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Ishares ESG Aware USD Corpor (SUSC)

CUSIP: 46435G193 | NYSE | 611 institutional holders

Quarters

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

Creative Planning1,614,849
0.0% of portfolio›$35.4M
IMPACTfolio, LLC656,622
5.3% of portfolio›$14.4M
Park Avenue Securities LLC595,331
0.0% of portfolio›$13.1K
Assetmark, Inc364,820
0.0% of portfolio›$8.0M
Stanich Group LLC316,458
3.4% of portfolio›$6.9M
Invera Wealth Advisors, LLC288,812
3.3% of portfolio›$6.3M
Cambridge Investment Research Advisors, Inc.250,790
0.0% of portfolio›$5.5K
Perigon Wealth Management, LLC248,124
0.1% of portfolio›$5.4M
Commonwealth Equity Services, LLC221,908
0.0% of portfolio›$4.9M
Colorado Capital Management, Inc.209,926
0.0% of portfolio›$4.6K
Vise Technologies, Inc.204,567
0.0% of portfolio›$4.5M
Wealth Enhancement Advisory Services, LLC165,658
0.0% of portfolio›$3.6M
Wesbanco Bank Inc162,819
0.1% of portfolio›$3.6M
Horst & Graben Wealth Management LLC144,972
0.4% of portfolio›$3.2M
Facet Wealth, Inc.136,539
0.0% of portfolio›$3.0M
Sharkey, Howes & Javer129,613
0.3% of portfolio›$2.8M
Farther Finance Advisors, LLC121,753
0.0% of portfolio›$2.7M
Brookstone Capital Management117,807
0.0% of portfolio›$2.6M
Schmidt P J Investment Management Inc106,443
0.4% of portfolio›$2.3M
Archer Investment Management, LLC103,988
0.7% of portfolio›$2.3M
Kestra Advisory Services, LLC84,155
0.0% of portfolio›$1.8M
Birchbrook, Inc.75,740
0.8% of portfolio›$1.7M
SigFig Wealth Management, LLC73,033
0.0% of portfolio›$1.6M
Concurrent Investment Advisors, LLC71,150
0.0% of portfolio›$1.6M
Vision Capital Management, Inc.66,721
0.2% of portfolio›$1.5M
Affinity Capital Advisors, LLC63,693
0.2% of portfolio›$1.4M
Skyline Advisors, Inc.63,692
0.4% of portfolio›$1.4M
Midwest Financial Partners Investments, Inc.63,479
0.5% of portfolio›$1.4M
Jnba Financial Advisors61,778
0.1% of portfolio›$1.4M
RCS Financial Planning, LLC61,284
0.7% of portfolio›$1.3M
Private Wealth Management Group, LLC60,315
0.3% of portfolio›$1.3M
Diversify Wealth Management, LLC55,777
0.0% of portfolio›$1.2M
Diversify Advisory Services, LLC55,777
0.0% of portfolio›$1.2M
Rossby Financial, LCC55,732
0.2% of portfolio›$1.2M
OpenArc Corporate Advisory, LLC55,377
0.0% of portfolio›$1.2M
Trilogy Capital Inc.51,887
0.0% of portfolio›$1.1M
MGO One Seven LLC50,978
0.0% of portfolio›$1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management49,979
0.0% of portfolio›$1.1M
RFG Advisory, LLC47,725
0.0% of portfolio›$1.0M
Truist Financial Corp47,490
0.0% of portfolio›$1.0M
Kestra Private Wealth Services, LLC46,273
0.0% of portfolio›$1.0M
White Lighthouse Investment Management Inc.43,233
0.1% of portfolio›$948.7K
Willow Creek Wealth Management Inc.43,073
0.1% of portfolio›$945.2K
EverSource Wealth Advisors, LLC41,241
0.0% of portfolio›$905.0K
GC Wealth Management RIA, LLC40,165
0.0% of portfolio›$881.4K
Hoxton Planning & Management, LLC36,719
0.2% of portfolio›$805.8K
MLG Wealth Management DBA Pine Grove Financial Group36,560
0.1% of portfolio›$802.3K
Navigation Group, LLC36,543
0.2% of portfolio›$801.9K
