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Ishares Ibonds DEC 2028 ETF (IBDT)

CUSIP: 46435U515 | NYSE | 662 institutional holders

Quarters

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

Lido Advisors, LLC4,450,987
0.3% of portfolio›$111.1M
Capital Investment Advisors, LLC3,993,216
1.3% of portfolio›$99.7M
Howland Capital Management LLC1,518,136
1.3% of portfolio›$37.9M
Woodmont Investment Counsel LLC1,470,519
2.0% of portfolio›$36.7M
Gratus Wealth Advisors, LLC1,409,397
4.5% of portfolio›$35.2M
Kathmere Capital Management, LLC1,365,214
1.7% of portfolio›$34.1M
Sigma Investment Counselors Inc1,352,078
1.6% of portfolio›$33.7M
Klingman & Associates, LLC1,343,195
1.4% of portfolio›$33.5M
RVW Wealth, LLC1,195,531
1.9% of portfolio›$29.8M
Kestra Advisory Services, LLC1,113,834
0.1% of portfolio›$27.8M
Commonwealth Equity Services, LLC1,088,379
0.0% of portfolio›$27.2M
Tabr Capital Management, LLC977,456
17.9% of portfolio›$24.4M
Truist Financial Corp942,653
0.0% of portfolio›$23.5M
MV Capital Management, Inc.818,705
1.9% of portfolio›$20.4M
Summit Asset Management, LLC761,236
2.4% of portfolio›$19.0M
Rebalance, LLC690,030
0.9% of portfolio›$17.2M
Glenview Trust Co608,844
0.2% of portfolio›$15.2M
Arrow Financial Corp588,817
1.3% of portfolio›$14.7M
Lyell Wealth Management, LP558,377
0.8% of portfolio›$13.9M
Windsor Capital Management, LLC550,625
3.5% of portfolio›$13.7M
Strid Group, LLC546,552
1.5% of portfolio›$13.6M
First National Trust Co526,096
0.5% of portfolio›$13.1M
Cornerstone Planning, LLC517,690
2.7% of portfolio›$13.0M
Novem Group503,223
1.2% of portfolio›$12.6M
Cowa, LLC498,182
3.0% of portfolio›$12.4M
Ironwood Financial, llc475,888
1.8% of portfolio›$11.9M
Mesirow Financial Investment Management, Inc.464,658
0.2% of portfolio›$11.6M
Atria Investments, Inc402,046
0.1% of portfolio›$10.0M
First International Bank of Israel Ltd.402,000
4.1% of portfolio›$10.0M
InvesTrust387,435
3.9% of portfolio›$9.7M
Parallel Advisors, LLC378,124
0.1% of portfolio›$9.4M
Arcadia Investment Advisors LLC375,506
3.9% of portfolio›$9.4M
PFG Private Wealth Management, LLC317,122
3.4% of portfolio›$7.9M
IFP Advisors, Inc304,558
0.1% of portfolio›$7.6M
Cliftonlarsonallen Wealth Advisors, LLC297,866
0.1% of portfolio›$7.4M
Sonata Capital Group Inc296,578
2.4% of portfolio›$7.4M
Quantum Financial Advisors, LLC290,348
0.7% of portfolio›$7.2M
Beese Fulmer Investment Management, Inc.288,345
0.4% of portfolio›$7.2M
Praetorian Wealth Management, Inc.285,699
1.2% of portfolio›$7.1M
Guidance Point Advisors, LLC278,785
1.5% of portfolio›$7.0M
Penobscot Investment Management Company, Inc.268,814
0.5% of portfolio›$6.7M
MinichMacGregor Wealth Management, LLC261,311
1.1% of portfolio›$6.5M
Virginia Wealth Management Group, Inc.257,513
3.2% of portfolio›$6.4M
Beaumont Asset Management, L.L.C.254,608
2.2% of portfolio›$6.4M
MCF Advisors LLC253,812
0.2% of portfolio›$6.3M
Cambridge Investment Research Advisors, Inc.248,891
0.0% of portfolio›$6.2K
Great Diamond Partners, LLC247,275
1.0% of portfolio›$6.2M
Droms Strauss Advisors Inc232,660
1.3% of portfolio›$5.8M
Cherry Tree Wealth Management, LLC229,986
1.1% of portfolio›$5.7M
Apex Wealth Management, LLC225,233
3.3% of portfolio›$5.6M
Precedent Wealth Partners, LLC221,401
0.8% of portfolio›$5.5M
4Thought Financial Group Inc.215,417
2.5% of portfolio›$5.4M
IFS Advisors, LLC210,802
1.6% of portfolio›$5.3M
Wealth Enhancement Advisory Services, LLC209,554
0.0% of portfolio›$5.2M
SAX Wealth Advisors, LLC206,787
0.1% of portfolio›$5.2M
Moneco Advisors, LLC205,970
0.3% of portfolio›$5.1M
Sightline Wealth Advisors, LLC205,789
2.4% of portfolio›$5.1M
Creative Planning199,904
0.0% of portfolio›$5.0M
Krilogy Financial LLC198,736
0.1% of portfolio›$5.0M
Members Wealth LLC198,697
2.5% of portfolio›$5.0M
Rossmore Private Capital193,012
0.4% of portfolio›$4.8M
Kestra Private Wealth Services, LLC190,415
0.1% of portfolio›$4.8M
Twin Cities Retirement Group LLC189,995
3.9% of portfolio›$4.7M
Leo Wealth, LLC189,278
1.0% of portfolio›$4.7M
Fulton Breakefield Broenniman LLC188,208
0.3% of portfolio›$4.7M
Chicago Partners Investment Group LLC187,280
0.1% of portfolio›$4.7M
Laurel Wealth Advisors LLC185,311
0.4% of portfolio›$4.6M
High Note Wealth, LLC179,347
0.7% of portfolio›$4.5M
Sowell Financial Services LLC166,462
0.1% of portfolio›$4.2M
Regions Financial Corp155,442
0.0% of portfolio›$3.9M
MTM Investment Management, LLC155,407
1.1% of portfolio›$3.9M
Evergreen Private Wealth LLC154,741
1.4% of portfolio›$3.9M
Harbor Investment Advisory, LLC134,574
0.2% of portfolio›$3.4M
Adirondack Trust Co133,103
1.0% of portfolio›$3.3M
Matthew Goff Investment Advisor, LLC132,792
0.5% of portfolio›$3.3M
Associated Banc-Corp118,879
0.1% of portfolio›$3.0M
