc4,367
0.0% of portfolio›$202.6K
West Wealth Group, LLC4,348
0.0% of portfolio›$201.7K
Retirement Wealth Solutions LLC4,218
0.1% of portfolio›$195.7K
Mather Group, Llc.3,982
0.0% of portfolio›$184.7K
Golden State Wealth Management, LLC3,635
0.0% of portfolio›$168.7K
Spire Wealth Management3,270
0.0% of portfolio›$151.7K
Lanark Financial, Inc.3,078
0.0% of portfolio›$142.8K
Rossby Financial, LCC3,077
0.0% of portfolio›$142.7K
CoreCap Advisors, LLC3,025
0.0% of portfolio›$140.4K
Manchester Capital Management LLC2,279
0.0% of portfolio›$105.7K
Arlington Trust Co LLC1,816
0.0% of portfolio›$84.2K
Creative Financial Designs Inc1,809
0.0% of portfolio›$83.9K
Portfolio Resources Advisor Group, Inc.1,807
0.1% of portfolio›$83.8K
Harbor Asset Planning, Inc.1,520
0.1% of portfolio›$70.5K
Parkside Financial Bank & Trust1,423
0.0% of portfolio›$66.0K
Pinnacle Wealth Planning Services, Inc.1,358
0.0% of portfolio›$63.0K
Yankcom Partnership999
0.0% of portfolio›$46.3K
Mosley Wealth Management942
0.0% of portfolio›$43.9K
Blue Trust, Inc.881
0.0% of portfolio›$40.9K
Noble Wealth Management PBC750
0.0% of portfolio›$34.8K
Ameliora Wealth Management Ltd.645
0.0% of portfolio›$30.0K
Cherry Tree Wealth Management, LLC612
0.0% of portfolio›$28.4K
Private Trust Co NA610
0.0% of portfolio›$28.3K
Realta Investment Advisors458
0.0% of portfolio›$21.2K
Latitude Advisors, LLC430
0.0% of portfolio›$19.9K
Compass Financial Management LLC324
0.0% of portfolio›$15.0K
Global Trust Asset Management, LLC300
0.0% of portfolio›$13.9K
Larson Financial Group LLC298
0.0% of portfolio›$13.8K
Clark Wealth Partners296
0.0% of portfolio›$13.7K
Rydar Equities, Inc.282
0.0% of portfolio›$13.0K
Sunrise Financial Services, LLC245
0.0% of portfolio›$11.4K
Team Financial Group, LLC226
0.0% of portfolio›$10.5K
Mainstream Capital Management LLC219
0.0% of portfolio›$10.2K
AlphaCore Capital LLC206
0.0% of portfolio›$9.5K
Wolff Wiese Magana LLC192
0.0% of portfolio›$8.9K
Heritage Family Offices, LLP173
0.0% of portfolio›$8.0K
Cape Investment Advisory, Inc.163
0.0% of portfolio›$7.6K
Southern Michigan Bank & Trust161
0.0% of portfolio›$7.5K
Sofi Wealth, LLC145
0.0% of portfolio›$6.7K
JFS Wealth Advisors, LLC113
0.0% of portfolio›$5.2K
Networth Advisors, LLC98
0.0% of portfolio›$4.6K
Asset Dedication, LLC97
0.0% of portfolio›$4.5K
NorthAvenue LLC97
0.0% of portfolio›$4.5K
Carolina Wealth Advisors, LLC79
0.0% of portfolio›$3.7K
Wilmington Savings Fund Society, FSB61
0.0% of portfolio›$2.8K
Trust Co48
0.0% of portfolio›$2.2K
Physician Wealth Advisors, Inc.41
0.0% of portfolio›$1.9K
Raleigh Capital Management Inc.35
0.0% of portfolio›$1.6K
Root Financial Partners, LLC31
0.0% of portfolio›$1.4K
Eukles Asset Management29
0.0% of portfolio›$1.3K
Cassaday & Co Wealth Management LLC27
0.0% of portfolio›$1.3K
Balance Wealth Partners LLC22
0.0% of portfolio›$1.0K
Provident Wealth Management, LLC12
0.0% of portfolio›$557
Financial Management Professionals, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Verde Capital Management
938,126$43.5M7.6%ETFLowClarkston, MI2026-10-28
US Bancorp \de\
771,478$35.8M0.0%IndexLowMinneapolis, MN2026-11-05
Blankinship & Foster, LLC
768,236$35.6M7.3%ETFVery LowSolana Beach, CA2026-10-19
Sachem Hill LLC
712,501$33.1M5.8%ETFVery LowDenver, CO2026-10-14
Crumly & Associates Inc.
