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Ishares Convertible Bond ETF (ICVT)

CUSIP: 46435G102 | NYSE | 926 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

AMG National Trust Bank605,695
1.4% of portfolio›$68.4M
Greenleaf Trust439,898
0.5% of portfolio›$49.7M
Howard Capital Management, LLC281,042
0.4% of portfolio›$31.7M
New York Life Investment Management LLC248,200
0.2% of portfolio›$28.0M
Certified Advisory Corp205,902
1.9% of portfolio›$23.3M
Tradewinds Capital Management, LLC194,528
3.8% of portfolio›$22.0M
Cornerstone Planning Group LLC183,829
2.5% of portfolio›$20.6M
TME Financial, Inc.177,385
12.3% of portfolio›$20.0M
Onyx Bridge Wealth Group LLC163,352
1.6% of portfolio›$18.4M
Systelligence, LLC159,115
1.6% of portfolio›$9.7M
Independence Financial Advisors, LLC149,820
4.2% of portfolio›$16.9M
Assetmark, Inc140,274
0.0% of portfolio›$15.8M
Aire Advisors, LLC136,590
2.5% of portfolio›$15.4M
McAdam, LLC98,164
0.4% of portfolio›$11.1M
B. Riley Wealth Advisors, Inc.84,954
0.4% of portfolio›$9.6M
Mascagni Wealth Management, Inc.84,716
5.8% of portfolio›$9.6M
Thrivent Financial for Lutherans73,170
0.0% of portfolio›$8.3M
Point Nemo Capital, LLC69,213
3.6% of portfolio›$7.8M
Cambridge Investment Research Advisors, Inc.68,390
0.0% of portfolio›$7.7K
Plan Group Financial, LLC67,940
1.4% of portfolio›$7.2M
Diversify Advisory Services, LLC65,576
0.1% of portfolio›$7.0M
Diversify Wealth Management, LLC65,576
0.1% of portfolio›$7.0M
Capital Wealth Management, LLC55,063
1.4% of portfolio›$6.2M
Creative Financial Designs Inc53,665
0.3% of portfolio›$6.1M
OpenArc Corporate Advisory, LLC52,269
0.1% of portfolio›$5.9M
Vise Technologies, Inc.51,235
0.0% of portfolio›$5.8M
Baron Financial Group, LLC49,089
2.7% of portfolio›$5.5M
Trek Financial, LLC46,861
0.2% of portfolio›$5.3M
IFP Advisors, Inc45,739
0.1% of portfolio›$5.2M
Elevation Wealth Partners, LLC43,604
1.4% of portfolio›$4.9M
Wealth Enhancement Advisory Services, LLC43,256
0.0% of portfolio›$4.8M
Horizon Financial Services, LLC42,370
1.8% of portfolio›$4.8M
Central Pacific Bank - Trust Division41,229
0.5% of portfolio›$4.7M
Kroeger Financial Partners39,654
4.4% of portfolio›$4.5M
Kestra Advisory Services, LLC33,760
0.0% of portfolio›$3.8M
Bank of New York Mellon Corp32,649
0.0% of portfolio›$3.7M
J.W. Cole Advisors, Inc.31,900
0.1% of portfolio›$3.6M
Compagnie Lombard Odier SCmA28,131
0.0% of portfolio›$3.2M
Milestone Asset Management, LLC25,997
0.5% of portfolio›$2.9M
Mirae Asset Global Investments Co., Ltd.25,000
0.0% of portfolio›$2.8M
Quartz Partners, LLC24,467
0.8% of portfolio›$2.8M
Simplicity Wealth,LLC24,017
0.1% of portfolio›$2.7M
Lido Advisors, LLC23,835
0.0% of portfolio›$2.7M
Park Avenue Securities LLC23,135
0.0% of portfolio›$2.6K
Commonwealth Equity Services, LLC22,770
0.0% of portfolio›$2.6M
Cordoba Advisory Partners LLC22,554
0.3% of portfolio›$2.5M
Schuylkill Financial LLC19,983
2.2% of portfolio›$2.3M
Truist Financial Corp19,523
0.0% of portfolio›$2.2M
D.A. Davidson & Co.19,200
0.0% of portfolio›$2.2M
Florin Court Capital LLP17,927
2.1% of portfolio›$2.0M
Provident Wealth Management, LLC17,724
0.7% of portfolio›$2.0M
Farther Finance Advisors, LLC17,319
0.0% of portfolio›$2.0M
Cadent Capital Advisors, LLC16,001
0.4% of portfolio›$1.8M
Keystone Wealth Services, LLC15,770
0.3% of portfolio›$1.8M
Hohimer Wealth Management, LLC15,010
0.2% of portfolio›$1.7M
Yorktown Management & Research Co Inc15,000
1.1% of portfolio›$1.7M
Scissortail Wealth Management, LLC14,897
0.3% of portfolio›$1.7M
Sofi Wealth, LLC14,670
0.1% of portfolio›$1.7M
Comprehensive Wealth Management, LLC14,548
0.7% of portfolio›$1.6M