Breachway Investments LLC117,792
4.5% of portfolio›$2.9M
LifePlan Financial, LLC117,247
2.1% of portfolio›$2.9M
Venture Visionary Partners LLC114,863
0.1% of portfolio›$2.9M
McGlone Suttner Wealth Management, Inc.110,150
0.3% of portfolio›$2.7M
Chesley Taft & Associates LLC109,882
0.1% of portfolio›$2.7M
Marathon Mission, Inc.108,014
1.4% of portfolio›$2.7M
Weaver Consulting Group107,810
0.5% of portfolio›$2.7M
Resonant Capital Advisors, LLC105,861
0.1% of portfolio›$2.6M
Cornell Pochily Investment Advisors, Inc.104,433
0.7% of portfolio›$2.6M
Segment Wealth Management, LLC96,140
0.1% of portfolio›$2.4M
Arcataur Capital Management LLC95,440
0.6% of portfolio›$2.4M
Woodley Farra Manion Portfolio Management Inc92,510
0.1% of portfolio›$2.3M
LFA - Lugano Financial Advisors SA92,474
1.3% of portfolio›$2.3M
Integrated Advisors Network LLC90,600
0.1% of portfolio›$2.3M
Signaturefd, LLC89,381
0.0% of portfolio›$2.2M
Keeler Thomas Management LLC86,053
0.8% of portfolio›$2.1M
Riverchase Wealth Management, LLC83,668
1.0% of portfolio›$2.1M
Commonwealth Financial Services, LLC81,581
0.4% of portfolio›$2.0M
Cove Private Wealth, LLC81,000
0.4% of portfolio›$2.0M
Foundation Wealth Management, LLC79,105
1.1% of portfolio›$2.0M
Park Avenue Securities LLC78,479
0.0% of portfolio›$2.0K
Wilkins Miller Wealth Management, LLC74,944
1.1% of portfolio›$1.9M
First Fiduciary Investment Counsel, Inc.74,405
0.0% of portfolio›$1.9K
Probity Advisors, Inc.71,202
0.3% of portfolio›$1.8M
Foundry Financial Group, Inc.71,100
0.7% of portfolio›$1.8M
Forvis Mazars Wealth Advisors, LLC69,017
0.0% of portfolio›$1.7M
Scissortail Wealth Management, LLC67,395
0.3% of portfolio›$1.7M
Beacon Financial Group66,671
0.2% of portfolio›$1.7M
Hurley Capital, LLC66,247
0.8% of portfolio›$1.7M
Bullock Wealth Management Group63,651
0.7% of portfolio›$1.6M
Princeton Global Asset Management LLC60,636
0.2% of portfolio›$1.5M
Cyr Financial Inc.60,517
0.7% of portfolio›$1.5M
Community Financial Services Group, LLC59,300
0.2% of portfolio›$1.5M
Barrett & Company, Inc.59,062
0.4% of portfolio›$1.5M
Davenport & Co LLC58,660
0.0% of portfolio›$1.5M
Mendota Financial Group, LLC57,273
0.9% of portfolio›$1.4M
Montecito Bank & Trust56,897
0.2% of portfolio›$1.4M
Farther Finance Advisors, LLC56,790
0.0% of portfolio›$1.4M
BridgePort Financial Solutions, LLC56,146
0.3% of portfolio›$1.4M
Beaumont Financial Advisors, LLC55,167
0.1% of portfolio›$1.4M
Concurrent Investment Advisors, LLC52,675
0.0% of portfolio›$1.3M
Briggs Wealth Management, Inc52,274
1.1% of portfolio›$1.3M
One Day In July LLC51,438
0.1% of portfolio›$1.3M
New England Private Wealth Advisors LLC50,834
0.1% of portfolio›$1.3M
Meitav Investment House LTD50,602
0.0% of portfolio›$1.3M
Aspen Wealth Management LLC49,434
0.2% of portfolio›$1.2M
Meridian Wealth Management, LLC49,139
0.0% of portfolio›$1.2M
Blue Square Asset Management, LLC47,442
0.5% of portfolio›$1.2M
Archford Capital Strategies, LLC47,210
0.1% of portfolio›$1.2M
Wesbanco Bank Inc45,558
0.0% of portfolio›$1.1M
Valley Wealth Managers, Inc.44,077
0.1% of portfolio›$1.1M
Conrad Siegel Investment Advisors, Inc.43,846
0.2% of portfolio›$1.1M
Romano Brothers and Company43,269
0.1% of portfolio›$1.1M
One Plus One Wealth Management, LLC42,993
0.4% of portfolio›$1.1M
Diversify Wealth Management, LLC42,401
0.0% of portfolio›$1.1M
Diversify Advisory Services, LLC42,401
0.0% of portfolio›$1.1M
Paradigm, Strategies in Wealth Management, LLC41,614
0.7% of portfolio›$1.0M
StoneX Group Inc.40,355
0.0% of portfolio›$1.0M
Flagship Harbor Advisors, LLC39,943
0.0% of portfolio›$997.0K
XY Planning Network, Inc.39,096
0.1% of portfolio›$975.8K
Provenance Wealth Advisors, LLC38,161
0.1% of portfolio›$952.5K
TD Waterhouse Canada Inc.37,604
0.0% of portfolio›$937.8K
Balentine LLC35,852
0.0% of portfolio›$894.9K
KOM Wealth Management Group, LLC35,517
0.4% of portfolio›$886.5K
Lewis Asset Management, LLC35,500
0.3% of portfolio›$886.1K
River's Edge Wealth Management, LLC34,141
0.7% of portfolio›$852.8K
Walleye Partners, LLC33,827
0.9% of portfolio›$844.3K
Focused Alpha, LLC33,741
0.2% of portfolio›$842.2K
Prosperity Planning, Inc.33,265
0.2% of portfolio›$830.3K
4J Wealth Management LLC33,078
0.4% of portfolio›$825.6K
Gilbert Capital Group, Inc.32,990
0.6% of portfolio›$823.4K
Scott Capital Advisors, LLC32,937
0.1% of portfolio›$821.8K
Walser Wealth Management Company, A Ltd Liability Co32,620
0.3% of portfolio›$814.2K
Duncker Streett & Co Inc32,413
0.1% of portfolio›$809.0K
Schuylkill Financial LLC32,059
0.8% of portfolio›$800.2K
KFG LLC31,442
0.5% of portfolio›$784.8K
DecisionMap Wealth Management, LLC31,058
0.4% of portfolio›$775.2K
Autumn Glory Partners, LLC30,024
0.2% of portfolio›$749.4K
Peck Wealth Management, LLC29,080
