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Ishares Intl Aggregate Bond (IAGG)

CUSIP: 46435G672 | NYSE | 1237 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.11,697,2474.9%+687,036Sep 30, 202616,434,463 sh (Jun 30, 2026)
13G/ABlackRock, Inc.11,697,247
4.9% of class · Sep 30, 2026+687,036
16,434,463 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Matson Money. Inc.10,506,303
14.5% of portfolio›$516.9M
WealthNavi Inc.7,341,257
0.1% of portfolio›$361.2K
Nationwide Fund Advisors5,470,181
11.6% of portfolio›$269.1M
Mather Group, Llc.2,586,246
1.1% of portfolio›$127.2M
Assetmark, Inc2,398,261
0.2% of portfolio›$118.0M
Exchange Traded Concepts, LLC1,976,397
0.4% of portfolio›$97.2M
Creative Planning1,874,673
0.1% of portfolio›$92.2M
Commonwealth Equity Services, LLC1,819,079
0.1% of portfolio›$89.5M
One Way Holdings LLC1,145,188
2.5% of portfolio›$56.3M
Prime Capital Investment Advisors, LLC1,115,625
0.5% of portfolio›$54.9M
Apella Capital, LLC1,071,533
0.7% of portfolio›$52.6M
Mirae Asset Global Investments Co., Ltd.1,067,550
0.1% of portfolio›$52.5M
True Link Financial Advisors, LLC951,195
2.7% of portfolio›$46.8M
Kestra Investment Management, LLC831,753
0.8% of portfolio›$40.9M
Cahaba Wealth Management, Inc.652,368
1.9% of portfolio›$32.1M
Amarillo National Bank637,451
5.1% of portfolio›$31.4M
Boston Standard Wealth Management, LLC548,060
3.9% of portfolio›$27.0M
Modera Wealth Management, LLC511,919
0.3% of portfolio›$25.2M
Apollon Wealth Management, LLC482,844
0.3% of portfolio›$23.8M
Penobscot Wealth Management431,590
5.5% of portfolio›$21.2M
Dorval Corp395,461
5.6% of portfolio›$19.5M
Landmark Wealth Management, Inc.384,312
6.3% of portfolio›$18.9M
Mason & Associates, LLC380,783
3.9% of portfolio›$18.7M
NYL Investors LLC342,892
6.8% of portfolio›$16.9M
Tectonic Advisors LLC327,808
0.7% of portfolio›$16.1M
PDS Planning, Inc301,837
0.8% of portfolio›$14.9M
Occidental Asset Management, LLC300,894
1.3% of portfolio›$14.8M
Values Added Financial LLC298,296
5.2% of portfolio›$14.7M
Cambridge Investment Research Advisors, Inc.277,391
0.0% of portfolio›$13.6K
BIP Wealth, LLC271,396
0.4% of portfolio›$13.4M
IFP Advisors, Inc260,450
0.2% of portfolio›$12.8M
Trinity Wealth Management, LLC251,748
3.9% of portfolio›$12.4M
Vise Technologies, Inc.236,334
0.1% of portfolio›$11.6M
Bank of New York Mellon Corp208,176
0.0% of portfolio›$10.2M
KWB Wealth203,972
0.9% of portfolio›$10.0M
SAX Wealth Advisors, LLC191,551
0.3% of portfolio›$9.4M
Kestra Advisory Services, LLC177,329
0.0% of portfolio›$8.7M
Brooklyn FI, LLC171,763
1.3% of portfolio›$8.6M
Shepherd Financial Partners LLC166,879
0.7% of portfolio›$8.2M
Appleton Partners Inc159,168
0.0% of portfolio›$7.8K
New Capital Management LP156,323
1.7% of portfolio›$7.7M
Investment Partners, Ltd.153,497
1.2% of portfolio›$7.6M
Robinswood Financial LLC146,039
2.2% of portfolio›$7.2M
Discipline Wealth Solutions, LLC145,054
0.6% of portfolio›$7.1M
Kopp Family Office, LLC138,982
0.0% of portfolio›$41.3K
Greenspring Advisors, LLC137,927
0.3% of portfolio›$6.8M
Hughes Financial Services, LLC134,088
0.8% of portfolio›$6.6M
Farther Finance Advisors, LLC130,328
0.0% of portfolio›$6.4M
Moneywise, Inc.129,022
6.0% of portfolio›$6.3M
15 Wealth Advisors LLC126,724
1.6% of portfolio›$6.2M
Kooman & Associates124,379
1.6% of portfolio›$6.1M
Wiser Wealth Management, Inc120,629
1.1% of portfolio›$5.9M
Aletheian Wealth Advisors LLC119,293
2.4% of portfolio›$5.9M
Avantax Planning Partners, Inc.112,466
0.1% of portfolio›$5.5M
Arkansas Financial Group, Inc.112,019
0.7% of portfolio›$5.5M
Orin Green Financial, LLC111,322
2.1% of portfolio›$5.5M
Blue Trust, Inc.110,221
0.1% of portfolio›$5.4M
Xena Financial Planning, LLC109,935
5.2% of portfolio›$5.4M
Cordoba Advisory Partners LLC104,367
0.6% of portfolio›$5.1M
Lodestar Private Asset Management LLC104,180
0.4% of portfolio›$5.1M
Procyon Advisors, LLC101,797
0.2% of portfolio›$5.0M
Phillips Financial Management, LLC100,232
0.4% of portfolio›$4.9M
Park Avenue Securities LLC98,942
0.0% of portfolio›$4.9K
Allstreet Capital Advisors LLC92,295
3.0% of portfolio›$4.5M
Balance Wealth Partners LLC91,998
1.1% of portfolio›$4.5M
Advus Financial Partners, LLC88,502
1.2% of portfolio›$4.4M
Legacy Wealth Partners, LLC88,390
0.9% of portfolio›$4.3M
Elevated Financial Group LLC84,131
1.2% of portfolio›$4.1M
Hidden Cove Wealth Management, LLC82,583
2.2% of portfolio›$4.1M
JGP Wealth Management, LLC81,596
0.4% of portfolio›$4.0M
Bannerman Wealth Management Group, LLC78,203
2.2% of portfolio›$3.8M
Paragon Advisors, LLC77,494
0.7% of portfolio›$3.8M
Factor Wealth Management LTD75,785
0.6% of portfolio›$3.7M
Parallel Advisors, LLC73,138
0.0% of portfolio›$3.6M
Thrivent Financial for Lutherans72,091
0.0% of portfolio›$3.5M
Camelot Technology Advisors, Inc.71,016
2.3% of portfolio›$3.5M
FC Advisory LLC70,136
0.9% of portfolio›$3.5M
Golden State Wealth Management, LLC69,710
0.3% of portfolio›$3.4M
Truist Financial Corp68,778
0.0% of portfolio›$3.4M
Dynamic Advisor Solutions LLC67,358
0.1% of portfolio›$3.3M
Eclectic Associates Inc67,135
0.4% of portfolio›$3.3M
Tsfg, LLC67,005
0.0% of portfolio›$3.3K
AlphaStar Capital Management, LLC62,704
0.2% of portfolio›$3.1M
Allegheny Financial Group62,518
0.3% of portfolio›$3.1M
Sage Rhino Capital LLC62,402
0.5% of portfolio›$3.1M
Hunter Associates Investment Management LLC62,082
0.0% of portfolio›$3.1K
Wealth Enhancement Advisory Services, LLC61,510
0.0% of portfolio›$3.0M
Patriot Investment Management Group, Inc.59,946
