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Ishares Trust Ishares ESG AW (ESGD)

CUSIP: 46435G516 | NYSE | 1344 institutional holders

Quarters

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

US Bancorp \de\1,238,579
0.1% of portfolio›$127.6M
Commonwealth Equity Services, LLC874,031
0.1% of portfolio›$90.1M
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje775,300
15.4% of portfolio›$79.9M
Creative Planning609,730
0.0% of portfolio›$62.8M
Fifth Third Bancorp598,515
0.1% of portfolio›$61.7M
IMPACTfolio, LLC449,201
16.9% of portfolio›$46.3M
Mission Wealth Management, LP445,462
0.7% of portfolio›$45.9M
Bond & Devick Financial Network, Inc.356,811
8.9% of portfolio›$36.8M
D.A. Davidson & Co.347,489
0.2% of portfolio›$35.8M
High Note Wealth, LLC309,558
5.2% of portfolio›$31.9M
Thrivent Financial for Lutherans307,629
0.1% of portfolio›$31.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management288,703
0.4% of portfolio›$29.8M
Eastern Bank276,229
0.4% of portfolio›$28.5M
Wealth Enhancement Advisory Services, LLC266,189
0.0% of portfolio›$26.8M
Mather Group, Llc.251,884
0.2% of portfolio›$26.0M
Keybank National Association248,937
0.1% of portfolio›$25.7M
Stanich Group LLC235,615
11.7% of portfolio›$24.3M
Bank of New York Mellon Corp232,734
0.0% of portfolio›$24.0M
Howland Capital Management LLC206,574
0.7% of portfolio›$21.3M
Windsor Capital Management, LLC188,912
5.0% of portfolio›$19.5M
FinArc Investments, Inc.187,800
17.2% of portfolio›$19.4M
Cambridge Investment Research Advisors, Inc.184,013
0.0% of portfolio›$19.0K
Modera Wealth Management, LLC144,579
0.2% of portfolio›$14.9M
Shira Ridge Wealth Management137,458
4.9% of portfolio›$14.2M
Wealth Architects, LLC132,508
1.1% of portfolio›$13.7M
Fund Evaluation Group, LLC127,812
0.3% of portfolio›$13.2M
Roof Eidam Maycock Peralta, LLC112,308
2.2% of portfolio›$11.6M
Truist Financial Corp108,401
0.0% of portfolio›$11.2M
Mirae Asset Global Investments Co., Ltd.103,570
0.0% of portfolio›$10.7M
Park Avenue Securities LLC100,962
0.0% of portfolio›$10.4K
HB Wealth Management, LLC100,571
0.1% of portfolio›$10.4M
Blue Sky Capital Consultants Group, Inc.98,885
4.3% of portfolio›$10.2M
Farther Finance Advisors, LLC93,627
0.1% of portfolio›$9.6M
Robertson Stephens Wealth Management, LLC92,315
0.2% of portfolio›$9.5M
Orgel Wealth Management, LLC91,407
0.2% of portfolio›$9.4M
Mascoma Wealth Management LLC90,493
1.7% of portfolio›$9.3M
Laurel Wealth Planning LLC89,059
4.0% of portfolio›$9.2M
Apella Capital, LLC81,599
0.1% of portfolio›$8.3M
Jnba Financial Advisors76,516
0.6% of portfolio›$7.9M
Principal Financial Group Inc73,323
0.0% of portfolio›$7.6M
Xena Financial Planning, LLC71,373
7.0% of portfolio›$7.4M
Kestra Advisory Services, LLC70,323
0.0% of portfolio›$7.2M
Relyea Zuckerberg Hanson LLC69,642
0.6% of portfolio›$7.2M
Facet Wealth, Inc.69,180
0.1% of portfolio›$7.1M
Accredited Investors Inc.61,557
0.3% of portfolio›$6.3M
Oppenheimer Asset Management Inc.59,121
0.1% of portfolio›$6.1M
Cliftonlarsonallen Wealth Advisors, LLC57,298
0.1% of portfolio›$5.9M
RVW Wealth, LLC56,799
0.4% of portfolio›$5.9M
Citizens Financial Group Inc55,208
0.1% of portfolio›$5.7M
Impact Investors, Inc54,868
9.4% of portfolio›$5.7M
Garde Capital, Inc.50,419
0.3% of portfolio›$5.2M
eCIO, Inc.43,875
1.6% of portfolio›$4.5M
Midwest Financial Partners Investments, Inc.41,990
1.7% of portfolio›$4.3M
Pine Haven Investment Counsel, Inc41,597
2.8% of portfolio›$4.3M
Ethic Inc.41,242
0.0% of portfolio›$4.2M
SBE LLC DBA Cedar Cove Wealth Partners40,616
2.0% of portfolio›$4.2M
Affiance Financial, LLC40,295
0.6% of portfolio›$4.2M
True Blue Financial, LLC40,099
1.5% of portfolio›$4.1M
Axxcess Wealth Management, LLC39,397
0.2% of portfolio›$4.1M
Integris Wealth Management, LLC38,317
0.8% of portfolio›$3.9M
Canandaigua National Bank & Trust Co37,500
0.3% of portfolio›$3.9M
Sincerus Advisory, LLC37,126
2.5% of portfolio›$3.8M
Midwest Trust Co37,099
0.0% of portfolio›$3.8M
Nottingham Advisors, Inc.36,854
0.5% of portfolio›$3.8M
Bailard, Inc.36,343
0.1% of portfolio›$3.7M
Vision Capital Management, Inc.34,785
0.4% of portfolio›$3.6M
GC Wealth Management RIA, LLC33,756
0.2% of portfolio›$3.5M
Wealth Advisory Team LLC33,325
2.8% of portfolio›$3.4M
Klaas Financial Asset Advisors, LLC33,066
0.4% of portfolio›$3.4M
Neumann Capital Management, LLC32,976
0.9% of portfolio›$3.4M
Wesbanco Bank Inc31,801
0.1% of portfolio›$3.3M
Montis Financial, LLC30,974
0.7% of portfolio›$3.2M
Brookstone Capital Management30,873
0.0% of portfolio›$3.2M
Ulrich Consultants & Investment Group, LLC30,419
3.1% of portfolio›$3.1M
Plancorp, LLC30,159
0.1% of portfolio›$3.1M
McKinley Carter Wealth Services, Inc.29,383
0.2% of portfolio›$3.0M
Compound Planning, Inc.28,938
0.1% of portfolio›$3.0M
Ferguson Wellman Capital Management, Inc27,867
0.0% of portfolio›$2.9M
RTD Financial Advisors, Inc.27,789
0.3% of portfolio›$2.9M
Brooklyn FI, LLC27,709
0.4% of portfolio›$2.9M
Baron Financial Group, LLC27,600
1.4% of portfolio›$2.8M
Torren Management, LLC26,778
1.4% of portfolio›$2.8M
Grimes & Co Wealth Management, LLC26,757
0.1% of portfolio›$2.8M
Pioneer Wealth Management Group26,567
0.6% of portfolio›$2.7M
Brandywine OAK Private Wealth LLC26,516
0.2% of portfolio›$2.7M
Choreo, LLC25,983
0.0% of portfolio›$2.7M
Halbert Hargrove Global Advisors, LLC25,625
0.1% of portfolio›$2.6M
Wingate Wealth Advisors, Inc.25,375
1.1% of portfolio›$2.6M
TriaGen Wealth Management LLC24,458
0.6% of portfolio›$2.5M
Citigroup Inc23,921
0.0% of portfolio›$2.5M
Vicus Capital23,840
0.2% of portfolio›$2.5M
Cranbrook Wealth Management, LLC23,788
0.5% of portfolio›$2.5M
Aureum Wealth Management, LLC23,207
1.5% of portfolio›$2.4M
BigSur Wealth Management LLC23,000
0.6% of portfolio›$2.4M
A&I Financial Services, LLC21,858
1.0% of portfolio›$2.3M
Olio Financial Planning21,773
0.6% of portfolio›$2.2M
Penobscot Wealth Management20,815
0.6% of portfolio›$2.1M
Birchwood Financial Partners, Inc.20,756
1.6% of portfolio›$2.1M
Values Added Financial LLC20,396
0.7% of portfolio›$2.1M
Chicago Partners Investment Group LLC20,091
0.0% of portfolio›$2.0M
Assetmark, Inc20,025
0.0% of portfolio›$2.1M
First Financial Bank - Trust Division20,018
0.1% of portfolio›$2.1M
Ryan Investment Management, Inc.19,759
0.9% of portfolio›$2.0M
Birchbrook, Inc.19,556
1.0% of portfolio›$2.0M
Elevation Wealth Partners, LLC19,296
0.6% of portfolio›$2.0M
Vise Technologies, Inc.18,990
0.0% of portfolio›$2.0M
Archer Investment Management, LLC18,702
0.6% of portfolio›$1.9M
Trilogy Capital Inc.18,336
0.1% of portfolio›$1.9M
White Lighthouse Investment Management Inc.18,216
0.2% of portfolio›$1.9M
rebel Financial LLC17,972
0.8% of portfolio›$1.9M
Madrid Wealth Management, LLC17,902
1.2% of portfolio›$1.8M
Parallel Advisors, LLC17,699
0.0% of portfolio›$1.8M
Acropolis Investment Management, LLC17,576
0.1% of portfolio›$1.8M
RHS Financial, LLC17,505
0.6% of portfolio›$1.8M
CGN Advisors LLC16,497
0.1% of portfolio›$1.7M
Ashton Thomas Private Wealth, LLC16,484
0.0% of portfolio›$1.7M
Weil Company, Inc.16,373
0.3% of portfolio›$1.7M
Williams & Novak Wealth Management, LLC15,920
1.0% of portfolio›$1.6M
Caliber Wealth Management, LLC / KS15,394
0.2% of portfolio›$1.6M
Sage Advisory Services, Ltd.Co.15,256
0.8% of portfolio›$1.6M
Richard P Slaughter Associates Inc15,166
0.3% of portfolio›$1.6M
Brewster Financial Planning LLC14,932
0.8% of portfolio›$1.5M
Schneider Downs Wealth Management Advisors, LP14,759
0.1% of portfolio›$1.5M
Kingswood Wealth Advisors, LLC14,576
0.1% of portfolio›$1.5M
Armbruster Capital Management, Inc.14,147
0.2% of portfolio›$1.5M
Bell Bank14,072
