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Ishares Ultra Short Duration (ICSH)

CUSIP: 46434V878 | NYSE | 1256 institutional holders

Quarters

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

LPL Financial LLC4,583,342
0.0% of portfolio›$231.0M
Foster Dykema Cabot & Partners, LLC4,253,584
11.3% of portfolio›$214.4M
Temasek Holdings (Private) Ltd1,973,943
0.3% of portfolio›$99.5M
Wealth Enhancement Advisory Services, LLC1,825,566
0.1% of portfolio›$91.8M
Winthrop Advisory Group LLC1,360,141
4.3% of portfolio›$68.6M
Foster Group, Inc.1,236,608
1.7% of portfolio›$62.3M
Diversified Portfolios, Inc.1,207,342
4.2% of portfolio›$60.9M
Valtinson Bruner Financial Planning LLC741,098
9.2% of portfolio›$37.4M
Capital Advantage, Inc.736,198
4.4% of portfolio›$37.1M
Cambridge Investment Research Advisors, Inc.716,914
0.0% of portfolio›$36.1K
Steele Capital Management, Inc.574,221
1.1% of portfolio›$28.9M
Elwood & Goetz Wealth Advisory Group, LLC454,587
3.2% of portfolio›$22.9M
Avestar Capital, LLC454,285
1.8% of portfolio›$22.9M
J.W. Cole Advisors, Inc.406,471
0.3% of portfolio›$20.5M
Farther Finance Advisors, LLC398,536
0.1% of portfolio›$20.1M
Bokf, NA376,002
0.3% of portfolio›$19.0M
Exchange Traded Concepts, LLC374,497
0.1% of portfolio›$18.9M
MGO One Seven LLC371,318
0.3% of portfolio›$18.7M
Commonwealth Equity Services, LLC345,052
0.0% of portfolio›$17.4M
Global Strategic Investment Solutions, LLC328,727
1.5% of portfolio›$16.6M
Signaturefd, LLC319,277
0.2% of portfolio›$16.1M
Galvin, Gaustad & Stein, LLC315,667
1.2% of portfolio›$15.9M
Virtue Capital Management, LLC311,126
2.0% of portfolio›$15.7M
Savant Capital, LLC307,677
0.0% of portfolio›$15.5M
Edgemoor Investment Advisors, Inc.307,037
1.1% of portfolio›$15.5M
Parallel Advisors, LLC304,906
0.2% of portfolio›$15.4M
Cynosure Group, LLC301,793
2.2% of portfolio›$15.2M
Merit Financial Group, LLC296,919
0.1% of portfolio›$15.0M
Alkeme Wealth, LLC295,558
5.6% of portfolio›$14.9M
Bay Capital Advisors, LLC293,697
7.8% of portfolio›$14.8M
Simon Quick Advisors, LLC292,718
0.6% of portfolio›$14.8M
MY Wealth Management Inc.277,265
10.2% of portfolio›$14.0M
Resonant Capital Advisors, LLC263,708
0.6% of portfolio›$13.3M
Congress Park Capital LLC249,815
3.3% of portfolio›$12.6M
Independent Financial Group, LLC249,372
0.2% of portfolio›$12.6M
Bison Wealth, LLC240,347
1.0% of portfolio›$12.1M
Hanseatic Management Services Inc239,579
9.9% of portfolio›$12.1M
Guidance Capital, Inc234,264
2.6% of portfolio›$11.8M
Sherry Group, Inc.224,753
10.6% of portfolio›$11.3M
MJT & Associates Financial Advisory Group, Inc.209,677
6.8% of portfolio›$10.6M
Concurrent Investment Advisors, LLC207,818
0.1% of portfolio›$10.5M
General Partner, Inc.205,947
5.6% of portfolio›$10.4M
Dynamic Advisor Solutions LLC202,267
0.3% of portfolio›$10.2M
Flagship Harbor Advisors, LLC201,789
0.4% of portfolio›$10.2M
Cahaba Wealth Management, Inc.197,092
0.6% of portfolio›$9.9M
Summit Investment Advisors, Inc.\KS192,033
4.4% of portfolio›$9.7M
Snider Financial Group190,832
2.3% of portfolio›$9.6M
Farrow Financial, Inc.177,362
4.7% of portfolio›$8.9M
Integrated Advisors Network LLC174,751
0.4% of portfolio›$8.8M
Lido Advisors, LLC169,271
0.0% of portfolio›$8.5M
Cannon Financial Strategists, Inc.161,729
0.9% of portfolio›$8.2M
Transcendent Capital Group LLC160,044
3.3% of portfolio›$8.1M
Kestra Advisory Services, LLC154,990
0.0% of portfolio›$7.8M
ATX Financial Planning, LLC153,048
4.9% of portfolio›$7.7M
Rochester Wealth Strategies, LLC137,422
3.8% of portfolio›$6.9M
Allworth Financial LP137,044
0.0% of portfolio›$6.9M
Chicago Partners Investment Group LLC130,761
0.1% of portfolio›$6.6M
Beacon Financial Group127,541
0.6% of portfolio›$6.4M
Jacobi Capital Management LLC126,416
0.3% of portfolio›$6.4M
Integral Investment Advisors, Inc.126,294
1.4% of portfolio›$6.4M
Cerro Pacific Wealth Advisors LLC125,619
1.4% of portfolio›$6.3M
Kroeger Financial Partners124,088
6.2% of portfolio›$6.3M
IFP Advisors, Inc123,761
0.1% of portfolio›$6.2M
Agate Pass Investment Management, LLC120,344
2.1% of portfolio›$6.1M
Elevation Wealth Partners, LLC118,980
1.7% of portfolio›$6.0M
Powerhouse Assets LLC115,376
4.7% of portfolio›$5.8M
Able Wealth Management LLC115,286
1.3% of portfolio›$5.8M
Sowell Financial Services LLC112,789
0.2% of portfolio›$5.7M
Wealth Architects, LLC112,656
0.4% of portfolio›$5.7M
Wealth Enhancement Trust Services, Inc.112,626
0.6% of portfolio›$5.7M
Vilga Financial Planning LLC111,647
3.4% of portfolio›$5.6M
Creative Planning108,490
0.0% of portfolio›$5.5M
Sigma Planning Corp105,284
0.1% of portfolio›$5.3M
Semitam Bonam LLC104,076
3.7% of portfolio›$5.2M
WealthBridge Capital Management, LLC100,977
1.0% of portfolio›$5.1M
Master's Wealth Management Inc.98,647
1.4% of portfolio›$5.0M
BCR Wealth Strategies, LLC98,075
1.4% of portfolio›$4.9M
WT Wealth Management97,211
1.4% of portfolio›$4.9M
Mullaney, Keating & Wright, Inc.96,595
2.3% of portfolio›$4.9M
Patriot Financial Group Insurance Agency, LLC96,441
0.5% of portfolio›$4.9M
Realta Investment Advisors94,028
1.4% of portfolio›$4.7M
Lebenthal Global Advisors, LLC86,357
0.6% of portfolio›$4.4M
Hudson Oak Wealth Advisory LLC81,503
3.2% of portfolio›$4.1M
CFS Investment Advisory Services, LLC79,155
0.3% of portfolio›$4.0M
Barings LLC78,600
0.1% of portfolio›$4.0M
Iron Financial LLC76,968
1.6% of portfolio›$3.9M
Howland Capital Management LLC76,392
0.1% of portfolio›$3.9M
SP Asset Management LLC74,315
0.3% of portfolio›$3.7M
Citigroup Inc74,307
0.0% of portfolio›$3.7M
Princeton Global Asset Management LLC72,798
0.5% of portfolio›$3.7M
Security National Bank70,430
0.4% of portfolio›$3.5M
Walker Financial Services, Inc.70,383
1.0% of portfolio›$3.5M
Krilogy Financial LLC70,186
0.1% of portfolio›$3.5M
