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Ishares Treasury Floating RA (TFLO)

CUSIP: 46434V860 | NYSE | 1016 institutional holders

Quarters

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

Financial Advisory Corp1,512,829
9.8% of portfolio›$76.7M
Capital Asset Advisory Services LLC1,410,390
2.4% of portfolio›$71.4M
Arbor Investment Advisors, LLC1,396,718
8.1% of portfolio›$70.8M
BIP Wealth, LLC1,202,286
1.7% of portfolio›$60.9M
Stash Investments, LLC1,061,882
15.8% of portfolio›$53.8M
Walker Financial Services, Inc.1,057,524
15.7% of portfolio›$53.6M
Bailard, Inc.1,046,602
1.1% of portfolio›$53.0M
Rinkey Investments867,534
10.6% of portfolio›$44.0M
AlphaCore Capital LLC776,082
0.6% of portfolio›$39.3M
Cambridge Investment Research Advisors, Inc.740,506
0.0% of portfolio›$37.5K
Facet Wealth, Inc.736,814
0.5% of portfolio›$37.3M
Laurel Wealth Advisors LLC672,315
3.2% of portfolio›$34.1M
Hartline Investment Corp/636,040
3.3% of portfolio›$32.2M
Brooklyn FI, LLC564,404
4.4% of portfolio›$28.5M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors542,283
1.4% of portfolio›$27.5M
Omnitrust Wealth Management, Inc491,460
29.2% of portfolio›$24.9M
Ifrah Financial Services, Inc.484,696
6.2% of portfolio›$24.6M
Portfolio Design Labs, LLC468,621
3.8% of portfolio›$23.7M
IFP Advisors, Inc452,788
0.4% of portfolio›$22.9M
Landaas & Co434,111
3.6% of portfolio›$22.0M
Anderson Hoagland & Co430,689
1.7% of portfolio›$21.8M
MKT Advisors LLC424,013
6.9% of portfolio›$21.4M
Midwest Financial Partners Investments, Inc.420,997
8.2% of portfolio›$21.3M
Weaver Consulting Group391,229
3.9% of portfolio›$19.8M
Verdence Capital Advisors LLC385,880
0.8% of portfolio›$19.6M
Ascent Group, LLC383,674
0.6% of portfolio›$19.4M
Farther Finance Advisors, LLC381,270
0.1% of portfolio›$19.3M
ARK & TLK Investments, LLC379,709
4.6% of portfolio›$19.2M
Castle Rock Wealth Management, LLC363,427
3.5% of portfolio›$18.4M
J2 Capital Management Inc357,608
11.5% of portfolio›$18.1M
Cardinal Point Capital Management ULC354,220
1.0% of portfolio›$17.9M
Sugar Maple Asset Management, LLC348,364
10.1% of portfolio›$17.7M
Beacon Financial Group345,109
1.6% of portfolio›$17.5M
Thrivent Financial for Lutherans341,403
0.1% of portfolio›$17.3M
Assetmark, Inc332,155
0.0% of portfolio›$16.8M
Commonwealth Equity Services, LLC307,143
0.0% of portfolio›$15.6M
Elmwood Wealth Management, Inc.302,125
3.7% of portfolio›$15.3M
Creative Planning294,600
0.0% of portfolio›$14.9M
Capital Advantage, Inc.290,241
1.8% of portfolio›$14.7M
Stonebridge Financial Group, LLC285,566
1.1% of portfolio›$14.5M
J.W. Cole Advisors, Inc.266,839
0.2% of portfolio›$13.5M
Arta Finance Wealth Management LLC236,918
5.7% of portfolio›$12.0M
Legacy Wealth Asset Management, LLC228,247
2.5% of portfolio›$11.6M
Moulton Wealth Management, Inc225,145
7.7% of portfolio›$11.4M
Hutchens & Kramer Investment Management Group, LLC222,912
3.4% of portfolio›$11.3M
Sovran Advisors, LLC210,329
0.7% of portfolio›$10.7M
Glenview Trust Co201,982
0.1% of portfolio›$10.2M
Meridian Wealth Management, LLC193,602
0.3% of portfolio›$9.8M
Aquire Wealth Advisors, LLC167,748
1.9% of portfolio›$8.5M
Ignite Planners, LLC157,920
1.0% of portfolio›$8.0M
Split Rock Private Trading & Wealth Management, LLC141,315
4.8% of portfolio›$7.2M
Montecito Bank & Trust135,668
1.0% of portfolio›$6.9M
St. Louis Financial Planners Asset Management, LLC129,470
2.7% of portfolio›$6.5M
Lunt Capital Management, Inc.119,335
2.3% of portfolio›$6.0M
Indivisible Partners118,175
0.3% of portfolio›$6.0M
PFS Partners, LLC115,709
2.4% of portfolio›$5.9M
Optivise Advisory Services LLC115,705
2.9% of portfolio›$5.9M
Pioneer Wealth Management Group112,603
1.3% of portfolio›$5.7M
SteelPeak Wealth, LLC112,425
0.1% of portfolio›$5.7M
New Capital Management LP111,915
1.3% of portfolio›$5.7M
Worth Asset Management, LLC111,085
1.6% of portfolio›$5.6M
Perigon Wealth Management, LLC110,348
0.1% of portfolio›$5.6M
TD Waterhouse Canada Inc.105,788
0.0% of portfolio›$5.3M
Elevation Point Wealth Partners, LLC105,457
0.1% of portfolio›$5.3M
Baring Financial LLC100,850
2.7% of portfolio›$5.1M
Yoder Wealth Management, Inc.97,887
1.9% of portfolio›$5.0M
Spectrum Planning & Advisory Services Inc.88,073