Schneider Downs Wealth Management Advisors, LP36,406
0.1% of portfolio›$798.9K
Payden & Rygel35,557
0.0% of portfolio›$780
Neumann Capital Management, LLC30,950
0.2% of portfolio›$679.2K
Traveka Wealth, LLC30,662
0.2% of portfolio›$672.9K
Lifelong Wealth Advisors, Inc.29,655
0.2% of portfolio›$650.8K
Evergreen Private Wealth LLC28,572
0.2% of portfolio›$627.0K
Focus Financial Network, Inc.28,218
0.0% of portfolio›$619.2K
Kelsey Financial, LLC28,167
0.5% of portfolio›$618.1K
Asempa Wealth Advisors24,804
0.4% of portfolio›$543.7K
Tempus Wealth Planning, LLC24,237
0.1% of portfolio›$531.9K
Gradient Investments LLC23,644
0.0% of portfolio›$518.9K
LexAurum Advisors, LLC23,479
0.1% of portfolio›$515.2K
American Financial & TAX Strategies Inc23,471
0.2% of portfolio›$515.1K
Beacon Financial Group23,311
0.0% of portfolio›$511.6K
Wells Financial Advisors Inc23,045
4.7% of portfolio›$505.7K
Peak Financial Management, Inc.22,145
0.1% of portfolio›$486.0K
Sofi Wealth, LLC21,792
0.0% of portfolio›$478.2K
Aprio Wealth Management, LLC20,941
0.0% of portfolio›$459.5K
Cornerstone Planning Group LLC20,762
0.1% of portfolio›$456.4K
Oregon Pacific Wealth Management, LLC20,326
0.4% of portfolio›$446.1K
One Wealth Capital Management, LLC20,015
0.2% of portfolio›$439.2K
CX Institutional19,940
0.0% of portfolio›$438
JB Capital LLC19,628
0.0% of portfolio›$430.7K
Higgins & Schmidt Wealth Strategies LLC19,263
0.2% of portfolio›$422.7K
Ascent Group, LLC18,714
0.0% of portfolio›$410.7K
Choreo, LLC18,549
0.0% of portfolio›$407.1K
True Link Financial Advisors, LLC18,534
0.0% of portfolio›$406.7K
Golden State Wealth Management, LLC18,445
0.0% of portfolio›$404.8K
Absolute Capital Management, LLC17,793
0.1% of portfolio›$390.5K
Occidental Asset Management, LLC17,245
0.0% of portfolio›$378.4K
MBE Wealth Management, LLC16,521
0.1% of portfolio›$362.6K
Portfolio Resources Advisor Group, Inc.16,391
0.3% of portfolio›$359.7K
XY Planning Network, Inc.15,680
0.0% of portfolio›$344.1K
Five Pine Wealth Management15,578
0.2% of portfolio›$341.9K
Maia Wealth LLC15,402
0.0% of portfolio›$338.0K
Sagespring Wealth Partners, LLC14,783
0.0% of portfolio›$324.4K
TME Financial, Inc.14,237
0.2% of portfolio›$312.4K
Braun-Bostich & Associates Inc.14,196
0.2% of portfolio›$311.5K
Shore Point Advisors, LLC13,791
0.1% of portfolio›$302.7K
Capital Investment Advisory Services, LLC13,703
0.0% of portfolio›$300.7K
Capital Asset Advisory Services LLC13,571
0.0% of portfolio›$303.2K
Atria Investments, Inc13,298
0.0% of portfolio›$291.8K
SAX Wealth Advisors, LLC12,824
0.0% of portfolio›$281.4K
Williams Financial, LLC12,457
0.1% of portfolio›$273.4K
Halbert Hargrove Global Advisors, LLC12,102
0.0% of portfolio›$265.6K
Nottingham Advisors, Inc.11,162
0.0% of portfolio›$244.7K
Klaas Financial Asset Advisors, LLC10,943
0.0% of portfolio›$240.1K
Finley Financial, LLC10,850
0.1% of portfolio›$237.8K
Buttonwood Financial Group, LLC10,756
0.1% of portfolio›$235.9K
Chicago Partners Investment Group LLC10,706
0.0% of portfolio›$238.4K
Morton Brown Family Wealth, LLC10,704
0.1% of portfolio›$234.9K
Elevatus Welath Management10,671