Elevate Wealth Advisory, Inc68,954
1.8% of portfolio›$3.5M
Atwater Malick LLC68,181
0.8% of portfolio›$3.4M
Perigon Wealth Management, LLC68,105
0.1% of portfolio›$3.4M
David Kennon Inc67,917
1.1% of portfolio›$3.4M
HB Wealth Management, LLC67,566
0.0% of portfolio›$3.4M
Guyasuta Investment Advisors Inc67,245
0.2% of portfolio›$3.4M
Vise Technologies, Inc.65,301
0.0% of portfolio›$3.3M
Apollon Wealth Management, LLC61,124
0.0% of portfolio›$3.1M
Alpha Zero LLC60,970
1.0% of portfolio›$3.1M
Tempus Wealth Planning, LLC60,350
0.6% of portfolio›$3.0M
StoneCrest Wealth Management, Inc.59,805
1.0% of portfolio›$3.0M
Greenup Street Wealth Management LLC57,930
0.4% of portfolio›$2.9M
Cooper Investors PTY LTD57,520
1.5% of portfolio›$2.9M
Forte Asset Management LLC56,465
1.1% of portfolio›$2.8M
Phillips Financial Management, LLC56,459
0.2% of portfolio›$2.8M
Prime Capital Investment Advisors, LLC55,671
0.0% of portfolio›$2.8M
NWF Advisory Services Inc.54,153
0.3% of portfolio›$2.7M
Ariadne Wealth Management, LP53,949
1.2% of portfolio›$2.7M
OFC Financial Planning, LLC53,344
2.3% of portfolio›$2.7M
Vista Finance, LLC51,937
1.4% of portfolio›$2.6M
Thrive Capital Management, LLC50,568
0.5% of portfolio›$2.5M
LongView Wealth Management47,139
0.6% of portfolio›$2.4M
Riggs Asset Managment Co. Inc.46,674
0.4% of portfolio›$2.4M
Seizert Capital Partners, LLC43,599
0.1% of portfolio›$2.2M
Ifrah Financial Services, Inc.41,855
0.5% of portfolio›$2.1M
Michels Family Financial, LLC41,134
1.3% of portfolio›$2.1M
Kurv Investment Management LLC40,700
1.0% of portfolio›$2.1M
Bank of New York Mellon Corp39,631
0.0% of portfolio›$2.0M
Sheets Smith Wealth Management39,601
0.2% of portfolio›$2.0M
Forza Wealth Management, LLC38,100
0.6% of portfolio›$1.9M
CGN Advisors LLC37,460
0.1% of portfolio›$1.9M
Assetmark, Inc37,143
0.0% of portfolio›$1.9M
D.A. Davidson & Co.37,108
0.0% of portfolio›$1.9M
Go Invest LLC36,483
0.4% of portfolio›$1.8M
Brindle & Bay Financial Advisors, LLC35,600
0.7% of portfolio›$1.8M
Brookstone Capital Management35,043
0.0% of portfolio›$1.8M
Pension & Wealth Management Advisors, Inc.34,906
0.4% of portfolio›$1.8M
Advocate Investing Services LLC34,803
1.4% of portfolio›$1.8M
Heck Capital Advisors, LLC34,775
0.1% of portfolio›$1.8M
Chesley Taft & Associates LLC34,600
0.1% of portfolio›$1.7M
Beacon Financial Advisory LLC33,100
0.3% of portfolio›$1.7M
Robertson Stephens Wealth Management, LLC29,804
0.0% of portfolio›$1.5M
Patten Group, Inc.29,747
0.2% of portfolio›$1.5M
Blvd Private Wealth, LLC29,068
1.1% of portfolio›$1.5M
BAM Wealth Management, LLC28,933
0.8% of portfolio›$1.5M
RHS Financial, LLC28,831
0.5% of portfolio›$1.5M
Beacon Investment Advisory Services, Inc.28,522
0.1% of portfolio›$1.4M
RFG Advisory, LLC28,399
0.0% of portfolio›$1.4M
Csenge Advisory Group28,164
0.1% of portfolio›$1.4M
Capital Wealth Alliance, LLC26,257
0.6% of portfolio›$1.3M
Fusion Capital, LLC25,894
0.3% of portfolio›$1.3M
Hengehold Capital Management LLC25,607
0.1% of portfolio›$1.3M
Valley Forge Investment Consultants Inc ADV25,504
0.3% of portfolio›$1.3M
Bulwark Capital Corp25,456
0.7% of portfolio›$1.3M
Hennion & Walsh Asset Management, Inc.25,225
0.0% of portfolio›$1.3M
YHB Investment Advisors, Inc.24,482
0.1% of portfolio›$1.2M
Tradewinds Capital Management, LLC23,993
0.2% of portfolio›$1.2M
Johnson Bixby & Associates, LLC23,924
0.1% of portfolio›$1.2M
Slow Capital, Inc.23,731
0.1% of portfolio›$1.2M
Guardian Wealth Advisors, LLC23,399
0.6% of portfolio›$1.2M
Indivisible Partners23,229
0.1% of portfolio›$1.2M
Base Wealth Management LLC22,667
0.5% of portfolio›$1.1M
Signal Advisors Wealth, LLC22,426
0.0% of portfolio›$1.1M
Procyon Advisors, LLC22,001
0.0% of portfolio›$1.1M
MSH Capital Advisors LLC21,514
0.2% of portfolio›$1.1M
Avidian Wealth Enterprises, LLC21,301
0.0% of portfolio›$1.1M
Boltwood Capital Management20,600
0.2% of portfolio›$1.0M
BIP Wealth, LLC19,802
0.0% of portfolio›$998.0K
Old North State Wealth Management, LLC19,722
0.4% of portfolio›$994.4K
Boothe Investment Group, Inc.19,720
0.3% of portfolio›$993.9K
Elevation Capital Advisory, LLC17,290
0.3% of portfolio›$871.4K
Glass Jacobson Investment Advisors llc16,971
0.3% of portfolio›$855.3K
Stone Wealth Partners16,801
0.3% of portfolio›$846.6K
Daviman Financial, LLC16,342
0.5% of portfolio›$823.6K
Regatta Capital Group, LLC15,441
0.1% of portfolio›$778.2K
Uptick Partners, LLC15,412
0.1% of portfolio›$776.8K
Factor Wealth Management LTD14,976
0.1% of portfolio›$754.8K
Park Avenue Securities LLC14,405
0.0% of portfolio›$726
CoreCap Advisors, LLC14,361
0.0% of portfolio›$723.8K
CWA Asset Management Group, LLC13,949
0.0% of portfolio›$703.0K
Gerald Baker Financial Group LLC13,867
0.2% of portfolio›$698.9K
Atria Investments, Inc13,725
0.0% of portfolio›$691.7K
Coyle Financial Counsel LLC13,541
0.1% of portfolio›$682.5K
Armor Investment Advisors, LLC13,379
0.2% of portfolio›$674.3K
UMB Bank, n.a.13,147
0.0% of portfolio›$662.6K
LJI Wealth Management, LLC12,979
0.1% of portfolio›$654.1K
Spire Wealth Management12,857
0.0% of portfolio›$648.0K
Pacific Center for Financial Services12,717
0.1% of portfolio›$640.9K
Redw Wealth LLC12,701
0.2% of portfolio›$640.1K
IMG Wealth Management, Inc.12,692
0.3% of portfolio›$639.7K
Aerodigm Wealth, LLC12,602
0.2% of portfolio›$635.1K
Spectrum Planning & Advisory Services Inc.12,554
0.3% of portfolio›$632.7K
Matrix Trust Co12,426
0.0% of portfolio›$626
BlueChip Wealth Advisors LLC12,294
0.2% of portfolio›$619.6K
Welch Group, LLC12,291
0.0% of portfolio›$619.5K
Kestra Private Wealth Services, LLC12,179
0.0% of portfolio›$613.8K
Financial Solutions Advisory Group, Inc.12,090
0.1% of portfolio›$609.0K
Hegarty Advisors, LLC12,056
0.4% of portfolio›$607.6K
AdvisorNet Financial, Inc11,910