1.9% of portfolio›$4.5M
MGO One Seven LLC87,791
0.1% of portfolio›$4.4M
Founders Financial Securities LLC78,900
0.2% of portfolio›$4.0M
Guidance Capital, Inc74,562
0.8% of portfolio›$3.8M
Wealth Enhancement Advisory Services, LLC70,193
0.0% of portfolio›$3.5M
Mraz, Amerine & Associates, Inc.69,895
0.6% of portfolio›$3.5M
Oppenheimer & Co Inc69,299
0.0% of portfolio›$3.5M
Tactive Advisors, LLC69,091
0.8% of portfolio›$3.5M
Global Assets Advisory, LLC68,253
0.8% of portfolio›$3.4M
Partners Wealth Management, LLC65,036
0.3% of portfolio›$3.3M
Capital Wealth Alliance, LLC63,654
1.4% of portfolio›$3.2M
Strategic Blueprint, LLC62,951
0.2% of portfolio›$3.2M
Professional Financial Advisors, LLC62,534
0.5% of portfolio›$3.2M
Heck Capital Advisors, LLC62,253
0.2% of portfolio›$3.2M
SAX Wealth Advisors, LLC61,156
0.1% of portfolio›$3.1M
Independent Financial Group, LLC60,426
0.1% of portfolio›$3.1M
Brookstone Capital Management58,517
0.0% of portfolio›$3.0M
Mattern Capital Management, LLC58,492
0.3% of portfolio›$3.0M
Destiny Wealth Partners, LLC56,645
0.3% of portfolio›$2.9M
Central Trust Co56,040
0.1% of portfolio›$2.8M
Johnson Bixby & Associates, LLC55,347
0.3% of portfolio›$2.8M
Nilsine Partners, LLC53,883
0.2% of portfolio›$2.7M
IFS Advisors, LLC53,211
0.8% of portfolio›$2.7M
AA Financial Advisors, LLC53,129
0.3% of portfolio›$2.7M
Citigroup Inc52,520
0.0% of portfolio›$2.7M
Kestra Advisory Services, LLC50,367
0.0% of portfolio›$2.6M
Measured Risk Portfolios, Inc.48,651
2.6% of portfolio›$2.5M
Form Wealth Advisors, LLC48,198
0.3% of portfolio›$2.4M
Fifth Third Securities, Inc.44,791
0.1% of portfolio›$2.3M
Intelligence Driven Advisers, LLC43,297
0.4% of portfolio›$2.2M
James Investment Research, Inc.43,026
0.2% of portfolio›$2.2M
Integrity Alliance, Llc.39,717
0.1% of portfolio›$2.0M
Aspect Partners, LLC39,296
0.8% of portfolio›$2.0M
Diversify Advisory Services, LLC37,830
0.0% of portfolio›$1.9M
Diversify Wealth Management, LLC37,830
0.0% of portfolio›$1.9M
Steele Capital Management, Inc.36,687
0.1% of portfolio›$1.9M
Malaga Cove Capital, LLC36,606
0.6% of portfolio›$1.9M
Lionshead Wealth Management, LLC34,399
1.2% of portfolio›$1.7M
Fifth Third Bancorp32,373
0.0% of portfolio›$1.6M
Parisi Gray Wealth Management31,820
0.3% of portfolio›$1.6M
Focus Financial Network, Inc.31,472
0.0% of portfolio›$1.6M
Koshinski Asset Management, Inc.29,591
0.1% of portfolio›$1.5M
Dynamic Advisor Solutions LLC28,573
0.0% of portfolio›$1.4M
Secure Asset Management, LLC28,288
0.2% of portfolio›$1.4M
3 Factor Indexing, LLC25,942
1.1% of portfolio›$1.3M
Total Clarity Wealth Management, Inc.22,927
0.2% of portfolio›$1.2M
Concurrent Investment Advisors, LLC22,633
0.0% of portfolio›$1.1M
Spire Wealth Management21,719
0.0% of portfolio›$1.1M
Kingswood Wealth Advisors, LLC21,523
0.0% of portfolio›$1.1M
MFA Wealth Services21,050
0.6% of portfolio›$1.1M
Advisory Advocates, LLC20,817
0.9% of portfolio›$1.1M
Moneco Advisors, LLC19,452
0.1% of portfolio›$985.6K
Bank of New York Mellon Corp18,004
0.0% of portfolio›$912.3K
Elevation Capital Advisory, LLC17,808
0.4% of portfolio›$902.3K
Trek Financial, LLC17,764
0.0% of portfolio›$900.1K
Vise Technologies, Inc.17,764
0.0% of portfolio›$900.1K
Choreo, LLC17,420
0.0% of portfolio›$882.7K
Centurion Wealth Management LLC17,223
0.2% of portfolio›$872.7K
HCR Wealth Advisors16,825
0.1% of portfolio›$852.5K
Flagship Harbor Advisors, LLC16,112
0.0% of portfolio›$816.4K
Old Mission Investment Co LLC15,120
0.2% of portfolio›$766.1K
Balboa Wealth Partners14,820
0.1% of portfolio›$750.9K
Prime Capital Investment Advisors, LLC14,159
0.0% of portfolio›$717.4K
Wedmont Private Capital13,966
0.0% of portfolio›$706.1K
Triad Wealth Partners, LLC13,876
0.0% of portfolio›$703.1K
Ashton Thomas Private Wealth, LLC13,675
0.0% of portfolio›$692.9K
Prospera Financial Services Inc13,210
0.0% of portfolio›$669.9K
Clear Creek Financial Management, LLC13,149
0.1% of portfolio›$666.2K
Integrated Advisors Network LLC12,886
0.0% of portfolio›$652.9K
Invenio Wealth Partners LLC12,861
0.2% of portfolio›$651.7K
Milestone Asset Management, LLC12,483
0.1% of portfolio›$632.5K
Slow Capital, Inc.11,911
0.1% of portfolio›$603.5K
Eagle Global Advisors LLC11,889
0.0% of portfolio›$602.4K