0.6% of portfolio›$725.8K
Lee Financial Co28,900
0.1% of portfolio›$721.3K
Hengehold Capital Management LLC28,764
0.1% of portfolio›$717.9K
Straight Path Wealth Management28,289
0.2% of portfolio›$706.1K
First Interstate Bank25,740
0.0% of portfolio›$642.5K
Beacon Financial Planning, Inc25,003
0.2% of portfolio›$624.1K
ADG Wealth Management Group, LLC24,920
0.4% of portfolio›$622.0K
Redwood Financial Network Corp24,435
0.3% of portfolio›$609.9K
MGO One Seven LLC23,754
0.0% of portfolio›$592.9K
Stockman Wealth Management, Inc.23,348
0.1% of portfolio›$582.8K
Curbstone Financial Management Corp23,000
0.1% of portfolio›$574.1K
Cornerstone Wealth Advisors, Inc.22,250
0.1% of portfolio›$555.4K
Ashton Thomas Private Wealth, LLC22,089
0.0% of portfolio›$551.3K
Atwater Malick LLC21,918
0.1% of portfolio›$547.1K
WJ Wealth Management, LLC21,650
0.2% of portfolio›$540.4K
Farnam Financial LLC21,161
0.4% of portfolio›$528.6K
Tableaux LLC21,160
0.2% of portfolio›$528.2K
Johnson Bixby & Associates, LLC20,911
0.1% of portfolio›$521.9K
Robinson Smith Wealth Advisors LLC20,117
0.3% of portfolio›$502.1K
Ellis Investment Partners, LLC19,994
0.1% of portfolio›$499.1K
Indivisible Partners19,492
0.0% of portfolio›$486.5K
Alterna Wealth Management, Inc19,115
0.3% of portfolio›$477.1K
Robbins Farley18,458
0.2% of portfolio›$460.7K
Schmidt P J Investment Management Inc18,132
0.1% of portfolio›$452.6K
Avidian Wealth Enterprises, LLC18,000
0.0% of portfolio›$449.3K
XML Financial, LLC17,943
0.0% of portfolio›$447.9K
S.E.E.D. Planning Group LLC16,967
0.1% of portfolio›$423.5K
Simon Quick Advisors, LLC16,502
0.0% of portfolio›$411.9K
Bradley & Co. Private Wealth Management, LLC16,139
0.2% of portfolio›$402.8K
Oppenheimer & Co Inc16,029
0.0% of portfolio›$400.1K
Alliance Wealth Advisors, LLC15,893
0.1% of portfolio›$396.7K
Financial Advisory Corp15,476
0.0% of portfolio›$386.3K
Crusonia Wealth Advisors LLC15,288
0.1% of portfolio›$381.6K
1900 Wealth Management LLC15,178
0.0% of portfolio›$378.9K
Fortune Financial Group, Inc.15,161
0.3% of portfolio›$378.4K
Ledyard National Bank14,500
0.0% of portfolio›$361.9K
Patriot Investment Management Group, Inc.14,493
0.0% of portfolio›$361.7K
Welch & Forbes LLC14,263
0.0% of portfolio›$356.0K
Yoder Wealth Management, Inc.13,975
0.1% of portfolio›$348.8K
Physician Wealth Advisors, Inc.13,548
0.0% of portfolio›$338.2K
Valley Forge Investment Consultants Inc ADV13,247
0.1% of portfolio›$330.6K
Asset One Wealth Management LLC13,244
0.0% of portfolio›$330.6K
Cypress Wealth Services, LLC13,171
0.0% of portfolio›$328.2K
Bank of New Hampshire13,150
0.1% of portfolio›$328.2K
Koesten, Hirschmann & Crabtree, Inc.13,139
0.1% of portfolio›$328.0K
FF Advisors,LLC13,074
0.1% of portfolio›$326.3K
Old Mission Investment Co LLC12,973
0.1% of portfolio›$323.8K
Koshinski Asset Management, Inc.12,851
0.0% of portfolio›$320.8K
Brookstone Capital Management12,753
0.0% of portfolio›$318.3K
Gamma Investing LLC12,745
0.0% of portfolio›$318.1K
Aprio Wealth Management, LLC12,626
0.0% of portfolio›$315.1K
True Private Wealth Advisors12,424
0.0% of portfolio›$310.1K
Ferguson Johnson Wealth Management Inc12,210
0.2% of portfolio›$304.8K
Strategic Blueprint, LLC12,098
0.0% of portfolio›$302.0K
Next Level Wealth Planning, LLC11,901
0.1% of portfolio›$297.0K
Berkshire Money Management, Inc.11,687
0.0% of portfolio›$291.7K
Sarver Vrooman Wealth Advisors11,550
0.2% of portfolio›$288.3K
Journey Advisory Group, LLC11,500
0.0% of portfolio›$287.0K
Midland Wealth Advisors, LLC11,398
0.0% of portfolio›$284.5K
Foster Dykema Cabot & Partners, LLC11,200
0.0% of portfolio›$279.6K
Wilmington Savings Fund Society, FSB11,100
0.0% of portfolio›$277.1K
Ballast Rock Private Wealth LLC10,990
0.1% of portfolio›$274.3K
Pine Haven Investment Counsel, Inc10,850
0.2% of portfolio›$270.8K
Dudley Capital Management, LLC10,500
0.1% of portfolio›$262.1K
Highland Financial Advisors, LLC10,162
0.1% of portfolio›$253.6K
McGuire Investment Group, LLC9,868
0.0% of portfolio›$246.3K
Choreo, LLC9,663
0.0% of portfolio›$241.2K
Spire Wealth Management9,593
0.0% of portfolio›$239.5K
Gradient Capital Advisors, LLC9,532
0.1% of portfolio›$237.9K
Robertson Stephens Wealth Management, LLC9,515
0.0% of portfolio›$237.5K
Vise Technologies, Inc.9,397
0.0% of portfolio›$234.5K
Wealth Advisory Solutions, LLC9,353
0.0% of portfolio›$233.5K
KPP Advisory Services LLC9,320
0.0% of portfolio›$232.6K
Trust Point Inc.9,193
0.0% of portfolio›$229.5K
Csenge Advisory Group9,192
0.0% of portfolio›$229.4K
Arnold Financial Planning LLC8,910
0.2% of portfolio›$222.4K
Whitener Capital Management, Inc.8,600
0.0% of portfolio›$214.7K
Summit Place Financial Advisors, LLC8,400
0.1% of portfolio›$209.7K
Marathon Capital Management8,400
0.0% of portfolio›$209.7K