0.0% of portfolio›$599.6K
Diversify Wealth Management, LLC11,823
0.0% of portfolio›$595.5K
Diversify Advisory Services, LLC11,823
0.0% of portfolio›$595.5K
Market Street Wealth Management Advisors LLC11,757
0.1% of portfolio›$592.6K
Capital Advisors, Ltd. LLC11,699
0.0% of portfolio›$590
Choreo, LLC11,419
0.0% of portfolio›$575.5K
Maryland Capital Advisors Inc.11,250
0.2% of portfolio›$567.0K
Noble Wealth Management PBC11,228
0.3% of portfolio›$565.9K
PNC Financial Services Group, Inc.11,131
0.0% of portfolio›$561.0K
Marathon Wealth Advisors LLC11,128
0.2% of portfolio›$560.8K
Searcy Financial Services Inc11,093
0.2% of portfolio›$559.1K
Canandaigua National Bank & Trust Co10,882
0.0% of portfolio›$548.5K
Southland Equity Partners LLC10,261
0.1% of portfolio›$517.2K
JGP Wealth Management, LLC10,002
0.0% of portfolio›$504.1K
Aprio Wealth Management, LLC9,940
0.0% of portfolio›$501.0K
Investment Planning Advisors, Inc.9,678
0.1% of portfolio›$487.8K
Elm3 Financial Group, LLC9,678
0.3% of portfolio›$487.8K
Waldron Private Wealth LLC9,514
0.0% of portfolio›$479.5K
White Lighthouse Investment Management Inc.9,500
0.1% of portfolio›$478.8K
Fifth Third Securities, Inc.9,498
0.0% of portfolio›$478.7K
Lionsbridge Wealth Management LLC9,319
0.5% of portfolio›$469.7K
FIG Financial Advisory Services Inc9,233
0.3% of portfolio›$465.4K
Daytona Street Capital LLC9,122
0.3% of portfolio›$458.6K
Peterson Wealth Advisors, LLC9,010
0.1% of portfolio›$454.1K
First Heartland Consultants, Inc.8,940
0.0% of portfolio›$450.6K
Global Wealth Management Investment Advisory, Inc.8,760
0.1% of portfolio›$441.5K
CGC Financial Services, LLC8,705
0.1% of portfolio›$438.7K
Private Client Services, LLC8,689
0.1% of portfolio›$437.9K
Avaii Wealth Management, LLC8,663
0.1% of portfolio›$435.4K
Prudent Man Advisors, LLC8,577
0.1% of portfolio›$432.3K
Quadrant Private Wealth Management, LLC8,560
0.1% of portfolio›$431.4K
Jeter Robert S II8,159
0.3% of portfolio›$410.6K
Ridgeline Wealth, LLC8,132
0.2% of portfolio›$409.3K
15 Wealth Advisors LLC7,865
0.1% of portfolio›$396.4K
Oppenheimer & Co Inc7,802
0.0% of portfolio›$393.2K
Burns J W & Co Inc7,665
0.0% of portfolio›$386.3K
Mascoma Wealth Management LLC7,391
0.1% of portfolio›$372.5K
Convergence Financial, LLC7,387
0.1% of portfolio›$372.3K
Courage Miller Partners, LLC7,348
0.1% of portfolio›$370.3K
Physician Wealth Advisors, Inc.7,123
0.0% of portfolio›$359.0K
Horst & Graben Wealth Management LLC6,837
0.0% of portfolio›$344.6K
AlphaCore Capital LLC6,818
0.0% of portfolio›$343.6K
SVB Wealth LLC6,751
0.0% of portfolio›$340.3K
Fifth Third Bancorp6,661
0.0% of portfolio›$335.7K
Private Trust Co NA6,502
0.0% of portfolio›$327.7K
Buck Wealth Strategies, LLC6,472
0.0% of portfolio›$326.2K
Legacy Trust6,450
0.1% of portfolio›$325.5K
Howard Wealth Management, LLC6,283
0.1% of portfolio›$316.7K
Hopwood Financial Services, Inc.6,240
0.2% of portfolio›$314.5K
Guardian Partners Inc.6,195
0.0% of portfolio›$312.2K
Revolve Wealth Partners, LLC6,159
0.0% of portfolio›$310.4K
Visionary Wealth Advisors6,016
0.0% of portfolio›$303.2K
SRH Advisors, LLC6,000
0.1% of portfolio›$302.4K
Fulcrum Equity Management5,943
0.2% of portfolio›$299.5K
Blue Trust, Inc.5,890
0.0% of portfolio›$296.9K
Argonautica Private Wealth Management, Inc5,866
0.1% of portfolio›$295.6K
Koshinski Asset Management, Inc.5,840
0.0% of portfolio›$294.3K
Old Second National Bank of Aurora5,800
0.1% of portfolio›$292.3K
Schmidt P J Investment Management Inc5,782
0.0% of portfolio›$291.4K
Shepherd Financial Partners LLC5,694
0.0% of portfolio›$287.0K
Spinnaker Investment Group, LLC5,625
0.0% of portfolio›$283.5K
PFG Advisors5,585
0.0% of portfolio›$281.5K
M Holdings Securities, Inc.5,529
0.1% of portfolio›$278.0K
One Advisory Partners, LLC5,504
0.1% of portfolio›$277.4K
MBE Wealth Management, LLC5,463
0.1% of portfolio›$275.3K
Blue Square Asset Management, LLC5,288
0.1% of portfolio›$266.5K
Lifelong Wealth Advisors, Inc.5,218
0.1% of portfolio›$263.0K
Swmg, LLC5,207
0.1% of portfolio›$262.5K
Certified Advisory Corp5,161
0.0% of portfolio›$260.1K
Creative Financial Designs Inc5,154
0.0% of portfolio›$259.8K
Parsons Capital Management Inc5,133
0.0% of portfolio›$258.7K
RCW Management, LLC5,069
0.2% of portfolio›$255.5K
TD Waterhouse Canada Inc.5,031
0.0% of portfolio›$252.8K
Summa Corp.5,000
0.1% of portfolio›$251.9K
Truist Financial Corp4,890
0.0% of portfolio›$246.5K
Triumph Capital Management4,792
0.0% of portfolio›$241.5K
Horizon Wealth Management, LLC4,700
0.0% of portfolio›$236.9K
Norden Group LLC4,690
0.0% of portfolio›$236.4K
Pine Haven Investment Counsel, Inc4,650
0.2% of portfolio›$234.4K
New Capital Management LP4,631
0.1% of portfolio›$233.4K
Castleview Partners, LLC4,620
0.1% of portfolio›$232.9K
BridgePort Financial Solutions, LLC4,457
0.1% of portfolio›$224.6K
Echo45 Advisors LLC4,396
0.1% of portfolio›$221.6K
Root Financial Partners, LLC4,211
0.0% of portfolio›$212.3K
Avior Wealth Management, LLC4,203
0.0% of portfolio›$211.8K
Flynn Zito Capital Management, LLC4,171
0.1% of portfolio›$210.2K
SeaCrest Wealth Management, LLC4,167
0.0% of portfolio›$210.0K
Ascent Group, LLC4,132
0.0% of portfolio›$208.3K
HF Advisory Group, LLC4,117
0.1% of portfolio›$207.5K
Money Concepts Capital Corp4,098
0.0% of portfolio›$206.5K
Leading Edge Financial Planning LLC4,055
0.0% of portfolio›$204.4K
Emerald Advisors, LLC4,003
0.0% of portfolio›$201.8K
Aries Wealth Management4,000
0.0% of portfolio›$201.6K
Selective Wealth Management, Inc.3,980
0.0% of portfolio›$200.5K
Tompkins Financial Corp3,672
0.0% of portfolio›$185.1K
Financial Perspectives, Inc3,418
0.0% of portfolio›$172.3K
Quaker Wealth Management, LLC3,068
0.0% of portfolio›$154.6K
Central Trust Co3,000
0.0% of portfolio›$151.2K