0.1% of portfolio›$1.5M
HF Advisory Group, LLC14,071
0.4% of portfolio›$1.5M
Coastline Trust Co14,065
0.1% of portfolio›$1.4M
Perigon Wealth Management, LLC13,767
0.0% of portfolio›$1.4M
Elwood & Goetz Wealth Advisory Group, LLC13,458
0.2% of portfolio›$1.4M
Pathway Financial Advisors LLC13,455
0.2% of portfolio›$1.4M
Crestwood Advisors Group, LLC13,205
0.0% of portfolio›$1.4M
Wealthcare Advisory Partners LLC12,295
0.0% of portfolio›$1.3M
Omega Financial Group, LLC12,248
0.4% of portfolio›$1.3M
Plante Moran Financial Advisors, LLC12,207
0.1% of portfolio›$1.3M
Argentarii, LLC12,202
0.4% of portfolio›$1.3M
WestHill Financial Advisors, Inc.11,822
0.2% of portfolio›$1.2M
MassMutual Private Wealth & Trust, FSB11,420
0.0% of portfolio›$1.2M
Dynamic Advisor Solutions LLC11,330
0.0% of portfolio›$1.2M
McAdam, LLC11,246
0.0% of portfolio›$1.2M
XY Planning Network, Inc.11,178
0.1% of portfolio›$1.2M
Pittenger & Anderson Inc11,134
0.0% of portfolio›$1.1M
LexAurum Advisors, LLC10,934
0.1% of portfolio›$1.1M
Diversify Advisory Services, LLC10,927
0.0% of portfolio›$1.1M
Diversify Wealth Management, LLC10,927
0.0% of portfolio›$1.1M
Higgins & Schmidt Wealth Strategies LLC10,860
0.5% of portfolio›$1.1M
Aprio Wealth Management, LLC10,735
0.1% of portfolio›$1.1M
Orin Green Financial, LLC10,725
0.4% of portfolio›$1.1M
Diversified Enterprises, LLC10,687
0.1% of portfolio›$1.1M
Ipsen Advisor Group LLC10,592
0.7% of portfolio›$1.1M
Cambridge Financial Group, LLC10,576
0.3% of portfolio›$1.1M
Presilium Private Wealth, LLC10,563
0.2% of portfolio›$1.1M
Quadrant Capital Group LLC10,468
0.0% of portfolio›$1.1M
Foster Group, Inc.10,453
0.0% of portfolio›$1.1M
Asset Dedication, LLC10,424
0.1% of portfolio›$1.1M
Onyx Bridge Wealth Group LLC10,381
0.1% of portfolio›$1.1M
Parcion Private Wealth LLC10,298
0.1% of portfolio›$1.1M
Sigma Investment Counselors Inc10,193
0.0% of portfolio›$1.1M
Capital Advantage, Inc.10,175
0.1% of portfolio›$1.0M
Wealth Analytics Partners, LLC10,175
0.4% of portfolio›$1.0M
Daiwa Securities Group Inc.10,160
0.0% of portfolio›$1.0M
Concurrent Investment Advisors, LLC10,154
0.0% of portfolio›$1.0M
Private Wealth Management Group, LLC10,059
0.2% of portfolio›$1.0M
Regatta Capital Group, LLC9,902
0.1% of portfolio›$1.0M
ERn Financial, LLC9,775
0.2% of portfolio›$1.0M
MGO One Seven LLC9,654
0.0% of portfolio›$994.8K
Financial Planning Fort Collins, LLC9,327
0.7% of portfolio›$961.2K
SAX Wealth Advisors, LLC9,267
0.0% of portfolio›$955.0K
Shepherd Financial Partners LLC9,260
0.1% of portfolio›$954.2K
Walkner Condon Financial Advisors LLC9,200
0.1% of portfolio›$948.0K
PDS Planning, Inc8,779
0.1% of portfolio›$904.6K
Birch Hill Investment Advisors LLC8,683
0.0% of portfolio›$894.8K
Horst & Graben Wealth Management LLC8,631
0.1% of portfolio›$889.5K
Great Diamond Partners, LLC8,594
0.1% of portfolio›$885.6K
Montecito Bank & Trust8,554
0.1% of portfolio›$881.5K
Bell Investment Advisors, Inc8,440
0.1% of portfolio›$869.7K
Zenith Solutions, Inc.8,337
0.8% of portfolio›$859.1K
Peak Financial Management, Inc.8,260
0.2% of portfolio›$851.3K
Aspiriant, LLC8,239
0.0% of portfolio›$849.0K
Gerber Kawasaki Wealth & Investment Management8,086
0.0% of portfolio›$833.3K
Fingerlakes Wealth Management, Inc.7,990
0.4% of portfolio›$823.3K
Courier Capital LLC7,854
0.0% of portfolio›$809.3K
Flagship Harbor Advisors, LLC7,760
0.0% of portfolio›$799.6K
Wedmont Private Capital7,680
0.0% of portfolio›$781.8K
Symmetry Partners, LLC7,656
0.0% of portfolio›$789.0K
Brighton Jones LLC7,652
0.0% of portfolio›$788.6K
Level Financial Advisors7,651
0.2% of portfolio›$788.4K
Paulson Wealth Management Inc.7,569
0.2% of portfolio›$780.0K
Sharper & Granite LLC7,302
0.2% of portfolio›$698.2K
Associated Banc-Corp7,277
0.0% of portfolio›$749.9K
WT Wealth Management7,003
0.2% of portfolio›$721.6K
Aufman Associates Inc7,003
0.3% of portfolio›$721.6K
Aaron Wealth Advisors LLC6,975
0.0% of portfolio›$718.9K
Sage Financial Group Inc6,972
0.0% of portfolio›$718.5K
Private Trust Co NA6,845
0.1% of portfolio›$705.4K
Moller Wealth Partners6,804
0.1% of portfolio›$701.2K
Founders Financial Securities LLC6,727
0.0% of portfolio›$693.2K
Matrix Asset Advisors Inc6,578
0.1% of portfolio›$677.9K
IFP Advisors, Inc6,366
0.0% of portfolio›$656.0K
RCS Financial Planning, LLC6,319
0.4% of portfolio›$651.1K
Farrell Financial LLC6,285
0.3% of portfolio›$647.7K
CIBC Asset Management Inc6,245
0.0% of portfolio›$643.5K
OpenArc Corporate Advisory, LLC6,236
0.0% of portfolio›$642.6K
Kestra Private Wealth Services, LLC6,234
0.0% of portfolio›$642.4K
Mogy Joel R Investment Counsel Inc6,230
0.0% of portfolio›$642.0K
Morton Brown Family Wealth, LLC6,229
0.1% of portfolio›$641.9K
Able Financial Group, LLC6,019
0.1% of portfolio›$620.3K
Old Mission Investment Co LLC6,000
0.1% of portfolio›$618.3K
Equita Financial Network, Inc.5,943
0.2% of portfolio›$612.4K
Beacon Financial Planning, Inc5,804
0.2% of portfolio›$598.1K
Shotwell Rutter Baer Inc5,788
0.3% of portfolio›$596.5K
AlphaCore Capital LLC5,769
0.0% of portfolio›$594.5K
Bangor Savings Bank5,640
0.0% of portfolio›$581.2K
Ddfg, Inc5,488
0.1% of portfolio›$565.6K
Leverty Financial Group, LLC5,434
0.1% of portfolio›$560.0K
Wealth Enhancement Trust Services, Inc.5,407
0.1% of portfolio›$557.2K
TD Private Client Wealth LLC5,399
0.0% of portfolio›$556.4K
DWR Wealth Management, LLC5,304
0.4% of portfolio›$550.3K
North Berkeley Wealth Management, LLC5,250
0.2% of portfolio›$541.0K
BLB&B Advisors, LLC5,215
0.0% of portfolio›$537.4K
Bigelow Investment Advisors, LLC5,199
0.2% of portfolio›$535.7K
Curtis Advisory Group, LLC5,057
0.1% of portfolio›$521.1K
SigFig Wealth Management, LLC5,020
0.0% of portfolio›$517.3K
Schmidt P J Investment Management Inc4,977
0.1% of portfolio›$512.9K
Sentinel Trust Co LBA4,915
0.1% of portfolio›$506.0K
Sharkey, Howes & Javer4,891
0.1% of portfolio›$504.0K
United Asset Strategies, Inc.4,865
0.0% of portfolio›$501.3K
Sherman Asset Management, Inc.4,865
0.4% of portfolio›$501.3K
Valley National Advisers Inc4,827
0.1% of portfolio›$497.5K
Affinity Capital Advisors, LLC4,821
0.1% of portfolio›$494.0K
Sagespring Wealth Partners, LLC4,753
0.0% of portfolio›$489.8K
Veracity Capital LLC4,680
0.1% of portfolio›$482.2K
StoneX Group Inc.4,662
0.0% of portfolio›$487.8K
Compass Ion Advisors, LLC4,622
0.0% of portfolio›$476.3K
Heritage Family Offices, LLP4,614
0.2% of portfolio›$475.5K
Sage Mountain Advisors LLC4,597
0.0% of portfolio›$473.7K
Morling Financial Advisors, LLC4,584
0.1% of portfolio›$472.4K
Capital Management Associates, Inc4,500
0.1% of portfolio›$463.7K
Hughes Financial Services, LLC4,466
0.1% of portfolio›$462.3K
Pecaut & Co.4,452
0.1% of portfolio›$458.8K
AdvisorNet Financial, Inc4,431
0.0% of portfolio›$451.8K
Appleton Partners Inc4,386
0.0% of portfolio›$452
New England Private Wealth Advisors LLC4,323
0.0% of portfolio›$445.4K
Signature Estate & Investment Advisors LLC4,309
0.0% of portfolio›$444.1K
Envision Financial LLC4,264
0.2% of portfolio›$439.4K
Apollon Wealth Management, LLC4,262
0.0% of portfolio›$439.2K
Truefg, LLC4,246
0.1% of portfolio›$437.6K
Focus Financial Network, Inc.4,221
0.0% of portfolio›$435.0K
Etesian Wealth Advisors, Inc.4,220
0.1% of portfolio›$434.9K
Verus Capital Partners, LLC4,130
0.0% of portfolio›$425.6K
Syntegra Private Wealth Group, LLC4,125
0.0% of portfolio›$425.1K
Fulcrum Capital LLC4,089
0.1% of portfolio›$421.4K
Opulen Financial Group LLC4,080
0.3% of portfolio›$420.4K
CWC Advisors, Llc.4,074
0.2% of portfolio›$419.8K
Nautilus Advisors LLC4,000
0.2% of portfolio›$412.2K
Villere ST Denis J & Co LLC4,000
0.1% of portfolio›$412.2K