Cooper S Advisors, LLC8,230
0.1% of portfolio›$205.4K
Loring Wolcott & Coolidge Fiduciary Advisors LLP8,000
0.0% of portfolio›$199.7K
Phillips Financial Management, LLC7,523
0.0% of portfolio›$187.8K
Ascentis Independent Advisors5,650
0.0% of portfolio›$141.0K
Private Trust Co NA5,084
0.0% of portfolio›$126.9K
Pinnacle Bancorp, Inc.4,798
0.0% of portfolio›$119.8K
Align Financial, LLC4,788
0.1% of portfolio›$119.5K
Pittenger & Anderson Inc4,140
0.0% of portfolio›$103.3K
Phillip James Consulting Co.3,940
0.1% of portfolio›$98.3K
Bokf, NA3,891
0.0% of portfolio›$97.1K
Blue Trust, Inc.3,645
0.0% of portfolio›$91.0K
Trust Co3,194
0.0% of portfolio›$79.7K
Hyposwiss Advisors SA2,740
0.1% of portfolio›$68.4K
Asset Dedication, LLC2,570
0.0% of portfolio›$64.1K
Coastline Trust Co2,266
0.0% of portfolio›$56.6K
Y.D. More Investments Ltd2,108
0.0% of portfolio›$52.6K
Burkett Financial Services, LLC2,059
0.0% of portfolio›$51.4K
Miller Global Investments, LLC1,995
0.0% of portfolio›$49.8K
Legacy Bridge, LLC1,900
0.0% of portfolio›$47.4K
Birch Financial Group, LLC1,724
0.0% of portfolio›$43.0K
GHP Investment Advisors, Inc.1,608
0.0% of portfolio›$40.1K
United Community Bank1,400
0.0% of portfolio›$34.9K
Eastern Bank1,325
0.0% of portfolio›$33.1K
Pension & Wealth Management Advisors, Inc.998
0.0% of portfolio›$24.9K
Maryland Capital Advisors Inc.865
0.0% of portfolio›$21.6K
Biltmore Family Office, LLC650
0.0% of portfolio›$16.2K
AlphaCore Capital LLC610
0.0% of portfolio›$15.2K
Financial Consulate, Inc321
0.0% of portfolio›$8.0K
First Premier Bank302
0.0% of portfolio›$8
IMG Wealth Management, Inc.209
0.0% of portfolio›$5.2K
Hoey Investments, Inc135
0.0% of portfolio›$3.4K
Evolution Wealth Management Inc.131
0.0% of portfolio›$3.3K
Root Financial Partners, LLC64
0.0% of portfolio›$1.6K
Key Capital Management, Inc48
0.0% of portfolio›$1.2K
Citigroup Inc1
0.0% of portfolio›$25
StyleTurnoverLocationFiled
Lido Advisors, LLC
4,450,987$111.1M0.3%GrowthLowLos Angeles, CA2026-11-04
Capital Investment Advisors, LLC
3,993,216$99.7M1.3%CoreLowAtlanta, GA2026-10-22
Howland Capital Management LLC
1,518,136$37.9M1.3%CoreLowBoston, MA2026-10-22
Woodmont Investment Counsel LLC
1,470,519$36.7M2.0%GARPVery LowNashville, TN2026-10-29
Gratus Wealth Advisors, LLC
1,409,397$35.2M4.5%ETFLowVirginia Beach, VA2026-10-26
Kathmere Capital Management, LLC
1,365,214$34.1M1.7%ETFLowWayne, PA2026-10-20
Sigma Investment Counselors Inc
1,352,078$33.7M1.6%ETFLowNorthville, MI2026-10-27
Klingman & Associates, LLC
1,343,195$33.5M1.4%ETFVery LowNew York, NY2026-10-20
RVW Wealth, LLC
1,195,531$29.8M1.9%ETFVery LowLos Angeles, CA2026-10-06
Kestra Advisory Services, LLC
1,113,834$27.8M0.1%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
1,088,379$27.2M0.0%ETFLowWaltham, MA2026-11-02
Tabr Capital Management, LLC
977,456$24.4M17.9%ETFHighOrange, CA2026-10-20
Truist Financial Corp
942,653$23.5M0.0%CoreLowCharlotte, NC2026-10-30
MV Capital Management, Inc.
818,705$20.4M1.9%ETFLowBethesda, MD2026-10-29
Summit Asset Management, LLC
761,236$19.0M2.4%ETFLowMemphis, TN2026-11-05
Rebalance, LLC
690,030$17.2M0.9%ETFVery LowPalo Alto, CA2026-10-22
Glenview Trust Co
608,844$15.2M0.2%GrowthVery LowLouisville, KY2026-10-28
Arrow Financial Corp
588,817$14.7M1.3%ETFLowGlens Falls, NY2026-10-26
Lyell Wealth Management, LP
558,377$13.9M0.8%GrowthLowMenlo Park, CA2026-10-30
Windsor Capital Management, LLC
550,625$13.7M3.5%ETFVery LowPhoenix, AZ2026-10-13
Strid Group, LLC
546,552$13.6M1.5%ETFLowNewtown Square, PA2026-10-28
First National Trust Co
526,096$13.1M0.5%GrowthLowJohnstown, PA2026-10-28
Cornerstone Planning, LLC
517,690$13.0M2.7%CoreMediumCharlotte, NC2026-10-27
Novem Group
503,223$12.6M1.2%ETFMediumRochester, NY2026-10-19
Cowa, LLC
498,182$12.4M3.0%ETFMediumTulsa, OK2026-10-30
Ironwood Financial, llc
475,888$11.9M1.8%ETFLowTucson, AZ2026-10-20
Mesirow Financial Investment Management, Inc.
464,658$11.6M0.2%CoreLowChicago, IL2026-11-05
Atria Investments, Inc
402,046$10.0M0.1%CoreMediumCharlotte, NC2026-10-15
First International Bank of Israel Ltd.
402,000$10.0M4.1%ETFMediumTel Aviv, Luxembourg2026-11-04
InvesTrust
387,435$9.7M3.9%CoreLowOklahoma City, OK2026-10-14
Parallel Advisors, LLC
378,124$9.4M0.1%IndexLowSan Francisco, CA2026-11-03
Arcadia Investment Advisors LLC
375,506$9.4M3.9%ETFLowEagle, ID2026-10-13
PFG Private Wealth Management, LLC
317,122$7.9M3.4%ETFHighLutz, FL2026-10-15
IFP Advisors, Inc
304,558$7.6M0.1%GrowthLowTampa, FL2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
297,866$7.4M0.1%ETFLowMinneapolis, MN2026-10-14
Sonata Capital Group Inc
296,578$7.4M2.4%ETFVery LowSeattle, WA2026-10-19
Quantum Financial Advisors, LLC
290,348$7.2M0.7%ETFLowSanta Monica, CA2026-11-03
Beese Fulmer Investment Management, Inc.