678,254$31.5M5.6%ETFMediumSpringfield, IL2026-10-07
Cambridge Investment Research Advisors, Inc.
659,189$30.6K0.0%ETFLowFairfield, IA2026-11-02
ACT Wealth Management, LLC
528,691$24.5M7.2%ETFVery LowPlano, TX2026-10-09
Bokf, NA
492,315$22.8M0.3%CoreLowTulsa, OK2026-10-27
Commonwealth Equity Services, LLC
430,914$20.0M0.0%ETFLowWaltham, MA2026-11-02
Csenge Advisory Group
424,192$19.7M0.8%ETFMediumClearwater, FL2026-11-04
CX Institutional
403,920$18.7K0.5%CoreMediumAuburn, IN2026-10-02
Denver PWM, LLC
354,677$16.5M5.5%ETFLowDenver, CO2026-10-22
Lighthouse Wealth Management Inc.
342,678$15.9M9.7%ETFLowAshland, OH2026-10-13
PCA Investment Advisory Services Inc.
339,998$15.8M4.3%ETFVery LowCincinnati, OH2026-10-13
Paradigm, Strategies in Wealth Management, LLC
312,001$14.5M9.3%ETFLowMaple Grove, MN2026-10-16
Farther Finance Advisors, LLC
289,601$13.4M0.1%IndexLowSan Francisco, CA2026-10-08
Cyr Financial Inc.
284,262$13.2M6.4%ETFLowHennepin, IL2026-10-16
ARQ Wealth Advisors, LLC
270,335$12.5M1.5%ETFLowScottsdale, AZ2026-10-29
Lido Advisors, LLC
246,267$11.4M0.0%GrowthLowLos Angeles, CA2026-11-04
Truist Financial Corp
246,203$11.4M0.0%CoreLowCharlotte, NC2026-10-30
Bank of New York Mellon Corp
238,119$11.0M0.0%CoreLowNew York, NY2026-11-05
Darrow Company, Inc.
235,654$10.9M4.4%ETFVery LowNeedham, MA2026-10-22
Avidian Wealth Enterprises, LLC
225,967$10.5M0.3%ETFLowHouston, TX2026-10-08
RFG Advisory, LLC
214,702$10.0M0.1%ETFMediumBirmingham, AL2026-11-03
Crescent Grove Advisors, LLC
205,552$9.5M0.8%ETFLowLake Forest, IL2026-10-21
Bigelow Investment Advisors, LLC
194,008$9.0M3.2%ETFLowPortland, ME2026-10-13
Prime Capital Investment Advisors, LLC
193,024$9.0M0.1%ETFLowOverland Park, KS2026-10-20
Trinity Wealth Management, LLC
185,604$8.6M2.7%ETFMediumBerwyn, PA2026-10-13
Burns Matteson Capital Management, LLC
171,682$8.0M2.8%CoreMediumCorning, NY2026-10-16
Delta Wealth Advisors LLC
165,636$7.7M5.3%ETFMediumIndianapolis, IN2026-10-09
Prospera Financial Services Inc
159,499$7.4M0.1%CoreMediumDallas, TX2026-11-04
Weaver Capital Management LLC
156,867$7.3M1.4%GrowthMediumSuwanee, GA2026-10-15
Citigroup Inc
156,158$7.2M0.0%CoreMediumNew York, NY2026-11-04
Ifrah Financial Services, Inc.