Cypress Capital, LLC11,856
0.2% of portfolio›$600.8K
Andina Capital Management, LLC10,553
0.8% of portfolio›$534.7K
Truist Financial Corp10,109
0.0% of portfolio›$512.2K
LFG Wealth Partners, LLC10,080
0.2% of portfolio›$510.8K
Portside Wealth Group, LLC10,048
0.1% of portfolio›$509.1K
Ashton Thomas Securities, LLC9,520
0.1% of portfolio›$482.4K
Schmidt P J Investment Management Inc9,501
0.1% of portfolio›$481.4K
Robinson Smith Wealth Advisors LLC9,272
0.3% of portfolio›$469.8K
Weatherly Asset Management L. P.9,147
0.0% of portfolio›$463.5K
Foundry Financial LLC9,092
0.1% of portfolio›$460.7K
August Group Capital Ltd9,060
0.5% of portfolio›$459.1K
US Bancorp \de\8,860
0.0% of portfolio›$448.9K
Shira Ridge Wealth Management8,462
0.1% of portfolio›$428.8K
Sigma Planning Corp8,424
0.0% of portfolio›$426.8K
Athena Wealth Management, LLC8,356
0.3% of portfolio›$423.4K
AlphaStar Capital Management, LLC8,340
0.0% of portfolio›$422.6K
Compound Planning, Inc.8,315
0.0% of portfolio›$421.3K
Summit Wealth Group LLC / Co7,940
0.0% of portfolio›$402.3K
Apella Capital, LLC7,867
0.0% of portfolio›$397.6K
Nemes Rush Group LLC7,710
0.0% of portfolio›$390.7K
Avior Wealth Management, LLC7,540
0.0% of portfolio›$382.1K
Bigelow Investment Advisors, LLC6,880
0.1% of portfolio›$348.6K
Searle & Co.6,290
0.1% of portfolio›$318.7K
Grey Ledge Advisors, LLC6,226
0.1% of portfolio›$315.5K
Boomfish Wealth Group, LLC6,180
0.1% of portfolio›$313.1K
Beverly Hills Private Wealth, LLC6,157
0.1% of portfolio›$312.0K
Murphy, Middleton, Hinkle & Parker, Inc.6,092
0.1% of portfolio›$308.7K
Winebrenner Capital Management LLC6,042
0.2% of portfolio›$306.1K
Simplicity Wealth,LLC5,956
0.0% of portfolio›$301.8K
Taylor & Morgan Wealth Management, LLC5,942
0.1% of portfolio›$301.1K
Horst & Graben Wealth Management LLC5,766
0.0% of portfolio›$292.2K
Visionary Wealth Advisors5,753
0.0% of portfolio›$291.5K
RFG Advisory, LLC5,710
0.0% of portfolio›$289.3K
Quartz Partners, LLC5,710
0.1% of portfolio›$289.3K
Mather Group, Llc.5,689
0.0% of portfolio›$288.2K
Accelerate Investment Advisors LLC5,685
0.2% of portfolio›$288.0K
Ascentis Independent Advisors5,576
0.0% of portfolio›$282.5K
Stablepoint Partners, LLC5,407
0.0% of portfolio›$274.0K
Park Avenue Securities LLC5,383
0.0% of portfolio›$273
Signature Estate & Investment Advisors LLC5,360
0.0% of portfolio›$271.6K
United Advisor Group, LLC5,139
0.0% of portfolio›$260.4K
GC Wealth Management RIA, LLC5,126
0.0% of portfolio›$259.7K
Redhawk Wealth Advisors, Inc.5,063
0.0% of portfolio›$256.5K
Axxcess Wealth Management, LLC5,029
0.0% of portfolio›$254.8K
HUB Investment Partners, LLC5,009
0.0% of portfolio›$253.8K
Fiduciary Financial Group, LLC4,861
0.0% of portfolio›$246.3K
Invested Advisors4,532
0.2% of portfolio›$229.6K
Southern Capital Advisors, LLC4,471
0.1% of portfolio›$226.5K
Private Trust Co NA4,462
0.0% of portfolio›$226.1K
D.A. Davidson & Co.4,460
0.0% of portfolio›$226.0K
PKS Advisory Services, LLC4,130
0.0% of portfolio›$209.2K
Mainsail Asset Management, LLC4,089
0.1% of portfolio›$206.6K
Investors Research Corp4,060
0.0% of portfolio›$205.7K
Richardson Financial Services Inc.3,567
0.1% of portfolio›$180.7K
Rossby Financial, LCC3,455
0.0% of portfolio›$175.0K
Nova Financial LLC3,450
0.1% of portfolio›$174.8K
Compass Financial Management LLC2,906
0.0% of portfolio›$147.3K
Reyes Financial Architecture, Inc.2,664
0.1% of portfolio›$135.0K
Heritage Family Offices, LLP2,607
0.0% of portfolio›$132.1K
Blue Trust, Inc.2,500
0.0% of portfolio›$126.7K
MV Capital Management, Inc.2,303
0.0% of portfolio›$116.7K
Friedenthal Financial1,667
0.0% of portfolio›$84.5K
Capital Investment Advisory Services, LLC1,593
0.0% of portfolio›$80.7K
IMG Wealth Management, Inc.1,365
0.0% of portfolio›$69.2K
Gables Capital Management Inc.1,323
0.0% of portfolio›$67.0K
Comprehensive Financial Planning, Inc.1,233
0.0% of portfolio›$62.5K
Clark Wealth Partners1,083
0.0% of portfolio›$54.9K
Wolff Wiese Magana LLC973
0.0% of portfolio›$49.3K
Latitude Advisors, LLC682
0.0% of portfolio›$34.6K
Evolution Wealth Management Inc.626
0.0% of portfolio›$31.7K
Silver Grove Financial Group, Inc.620
0.0% of portfolio›$31.4K
Independence Bank of Kentucky596
0.0% of portfolio›$30.2K
Biltmore Family Office, LLC520