0.2% of portfolio›$2.9M
Synergy Asset Management, LLC57,846
0.3% of portfolio›$2.8M
Grove Street Fiduciary, LLC56,861
1.3% of portfolio›$2.8M
May Hill Capital, LLC54,780
0.5% of portfolio›$2.7M
VestGen Advisors, LLC54,414
0.1% of portfolio›$2.7M
Revisor Wealth Management LLC52,912
0.6% of portfolio›$2.6M
Annex Advisory Services, LLC52,510
0.0% of portfolio›$2.6M
Breakwater Investment Management52,492
0.9% of portfolio›$2.6M
Wealth Advisory Solutions, LLC51,410
0.5% of portfolio›$2.5M
MGO One Seven LLC51,350
0.0% of portfolio›$2.5M
Stonekeep Investments, LLC50,605
1.4% of portfolio›$2.5M
Wedmont Private Capital49,593
0.1% of portfolio›$2.4M
Columbus Macro, LLC48,929
0.2% of portfolio›$2.4M
BlueSky Wealth Advisors, LLC48,359
0.3% of portfolio›$2.4M
Livet Wealth, LLC47,332
1.3% of portfolio›$2.3M
Northern Lights Advisors, Inc.47,174
1.2% of portfolio›$2.3M
Prosperity Planning, Inc.44,033
0.5% of portfolio›$2.2M
NBT Bank, N.A.43,746
0.1% of portfolio›$2.2M
Worth Asset Management, LLC43,660
0.6% of portfolio›$2.1M
Keybank National Association43,597
0.0% of portfolio›$2.1M
Corepath Wealth Partners LLC43,422
1.5% of portfolio›$2.1M
Kestra Private Wealth Services, LLC42,949
0.0% of portfolio›$2.1M
Tenret Co LLC42,180
0.9% of portfolio›$2.1M
City State Bank41,820
0.5% of portfolio›$2.1M
PFG Advisors41,066
0.1% of portfolio›$2.0M
Alterna Wealth Management, Inc40,233
1.1% of portfolio›$2.0M
Bfsg, LLC39,252
0.2% of portfolio›$1.9M
Center For Asset Management LLC39,007
0.9% of portfolio›$1.9M
Exchange Bank37,288
1.1% of portfolio›$1.8M
Veratis Advisors, Inc.36,892
1.4% of portfolio›$1.8M
Braun-Bostich & Associates Inc.36,861
1.0% of portfolio›$1.8M
Capital Investment Advisors, LLC35,770
0.0% of portfolio›$1.8M
Horizons Wealth Management35,339
1.1% of portfolio›$1.7M
Blossom Wealth Management33,803
2.2% of portfolio›$1.7M
RHS Financial, LLC32,400
0.5% of portfolio›$1.6M
Friedenthal Financial32,052
0.7% of portfolio›$1.6M
Prospect Financial Group LLC30,476
1.3% of portfolio›$1.5M
Myecfo, LLC30,030
0.6% of portfolio›$1.5M
Endeavor Private Wealth, Inc.28,479
0.3% of portfolio›$1.4M
Apollon Financial, LLC27,594
0.2% of portfolio›$1.4M
Clear Creek Financial Management, LLC26,209
0.1% of portfolio›$1.3M
Fifth Third Securities, Inc.26,114
0.1% of portfolio›$1.3M
Valpey Financial Services, LLC25,853
0.8% of portfolio›$1.3M
LexAurum Advisors, LLC25,239
0.1% of portfolio›$1.2M
Aspen Wealth Management LLC25,041
0.2% of portfolio›$1.2M
Cullen T Bankers, Inc.24,513
0.0% of portfolio›$1.2M
Merkkuri Wealth Advisors LLC23,973
0.7% of portfolio›$1.2M
Stanich Group LLC23,657
0.6% of portfolio›$1.2M
Zenith Solutions, Inc.23,449
1.0% of portfolio›$1.2M
Comprehensive Wealth Management, LLC22,821
0.5% of portfolio›$1.1M
MilWealth Group LLC22,594
0.2% of portfolio›$1.1M
Ackerman Capital Advisors, LLC22,490
0.2% of portfolio›$1.1M
Financial Planning Navigators Corp21,929
0.4% of portfolio›$1.1M
Bear Mountain Capital, Inc.21,829
0.3% of portfolio›$1.1M
Hennion & Walsh Asset Management, Inc.20,224
0.0% of portfolio›$995.0K
Beacon Financial Advisory LLC20,164
0.2% of portfolio›$992.1K
Financial Architects, LLC20,155
0.5% of portfolio›$991.6K
Grey Fox Wealth Advisors, LLC19,210
0.1% of portfolio›$945.1K
Intergy Private Wealth, LLC19,026
0.2% of portfolio›$936.1K
Unify Financial Advisors18,871
0.9% of portfolio›$928.4K
Sharkey, Howes & Javer18,791
0.1% of portfolio›$924.5K
Capital Wealth Management, LLC18,363
0.2% of portfolio›$903.5K
Droms Strauss Advisors Inc17,897
0.2% of portfolio›$880.6K
McKinley Carter Wealth Services, Inc.17,827
0.0% of portfolio›$877.1K
American Financial & TAX Strategies Inc17,368
0.4% of portfolio›$854.5K
Summit Financial Strategies, Inc.16,992
0.1% of portfolio›$836.0K
Charles Schwab Trust Co16,937
0.0% of portfolio›$833.3K
Rinkey Investments16,658
0.2% of portfolio›$819.6K
Magnus Financial Group LLC16,535
0.1% of portfolio›$813.5K
Vested Financial Planning, LLC16,219
0.6% of portfolio›$798.0K
Polaris Investment Advisors, LLC16,036
0.5% of portfolio›$789.0K
Global View Capital Management LLC15,759
0.2% of portfolio›$775.3K
CGN Advisors LLC15,349
0.1% of portfolio›$755.2K
GuidedMoney, LLC15,187
0.3% of portfolio›$747.2K
Retirement Investment Advisors, Inc.14,976
0.1% of portfolio›$736.8K
Old National Bancorp14,649
0.0% of portfolio›$720.7K
Sowell Financial Services LLC14,497
0.0% of portfolio›$713.3K
Finley Financial, LLC14,460
0.3% of portfolio›$708.3K
Glass Jacobson Investment Advisors llc14,005
0.2% of portfolio›$689.0K
Curtis Advisory Group, LLC14,004
0.1% of portfolio›$689.0K
Burns Matteson Capital Management, LLC13,691
0.2% of portfolio›$673.6K
Asset One Wealth Management LLC13,661
0.1% of portfolio›$672.1K
Aspect Partners, LLC13,045
0.2% of portfolio›$641.8K
Concurrent Investment Advisors, LLC12,381
0.0% of portfolio›$609.1K
Orba Wealth Advisors, L.L.C.12,336
0.5% of portfolio›$606.9K
Compound Planning, Inc.11,716
0.0% of portfolio›$576.4K
Daymark Wealth Partners, LLC11,672
0.0% of portfolio›$574.3K
Tarbox Family Office, Inc.11,449
0.1% of portfolio›$563.3K
Winnacle Wealth LLC11,122
0.4% of portfolio›$547.2K
Ascentis Independent Advisors11,065
0.0% of portfolio›$544.4K
International Assets Investment Management, LLC10,990
0.0% of portfolio›$538.3K
Ascent Group, LLC10,918
0.0% of portfolio›$537.2K
Riverbend Wealth Management, LLC10,814
0.2% of portfolio›$532.0K
Firethorn Wealth Partners, LLC10,810
0.2% of portfolio›$531.8K
PW Nova Financial Services LLC10,713
0.1% of portfolio›$527.1K
Golden Bell Financial Planning LLC10,572