Intesa Sanpaolo Wealth Management3,000
0.0% of portfolio›$151.2K
Ascentis Independent Advisors2,650
0.0% of portfolio›$133.6K
Oakworth Capital, Inc.2,544
0.0% of portfolio›$128.2K
Blueline Advisors LLC2,404
0.1% of portfolio›$121.2K
Transce3nd, LLC2,294
0.1% of portfolio›$115.6K
Sfam, LLC2,285
0.1% of portfolio›$115.2K
Rossby Financial, LCC2,025
0.0% of portfolio›$102.1K
Byrne Asset Management LLC1,850
0.1% of portfolio›$93.0K
Atwood & Palmer Inc1,525
0.0% of portfolio›$76.9K
Lynch Investment Planning, LLC1,371
0.1% of portfolio›$69.1K
Cullen T Bankers, Inc.1,321
0.0% of portfolio›$66.6K
CKW Financial Group1,282
0.0% of portfolio›$64
Mather Group, Llc.1,225
0.0% of portfolio›$61.7K
Planning Strategies Inc.1,109
0.0% of portfolio›$55.9K
Golden State Wealth Management, LLC1,008
0.0% of portfolio›$50.8K
Clearstead Advisors, LLC987
0.0% of portfolio›$49.7K
Lanark Financial, Inc.937
0.0% of portfolio›$47.2K
Nfsg Corp900
0.0% of portfolio›$45.4K
3 Factor Indexing, LLC698
0.0% of portfolio›$35.2K
Rosenberg Matthew Hamilton670
0.0% of portfolio›$33.8K
Harbor Asset Planning, Inc.638
0.0% of portfolio›$32.1K
Kingdom Financial Group Llc.598
0.0% of portfolio›$30.1K
Center for Financial Planning, Inc.313
0.0% of portfolio›$15.8K
Sunrise Financial Services, LLC298
0.0% of portfolio›$15.0K
American National Bank & Trust265
0.0% of portfolio›$13.4K
Essential Partners LLC249
0.0% of portfolio›$12.6K
Networth Advisors, LLC243
0.0% of portfolio›$12.2K
Downshift Financial, LLC236
0.0% of portfolio›$11.9K
Clearstead Trust, LLC198
0.0% of portfolio›$10.0K
Bell Investment Advisors, Inc157
0.0% of portfolio›$7.9K
Ashton Thomas Private Wealth, LLC157
0.0% of portfolio›$7.9K
Horizon Financial Services, LLC129
0.0% of portfolio›$6.5K
Latitude Advisors, LLC81
0.0% of portfolio›$4.1K
Arlington Trust Co LLC37
0.0% of portfolio›$1.9K
Evolution Wealth Management Inc.30
0.0% of portfolio›$1.5K
First Command Advisory Services, Inc.17
0.0% of portfolio›$857
Lloyd Advisory Services, Llc.16
0.0% of portfolio›$806
EverSource Wealth Advisors, LLC12
0.0% of portfolio›$605
MB, Levis & Associates, LLC2
0.0% of portfolio›$94
Balance Wealth Partners LLC1
0.0% of portfolio›$30
Cherry Tree Wealth Management, LLC0
0.0% of portfolio›$2
StyleTurnoverLocationFiled
LPL Financial LLC
4,583,342$231.0M0.0%IndexVery LowFort Mill, SC2026-11-06
Foster Dykema Cabot & Partners, LLC
4,253,584$214.4M11.3%GrowthLowWaltham, MA2026-10-30
Temasek Holdings (Private) Ltd
1,973,943$99.5M0.3%GrowthLowSingapore, Turkey2026-10-28
Wealth Enhancement Advisory Services, LLC
1,825,566$91.8M0.1%CoreLowPlymouth, MN2026-10-13
Winthrop Advisory Group LLC
1,360,141$68.6M4.3%ETFVery LowBoston, MA2026-10-22
Foster Group, Inc.
1,236,608$62.3M1.7%ETFVery LowUrbandale, IA2026-10-13
Diversified Portfolios, Inc.
1,207,342$60.9M4.2%ETFLowBloomfield Hills, MI2026-11-04
Valtinson Bruner Financial Planning LLC
741,098$37.4M9.2%ETFLowNew Brighton, MN2026-11-02
Capital Advantage, Inc.
736,198$37.1M4.4%ETFMediumWalnut Creek, CA2026-10-14
Cambridge Investment Research Advisors, Inc.
716,914$36.1K0.0%ETFLowFairfield, IA2026-11-02
Steele Capital Management, Inc.
574,221$28.9M1.1%ETFVery LowDubuque, IA2026-11-02
Elwood & Goetz Wealth Advisory Group, LLC
454,587$22.9M3.2%ETFLowAthens, GA2026-10-28
Avestar Capital, LLC
454,285$22.9M1.8%GrowthLowNew York, NY2026-10-28
J.W. Cole Advisors, Inc.
406,471$20.5M0.3%IndexLowTampa, FL2026-11-05
Farther Finance Advisors, LLC
398,536$20.1M0.1%IndexLowSan Francisco, CA2026-10-08
Bokf, NA
376,002$19.0M0.3%CoreLowTulsa, OK2026-10-27
Exchange Traded Concepts, LLC
374,497$18.9M0.1%GrowthMediumOklahoma City, OK2026-10-28
MGO One Seven LLC
371,318$18.7M0.3%GrowthLowBeachwood, OH2026-10-28
Commonwealth Equity Services, LLC
345,052$17.4M0.0%ETFLowWaltham, MA2026-11-02
Global Strategic Investment Solutions, LLC
328,727$16.6M1.5%ETFLowScottsdale, AZ2026-10-16
Signaturefd, LLC
319,277$16.1M0.2%IndexLowAtlanta, GA2026-10-23
Galvin, Gaustad & Stein, LLC
315,667$15.9M1.2%CoreMediumScottsdale, AZ2026-10-08
Virtue Capital Management, LLC
311,126$15.7M2.0%GrowthHighBrentwood, TN2026-10-29
Savant Capital, LLC
307,677$15.5M0.0%IndexVery LowRockford, IL2026-11-06
Edgemoor Investment Advisors, Inc.
307,037$15.5M1.1%CoreVery LowBethesda, MD2026-11-03
Parallel Advisors, LLC
304,906$15.4M0.2%IndexLowSan Francisco, CA2026-11-03
Cynosure Group, LLC
301,793$15.2M2.2%ETFMediumSalt Lake City, UT2026-11-03
Merit Financial Group, LLC
296,919$15.0M0.1%ETFLowAlpharetta, GA2026-11-06
Alkeme Wealth, LLC
295,558$14.9M5.6%ValueLowScottsdale, AZ2026-10-08
Bay Capital Advisors, LLC
293,697$14.8M7.8%ETFLowVirginia Beach, VA2026-10-16
Simon Quick Advisors, LLC
292,718$14.8M0.6%ETFLowMorristown, NJ2026-10-26
MY Wealth Management Inc.
277,265$14.0M10.2%ETFVery HighGermantown, MD2026-10-21
Resonant Capital Advisors, LLC
263,708$13.3M0.6%ETFLowMadison, WI2026-10-15
Congress Park Capital LLC
249,815$12.6M3.3%ValueLowSaratoga Springs, NY2026-10-13
Independent Financial Group, LLC
249,372$12.6M0.2%GrowthLowSan Diego, CA2026-10-13
Bison Wealth, LLC
240,347$12.1M1.0%GrowthMediumAtlanta, GA2026-10-13
Hanseatic Management Services Inc
239,579$12.1M9.9%GrowthHighAlbuquerque, NM2026-10-27
Guidance Capital, Inc
234,264$11.8M2.6%ETFMediumLousville, KY2026-11-03
Sherry Group, Inc.
224,753$11.3M10.6%ETFMediumMountain Home, AR2026-10-09
MJT & Associates Financial Advisory Group, Inc.
209,677$10.6M6.8%ETFLowMontevideo, MN2026-10-07
Concurrent Investment Advisors, LLC
207,818$10.5M0.1%GrowthMediumTampa, FL2026-10-16
General Partner, Inc.
205,947$10.4M5.6%CoreLowPittsburgh, PA2026-10-05
Dynamic Advisor Solutions LLC
202,267$10.2M0.3%ETFLowPhoenix, AZ2026-10-13
Flagship Harbor Advisors, LLC
201,789$10.2M0.4%ETFMediumBoston, MA2026-10-26
Cahaba Wealth Management, Inc.