288,345$7.2M0.4%CoreLowCanton, OH2026-10-23
Praetorian Wealth Management, Inc.
285,699$7.1M1.2%ETFVery LowCarmel, CA2026-10-16
Guidance Point Advisors, LLC
278,785$7.0M1.5%ETFVery LowWellesley, MA2026-10-15
Penobscot Investment Management Company, Inc.
268,814$6.7M0.5%GrowthLowBoston, MA2026-10-26
MinichMacGregor Wealth Management, LLC
261,311$6.5M1.1%ETFHighSaratoga Springs, NY2026-10-14
Virginia Wealth Management Group, Inc.
257,513$6.4M3.2%YieldLowVirginia Beach, VA2026-10-14
Beaumont Asset Management, L.L.C.
254,608$6.4M2.2%ETFLowBeaumont, TX2026-10-16
MCF Advisors LLC
253,812$6.3M0.2%ETFLowLexington, KY2026-10-28
Cambridge Investment Research Advisors, Inc.
248,891$6.2K0.0%ETFLowFairfield, IA2026-11-02
Great Diamond Partners, LLC
247,275$6.2M1.0%CoreMediumPortland, ME2026-10-13
Droms Strauss Advisors Inc
232,660$5.8M1.3%ETFLowSt. Louis, MO2026-11-03
Cherry Tree Wealth Management, LLC
229,986$5.7M1.1%ETFVery LowMinnetonka, MN2026-10-15
Apex Wealth Management, LLC
225,233$5.6M3.3%ETFMediumBedford, NH2026-10-20
Precedent Wealth Partners, LLC
221,401$5.5M0.8%ETFMediumHouston, TX2026-10-21
4Thought Financial Group Inc.
215,417$5.4M2.5%ETFLowSyosset, NY2026-11-02
IFS Advisors, LLC
210,802$5.3M1.6%ETFLowOverland Park, KS2026-10-14
Wealth Enhancement Advisory Services, LLC
209,554$5.2M0.0%CoreLowPlymouth, MN2026-10-13
SAX Wealth Advisors, LLC
206,787$5.2M0.1%ETFVery LowParsippany, NJ2026-10-13
Moneco Advisors, LLC
205,970$5.1M0.3%ETFLowFairfield, CT2026-11-05
Sightline Wealth Advisors, LLC
205,789$5.1M2.4%ETFLowGroton, CT2026-10-21
Creative Planning
199,904$5.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Krilogy Financial LLC
198,736$5.0M0.1%GrowthLowSt. Louis, MO2026-10-13
Members Wealth LLC
198,697$5.0M2.5%ETFLowMedia, PA2026-10-20
Rossmore Private Capital
193,012$4.8M0.4%CoreLowGlastonbury, CT2026-10-27
Kestra Private Wealth Services, LLC
190,415$4.8M0.1%GrowthLowAustin, TX2026-10-30
Twin Cities Retirement Group LLC
189,995$4.7M3.9%ETFVery LowPlymouth, MN2026-10-16
Leo Wealth, LLC
189,278$4.7M1.0%CoreLowHurst, TX2026-10-26
Fulton Breakefield Broenniman LLC
188,208$4.7M0.3%GrowthLowBethesda, MD2026-11-03
Chicago Partners Investment Group LLC
187,280$4.7M0.1%GARPLowChicago, IL2026-10-27
Laurel Wealth Advisors LLC
185,311$4.6M0.4%CoreVery LowCharlotte, NC2026-10-27
High Note Wealth, LLC
179,347$4.5M0.7%ETFVery LowDeephaven, MN2026-10-27
Sowell Financial Services LLC
166,462$4.2M0.1%CoreLowNorth Little Rock, AR2026-10-23
Regions Financial Corp
155,442$3.9M0.0%CoreLowBirmingham, AL2026-11-05
MTM Investment Management, LLC
155,407$3.9M1.1%CoreVery LowSpartanburg, SC2026-10-30
Evergreen Private Wealth LLC
154,741$3.9M1.4%CoreLowGreenwood Village, CO2026-10-30
Harbor Investment Advisory, LLC
134,574$3.4M0.2%GrowthLowLutherville, MD2026-10-13
Adirondack Trust Co
133,103$3.3M1.0%GrowthLowSaratoga Springs, NY2026-10-14
Matthew Goff Investment Advisor, LLC
132,792$3.3M0.5%CoreMediumHouston, TX2026-10-13
Associated Banc-Corp
118,879$3.0M0.1%CoreLowGreen Bay, WI2026-10-30
Breachway Investments LLC
117,792$2.9M4.5%ETFLowCharlestown, RI2026-10-19
LifePlan Financial, LLC
117,247$2.9M2.1%CoreLowMankato, MN2026-10-13
Venture Visionary Partners LLC
114,863$2.9M0.1%CoreLowSylvania, OH2026-10-07
McGlone Suttner Wealth Management, Inc.
110,150$2.7M0.3%ETFVery LowAppleton, WI2026-10-13
Chesley Taft & Associates LLC
109,882$2.7M0.1%CoreLowChicago, IL2026-10-13
Marathon Mission, Inc.
108,014$2.7M1.4%ETFVery LowAlbany, NY2026-10-01
Weaver Consulting Group
107,810$2.7M0.5%ETFLowHuntington Beach, CA2026-10-07
Resonant Capital Advisors, LLC
105,861$2.6M0.1%ETFLowMadison, WI2026-10-15
Cornell Pochily Investment Advisors, Inc.
104,433$2.6M0.7%CoreLowIthaca, NY2026-10-19
Segment Wealth Management, LLC
96,140$2.4M0.1%CoreLowHouston, TX2026-10-26
Arcataur Capital Management LLC
95,440$2.4M0.6%ETFVery LowMilwaukee, WI2026-10-21
Woodley Farra Manion Portfolio Management Inc
92,510$2.3M0.1%ValueMediumIndianapolis, IN2026-11-05
LFA - Lugano Financial Advisors SA
92,474$2.3M1.3%ETFLowLugano, Switzerland2026-11-03
Integrated Advisors Network LLC
90,600$2.3M0.1%GrowthMediumDallas, TX2026-10-20
Signaturefd, LLC
89,381$2.2M0.0%IndexLowAtlanta, GA2026-10-23
Keeler Thomas Management LLC
86,053$2.1M0.8%CoreHighOrem, UT2026-10-29
Riverchase Wealth Management, LLC
83,668$2.1M1.0%ETFMediumFlower Mound, TX2026-10-28
Commonwealth Financial Services, LLC
81,581$2.0M0.4%ETFMediumVienna, WV2026-10-20
Cove Private Wealth, LLC
81,000$2.0M0.4%GrowthLowOyster Bay Cove, NY2026-10-28
Foundation Wealth Management, LLC
79,105$2.0M1.1%ETFLowClayton, MO2026-10-22
Park Avenue Securities LLC
78,479$2.0K0.0%ETFMediumNew York, NY2026-10-26
Wilkins Miller Wealth Management, LLC
74,944$1.9M1.1%ETFVery LowMobile, AL2026-10-13
First Fiduciary Investment Counsel, Inc.