0.4% of portfolio›$520.1K
Richmond Investment Services, LLC10,451
0.2% of portfolio›$514.2K
Pinion Investment Advisors, LLC10,450
0.1% of portfolio›$514.1K
Acorn Financial Advisory Services Inc10,433
0.1% of portfolio›$513.3K
Titleist Asset Management, LLC10,252
0.0% of portfolio›$504.4K
Choreo, LLC9,833
0.0% of portfolio›$483.8K
Simplicity Wealth,LLC9,400
0.0% of portfolio›$462.5K
Physician Wealth Solutions Inc.9,347
0.2% of portfolio›$459.9K
Sharper & Granite LLC9,289
0.2% of portfolio›$464.8K
Carter Financial Group, Inc.9,029
0.2% of portfolio›$444.2K
4J Wealth Management LLC8,866
0.2% of portfolio›$436.2K
Mcdonald Partners LLC8,296
0.1% of portfolio›$408.2K
Clark Asset Management, LLC8,264
0.0% of portfolio›$406.6K
Manuka Financial, LLC8,216
0.2% of portfolio›$404.2K
Swmg, LLC8,004
0.1% of portfolio›$395.4K
Insight Wealth Strategies, LLC7,992
0.0% of portfolio›$393.2K
CFG Wealth Management Services, Inc.7,834
0.4% of portfolio›$383.7K
W.H. Cornerstone Investments Inc.7,828
0.2% of portfolio›$385.2K
Private Trust Co NA7,747
0.0% of portfolio›$381.2K
AdvisorNet Financial, Inc7,571
0.0% of portfolio›$372.7K
Atria Investments, Inc7,473
0.0% of portfolio›$367.7K
Verus Capital Partners, LLC7,458
0.0% of portfolio›$366.9K
IVC Wealth Advisors LLC7,444
0.1% of portfolio›$366.2K
Bigelow Investment Advisors, LLC7,435
0.1% of portfolio›$365.8K
Morton Brown Family Wealth, LLC7,299
0.1% of portfolio›$359.1K
Sanchez Gaunt Capital Management, LLC7,265
0.2% of portfolio›$357.4K
Integrity Advisory Solutions, LLC7,084
0.0% of portfolio›$348.5K
E6 Portfolios, LLC7,071
0.3% of portfolio›$347.9K
Omni 360 Wealth, Inc.6,970
0.2% of portfolio›$342.9K
Sensenig Capital Advisors, Inc6,871
0.3% of portfolio›$338.1K
Hoxton Planning & Management, LLC6,863
0.1% of portfolio›$337.7K
Ashton Thomas Private Wealth, LLC6,380
0.0% of portfolio›$313.9K
ASL Financial, LLC6,259
0.2% of portfolio›$307.9K
RBA Wealth Management, LLC6,024
0.1% of portfolio›$296.4K
Larson Financial Group LLC5,991
0.0% of portfolio›$294.8K
Independent Wealth Network Inc.5,929
0.1% of portfolio›$291.7K
Mann Financial Group, Inc.5,738
0.2% of portfolio›$282.3K
Quad-Cities Investment Group, LLC5,721
0.1% of portfolio›$281.5K
Avion Wealth5,699
0.4% of portfolio›$280.0K
Cassilly Financial Group LLC5,616
0.2% of portfolio›$276.3K
J.W. Cole Advisors, Inc.5,604
0.0% of portfolio›$275.7K
MSH Capital Advisors LLC5,527
0.0% of portfolio›$271.9K
NTV Asset Management LLC5,511
0.0% of portfolio›$271.1K
M Holdings Securities, Inc.5,361
0.1% of portfolio›$264.0K
Global Financial Private Client, LLC5,316
0.1% of portfolio›$261.5K
Ashton Thomas Securities, LLC5,283
0.0% of portfolio›$259.9K
Fifth Third Bancorp5,262
0.0% of portfolio›$258.9K
Archer Investment Management, LLC5,259
0.1% of portfolio›$258.7K
Creative Financial Designs Inc5,259
0.0% of portfolio›$258.7K
Asempa Wealth Advisors5,173
0.2% of portfolio›$253.4K
Spire Wealth Management5,167
0.0% of portfolio›$254.2K
Accurate Wealth Management, LLC5,082
0.0% of portfolio›$249.9K
Regent Peak Wealth Advisors LLC5,033
0.0% of portfolio›$247.6K
StoneX Group Inc.4,955
0.0% of portfolio›$245.2K
Focused Alpha, LLC4,798
0.1% of portfolio›$236.0K
Indivisible Partners4,700
0.0% of portfolio›$231.2K
Avant Financial Advisors LLC4,679
0.1% of portfolio›$230.2K
Stewardship Advisors, LLC4,668
0.0% of portfolio›$229.7K
SigFig Wealth Management, LLC4,544
0.0% of portfolio›$223.6K
Tempus Wealth Planning, LLC4,543
0.0% of portfolio›$223.5K
Csenge Advisory Group4,517
0.0% of portfolio›$222.2K
RFG Advisory, LLC4,258
0.0% of portfolio›$209.5K
Latitude Advisors, LLC4,233
0.1% of portfolio›$208.3K
Family Investment Center, Inc.4,085
0.0% of portfolio›$201.0K
Beacon Financial Group4,077
0.0% of portfolio›$200.6K
EverSource Wealth Advisors, LLC3,715
0.0% of portfolio›$182.8K
GK Wealth Management LLC3,349
0.1% of portfolio›$164.8K
Heritage Family Offices, LLP3,084
0.1% of portfolio›$151.7K
North Star Investment Management Corp.2,905
0.0% of portfolio›$142.9K
AlphaCore Capital LLC2,900
0.0% of portfolio›$142.7K
KFG LLC2,648
0.1% of portfolio›$130.3K
Rossby Financial, LCC2,574
0.0% of portfolio›$126.7K
Mosley Wealth Management2,486
0.0% of portfolio›$122.6K
Financial Consulate, Inc2,189
0.0% of portfolio›$107.7K
Y.D. More Investments Ltd2,150
0.0% of portfolio›$105.8K
Citigroup Inc2,054
0.0% of portfolio›$101.1K
Stone House Investment Management, LLC2,012
0.0% of portfolio›$99.0K
Lanark Financial, Inc.1,992
0.0% of portfolio›$98.0K
CoreCap Advisors, LLC1,925
0.0% of portfolio›$94.7K
Hanson & Doremus Investment Management1,917
0.0% of portfolio›$94
Fairway Wealth LLC1,575
0.0% of portfolio›$77.5K
US Bancorp \de\1,551
0.0% of portfolio›$76.3K
Signature Equity Partners, LLC1,426
0.0% of portfolio›$70.2K
TD Waterhouse Canada Inc.1,398
0.0% of portfolio›$68.4K
Horizon Financial Services, LLC1,321
0.0% of portfolio›$65.0K
Yankcom Partnership1,288
0.0% of portfolio›$63.4K
Portfolio Resources Advisor Group, Inc.1,133
0.0% of portfolio›$55.7K
Kroeger Financial Partners1,028
0.1% of portfolio›$50.6K
Richardson Financial Services Inc.991
0.0% of portfolio›$48.8K
TFC Financial Management, Inc.786
0.0% of portfolio›$38.7K
Fairscale Capital, LLC715
0.0% of portfolio›$35.4K
SBI Securities Co., Ltd.609
0.0% of portfolio›$30.0K
Archer Investment Corp590
0.0% of portfolio›$29.0K
Jnba Financial Advisors466
0.0% of portfolio›$22.9K
Pacific Center for Financial Services454
0.0% of portfolio›$22.3K
Parkside Financial Bank & Trust454
0.0% of portfolio›$22.3K
Blueline Advisors LLC265
0.0% of portfolio›$13.1K