0.0% of portfolio›$26.3K
Financial Network Wealth Advisors LLC473
0.0% of portfolio›$24.0K
Wealth Enhancement Trust Services, Inc.416
0.0% of portfolio›$21.1K
Acumen Wealth Advisors, LLC416
0.0% of portfolio›$21.1K
Cedar Mountain Advisors, LLC375
0.0% of portfolio›$19.0K
CoreCap Advisors, LLC350
0.0% of portfolio›$17.7K
EverSource Wealth Advisors, LLC327
0.0% of portfolio›$16.6K
Ares Financial Consulting, LLC325
0.0% of portfolio›$16.5K
Lanark Financial, Inc.267
0.0% of portfolio›$13.5K
Central Pacific Bank - Trust Division182
0.0% of portfolio›$9.2K
WestEnd Advisors, LLC135
0.0% of portfolio›$6.8K
Birch Financial Group, LLC130
0.0% of portfolio›$6.6K
TD Private Client Wealth LLC102
0.0% of portfolio›$5.2K
Elevated Capital Advisors, LLC100
0.0% of portfolio›$5.1K
Simplex Trading, LLC100
0.0% of portfolio›$5.1K
Creative Financial Designs Inc94
0.0% of portfolio›$4.8K
Triumph Capital Management80
0.0% of portfolio›$4.1K
Rydar Equities, Inc.46
0.0% of portfolio›$2.3K
Lloyd Advisory Services, Llc.36
0.0% of portfolio›$1.8K
Adkins Seale Capital Management LLC31
0.0% of portfolio›$1.6K
Harbor Investment Advisory, LLC22
0.0% of portfolio›$1.1K
Key Capital Management, Inc13
0.0% of portfolio›$659
Signature Resources Capital Management, LLC10
0.0% of portfolio›$507
Essential Partners LLC3
0.0% of portfolio›$152
Covestor Ltd0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Financial Advisory Corp
1,512,829$76.7M9.8%ETFVery LowGrand Rapids, MI2026-10-14
Capital Asset Advisory Services LLC
1,410,390$71.4M2.4%ETFLowWilliamston, MI2026-10-30
Arbor Investment Advisors, LLC
1,396,718$70.8M8.1%ETFVery LowWinston Salem, NC2026-10-26
BIP Wealth, LLC
1,202,286$60.9M1.7%ETFMediumAtlanta, GA2026-10-22
Stash Investments, LLC
1,061,882$53.8M15.8%ETFVery LowNew York, NY2026-10-26
Walker Financial Services, Inc.
1,057,524$53.6M15.7%ETFLowBowling Green, KY2026-10-26
Bailard, Inc.
1,046,602$53.0M1.1%GrowthMediumFoster City, CA2026-10-13
Rinkey Investments
867,534$44.0M10.6%ETFLowSan Diego, CA2026-10-28
AlphaCore Capital LLC
776,082$39.3M0.6%ETFLowLa Jolla, CA2026-11-04
Cambridge Investment Research Advisors, Inc.
740,506$37.5K0.0%ETFLowFairfield, IA2026-11-02
Facet Wealth, Inc.
736,814$37.3M0.5%IndexVery LowWest Palm Beach, FL2026-11-04
Laurel Wealth Advisors LLC
672,315$34.1M3.2%CoreVery LowCharlotte, NC2026-10-27
Hartline Investment Corp/
636,040$32.2M3.3%GrowthMediumWinnetka, IL2026-10-29
Brooklyn FI, LLC
564,404$28.5M4.4%ETFVery LowNew York, NY2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
542,283$27.5M1.4%ETFMediumWestlake, OH2026-10-14
Omnitrust Wealth Management, Inc
491,460$24.9M29.2%ETFN/AJacksonville, FL2026-11-02
Ifrah Financial Services, Inc.
484,696$24.6M6.2%ETFLowLittle Rock, AR2026-10-13
Portfolio Design Labs, LLC
468,621$23.7M3.8%GrowthMediumEncino, CA2026-11-04
IFP Advisors, Inc
452,788$22.9M0.4%GrowthLowTampa, FL2026-10-16
Landaas & Co
434,111$22.0M3.6%ETFVery LowMilwaukee, WI2026-10-29
Anderson Hoagland & Co
430,689$21.8M1.7%ETFLowSt Louis, MO2026-10-23
MKT Advisors LLC
424,013$21.4M6.9%ETFLowCarlsbad, CA2026-10-20
Midwest Financial Partners Investments, Inc.
420,997$21.3M8.2%ETFVery LowSt. Cloud, MN2026-10-08
Weaver Consulting Group
391,229$19.8M3.9%ETFLowHuntington Beach, CA2026-10-07
Verdence Capital Advisors LLC
385,880$19.6M0.8%CoreMediumHunt Valley, MD2026-10-26
Ascent Group, LLC
383,674$19.4M0.6%CoreLowVirginia Beach, VA2026-10-30
Farther Finance Advisors, LLC
381,270$19.3M0.1%IndexLowSan Francisco, CA2026-10-08
ARK & TLK Investments, LLC
379,709$19.2M4.6%ETFLowOklahoma City, OK2026-10-20
Castle Rock Wealth Management, LLC
363,427$18.4M3.5%GrowthMediumWalnut Creek, CA2026-10-09
J2 Capital Management Inc
357,608$18.1M11.5%ETFHighTroy, MI2026-10-19
Cardinal Point Capital Management ULC
354,220$17.9M1.0%ValueLowToronto, Australia2026-10-21
Sugar Maple Asset Management, LLC
348,364$17.7M10.1%ETFMediumSister Bay, WI2026-10-13
Beacon Financial Group
345,109$17.5M1.6%ETFMediumDallas, TX2026-10-19
Thrivent Financial for Lutherans
341,403$17.3M0.1%GARPMediumMinneapolis, MN2026-11-05
Assetmark, Inc
332,155$16.8M0.0%ETFLowConcord, CA2026-10-21
Commonwealth Equity Services, LLC
307,143$15.6M0.0%ETFLowWaltham, MA2026-11-02
Elmwood Wealth Management, Inc.