0.1% of portfolio›$234.2K
Midwest Capital Advisors, LLC10,667
0.1% of portfolio›$234.1K
Guardian Financial Partners, LLC10,397
0.1% of portfolio›$228.2K
PFG Advisors10,365
0.0% of portfolio›$227.5K
Rockport Wealth LLC10,331
0.0% of portfolio›$226.7K
Soltis Investment Advisors LLC10,301
0.0% of portfolio›$226.1K
CFS Investment Advisory Services, LLC10,226
0.0% of portfolio›$224.3K
Apollon Wealth Management, LLC10,095
0.0% of portfolio›$221.5K
Integrity Alliance, Llc.9,666
0.0% of portfolio›$212.1K
Goldstein Advisors, LLC9,622
0.0% of portfolio›$211.2K
WBH Advisory Inc9,513
0.0% of portfolio›$208.8K
Two West Capital Advisors LLC9,414
0.1% of portfolio›$206.9K
Wedbush Securities Inc9,356
0.0% of portfolio›$205
Uptick Partners, LLC9,254
0.0% of portfolio›$203.1K
JFS Wealth Advisors, LLC8,622
0.0% of portfolio›$189.2K
Citigroup Inc8,209
0.0% of portfolio›$180.1K
Larson Financial Group LLC6,970
0.0% of portfolio›$153.0K
Acropolis Investment Management, LLC6,545
0.0% of portfolio›$143.6K
Fairway Wealth LLC6,444
0.0% of portfolio›$141.4K
Ashton Thomas Private Wealth, LLC5,920
0.0% of portfolio›$129.9K
Gen-Wealth Partners Inc4,609
0.0% of portfolio›$101.1K
American Capital Advisory, LLC3,489
0.0% of portfolio›$76.6K
Balance Wealth Partners LLC3,370
0.0% of portfolio›$73.9K
Evolution Wealth Management Inc.2,939
0.0% of portfolio›$64.5K
Parallel Advisors, LLC2,655
0.0% of portfolio›$58.3K
Marshall & Sterling Wealth Advisors Inc.2,617
0.0% of portfolio›$57.4K
Birch Financial Group, LLC2,542
0.0% of portfolio›$55.8K
First Bancorp, Inc2,374
0.0% of portfolio›$52.1K
Creative Financial Designs Inc2,046
0.0% of portfolio›$44.9K
CoreCap Advisors, LLC1,804
0.0% of portfolio›$39.6K
IFP Advisors, Inc1,746
0.0% of portfolio›$38.3K
Buck Wealth Strategies, LLC1,716
0.0% of portfolio›$37.7K
Mather Group, Llc.1,485
0.0% of portfolio›$32.6K
West Branch Capital LLC1,039
0.0% of portfolio›$22.8K
North Star Investment Management Corp.1,036
0.0% of portfolio›$22.7K
Physician Wealth Advisors, Inc.874
0.0% of portfolio›$19.2K
Eastern Bank818
0.0% of portfolio›$18.0K
DT Investment Partners, LLC686
0.0% of portfolio›$15.1K
MJT & Associates Financial Advisory Group, Inc.642
0.0% of portfolio›$14.1K
Bangor Savings Bank383
0.0% of portfolio›$8.4K
Latitude Advisors, LLC206
0.0% of portfolio›$4.5K
Blueline Advisors LLC182
0.0% of portfolio›$4.0K
Key Capital Management, Inc161
0.0% of portfolio›$3.5K
Lodestone Wealth Management LLC88
0.0% of portfolio›$1.9K
Barrett & Company, Inc.58
0.0% of portfolio›$1.3K
Triumph Capital Management56
0.0% of portfolio›$1.2K
Silver Grove Financial Group, Inc.7
0.0% of portfolio›$157
StyleTurnoverLocationFiled
Creative Planning
1,614,849$35.4M0.0%IndexVery LowOverland Park, KS2026-11-02
IMPACTfolio, LLC
656,622$14.4M5.3%ETFVery LowDenver, CO2026-10-28
Park Avenue Securities LLC
595,331$13.1K0.0%ETFMediumNew York, NY2026-10-26
Assetmark, Inc
364,820$8.0M0.0%ETFLowConcord, CA2026-10-21
Stanich Group LLC
316,458$6.9M3.4%ETFVery LowMontauk, NY2026-10-16
Invera Wealth Advisors, LLC
288,812$6.3M3.3%GrowthMediumBend, OR2026-10-28
Cambridge Investment Research Advisors, Inc.