197,092$9.9M0.6%ETFVery LowAtlanta, GA2026-10-26
Summit Investment Advisors, Inc.\KS
192,033$9.7M4.4%N/AN/ALeawood, KS2026-11-05
Snider Financial Group
190,832$9.6M2.3%GrowthLowBellevue, WA2026-10-16
Farrow Financial, Inc.
177,362$8.9M4.7%ETFLowSouth Burlington, VT2026-10-30
Integrated Advisors Network LLC
174,751$8.8M0.4%GrowthMediumDallas, TX2026-10-20
Lido Advisors, LLC
169,271$8.5M0.0%GrowthLowLos Angeles, CA2026-11-04
Cannon Financial Strategists, Inc.
161,729$8.2M0.9%ETFVery LowAthens, GA2026-10-19
Transcendent Capital Group LLC
160,044$8.1M3.3%ETFMediumEdmond, OK2026-10-28
Kestra Advisory Services, LLC
154,990$7.8M0.0%CoreLowAustin, TX2026-11-02
ATX Financial Planning, LLC
153,048$7.7M4.9%ETFHighAustin, TX2026-10-14
Rochester Wealth Strategies, LLC
137,422$6.9M3.8%ETFLowRochester, MI2026-11-03
Allworth Financial LP
137,044$6.9M0.0%IndexLowFolsom, CA2026-11-06
Chicago Partners Investment Group LLC
130,761$6.6M0.1%GARPLowChicago, IL2026-10-27
Beacon Financial Group
127,541$6.4M0.6%ETFMediumDallas, TX2026-10-19
Jacobi Capital Management LLC
126,416$6.4M0.3%CoreLowPittston, PA2026-11-05
Integral Investment Advisors, Inc.
126,294$6.4M1.4%ETFVery LowTurlock, CA2026-11-03
Cerro Pacific Wealth Advisors LLC
125,619$6.3M1.4%GrowthLowSan Luis Obispo, CA2026-10-22
Kroeger Financial Partners
124,088$6.3M6.2%ETFN/AGrass Valley, CA2026-10-19
IFP Advisors, Inc
123,761$6.2M0.1%GrowthLowTampa, FL2026-10-16
Agate Pass Investment Management, LLC
120,344$6.1M2.1%CoreLowBainbridge Island, WA2026-10-20
Elevation Wealth Partners, LLC
118,980$6.0M1.7%ETFLowWalnut Creek, CA2026-10-07
Powerhouse Assets LLC
115,376$5.8M4.7%ETFVery LowLincoln, MA2026-10-19
Able Wealth Management LLC
115,286$5.8M1.3%ETFMediumToms River, NJ2026-10-13
Sowell Financial Services LLC
112,789$5.7M0.2%CoreLowNorth Little Rock, AR2026-10-23
Wealth Architects, LLC
112,656$5.7M0.4%ETFVery LowMountain View, CA2026-11-03
Wealth Enhancement Trust Services, Inc.
112,626$5.7M0.6%GrowthMediumSioux Falls, SD2026-10-07
Vilga Financial Planning LLC
111,647$5.6M3.4%ETFVery LowFair Lawn, NJ2026-10-09
Creative Planning
108,490$5.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Sigma Planning Corp
105,284$5.3M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Semitam Bonam LLC
104,076$5.2M3.7%ETFVery LowGoshen, NY2026-10-27
WealthBridge Capital Management, LLC
100,977$5.1M1.0%ETFLowWesterville, OH2026-10-16
Master's Wealth Management Inc.
98,647$5.0M1.4%ETFMediumLancaster, PA2026-10-22
BCR Wealth Strategies, LLC
98,075$4.9M1.4%ETFVery LowVestavia, AL2026-11-06
WT Wealth Management
97,211$4.9M1.4%ETFMediumScottsdale, AZ2026-10-13
Mullaney, Keating & Wright, Inc.
96,595$4.9M2.3%GrowthVery LowMiddletown, CT2026-10-19
Patriot Financial Group Insurance Agency, LLC
96,441$4.9M0.5%GrowthLowWalpole, MA2026-10-14
Realta Investment Advisors
94,028$4.7M1.4%GrowthMediumWilmington, DE2026-10-14
Lebenthal Global Advisors, LLC
86,357$4.4M0.6%ETFMediumHauppauge, NY2026-10-28
Hudson Oak Wealth Advisory LLC
81,503$4.1M3.2%ETFVery LowHoboken, NJ2026-10-16
CFS Investment Advisory Services, LLC
79,155$4.0M0.3%ETFMediumTotowa, NJ2026-10-19
Barings LLC
78,600$4.0M0.1%ETFLowCharlotte, NC2026-10-22
Iron Financial LLC
76,968$3.9M1.6%ETFLowNorthbrook, IL2026-10-23
Howland Capital Management LLC
76,392$3.9M0.1%CoreLowBoston, MA2026-10-22
SP Asset Management LLC
74,315$3.7M0.3%CoreVery LowCupertino, CA2026-11-05
Citigroup Inc
74,307$3.7M0.0%CoreMediumNew York, NY2026-11-04
Princeton Global Asset Management LLC
72,798$3.7M0.5%GrowthLowPrinceton, NJ2026-10-21
Security National Bank
70,430$3.5M0.4%GrowthLowOmaha, NE2026-10-26
Walker Financial Services, Inc.
70,383$3.5M1.0%ETFLowBowling Green, KY2026-10-26
Krilogy Financial LLC
70,186$3.5M0.1%GrowthLowSt. Louis, MO2026-10-13
Elevate Wealth Advisory, Inc
68,954$3.5M1.8%ETFVery LowAthens, GA2026-10-29
Atwater Malick LLC
68,181$3.4M0.8%CoreLowLancaster, PA2026-10-15
Perigon Wealth Management, LLC
68,105$3.4M0.1%GrowthLowSan Francisco, CA2026-10-22
David Kennon Inc
67,917$3.4M1.1%ETFLowSarasota, FL2026-10-13
HB Wealth Management, LLC
67,566$3.4M0.0%IndexVery LowAtlanta, GA2026-10-23
Guyasuta Investment Advisors Inc
67,245$3.4M0.2%CoreVery LowPittsburgh, PA2026-10-15
Vise Technologies, Inc.
65,301$3.3M0.0%IndexLowNew York, NY2026-10-29
Apollon Wealth Management, LLC
61,124$3.1M0.0%GrowthLowMount Pleasant, SC2026-10-23
Alpha Zero LLC
60,970$3.1M1.0%ETFLowBoca Raton, FL2026-11-06
Tempus Wealth Planning, LLC
60,350$3.0M0.6%ETFMediumIrvine, CA2026-10-14
StoneCrest Wealth Management, Inc.
59,805$3.0M1.0%ETFMediumChandler, AZ2026-11-03
Greenup Street Wealth Management LLC
57,930$2.9M0.4%ETFMediumOverland Park, KS2026-10-28
Cooper Investors PTY LTD
57,520$2.9M1.5%CoreHighMelbourne, Victoria, China2026-10-13
Forte Asset Management LLC
56,465$2.8M1.1%ETFLowBedford, NY2026-10-13
Phillips Financial Management, LLC
56,459$2.8M0.2%ETFVery LowFort Wayne, IN2026-10-19
Prime Capital Investment Advisors, LLC
55,671$2.8M0.0%ETFLowOverland Park, KS2026-10-20
NWF Advisory Services Inc.
54,153$2.7M0.3%GARPLowLos Angeles, CA2026-10-19
Ariadne Wealth Management, LP
53,949$2.7M1.2%CoreLowSanta Barbara, CA2026-11-06
OFC Financial Planning, LLC
53,344$2.7M2.3%ETFVery LowShort Hills, NJ2026-11-06
Vista Finance, LLC
51,937$2.6M1.4%ETFLowSt. Louis, MO2026-10-23
Thrive Capital Management, LLC
50,568$2.5M0.5%CoreMediumFort Washington, PA2026-10-28
LongView Wealth Management
47,139$2.4M0.6%ETFLowAtlanta, GA2026-10-19
Riggs Asset Managment Co. Inc.