302,125$15.3M3.7%ETFLowBerkeley, CA2026-10-14
Creative Planning
294,600$14.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Capital Advantage, Inc.
290,241$14.7M1.8%ETFMediumWalnut Creek, CA2026-10-14
Stonebridge Financial Group, LLC
285,566$14.5M1.1%ETFMediumWormleysburg, PA2026-10-01
J.W. Cole Advisors, Inc.
266,839$13.5M0.2%IndexLowTampa, FL2026-11-05
Arta Finance Wealth Management LLC
236,918$12.0M5.7%ETFLowMountain View, CA2026-10-28
Legacy Wealth Asset Management, LLC
228,247$11.6M2.5%GARPMediumWoodbury, MN2026-10-09
Moulton Wealth Management, Inc
225,145$11.4M7.7%ETFVery HighSpokane, WA2026-10-13
Hutchens & Kramer Investment Management Group, LLC
222,912$11.3M3.4%ETFLowIndianapolis, IN2026-10-16
Sovran Advisors, LLC
210,329$10.7M0.7%ETFMediumSan Diego, CA2026-11-02
Glenview Trust Co
201,982$10.2M0.1%GrowthVery LowLouisville, KY2026-10-28
Meridian Wealth Management, LLC
193,602$9.8M0.3%GrowthLowLexington, KY2026-11-05
Aquire Wealth Advisors, LLC
167,748$8.5M1.9%ETFVery LowSalt Lake City, UT2026-10-23
Ignite Planners, LLC
157,920$8.0M1.0%CoreLowSan Clemente, CA2026-10-14
Split Rock Private Trading & Wealth Management, LLC
141,315$7.2M4.8%GrowthMediumCloquet, MN2026-10-15
Montecito Bank & Trust
135,668$6.9M1.0%GrowthVery LowSanta Barbara, CA2026-10-01
St. Louis Financial Planners Asset Management, LLC
129,470$6.5M2.7%GrowthVery HighChesterfield, MO2026-10-16
Lunt Capital Management, Inc.
119,335$6.0M2.3%ETFLowHolladay, UT2026-10-30
Indivisible Partners
118,175$6.0M0.3%GrowthMediumClearwater, FL2026-10-26
PFS Partners, LLC
115,709$5.9M2.4%ETFVery LowMine Hill, NJ2026-10-21
Optivise Advisory Services LLC
115,705$5.9M2.9%ETFMediumFranklin, TN2026-10-19
Pioneer Wealth Management Group
112,603$5.7M1.3%ETFLowAustin, TX2026-10-09
SteelPeak Wealth, LLC
112,425$5.7M0.1%GrowthHighWoodland Hills, CA2026-10-16
New Capital Management LP
111,915$5.7M1.3%ETFVery LowHouston, TX2026-10-29
Worth Asset Management, LLC
111,085$5.6M1.6%ETFHighDallas, TX2026-10-07
Perigon Wealth Management, LLC
110,348$5.6M0.1%GrowthLowSan Francisco, CA2026-10-22
TD Waterhouse Canada Inc.
105,788$5.3M0.0%CoreLowToronto, Australia2026-10-16
Elevation Point Wealth Partners, LLC
105,457$5.3M0.1%CoreHighDenver, CO2026-11-05
Baring Financial LLC
100,850$5.1M2.7%ETFLowBellingham, WA2026-10-07
Yoder Wealth Management, Inc.
97,887$5.0M1.9%ETFLowWalnut Creek, CA2026-10-13
Spectrum Planning & Advisory Services Inc.
88,073$4.5M1.9%ETFMediumSan Diego, CA2026-11-05
MGO One Seven LLC
87,791$4.4M0.1%GrowthLowBeachwood, OH2026-10-28
Founders Financial Securities LLC
78,900$4.0M0.2%ETFMediumTowson, MD2026-10-28
Guidance Capital, Inc
74,562$3.8M0.8%ETFMediumLousville, KY2026-11-03
Wealth Enhancement Advisory Services, LLC
70,193$3.5M0.0%CoreLowPlymouth, MN2026-10-13
Mraz, Amerine & Associates, Inc.