74,405$1.9K0.0%CoreLowCleveland, OH2026-10-27
Probity Advisors, Inc.
71,202$1.8M0.3%ETFLowDallas, TX2026-10-23
Foundry Financial Group, Inc.
71,100$1.8M0.7%ETFLowLaconia, NH2026-10-28
Forvis Mazars Wealth Advisors, LLC
69,017$1.7M0.0%ETFVery LowSpringfield, MO2026-10-13
Scissortail Wealth Management, LLC
67,395$1.7M0.3%ETFLowTulsa, OK2026-11-03
Beacon Financial Group
66,671$1.7M0.2%ETFMediumDallas, TX2026-10-19
Hurley Capital, LLC
66,247$1.7M0.8%GARPMediumNew York, NY2026-11-05
Bullock Wealth Management Group
63,651$1.6M0.7%GrowthLowBloomington, IN2026-10-09
Princeton Global Asset Management LLC
60,636$1.5M0.2%GrowthLowPrinceton, NJ2026-10-21
Cyr Financial Inc.
60,517$1.5M0.7%ETFLowHennepin, IL2026-10-16
Community Financial Services Group, LLC
59,300$1.5M0.2%GrowthLowNewport, VT2026-10-15
Barrett & Company, Inc.
59,062$1.5M0.4%ETFLowProvidence, RI2026-10-22
Davenport & Co LLC
58,660$1.5M0.0%CoreMediumRichmond, VA2026-10-14
Mendota Financial Group, LLC
57,273$1.4M0.9%ETFLowMadison, WI2026-10-07
Montecito Bank & Trust
56,897$1.4M0.2%GrowthVery LowSanta Barbara, CA2026-10-01
Farther Finance Advisors, LLC
56,790$1.4M0.0%IndexLowSan Francisco, CA2026-10-08
BridgePort Financial Solutions, LLC
56,146$1.4M0.3%ETFLowFairfield, IA2026-11-02
Beaumont Financial Advisors, LLC
55,167$1.4M0.1%GrowthMediumNeedham, MA2026-10-22
Concurrent Investment Advisors, LLC
52,675$1.3M0.0%GrowthMediumTampa, FL2026-10-16
Briggs Wealth Management, Inc
52,274$1.3M1.1%ETFLowGlastonbury, CT2026-10-26
One Day In July LLC
51,438$1.3M0.1%ETFVery LowBurlington, VT2026-10-30
New England Private Wealth Advisors LLC
50,834$1.3M0.1%ETFVery LowWellesley, MA2026-10-19
Meitav Investment House LTD
50,602$1.3M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Aspen Wealth Management LLC
49,434$1.2M0.2%ETFLowFort Worth, TX2026-10-14
Meridian Wealth Management, LLC
49,139$1.2M0.0%GrowthLowLexington, KY2026-11-05
Blue Square Asset Management, LLC
47,442$1.2M0.5%MomentumMediumNew York, NY2026-11-02
Archford Capital Strategies, LLC
47,210$1.2M0.1%GrowthMediumSwansea, IL2026-10-19
Wesbanco Bank Inc
45,558$1.1M0.0%CoreLowWheeling, WV2026-11-04
Valley Wealth Managers, Inc.
44,077$1.1M0.1%GARPMediumParamus, NJ2026-10-09
Conrad Siegel Investment Advisors, Inc.
43,846$1.1M0.2%ETFLowHarrisburg, PA2026-10-08
Romano Brothers and Company
43,269$1.1M0.1%CoreLowEvanston, IL2026-10-22
One Plus One Wealth Management, LLC
42,993$1.1M0.4%ETFMediumJupiter, FL2026-10-16
Diversify Wealth Management, LLC
42,401$1.1M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
42,401$1.1M0.0%GrowthLowSandy, UT2026-10-20
Paradigm, Strategies in Wealth Management, LLC
41,614$1.0M0.7%ETFLowMaple Grove, MN2026-10-16
StoneX Group Inc.
40,355$1.0M0.0%ETFMediumNew York, NY2026-11-03
Flagship Harbor Advisors, LLC
39,943$997.0K0.0%ETFMediumBoston, MA2026-10-26
XY Planning Network, Inc.
39,096$975.8K0.1%ETFLowBozeman, MT2026-10-14
Provenance Wealth Advisors, LLC
38,161$952.5K0.1%ETFLowFort Lauderdale, FL2026-10-30
TD Waterhouse Canada Inc.
37,604$937.8K0.0%CoreLowToronto, Australia2026-10-16
Balentine LLC
35,852$894.9K0.0%ETFLowAtlanta, GA2026-11-03
KOM Wealth Management Group, LLC
35,517$886.5K0.4%ETFLowAppleton, WI2026-10-15
Lewis Asset Management, LLC
35,500$886.1K0.3%GrowthLowLafayette, CA2026-10-14
River's Edge Wealth Management, LLC
34,141$852.8K0.7%ETFVery LowBeaver, PA2026-10-19
Walleye Partners, LLC
33,827$844.3K0.9%ValueLowMadison, WI2026-10-13
Focused Alpha, LLC
33,741$842.2K0.2%CoreMediumDenver, CO2026-10-20
Prosperity Planning, Inc.
33,265$830.3K0.2%ETFVery LowNorth Kansas City, MO2026-10-09
4J Wealth Management LLC
33,078$825.6K0.4%ETFMediumMclean, VA2026-11-02
Gilbert Capital Group, Inc.