Gilpin Wealth Management, LLC247
0.0% of portfolio›$12.2K
Advocate Investing Services LLC247
0.0% of portfolio›$12.2K
Farmers & Merchants Investments Inc244
0.0% of portfolio›$12.0K
Birch Financial Group, LLC238
0.0% of portfolio›$11.7K
Wilmington Savings Fund Society, FSB230
0.0% of portfolio›$11.3K
Transce3nd, LLC214
0.0% of portfolio›$10.5K
Nemes Rush Group LLC212
0.0% of portfolio›$10.4K
Root Financial Partners, LLC200
0.0% of portfolio›$9.8K
Reap Financial Group, LLC192
0.0% of portfolio›$9.4K
Trust Co of Vermont175
0.0% of portfolio›$8.6K
Buck Wealth Strategies, LLC159
0.0% of portfolio›$7.8K
Trust Co148
0.0% of portfolio›$7.3K
Cape Investment Advisory, Inc.145
0.0% of portfolio›$7.1K
Compass Financial Management LLC122
0.0% of portfolio›$6.0K
Cranbrook Wealth Management, LLC115
0.0% of portfolio›$5.7K
Kingdom Financial Group Llc.110
0.0% of portfolio›$5.4K
Jacobi Capital Management LLC98
0.0% of portfolio›$4.8K
Essential Partners LLC94
0.0% of portfolio›$4.6K
Tounjian Advisory Partners, LLC75
0.0% of portfolio›$3.7K
Silver Grove Financial Group, Inc.68
0.0% of portfolio›$3.3K
Princeton Global Asset Management LLC67
0.0% of portfolio›$3.3K
Nova Financial LLC58
0.0% of portfolio›$2.9K
Roxbury Financial LLC57
0.0% of portfolio›$2.8K
Eastern Bank54
0.0% of portfolio›$2.7K
Wolff Wiese Magana LLC53
0.0% of portfolio›$2.6K
Versant Capital Management, Inc53
0.0% of portfolio›$2.6K
Smallwood Wealth Investment Management, LLC47
0.0% of portfolio›$2.3K
Investors Research Corp43
0.0% of portfolio›$2.1K
Beacon Financial Strategies Corp40
0.0% of portfolio›$2.0K
Pinnacle Wealth Planning Services, Inc.33
0.0% of portfolio›$1.6K
Fortitude Family Office, LLC30
0.0% of portfolio›$1.5K
GGM Financial LLC29
0.0% of portfolio›$1.4K
Quaker Wealth Management, LLC25
0.0% of portfolio›$1.2K
Harbor Investment Advisory, LLC18
0.0% of portfolio›$886
Hager Investment Management Services, LLC15
0.0% of portfolio›$738
United Financial Planning Group LLC11
0.0% of portfolio›$541
American National Bank & Trust4
0.0% of portfolio›$196
Halbert Hargrove Global Advisors, LLC3
0.0% of portfolio›$148
Retirement Wealth Solutions LLC2
0.0% of portfolio›$108
Moisand Fitzgerald Tamayo, LLC0
0.0% of portfolio›$1
Signaturefd, LLC0
0.0% of portfolio›$16
Bradley & Co. Private Wealth Management, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Matson Money. Inc.
10,506,303$516.9M14.5%ETFVery LowMason, OH2026-10-23
WealthNavi Inc.
7,341,257$361.2K0.1%ETFVery LowShinagawa-Ku, Tokyo, Mexico2026-10-27
Nationwide Fund Advisors
5,470,181$269.1M11.6%ETFVery LowColumbus, OH2026-10-28
Mather Group, Llc.
2,586,246$127.2M1.1%ETFMediumChicago, IL2026-10-14
Assetmark, Inc
2,398,261$118.0M0.2%ETFLowConcord, CA2026-10-21
Exchange Traded Concepts, LLC
1,976,397$97.2M0.4%GrowthMediumOklahoma City, OK2026-10-28
Creative Planning
1,874,673$92.2M0.1%IndexVery LowOverland Park, KS2026-11-02
Commonwealth Equity Services, LLC
1,819,079$89.5M0.1%ETFLowWaltham, MA2026-11-02
One Way Holdings LLC
1,145,188$56.3M2.5%CoreMediumFlower Mound, TX2026-10-29
Prime Capital Investment Advisors, LLC
1,115,625$54.9M0.5%ETFLowOverland Park, KS2026-10-20
Apella Capital, LLC
1,071,533$52.6M0.7%ETFVery LowWest Hartford, CT2026-10-08
Mirae Asset Global Investments Co., Ltd.
1,067,550$52.5M0.1%GrowthLowSeoul, Malaysia2026-11-03
True Link Financial Advisors, LLC
951,195$46.8M2.7%ETFLowSan Francisco, CA2026-10-27
Kestra Investment Management, LLC
831,753$40.9M0.8%ETFMediumAustin, TX2026-11-04
Cahaba Wealth Management, Inc.
652,368$32.1M1.9%ETFVery LowAtlanta, GA2026-10-26
Amarillo National Bank
637,451$31.4M5.1%ETFVery LowAmarillo, TX2026-10-23
Boston Standard Wealth Management, LLC
548,060$27.0M3.9%ETFLowWinchester, MA2026-10-07
Modera Wealth Management, LLC
511,919$25.2M0.3%ETFVery LowWestwood, NJ2026-10-28
Apollon Wealth Management, LLC
482,844$23.8M0.3%GrowthLowMount Pleasant, SC2026-10-23
Penobscot Wealth Management
431,590$21.2M5.5%ETFVery LowPortland, ME2026-10-21
Dorval Corp
395,461$19.5M5.6%ETFLowMaple Grove, MN2026-10-29
Landmark Wealth Management, Inc.
384,312$18.9M6.3%ETFLowNormal, IL2026-11-04
Mason & Associates, LLC
380,783$18.7M3.9%ETFVery LowNewport News, VA2026-10-26
NYL Investors LLC
342,892$16.9M6.8%ETFLowNew York, NY2026-11-03
Tectonic Advisors LLC
327,808$16.1M0.7%YieldLowFrisco, TX2026-10-22
PDS Planning, Inc
301,837$14.9M0.8%IndexVery LowDublin, OH2026-11-03
Occidental Asset Management, LLC
300,894$14.8M1.3%GrowthLowBurlingame, CA2026-11-05
Values Added Financial LLC
298,296$14.7M5.2%ETFLowWashington, DC2026-10-28
Cambridge Investment Research Advisors, Inc.
277,391$13.6K0.0%ETFLowFairfield, IA2026-11-02
BIP Wealth, LLC
271,396$13.4M0.4%ETFMediumAtlanta, GA2026-10-22
IFP Advisors, Inc
260,450$12.8M0.2%GrowthLowTampa, FL2026-10-16
Trinity Wealth Management, LLC
251,748$12.4M3.9%ETFMediumBerwyn, PA2026-10-13
Vise Technologies, Inc.
236,334$11.6M0.1%IndexLowNew York, NY2026-10-29
Bank of New York Mellon Corp
208,176$10.2M0.0%CoreLowNew York, NY2026-11-05
KWB Wealth
203,972$10.0M0.9%ETFMediumRedlands, CA2026-10-16
SAX Wealth Advisors, LLC
191,551$9.4M0.3%ETFVery LowParsippany, NJ2026-10-13
Kestra Advisory Services, LLC
177,329$8.7M0.0%CoreLowAustin, TX2026-11-02
Brooklyn FI, LLC
171,763$8.6M1.3%ETFVery LowNew York, NY2026-11-05
Shepherd Financial Partners LLC
166,879$8.2M0.7%ETFLowWinchester, MA2026-11-03
Appleton Partners Inc
159,168$7.8K0.0%GrowthLowBoston, MA2026-10-30
New Capital Management LP
156,323$7.7M1.7%ETFVery LowHouston, TX2026-10-29
Investment Partners, Ltd.