69,895$3.5M0.6%Deep ValueLowModesto, CA2026-10-30
Oppenheimer & Co Inc
69,299$3.5M0.0%CoreLowNew York, NY2026-10-26
Tactive Advisors, LLC
69,091$3.5M0.8%ETFHighJacksonville, FL2026-10-08
Global Assets Advisory, LLC
68,253$3.4M0.8%GrowthHighOrlando, FL2026-10-28
Partners Wealth Management, LLC
65,036$3.3M0.3%CoreLowCarmel By The Sea, CA2026-10-28
Capital Wealth Alliance, LLC
63,654$3.2M1.4%CoreLowScottsdale, AZ2026-10-20
Strategic Blueprint, LLC
62,951$3.2M0.2%ETFLowAtlanta, GA2026-10-22
Professional Financial Advisors, LLC
62,534$3.2M0.5%ETFMediumNorth Platte, NE2026-10-13
Heck Capital Advisors, LLC
62,253$3.2M0.2%ETFMediumRhinelander, WI2026-10-14
SAX Wealth Advisors, LLC
61,156$3.1M0.1%ETFVery LowParsippany, NJ2026-10-13
Independent Financial Group, LLC
60,426$3.1M0.1%GrowthLowSan Diego, CA2026-10-13
Brookstone Capital Management
58,517$3.0M0.0%ETFMediumWheaton, IL2026-10-22
Mattern Capital Management, LLC
58,492$3.0M0.3%CoreMediumLakewood, CO2026-11-02
Destiny Wealth Partners, LLC
56,645$2.9M0.3%ETFMediumTavares, FL2026-11-05
Central Trust Co
56,040$2.8M0.1%CoreLowJefferson City, MO2026-11-05
Johnson Bixby & Associates, LLC
55,347$2.8M0.3%ETFMediumVancouver, WA2026-10-14
Nilsine Partners, LLC
53,883$2.7M0.2%CoreMediumGreenwood Village, CO2026-11-02
IFS Advisors, LLC
53,211$2.7M0.8%ETFLowOverland Park, KS2026-10-14
AA Financial Advisors, LLC
53,129$2.7M0.3%ETFMediumColumbus, OH2026-10-19
Citigroup Inc
52,520$2.7M0.0%CoreMediumNew York, NY2026-11-04
Kestra Advisory Services, LLC
50,367$2.6M0.0%CoreLowAustin, TX2026-11-02
Measured Risk Portfolios, Inc.
48,651$2.5M2.6%YieldMediumSan Diego, CA2026-10-21
Form Wealth Advisors, LLC
48,198$2.4M0.3%ETFMediumLake Geneva, WI2026-10-13
Fifth Third Securities, Inc.
44,791$2.3M0.1%ETFLowCincinnati, OH2026-10-21
Intelligence Driven Advisers, LLC
43,297$2.2M0.4%ETFLowCarlsbad, CA2026-10-09
James Investment Research, Inc.
43,026$2.2M0.2%CoreLowAlpha, OH2026-10-22
Integrity Alliance, Llc.
39,717$2.0M0.1%ETFMediumUrbandale, IA2026-10-29
Aspect Partners, LLC
39,296$2.0M0.8%ETFMediumFairfax, VA2026-10-20
Diversify Advisory Services, LLC
37,830$1.9M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
37,830$1.9M0.0%GrowthMediumSandy, UT2026-10-20
Steele Capital Management, Inc.
36,687$1.9M0.1%ETFVery LowDubuque, IA2026-11-02
Malaga Cove Capital, LLC
36,606$1.9M0.6%GrowthLowPv Estates, CA2026-10-23
Lionshead Wealth Management, LLC
34,399$1.7M1.2%ETFLowNew York, NY2026-10-21
Fifth Third Bancorp
32,373$1.6M0.0%IndexVery LowCincinnati, OH2026-11-05
Parisi Gray Wealth Management
31,820$1.6M0.3%GrowthLowMendham, NJ2026-10-16
Focus Financial Network, Inc.
31,472$1.6M0.0%ETFLowMinneapolis, MN2026-10-14
Koshinski Asset Management, Inc.
29,591$1.5M0.1%ETFLowDecatur, IL2026-10-29
Dynamic Advisor Solutions LLC
28,573$1.4M0.0%ETFLowPhoenix, AZ2026-10-13
Secure Asset Management, LLC
28,288$1.4M0.2%GrowthMediumTroy, MI2026-10-19
3 Factor Indexing, LLC
25,942$1.3M1.1%ETFLowSacramento, CA2026-10-15
Total Clarity Wealth Management, Inc.
22,927$1.2M0.2%ETFMediumSt. Charles, IL2026-10-26
Concurrent Investment Advisors, LLC
22,633$1.1M0.0%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
21,719$1.1M0.0%GrowthMediumMclean, VA2026-10-30
Kingswood Wealth Advisors, LLC
21,523$1.1M0.0%GrowthLowSan Diego, CA2026-10-23
MFA Wealth Services
21,050$1.1M0.6%ETFLowThousand Oaks, CA2026-10-14
Advisory Advocates, LLC
20,817$1.1M0.9%YieldMediumGrand Rapids, MI2026-11-05
Moneco Advisors, LLC
19,452$985.6K0.1%ETFLowFairfield, CT2026-11-05
Bank of New York Mellon Corp
18,004$912.3K0.0%CoreLowNew York, NY2026-11-05
Elevation Capital Advisory, LLC
17,808$902.3K0.4%ETFVery HighBend, OR2026-10-29
Trek Financial, LLC
17,764$900.1K0.0%ETFHighScottsdale, AZ2026-10-29
Vise Technologies, Inc.
17,764$900.1K0.0%IndexLowNew York, NY2026-10-29
Choreo, LLC
17,420$882.7K0.0%IndexLowRockford, IL2026-10-28
Centurion Wealth Management LLC
17,223$872.7K0.2%ETFMediumMclean, VA2026-10-13
HCR Wealth Advisors
16,825$852.5K0.1%GrowthLowLos Angeles, CA2026-10-15
Flagship Harbor Advisors, LLC
16,112$816.4K0.0%ETFMediumBoston, MA2026-10-26
Old Mission Investment Co LLC
15,120$766.1K0.2%ETFLowTraverse City, MI2026-10-22
Balboa Wealth Partners
14,820$750.9K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Prime Capital Investment Advisors, LLC
14,159$717.4K0.0%ETFLowOverland Park, KS2026-10-20
Wedmont Private Capital
13,966$706.1K0.0%IndexVery LowWest Chester, PA2026-10-09
Triad Wealth Partners, LLC
13,876$703.1K0.0%ETFMediumLawrence, KS2026-10-26
Ashton Thomas Private Wealth, LLC
13,675$692.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Prospera Financial Services Inc
13,210$669.9K0.0%CoreMediumDallas, TX2026-11-04
Clear Creek Financial Management, LLC
13,149$666.2K0.1%ETFMediumSilverdale, WA2026-10-28
Integrated Advisors Network LLC
12,886$652.9K0.0%GrowthMediumDallas, TX2026-10-20
Invenio Wealth Partners LLC
12,861$651.7K0.2%ETFLowCoral Gables, FL2026-10-20
Milestone Asset Management, LLC
12,483$632.5K0.1%GrowthHighPittsburgh, PA2026-10-15
Slow Capital, Inc.