140,881$6.5M1.7%ETFLowLittle Rock, AR2026-10-13
Carolina Wealth Management Inc
138,626$6.4M2.8%ETFN/AGreenville, NC2026-10-29
IVC Wealth Advisors LLC
137,511$6.4M2.6%GrowthLowSilverdale, PA2026-10-23
Adamsbrown Wealth Consultants LLC
136,918$6.4M1.2%ETFLowWichita, KS2026-10-20
Friedenthal Financial
135,907$6.3M2.7%ETFHighMarlton, NJ2026-10-27
Summit Asset Management, LLC
135,870$6.3M0.8%ETFLowMemphis, TN2026-11-05
Kestra Advisory Services, LLC
122,248$5.7M0.0%CoreLowAustin, TX2026-11-02
DecisionMap Wealth Management, LLC
118,623$5.5M3.0%ETFLowGreat Falls, VA2026-10-29
Cornerstone Planning Group LLC
115,230$5.3M0.7%ETFMediumFairfield, NJ2026-10-16
First Interstate Bank
114,145$5.3M0.3%ETFLowBillings, MT2026-10-23
Roof Eidam Maycock Peralta, LLC
111,217$5.2M1.0%ETFVery LowSan Francisco, CA2026-10-15
EverSource Wealth Advisors, LLC
105,167$4.9M0.2%CoreMediumBirmingham, AL2026-11-04
Sigma Planning Corp
102,355$4.7M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Capital Asset Advisory Services LLC
100,635$4.6M0.2%ETFLowWilliamston, MI2026-10-30
Wealth Enhancement Advisory Services, LLC
100,260$4.6M0.0%CoreLowPlymouth, MN2026-10-13
Madrona Financial Services, LLC
99,445$4.6M0.7%ETFLowEverett, WA2026-10-23
Cypress Capital, LLC
93,811$4.4M1.2%ETFMediumFranklin, TN2026-10-20
Ashton Thomas Private Wealth, LLC
90,701$4.2M0.1%CoreMediumScottsdale, AZ2026-11-03
Flagship Harbor Advisors, LLC
79,945$3.7M0.1%ETFMediumBoston, MA2026-10-26
Traveka Wealth, LLC
77,601$3.6M1.1%ETFLowLos Altos, CA2026-10-19
Signal Advisors Wealth, LLC
69,462$3.2M0.1%ETFLowDetroit, MI2026-10-13
Stewardship Concepts Financial Services LLC
65,413$3.0M2.0%ETFLowSpokane, WA2026-10-06
Park Avenue Securities LLC
64,555$3.0K0.0%ETFMediumNew York, NY2026-10-26
Wealthcare Advisory Partners LLC
62,775$2.9M0.0%ETFLowWest Chester, PA2026-10-21
Shepherd Street Advisors LLC
62,409$2.9M2.5%GrowthLowLarkspur, CA2026-10-21
AdvisorNet Financial, Inc
61,935$2.9M0.1%ETFLowMinnetonka, MN2026-10-15
Wealth Preservation Advisors, LLC
60,870$2.8M1.3%CoreLowChattanooga, TN2026-11-05
Thrivent Financial for Lutherans
60,213$2.8M0.0%GARPMediumMinneapolis, MN2026-11-05
Flagstar Securities, Inc
56,445$2.6M0.8%ETFVery LowNew York, NY2026-10-15
Apella Capital, LLC
55,141$2.6M0.0%ETFVery LowWest Hartford, CT2026-10-08
Absolute Capital Management, LLC
52,732$2.4M0.6%ETFMediumPittsburgh, PA2026-10-16
Concurrent Investment Advisors, LLC
47,741$2.2M0.0%GrowthMediumTampa, FL2026-10-16
Grove Bank & Trust
47,500$2.2M0.2%ETFLowMiami, FL2026-10-08
True Private Wealth Advisors
47,062$2.2M0.2%ETFMediumSalem, OR2026-10-19
Cornerstone Wealth Management, LLC
44,701$2.1M0.1%ETFVery LowSt. Peters, MO2026-11-04
PFG Advisors
44,165$2.0M0.1%ETFMediumPhoenix, AZ2026-10-16
Aaron Wealth Advisors LLC
43,357$2.0M0.1%GrowthMediumChicago, IL2026-10-13
Perigon Wealth Management, LLC
41,757$1.9M0.0%GrowthLowSan Francisco, CA2026-10-22
Wedbush Securities Inc
38,564$1.8K0.0%CoreLowPasadena, CA2026-10-22
Citizens Financial Group Inc
37,618$1.7M0.0%GrowthLowProvidence, RI2026-10-23
Dynamic Advisor Solutions LLC
37,172$1.7M0.0%ETFLowPhoenix, AZ2026-10-13
Valeo Financial Advisors, LLC
34,822$1.6M0.0%ETFLowCarmel, IN2026-10-08
Firestone Capital Management
34,541$1.6M0.3%ETFVery LowSouth Miami, FL2026-11-03
Davenport & Co LLC
33,710$1.6M0.0%CoreMediumRichmond, VA2026-10-14
GC Wealth Management RIA, LLC
33,000$1.5M0.1%GrowthMediumCambridge, MA2026-11-02
Brookstone Capital Management
31,883$1.5M0.0%ETFMediumWheaton, IL2026-10-22
Ascentis Independent Advisors
30,788$1.4M0.1%ETFLowDallas, TX2026-11-03
Apollon Wealth Management, LLC
30,348$1.4M0.0%GrowthLowMount Pleasant, SC2026-10-23
Independent Financial Group, LLC
28,273$1.3M0.0%GrowthLowSan Diego, CA2026-10-13
Elevation Point Wealth Partners, LLC
28,269$1.3M0.0%CoreHighDenver, CO2026-11-05
Fifth Third Bancorp
28,201$1.3M0.0%IndexVery LowCincinnati, OH2026-11-05
Integrity Alliance, Llc.