Windsor Capital Management, LLC13,998
0.4% of portfolio›$1.6M
Outlook Wealth Advisors, LLC13,752
0.3% of portfolio›$1.6M
Ascent Group, LLC13,387
0.0% of portfolio›$1.5M
Global Financial Private Client, LLC13,111
0.4% of portfolio›$1.5M
FIG Financial Advisory Services Inc12,722
0.9% of portfolio›$1.4M
FFG Retirement Advisors LLC12,429
0.7% of portfolio›$1.4M
Atlatl Advisers LLC12,063
0.3% of portfolio›$1.4M
Archer Investment Corp11,688
0.2% of portfolio›$1.3M
Quad-Cities Investment Group, LLC11,559
0.5% of portfolio›$1.3M
Key FInancial Inc11,328
0.2% of portfolio›$1.3M
Centerline Wealth Advisors, LLC10,972
0.4% of portfolio›$1.2M
Dedeker Financial LLC10,768
0.7% of portfolio›$1.2M
TSA Wealth Managment LLC10,357
0.3% of portfolio›$1.2M
Wetzel Investment Advisors, Inc.10,311
0.4% of portfolio›$1.2M
Herold Advisors, Inc.10,225
0.2% of portfolio›$1.2M
Focus Financial Network, Inc.10,153
0.0% of portfolio›$1.1M
Armor Investment Advisors, LLC9,966
0.4% of portfolio›$1.1M
Kelly Financial Services LLC9,915
0.2% of portfolio›$1.1M
MMA Asset Management LLC9,747
0.3% of portfolio›$1.1M
Financial Life Advisors9,416
0.3% of portfolio›$1.1M
Keybank National Association9,396
0.0% of portfolio›$1.1M
Hennion & Walsh Asset Management, Inc.9,359
0.0% of portfolio›$1.1M
United Advisor Group, LLC9,277
0.1% of portfolio›$1.0M
Atria Investments, Inc8,574
0.0% of portfolio›$968.3K
Perigon Wealth Management, LLC8,392
0.0% of portfolio›$947.8K
Tennessee Valley Asset Management Partners8,294
0.1% of portfolio›$936.7K
Strategic Blueprint, LLC8,170
0.0% of portfolio›$922.6K
Guidance Capital, Inc8,053
0.2% of portfolio›$832.7K
SWP Financial LLC7,773
0.4% of portfolio›$877.9K
Investment Management Trust, LLC7,384
0.7% of portfolio›$833.9K
Moneco Advisors, LLC7,016
0.0% of portfolio›$792.3K
Aletheian Wealth Advisors LLC6,620
0.3% of portfolio›$747.7K
Independent Financial Group, LLC6,559
0.0% of portfolio›$740.7K
CoreCap Advisors, LLC6,554
0.0% of portfolio›$740.2K
Oppenheimer & Co Inc6,322
0.0% of portfolio›$714.0K
Sovran Advisors, LLC6,207
0.0% of portfolio›$666.5K
Horst & Graben Wealth Management LLC6,172
0.1% of portfolio›$697.0K
Lpwm LLC6,165
0.2% of portfolio›$696.2K
Acorn Wealth Advisors, LLC6,101
0.2% of portfolio›$689.0K
Range Financial Group LLC6,080
0.2% of portfolio›$686.7K
Advus Financial Partners, LLC6,037
0.2% of portfolio›$681.8K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors5,675
0.0% of portfolio›$641.0K
Ridgewood Investments LLC5,670
0.2% of portfolio›$640.4K
Bigelow Investment Advisors, LLC5,605
0.2% of portfolio›$633.0K
Robertson Stephens Wealth Management, LLC5,465
0.0% of portfolio›$617.2K
Pettinga Financial Advisors LLC5,372
0.1% of portfolio›$606.7K
James Investment Research, Inc.5,224
0.1% of portfolio›$590.0K
Ashton Thomas Private Wealth, LLC5,202
0.0% of portfolio›$587.5K
Private Trust Co NA4,938
0.0% of portfolio›$557.7K
Cassilly Financial Group LLC4,881
0.4% of portfolio›$551.3K
SteelPeak Wealth, LLC4,804
0.0% of portfolio›$542.5K
Creative Planning4,800
0.0% of portfolio›$542.1K
Modera Wealth Management, LLC4,764
0.0% of portfolio›$538.0K
Quadrant Private Wealth Management, LLC4,614
0.1% of portfolio›$521.1K
Kestra Investment Management, LLC4,452
0.0% of portfolio›$502.8K
Pflug Koory, LLC4,401
0.2% of portfolio›$497.0K
Form Wealth Advisors, LLC4,113
0.1% of portfolio›$464.5K
Wedbush Securities Inc4,104
0.0% of portfolio›$463
Dynamic Advisor Solutions LLC4,075
0.0% of portfolio›$460.2K
Lane Brothers & Co Inc4,036
0.5% of portfolio›$455.7K
Redhawk Wealth Advisors, Inc.3,680
0.0% of portfolio›$415.6K
Creekside Partners3,532
0.1% of portfolio›$398.9K
Brookstone Capital Management3,505
0.0% of portfolio›$395.8K