11,911$603.5K0.1%Agg GrowthLowGreenbrae, CA2026-10-23
Eagle Global Advisors LLC
11,889$602.4K0.0%CoreLowHouston, TX2026-11-02
Cypress Capital, LLC
11,856$600.8K0.2%ETFMediumFranklin, TN2026-10-20
Andina Capital Management, LLC
10,553$534.7K0.8%ETFMediumLogan, UT2026-10-21
Truist Financial Corp
10,109$512.2K0.0%CoreLowCharlotte, NC2026-10-30
LFG Wealth Partners, LLC
10,080$510.8K0.2%CoreMediumElizabethtown, KY2026-10-28
Portside Wealth Group, LLC
10,048$509.1K0.1%CoreMediumProvo, UT2026-10-20
Ashton Thomas Securities, LLC
9,520$482.4K0.1%ETFMediumRochester, NY2026-10-26
Schmidt P J Investment Management Inc
9,501$481.4K0.1%GrowthVery LowCedarburg, WI2026-11-02
Robinson Smith Wealth Advisors LLC
9,272$469.8K0.3%ETFLowSouth Portland, ME2026-10-22
Weatherly Asset Management L. P.
9,147$463.5K0.0%GrowthVery LowDel Mar, CA2026-10-20
Foundry Financial LLC
9,092$460.7K0.1%ETFMediumPasadena, CA2026-10-16
August Group Capital Ltd
9,060$459.1K0.5%GrowthMediumToronto, Australia2026-10-14
US Bancorp \de\
8,860$448.9K0.0%IndexLowMinneapolis, MN2026-11-05
Shira Ridge Wealth Management
8,462$428.8K0.1%ETFLowLarkspur, CA2026-10-09
Sigma Planning Corp
8,424$426.8K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Athena Wealth Management, LLC
8,356$423.4K0.3%GARPMediumReno, NV2026-10-09
AlphaStar Capital Management, LLC
8,340$422.6K0.0%ETFMediumCornelius, NC2026-10-16
Compound Planning, Inc.
8,315$421.3K0.0%CoreLowNew York, NY2026-11-05
Summit Wealth Group LLC / Co
7,940$402.3K0.0%ETFHighColorado Springs, CO2026-10-29
Apella Capital, LLC
7,867$397.6K0.0%ETFVery LowWest Hartford, CT2026-10-08
Nemes Rush Group LLC
7,710$390.7K0.0%CoreVery LowNovi, MI2026-11-04
Avior Wealth Management, LLC
7,540$382.1K0.0%ETFMediumOmaha, NE2026-10-13
Bigelow Investment Advisors, LLC
6,880$348.6K0.1%ETFLowPortland, ME2026-10-13
Searle & Co.
6,290$318.7K0.1%CoreLowGreenwich, CT2026-11-04
Grey Ledge Advisors, LLC
6,226$315.5K0.1%CoreLowGuilford, CT2026-11-02
Boomfish Wealth Group, LLC
6,180$313.1K0.1%GrowthMediumAlpharetta, GA2026-10-22
Beverly Hills Private Wealth, LLC
6,157$312.0K0.1%ValueMediumBeverly Hills, CA2026-11-04
Murphy, Middleton, Hinkle & Parker, Inc.
6,092$308.7K0.1%CoreVery HighThomasville, GA2026-10-15
Winebrenner Capital Management LLC
6,042$306.1K0.2%ETFLowLouisville, KY2026-10-07
Simplicity Wealth,LLC
5,956$301.8K0.0%ETFLowSummit, NJ2026-10-23
Taylor & Morgan Wealth Management, LLC
5,942$301.1K0.1%ETFVery LowTroy, MI2026-10-09
Horst & Graben Wealth Management LLC
5,766$292.2K0.0%ETFMediumPortland, OR2026-11-02
Visionary Wealth Advisors
5,753$291.5K0.0%ETFLowO'Fallon, IL2026-11-04
RFG Advisory, LLC
5,710$289.3K0.0%ETFMediumBirmingham, AL2026-11-03
Quartz Partners, LLC
5,710$289.3K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Mather Group, Llc.
5,689$288.2K0.0%ETFMediumChicago, IL2026-10-14
Accelerate Investment Advisors LLC
5,685$288.0K0.2%ETFLowAliso Viejo, CA2026-11-02
Ascentis Independent Advisors
5,576$282.5K0.0%ETFLowDallas, TX2026-11-03
Stablepoint Partners, LLC
5,407$274.0K0.0%CoreLowBraintree, MA2026-11-03
Park Avenue Securities LLC
5,383$2730.0%ETFMediumNew York, NY2026-10-26
Signature Estate & Investment Advisors LLC
5,360$271.6K0.0%ETFMediumLos Angeles, CA2026-10-13
United Advisor Group, LLC
5,139$260.4K0.0%ETFLowCincinnati, OH2026-11-03
GC Wealth Management RIA, LLC
5,126$259.7K0.0%GrowthMediumCambridge, MA2026-11-02
Redhawk Wealth Advisors, Inc.