250,790$5.5K0.0%ETFLowFairfield, IA2026-11-02
Perigon Wealth Management, LLC
248,124$5.4M0.1%GrowthLowSan Francisco, CA2026-10-22
Commonwealth Equity Services, LLC
221,908$4.9M0.0%ETFLowWaltham, MA2026-11-02
Colorado Capital Management, Inc.
209,926$4.6K0.0%ETFVery LowBoulder, CO2026-10-15
Vise Technologies, Inc.
204,567$4.5M0.0%IndexLowNew York, NY2026-10-29
Wealth Enhancement Advisory Services, LLC
165,658$3.6M0.0%CoreLowPlymouth, MN2026-10-13
Wesbanco Bank Inc
162,819$3.6M0.1%CoreLowWheeling, WV2026-11-04
Horst & Graben Wealth Management LLC
144,972$3.2M0.4%ETFMediumPortland, OR2026-11-02
Facet Wealth, Inc.
136,539$3.0M0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Sharkey, Howes & Javer
129,613$2.8M0.3%ETFMediumDenver, CO2026-10-22
Farther Finance Advisors, LLC
121,753$2.7M0.0%IndexLowSan Francisco, CA2026-10-08
Brookstone Capital Management
117,807$2.6M0.0%ETFMediumWheaton, IL2026-10-22
Schmidt P J Investment Management Inc
106,443$2.3M0.4%GrowthVery LowCedarburg, WI2026-11-02
Archer Investment Management, LLC
103,988$2.3M0.7%ETFHighAustin, TX2026-10-13
Kestra Advisory Services, LLC
84,155$1.8M0.0%CoreLowAustin, TX2026-11-02
Birchbrook, Inc.
75,740$1.7M0.8%ETFLowBangor, ME2026-10-14
SigFig Wealth Management, LLC
73,033$1.6M0.0%ETFLowSan Francisco, CA2026-10-07
Concurrent Investment Advisors, LLC
71,150$1.6M0.0%GrowthMediumTampa, FL2026-10-16
Vision Capital Management, Inc.
66,721$1.5M0.2%CoreVery LowPortland, OR2026-10-20
Affinity Capital Advisors, LLC
63,693$1.4M0.2%ETFLowBerkeley, CA2026-10-13
Skyline Advisors, Inc.
63,692$1.4M0.4%ETFMediumBellingham, WA2026-11-03
Midwest Financial Partners Investments, Inc.
63,479$1.4M0.5%ETFVery LowSt. Cloud, MN2026-10-08
Jnba Financial Advisors
61,778$1.4M0.1%ETFMediumBloomington, MN2026-11-03
RCS Financial Planning, LLC
61,284$1.3M0.7%ETFMediumAnnapolis, MD2026-10-14
Private Wealth Management Group, LLC
60,315$1.3M0.3%ETFLowPrinceton, NJ2026-10-19
Diversify Wealth Management, LLC
55,777$1.2M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
55,777$1.2M0.0%GrowthLowSandy, UT2026-10-20
Rossby Financial, LCC
55,732$1.2M0.2%ETFMediumMelbourne, FL2026-11-05
OpenArc Corporate Advisory, LLC
55,377$1.2M0.0%GrowthLowAtlanta, GA2026-10-21
Trilogy Capital Inc.