27,578$1.3M0.0%ETFMediumUrbandale, IA2026-10-29
Creative Planning
27,313$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Burkett Financial Services, LLC
25,613$1.2M0.4%ETFLowRock Hill, SC2026-10-01
Fifth Third Securities, Inc.
25,365$1.2M0.1%ETFLowCincinnati, OH2026-10-21
TritonPoint Partners, LLC
22,998$1.1M0.2%CoreMediumChevy Chase, MD2026-11-05
IFP Advisors, Inc
22,116$1.0M0.0%GrowthLowTampa, FL2026-10-16
Lodestar Private Asset Management LLC
21,990$1.0M0.1%ETFLowAlamo, CA2026-10-26
LexAurum Advisors, LLC
21,727$1.0M0.1%ETFLowOverland Park, KS2026-10-19
Kestra Investment Management, LLC
20,756$962.9K0.0%ETFMediumAustin, TX2026-11-04
Signature Estate & Investment Advisors LLC
19,735$915.5K0.0%ETFMediumLos Angeles, CA2026-10-13
Acorn Financial Advisory Services Inc
19,323$896.4K0.1%ETFMediumReston, VA2026-11-02
Summit Investment Advisory Services, LLC
19,237$892.4K0.2%ETFVery LowRoseville, MN2026-11-03
Kestra Private Wealth Services, LLC
18,376$852.4K0.0%GrowthLowAustin, TX2026-10-30
Vise Technologies, Inc.
18,334$850.5K0.0%IndexLowNew York, NY2026-10-29
Roman Butler Fullerton & Co
17,348$800.8K0.2%GrowthMediumSt Louis, MO2026-10-27
Redwood Financial Network Corp
17,276$801.4K0.4%ETFLowSolon, OH2026-11-03
Berkeley, Inc
17,164$796.3K0.2%CoreLowBoise, ID2026-10-20
71 West Capital Partners
17,022$789.7K0.0%IndexVery LowBoston, MA2026-11-04
Meridian Wealth Management, LLC
16,982$787.8K0.0%GrowthLowLexington, KY2026-11-05
SeaBridge Investment Advisors LLC
16,591$769.7K0.1%GrowthMediumSummit, NJ2026-11-02
M Wealth Management, LLC
16,042$744.2K0.6%ETFVery LowSan Diego, CA2026-10-14
Parallel Advisors, LLC
15,957$740.2K0.0%IndexLowSan Francisco, CA2026-11-03
First Citizens Bank & Trust Co
15,893$737.3K0.0%CoreMediumRaleigh, NC2026-10-14
B. Riley Wealth Advisors, Inc.
15,688$727.8K0.0%GrowthLowMemphis, TN2026-10-13
Detalus Advisors, LLC
15,687$727.7K0.1%ETFLowSt. Louis, MO2026-10-15
Modera Wealth Management, LLC
15,016$696.6K0.0%ETFVery LowWestwood, NJ2026-10-28
Provident Living Financial Services, Inc.