153,497$7.6M1.2%ETFVery LowNew Philadelphia, OH2026-10-29
Robinswood Financial LLC
146,039$7.2M2.2%ETFVery LowKirkland, WA2026-10-20
Discipline Wealth Solutions, LLC
145,054$7.1M0.6%ETFLowGreenville, SC2026-10-14
Kopp Family Office, LLC
138,982$41.3K0.0%ETFHighMinnetonka, MN2026-10-21
Greenspring Advisors, LLC
137,927$6.8M0.3%ETFVery LowTowson, MD2026-11-05
Hughes Financial Services, LLC
134,088$6.6M0.8%ETFLowHerndon, VA2026-10-30
Farther Finance Advisors, LLC
130,328$6.4M0.0%IndexLowSan Francisco, CA2026-10-08
Moneywise, Inc.
129,022$6.3M6.0%ETFMediumForest, VA2026-10-30
15 Wealth Advisors LLC
126,724$6.2M1.6%ETFN/AMundelein, IL2026-10-14
Kooman & Associates
124,379$6.1M1.6%ETFLowAltoona, PA2026-10-21
Wiser Wealth Management, Inc
120,629$5.9M1.1%ETFVery LowMarietta, GA2026-10-14
Aletheian Wealth Advisors LLC
119,293$5.9M2.4%ETFVery LowBellevue, WA2026-10-08
Avantax Planning Partners, Inc.
112,466$5.5M0.1%ETFLowDubuque, IA2026-11-03
Arkansas Financial Group, Inc.
112,019$5.5M0.7%ETFVery LowLittle Rock, AR2026-10-26
Orin Green Financial, LLC
111,322$5.5M2.1%ETFVery LowSan Diego, CA2026-10-19
Blue Trust, Inc.
110,221$5.4M0.1%ETFLowBrentwood, TN2026-10-15
Xena Financial Planning, LLC
109,935$5.4M5.2%ETFVery LowPortland, OR2026-10-13
Cordoba Advisory Partners LLC
104,367$5.1M0.6%ETFMediumNew York, NY2026-10-19
Lodestar Private Asset Management LLC
104,180$5.1M0.4%ETFLowAlamo, CA2026-10-26
Procyon Advisors, LLC
101,797$5.0M0.2%CoreVery LowShelton, CT2026-10-21
Phillips Financial Management, LLC
100,232$4.9M0.4%ETFVery LowFort Wayne, IN2026-10-19
Park Avenue Securities LLC
98,942$4.9K0.0%ETFMediumNew York, NY2026-10-26
Allstreet Capital Advisors LLC
92,295$4.5M3.0%ETFVery LowLos Angeles, CA2026-11-04
Balance Wealth Partners LLC
91,998$4.5M1.1%ETFMediumWorthington, OH2026-10-27
Advus Financial Partners, LLC
88,502$4.4M1.2%ETFLowWinter Park, FL2026-10-20
Legacy Wealth Partners, LLC
88,390$4.3M0.9%ETFHighLakewood, CO2026-10-15
Elevated Financial Group LLC
84,131$4.1M1.2%ETFMediumIndianapolis, IN2026-10-16
Hidden Cove Wealth Management, LLC
82,583$4.1M2.2%GrowthHighBainbridge Island, WA2026-10-19
JGP Wealth Management, LLC
81,596$4.0M0.4%CoreLowBend, OR2026-10-13
Bannerman Wealth Management Group, LLC
78,203$3.8M2.2%ETFVery LowLewisville, TX2026-10-09
Paragon Advisors, LLC
77,494$3.8M0.7%ETFHighCollege Station, TX2026-11-03
Factor Wealth Management LTD
75,785$3.7M0.6%ETFLowChicago, IL2026-10-08
Parallel Advisors, LLC
73,138$3.6M0.0%IndexLowSan Francisco, CA2026-11-03
Thrivent Financial for Lutherans
72,091$3.5M0.0%GARPMediumMinneapolis, MN2026-11-05
Camelot Technology Advisors, Inc.
71,016$3.5M2.3%ETFLowSan Francisco, CA2026-10-09
FC Advisory LLC
70,136$3.5M0.9%ETFVery LowWest Chester, PA2026-10-05
Golden State Wealth Management, LLC
69,710$3.4M0.3%ETFMediumSanta Ana, CA2026-11-02
Truist Financial Corp
68,778$3.4M0.0%CoreLowCharlotte, NC2026-10-30
Dynamic Advisor Solutions LLC
67,358$3.3M0.1%ETFLowPhoenix, AZ2026-10-13
Eclectic Associates Inc
67,135$3.3M0.4%ETFVery LowFullerton, CA2026-10-09
Tsfg, LLC
67,005$3.3K0.0%ETFLowLake Forest, IL2026-10-23
AlphaStar Capital Management, LLC
62,704$3.1M0.2%ETFMediumCornelius, NC2026-10-16
Allegheny Financial Group
62,518$3.1M0.3%CoreLowPittsburgh, PA2026-11-05
Sage Rhino Capital LLC
62,402$3.1M0.5%ETFLowMenlo Park, CA2026-10-28
Hunter Associates Investment Management LLC
62,082$3.1K0.0%CoreLowPittsburgh, PA2026-10-26
Wealth Enhancement Advisory Services, LLC
61,510$3.0M0.0%CoreLowPlymouth, MN2026-10-13
Patriot Investment Management Group, Inc.
59,946$2.9M0.2%ETFVery LowKnoxville, TN2026-10-15
Synergy Asset Management, LLC
57,846$2.8M0.3%GrowthHighVancouver, WA2026-11-05
Grove Street Fiduciary, LLC
56,861$2.8M1.3%ETFVery LowPeterborough, NH2026-10-13
May Hill Capital, LLC
54,780$2.7M0.5%ETFLowCohasset, MA2026-11-03
VestGen Advisors, LLC
54,414$2.7M0.1%GrowthMediumChicago, IL2026-10-27
Revisor Wealth Management LLC
52,912$2.6M0.6%CoreLowAkron, OH2026-10-20
Annex Advisory Services, LLC
52,510$2.6M0.0%GrowthHighBrookfield, WI2026-10-16
Breakwater Investment Management
52,492$2.6M0.9%ETFLowSeattle, WA2026-10-20
Wealth Advisory Solutions, LLC
51,410$2.5M0.5%ETFLowZionsville, IN2026-10-20
MGO One Seven LLC
51,350$2.5M0.0%GrowthLowBeachwood, OH2026-10-28
Stonekeep Investments, LLC
50,605$2.5M1.4%ETFLowSante Fe, NM2026-10-15
Wedmont Private Capital
49,593$2.4M0.1%IndexVery LowWest Chester, PA2026-10-09
Columbus Macro, LLC
48,929$2.4M0.2%YieldMediumNew Castle, PA2026-10-14
BlueSky Wealth Advisors, LLC
48,359$2.4M0.3%ETFMediumNew Bern, NC2026-10-29
Livet Wealth, LLC
47,332$2.3M1.3%ETFLowSpanish Fork, UT2026-10-27
Northern Lights Advisors, Inc.
47,174$2.3M1.2%ETFVery LowSeattle, WA2026-10-21
Prosperity Planning, Inc.
44,033$2.2M0.5%ETFVery LowNorth Kansas City, MO2026-10-09
NBT Bank, N.A.
43,746$2.2M0.1%CoreLowNorwich, NY2026-10-21
Worth Asset Management, LLC
43,660$2.1M0.6%ETFHighDallas, TX2026-10-07
Keybank National Association
43,597$2.1M0.0%CoreLowBrooklyn, OH2026-11-04
Corepath Wealth Partners LLC
43,422$2.1M1.5%ETFVery LowScottsdale, AZ2026-10-21
Kestra Private Wealth Services, LLC
42,949$2.1M0.0%GrowthLowAustin, TX2026-10-30
Tenret Co LLC
42,180$2.1M0.9%ETFVery LowTampa, FL2026-11-02
City State Bank
41,820$2.1M0.5%GrowthVery LowNorwalk, IA2026-10-20
PFG Advisors
41,066$2.0M0.1%ETFMediumPhoenix, AZ2026-10-16
Alterna Wealth Management, Inc
40,233$2.0M1.1%ETFMediumHouston, TX2026-10-27
Bfsg, LLC
39,252$1.9M0.2%CoreLowIrvine, CA2026-10-30
Center For Asset Management LLC
39,007$1.9M0.9%ETFMediumPalm Beach Gardens, FL2026-10-16
Exchange Bank
37,288$1.8M1.1%CoreLowSanta Rosa, CA2026-10-07
Veratis Advisors, Inc.