51,887$1.1M0.0%ETFMediumIrvine, CA2026-10-20
MGO One Seven LLC
50,978$1.1M0.0%GrowthLowBeachwood, OH2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
49,979$1.1M0.0%GrowthVery LowSeattle, WA2026-10-27
RFG Advisory, LLC
47,725$1.0M0.0%ETFMediumBirmingham, AL2026-11-03
Truist Financial Corp
47,490$1.0M0.0%CoreLowCharlotte, NC2026-10-30
Kestra Private Wealth Services, LLC
46,273$1.0M0.0%GrowthLowAustin, TX2026-10-30
White Lighthouse Investment Management Inc.
43,233$948.7K0.1%ETFVery LowBedford, MA2026-10-21
Willow Creek Wealth Management Inc.
43,073$945.2K0.1%ETFVery LowSebastopol, CA2026-10-26
EverSource Wealth Advisors, LLC
41,241$905.0K0.0%CoreMediumBirmingham, AL2026-11-04
GC Wealth Management RIA, LLC
40,165$881.4K0.0%GrowthMediumCambridge, MA2026-11-02
Hoxton Planning & Management, LLC
36,719$805.8K0.2%ETFLowShepherdstown, WV2026-10-15
MLG Wealth Management DBA Pine Grove Financial Group
36,560$802.3K0.1%ETFMediumWoodbury, MN2026-10-13
Navigation Group, LLC
36,543$801.9K0.2%ETFVery LowRedwood City, CA2026-10-28
Schneider Downs Wealth Management Advisors, LP
36,406$798.9K0.1%ETFVery LowPittsburgh, PA2026-10-27
Payden & Rygel
35,557$7800.0%GARPMediumLos Angeles, CA2026-10-28
Neumann Capital Management, LLC
30,950$679.2K0.2%GrowthVery LowFoster City, CA2026-10-15
Traveka Wealth, LLC
30,662$672.9K0.2%ETFLowLos Altos, CA2026-10-19
Lifelong Wealth Advisors, Inc.
29,655$650.8K0.2%ETFLowArden Hills, MN2026-10-19
Evergreen Private Wealth LLC
28,572$627.0K0.2%CoreLowGreenwood Village, CO2026-10-30
Focus Financial Network, Inc.
28,218$619.2K0.0%ETFLowMinneapolis, MN2026-10-14
Kelsey Financial, LLC
28,167$618.1K0.5%ETFLowMoorpark, CA2026-10-28
Asempa Wealth Advisors
24,804$543.7K0.4%ETFLowBaton Rouge, LA2026-10-07
Tempus Wealth Planning, LLC
24,237$531.9K0.1%ETFMediumIrvine, CA2026-10-14
Gradient Investments LLC
23,644$518.9K0.0%CoreMediumArden Hills, MN2026-10-08
LexAurum Advisors, LLC
23,479$515.2K0.1%ETFLowOverland Park, KS2026-10-19
American Financial & TAX Strategies Inc
23,471$515.1K0.2%ETFVery LowNew York, NY2026-10-16
Beacon Financial Group
23,311$511.6K0.0%ETFMediumDallas, TX2026-10-19
Wells Financial Advisors Inc
23,045$505.7K4.7%ETFVery LowFramingham, MA2026-11-02
Peak Financial Management, Inc.
22,145$486.0K0.1%ETFVery LowWellesley, MA2026-10-16
Sofi Wealth, LLC
21,792$478.2K0.0%ETFVery LowSan Francisco, CA2026-10-27
Aprio Wealth Management, LLC
20,941$459.5K0.0%ETFMediumAtlanta, GA2026-10-28
Cornerstone Planning Group LLC
20,762$456.4K0.1%ETFMediumFairfield, NJ2026-10-16
Oregon Pacific Wealth Management, LLC
20,326$446.1K0.4%ETFMediumMedford, OR2026-10-20
One Wealth Capital Management, LLC
20,015$439.2K0.2%GrowthMediumScottsdale, AZ2026-10-23
CX Institutional
19,940$4380.0%CoreMediumAuburn, IN2026-10-02
JB Capital LLC
19,628$430.7K0.0%ETFMediumWethersfield, CT2026-10-19
Higgins & Schmidt Wealth Strategies LLC
19,263$422.7K0.2%ETFLowDenver, CO2026-10-26
Ascent Group, LLC
18,714$410.7K0.0%CoreLowVirginia Beach, VA2026-10-30
Choreo, LLC
18,549$407.1K0.0%IndexLowRockford, IL2026-10-28
True Link Financial Advisors, LLC
18,534$406.7K0.0%ETFLowSan Francisco, CA2026-10-27
Golden State Wealth Management, LLC
18,445$404.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Absolute Capital Management, LLC
17,793$390.5K0.1%ETFMediumPittsburgh, PA2026-10-16
Occidental Asset Management, LLC
17,245$378.4K0.0%GrowthLowBurlingame, CA2026-11-05
MBE Wealth Management, LLC
16,521$362.6K0.1%ETFVery LowTomah, WI2026-10-26
Portfolio Resources Advisor Group, Inc.