14,972$693.2K0.7%GARPLowLehi, UT2026-11-03
Sage Mountain Advisors LLC
14,522$673.7K0.0%ETFLowAtlanta, GA2026-11-02
Wedmont Private Capital
14,519$669.9K0.0%IndexVery LowWest Chester, PA2026-10-09
Sowell Financial Services LLC
14,051$651.8K0.0%CoreLowNorth Little Rock, AR2026-10-23
Balefire, LLC
13,309$617.4K0.1%ETFMediumDallas, TX2026-10-09
Cranbrook Wealth Management, LLC
12,572$583.2K0.1%ETFVery LowBloomfield Hills, MI2026-10-28
Sagespring Wealth Partners, LLC
12,513$580.5K0.0%ETFLowFranklin, TN2026-10-22
Tritonpoint Wealth, LLC
12,435$576.9K0.1%CoreLowChevy Chase, MD2026-10-19
Strategic Blueprint, LLC
12,240$567.8K0.0%ETFLowAtlanta, GA2026-10-22
Canopy Partners, LLC
11,970$555.3K0.2%GrowthLowCincinnati, OH2026-10-28
Regions Financial Corp
11,346$526.3K0.0%CoreLowBirmingham, AL2026-11-05
Rubicon Advisors, GP
11,326$525.4K0.4%GrowthMediumRedding, CA2026-10-23
Clear Creek Financial Management, LLC
10,442$484.4K0.0%ETFMediumSilverdale, WA2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
10,101$468.6K0.0%ETFLowMinneapolis, MN2026-10-14
Stone Summit Wealth LLC
9,935$460.9K0.1%ETFLowMiami, FL2026-10-14
Mission Wealth Management, LP
9,681$449.1K0.0%ETFLowSanta Barbara, CA2026-10-15
Merkkuri Wealth Advisors LLC
9,302$431.5K0.3%ETFMediumHicksville, NY2026-11-03
Milestone Asset Management Group, LLC
9,296$431.2K0.2%ETFVery LowAvon, CT2026-10-20
Burke & Herbert Bank & Trust Co
9,166$425.2K0.1%CoreVery LowAlexandria, VA2026-11-02
Highland Capital Management, LLC
9,131$423.6K0.0%GrowthMediumMemphis, TN2026-10-26
HB Wealth Management, LLC
9,034$419.1K0.0%IndexVery LowAtlanta, GA2026-10-23
Cypress Financial Planning LLC
8,720$404.5K0.1%ETFLowHaddon Heights, NJ2026-10-09
Capital Advisors, Ltd. LLC
8,573$3980.0%ETFLowShaker Heights, OH2026-10-27
Hazlett, Burt & Watson, Inc.
8,296$247.1K0.1%CoreVery LowWheeling, WV2026-11-04
Chesley Taft & Associates LLC
8,214$381.0K0.0%CoreLowChicago, IL2026-10-13
McKinley Carter Wealth Services, Inc.
8,186$379.7K0.0%ETFMediumWheeling, WV2026-10-16
HUB Investment Partners, LLC
8,116$376.5K0.0%GrowthLowAustin, TX2026-11-03
Sierra Ocean, LLC
8,102$375.8K0.2%ETFLowRipon, CA2026-11-03
Kingswood Wealth Advisors, LLC
7,963$369.4K0.0%GrowthLowSan Diego, CA2026-10-23
Glass Jacobson Investment Advisors llc
7,948$368.7K0.1%ETFLowOwings Mills, MD2026-10-26
Maltin Wealth Management, Inc.
7,931$367.9K0.1%ETFMediumRidgewood, NJ2026-10-13
Integrity Advisory Solutions, LLC
7,837$363.6K0.0%ETFMediumDallas, TX2026-10-29
Pettinga Financial Advisors LLC
7,426$344.5K0.1%ETFMediumEvansville, IN2026-10-13
Chicago Partners Investment Group LLC
7,294$334.9K0.0%GARPLowChicago, IL2026-10-27
Sima Wealth Partners, LLC
7,279$337.7K0.2%ETFVery LowRichmond, VA2026-10-19
Ascent Group, LLC
7,230$335.4K0.0%CoreLowVirginia Beach, VA2026-10-30
Southland Equity Partners LLC
7,043$326.7K0.1%ETFLowWildwood, MO2026-10-14
Richardson Capital Management LLC
6,865$318.5K0.1%ETFLowMenomonee Falls, WI2026-10-23
Arwa LLC
6,823$317.4K0.1%ETFMediumFort Worth, TX2026-10-21
MGO One Seven LLC
6,733$312.4K0.0%GrowthLowBeachwood, OH2026-10-28
PUREfi Wealth, LLC
6,429$298.2K0.1%GrowthMediumBoston, MA2026-10-19
Clarity Retirement & Wealth, LLC
6,153$285.4K0.2%ETFN/ANew Bedford, MA2026-11-04
Demars Financial Group, LLC
6,037$280.1K0.1%ETFLowSpokane Valley, WA2026-10-22
Smart Wealth LLC
5,982$277.5K0.1%ETFHighOmaha, NE2026-11-04
Daymark Wealth Partners, LLC
5,897$273.6K0.0%CoreLowCincinnati, OH2026-11-04
Redhawk Wealth Advisors, Inc.