JB Capital LLC3,375
0.0% of portfolio›$381.2K
Sigma Planning Corp3,356
0.0% of portfolio›$379.0K
Alterna Wealth Management, Inc3,356
0.2% of portfolio›$379.0K
Revisor Wealth Management LLC3,321
0.1% of portfolio›$349.0K
Citizens Financial Group Inc3,276
0.0% of portfolio›$370.0K
Centurion Wealth Management LLC3,266
0.1% of portfolio›$368.8K
Stirlingshire Investments, Inc.3,233
0.3% of portfolio›$365.1K
Clark Asset Management, LLC3,221
0.0% of portfolio›$363.8K
Town Capital LLC3,121
0.2% of portfolio›$352.5K
City Center Advisors, LLC3,101
0.3% of portfolio›$350.2K
StoneX Group Inc.3,097
0.0% of portfolio›$350.1K
Ascentis Independent Advisors3,051
0.0% of portfolio›$344.4K
Golden State Wealth Management, LLC3,030
0.0% of portfolio›$342.3K
Clear Creek Financial Management, LLC2,968
0.0% of portfolio›$335.2K
Csenge Advisory Group2,859
0.0% of portfolio›$322.9K
Kestra Private Wealth Services, LLC2,694
0.0% of portfolio›$304.3K
Sowell Financial Services LLC2,684
0.0% of portfolio›$303.1K
Westco Advisory Services Inc2,629
0.2% of portfolio›$296.9K
Kingswood Wealth Advisors, LLC2,613
0.0% of portfolio›$295.1K
Archer Investment Management, LLC2,599
0.1% of portfolio›$293.5K
McNaughton Wealth Management, LLC2,562
0.1% of portfolio›$289.3K
Meridian Wealth Management, LLC2,557
0.0% of portfolio›$288.8K
Absolute Capital Management, LLC2,499
0.1% of portfolio›$282.2K
SigFig Wealth Management, LLC2,448
0.0% of portfolio›$276.5K
Prospera Financial Services Inc2,437
0.0% of portfolio›$256.3K
Triad Wealth Partners, LLC2,435
0.0% of portfolio›$275.0K
Concurrent Investment Advisors, LLC2,407
0.0% of portfolio›$271.8K
Pictet North America Advisors SA2,350
0.0% of portfolio›$265.4K
Sharkey, Howes & Javer2,338
0.0% of portfolio›$264.0K
Plancorp, LLC2,270
0.0% of portfolio›$238.7K
BOS Asset Management, LLC2,262
0.1% of portfolio›$255.5K
Midwest Capital Advisors, LLC2,249
0.1% of portfolio›$254.0K
RFG Advisory, LLC2,246
0.0% of portfolio›$253.6K
Ehrlich Financial Group2,211
0.1% of portfolio›$249.7K
BCU Wealth Advisors, LLC2,126
0.1% of portfolio›$240.1K
CFS Investment Advisory Services, LLC2,124
0.0% of portfolio›$242.6K
MLG Wealth Management DBA Pine Grove Financial Group2,098
0.0% of portfolio›$236.9K
TD Waterhouse Canada Inc.2,084
0.0% of portfolio›$235.7K
Able Wealth Management LLC2,080
0.1% of portfolio›$236.6K
Parallel Advisors, LLC2,061
0.0% of portfolio›$232.8K
Integrity Alliance, Llc.1,971
0.0% of portfolio›$222.6K
Overbrook Management Corp1,963
0.0% of portfolio›$221.7K
Pinion Investment Advisors, LLC1,889
0.0% of portfolio›$213.3K
Blue Water Asset Management1,887
0.1% of portfolio›$213.1K
Towerpoint Wealth, LLC1,868
0.1% of portfolio›$211.0K
Elevation Point Wealth Partners, LLC1,821
0.0% of portfolio›$205.7K
SAX Wealth Advisors, LLC1,802
0.0% of portfolio›$203.5K
Firethorn Wealth Partners, LLC1,802
0.1% of portfolio›$203.5K
Harbor Investment Advisory, LLC1,800
0.0% of portfolio›$203.3K
Latitude Advisors, LLC1,673
0.1% of portfolio›$188.9K
Phillips Financial Management, LLC1,350
0.0% of portfolio›$152.5K
Dorato Capital Management1,202
0.1% of portfolio›$135.5K
US Bancorp \de\1,165
0.0% of portfolio›$131.6K
Root Financial Partners, LLC1,106
0.0% of portfolio›$124.9K
Bay Harbor Wealth Management, LLC1,033
0.0% of portfolio›$116.7K
Mosley Wealth Management935
0.0% of portfolio›$100.5K
Provenance Wealth Advisors, LLC897
0.0% of portfolio›$101.3K
Heritage Family Offices, LLP803
0.0% of portfolio›$90.7K
Cape Investment Advisory, Inc.709
0.0% of portfolio›$80.1K
Evolution Wealth Management Inc.708
0.0% of portfolio›$80.0K
Blue Trust, Inc.643
0.0% of portfolio›$72.7K
Citigroup Inc602
0.0% of portfolio›$68.0K