32,990$823.4K0.6%ETFHighNorth Yarmouth, ME2026-10-28
Scott Capital Advisors, LLC
32,937$821.8K0.1%ETFVery LowPortland, OR2026-10-13
Walser Wealth Management Company, A Ltd Liability Co
32,620$814.2K0.3%GrowthHighTampa, FL2026-10-15
Duncker Streett & Co Inc
32,413$809.0K0.1%GrowthLowSt. Louis, MO2026-10-27
Schuylkill Financial LLC
32,059$800.2K0.8%ETFN/AWyomissing, PA2026-10-21
KFG LLC
31,442$784.8K0.5%ETFN/ARapid City, SD2026-11-02
DecisionMap Wealth Management, LLC
31,058$775.2K0.4%ETFLowGreat Falls, VA2026-10-29
Autumn Glory Partners, LLC
30,024$749.4K0.2%CoreMediumDallas, TX2026-10-26
Peck Wealth Management, LLC
29,080$725.8K0.6%ETFLowWhite Plains, NY2026-10-29
Lee Financial Co
28,900$721.3K0.1%ETFVery LowDallas, TX2026-10-16
Hengehold Capital Management LLC
28,764$717.9K0.1%ETFLowCincinnati, OH2026-10-16
Straight Path Wealth Management
28,289$706.1K0.2%ETFLowJenison, MI2026-10-23
First Interstate Bank
25,740$642.5K0.0%ETFLowBillings, MT2026-10-23
Beacon Financial Planning, Inc
25,003$624.1K0.2%ETFVery LowHyannis, MA2026-11-04
ADG Wealth Management Group, LLC
24,920$622.0K0.4%ETFVery LowMetairie, LA2026-10-23
Redwood Financial Network Corp
24,435$609.9K0.3%ETFLowSolon, OH2026-11-03
MGO One Seven LLC
23,754$592.9K0.0%GrowthLowBeachwood, OH2026-10-28
Stockman Wealth Management, Inc.
23,348$582.8K0.1%CoreLowBillings, MT2026-10-27
Curbstone Financial Management Corp
23,000$574.1K0.1%CoreLowManchester, NH2026-10-21
Cornerstone Wealth Advisors, Inc.
22,250$555.4K0.1%ETFLowEdina, MN2026-10-16
Ashton Thomas Private Wealth, LLC
22,089$551.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Atwater Malick LLC
21,918$547.1K0.1%CoreLowLancaster, PA2026-10-15
WJ Wealth Management, LLC
21,650$540.4K0.2%ETFMediumGlendale, AZ2026-11-03
Farnam Financial LLC
21,161$528.6K0.4%ETFLowPhoenix, AZ2026-10-21
Tableaux LLC
21,160$528.2K0.2%ETFLowStockbridge, MA2026-10-23
Johnson Bixby & Associates, LLC
20,911$521.9K0.1%ETFMediumVancouver, WA2026-10-14
Robinson Smith Wealth Advisors LLC
20,117$502.1K0.3%ETFLowSouth Portland, ME2026-10-22
Ellis Investment Partners, LLC
19,994$499.1K0.1%ETFLowBerwyn, PA2026-10-21
Indivisible Partners
19,492$486.5K0.0%GrowthMediumClearwater, FL2026-10-26
Alterna Wealth Management, Inc
19,115$477.1K0.3%ETFMediumHouston, TX2026-10-27
Robbins Farley
18,458$460.7K0.2%CoreMediumBedford, NH2026-10-21
Schmidt P J Investment Management Inc
18,132$452.6K0.1%GrowthVery LowCedarburg, WI2026-11-02
Avidian Wealth Enterprises, LLC
18,000$449.3K0.0%ETFLowHouston, TX2026-10-08
XML Financial, LLC
17,943$447.9K0.0%ETFLowBethesda, MD2026-10-29
S.E.E.D. Planning Group LLC
16,967$423.5K0.1%CoreMediumBinghamton, NY2026-10-07
Simon Quick Advisors, LLC
16,502$411.9K0.0%ETFLowMorristown, NJ2026-10-26
Bradley & Co. Private Wealth Management, LLC
16,139$402.8K0.2%CoreVery LowMiami, FL2026-10-23
Oppenheimer & Co Inc
16,029$400.1K0.0%CoreLowNew York, NY2026-10-26
Alliance Wealth Advisors, LLC
15,893$396.7K0.1%ETFHighCenterville, UT2026-10-28
Financial Advisory Corp
15,476$386.3K0.0%ETFVery LowGrand Rapids, MI2026-10-14
Crusonia Wealth Advisors LLC
15,288$381.6K0.1%ETFVery LowDenver, CO2026-10-26
1900 Wealth Management LLC
15,178$378.9K0.0%ETFLowSan Antonio, TX2026-10-13
Fortune Financial Group, Inc.
15,161$378.4K0.3%ETFHighNaples, FL2026-10-22
Ledyard National Bank
14,500$361.9K0.0%CoreLowHanover, NH2026-10-21
Patriot Investment Management Group, Inc.
14,493$361.7K0.0%ETFVery LowKnoxville, TN2026-10-15
Welch & Forbes LLC
14,263$356.0K0.0%CoreVery LowBoston, MA2026-11-04
Yoder Wealth Management, Inc.
13,975$348.8K0.1%ETFLowWalnut Creek, CA2026-10-13
Physician Wealth Advisors, Inc.
13,548$338.2K0.0%ETFMediumMidvale, UT2026-10-20
Valley Forge Investment Consultants Inc ADV
13,247$330.6K0.1%ETFVery LowAudubon, PA2026-11-03
Asset One Wealth Management LLC
13,244$330.6K0.0%GrowthLowBellevue, WA2026-11-02
Cypress Wealth Services, LLC
13,171$328.2K0.0%ETFLowPalm Desert, CA2026-10-21
Bank of New Hampshire
13,150$328.2K0.1%CoreLowLaconia, NH2026-10-06
Koesten, Hirschmann & Crabtree, Inc.
13,139$328.0K0.1%ETFVery LowOverland Park, KS2026-10-13
FF Advisors,LLC
13,074$326.3K0.1%ETFLowManhattan Beach, CA2026-10-21
Old Mission Investment Co LLC
12,973$323.8K0.1%ETFLowTraverse City, MI2026-10-22
Koshinski Asset Management, Inc.
12,851$320.8K0.0%ETFLowDecatur, IL2026-10-29
Brookstone Capital Management
12,753$318.3K0.0%ETFMediumWheaton, IL2026-10-22
Gamma Investing LLC
12,745$318.1K0.0%IndexVery LowFoster City, CA2026-10-08
Aprio Wealth Management, LLC
12,626$315.1K0.0%ETFMediumAtlanta, GA2026-10-28
True Private Wealth Advisors
12,424$310.1K0.0%ETFMediumSalem, OR2026-10-19
Ferguson Johnson Wealth Management Inc
12,210$304.8K0.2%ETFVery LowRockville, MD2026-11-05
Strategic Blueprint, LLC
12,098$302.0K0.0%ETFLowAtlanta, GA2026-10-22
Next Level Wealth Planning, LLC
11,901$297.0K0.1%ETFVery LowMeridian, ID2026-10-29
Berkshire Money Management, Inc.