Hanson & Doremus Investment Management3,995
0.0% of portfolio›$412
Krilogy Financial LLC3,976
0.0% of portfolio›$406.4K
Warren Street Wealth Advisors, LLC3,939
0.1% of portfolio›$405.9K
Gemmer Asset Management LLC3,910
0.0% of portfolio›$402.9K
Stephenson & Company, Inc.3,867
0.2% of portfolio›$398.5K
JGP Wealth Management, LLC3,866
0.0% of portfolio›$398.4K
Confluence Wealth Services, Inc.3,853
0.0% of portfolio›$397.0K
DWM Financial Group, Inc.3,848
0.3% of portfolio›$396.5K
Harbor Group, Inc.3,823
0.0% of portfolio›$393.9K
Lido Advisors, LLC3,807
0.0% of portfolio›$392.3K
True Link Financial Advisors, LLC3,806
0.0% of portfolio›$392.2K
Cassilly Financial Group LLC3,740
0.3% of portfolio›$385.4K
Wealth Dimensions Group, Ltd.3,690
0.1% of portfolio›$380.3K
Hill Island Financial LLC3,675
0.1% of portfolio›$378.7K
Lodestar Private Asset Management LLC3,650
0.0% of portfolio›$376.1K
Avior Wealth Management, LLC3,574
0.0% of portfolio›$368.3K
Signaturefd, LLC3,524
0.0% of portfolio›$363.1K
BridgePort Financial Solutions, LLC3,522
0.1% of portfolio›$362.9K
Marshall & Sterling Wealth Advisors Inc.3,514
0.2% of portfolio›$362.1K
Motive Wealth Advisors3,512
0.1% of portfolio›$361.9K
Financial Insights, Inc.3,505
0.1% of portfolio›$361.2K
Shum Financial Group, Inc.3,491
0.2% of portfolio›$359.8K
American Financial & TAX Strategies Inc3,370
0.2% of portfolio›$347.3K
Cornerstone Planning Group LLC3,274
0.0% of portfolio›$335.4K
Rossby Financial, LCC3,167
0.0% of portfolio›$326.4K
RFG Advisory, LLC3,163
0.0% of portfolio›$326.0K
Avantax Planning Partners, Inc.3,146
0.0% of portfolio›$324.2K
NorthCrest Asset Manangement, LLC3,137
0.0% of portfolio›$319.3K
Wealth Management Nebraska3,111
0.0% of portfolio›$320.6K
Trust Co of Vermont3,021
0.0% of portfolio›$311.3K
Physician Wealth Advisors, Inc.3,019
0.0% of portfolio›$311.1K
Lake Street Private Wealth, LLC3,014
0.0% of portfolio›$310.6K
First Hawaiian Bank3,012
0.0% of portfolio›$310.4K
Nadler Financial Group, Inc.2,975
0.0% of portfolio›$306.6K
Connecticut Wealth Management, LLC2,971
0.0% of portfolio›$306.2K
XML Financial, LLC2,943
0.0% of portfolio›$303.3K
CWS Financial Advisors, LLC2,937
0.1% of portfolio›$302.7K
Crusonia Wealth Advisors LLC2,910
0.0% of portfolio›$299.9K
Well Done, LLC2,846
0.0% of portfolio›$293.3K
BAR Harbor Wealth Management2,803
0.0% of portfolio›$288.8K
Investment Research Partners LLC2,801
0.1% of portfolio›$288.6K
Hoxton Planning & Management, LLC2,755
0.1% of portfolio›$283.9K
Avail Investment Partners, LLC2,752
0.2% of portfolio›$283.6K
WBH Advisory Inc2,751
0.0% of portfolio›$283.5K
APS Management Group, Inc.2,739
0.2% of portfolio›$282.3K
Elmwood Wealth Management, Inc.2,714
0.1% of portfolio›$279.7K
SmartHarvest Portfolios, LLC2,601
0.1% of portfolio›$268.0K
Prospera Financial Services Inc2,578
0.0% of portfolio›$264.9K
Murphy, Middleton, Hinkle & Parker, Inc.2,576
0.1% of portfolio›$265.5K
Rede Wealth, LLC2,569
0.1% of portfolio›$264.7K
Busey Bank2,560
0.0% of portfolio›$263.8K
EverSource Wealth Advisors, LLC2,547
0.0% of portfolio›$262.5K
WealthSpring Partners, LLC2,528
0.3% of portfolio›$260.5K
NWF Advisory Services Inc.2,524
0.0% of portfolio›$260.1K
JSF Financial, LLC2,506
0.0% of portfolio›$258.3K
Columbia Bank2,469
0.1% of portfolio›$254.4K
Essex Bank2,458
0.1% of portfolio›$253.3K
Stonebridge Financial Group, LLC2,414
0.0% of portfolio›$248.8K
Chesley Taft & Associates LLC2,405
0.0% of portfolio›$247.8K
Welch & Forbes LLC2,396
0.0% of portfolio›$246.9K
Abundance Wealth Counselors2,365
0.0% of portfolio›$243.7K
Financial Council, LLC2,355
0.1% of portfolio›$242.7K
MLG Wealth Management DBA Pine Grove Financial Group2,332
0.0% of portfolio›$240.3K
Baker Tilly Wealth Management, LLC2,330
0.0% of portfolio›$240.1K
Midway Capital Research & Management2,321
0.2% of portfolio›$239.2K
Kellett Wealth Advisors, LLC2,295
0.1% of portfolio›$236.5K
ARQ Wealth Advisors, LLC2,282
0.0% of portfolio›$235.2K
Sterling Investment Advisors LLC2,271
0.1% of portfolio›$234.0K
Navigation Group, LLC2,268
0.0% of portfolio›$233.7K
Financial Futures Ltd Liability Co.2,252
0.1% of portfolio›$232.1K
Howard Financial Services, Ltd.2,244
0.0% of portfolio›$231.3K
Liberty Atlantic Advisors LLC2,241
0.1% of portfolio›$230.9K
ETF Portfolio Partners, Inc.2,229
0.1% of portfolio›$229.7K
Mengis Capital Management, Inc.2,221
0.0% of portfolio›$228.9K
Patriot Investment Management Group, Inc.2,218
0.0% of portfolio›$228.5K
Pekin Hardy Strauss, Inc.2,210
0.0% of portfolio›$227.7K
LifeGoal Investments, LLC2,194
0.1% of portfolio›$226.1K
GenWealth Group, Inc.2,185
0.0% of portfolio›$225.2K
Armstrong, Fleming & Moore, Inc2,178
0.1% of portfolio›$224.4K
Fifth Third Wealth Advisors LLC2,170
0.0% of portfolio›$223.6K
Grey Ledge Advisors, LLC2,159
0.0% of portfolio›$222.5K
First Affirmative Financial Network2,137
0.0% of portfolio›$220.2K
Frankly Finances, LLC2,130
0.2% of portfolio›$219.5K
Revolve Wealth Partners, LLC2,122
0.0% of portfolio›$218.7K
Emergent Wealth Advisors, LLC2,117
0.1% of portfolio›$218.2K
Snider Financial Group2,116
0.1% of portfolio›$218.1K
Pension & Wealth Management Advisors, Inc.2,111
0.0% of portfolio›$217.6K
Argyle Capital Partners, LLC2,107
0.1% of portfolio›$217.1K
Kaizen Financial Strategies2,100
0.1% of portfolio›$216.4K
Wolff Financial Management LLC2,099
0.0% of portfolio›$216.3K
One Wealth Capital Management, LLC2,093
0.1% of portfolio›$215.7K
Sowell Financial Services LLC2,086
0.0% of portfolio›$215.0K
Capital Advisors Wealth Management, LLC2,077
0.0% of portfolio›$214.1K
Stewardship Advisors, LLC2,070
0.0% of portfolio›$213.3K
Clarity Asset Management, Inc.2,041
0.1% of portfolio›$210.3K
Wedbush Securities Inc2,032
0.0% of portfolio›$209
Parkside Financial Bank & Trust2,020
0.0% of portfolio›$208.2K
Sweeney & Michel, LLC1,999
0.1% of portfolio›$206.0K
FC Advisory LLC1,981
0.1% of portfolio›$204.1K
Investment Partners, Ltd.1,978
0.0% of portfolio›$203.8K
WPG Advisers, LLC1,974
0.1% of portfolio›$203.4K
Foster Dykema Cabot & Partners, LLC1,974
0.0% of portfolio›$203.4K
Curry Webb Wealth Management LLC1,961
0.1% of portfolio›$201.6K
Covestor Ltd1,960
0.0% of portfolio›$202
Independent Financial Group, LLC1,956
0.0% of portfolio›$201.6K
Mallini Complete Financial Planning LLC1,950
0.1% of portfolio›$201.0K
Finley Financial, LLC1,830
0.1% of portfolio›$186.8K
CoreCap Advisors, LLC1,791
0.0% of portfolio›$184.6K
Kennebec Savings Bank1,378
0.1% of portfolio›$142.0K
Root Financial Partners, LLC1,310
0.0% of portfolio›$135.0K
Princeton Global Asset Management LLC1,297
0.0% of portfolio›$133.7K
Clean Yield Group1,282
0.0% of portfolio›$132.1K
Larson Financial Group LLC1,249
0.0% of portfolio›$128.7K
Lanark Financial, Inc.1,199
0.0% of portfolio›$123.6K
TD Waterhouse Canada Inc.1,198
0.0% of portfolio›$122.1K
Gen-Wealth Partners Inc1,049
0.0% of portfolio›$108.1K
Concord Wealth Partners967
0.0% of portfolio›$99.6K
Key FInancial Inc937
0.0% of portfolio›$96.6K
Angeles Wealth Management, LLC931
0.0% of portfolio›$96.0K
Hurley Capital, LLC929
0.0% of portfolio›$95.7K
Trust Co895
0.0% of portfolio›$92.2K
MJT & Associates Financial Advisory Group, Inc.796
0.1% of portfolio›$82.0K
Bfsg, LLC783
0.0% of portfolio›$80.7K
StrongBox Wealth, LLC775
0.0% of portfolio›$79.9K
4Thought Financial Group Inc.731
0.0% of portfolio›$75.3K
American National Bank & Trust725
0.0% of portfolio›$74.7K
Redwood Park Advisors LLC711
0.0% of portfolio›$73.3K
Cape Investment Advisory, Inc.707
0.0% of portfolio›$72.9K
Archer Investment Corp685
0.0% of portfolio›$70.6K
Pacific Center for Financial Services673
0.0% of portfolio›$69.4K
Harbor Asset Planning, Inc.670