36,892$1.8M1.4%ETFN/ACary, NC2026-11-03
Braun-Bostich & Associates Inc.
36,861$1.8M1.0%ETFMediumCanonsburg, PA2026-10-20
Capital Investment Advisors, LLC
35,770$1.8M0.0%CoreLowAtlanta, GA2026-10-22
Horizons Wealth Management
35,339$1.7M1.1%ETFLowAsheville, NC2026-10-05
Blossom Wealth Management
33,803$1.7M2.2%GrowthLowSan Ramon, Ca, CA2026-11-03
RHS Financial, LLC
32,400$1.6M0.5%ETFMediumSan Francisco, CA2026-10-13
Friedenthal Financial
32,052$1.6M0.7%ETFHighMarlton, NJ2026-10-27
Prospect Financial Group LLC
30,476$1.5M1.3%ETFVery LowArlington, VA2026-11-05
Myecfo, LLC
30,030$1.5M0.6%ETFVery LowLa Jolla, CA2026-10-14
Endeavor Private Wealth, Inc.
28,479$1.4M0.3%ETFMediumTopeka, KS2026-11-05
Apollon Financial, LLC
27,594$1.4M0.2%ETFVery LowMount Pleasant, SC2026-10-23
Clear Creek Financial Management, LLC
26,209$1.3M0.1%ETFMediumSilverdale, WA2026-10-28
Fifth Third Securities, Inc.
26,114$1.3M0.1%ETFLowCincinnati, OH2026-10-21
Valpey Financial Services, LLC
25,853$1.3M0.8%ETFVery LowConcord, NH2026-10-30
LexAurum Advisors, LLC
25,239$1.2M0.1%ETFLowOverland Park, KS2026-10-19
Aspen Wealth Management LLC
25,041$1.2M0.2%ETFLowFort Worth, TX2026-10-14
Cullen T Bankers, Inc.
24,513$1.2M0.0%GrowthLowSan Antonio, TX2026-10-28
Merkkuri Wealth Advisors LLC
23,973$1.2M0.7%ETFMediumHicksville, NY2026-11-03
Stanich Group LLC
23,657$1.2M0.6%ETFVery LowMontauk, NY2026-10-16
Zenith Solutions, Inc.
23,449$1.2M1.0%ETFN/APhiladelphia, PA2026-10-19
Comprehensive Wealth Management, LLC
22,821$1.1M0.5%ETFMediumLynnwood, WA2026-11-02
MilWealth Group LLC
22,594$1.1M0.2%ETFVery LowMilwaukee, WI2026-11-02
Ackerman Capital Advisors, LLC
22,490$1.1M0.2%ETFLowDallas, TX2026-10-30
Financial Planning Navigators Corp
21,929$1.1M0.4%ETFMediumMaple Grove, MN2026-10-14
Bear Mountain Capital, Inc.
21,829$1.1M0.3%ETFLowSeattle, WA2026-11-04
Hennion & Walsh Asset Management, Inc.
20,224$995.0K0.0%ValueMediumParsippany, NJ2026-10-13
Beacon Financial Advisory LLC
20,164$992.1K0.2%ETFLowCleveland, OH2026-10-16
Financial Architects, LLC
20,155$991.6K0.5%ETFLowWoodstock, GA2026-10-13
Grey Fox Wealth Advisors, LLC
19,210$945.1K0.1%ETFLowRockland, DE2026-11-03
Intergy Private Wealth, LLC
19,026$936.1K0.2%ETFVery LowColorado Springs, CO2026-10-16
Unify Financial Advisors
18,871$928.4K0.9%ETFMediumClearwater, FL2026-11-03
Sharkey, Howes & Javer
18,791$924.5K0.1%ETFMediumDenver, CO2026-10-22
Capital Wealth Management, LLC
18,363$903.5K0.2%ETFVery LowW. Warwick, RI2026-10-27
Droms Strauss Advisors Inc
17,897$880.6K0.2%ETFLowSt. Louis, MO2026-11-03
McKinley Carter Wealth Services, Inc.
17,827$877.1K0.0%ETFMediumWheeling, WV2026-10-16
American Financial & TAX Strategies Inc
17,368$854.5K0.4%ETFVery LowNew York, NY2026-10-16
Summit Financial Strategies, Inc.
16,992$836.0K0.1%ETFLowColumbus, OH2026-10-14
Charles Schwab Trust Co
16,937$833.3K0.0%ETFLowHenderson, NV2026-10-15
Rinkey Investments
16,658$819.6K0.2%ETFLowSan Diego, CA2026-10-28
Magnus Financial Group LLC
16,535$813.5K0.1%ETFLowNew York, NY2026-10-21
Vested Financial Planning, LLC
16,219$798.0K0.6%ETFMediumSan Carlos, CA2026-10-28
Polaris Investment Advisors, LLC
16,036$789.0K0.5%ETFMediumFramingham, MA2026-10-20
Global View Capital Management LLC
15,759$775.3K0.2%ETFHighWaukesha, WI2026-10-28
CGN Advisors LLC
15,349$755.2K0.1%ETFLowManhattan, KS2026-10-21
GuidedMoney, LLC
15,187$747.2K0.3%ETFVery LowBlack Earth, WI2026-10-29
Retirement Investment Advisors, Inc.
14,976$736.8K0.1%ETFVery LowOklahoma City, OK2026-10-22
Old National Bancorp
14,649$720.7K0.0%CoreLowEvansville, IN2026-10-20
Sowell Financial Services LLC
14,497$713.3K0.0%CoreLowNorth Little Rock, AR2026-10-23
Finley Financial, LLC
14,460$708.3K0.3%ETFVery LowLas Vegas, NV2026-10-28
Glass Jacobson Investment Advisors llc
14,005$689.0K0.2%ETFLowOwings Mills, MD2026-10-26
Curtis Advisory Group, LLC
14,004$689.0K0.1%ETFLowSanta Barbara, CA2026-10-28
Burns Matteson Capital Management, LLC
13,691$673.6K0.2%CoreMediumCorning, NY2026-10-16
Asset One Wealth Management LLC
13,661$672.1K0.1%GrowthLowBellevue, WA2026-11-02
Aspect Partners, LLC
13,045$641.8K0.2%ETFMediumFairfax, VA2026-10-20
Concurrent Investment Advisors, LLC
12,381$609.1K0.0%GrowthMediumTampa, FL2026-10-16
Orba Wealth Advisors, L.L.C.
12,336$606.9K0.5%ETFMediumChicago, IL2026-10-23
Compound Planning, Inc.
11,716$576.4K0.0%CoreLowNew York, NY2026-11-05
Daymark Wealth Partners, LLC
11,672$574.3K0.0%CoreLowCincinnati, OH2026-11-04
Tarbox Family Office, Inc.