16,391$359.7K0.3%ETFMediumCoral Gables, FL2026-10-20
XY Planning Network, Inc.
15,680$344.1K0.0%ETFLowBozeman, MT2026-10-14
Five Pine Wealth Management
15,578$341.9K0.2%ETFVery LowCoeur D Alene, ID2026-10-20
Maia Wealth LLC
15,402$338.0K0.0%ETFMediumDenver, CO2026-10-19
Sagespring Wealth Partners, LLC
14,783$324.4K0.0%ETFLowFranklin, TN2026-10-22
TME Financial, Inc.
14,237$312.4K0.2%ETFMediumHuntington Beach, CA2026-10-14
Braun-Bostich & Associates Inc.
14,196$311.5K0.2%ETFMediumCanonsburg, PA2026-10-20
Shore Point Advisors, LLC
13,791$302.7K0.1%ETFLowBrielle, NJ2026-10-14
Capital Investment Advisory Services, LLC
13,703$300.7K0.0%CoreMediumRaleigh, NC2026-10-30
Capital Asset Advisory Services LLC
13,571$303.2K0.0%ETFLowWilliamston, MI2026-10-30
Atria Investments, Inc
13,298$291.8K0.0%CoreMediumCharlotte, NC2026-10-15
SAX Wealth Advisors, LLC
12,824$281.4K0.0%ETFVery LowParsippany, NJ2026-10-13
Williams Financial, LLC
12,457$273.4K0.1%ETFMediumNorth Bennington, VT2026-10-19
Halbert Hargrove Global Advisors, LLC
12,102$265.6K0.0%ETFLowLong Beach, CA2026-10-16
Nottingham Advisors, Inc.
11,162$244.7K0.0%ETFLowAmherst, NY2026-10-29
Klaas Financial Asset Advisors, LLC
10,943$240.1K0.0%ETFVery LowLoves Park, IL2026-10-19
Finley Financial, LLC
10,850$237.8K0.1%ETFVery LowLas Vegas, NV2026-10-28
Buttonwood Financial Group, LLC
10,756$235.9K0.1%ETFMediumKansas City, MO2026-10-16
Chicago Partners Investment Group LLC
10,706$238.4K0.0%GARPLowChicago, IL2026-10-27
Morton Brown Family Wealth, LLC
10,704$234.9K0.1%ETFVery LowAllentown, PA2026-10-23
Elevatus Welath Management
10,671$234.2K0.1%GrowthHighVictor, NY2026-10-19
Midwest Capital Advisors, LLC
10,667$234.1K0.1%ETFHighGrand Rapids, MI2026-11-04
Guardian Financial Partners, LLC
10,397$228.2K0.1%ETFLowOrange, CA2026-11-04
PFG Advisors
10,365$227.5K0.0%ETFMediumPhoenix, AZ2026-10-16
Rockport Wealth LLC
10,331$226.7K0.0%ETFMediumFairview Park, OH2026-11-03
Soltis Investment Advisors LLC
10,301$226.1K0.0%CoreMediumSt. George, UT2026-10-28
CFS Investment Advisory Services, LLC
10,226$224.3K0.0%ETFMediumTotowa, NJ2026-10-19
Apollon Wealth Management, LLC
10,095$221.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
Integrity Alliance, Llc.