0.1% of portfolio›$69.0K
DT Investment Partners, LLC670
0.0% of portfolio›$69.0K
Pacifica Partners Inc.643
0.0% of portfolio›$65.6K
Triumph Capital Management609
0.0% of portfolio›$62.8K
Your Advocates Ltd., LLP577
0.0% of portfolio›$59.4K
Center for Financial Planning, Inc.549
0.0% of portfolio›$56.6K
First Horizon Corp537
0.0% of portfolio›$55.3K
JFS Wealth Advisors, LLC518
0.0% of portfolio›$53.4K
Blueline Advisors LLC477
0.0% of portfolio›$49.1K
Downshift Financial, LLC427
0.0% of portfolio›$44.0K
Harbor Investment Advisory, LLC418
0.0% of portfolio›$43.1K
North Star Investment Management Corp.367
0.0% of portfolio›$37.8K
Creative Capital Management Investments LLC321
0.0% of portfolio›$33.1K
Rossmore Private Capital300
0.0% of portfolio›$30.9K
Loring Wolcott & Coolidge Fiduciary Advisors LLP297
0.0% of portfolio›$30.6K
Farmers & Merchants Investments Inc232
0.0% of portfolio›$23.9K
Investors Research Corp217
0.0% of portfolio›$22.4K
Centerpoint Advisors, LLC190
0.0% of portfolio›$20
Gamma Investing LLC176
0.0% of portfolio›$18.1K
Buck Wealth Strategies, LLC175
0.0% of portfolio›$18.1K
United Financial Planning Group LLC169
0.0% of portfolio›$17.4K
Bokf, NA160
0.0% of portfolio›$16.5K
Nfsg Corp157
0.0% of portfolio›$16.2K
CX Institutional157
0.0% of portfolio›$16
Decker Retirement Planning Inc.141
0.0% of portfolio›$14.5K
Birch Financial Group, LLC139
0.0% of portfolio›$14.3K
Abound Wealth Management134
0.0% of portfolio›$13.9K
Balance Wealth Partners LLC118
0.0% of portfolio›$12.2K
Signature Resources Capital Management, LLC99
0.0% of portfolio›$10.2K
Cherry Tree Wealth Management, LLC89
0.0% of portfolio›$9.2K
First Bancorp, Inc82
0.0% of portfolio›$8.5K
Blue Trust, Inc.79
0.0% of portfolio›$8.2K
Spire Wealth Management75
0.0% of portfolio›$7.7K
West Branch Capital LLC61
0.0% of portfolio›$6.3K
Toth Financial Advisory Corp59
0.0% of portfolio›$6.0K
Evermay Wealth Management LLC55
0.0% of portfolio›$5.7K
Provenance Wealth Advisors, LLC52
0.0% of portfolio›$5.4K
Horizons Wealth Management47
0.0% of portfolio›$4.8K
Trust Co of Toledo NA44
0.0% of portfolio›$4.5K
Canton Hathaway, LLC43
0.0% of portfolio›$4.4K
Lodestone Wealth Management LLC41
0.0% of portfolio›$4.2K
Barrett & Company, Inc.27
0.0% of portfolio›$2.8K
Portfolio Resources Advisor Group, Inc.14
0.0% of portfolio›$1.4K
Creative Financial Designs Inc13
0.0% of portfolio›$1.3K
Hilton Head Capital Partners, LLC11
0.0% of portfolio›$1.1K
Key Capital Management, Inc9
0.0% of portfolio›$927
Davis Capital Management9
0.0% of portfolio›$927
Silver Grove Financial Group, Inc.6
0.0% of portfolio›$570
SBI Securities Co., Ltd.1
0.0% of portfolio›$103
StyleTurnoverLocationFiled
US Bancorp \de\
1,238,579$127.6M0.1%IndexLowMinneapolis, MN2026-11-05
Commonwealth Equity Services, LLC
874,031$90.1M0.1%ETFLowWaltham, MA2026-11-02
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
775,300$79.9M15.4%ETFN/ASkopje, New Zealand2026-10-15
Creative Planning
609,730$62.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Fifth Third Bancorp
598,515$61.7M0.1%IndexVery LowCincinnati, OH2026-11-05
IMPACTfolio, LLC
449,201$46.3M16.9%ETFVery LowDenver, CO2026-10-28
Mission Wealth Management, LP
445,462$45.9M0.7%ETFLowSanta Barbara, CA2026-10-15
Bond & Devick Financial Network, Inc.
356,811$36.8M8.9%ETFVery LowSt. Louis Park, MN2026-10-23
D.A. Davidson & Co.
347,489$35.8M0.2%CoreLowGreat Falls, MT2026-10-28
High Note Wealth, LLC
309,558$31.9M5.2%ETFVery LowDeephaven, MN2026-10-27
Thrivent Financial for Lutherans
307,629$31.4M0.1%GARPMediumMinneapolis, MN2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
288,703$29.8M0.4%GrowthVery LowSeattle, WA2026-10-27
Eastern Bank
276,229$28.5M0.4%GrowthMediumBoston, MA2026-10-05
Wealth Enhancement Advisory Services, LLC
266,189$26.8M0.0%CoreLowPlymouth, MN2026-10-13
Mather Group, Llc.
251,884$26.0M0.2%ETFMediumChicago, IL2026-10-14
Keybank National Association
248,937$25.7M0.1%CoreLowBrooklyn, OH2026-11-04
Stanich Group LLC
235,615$24.3M11.7%ETFVery LowMontauk, NY2026-10-16
Bank of New York Mellon Corp
232,734$24.0M0.0%CoreLowNew York, NY2026-11-05
Howland Capital Management LLC
206,574$21.3M0.7%CoreLowBoston, MA2026-10-22
Windsor Capital Management, LLC
188,912$19.5M5.0%ETFVery LowPhoenix, AZ2026-10-13
FinArc Investments, Inc.
187,800$19.4M17.2%ValueLowNorwood, MA2026-10-14
Cambridge Investment Research Advisors, Inc.
184,013$19.0K0.0%ETFLowFairfield, IA2026-11-02
Modera Wealth Management, LLC
144,579$14.9M0.2%ETFVery LowWestwood, NJ2026-10-28
Shira Ridge Wealth Management
137,458$14.2M4.9%ETFLowLarkspur, CA2026-10-09
Wealth Architects, LLC
132,508$13.7M1.1%ETFVery LowMountain View, CA2026-11-03
Fund Evaluation Group, LLC
127,812$13.2M0.3%ETFLowCincinnati, OH2026-11-05
Roof Eidam Maycock Peralta, LLC
112,308$11.6M2.2%ETFVery LowSan Francisco, CA2026-10-15
Truist Financial Corp
108,401$11.2M0.0%CoreLowCharlotte, NC2026-10-30
Mirae Asset Global Investments Co., Ltd.
103,570$10.7M0.0%GrowthLowSeoul, Malaysia2026-11-03
Park Avenue Securities LLC
100,962$10.4K0.0%ETFMediumNew York, NY2026-10-26
HB Wealth Management, LLC
100,571$10.4M0.1%IndexVery LowAtlanta, GA2026-10-23
Blue Sky Capital Consultants Group, Inc.
98,885$10.2M4.3%GrowthMediumPoway, CA2026-10-13
Farther Finance Advisors, LLC
93,627$9.6M0.1%IndexLowSan Francisco, CA2026-10-08
Robertson Stephens Wealth Management, LLC
92,315$9.5M0.2%ETFMediumSan Francisco, CA2026-10-16
Orgel Wealth Management, LLC
91,407$9.4M0.2%ETFMediumAltoona, WI2026-10-14
Mascoma Wealth Management LLC
90,493$9.3M1.7%ETFVery LowHanover, NH2026-10-23
Laurel Wealth Planning LLC
89,059$9.2M4.0%ETFLowEdina, MN2026-11-02
Apella Capital, LLC
81,599$8.3M0.1%ETFVery LowWest Hartford, CT2026-10-08
Jnba Financial Advisors
76,516$7.9M0.6%ETFMediumBloomington, MN2026-11-03
Principal Financial Group Inc
73,323$7.6M0.0%CoreLowDes Moines, IA2026-11-02
Xena Financial Planning, LLC
71,373$7.4M7.0%ETFVery LowPortland, OR2026-10-13
Kestra Advisory Services, LLC
70,323$7.2M0.0%CoreLowAustin, TX2026-11-02
Relyea Zuckerberg Hanson LLC
69,642$7.2M0.6%ETFLowStamford, CT2026-10-20
Facet Wealth, Inc.
69,180$7.1M0.1%IndexVery LowWest Palm Beach, FL2026-11-04
Accredited Investors Inc.
61,557$6.3M0.3%ETFLowEdina, MN2026-11-03
Oppenheimer Asset Management Inc.
59,121$6.1M0.1%CoreMediumNew York, NY2026-10-27
Cliftonlarsonallen Wealth Advisors, LLC
57,298$5.9M0.1%ETFLowMinneapolis, MN2026-10-14
RVW Wealth, LLC
56,799$5.9M0.4%ETFVery LowLos Angeles, CA2026-10-06
Citizens Financial Group Inc
55,208$5.7M0.1%GrowthLowProvidence, RI2026-10-23
Impact Investors, Inc
54,868$5.7M9.4%ETFLowSan Francisco, CA2026-11-02
Garde Capital, Inc.
50,419$5.2M0.3%ETFLowSeattle, WA2026-10-29
eCIO, Inc.
43,875$4.5M1.6%ETFMediumMadison, WI2026-11-02
Midwest Financial Partners Investments, Inc.
41,990$4.3M1.7%ETFVery LowSt. Cloud, MN2026-10-08
Pine Haven Investment Counsel, Inc
41,597$4.3M2.8%CoreVery LowFairhaven, MA2026-11-02
Ethic Inc.
41,242$4.2M0.0%CoreLowNew York, NY2026-11-03
SBE LLC DBA Cedar Cove Wealth Partners
40,616$4.2M2.0%ETFMediumBloomington, MN2026-10-15
Affiance Financial, LLC
40,295$4.2M0.6%ETFVery LowSt. Louis Park, MN2026-10-15
True Blue Financial, LLC
40,099$4.1M1.5%ETFLowStevensville, MI2026-10-15
Axxcess Wealth Management, LLC
39,397$4.1M0.2%CoreLowCarlsbad, CA2026-10-21
Integris Wealth Management, LLC
38,317$3.9M0.8%ETFVery LowMonterey, CA2026-10-14
Canandaigua National Bank & Trust Co
37,500$3.9M0.3%CoreVery LowCanandaigua, NY2026-10-07
Sincerus Advisory, LLC
37,126$3.8M2.5%ETFVery LowNew York, NY2026-10-09
Midwest Trust Co
37,099$3.8M0.0%CoreLowOverland Park, KS2026-10-22
Nottingham Advisors, Inc.