Rossby Financial, LCC549
0.0% of portfolio›$62.0K
Tsfg, LLC479
0.0% of portfolio›$54
Kingdom Financial Group Llc.472
0.0% of portfolio›$53.3K
Gen-Wealth Partners Inc447
0.0% of portfolio›$50.5K
EverSource Wealth Advisors, LLC258
0.0% of portfolio›$29.2K
Retirement Wealth Solutions LLC180
0.0% of portfolio›$20.3K
Planning Strategies Inc.177
0.0% of portfolio›$19.9K
Mather Group, Llc.156
0.0% of portfolio›$17.6K
Capital Investment Advisory Services, LLC155
0.0% of portfolio›$17.5K
Signature Equity Partners, LLC119
0.0% of portfolio›$13.4K
Lloyd Advisory Services, Llc.117
0.0% of portfolio›$13.3K
Larson Financial Group LLC105
0.0% of portfolio›$11.9K
Portfolio Resources Advisor Group, Inc.100
0.0% of portfolio›$11.3K
Key Capital Management, Inc74
0.0% of portfolio›$8.4K
Raleigh Capital Management Inc.64
0.0% of portfolio›$7.2K
Transce3nd, LLC55
0.0% of portfolio›$5.9K
Montgomery Financial Services LLC44
0.0% of portfolio›$5.0K
Allspring Global Investments Holdings, LLC41
0.0% of portfolio›$4.7K
NBT Bank, N.A.35
0.0% of portfolio›$4.0K
First Bancorp, Inc34
0.0% of portfolio›$3.8K
Quest 10 Wealth Builders, Inc.28
0.0% of portfolio›$3.2K
Spire Wealth Management23
0.0% of portfolio›$2.6K
Ashton Thomas Securities, LLC17
0.0% of portfolio›$1.9K
Compass Financial Management LLC15
0.0% of portfolio›$1.7K
Lanark Financial, Inc.10
0.0% of portfolio›$1.1K
Brown, Lisle Ings, Inc.5
0.0% of portfolio›$565
Gilpin Wealth Management, LLC4
0.0% of portfolio›$452
Advocate Investing Services LLC2
0.0% of portfolio›$226
Dhjj Financial Advisors, Ltd.1
0.0% of portfolio›$113
UMB Private Wealth Management, LLC1
0.0% of portfolio›$113
Asset Dedication, LLC0
0.0% of portfolio›$8
StyleTurnoverLocationFiled
AMG National Trust Bank
605,695$68.4M1.4%ETFLowGreenwood Village, CO2026-11-05
Greenleaf Trust
439,898$49.7M0.5%CoreLowKalamazoo, MI2026-10-29
Howard Capital Management, LLC
281,042$31.7M0.4%ETFHighAlpharetta, GA2026-10-16
New York Life Investment Management LLC
248,200$28.0M0.2%GrowthLowNew York, NY2026-11-04
Certified Advisory Corp
205,902$23.3M1.9%ETFLowAltamonte Springs, FL2026-10-29
Tradewinds Capital Management, LLC
194,528$22.0M3.8%ETFVery HighBellingham, WA2026-10-23
Cornerstone Planning Group LLC
183,829$20.6M2.5%ETFMediumFairfield, NJ2026-10-16
TME Financial, Inc.
177,385$20.0M12.3%ETFMediumHuntington Beach, CA2026-10-14
Onyx Bridge Wealth Group LLC
163,352$18.4M1.6%ETFMediumTarrytown, NY2026-10-16
Systelligence, LLC
159,115$9.7M1.6%ETFHighBloomington, MN2026-11-05
Independence Financial Advisors, LLC
149,820$16.9M4.2%ETFMediumFranklin, NH2026-10-08
Assetmark, Inc
140,274$15.8M0.0%ETFLowConcord, CA2026-10-21
Aire Advisors, LLC
136,590$15.4M2.5%ETFVery LowBeverly Hills, CA2026-10-22
McAdam, LLC
98,164$11.1M0.4%ETFLowPhiladelphia, PA2026-10-21
B. Riley Wealth Advisors, Inc.
84,954$9.6M0.4%GrowthLowMemphis, TN2026-10-13
Mascagni Wealth Management, Inc.
84,716$9.6M5.8%ETFLowClinton, MS2026-10-23
Thrivent Financial for Lutherans
73,170$8.3M0.0%GARPMediumMinneapolis, MN2026-11-05
Point Nemo Capital, LLC
69,213$7.8M3.6%GARPVery HighDripping Springs, TX2026-11-03
Cambridge Investment Research Advisors, Inc.
68,390$7.7K0.0%ETFLowFairfield, IA2026-11-02
Plan Group Financial, LLC
67,940$7.2M1.4%ETFMediumOklahoma City, OK2026-10-22
Diversify Advisory Services, LLC
65,576$7.0M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
65,576$7.0M0.1%GrowthMediumSandy, UT2026-10-20
Capital Wealth Management, LLC
55,063$6.2M1.4%ETFVery LowW. Warwick, RI2026-10-27
Creative Financial Designs Inc
53,665$6.1M0.3%ETFMediumKokomo, IN2026-11-04
OpenArc Corporate Advisory, LLC
52,269$5.9M0.1%GrowthLowAtlanta, GA2026-10-21
Vise Technologies, Inc.