5,063$256.5K0.0%ETFHighMinneapolis, MN2026-10-14
Axxcess Wealth Management, LLC
5,029$254.8K0.0%CoreLowCarlsbad, CA2026-10-21
HUB Investment Partners, LLC
5,009$253.8K0.0%GrowthLowAustin, TX2026-11-03
Fiduciary Financial Group, LLC
4,861$246.3K0.0%ETFLowSan Rafael, CA2026-10-13
Invested Advisors
4,532$229.6K0.2%CoreMediumState College, PA2026-10-23
Southern Capital Advisors, LLC
4,471$226.5K0.1%ETFLowJackson, TN2026-10-26
Private Trust Co NA
4,462$226.1K0.0%CoreLowCleveland, OH2026-10-20
D.A. Davidson & Co.
4,460$226.0K0.0%CoreLowGreat Falls, MT2026-10-28
PKS Advisory Services, LLC
4,130$209.2K0.0%ETFMediumAlbany, NY2026-10-26
Mainsail Asset Management, LLC
4,089$206.6K0.1%ETFMediumBirmingham, AL2026-10-14
Investors Research Corp
4,060$205.7K0.0%ETFLowAtlanta, GA2026-10-07
Richardson Financial Services Inc.
3,567$180.7K0.1%GrowthMediumMedway, MA2026-10-30
Rossby Financial, LCC
3,455$175.0K0.0%ETFMediumMelbourne, FL2026-11-05
Nova Financial LLC
3,450$174.8K0.1%N/AN/ATucson, AZ2026-11-04
Compass Financial Management LLC
2,906$147.3K0.0%CoreN/ATampa, FL2026-10-30
Reyes Financial Architecture, Inc.
2,664$135.0K0.1%ETFVery HighSan Diego, CA2026-10-22
Heritage Family Offices, LLP
2,607$132.1K0.0%GrowthHighScottsdale, AZ2026-11-02
Blue Trust, Inc.
2,500$126.7K0.0%ETFLowBrentwood, TN2026-10-15
MV Capital Management, Inc.
2,303$116.7K0.0%ETFLowBethesda, MD2026-10-29
Friedenthal Financial
1,667$84.5K0.0%ETFHighMarlton, NJ2026-10-27
Capital Investment Advisory Services, LLC
1,593$80.7K0.0%CoreMediumRaleigh, NC2026-10-30
IMG Wealth Management, Inc.
1,365$69.2K0.0%ETFMediumJacksonville, FL2026-10-27
Gables Capital Management Inc.
1,323$67.0K0.0%GrowthVery LowMiami, FL2026-11-04
Comprehensive Financial Planning, Inc.
1,233$62.5K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Clark Wealth Partners
1,083$54.9K0.0%ETFVery LowO'Fallon, IL2026-10-19
Wolff Wiese Magana LLC
973$49.3K0.0%GrowthLowCarslbad, CA2026-10-15
Latitude Advisors, LLC
682$34.6K0.0%ETFLowYorkville, IL2026-10-27
Evolution Wealth Management Inc.
626$31.7K0.0%ETFMediumFort Myers, FL2026-10-28
Silver Grove Financial Group, Inc.
620$31.4K0.0%CoreMediumOrchard Park, NY2026-11-05
Independence Bank of Kentucky
596$30.2K0.0%GrowthLowOwensboro, KY2026-10-26
Biltmore Family Office, LLC
520$26.3K0.0%GrowthLowCharlotte, NC2026-11-03
Financial Network Wealth Advisors LLC
473$24.0K0.0%ETFLowMurray, UT2026-10-28
Wealth Enhancement Trust Services, Inc.
416$21.1K0.0%GrowthMediumSioux Falls, SD2026-10-07
Acumen Wealth Advisors, LLC
416$21.1K0.0%GrowthHighChattanooga, TN2026-11-05
Cedar Mountain Advisors, LLC
375$19.0K0.0%ETFVery LowLake Oswego, OR2026-10-15
CoreCap Advisors, LLC
350$17.7K0.0%ETFMediumSouthfield, MI2026-10-08
EverSource Wealth Advisors, LLC
327$16.6K0.0%CoreMediumBirmingham, AL2026-11-04
Ares Financial Consulting, LLC
325$16.5K0.0%CoreLowCalabasas, CA2026-10-19
Lanark Financial, Inc.
267$13.5K0.0%CoreMediumBirmingham, AL2026-10-26
Central Pacific Bank - Trust Division
182$9.2K0.0%CoreMediumHonolulu, HI2026-10-06
WestEnd Advisors, LLC
135$6.8K0.0%ETFMediumCharlotte, NC2026-10-27
Birch Financial Group, LLC
130$6.6K0.0%CoreLowKeene, NH2026-10-27
TD Private Client Wealth LLC
102$5.2K0.0%ETFLowNew York, NY2026-10-28
Elevated Capital Advisors, LLC
100$5.1K0.0%ETFMediumSandy, UT2026-11-04
Simplex Trading, LLC
100$5.1K0.0%CoreVery HighChicago, IL2026-11-04
Creative Financial Designs Inc
94$4.8K0.0%ETFMediumKokomo, IN2026-11-04
Triumph Capital Management
80$4.1K0.0%ETFMediumDenver, CO2026-10-14
Rydar Equities, Inc.
46$2.3K0.0%CoreVery LowWeatherford, TX2026-10-13
Lloyd Advisory Services, Llc.
36$1.8K0.0%ETFVery HighSuwanee, GA2026-11-02
Adkins Seale Capital Management LLC
31$1.6K0.0%CoreVery LowShreveport, LA2026-10-27
Harbor Investment Advisory, LLC
22$1.1K0.0%GrowthLowLutherville, MD2026-10-13
Key Capital Management, Inc
13$6590.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Signature Resources Capital Management, LLC
10$5070.0%ETFLowNewport Beach, CA2026-10-16
Essential Partners LLC
3$1520.0%ValueMediumRancho Santa Fe, CA2026-10-14
Covestor Ltd
0$00.0%ValueHighLondon, United Kingdom2026-10-30