36,854$3.8M0.5%ETFLowAmherst, NY2026-10-29
Bailard, Inc.
36,343$3.7M0.1%GrowthMediumFoster City, CA2026-10-13
Vision Capital Management, Inc.
34,785$3.6M0.4%CoreVery LowPortland, OR2026-10-20
GC Wealth Management RIA, LLC
33,756$3.5M0.2%GrowthMediumCambridge, MA2026-11-02
Wealth Advisory Team LLC
33,325$3.4M2.8%ETFN/ABellevue, KY2026-11-05
Klaas Financial Asset Advisors, LLC
33,066$3.4M0.4%ETFVery LowLoves Park, IL2026-10-19
Neumann Capital Management, LLC
32,976$3.4M0.9%GrowthVery LowFoster City, CA2026-10-15
Wesbanco Bank Inc
31,801$3.3M0.1%CoreLowWheeling, WV2026-11-04
Montis Financial, LLC
30,974$3.2M0.7%ETFLowWaltham, MA2026-11-04
Brookstone Capital Management
30,873$3.2M0.0%ETFMediumWheaton, IL2026-10-22
Ulrich Consultants & Investment Group, LLC
30,419$3.1M3.1%ETFN/AAlbuquerque, NM2026-10-13
Plancorp, LLC
30,159$3.1M0.1%ETFLowSaint Louis, MO2026-11-03
McKinley Carter Wealth Services, Inc.
29,383$3.0M0.2%ETFMediumWheeling, WV2026-10-16
Compound Planning, Inc.
28,938$3.0M0.1%CoreLowNew York, NY2026-11-05
Ferguson Wellman Capital Management, Inc
27,867$2.9M0.0%CoreLowPortland, OR2026-10-05
RTD Financial Advisors, Inc.
27,789$2.9M0.3%ETFLowPhiladelphia, PA2026-10-09
Brooklyn FI, LLC
27,709$2.9M0.4%ETFVery LowNew York, NY2026-11-05
Baron Financial Group, LLC
27,600$2.8M1.4%ETFVery LowFair Lawn, NJ2026-10-09
Torren Management, LLC
26,778$2.8M1.4%ETFMediumSan Diego, CA2026-10-29
Grimes & Co Wealth Management, LLC
26,757$2.8M0.1%CoreLowWestborough, MA2026-10-29
Pioneer Wealth Management Group
26,567$2.7M0.6%ETFLowAustin, TX2026-10-09
Brandywine OAK Private Wealth LLC
26,516$2.7M0.2%ETFVery LowKennett Square, PA2026-10-23
Choreo, LLC
25,983$2.7M0.0%IndexLowRockford, IL2026-10-28
Halbert Hargrove Global Advisors, LLC
25,625$2.6M0.1%ETFLowLong Beach, CA2026-10-16
Wingate Wealth Advisors, Inc.
25,375$2.6M1.1%ETFVery LowLexington, MA2026-10-26
TriaGen Wealth Management LLC
24,458$2.5M0.6%CoreMediumCalabasas, CA2026-10-14
Citigroup Inc
23,921$2.5M0.0%CoreMediumNew York, NY2026-11-04
Vicus Capital
23,840$2.5M0.2%ETFMediumState College, PA2026-11-05
Cranbrook Wealth Management, LLC
23,788$2.5M0.5%ETFVery LowBloomfield Hills, MI2026-10-28
Aureum Wealth Management, LLC
23,207$2.4M1.5%ETFLowNorth Palm Beach, FL2026-10-15
BigSur Wealth Management LLC
23,000$2.4M0.6%GrowthLowMiami, FL2026-10-13
A&I Financial Services, LLC
21,858$2.3M1.0%ETFHighLone Tree, CO2026-10-15
Olio Financial Planning
21,773$2.2M0.6%ETFVery LowMclean, VA2026-10-22
Penobscot Wealth Management
20,815$2.1M0.6%ETFVery LowPortland, ME2026-10-21
Birchwood Financial Partners, Inc.
20,756$2.1M1.6%ETFVery LowBloomington, MN2026-11-02
Values Added Financial LLC
20,396$2.1M0.7%ETFLowWashington, DC2026-10-28
Chicago Partners Investment Group LLC
20,091$2.0M0.0%GARPLowChicago, IL2026-10-27
Assetmark, Inc
20,025$2.1M0.0%ETFLowConcord, CA2026-10-21
First Financial Bank - Trust Division
20,018$2.1M0.1%CoreLowHamilton, OH2026-10-01
Ryan Investment Management, Inc.
19,759$2.0M0.9%ETFVery HighBasalt, CO2026-10-20
Birchbrook, Inc.
19,556$2.0M1.0%ETFLowBangor, ME2026-10-14
Elevation Wealth Partners, LLC
19,296$2.0M0.6%ETFLowWalnut Creek, CA2026-10-07
Vise Technologies, Inc.
18,990$2.0M0.0%IndexLowNew York, NY2026-10-29
Archer Investment Management, LLC
18,702$1.9M0.6%ETFHighAustin, TX2026-10-13
Trilogy Capital Inc.
18,336$1.9M0.1%ETFMediumIrvine, CA2026-10-20
White Lighthouse Investment Management Inc.
18,216$1.9M0.2%ETFVery LowBedford, MA2026-10-21
rebel Financial LLC
17,972$1.9M0.8%N/AVery LowGroveport, OH2026-11-04
Madrid Wealth Management, LLC
17,902$1.8M1.2%ETFLowAlbuquerque, NM2026-10-23
Parallel Advisors, LLC
17,699$1.8M0.0%IndexLowSan Francisco, CA2026-11-03
Acropolis Investment Management, LLC
17,576$1.8M0.1%ETFLowSt. Louis, MO2026-10-08
RHS Financial, LLC
17,505$1.8M0.6%ETFMediumSan Francisco, CA2026-10-13
CGN Advisors LLC
16,497$1.7M0.1%ETFLowManhattan, KS2026-10-21
Ashton Thomas Private Wealth, LLC
16,484$1.7M0.0%CoreMediumScottsdale, AZ2026-11-03
Weil Company, Inc.
16,373$1.7M0.3%ETFLowSan Diego, CA2026-10-14
Williams & Novak Wealth Management, LLC
15,920$1.6M1.0%ETFMediumWestlake Village, CA2026-10-09
Caliber Wealth Management, LLC / KS
15,394$1.6M0.2%ETFLowOverland Park, KS2026-11-04
Sage Advisory Services, Ltd.Co.
15,256$1.6M0.8%ETFMediumAustin, TX2026-10-29
Richard P Slaughter Associates Inc
15,166$1.6M0.3%ETFMediumAustin, TX2026-10-13
Brewster Financial Planning LLC
14,932$1.5M0.8%ETFVery LowBrooklyn, NY2026-10-13
Schneider Downs Wealth Management Advisors, LP
14,759$1.5M0.1%ETFVery LowPittsburgh, PA2026-10-27
Kingswood Wealth Advisors, LLC
14,576$1.5M0.1%GrowthLowSan Diego, CA2026-10-23
Armbruster Capital Management, Inc.
14,147$1.5M0.2%ETFVery LowPittsford, NY2026-10-19
Bell Bank
14,072$1.5M0.1%ETFLowFargo, ND2026-10-21
HF Advisory Group, LLC
14,071$1.5M0.4%ValueLowAnnapolis, MD2026-10-09
Coastline Trust Co
14,065$1.4M0.1%GrowthVery LowProvidence, RI2026-10-01
Perigon Wealth Management, LLC
13,767$1.4M0.0%GrowthLowSan Francisco, CA2026-10-22
Elwood & Goetz Wealth Advisory Group, LLC
13,458$1.4M0.2%ETFLowAthens, GA2026-10-28
Pathway Financial Advisors LLC
13,455$1.4M0.2%ETFLowSouth Burlington, VT2026-10-07
Crestwood Advisors Group, LLC
13,205$1.4M0.0%GrowthLowBoston, MA2026-10-27
Wealthcare Advisory Partners LLC
12,295$1.3M0.0%ETFLowWest Chester, PA2026-10-21
Omega Financial Group, LLC
12,248$1.3M0.4%ETFVery LowSanta Barbara, CA2026-10-29
Plante Moran Financial Advisors, LLC
12,207$1.3M0.1%ETFVery LowSouthfield, MI2026-11-04
Argentarii, LLC
12,202$1.3M0.4%GrowthLowCincinnati, OH2026-10-28
WestHill Financial Advisors, Inc.
11,822$1.2M0.2%ETFVery LowSan Rafael, CA2026-10-14
MassMutual Private Wealth & Trust, FSB
11,420$1.2M0.0%CoreLowSpringfield, MA2026-10-05
Dynamic Advisor Solutions LLC
11,330$1.2M0.0%ETFLowPhoenix, AZ2026-10-13
McAdam, LLC
11,246$1.2M0.0%ETFLowPhiladelphia, PA2026-10-21
XY Planning Network, Inc.
11,178$1.2M0.1%ETFLowBozeman, MT2026-10-14
Pittenger & Anderson Inc
11,134$1.1M0.0%CoreLowLincoln, NE2026-11-02
LexAurum Advisors, LLC
10,934$1.1M0.1%ETFLowOverland Park, KS2026-10-19
Diversify Advisory Services, LLC
10,927$1.1M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
10,927$1.1M0.0%GrowthMediumSandy, UT2026-10-20
Higgins & Schmidt Wealth Strategies LLC
10,860$1.1M0.5%ETFLowDenver, CO2026-10-26
Aprio Wealth Management, LLC
10,735$1.1M0.1%ETFMediumAtlanta, GA2026-10-28
Orin Green Financial, LLC
10,725$1.1M0.4%ETFVery LowSan Diego, CA2026-10-19
Diversified Enterprises, LLC
10,687$1.1M0.1%ETFVery LowWilmington, DE2026-10-19
Ipsen Advisor Group LLC
10,592$1.1M0.7%ETFLowLittle Rock, AR2026-10-29
Cambridge Financial Group, LLC
10,576$1.1M0.3%ETFLowTucson, AZ2026-10-06
Presilium Private Wealth, LLC
10,563$1.1M0.2%ETFVery LowRadnor, PA2026-10-26
Quadrant Capital Group LLC
10,468$1.1M0.0%CoreLowCincinnati, OH2026-10-20
Foster Group, Inc.