51,235$5.8M0.0%IndexLowNew York, NY2026-10-29
Baron Financial Group, LLC
49,089$5.5M2.7%ETFVery LowFair Lawn, NJ2026-10-09
Trek Financial, LLC
46,861$5.3M0.2%ETFHighScottsdale, AZ2026-10-29
IFP Advisors, Inc
45,739$5.2M0.1%GrowthLowTampa, FL2026-10-16
Elevation Wealth Partners, LLC
43,604$4.9M1.4%ETFLowWalnut Creek, CA2026-10-07
Wealth Enhancement Advisory Services, LLC
43,256$4.8M0.0%CoreLowPlymouth, MN2026-10-13
Horizon Financial Services, LLC
42,370$4.8M1.8%ETFLowWinston Salem, NC2026-11-04
Central Pacific Bank - Trust Division
41,229$4.7M0.5%CoreMediumHonolulu, HI2026-10-06
Kroeger Financial Partners
39,654$4.5M4.4%ETFN/AGrass Valley, CA2026-10-19
Kestra Advisory Services, LLC
33,760$3.8M0.0%CoreLowAustin, TX2026-11-02
Bank of New York Mellon Corp
32,649$3.7M0.0%CoreLowNew York, NY2026-11-05
J.W. Cole Advisors, Inc.
31,900$3.6M0.1%IndexLowTampa, FL2026-11-05
Compagnie Lombard Odier SCmA
28,131$3.2M0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Milestone Asset Management, LLC
25,997$2.9M0.5%GrowthHighPittsburgh, PA2026-10-15
Mirae Asset Global Investments Co., Ltd.
25,000$2.8M0.0%GrowthLowSeoul, Malaysia2026-11-03
Quartz Partners, LLC
24,467$2.8M0.8%GARPMediumSaratoga Springs, NY2026-11-03
Simplicity Wealth,LLC
24,017$2.7M0.1%ETFLowSummit, NJ2026-10-23
Lido Advisors, LLC
23,835$2.7M0.0%GrowthLowLos Angeles, CA2026-11-04
Park Avenue Securities LLC
23,135$2.6K0.0%ETFMediumNew York, NY2026-10-26
Commonwealth Equity Services, LLC
22,770$2.6M0.0%ETFLowWaltham, MA2026-11-02
Cordoba Advisory Partners LLC
22,554$2.5M0.3%ETFMediumNew York, NY2026-10-19
Schuylkill Financial LLC
19,983$2.3M2.2%ETFN/AWyomissing, PA2026-10-21
Truist Financial Corp
19,523$2.2M0.0%CoreLowCharlotte, NC2026-10-30
D.A. Davidson & Co.
19,200$2.2M0.0%CoreLowGreat Falls, MT2026-10-28
Florin Court Capital LLP
17,927$2.0M2.1%ETFVery LowLondon, United Kingdom2026-11-02
Provident Wealth Management, LLC
17,724$2.0M0.7%ETFVery LowBrentwood, TN2026-10-20
Farther Finance Advisors, LLC
17,319$2.0M0.0%IndexLowSan Francisco, CA2026-10-08
Cadent Capital Advisors, LLC
16,001$1.8M0.4%ETFHighTulsa, OK2026-10-09
Keystone Wealth Services, LLC
15,770$1.8M0.3%ETFHighPalm Desert, CA2026-11-03
Hohimer Wealth Management, LLC
15,010$1.7M0.2%CoreHighSeattle, WA2026-11-04
Yorktown Management & Research Co Inc
15,000$1.7M1.1%MomentumMediumForest, VA2026-10-28
Scissortail Wealth Management, LLC
14,897$1.7M0.3%ETFLowTulsa, OK2026-11-03
Sofi Wealth, LLC
14,670$1.7M0.1%ETFVery LowSan Francisco, CA2026-10-27
Comprehensive Wealth Management, LLC
14,548$1.6M0.7%ETFMediumLynnwood, WA2026-11-02
Windsor Capital Management, LLC
13,998$1.6M0.4%ETFVery LowPhoenix, AZ2026-10-13
Outlook Wealth Advisors, LLC
13,752$1.6M0.3%ETFMediumShenandoah, TX2026-10-28
Ascent Group, LLC
13,387$1.5M0.0%CoreLowVirginia Beach, VA2026-10-30
Global Financial Private Client, LLC
13,111$1.5M0.4%GrowthLowSarasota, FL2026-10-15
FIG Financial Advisory Services Inc
12,722$1.4M0.9%CoreVery HighOklahoma City, OK2026-10-07
FFG Retirement Advisors LLC
12,429$1.4M0.7%ETFMediumCentennial, CO2026-10-20
Atlatl Advisers LLC
12,063$1.4M0.3%Agg GrowthHighMadison, WI2026-10-22
Archer Investment Corp
11,688$1.3M0.2%CoreMediumCarmel, IN2026-11-05
Quad-Cities Investment Group, LLC
11,559$1.3M0.5%CoreLowDavenport, IA2026-10-16
Key FInancial Inc
11,328$1.3M0.2%ETFLowWest Chester, PA2026-11-02
Centerline Wealth Advisors, LLC
10,972$1.2M0.4%ETFHighLouisville, KY2026-10-15
Dedeker Financial LLC
10,768$1.2M0.7%MomentumMediumSt. Louis Park, MN2026-10-23
TSA Wealth Managment LLC
10,357$1.2M0.3%ETFMediumHouston, TX2026-10-22
Wetzel Investment Advisors, Inc.
10,311$1.2M0.4%ETFLowIndianapolis, IN2026-10-13
Herold Advisors, Inc.