46,674$2.4M0.4%GrowthMediumDallas, PA2026-11-05
Seizert Capital Partners, LLC
43,599$2.2M0.1%ValueMediumBirmingham, MI2026-10-30
Ifrah Financial Services, Inc.
41,855$2.1M0.5%ETFLowLittle Rock, AR2026-10-13
Michels Family Financial, LLC
41,134$2.1M1.3%ETFLowFort Worth, TX2026-11-02
Kurv Investment Management LLC
40,700$2.1M1.0%MomentumMediumSan Francisco, CA2026-10-28
Bank of New York Mellon Corp
39,631$2.0M0.0%CoreLowNew York, NY2026-11-05
Sheets Smith Wealth Management
39,601$2.0M0.2%CoreLowWinston-Salem, NC2026-10-16
Forza Wealth Management, LLC
38,100$1.9M0.6%CoreVery LowSarasota, FL2026-10-20
CGN Advisors LLC
37,460$1.9M0.1%ETFLowManhattan, KS2026-10-21
Assetmark, Inc
37,143$1.9M0.0%ETFLowConcord, CA2026-10-21
D.A. Davidson & Co.
37,108$1.9M0.0%CoreLowGreat Falls, MT2026-10-28
Go Invest LLC
36,483$1.8M0.4%ETFN/AWest Jordan, UT2026-10-09
Brindle & Bay Financial Advisors, LLC
35,600$1.8M0.7%ETFMediumFrisco, TX2026-10-15
Brookstone Capital Management
35,043$1.8M0.0%ETFMediumWheaton, IL2026-10-22
Pension & Wealth Management Advisors, Inc.
34,906$1.8M0.4%ETFLowWaltham, MA2026-10-16
Advocate Investing Services LLC
34,803$1.8M1.4%ETFLowWoodbine, MD2026-10-26
Heck Capital Advisors, LLC
34,775$1.8M0.1%ETFMediumRhinelander, WI2026-10-14
Chesley Taft & Associates LLC
34,600$1.7M0.1%CoreLowChicago, IL2026-10-13
Beacon Financial Advisory LLC
33,100$1.7M0.3%ETFLowCleveland, OH2026-10-16
Robertson Stephens Wealth Management, LLC
29,804$1.5M0.0%ETFMediumSan Francisco, CA2026-10-16
Patten Group, Inc.
29,747$1.5M0.2%CoreLowChattanooga, TN2026-10-26
Blvd Private Wealth, LLC
29,068$1.5M1.1%CoreMediumProspect, KY2026-10-14
BAM Wealth Management, LLC
28,933$1.5M0.8%ETFHighLakewood, CO2026-10-15
RHS Financial, LLC
28,831$1.5M0.5%ETFMediumSan Francisco, CA2026-10-13
Beacon Investment Advisory Services, Inc.
28,522$1.4M0.1%GrowthLowMorristown, NJ2026-10-13
RFG Advisory, LLC
28,399$1.4M0.0%ETFMediumBirmingham, AL2026-11-03
Csenge Advisory Group
28,164$1.4M0.1%ETFMediumClearwater, FL2026-11-04
Capital Wealth Alliance, LLC
26,257$1.3M0.6%CoreLowScottsdale, AZ2026-10-20
Fusion Capital, LLC
25,894$1.3M0.3%GrowthLowMt. Pleasant, SC2026-10-28
Hengehold Capital Management LLC
25,607$1.3M0.1%ETFLowCincinnati, OH2026-10-16
Valley Forge Investment Consultants Inc ADV
25,504$1.3M0.3%ETFVery LowAudubon, PA2026-11-03
Bulwark Capital Corp
25,456$1.3M0.7%ETFMediumFernandina Beach, FL2026-10-13
Hennion & Walsh Asset Management, Inc.
25,225$1.3M0.0%ValueMediumParsippany, NJ2026-10-13
YHB Investment Advisors, Inc.
24,482$1.2M0.1%GrowthLowWest Hartford, CT2026-10-08
Tradewinds Capital Management, LLC
23,993$1.2M0.2%ETFVery HighBellingham, WA2026-10-23
Johnson Bixby & Associates, LLC
23,924$1.2M0.1%ETFMediumVancouver, WA2026-10-14
Slow Capital, Inc.
23,731$1.2M0.1%Agg GrowthLowGreenbrae, CA2026-10-23
Guardian Wealth Advisors, LLC
23,399$1.2M0.6%ETFVery LowSt Louis Park, MN2026-10-30
Indivisible Partners
23,229$1.2M0.1%GrowthMediumClearwater, FL2026-10-26
Base Wealth Management LLC
22,667$1.1M0.5%ETFMediumLakewood Ranch, FL2026-10-21
Signal Advisors Wealth, LLC
22,426$1.1M0.0%ETFLowDetroit, MI2026-10-13
Procyon Advisors, LLC
22,001$1.1M0.0%CoreVery LowShelton, CT2026-10-21
MSH Capital Advisors LLC
21,514$1.1M0.2%CoreLowScottsdale, AZ2026-11-03
Avidian Wealth Enterprises, LLC
21,301$1.1M0.0%ETFLowHouston, TX2026-10-08
Boltwood Capital Management
20,600$1.0M0.2%ETFVery LowWalnut Creek, CA2026-10-02
BIP Wealth, LLC
19,802$998.0K0.0%ETFMediumAtlanta, GA2026-10-22
Old North State Wealth Management, LLC
19,722$994.4K0.4%ValueMediumWilmington, NC2026-10-22
Boothe Investment Group, Inc.
19,720$993.9K0.3%YieldLowDover, DE2026-10-22
Elevation Capital Advisory, LLC
17,290$871.4K0.3%ETFVery HighBend, OR2026-10-29
Glass Jacobson Investment Advisors llc
16,971$855.3K0.3%ETFLowOwings Mills, MD2026-10-26
Stone Wealth Partners
16,801$846.6K0.3%ETFLowJefferson, LA2026-11-05
Daviman Financial, LLC
16,342$823.6K0.5%ETFHighFishers, IN2026-11-06
Regatta Capital Group, LLC
15,441$778.2K0.1%ETFLowEl Segundo, CA2026-10-23
Uptick Partners, LLC
15,412$776.8K0.1%ETFLowNacogdoches, TX2026-11-04
Factor Wealth Management LTD
14,976$754.8K0.1%ETFLowChicago, IL2026-10-08
Park Avenue Securities LLC
14,405$7260.0%ETFMediumNew York, NY2026-10-26
CoreCap Advisors, LLC
14,361$723.8K0.0%ETFMediumSouthfield, MI2026-10-08
CWA Asset Management Group, LLC
13,949$703.0K0.0%CoreMediumNaples, FL2026-10-19
Gerald Baker Financial Group LLC
13,867$698.9K0.2%GARPLowArlington, TX2026-10-09
Atria Investments, Inc
13,725$691.7K0.0%CoreMediumCharlotte, NC2026-10-15
Coyle Financial Counsel LLC
13,541$682.5K0.1%ETFVery LowGlenview, IL2026-10-28
Armor Investment Advisors, LLC
13,379$674.3K0.2%ETFLowRaleigh, NC2026-10-27
UMB Bank, n.a.
13,147$662.6K0.0%CoreLowKansas City, MO2026-11-06
LJI Wealth Management, LLC
12,979$654.1K0.1%ETFLowIndianapolis, IN2026-10-28
Spire Wealth Management
12,857$648.0K0.0%GrowthMediumMclean, VA2026-10-30
Pacific Center for Financial Services
12,717$640.9K0.1%ETFMediumDanville, CA2026-10-15
Redw Wealth LLC
12,701$640.1K0.2%ETFLowAlbuquerque, NM2026-11-02
IMG Wealth Management, Inc.
12,692$639.7K0.3%ETFMediumJacksonville, FL2026-10-27
Aerodigm Wealth, LLC
12,602$635.1K0.2%ETFLowLake Oswego, OR2026-10-16
Spectrum Planning & Advisory Services Inc.