10,453$1.1M0.0%ETFVery LowUrbandale, IA2026-10-13
Asset Dedication, LLC
10,424$1.1M0.1%ETFLowSan Francisco, CA2026-11-03
Onyx Bridge Wealth Group LLC
10,381$1.1M0.1%ETFMediumTarrytown, NY2026-10-16
Parcion Private Wealth LLC
10,298$1.1M0.1%CoreMediumBellevue, WA2026-10-28
Sigma Investment Counselors Inc
10,193$1.1M0.0%ETFLowNorthville, MI2026-10-27
Capital Advantage, Inc.
10,175$1.0M0.1%ETFMediumWalnut Creek, CA2026-10-14
Wealth Analytics Partners, LLC
10,175$1.0M0.4%ETFVery LowSan Diego, CA2026-10-19
Daiwa Securities Group Inc.
10,160$1.0M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Concurrent Investment Advisors, LLC
10,154$1.0M0.0%GrowthMediumTampa, FL2026-10-16
Private Wealth Management Group, LLC
10,059$1.0M0.2%ETFLowPrinceton, NJ2026-10-19
Regatta Capital Group, LLC
9,902$1.0M0.1%ETFLowEl Segundo, CA2026-10-23
ERn Financial, LLC
9,775$1.0M0.2%ETFVery LowMiddleton, WI2026-10-28
MGO One Seven LLC
9,654$994.8K0.0%GrowthLowBeachwood, OH2026-10-28
Financial Planning Fort Collins, LLC
9,327$961.2K0.7%ETFVery LowFort Collins, CO2026-10-16
SAX Wealth Advisors, LLC
9,267$955.0K0.0%ETFVery LowParsippany, NJ2026-10-13
Shepherd Financial Partners LLC
9,260$954.2K0.1%ETFLowWinchester, MA2026-11-03
Walkner Condon Financial Advisors LLC
9,200$948.0K0.1%ETFLowVerona, WI2026-11-02
PDS Planning, Inc
8,779$904.6K0.1%IndexVery LowDublin, OH2026-11-03
Birch Hill Investment Advisors LLC
8,683$894.8K0.0%CoreVery LowBoston, MA2026-10-16
Horst & Graben Wealth Management LLC
8,631$889.5K0.1%ETFMediumPortland, OR2026-11-02
Great Diamond Partners, LLC
8,594$885.6K0.1%CoreMediumPortland, ME2026-10-13
Montecito Bank & Trust
8,554$881.5K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Bell Investment Advisors, Inc
8,440$869.7K0.1%ETFVery LowOrinda, CA2026-10-29
Zenith Solutions, Inc.
8,337$859.1K0.8%ETFN/APhiladelphia, PA2026-10-19
Peak Financial Management, Inc.
8,260$851.3K0.2%ETFVery LowWellesley, MA2026-10-16
Aspiriant, LLC
8,239$849.0K0.0%ETFVery LowLos Angeles, CA2026-10-16
Gerber Kawasaki Wealth & Investment Management
8,086$833.3K0.0%ETFLowSanta Monica, CA2026-10-29
Fingerlakes Wealth Management, Inc.
7,990$823.3K0.4%ETFVery LowIthaca, NY2026-11-04
Courier Capital LLC
7,854$809.3K0.0%ETFLowBuffalo, NY2026-10-19
Flagship Harbor Advisors, LLC
7,760$799.6K0.0%ETFMediumBoston, MA2026-10-26
Wedmont Private Capital
7,680$781.8K0.0%IndexVery LowWest Chester, PA2026-10-09
Symmetry Partners, LLC
7,656$789.0K0.0%ETFLowGlastonbury, CT2026-10-27
Brighton Jones LLC
7,652$788.6K0.0%CoreVery LowSeattle, WA2026-11-03
Level Financial Advisors
7,651$788.4K0.2%ETFLowEast Amherst, NY2026-10-13
Paulson Wealth Management Inc.
7,569$780.0K0.2%ETFLowWest Palm Beach, FL2026-11-02
Sharper & Granite LLC
7,302$698.2K0.2%ETFLowEl Segundo, CA2026-11-02
Associated Banc-Corp
7,277$749.9K0.0%CoreLowGreen Bay, WI2026-10-30
WT Wealth Management
7,003$721.6K0.2%ETFMediumScottsdale, AZ2026-10-13
Aufman Associates Inc
7,003$721.6K0.3%ETFVery LowSewickley, PA2026-11-04
Aaron Wealth Advisors LLC
6,975$718.9K0.0%GrowthMediumChicago, IL2026-10-13
Sage Financial Group Inc
6,972$718.5K0.0%ETFVery LowW. Conshohocken, PA2026-10-27
Private Trust Co NA
6,845$705.4K0.1%CoreLowCleveland, OH2026-10-20
Moller Wealth Partners
6,804$701.2K0.1%ETFVery LowNorthfield, IL2026-10-15
Founders Financial Securities LLC
6,727$693.2K0.0%ETFMediumTowson, MD2026-10-28
Matrix Asset Advisors Inc
6,578$677.9K0.1%ValueLowWhite Plains, NY2026-10-13
IFP Advisors, Inc
6,366$656.0K0.0%GrowthLowTampa, FL2026-10-16
RCS Financial Planning, LLC
6,319$651.1K0.4%ETFMediumAnnapolis, MD2026-10-14
Farrell Financial LLC
6,285$647.7K0.3%ETFVery LowOrchard Park, NY2026-10-16
CIBC Asset Management Inc
6,245$643.5K0.0%GARPLowToronto, South Africa2026-11-05
OpenArc Corporate Advisory, LLC
6,236$642.6K0.0%GrowthLowAtlanta, GA2026-10-21
Kestra Private Wealth Services, LLC
6,234$642.4K0.0%GrowthLowAustin, TX2026-10-30
Mogy Joel R Investment Counsel Inc
6,230$642.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-13
Morton Brown Family Wealth, LLC
6,229$641.9K0.1%ETFVery LowAllentown, PA2026-10-23
Able Financial Group, LLC
6,019$620.3K0.1%ETFLowScottsdale, AZ2026-10-14
Old Mission Investment Co LLC
6,000$618.3K0.1%ETFLowTraverse City, MI2026-10-22
Equita Financial Network, Inc.
5,943$612.4K0.2%ETFLowFort Washington, PA2026-10-19
Beacon Financial Planning, Inc
5,804$598.1K0.2%ETFVery LowHyannis, MA2026-11-04
Shotwell Rutter Baer Inc
5,788$596.5K0.3%ETFVery LowLansing, MI2026-10-14
AlphaCore Capital LLC
5,769$594.5K0.0%ETFLowLa Jolla, CA2026-11-04
Bangor Savings Bank
5,640$581.2K0.0%ETFLowBangor, ME2026-10-06
Ddfg, Inc
5,488$565.6K0.1%ETFLowThousand Oaks, CA2026-10-15
Leverty Financial Group, LLC
5,434$560.0K0.1%ETFVery LowHudson, WI2026-10-08
Wealth Enhancement Trust Services, Inc.
5,407$557.2K0.1%GrowthMediumSioux Falls, SD2026-10-07
TD Private Client Wealth LLC
5,399$556.4K0.0%ETFLowNew York, NY2026-10-28
DWR Wealth Management, LLC
5,304$550.3K0.4%ETFLowSan Jose, CA2026-10-13
North Berkeley Wealth Management, LLC
5,250$541.0K0.2%ETFMediumBerkeley, CA2026-11-02
BLB&B Advisors, LLC
5,215$537.4K0.0%ETFLowMontgomeryville, PA2026-10-27
Bigelow Investment Advisors, LLC
5,199$535.7K0.2%ETFLowPortland, ME2026-10-13
Curtis Advisory Group, LLC
5,057$521.1K0.1%ETFLowSanta Barbara, CA2026-10-28
SigFig Wealth Management, LLC
5,020$517.3K0.0%ETFLowSan Francisco, CA2026-10-07
Schmidt P J Investment Management Inc
4,977$512.9K0.1%GrowthVery LowCedarburg, WI2026-11-02
Sentinel Trust Co LBA
4,915$506.0K0.1%ETFVery LowHouston, TX2026-11-03
Sharkey, Howes & Javer
4,891$504.0K0.1%ETFMediumDenver, CO2026-10-22
United Asset Strategies, Inc.
4,865$501.3K0.0%GrowthLowGarden City, NY2026-10-28
Sherman Asset Management, Inc.
4,865$501.3K0.4%ETFLowVentura, CA2026-11-05
Valley National Advisers Inc
4,827$497.5K0.1%ETFLowBethlehem, PA2026-10-23
Affinity Capital Advisors, LLC
4,821$494.0K0.1%ETFLowBerkeley, CA2026-10-13
Sagespring Wealth Partners, LLC
4,753$489.8K0.0%ETFLowFranklin, TN2026-10-22
Veracity Capital LLC
4,680$482.2K0.1%GrowthLowAtlanta, GA2026-10-08
StoneX Group Inc.
4,662$487.8K0.0%ETFMediumNew York, NY2026-11-03
Compass Ion Advisors, LLC
4,622$476.3K0.0%ETFVery LowConshohocken, PA2026-10-23
Heritage Family Offices, LLP
4,614$475.5K0.2%GrowthHighScottsdale, AZ2026-11-02
Sage Mountain Advisors LLC
4,597$473.7K0.0%ETFLowAtlanta, GA2026-11-02
Morling Financial Advisors, LLC
4,584$472.4K0.1%ETFLowFremont, CA2026-10-28
Capital Management Associates, Inc
4,500$463.7K0.1%ETFLowMinneapolis, MN2026-10-20
Hughes Financial Services, LLC
4,466$462.3K0.1%ETFLowHerndon, VA2026-10-30
Pecaut & Co.
4,452$458.8K0.1%ETFLowSioux City, IA2026-10-27
AdvisorNet Financial, Inc
4,431$451.8K0.0%ETFLowMinnetonka, MN2026-10-15
Appleton Partners Inc
4,386$4520.0%GrowthLowBoston, MA2026-10-30
New England Private Wealth Advisors LLC
4,323$445.4K0.0%ETFVery LowWellesley, MA2026-10-19
Signature Estate & Investment Advisors LLC
4,309$444.1K0.0%ETFMediumLos Angeles, CA2026-10-13
Envision Financial LLC
4,264$439.4K0.2%ETFLowBrookfield, WI2026-10-15
Apollon Wealth Management, LLC
4,262$439.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Truefg, LLC
4,246$437.6K0.1%ETFVery LowCedar Park, TX2026-10-15
Focus Financial Network, Inc.