10,225$1.2M0.2%CoreLowNew York, NY2026-10-19
Focus Financial Network, Inc.
10,153$1.1M0.0%ETFLowMinneapolis, MN2026-10-14
Armor Investment Advisors, LLC
9,966$1.1M0.4%ETFLowRaleigh, NC2026-10-27
Kelly Financial Services LLC
9,915$1.1M0.2%ETFMediumBraintree, MA2026-10-20
MMA Asset Management LLC
9,747$1.1M0.3%ETFMediumNew York, NY2026-11-02
Financial Life Advisors
9,416$1.1M0.3%ETFLowSan Antonio, TX2026-10-14
Keybank National Association
9,396$1.1M0.0%CoreLowBrooklyn, OH2026-11-04
Hennion & Walsh Asset Management, Inc.
9,359$1.1M0.0%ValueMediumParsippany, NJ2026-10-13
United Advisor Group, LLC
9,277$1.0M0.1%ETFLowCincinnati, OH2026-11-03
Atria Investments, Inc
8,574$968.3K0.0%CoreMediumCharlotte, NC2026-10-15
Perigon Wealth Management, LLC
8,392$947.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Tennessee Valley Asset Management Partners
8,294$936.7K0.1%ETFLowKnoxville, TN2026-11-03
Strategic Blueprint, LLC
8,170$922.6K0.0%ETFLowAtlanta, GA2026-10-22
Guidance Capital, Inc
8,053$832.7K0.2%ETFMediumLousville, KY2026-11-03
SWP Financial LLC
7,773$877.9K0.4%ETFMediumEncinitas, CA2026-10-23
Investment Management Trust, LLC
7,384$833.9K0.7%GrowthN/AFitchburg, MA2026-11-05
Moneco Advisors, LLC
7,016$792.3K0.0%ETFLowFairfield, CT2026-11-05
Aletheian Wealth Advisors LLC
6,620$747.7K0.3%ETFVery LowBellevue, WA2026-10-08
Independent Financial Group, LLC
6,559$740.7K0.0%GrowthLowSan Diego, CA2026-10-13
CoreCap Advisors, LLC
6,554$740.2K0.0%ETFMediumSouthfield, MI2026-10-08
Oppenheimer & Co Inc
6,322$714.0K0.0%CoreLowNew York, NY2026-10-26
Sovran Advisors, LLC
6,207$666.5K0.0%ETFMediumSan Diego, CA2026-11-02
Horst & Graben Wealth Management LLC
6,172$697.0K0.1%ETFMediumPortland, OR2026-11-02
Lpwm LLC
6,165$696.2K0.2%ETFMediumMinneapolis, MN2026-10-20
Acorn Wealth Advisors, LLC
6,101$689.0K0.2%ETFLowGrand Blanc, MI2026-10-19
Range Financial Group LLC
6,080$686.7K0.2%GARPMediumTigard, OR2026-10-21
Advus Financial Partners, LLC
6,037$681.8K0.2%ETFLowWinter Park, FL2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
5,675$641.0K0.0%ETFMediumWestlake, OH2026-10-14
Ridgewood Investments LLC
5,670$640.4K0.2%ValueMediumSpringfield, NJ2026-10-05
Bigelow Investment Advisors, LLC
5,605$633.0K0.2%ETFLowPortland, ME2026-10-13
Robertson Stephens Wealth Management, LLC
5,465$617.2K0.0%ETFMediumSan Francisco, CA2026-10-16
Pettinga Financial Advisors LLC
5,372$606.7K0.1%ETFMediumEvansville, IN2026-10-13
James Investment Research, Inc.
5,224$590.0K0.1%CoreLowAlpha, OH2026-10-22
Ashton Thomas Private Wealth, LLC
5,202$587.5K0.0%CoreMediumScottsdale, AZ2026-11-03
Private Trust Co NA
4,938$557.7K0.0%CoreLowCleveland, OH2026-10-20
Cassilly Financial Group LLC
4,881$551.3K0.4%ETFLowSeverna Park, MD2026-10-07
SteelPeak Wealth, LLC
4,804$542.5K0.0%GrowthHighWoodland Hills, CA2026-10-16
Creative Planning
4,800$542.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Modera Wealth Management, LLC
4,764$538.0K0.0%ETFVery LowWestwood, NJ2026-10-28
Quadrant Private Wealth Management, LLC
4,614$521.1K0.1%GrowthLowCenter Valley, PA2026-11-04
Kestra Investment Management, LLC
4,452$502.8K0.0%ETFMediumAustin, TX2026-11-04
Pflug Koory, LLC
4,401$497.0K0.2%CoreVery LowOmaha, NE2026-10-26
Form Wealth Advisors, LLC
4,113$464.5K0.1%ETFMediumLake Geneva, WI2026-10-13
Wedbush Securities Inc
4,104$4630.0%CoreLowPasadena, CA2026-10-22
Dynamic Advisor Solutions LLC
4,075$460.2K0.0%ETFLowPhoenix, AZ2026-10-13
Lane Brothers & Co Inc
4,036$455.7K0.5%ETFLowPrescott, AZ2026-11-02
Redhawk Wealth Advisors, Inc.