11,449$563.3K0.1%ETFVery LowNewport Beach, CA2026-10-23
Winnacle Wealth LLC
11,122$547.2K0.4%CoreMediumWaco, TX2026-10-15
Ascentis Independent Advisors
11,065$544.4K0.0%ETFLowDallas, TX2026-11-03
International Assets Investment Management, LLC
10,990$538.3K0.0%CoreVery HighOrlando, FL2026-11-02
Ascent Group, LLC
10,918$537.2K0.0%CoreLowVirginia Beach, VA2026-10-30
Riverbend Wealth Management, LLC
10,814$532.0K0.2%GrowthLowMyrtle Beach, SC2026-10-15
Firethorn Wealth Partners, LLC
10,810$531.8K0.2%ETFLowAugusta, GA2026-10-14
PW Nova Financial Services LLC
10,713$527.1K0.1%ETFLowNewtown, PA2026-10-15
Golden Bell Financial Planning LLC
10,572$520.1K0.4%ETFVery LowAlpharetta, GA2026-11-02
Richmond Investment Services, LLC
10,451$514.2K0.2%ETFLowMequon, WI2026-10-29
Pinion Investment Advisors, LLC
10,450$514.1K0.1%ETFLowWichita, KS2026-11-04
Acorn Financial Advisory Services Inc
10,433$513.3K0.1%ETFMediumReston, VA2026-11-02
Titleist Asset Management, LLC
10,252$504.4K0.0%ETFLowSan Antonio, TX2026-10-08
Choreo, LLC
9,833$483.8K0.0%IndexLowRockford, IL2026-10-28
Simplicity Wealth,LLC
9,400$462.5K0.0%ETFLowSummit, NJ2026-10-23
Physician Wealth Solutions Inc.
9,347$459.9K0.2%ETFLowNorth Las Vegas, NV2026-10-14
Sharper & Granite LLC
9,289$464.8K0.2%ETFLowEl Segundo, CA2026-11-02
Carter Financial Group, Inc.
9,029$444.2K0.2%GrowthLowBarrington, IL2026-10-21
4J Wealth Management LLC
8,866$436.2K0.2%ETFMediumMclean, VA2026-11-02
Mcdonald Partners LLC
8,296$408.2K0.1%CoreLowCleveland, OH2026-11-03
Clark Asset Management, LLC
8,264$406.6K0.0%ETFVery LowStratham, NH2026-10-19
Manuka Financial, LLC
8,216$404.2K0.2%ETFVery LowRichmond, VA2026-10-16
Swmg, LLC
8,004$395.4K0.1%ETFMediumFort Worth, TX2026-10-23
Insight Wealth Strategies, LLC
7,992$393.2K0.0%ETFHighSan Ramon, CA2026-10-09
CFG Wealth Management Services, Inc.
7,834$383.7K0.4%ETFLowIndianapolis, XX2026-10-21
W.H. Cornerstone Investments Inc.
7,828$385.2K0.2%CoreLowKingston, MA2026-11-03
Private Trust Co NA
7,747$381.2K0.0%CoreLowCleveland, OH2026-10-20
AdvisorNet Financial, Inc
7,571$372.7K0.0%ETFLowMinnetonka, MN2026-10-15
Atria Investments, Inc
7,473$367.7K0.0%CoreMediumCharlotte, NC2026-10-15
Verus Capital Partners, LLC
7,458$366.9K0.0%GrowthLowScottsdale, AZ2026-11-03
IVC Wealth Advisors LLC
7,444$366.2K0.1%GrowthLowSilverdale, PA2026-10-23
Bigelow Investment Advisors, LLC
7,435$365.8K0.1%ETFLowPortland, ME2026-10-13
Morton Brown Family Wealth, LLC
7,299$359.1K0.1%ETFVery LowAllentown, PA2026-10-23
Sanchez Gaunt Capital Management, LLC
7,265$357.4K0.2%ETFN/AReno, NV2026-11-03
Integrity Advisory Solutions, LLC
7,084$348.5K0.0%ETFMediumDallas, TX2026-10-29
E6 Portfolios, LLC
7,071$347.9K0.3%ETFLowMidvale, UT2026-10-26
Omni 360 Wealth, Inc.
6,970$342.9K0.2%ETFLowPlainsboro, NJ2026-10-13
Sensenig Capital Advisors, Inc
6,871$338.1K0.3%ETFLowCollegeville, PA2026-10-23
Hoxton Planning & Management, LLC
6,863$337.7K0.1%ETFLowShepherdstown, WV2026-10-15
Ashton Thomas Private Wealth, LLC
6,380$313.9K0.0%CoreMediumScottsdale, AZ2026-11-03
ASL Financial, LLC
6,259$307.9K0.2%ETFVery LowLos Gatos, CA2026-10-15
RBA Wealth Management, LLC
6,024$296.4K0.1%ValueMediumNewport Beach, CA2026-10-28
Larson Financial Group LLC
5,991$294.8K0.0%GrowthLowSt Louis, MO2026-11-05
Independent Wealth Network Inc.
5,929$291.7K0.1%ETFMediumUrbandale, IA2026-10-19
Mann Financial Group, Inc.
5,738$282.3K0.2%ETFLowDetroit Lakes, MN2026-10-15
Quad-Cities Investment Group, LLC
5,721$281.5K0.1%CoreLowDavenport, IA2026-10-16
Avion Wealth
5,699$280.0K0.4%ETFLowThe Woodlands, TX2026-11-04
Cassilly Financial Group LLC
5,616$276.3K0.2%ETFLowSeverna Park, MD2026-10-07
J.W. Cole Advisors, Inc.
5,604$275.7K0.0%IndexLowTampa, FL2026-11-05
MSH Capital Advisors LLC
5,527$271.9K0.0%CoreLowScottsdale, AZ2026-11-03
NTV Asset Management LLC
5,511$271.1K0.0%GrowthLowCharleston, WV2026-10-23
M Holdings Securities, Inc.
5,361$264.0K0.1%ETFHighPortland, OR2026-11-03
Global Financial Private Client, LLC
5,316$261.5K0.1%GrowthLowSarasota, FL2026-10-15
Ashton Thomas Securities, LLC
5,283$259.9K0.0%ETFMediumRochester, NY2026-10-26
Fifth Third Bancorp
5,262$258.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Archer Investment Management, LLC
5,259$258.7K0.1%ETFHighAustin, TX2026-10-13
Creative Financial Designs Inc
5,259$258.7K0.0%ETFMediumKokomo, IN2026-11-04
Asempa Wealth Advisors
5,173$253.4K0.2%ETFLowBaton Rouge, LA2026-10-07
Spire Wealth Management
5,167$254.2K0.0%GrowthMediumMclean, VA2026-10-30
Accurate Wealth Management, LLC
5,082$249.9K0.0%CoreMediumWesley Chapel, FL2026-10-20
Regent Peak Wealth Advisors LLC
5,033$247.6K0.0%GrowthLowAtlanta, GA2026-10-13
StoneX Group Inc.
4,955$245.2K0.0%ETFMediumNew York, NY2026-11-03
Focused Alpha, LLC
4,798$236.0K0.1%CoreMediumDenver, CO2026-10-20
Indivisible Partners
4,700$231.2K0.0%GrowthMediumClearwater, FL2026-10-26
Avant Financial Advisors LLC
4,679$230.2K0.1%ETFVery LowAustin, TX2026-11-02
Stewardship Advisors, LLC
4,668$229.7K0.0%ETFMediumMount Joy, PA2026-10-20
SigFig Wealth Management, LLC
4,544$223.6K0.0%ETFLowSan Francisco, CA2026-10-07
Tempus Wealth Planning, LLC
4,543$223.5K0.0%ETFMediumIrvine, CA2026-10-14
Csenge Advisory Group
4,517$222.2K0.0%ETFMediumClearwater, FL2026-11-04
RFG Advisory, LLC
4,258$209.5K0.0%ETFMediumBirmingham, AL2026-11-03
Latitude Advisors, LLC
4,233$208.3K0.1%ETFLowYorkville, IL2026-10-27
Family Investment Center, Inc.