4,221$435.0K0.0%ETFLowMinneapolis, MN2026-10-14
Etesian Wealth Advisors, Inc.
4,220$434.9K0.1%ETFLowWest Linn, OR2026-10-27
Verus Capital Partners, LLC
4,130$425.6K0.0%GrowthLowScottsdale, AZ2026-11-03
Syntegra Private Wealth Group, LLC
4,125$425.1K0.0%ETFLowChesterfield, MO2026-10-13
Fulcrum Capital LLC
4,089$421.4K0.1%GrowthLowSeattle, WA2026-10-15
Opulen Financial Group LLC
4,080$420.4K0.3%ETFVery LowArlington, VA2026-10-22
CWC Advisors, Llc.
4,074$419.8K0.2%GARPLowLake Oswego, OR2026-10-15
Nautilus Advisors LLC
4,000$412.2K0.2%GrowthLowLa Jolla, CA2026-10-07
Villere ST Denis J & Co LLC
4,000$412.2K0.1%ValueVery LowNew Orleans, LA2026-11-04
Hanson & Doremus Investment Management
3,995$4120.0%CoreVery LowBurlington, VT2026-10-16
Krilogy Financial LLC
3,976$406.4K0.0%GrowthLowSt. Louis, MO2026-10-13
Warren Street Wealth Advisors, LLC
3,939$405.9K0.1%ETFMediumIrvine, CA2026-11-04
Gemmer Asset Management LLC
3,910$402.9K0.0%ETFLowWalnut Creek, CA2026-10-16
Stephenson & Company, Inc.
3,867$398.5K0.2%ETFVery LowSan Clemente, CA2026-10-30
JGP Wealth Management, LLC
3,866$398.4K0.0%CoreLowBend, OR2026-10-13
Confluence Wealth Services, Inc.
3,853$397.0K0.0%ETFVery LowMcmurray, PA2026-11-05
DWM Financial Group, Inc.
3,848$396.5K0.3%ETFN/APalatine, IL2026-10-28
Harbor Group, Inc.
3,823$393.9K0.0%ETFVery LowBedford, NH2026-10-14
Lido Advisors, LLC
3,807$392.3K0.0%GrowthLowLos Angeles, CA2026-11-04
True Link Financial Advisors, LLC
3,806$392.2K0.0%ETFLowSan Francisco, CA2026-10-27
Cassilly Financial Group LLC
3,740$385.4K0.3%ETFLowSeverna Park, MD2026-10-07
Wealth Dimensions Group, Ltd.
3,690$380.3K0.1%ETFLowCincinnati, OH2026-11-02
Hill Island Financial LLC
3,675$378.7K0.1%ETFLowGrand Rapids, MI2026-10-20
Lodestar Private Asset Management LLC
3,650$376.1K0.0%ETFLowAlamo, CA2026-10-26
Avior Wealth Management, LLC
3,574$368.3K0.0%ETFMediumOmaha, NE2026-10-13
Signaturefd, LLC
3,524$363.1K0.0%IndexLowAtlanta, GA2026-10-23
BridgePort Financial Solutions, LLC
3,522$362.9K0.1%ETFLowFairfield, IA2026-11-02
Marshall & Sterling Wealth Advisors Inc.
3,514$362.1K0.2%ETFMediumPoughkeepsie, NY2026-10-28
Motive Wealth Advisors
3,512$361.9K0.1%ETFVery LowBirmingham, MI2026-10-26
Financial Insights, Inc.
3,505$361.2K0.1%ETFLowTacoma, WA2026-10-27
Shum Financial Group, Inc.
3,491$359.8K0.2%GrowthVery LowAlameda, CA2026-10-13
American Financial & TAX Strategies Inc
3,370$347.3K0.2%ETFVery LowNew York, NY2026-10-16
Cornerstone Planning Group LLC
3,274$335.4K0.0%ETFMediumFairfield, NJ2026-10-16
Rossby Financial, LCC
3,167$326.4K0.0%ETFMediumMelbourne, FL2026-11-05
RFG Advisory, LLC
3,163$326.0K0.0%ETFMediumBirmingham, AL2026-11-03
Avantax Planning Partners, Inc.
3,146$324.2K0.0%ETFLowDubuque, IA2026-11-03
NorthCrest Asset Manangement, LLC
3,137$319.3K0.0%GrowthLowPlymouth, MN2026-10-13
Wealth Management Nebraska
3,111$320.6K0.0%ETFLowNorfolk, NE2026-10-26
Trust Co of Vermont
3,021$311.3K0.0%CoreVery LowBrattleboro, VT2026-10-21
Physician Wealth Advisors, Inc.
3,019$311.1K0.0%ETFMediumMidvale, UT2026-10-20
Lake Street Private Wealth, LLC
3,014$310.6K0.0%GrowthLowChicago, IL2026-10-22
First Hawaiian Bank
3,012$310.4K0.0%ETFVery LowHonolulu, HI2026-10-14
Nadler Financial Group, Inc.
2,975$306.6K0.0%ETFVery LowDeerfield, IL2026-10-23
Connecticut Wealth Management, LLC
2,971$306.2K0.0%ETFLowFarmington, CT2026-10-13
XML Financial, LLC
2,943$303.3K0.0%ETFLowBethesda, MD2026-10-29
CWS Financial Advisors, LLC
2,937$302.7K0.1%ETFVery LowKalamazoo, MI2026-10-16
Crusonia Wealth Advisors LLC
2,910$299.9K0.0%ETFVery LowDenver, CO2026-10-26
Well Done, LLC
2,846$293.3K0.0%ETFLowHolland, MI2026-10-20
BAR Harbor Wealth Management
2,803$288.8K0.0%CoreLowConcord, NH2026-10-21
Investment Research Partners LLC
2,801$288.6K0.1%CoreLowLemont, PA2026-10-19
Hoxton Planning & Management, LLC
2,755$283.9K0.1%ETFLowShepherdstown, WV2026-10-15
Avail Investment Partners, LLC
2,752$283.6K0.2%CoreMediumLemont, PA2026-10-16
WBH Advisory Inc
2,751$283.5K0.0%ETFLowBaltimore, MD2026-11-05
APS Management Group, Inc.
2,739$282.3K0.2%ETFMediumTorrance, CA2026-10-14
Elmwood Wealth Management, Inc.
2,714$279.7K0.1%ETFLowBerkeley, CA2026-10-14
SmartHarvest Portfolios, LLC
2,601$268.0K0.1%GrowthLowSeattle, WA2026-10-26
Prospera Financial Services Inc
2,578$264.9K0.0%CoreMediumDallas, TX2026-11-04
Murphy, Middleton, Hinkle & Parker, Inc.
2,576$265.5K0.1%CoreVery HighThomasville, GA2026-10-15
Rede Wealth, LLC
2,569$264.7K0.1%ValueMediumCharlottesville, VA2026-10-22
Busey Bank
2,560$263.8K0.0%GrowthVery LowUrbana, IL2026-10-26
EverSource Wealth Advisors, LLC
2,547$262.5K0.0%CoreMediumBirmingham, AL2026-11-04
WealthSpring Partners, LLC
2,528$260.5K0.3%ETFLowLong Beach, CA2026-10-14
NWF Advisory Services Inc.
2,524$260.1K0.0%GARPLowLos Angeles, CA2026-10-19
JSF Financial, LLC
2,506$258.3K0.0%ETFMediumLos Angeles, CA2026-10-22
Columbia Bank
2,469$254.4K0.1%GrowthLowLake Oswego, OR2026-10-29
Essex Bank
2,458$253.3K0.1%CoreLowEssex, CT2026-10-16
Stonebridge Financial Group, LLC
2,414$248.8K0.0%ETFMediumWormleysburg, PA2026-10-01
Chesley Taft & Associates LLC
2,405$247.8K0.0%CoreLowChicago, IL2026-10-13
Welch & Forbes LLC
2,396$246.9K0.0%CoreVery LowBoston, MA2026-11-04
Abundance Wealth Counselors
2,365$243.7K0.0%GrowthLowState College, PA2026-10-26
Financial Council, LLC
2,355$242.7K0.1%ETFVery LowTowson, MD2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
2,332$240.3K0.0%ETFMediumWoodbury, MN2026-10-13
Baker Tilly Wealth Management, LLC
2,330$240.1K0.0%GrowthLowMadison, WI2026-10-05
Midway Capital Research & Management
2,321$239.2K0.2%CoreVery LowChicago, IL2026-10-20
Kellett Wealth Advisors, LLC
2,295$236.5K0.1%ETFMediumCincinnati, OH2026-10-15
ARQ Wealth Advisors, LLC
2,282$235.2K0.0%ETFLowScottsdale, AZ2026-10-29
Sterling Investment Advisors LLC
2,271$234.0K0.1%ETFVery LowBolivar, MO2026-10-27
Navigation Group, LLC
2,268$233.7K0.0%ETFVery LowRedwood City, CA2026-10-28
Financial Futures Ltd Liability Co.
2,252$232.1K0.1%ETFLowBrielle, NJ2026-10-13
Howard Financial Services, Ltd.
2,244$231.3K0.0%ETFLowDallas, TX2026-10-15
Liberty Atlantic Advisors LLC
2,241$230.9K0.1%ETFLowOlympia, WA2026-10-14
ETF Portfolio Partners, Inc.
2,229$229.7K0.1%ETFVery LowLeawood, KS2026-10-22
Mengis Capital Management, Inc.
2,221$228.9K0.0%CoreLowPortland, OR2026-10-13
Patriot Investment Management Group, Inc.
2,218$228.5K0.0%ETFVery LowKnoxville, TN2026-10-15
Pekin Hardy Strauss, Inc.
2,210$227.7K0.0%ValueMediumChicago, IL2026-11-02
LifeGoal Investments, LLC
2,194$226.1K0.1%ETFLowSaratoga Springs, NY2026-10-09
GenWealth Group, Inc.