11,687$291.7K0.0%ETFMediumDalton, MA2026-10-21
Sarver Vrooman Wealth Advisors
11,550$288.3K0.2%ETFMediumKansas City, MO2026-10-01
Journey Advisory Group, LLC
11,500$287.0K0.0%CoreMediumCovington, KY2026-11-04
Midland Wealth Advisors, LLC
11,398$284.5K0.0%ETFLowEffingham, IL2026-10-26
Foster Dykema Cabot & Partners, LLC
11,200$279.6K0.0%GrowthLowWaltham, MA2026-10-30
Wilmington Savings Fund Society, FSB
11,100$277.1K0.0%CoreLowWilmington, DE2026-10-23
Ballast Rock Private Wealth LLC
10,990$274.3K0.1%ETFMediumCharleston, SC2026-10-26
Pine Haven Investment Counsel, Inc
10,850$270.8K0.2%CoreVery LowFairhaven, MA2026-11-02
Dudley Capital Management, LLC
10,500$262.1K0.1%GrowthLowMiddleburg, VA2026-10-23
Highland Financial Advisors, LLC
10,162$253.6K0.1%ETFVery LowWayne, NJ2026-10-19
McGuire Investment Group, LLC
9,868$246.3K0.0%Agg GrowthLowWakefield, RI2026-10-23
Choreo, LLC
9,663$241.2K0.0%IndexLowRockford, IL2026-10-28
Spire Wealth Management
9,593$239.5K0.0%GrowthMediumMclean, VA2026-10-30
Gradient Capital Advisors, LLC
9,532$237.9K0.1%ETFLowSan Diego, CA2026-10-21
Robertson Stephens Wealth Management, LLC
9,515$237.5K0.0%ETFMediumSan Francisco, CA2026-10-16
Vise Technologies, Inc.
9,397$234.5K0.0%IndexLowNew York, NY2026-10-29
Wealth Advisory Solutions, LLC
9,353$233.5K0.0%ETFLowZionsville, IN2026-10-20
KPP Advisory Services LLC
9,320$232.6K0.0%GrowthMediumLouisville, KY2026-10-26
Trust Point Inc.
9,193$229.5K0.0%CoreMediumLa Crosse, WI2026-10-27
Csenge Advisory Group
9,192$229.4K0.0%ETFMediumClearwater, FL2026-11-04
Arnold Financial Planning LLC
8,910$222.4K0.2%ETFVery LowHiawatha, IA2026-10-20
Whitener Capital Management, Inc.
8,600$214.7K0.0%CoreVery LowRocky Mount, NC2026-10-15
Summit Place Financial Advisors, LLC
8,400$209.7K0.1%CoreMediumSummit, NJ2026-10-23
Marathon Capital Management
8,400$209.7K0.0%CoreLowHunt Valley, MD2026-10-23
Cooper S Advisors, LLC
8,230$205.4K0.1%ETFLowVictor, NY2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
8,000$199.7K0.0%GrowthVery LowBoston, MA2026-10-23
Phillips Financial Management, LLC
7,523$187.8K0.0%ETFVery LowFort Wayne, IN2026-10-19
Ascentis Independent Advisors
5,650$141.0K0.0%ETFLowDallas, TX2026-11-03
Private Trust Co NA
5,084$126.9K0.0%CoreLowCleveland, OH2026-10-20
Pinnacle Bancorp, Inc.
4,798$119.8K0.0%CoreVery LowBeatrice, NE2026-10-21
Align Financial, LLC
4,788$119.5K0.1%ETFVery LowHermantown, MN2026-10-16
Pittenger & Anderson Inc
4,140$103.3K0.0%CoreLowLincoln, NE2026-11-02
Phillip James Consulting Co.
3,940$98.3K0.1%ETFVery HighPlymouth, MN2026-11-03
Bokf, NA
3,891$97.1K0.0%CoreLowTulsa, OK2026-10-27
Blue Trust, Inc.
3,645$91.0K0.0%ETFLowBrentwood, TN2026-10-15
Trust Co
3,194$79.7K0.0%ETFVery LowManhattan, KS2026-10-09
Hyposwiss Advisors SA
2,740$68.4K0.1%ETFLowGeneva, Switzerland2026-10-26
Asset Dedication, LLC
2,570$64.1K0.0%ETFLowSan Francisco, CA2026-11-03
Coastline Trust Co
2,266$56.6K0.0%GrowthVery LowProvidence, RI2026-10-01
Y.D. More Investments Ltd
2,108$52.6K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Burkett Financial Services, LLC
2,059$51.4K0.0%ETFLowRock Hill, SC2026-10-01
Miller Global Investments, LLC
1,995$49.8K0.0%ValueMediumDallas, TX2026-10-02
Legacy Bridge, LLC
1,900$47.4K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Birch Financial Group, LLC
1,724$43.0K0.0%CoreLowKeene, NH2026-10-27
GHP Investment Advisors, Inc.
1,608$40.1K0.0%CoreVery LowDenver, CO2026-10-15
United Community Bank
1,400$34.9K0.0%CoreLowGreenville, SC2026-10-28
Eastern Bank
1,325$33.1K0.0%GrowthMediumBoston, MA2026-10-05
Pension & Wealth Management Advisors, Inc.
998$24.9K0.0%ETFLowWaltham, MA2026-10-16
Maryland Capital Advisors Inc.
865$21.6K0.0%ETFVery LowChester, MD2026-10-15
Biltmore Family Office, LLC
650$16.2K0.0%GrowthLowCharlotte, NC2026-11-03
AlphaCore Capital LLC
610$15.2K0.0%ETFLowLa Jolla, CA2026-11-04
Financial Consulate, Inc
321$8.0K0.0%ETFLowHunt Valley, MD2026-10-23
First Premier Bank
302$80.0%CoreVery LowSioux Falls, SD2026-10-13
IMG Wealth Management, Inc.
209$5.2K0.0%ETFMediumJacksonville, FL2026-10-27
Hoey Investments, Inc
135$3.4K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Evolution Wealth Management Inc.
131$3.3K0.0%ETFMediumFort Myers, FL2026-10-28
Root Financial Partners, LLC
64$1.6K0.0%ETFMediumEncinitas, CA2026-10-21
Key Capital Management, Inc
48$1.2K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Citigroup Inc
1$250.0%CoreMediumNew York, NY2026-11-04