9,666$212.1K0.0%ETFMediumUrbandale, IA2026-10-29
Goldstein Advisors, LLC
9,622$211.2K0.0%ETFMediumMadison, WI2026-10-15
WBH Advisory Inc
9,513$208.8K0.0%ETFLowBaltimore, MD2026-11-05
Two West Capital Advisors LLC
9,414$206.9K0.1%ETFLowOverland Park, KS2026-10-15
Wedbush Securities Inc
9,356$2050.0%CoreLowPasadena, CA2026-10-22
Uptick Partners, LLC
9,254$203.1K0.0%ETFLowNacogdoches, TX2026-11-04
JFS Wealth Advisors, LLC
8,622$189.2K0.0%ETFVery LowHermitage, PA2026-11-03
Citigroup Inc
8,209$180.1K0.0%CoreMediumNew York, NY2026-11-04
Larson Financial Group LLC
6,970$153.0K0.0%GrowthLowSt Louis, MO2026-11-05
Acropolis Investment Management, LLC
6,545$143.6K0.0%ETFLowSt. Louis, MO2026-10-08
Fairway Wealth LLC
6,444$141.4K0.0%ETFLowIndependence, OH2026-10-30
Ashton Thomas Private Wealth, LLC
5,920$129.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Gen-Wealth Partners Inc
4,609$101.1K0.0%CoreLowZeeland, MI2026-11-04
American Capital Advisory, LLC
3,489$76.6K0.0%ETFLowKetchum, ID2026-10-28
Balance Wealth Partners LLC
3,370$73.9K0.0%ETFMediumWorthington, OH2026-10-27
Evolution Wealth Management Inc.
2,939$64.5K0.0%ETFMediumFort Myers, FL2026-10-28
Parallel Advisors, LLC
2,655$58.3K0.0%IndexLowSan Francisco, CA2026-11-03
Marshall & Sterling Wealth Advisors Inc.
2,617$57.4K0.0%ETFMediumPoughkeepsie, NY2026-10-28
Birch Financial Group, LLC
2,542$55.8K0.0%CoreLowKeene, NH2026-10-27
First Bancorp, Inc
2,374$52.1K0.0%ValueVery LowDamariscotta, ME2026-10-26
Creative Financial Designs Inc
2,046$44.9K0.0%ETFMediumKokomo, IN2026-11-04
CoreCap Advisors, LLC
1,804$39.6K0.0%ETFMediumSouthfield, MI2026-10-08
IFP Advisors, Inc
1,746$38.3K0.0%GrowthLowTampa, FL2026-10-16
Buck Wealth Strategies, LLC
1,716$37.7K0.0%ValueMediumDenver, CO2026-10-28
Mather Group, Llc.
1,485$32.6K0.0%ETFMediumChicago, IL2026-10-14
West Branch Capital LLC
1,039$22.8K0.0%GrowthVery LowAmherst, MA2026-10-20
North Star Investment Management Corp.
1,036$22.7K0.0%CoreLowChicago, IL2026-10-27
Physician Wealth Advisors, Inc.
874$19.2K0.0%ETFMediumMidvale, UT2026-10-20
Eastern Bank
818$18.0K0.0%GrowthMediumBoston, MA2026-10-05
DT Investment Partners, LLC
686$15.1K0.0%ETFVery LowChadds Ford, PA2026-10-27
MJT & Associates Financial Advisory Group, Inc.
642$14.1K0.0%ETFLowMontevideo, MN2026-10-07
Bangor Savings Bank
383$8.4K0.0%ETFLowBangor, ME2026-10-06
Latitude Advisors, LLC
206$4.5K0.0%ETFLowYorkville, IL2026-10-27
Blueline Advisors LLC
182$4.0K0.0%ETFLowExeter, NH2026-10-15
Key Capital Management, Inc
161$3.5K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Lodestone Wealth Management LLC
88$1.9K0.0%CoreLowSpokane, WA2026-10-14
Barrett & Company, Inc.
58$1.3K0.0%ETFLowProvidence, RI2026-10-22
Triumph Capital Management
56$1.2K0.0%ETFMediumDenver, CO2026-10-14
Silver Grove Financial Group, Inc.
7$1570.0%CoreMediumOrchard Park, NY2026-11-05