3,680$415.6K0.0%ETFHighMinneapolis, MN2026-10-14
Creekside Partners
3,532$398.9K0.1%ETFVery LowPetaluma, CA2026-11-04
Brookstone Capital Management
3,505$395.8K0.0%ETFMediumWheaton, IL2026-10-22
JB Capital LLC
3,375$381.2K0.0%ETFMediumWethersfield, CT2026-10-19
Sigma Planning Corp
3,356$379.0K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Alterna Wealth Management, Inc
3,356$379.0K0.2%ETFMediumHouston, TX2026-10-27
Revisor Wealth Management LLC
3,321$349.0K0.1%CoreLowAkron, OH2026-10-20
Citizens Financial Group Inc
3,276$370.0K0.0%GrowthLowProvidence, RI2026-10-23
Centurion Wealth Management LLC
3,266$368.8K0.1%ETFMediumMclean, VA2026-10-13
Stirlingshire Investments, Inc.
3,233$365.1K0.3%ETFMediumNew York, NY2026-11-05
Clark Asset Management, LLC
3,221$363.8K0.0%ETFVery LowStratham, NH2026-10-19
Town Capital LLC
3,121$352.5K0.2%ETFHighBel Air, MD2026-11-03
City Center Advisors, LLC
3,101$350.2K0.3%ETFMediumTroy, MI2026-10-08
StoneX Group Inc.
3,097$350.1K0.0%ETFMediumNew York, NY2026-11-03
Ascentis Independent Advisors
3,051$344.4K0.0%ETFLowDallas, TX2026-11-03
Golden State Wealth Management, LLC
3,030$342.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Clear Creek Financial Management, LLC
2,968$335.2K0.0%ETFMediumSilverdale, WA2026-10-28
Csenge Advisory Group
2,859$322.9K0.0%ETFMediumClearwater, FL2026-11-04
Kestra Private Wealth Services, LLC
2,694$304.3K0.0%GrowthLowAustin, TX2026-10-30
Sowell Financial Services LLC
2,684$303.1K0.0%CoreLowNorth Little Rock, AR2026-10-23
Westco Advisory Services Inc
2,629$296.9K0.2%GrowthLowLynbrook, NY2026-10-14
Kingswood Wealth Advisors, LLC
2,613$295.1K0.0%GrowthLowSan Diego, CA2026-10-23
Archer Investment Management, LLC
2,599$293.5K0.1%ETFHighAustin, TX2026-10-13
McNaughton Wealth Management, LLC
2,562$289.3K0.1%ETFLowSan Diego, CA2026-10-09
Meridian Wealth Management, LLC
2,557$288.8K0.0%GrowthLowLexington, KY2026-11-05
Absolute Capital Management, LLC
2,499$282.2K0.1%ETFMediumPittsburgh, PA2026-10-16
SigFig Wealth Management, LLC
2,448$276.5K0.0%ETFLowSan Francisco, CA2026-10-07
Prospera Financial Services Inc
2,437$256.3K0.0%CoreMediumDallas, TX2026-11-04
Triad Wealth Partners, LLC
2,435$275.0K0.0%ETFMediumLawrence, KS2026-10-26
Concurrent Investment Advisors, LLC
2,407$271.8K0.0%GrowthMediumTampa, FL2026-10-16
Pictet North America Advisors SA
2,350$265.4K0.0%GARPMediumGeneva 73, Switzerland2026-10-21
Sharkey, Howes & Javer
2,338$264.0K0.0%ETFMediumDenver, CO2026-10-22
Plancorp, LLC
2,270$238.7K0.0%ETFLowSaint Louis, MO2026-11-03
BOS Asset Management, LLC
2,262$255.5K0.1%ETFLowSpringfield, IL2026-10-09
Midwest Capital Advisors, LLC
2,249$254.0K0.1%ETFHighGrand Rapids, MI2026-11-04
RFG Advisory, LLC
2,246$253.6K0.0%ETFMediumBirmingham, AL2026-11-03
Ehrlich Financial Group
2,211$249.7K0.1%ETFHighLaguna Niguel, CA2026-10-20
BCU Wealth Advisors, LLC
2,126$240.1K0.1%ETFLowVernon Hills, IL2026-10-16
CFS Investment Advisory Services, LLC
2,124$242.6K0.0%ETFMediumTotowa, NJ2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
2,098$236.9K0.0%ETFMediumWoodbury, MN2026-10-13
TD Waterhouse Canada Inc.
2,084$235.7K0.0%CoreLowToronto, Australia2026-10-16
Able Wealth Management LLC
2,080$236.6K0.1%ETFMediumToms River, NJ2026-10-13
Parallel Advisors, LLC
2,061$232.8K0.0%IndexLowSan Francisco, CA2026-11-03
Integrity Alliance, Llc.