12,554$632.7K0.3%ETFMediumSan Diego, CA2026-11-05
Matrix Trust Co
12,426$6260.0%ETFLowDenver, CO2026-10-07
BlueChip Wealth Advisors LLC
12,294$619.6K0.2%ETFMediumMilton, GA2026-11-03
Welch Group, LLC
12,291$619.5K0.0%CoreVery LowBirmingham, AL2026-10-29
Kestra Private Wealth Services, LLC
12,179$613.8K0.0%GrowthLowAustin, TX2026-11-06
Financial Solutions Advisory Group, Inc.
12,090$609.0K0.1%ETFMediumChicago, IL2026-10-28
Hegarty Advisors, LLC
12,056$607.6K0.4%ETFVery LowGarden City, NY2026-10-20
AdvisorNet Financial, Inc
11,910$599.6K0.0%ETFLowMinnetonka, MN2026-10-15
Diversify Wealth Management, LLC
11,823$595.5K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
11,823$595.5K0.0%GrowthLowSandy, UT2026-10-20
Market Street Wealth Management Advisors LLC
11,757$592.6K0.1%ETFMediumIndianapolis, IN2026-10-09
Capital Advisors, Ltd. LLC
11,699$5900.0%ETFLowShaker Heights, OH2026-10-27
Choreo, LLC
11,419$575.5K0.0%IndexLowRockford, IL2026-10-28
Maryland Capital Advisors Inc.
11,250$567.0K0.2%ETFVery LowChester, MD2026-10-15
Noble Wealth Management PBC
11,228$565.9K0.3%YieldMediumGreenwood Village, CO2026-10-01
PNC Financial Services Group, Inc.
11,131$561.0K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Marathon Wealth Advisors LLC
11,128$560.8K0.2%GrowthVery LowBoston, MA2026-11-04
Searcy Financial Services Inc
11,093$559.1K0.2%ETFLowOverland Park, KS2026-10-07
Canandaigua National Bank & Trust Co
10,882$548.5K0.0%CoreVery LowCanandaigua, NY2026-10-07
Southland Equity Partners LLC
10,261$517.2K0.1%ETFLowWildwood, MO2026-10-14
JGP Wealth Management, LLC
10,002$504.1K0.0%CoreLowBend, OR2026-10-13
Aprio Wealth Management, LLC
9,940$501.0K0.0%ETFMediumAtlanta, GA2026-10-28
Investment Planning Advisors, Inc.
9,678$487.8K0.1%ETFMediumCumming, GA2026-10-14
Elm3 Financial Group, LLC
9,678$487.8K0.3%GrowthMediumAlpharetta, GA2026-10-07
Waldron Private Wealth LLC
9,514$479.5K0.0%ETFVery LowBridgeville, PA2026-11-02
White Lighthouse Investment Management Inc.
9,500$478.8K0.1%ETFVery LowBedford, MA2026-10-21
Fifth Third Securities, Inc.
9,498$478.7K0.0%ETFLowCincinnati, OH2026-10-21
Lionsbridge Wealth Management LLC
9,319$469.7K0.5%ETFMediumJacksonville Beach, FL2026-10-26
FIG Financial Advisory Services Inc
9,233$465.4K0.3%CoreVery HighOklahoma City, OK2026-10-07
Daytona Street Capital LLC
9,122$458.6K0.3%Deep ValueMediumSaint Louis, MO2026-10-15
Peterson Wealth Advisors, LLC
9,010$454.1K0.1%ETFLowOrem, UT2026-10-08
First Heartland Consultants, Inc.
8,940$450.6K0.0%ETFMediumLake St. Louis, MO2026-10-08
Global Wealth Management Investment Advisory, Inc.
8,760$441.5K0.1%CoreLowFort Lauderdale, FL2026-11-04
CGC Financial Services, LLC
8,705$438.7K0.1%ETFLowLake Oswego, OR2026-10-13
Private Client Services, LLC
8,689$437.9K0.1%ETFMediumLouisville, KY2026-10-02
Avaii Wealth Management, LLC
8,663$435.4K0.1%ETFMediumAppleton, WI2026-10-09
Prudent Man Advisors, LLC
8,577$432.3K0.1%GrowthLowNaperville, IL2026-11-03
Quadrant Private Wealth Management, LLC
8,560$431.4K0.1%GrowthLowCenter Valley, PA2026-11-04
Jeter Robert S II
8,159$410.6K0.3%ETFVery LowBethany Beach, DE2026-10-16
Ridgeline Wealth, LLC
8,132$409.3K0.2%ETFVery LowMesa, AZ2026-10-14
15 Wealth Advisors LLC
7,865$396.4K0.1%ETFN/AMundelein, IL2026-10-14
Oppenheimer & Co Inc
7,802$393.2K0.0%CoreLowNew York, NY2026-10-26
Burns J W & Co Inc
7,665$386.3K0.0%GrowthVery LowDewitt, NY2026-10-20
Mascoma Wealth Management LLC
7,391$372.5K0.1%ETFVery LowHanover, NH2026-10-23
Convergence Financial, LLC
7,387$372.3K0.1%ETFMediumColumbia, MO2026-10-27
Courage Miller Partners, LLC
7,348$370.3K0.1%ETFVery LowNorfolk, VA2026-10-21
Physician Wealth Advisors, Inc.
7,123$359.0K0.0%ETFMediumMidvale, UT2026-10-20
Horst & Graben Wealth Management LLC
6,837$344.6K0.0%ETFMediumPortland, OR2026-11-02
AlphaCore Capital LLC
6,818$343.6K0.0%ETFLowLa Jolla, CA2026-11-04
SVB Wealth LLC
6,751$340.3K0.0%CoreLowBoston, MA2026-11-06
Fifth Third Bancorp
6,661$335.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Private Trust Co NA
6,502$327.7K0.0%CoreLowCleveland, OH2026-10-20
Buck Wealth Strategies, LLC
6,472$326.2K0.0%ValueMediumDenver, CO2026-10-28
Legacy Trust
6,450$325.5K0.1%CoreVery LowGrand Rapids, MI2026-11-06
Howard Wealth Management, LLC
6,283$316.7K0.1%ETFVery LowMadison, CT2026-10-28
Hopwood Financial Services, Inc.
6,240$314.5K0.2%ETFLowReston, VA2026-10-29
Guardian Partners Inc.
6,195$312.2K0.0%ValueMediumToronto, South Africa2026-10-21
Revolve Wealth Partners, LLC
6,159$310.4K0.0%ETFVery LowHackensack, NJ2026-10-23
Visionary Wealth Advisors
6,016$303.2K0.0%ETFLowO'Fallon, IL2026-11-04
SRH Advisors, LLC
6,000$302.4K0.1%ETFVery LowSalina, KS2026-10-22
Fulcrum Equity Management
5,943$299.5K0.2%GrowthHighPlano, TX2026-10-21
Blue Trust, Inc.
5,890$296.9K0.0%ETFLowBrentwood, TN2026-10-15
Argonautica Private Wealth Management, Inc
5,866$295.6K0.1%GrowthLowWellesley, MA2026-11-02
Koshinski Asset Management, Inc.
5,840$294.3K0.0%ETFLowDecatur, IL2026-10-29
Old Second National Bank of Aurora
5,800$292.3K0.1%CoreLowAurora, IL2026-10-22
Schmidt P J Investment Management Inc
5,782$291.4K0.0%GrowthVery LowCedarburg, WI2026-11-02
Shepherd Financial Partners LLC
5,694$287.0K0.0%ETFLowWinchester, MA2026-11-03
Spinnaker Investment Group, LLC
5,625$283.5K0.0%ETFLowNewport Beach, CA2026-10-13
PFG Advisors
5,585$281.5K0.0%ETFMediumPhoenix, AZ2026-10-16
M Holdings Securities, Inc.