5,816$269.8K0.0%ETFHighMinneapolis, MN2026-10-14
Keybank National Association
5,807$269.4K0.0%CoreLowBrooklyn, OH2026-11-04
Glenview Trust Co
5,770$267.7K0.0%GrowthVery LowLouisville, KY2026-10-28
LongView Wealth Management
5,634$261.4K0.1%ETFLowAtlanta, GA2026-10-19
Curtis Advisory Group, LLC
5,545$257.2K0.0%ETFLowSanta Barbara, CA2026-10-28
Laurel OAK Wealth Management, LLC
5,415$251.2K0.0%GrowthLowMarlton, NJ2026-10-19
Patton Albertson Miller Group, LLC
5,380$249.6K0.0%CoreLowChattanooga, TN2026-10-26
Client 1ST Advisory Group, LLC
5,270$244.5K0.1%ETFVery LowDunedin, FL2026-10-19
Oppenheimer & Co Inc
5,128$237.9K0.0%CoreLowNew York, NY2026-10-26
Journey Advisory Group, LLC
5,007$232.3K0.0%CoreMediumCovington, KY2026-11-04
Moody Lynn Lieberson & Walker, LLC
4,900$227.3K0.0%MomentumLowBoston, MA2026-10-14
Affinity Capital Advisors, LLC
4,866$225.9K0.0%ETFLowBerkeley, CA2026-10-13
Sharkey, Howes & Javer
4,831$224.1K0.0%ETFMediumDenver, CO2026-10-22
Facet Wealth, Inc.
4,734$219.6K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Mengis Capital Management, Inc.
4,702$218.1K0.0%CoreLowPortland, OR2026-10-13
AMG National Trust Bank
4,678$217.0K0.0%ETFLowGreenwood Village, CO2026-11-05
Carroll Advisory Group, LLC
4,626$214.6K0.1%ETFVery LowTexarkana, TX2026-10-16
Capital Square, LLC
4,534$210.4K0.1%YieldMediumAthens, TN2026-10-19
Assetmark, Inc
4,367$202.6K0.0%ETFLowConcord, CA2026-10-21
West Wealth Group, LLC
4,348$201.7K0.0%ETFMediumIrvine, CA2026-10-14
Retirement Wealth Solutions LLC
4,218$195.7K0.1%ETFLowMarshfield, WI2026-10-07
Mather Group, Llc.
3,982$184.7K0.0%ETFMediumChicago, IL2026-10-14
Golden State Wealth Management, LLC
3,635$168.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Spire Wealth Management
3,270$151.7K0.0%GrowthMediumMclean, VA2026-10-30
Lanark Financial, Inc.
3,078$142.8K0.0%CoreMediumBirmingham, AL2026-10-26
Rossby Financial, LCC
3,077$142.7K0.0%ETFMediumMelbourne, FL2026-11-05
CoreCap Advisors, LLC
3,025$140.4K0.0%ETFMediumSouthfield, MI2026-10-08
Manchester Capital Management LLC
2,279$105.7K0.0%CoreLowManchester, VT2026-10-22
Arlington Trust Co LLC
1,816$84.2K0.0%ETFMediumBirmingham, AL2026-10-20
Creative Financial Designs Inc
1,809$83.9K0.0%ETFMediumKokomo, IN2026-11-04
Portfolio Resources Advisor Group, Inc.
1,807$83.8K0.1%ETFMediumCoral Gables, FL2026-10-20
Harbor Asset Planning, Inc.
1,520$70.5K0.1%ETFVery LowBelmont, MA2026-10-23
Parkside Financial Bank & Trust
1,423$66.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Pinnacle Wealth Planning Services, Inc.