4,085$201.0K0.0%ETFMediumSaint Joseph, MO2026-10-19
Beacon Financial Group
4,077$200.6K0.0%ETFMediumDallas, TX2026-10-19
EverSource Wealth Advisors, LLC
3,715$182.8K0.0%CoreMediumBirmingham, AL2026-11-04
GK Wealth Management LLC
3,349$164.8K0.1%GARPVery HighReno, NV2026-10-09
Heritage Family Offices, LLP
3,084$151.7K0.1%GrowthHighScottsdale, AZ2026-11-02
North Star Investment Management Corp.
2,905$142.9K0.0%CoreLowChicago, IL2026-10-27
AlphaCore Capital LLC
2,900$142.7K0.0%ETFLowLa Jolla, CA2026-11-04
KFG LLC
2,648$130.3K0.1%ETFN/ARapid City, SD2026-11-02
Rossby Financial, LCC
2,574$126.7K0.0%ETFMediumMelbourne, FL2026-11-05
Mosley Wealth Management
2,486$122.6K0.0%ETFHighAnaheim, CA2026-10-16
Financial Consulate, Inc
2,189$107.7K0.0%ETFLowHunt Valley, MD2026-10-23
Y.D. More Investments Ltd
2,150$105.8K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Citigroup Inc
2,054$101.1K0.0%CoreMediumNew York, NY2026-11-04
Stone House Investment Management, LLC
2,012$99.0K0.0%ETFMediumTunkhannock, PA2026-10-23
Lanark Financial, Inc.
1,992$98.0K0.0%CoreMediumBirmingham, AL2026-10-26
CoreCap Advisors, LLC
1,925$94.7K0.0%ETFMediumSouthfield, MI2026-10-08
Hanson & Doremus Investment Management
1,917$940.0%CoreVery LowBurlington, VT2026-10-16
Fairway Wealth LLC
1,575$77.5K0.0%ETFLowIndependence, OH2026-10-30
US Bancorp \de\
1,551$76.3K0.0%IndexLowMinneapolis, MN2026-11-05
Signature Equity Partners, LLC
1,426$70.2K0.0%GrowthMediumColumbus, OH2026-10-29
TD Waterhouse Canada Inc.
1,398$68.4K0.0%CoreLowToronto, Australia2026-10-16
Horizon Financial Services, LLC
1,321$65.0K0.0%ETFLowWinston Salem, NC2026-11-04
Yankcom Partnership
1,288$63.4K0.0%CoreVery LowYankton, SD2026-10-15
Portfolio Resources Advisor Group, Inc.
1,133$55.7K0.0%ETFMediumCoral Gables, FL2026-10-20
Kroeger Financial Partners
1,028$50.6K0.1%ETFN/AGrass Valley, CA2026-10-19
Richardson Financial Services Inc.
991$48.8K0.0%GrowthMediumMedway, MA2026-10-30
TFC Financial Management, Inc.
786$38.7K0.0%ETFVery LowBoston, MA2026-10-26
Fairscale Capital, LLC
715$35.4K0.0%GrowthVery LowNashua, NH2026-11-04
SBI Securities Co., Ltd.
609$30.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Archer Investment Corp
590$29.0K0.0%CoreMediumCarmel, IN2026-11-05
Jnba Financial Advisors
466$22.9K0.0%ETFMediumBloomington, MN2026-11-03
Pacific Center for Financial Services
454$22.3K0.0%ETFMediumDanville, CA2026-10-15
Parkside Financial Bank & Trust
454$22.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Blueline Advisors LLC
265$13.1K0.0%ETFLowExeter, NH2026-10-15
Gilpin Wealth Management, LLC
247$12.2K0.0%GrowthLowDenver, CO2026-10-09
Advocate Investing Services LLC
247$12.2K0.0%ETFLowWoodbine, MD2026-10-26
Farmers & Merchants Investments Inc
244$12.0K0.0%CoreVery LowLincoln, NE2026-10-22
Birch Financial Group, LLC
238$11.7K0.0%CoreLowKeene, NH2026-10-27
Wilmington Savings Fund Society, FSB
230$11.3K0.0%CoreLowWilmington, DE2026-10-23
Transce3nd, LLC
214$10.5K0.0%GrowthLowBuda, TX2026-10-26
Nemes Rush Group LLC
212$10.4K0.0%CoreVery LowNovi, MI2026-11-04
Root Financial Partners, LLC
200$9.8K0.0%ETFMediumEncinitas, CA2026-10-21
Reap Financial Group, LLC
192$9.4K0.0%ETFLowAustin, TX2026-11-02
Trust Co of Vermont
175$8.6K0.0%CoreVery LowBrattleboro, VT2026-10-21
Buck Wealth Strategies, LLC
159$7.8K0.0%ValueMediumDenver, CO2026-10-28
Trust Co
148$7.3K0.0%ETFVery LowManhattan, KS2026-10-09
Cape Investment Advisory, Inc.
145$7.1K0.0%ETFLowMcdonough, GA2026-10-13
Compass Financial Management LLC
122$6.0K0.0%CoreN/ATampa, FL2026-10-30
Cranbrook Wealth Management, LLC
115$5.7K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Kingdom Financial Group Llc.
110$5.4K0.0%ETFMediumPeoria, AZ2026-11-04
Jacobi Capital Management LLC
98$4.8K0.0%CoreLowPittston, PA2026-11-05
Essential Partners LLC
94$4.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Tounjian Advisory Partners, LLC
75$3.7K0.0%GrowthHighFort Myers, FL2026-11-04
Silver Grove Financial Group, Inc.
68$3.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Princeton Global Asset Management LLC
67$3.3K0.0%GrowthLowPrinceton, NJ2026-10-21
Nova Financial LLC
58$2.9K0.0%N/AN/ATucson, AZ2026-11-04
Roxbury Financial LLC
57$2.8K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Eastern Bank
54$2.7K0.0%GrowthMediumBoston, MA2026-10-05
Wolff Wiese Magana LLC
53$2.6K0.0%GrowthLowCarslbad, CA2026-10-15
Versant Capital Management, Inc
53$2.6K0.0%GARPLowPhoenix, AZ2026-10-02
Smallwood Wealth Investment Management, LLC
47$2.3K0.0%ETFVery LowRed Bank, NJ2026-10-30
Investors Research Corp
43$2.1K0.0%ETFLowAtlanta, GA2026-10-07
Beacon Financial Strategies Corp
40$2.0K0.0%ETFVery LowRaleigh, NC2026-10-14
Pinnacle Wealth Planning Services, Inc.
33$1.6K0.0%GARPLowMansfield, OH2026-10-27
Fortitude Family Office, LLC
30$1.5K0.0%ETFMediumScottsdale, AZ2026-10-14
GGM Financial LLC
29$1.4K0.0%ETFMediumColumbus, OH2026-11-05
Quaker Wealth Management, LLC
25$1.2K0.0%ETFMediumMoorestown, NJ2026-10-22
Harbor Investment Advisory, LLC
18$8860.0%GrowthLowLutherville, MD2026-10-13
Hager Investment Management Services, LLC
15$7380.0%GrowthMediumNew London, NH2026-11-04
United Financial Planning Group LLC
11$5410.0%ETFHighHauppauge, NY2026-11-04
American National Bank & Trust
4$1960.0%CoreVery LowWichita Falls, TX2026-10-07
Halbert Hargrove Global Advisors, LLC
3$1480.0%ETFLowLong Beach, CA2026-10-16
Retirement Wealth Solutions LLC
2$1080.0%ETFLowMarshfield, WI2026-10-07
Moisand Fitzgerald Tamayo, LLC
0$10.0%ETFVery LowOrlando, FL2026-10-15
Signaturefd, LLC
0$160.0%IndexLowAtlanta, GA2026-10-23
Bradley & Co. Private Wealth Management, LLC
0$00.0%CoreVery LowMiami, FL2026-10-23