2,185$225.2K0.0%ETFMediumMaplewood, NJ2026-10-16
Armstrong, Fleming & Moore, Inc
2,178$224.4K0.1%GrowthVery LowWashington, DC2026-10-28
Fifth Third Wealth Advisors LLC
2,170$223.6K0.0%IndexVery LowCincinnati, OH2026-10-22
Grey Ledge Advisors, LLC
2,159$222.5K0.0%CoreLowGuilford, CT2026-11-02
First Affirmative Financial Network
2,137$220.2K0.0%CoreN/AColorado Springs, CO2026-10-21
Frankly Finances, LLC
2,130$219.5K0.2%ETFVery LowWinter Park, FL2026-10-28
Revolve Wealth Partners, LLC
2,122$218.7K0.0%ETFVery LowHackensack, NJ2026-10-23
Emergent Wealth Advisors, LLC
2,117$218.2K0.1%ETFMediumWilliamsville, NY2026-10-09
Snider Financial Group
2,116$218.1K0.1%GrowthLowBellevue, WA2026-10-16
Pension & Wealth Management Advisors, Inc.
2,111$217.6K0.0%ETFLowWaltham, MA2026-10-16
Argyle Capital Partners, LLC
2,107$217.1K0.1%CoreLowLos Angeles, CA2026-10-23
Kaizen Financial Strategies
2,100$216.4K0.1%ETFMediumCampbell, CA2026-10-09
Wolff Financial Management LLC
2,099$216.3K0.0%ETFVery LowKalamazoo, MI2026-10-23
One Wealth Capital Management, LLC
2,093$215.7K0.1%GrowthMediumScottsdale, AZ2026-10-23
Sowell Financial Services LLC
2,086$215.0K0.0%CoreLowNorth Little Rock, AR2026-10-23
Capital Advisors Wealth Management, LLC
2,077$214.1K0.0%ETFLowYakima, WA2026-10-09
Stewardship Advisors, LLC
2,070$213.3K0.0%ETFMediumMount Joy, PA2026-10-20
Clarity Asset Management, Inc.
2,041$210.3K0.1%ETFHighAmes, IA2026-10-14
Wedbush Securities Inc
2,032$2090.0%CoreLowPasadena, CA2026-10-22
Parkside Financial Bank & Trust
2,020$208.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Sweeney & Michel, LLC
1,999$206.0K0.1%ETFVery LowChico, CA2026-10-16
FC Advisory LLC
1,981$204.1K0.1%ETFVery LowWest Chester, PA2026-10-05
Investment Partners, Ltd.
1,978$203.8K0.0%ETFVery LowNew Philadelphia, OH2026-10-29
WPG Advisers, LLC
1,974$203.4K0.1%CoreLowBaltimore, MD2026-10-27
Foster Dykema Cabot & Partners, LLC
1,974$203.4K0.0%GrowthLowWaltham, MA2026-10-30
Curry Webb Wealth Management LLC
1,961$201.6K0.1%ETFLowIndianapolis, IN2026-10-22
Covestor Ltd
1,960$2020.0%ValueHighLondon, United Kingdom2026-10-30
Independent Financial Group, LLC
1,956$201.6K0.0%GrowthLowSan Diego, CA2026-10-13
Mallini Complete Financial Planning LLC
1,950$201.0K0.1%ETFMediumGainesville, FL2026-10-06
Finley Financial, LLC
1,830$186.8K0.1%ETFVery LowLas Vegas, NV2026-10-28
CoreCap Advisors, LLC
1,791$184.6K0.0%ETFMediumSouthfield, MI2026-10-08
Kennebec Savings Bank
1,378$142.0K0.1%CoreLowAugusta, ME2026-10-22
Root Financial Partners, LLC
1,310$135.0K0.0%ETFMediumEncinitas, CA2026-10-21
Princeton Global Asset Management LLC
1,297$133.7K0.0%GrowthLowPrinceton, NJ2026-10-21
Clean Yield Group
1,282$132.1K0.0%CoreLowNorwich, VT2026-10-28
Larson Financial Group LLC
1,249$128.7K0.0%GrowthLowSt Louis, MO2026-11-05
Lanark Financial, Inc.
1,199$123.6K0.0%CoreMediumBirmingham, AL2026-10-26
TD Waterhouse Canada Inc.
1,198$122.1K0.0%CoreLowToronto, Australia2026-10-16
Gen-Wealth Partners Inc
1,049$108.1K0.0%CoreLowZeeland, MI2026-11-04
Concord Wealth Partners
967$99.6K0.0%GrowthLowAbingdon, VA2026-11-02
Key FInancial Inc
937$96.6K0.0%ETFLowWest Chester, PA2026-11-02
Angeles Wealth Management, LLC
931$96.0K0.0%ETFLowSanta Monica, CA2026-10-26
Hurley Capital, LLC
929$95.7K0.0%GARPMediumNew York, NY2026-11-05
Trust Co
895$92.2K0.0%ETFVery LowManhattan, KS2026-10-09
MJT & Associates Financial Advisory Group, Inc.
796$82.0K0.1%ETFLowMontevideo, MN2026-10-07
Bfsg, LLC
783$80.7K0.0%CoreLowIrvine, CA2026-10-30
StrongBox Wealth, LLC
775$79.9K0.0%GrowthLowLee'S Summit, MO2026-11-02
4Thought Financial Group Inc.
731$75.3K0.0%ETFLowSyosset, NY2026-11-02
American National Bank & Trust
725$74.7K0.0%CoreVery LowWichita Falls, TX2026-10-07
Redwood Park Advisors LLC
711$73.3K0.0%ETFVery LowRedwood City, CA2026-11-02
Cape Investment Advisory, Inc.
707$72.9K0.0%ETFLowMcdonough, GA2026-10-13
Archer Investment Corp
685$70.6K0.0%CoreMediumCarmel, IN2026-11-05
Pacific Center for Financial Services
673$69.4K0.0%ETFMediumDanville, CA2026-10-15
Harbor Asset Planning, Inc.
670$69.0K0.1%ETFVery LowBelmont, MA2026-10-23
DT Investment Partners, LLC
670$69.0K0.0%ETFVery LowChadds Ford, PA2026-10-27
Pacifica Partners Inc.
643$65.6K0.0%CoreLowSurrey, South Africa2026-10-09
Triumph Capital Management
609$62.8K0.0%ETFMediumDenver, CO2026-10-14
Your Advocates Ltd., LLP
577$59.4K0.0%ETFLowHouston, TX2026-11-03
Center for Financial Planning, Inc.
549$56.6K0.0%ETFLowSouthfied, MI2026-10-26
First Horizon Corp
537$55.3K0.0%CoreLowMemphis, TN2026-10-26
JFS Wealth Advisors, LLC
518$53.4K0.0%ETFVery LowHermitage, PA2026-11-03
Blueline Advisors LLC
477$49.1K0.0%ETFLowExeter, NH2026-10-15
Downshift Financial, LLC
427$44.0K0.0%ETFLowBoulder, CO2026-10-13
Harbor Investment Advisory, LLC
418$43.1K0.0%GrowthLowLutherville, MD2026-10-13
North Star Investment Management Corp.
367$37.8K0.0%CoreLowChicago, IL2026-10-27
Creative Capital Management Investments LLC
321$33.1K0.0%ETFLowSan Diego, CA2026-10-28
Rossmore Private Capital
300$30.9K0.0%CoreLowGlastonbury, CT2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
297$30.6K0.0%GrowthVery LowBoston, MA2026-10-23
Farmers & Merchants Investments Inc
232$23.9K0.0%CoreVery LowLincoln, NE2026-10-22
Investors Research Corp
217$22.4K0.0%ETFLowAtlanta, GA2026-10-07
Centerpoint Advisors, LLC
190$200.0%ETFVery LowNeedham, MA2026-11-05
Gamma Investing LLC
176$18.1K0.0%IndexVery LowFoster City, CA2026-10-08
Buck Wealth Strategies, LLC
175$18.1K0.0%ValueMediumDenver, CO2026-10-28
United Financial Planning Group LLC
169$17.4K0.0%ETFHighHauppauge, NY2026-11-04
Bokf, NA
160$16.5K0.0%CoreLowTulsa, OK2026-10-27
Nfsg Corp
157$16.2K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
CX Institutional
157$160.0%CoreMediumAuburn, IN2026-10-02
Decker Retirement Planning Inc.
141$14.5K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Birch Financial Group, LLC
139$14.3K0.0%CoreLowKeene, NH2026-10-27
Abound Wealth Management
134$13.9K0.0%ETFVery LowFranklin, TN2026-10-26
Balance Wealth Partners LLC
118$12.2K0.0%ETFMediumWorthington, OH2026-10-27
Signature Resources Capital Management, LLC
99$10.2K0.0%ETFLowNewport Beach, CA2026-10-16
Cherry Tree Wealth Management, LLC
89$9.2K0.0%ETFVery LowMinnetonka, MN2026-10-15
First Bancorp, Inc
82$8.5K0.0%ValueVery LowDamariscotta, ME2026-10-26
Blue Trust, Inc.
79$8.2K0.0%ETFLowBrentwood, TN2026-10-15
Spire Wealth Management
75$7.7K0.0%GrowthMediumMclean, VA2026-10-30
West Branch Capital LLC
61$6.3K0.0%GrowthVery LowAmherst, MA2026-10-20
Toth Financial Advisory Corp
59$6.0K0.0%CoreLowLeesburg, VA2026-10-08
Evermay Wealth Management LLC
55$5.7K0.0%ETFLowArlington, VA2026-11-05
Provenance Wealth Advisors, LLC
52$5.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Horizons Wealth Management
47$4.8K0.0%ETFLowAsheville, NC2026-10-05
Trust Co of Toledo NA
44$4.5K0.0%GrowthVery LowHolland, OH2026-10-16
Canton Hathaway, LLC
43$4.4K0.0%ValueLowProvidence, RI2026-10-23
Lodestone Wealth Management LLC
41$4.2K0.0%CoreLowSpokane, WA2026-10-14
Barrett & Company, Inc.
27$2.8K0.0%ETFLowProvidence, RI2026-10-22
Portfolio Resources Advisor Group, Inc.
14$1.4K0.0%ETFMediumCoral Gables, FL2026-10-20
Creative Financial Designs Inc
13$1.3K0.0%ETFMediumKokomo, IN2026-11-04
Hilton Head Capital Partners, LLC
11$1.1K0.0%CoreMediumHilton Head Island, SC2026-10-23
Key Capital Management, Inc
9$9270.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Davis Capital Management
9$9270.0%CoreLowJacksonville, FL2026-10-08
Silver Grove Financial Group, Inc.
6$5700.0%CoreMediumOrchard Park, NY2026-11-05
SBI Securities Co., Ltd.
1$1030.0%Agg GrowthLowTokyo, Mexico2026-10-22