1,358$63.0K0.0%GARPLowMansfield, OH2026-10-27
Yankcom Partnership
999$46.3K0.0%CoreVery LowYankton, SD2026-10-15
Mosley Wealth Management
942$43.9K0.0%ETFHighAnaheim, CA2026-10-16
Blue Trust, Inc.
881$40.9K0.0%ETFLowBrentwood, TN2026-10-15
Noble Wealth Management PBC
750$34.8K0.0%YieldMediumGreenwood Village, CO2026-10-01
Ameliora Wealth Management Ltd.
645$30.0K0.0%ETFLowZurich, Switzerland2026-10-23
Cherry Tree Wealth Management, LLC
612$28.4K0.0%ETFVery LowMinnetonka, MN2026-10-15
Private Trust Co NA
610$28.3K0.0%CoreLowCleveland, OH2026-10-20
Realta Investment Advisors
458$21.2K0.0%GrowthMediumWilmington, DE2026-10-14
Latitude Advisors, LLC
430$19.9K0.0%ETFLowYorkville, IL2026-10-27
Compass Financial Management LLC
324$15.0K0.0%CoreN/ATampa, FL2026-10-30
Global Trust Asset Management, LLC
300$13.9K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Larson Financial Group LLC
298$13.8K0.0%GrowthLowSt Louis, MO2026-11-05
Clark Wealth Partners
296$13.7K0.0%ETFVery LowO'Fallon, IL2026-10-19
Rydar Equities, Inc.
282$13.0K0.0%CoreVery LowWeatherford, TX2026-10-13
Sunrise Financial Services, LLC
245$11.4K0.0%ETFMediumBurien, WA2026-10-21
Team Financial Group, LLC
226$10.5K0.0%ETFLowTemecula, CA2026-10-30
Mainstream Capital Management LLC
219$10.2K0.0%GrowthLowLos Angeles, CA2026-10-23
AlphaCore Capital LLC
206$9.5K0.0%ETFLowLa Jolla, CA2026-11-04
Wolff Wiese Magana LLC
192$8.9K0.0%GrowthLowCarslbad, CA2026-10-15
Heritage Family Offices, LLP
173$8.0K0.0%GrowthHighScottsdale, AZ2026-11-02
Cape Investment Advisory, Inc.
163$7.6K0.0%ETFLowMcdonough, GA2026-10-13
Southern Michigan Bank & Trust
161$7.5K0.0%ETFLowColdwater, MI2026-10-19
Sofi Wealth, LLC
145$6.7K0.0%ETFVery LowSan Francisco, CA2026-10-27
JFS Wealth Advisors, LLC
113$5.2K0.0%ETFVery LowHermitage, PA2026-11-03
Networth Advisors, LLC
98$4.6K0.0%ETFMediumCanonsburg, PA2026-11-03
Asset Dedication, LLC
97$4.5K0.0%ETFLowSan Francisco, CA2026-11-03
NorthAvenue LLC
97$4.5K0.0%ETFVery LowColumbus, OH2026-10-29
Carolina Wealth Advisors, LLC
79$3.7K0.0%YieldHighMyrtle Beach, SC2026-10-23
Wilmington Savings Fund Society, FSB
61$2.8K0.0%CoreLowWilmington, DE2026-10-23
Trust Co
48$2.2K0.0%ETFVery LowManhattan, KS2026-10-09
Physician Wealth Advisors, Inc.
41$1.9K0.0%ETFMediumMidvale, UT2026-10-20
Raleigh Capital Management Inc.
35$1.6K0.0%CoreMediumCary, NC2026-10-28
Root Financial Partners, LLC
31$1.4K0.0%ETFMediumEncinitas, CA2026-10-21
Eukles Asset Management
29$1.3K0.0%CoreLowCincinnati, OH2026-11-04
Cassaday & Co Wealth Management LLC
27$1.3K0.0%ETFVery LowMclean, VA2026-10-27
Balance Wealth Partners LLC
22$1.0K0.0%ETFMediumWorthington, OH2026-10-27
Provident Wealth Management, LLC
12$5570.0%ETFVery LowBrentwood, TN2026-10-20
Financial Management Professionals, Inc.
0$00.0%ETFMediumAustin, TX2026-10-23