5,529$278.0K0.1%ETFHighPortland, OR2026-11-03
One Advisory Partners, LLC
5,504$277.4K0.1%ETFMediumOverland Park, KS2026-10-22
MBE Wealth Management, LLC
5,463$275.3K0.1%ETFVery LowTomah, WI2026-10-26
Blue Square Asset Management, LLC
5,288$266.5K0.1%MomentumMediumNew York, NY2026-11-02
Lifelong Wealth Advisors, Inc.
5,218$263.0K0.1%ETFLowArden Hills, MN2026-10-19
Swmg, LLC
5,207$262.5K0.1%ETFMediumFort Worth, TX2026-10-23
Certified Advisory Corp
5,161$260.1K0.0%ETFLowAltamonte Springs, FL2026-10-29
Creative Financial Designs Inc
5,154$259.8K0.0%ETFMediumKokomo, IN2026-11-04
Parsons Capital Management Inc
5,133$258.7K0.0%CoreLowProvidence, RI2026-10-28
RCW Management, LLC
5,069$255.5K0.2%ETFVery LowJacksonville, FL2026-10-30
TD Waterhouse Canada Inc.
5,031$252.8K0.0%CoreLowToronto, Australia2026-10-16
Summa Corp.
5,000$251.9K0.1%Agg GrowthLowThe Woodlands, TX2026-10-30
Truist Financial Corp
4,890$246.5K0.0%CoreLowCharlotte, NC2026-10-30
Triumph Capital Management
4,792$241.5K0.0%ETFMediumDenver, CO2026-10-14
Horizon Wealth Management, LLC
4,700$236.9K0.0%ETFVery HighLa Grange, IL2026-11-02
Norden Group LLC
4,690$236.4K0.0%GrowthMediumProvo, UT2026-10-20
Pine Haven Investment Counsel, Inc
4,650$234.4K0.2%CoreVery LowFairhaven, MA2026-11-02
New Capital Management LP
4,631$233.4K0.1%ETFVery LowHouston, TX2026-10-29
Castleview Partners, LLC
4,620$232.9K0.1%CoreMediumDallas, TX2026-10-09
BridgePort Financial Solutions, LLC
4,457$224.6K0.1%ETFLowFairfield, IA2026-11-02
Echo45 Advisors LLC
4,396$221.6K0.1%ETFLowWalnut Creek, CA2026-10-07
Root Financial Partners, LLC
4,211$212.3K0.0%ETFMediumEncinitas, CA2026-10-21
Avior Wealth Management, LLC
4,203$211.8K0.0%ETFMediumOmaha, NE2026-10-13
Flynn Zito Capital Management, LLC
4,171$210.2K0.1%ETFLowGarden City, NY2026-11-04
SeaCrest Wealth Management, LLC
4,167$210.0K0.0%GrowthLowPurchase, NY2026-10-21
Ascent Group, LLC
4,132$208.3K0.0%CoreLowVirginia Beach, VA2026-10-30
HF Advisory Group, LLC
4,117$207.5K0.1%ValueLowAnnapolis, MD2026-10-09
Money Concepts Capital Corp
4,098$206.5K0.0%ETFMediumPalm Beach Gardens, FL2026-11-06
Leading Edge Financial Planning LLC
4,055$204.4K0.0%ETFLowKnoxville, TN2026-10-23
Emerald Advisors, LLC
4,003$201.8K0.0%GrowthVery LowBellevue, WA2026-10-13
Aries Wealth Management
4,000$201.6K0.0%CoreVery LowPortland, ME2026-10-23
Selective Wealth Management, Inc.
3,980$200.5K0.0%ETFLowForest, VA2026-10-16
Tompkins Financial Corp
3,672$185.1K0.0%CoreLowIthaca, NY2026-10-05
Financial Perspectives, Inc
3,418$172.3K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Quaker Wealth Management, LLC
3,068$154.6K0.0%ETFMediumMoorestown, NJ2026-10-22
Central Trust Co
3,000$151.2K0.0%CoreLowJefferson City, MO2026-11-05
Intesa Sanpaolo Wealth Management
3,000$151.2K0.0%GrowthMediumLuxembourg, Netherlands2026-10-28
Ascentis Independent Advisors
2,650$133.6K0.0%ETFLowDallas, TX2026-11-03
Oakworth Capital, Inc.
2,544$128.2K0.0%ETFLowBirmingham, AL2026-10-26
Blueline Advisors LLC
2,404$121.2K0.1%ETFLowExeter, NH2026-10-15
Transce3nd, LLC
2,294$115.6K0.1%GrowthLowBuda, TX2026-10-26
Sfam, LLC
2,285$115.2K0.1%ETFVery LowElmhurst, IL2026-11-03
Rossby Financial, LCC
2,025$102.1K0.0%ETFMediumMelbourne, FL2026-11-05
Byrne Asset Management LLC
1,850$93.0K0.1%CoreLowKingston, NJ2026-10-06
Atwood & Palmer Inc
1,525$76.9K0.0%CoreVery LowKansas City, MO2026-10-08
Lynch Investment Planning, LLC
1,371$69.1K0.1%ETFLowNewtown Square, PA2026-10-27
Cullen T Bankers, Inc.
1,321$66.6K0.0%GrowthLowSan Antonio, TX2026-10-28
CKW Financial Group
1,282$640.0%ETFVery LowHonolulu, HI2026-10-29
Mather Group, Llc.
1,225$61.7K0.0%ETFMediumChicago, IL2026-10-14
Planning Strategies Inc.
1,109$55.9K0.0%ETFN/ALancaster, PA2026-10-02
Golden State Wealth Management, LLC
1,008$50.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Clearstead Advisors, LLC
987$49.7K0.0%ETFLowCleveland, OH2026-11-06
Lanark Financial, Inc.
937$47.2K0.0%CoreMediumBirmingham, AL2026-10-26
Nfsg Corp
900$45.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
3 Factor Indexing, LLC
698$35.2K0.0%ETFLowSacramento, CA2026-10-15
Rosenberg Matthew Hamilton
670$33.8K0.0%ETFVery LowGrand Junction, CO2026-10-05
Harbor Asset Planning, Inc.
638$32.1K0.0%ETFVery LowBelmont, MA2026-10-23
Kingdom Financial Group Llc.
598$30.1K0.0%ETFMediumPeoria, AZ2026-11-04
Center for Financial Planning, Inc.
313$15.8K0.0%ETFLowSouthfied, MI2026-10-26
Sunrise Financial Services, LLC
298$15.0K0.0%ETFMediumBurien, WA2026-10-21
American National Bank & Trust
265$13.4K0.0%CoreVery LowWichita Falls, TX2026-10-07
Essential Partners LLC
249$12.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Networth Advisors, LLC
243$12.2K0.0%ETFMediumCanonsburg, PA2026-11-03
Downshift Financial, LLC
236$11.9K0.0%ETFLowBoulder, CO2026-10-13
Clearstead Trust, LLC
198$10.0K0.0%GrowthLowPortland, ME2026-11-06
Bell Investment Advisors, Inc
157$7.9K0.0%ETFVery LowOrinda, CA2026-10-29
Ashton Thomas Private Wealth, LLC
157$7.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Horizon Financial Services, LLC
129$6.5K0.0%ETFLowWinston Salem, NC2026-11-04
Latitude Advisors, LLC
81$4.1K0.0%ETFLowYorkville, IL2026-10-27
Arlington Trust Co LLC
37$1.9K0.0%ETFMediumBirmingham, AL2026-10-20
Evolution Wealth Management Inc.
30$1.5K0.0%ETFMediumFort Myers, FL2026-10-28
First Command Advisory Services, Inc.
17$8570.0%IndexLowFort Worth, TX2026-11-05
Lloyd Advisory Services, Llc.
16$8060.0%ETFVery HighSuwanee, GA2026-11-02
EverSource Wealth Advisors, LLC
12$6050.0%CoreMediumBirmingham, AL2026-11-04
MB, Levis & Associates, LLC
2$940.0%ETFVery LowCenter Valley, PA2026-10-16
Balance Wealth Partners LLC
1$300.0%ETFMediumWorthington, OH2026-10-27
Cherry Tree Wealth Management, LLC
0$20.0%ETFVery LowMinnetonka, MN2026-10-15