1,971$222.6K0.0%ETFMediumUrbandale, IA2026-10-29
Overbrook Management Corp
1,963$221.7K0.0%GrowthMediumNew York, NY2026-10-08
Pinion Investment Advisors, LLC
1,889$213.3K0.0%ETFLowWichita, KS2026-11-04
Blue Water Asset Management
1,887$213.1K0.1%ETFLowGrand Rapids, MI2026-11-04
Towerpoint Wealth, LLC
1,868$211.0K0.1%ETFLowSacramento, CA2026-10-13
Elevation Point Wealth Partners, LLC
1,821$205.7K0.0%CoreHighDenver, CO2026-11-05
SAX Wealth Advisors, LLC
1,802$203.5K0.0%ETFVery LowParsippany, NJ2026-10-13
Firethorn Wealth Partners, LLC
1,802$203.5K0.1%ETFLowAugusta, GA2026-10-14
Harbor Investment Advisory, LLC
1,800$203.3K0.0%GrowthLowLutherville, MD2026-10-13
Latitude Advisors, LLC
1,673$188.9K0.1%ETFLowYorkville, IL2026-10-27
Phillips Financial Management, LLC
1,350$152.5K0.0%ETFVery LowFort Wayne, IN2026-10-19
Dorato Capital Management
1,202$135.5K0.1%ValueVery LowDenver, CO2026-10-08
US Bancorp \de\
1,165$131.6K0.0%IndexLowMinneapolis, MN2026-11-05
Root Financial Partners, LLC
1,106$124.9K0.0%ETFMediumEncinitas, CA2026-10-21
Bay Harbor Wealth Management, LLC
1,033$116.7K0.0%ETFMediumHunt Valley, MD2026-11-03
Mosley Wealth Management
935$100.5K0.0%ETFHighAnaheim, CA2026-10-16
Provenance Wealth Advisors, LLC
897$101.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Heritage Family Offices, LLP
803$90.7K0.0%GrowthHighScottsdale, AZ2026-11-02
Cape Investment Advisory, Inc.
709$80.1K0.0%ETFLowMcdonough, GA2026-10-13
Evolution Wealth Management Inc.
708$80.0K0.0%ETFMediumFort Myers, FL2026-10-28
Blue Trust, Inc.
643$72.7K0.0%ETFLowBrentwood, TN2026-10-15
Citigroup Inc
602$68.0K0.0%CoreMediumNew York, NY2026-11-04
Rossby Financial, LCC
549$62.0K0.0%ETFMediumMelbourne, FL2026-11-05
Tsfg, LLC
479$540.0%ETFLowLake Forest, IL2026-10-23
Kingdom Financial Group Llc.
472$53.3K0.0%ETFMediumPeoria, AZ2026-11-04
Gen-Wealth Partners Inc
447$50.5K0.0%CoreLowZeeland, MI2026-11-04
EverSource Wealth Advisors, LLC
258$29.2K0.0%CoreMediumBirmingham, AL2026-11-04
Retirement Wealth Solutions LLC
180$20.3K0.0%ETFLowMarshfield, WI2026-10-07
Planning Strategies Inc.
177$19.9K0.0%ETFN/ALancaster, PA2026-10-02
Mather Group, Llc.
156$17.6K0.0%ETFMediumChicago, IL2026-10-14
Capital Investment Advisory Services, LLC
155$17.5K0.0%CoreMediumRaleigh, NC2026-10-30
Signature Equity Partners, LLC
119$13.4K0.0%GrowthMediumColumbus, OH2026-10-29
Lloyd Advisory Services, Llc.
117$13.3K0.0%ETFVery HighSuwanee, GA2026-11-02
Larson Financial Group LLC
105$11.9K0.0%GrowthLowSt Louis, MO2026-11-05
Portfolio Resources Advisor Group, Inc.
100$11.3K0.0%ETFMediumCoral Gables, FL2026-10-20
Key Capital Management, Inc
74$8.4K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Raleigh Capital Management Inc.
64$7.2K0.0%CoreMediumCary, NC2026-10-28
Transce3nd, LLC
55$5.9K0.0%GrowthLowBuda, TX2026-10-26
Montgomery Financial Services LLC
44$5.0K0.0%ETFN/AOcean City, MD2026-11-03
Allspring Global Investments Holdings, LLC
41$4.7K0.0%CoreMediumCharlotte, NC2026-11-04
NBT Bank, N.A.
35$4.0K0.0%CoreLowNorwich, NY2026-10-21
First Bancorp, Inc
34$3.8K0.0%ValueVery LowDamariscotta, ME2026-10-26
Quest 10 Wealth Builders, Inc.
28$3.2K0.0%ETFLowFuquay-Varina, VA2026-11-02
Spire Wealth Management
23$2.6K0.0%GrowthMediumMclean, VA2026-10-30
Ashton Thomas Securities, LLC
17$1.9K0.0%ETFMediumRochester, NY2026-10-26
Compass Financial Management LLC
15$1.7K0.0%CoreN/ATampa, FL2026-10-30
Lanark Financial, Inc.
10$1.1K0.0%CoreMediumBirmingham, AL2026-10-26
Brown, Lisle Ings, Inc.
5$5650.0%CoreVery LowProvidence, RI2026-10-16
Gilpin Wealth Management, LLC
4$4520.0%GrowthLowDenver, CO2026-10-09
Advocate Investing Services LLC
2$2260.0%ETFLowWoodbine, MD2026-10-26
Dhjj Financial Advisors, Ltd.
1$1130.0%ETFVery LowNaperville, IL2026-10-23
UMB Private Wealth Management, LLC
1$1130.0%GrowthN/AKansas City, MO2026-10-19
Asset Dedication, LLC
0$80.0%ETFLowSan Francisco, CA2026-11-03