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Ishares Future AI & Tech ETF (ARTY)

CUSIP: 46435U556 | NYSE | 684 institutional holders

Quarters

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

CX Institutional121,452
0.3% of portfolio›$9.5K
Creative Planning105,396
0.0% of portfolio›$8.3M
McNaughton Wealth Management, LLC101,463
2.8% of portfolio›$7.9M
Cora Capital Advisors LLC100,046
2.1% of portfolio›$7.8M
BostonPremier Wealth LLC97,095
3.1% of portfolio›$7.6M
Wealthcare Advisory Partners LLC96,191
0.1% of portfolio›$7.5M
Commonwealth Equity Services, LLC94,218
0.0% of portfolio›$7.4M
Adamsbrown Wealth Consultants LLC93,318
1.3% of portfolio›$7.3M
Kestra Advisory Services, LLC86,456
0.0% of portfolio›$6.8M
Invera Wealth Advisors, LLC82,752
3.3% of portfolio›$6.5M
LTS Liquid Investments LLC72,285
1.7% of portfolio›$5.7M
Tucker Asset Management LLC71,064
1.4% of portfolio›$5.6M
Wealth Management Partners, LLC65,700
1.2% of portfolio›$5.1M
Concurrent Investment Advisors, LLC61,343
0.0% of portfolio›$4.8M
Intrua Financial, LLC59,600
0.4% of portfolio›$4.7M
Independent Financial Group, LLC47,242
0.1% of portfolio›$3.7M
Moran Wealth Management, LLC45,451
0.1% of portfolio›$3.6M
Gemmer Asset Management LLC44,779
0.2% of portfolio›$3.5M
Opus Capital Group, LLC43,052
0.0% of portfolio›$3.4K
Citigroup Inc42,350
0.0% of portfolio›$3.3M
Cambridge Investment Research Advisors, Inc.40,851
0.0% of portfolio›$3.2K
Spire Wealth Management40,571
0.1% of portfolio›$3.2M
Altura Wealth Advisors Inc.35,527
0.9% of portfolio›$2.8M
IFP Advisors, Inc35,355
0.0% of portfolio›$2.8M
Stephen J. Garry & Associates, LLC34,490
2.2% of portfolio›$2.7M
Cascade Investment Group, Inc.34,134
1.5% of portfolio›$2.7M
Truist Financial Corp33,871
0.0% of portfolio›$2.7M
Wealth Enhancement Advisory Services, LLC33,572
0.0% of portfolio›$2.6M
Ellerson Group Inc32,825
1.3% of portfolio›$2.2M
Atlas Private Wealth Advisors31,414
0.5% of portfolio›$2.5M
Laurel OAK Wealth Management, LLC29,618
0.3% of portfolio›$2.3M
Hudock, Inc.28,702
0.3% of portfolio›$2.2M
Soltis Investment Advisors LLC27,252
0.1% of portfolio›$2.1M
VVR Holdings LLC25,012
0.8% of portfolio›$2.0M
Fortis Group Advisors, LLC24,817
0.3% of portfolio›$1.7M
Kestra Private Wealth Services, LLC24,800
0.0% of portfolio›$1.9M
Phoenix Wealth Advisors22,375
0.5% of portfolio›$1.8M
Vise Technologies, Inc.21,821
0.0% of portfolio›$1.7M
Mtco Ltd.20,319
1.0% of portfolio›$1.6M
Brookstone Capital Management18,917
0.0% of portfolio›$1.5M
Platform Technology Partners18,307
0.2% of portfolio›$1.4M
Farther Finance Advisors, LLC16,859
0.0% of portfolio›$1.3M
Investment Partners, Ltd.16,408
0.2% of portfolio›$1.3M
Flagship Private Wealth, LLC16,151
0.4% of portfolio›$1.3M
Avior Wealth Management, LLC15,475
0.0% of portfolio›$1.2M
Guardian Asset Advisors, LLC15,240
0.5% of portfolio›$1.2M
Merit Financial Group, LLC15,180
0.0% of portfolio›$1.2M
Berbice Capital Management LLC13,898
0.5% of portfolio›$1.1M
Cullen T Bankers, Inc.13,592
0.0% of portfolio›$1.1M
Park Avenue Securities LLC13,515
0.0% of portfolio›$1.1K
Columbus Macro, LLC13,375
0.1% of portfolio›$1.0M
Kingsbury Capital Investment Advisors LLC13,148
1.0% of portfolio›$1.0M
Community Bank, N.A.13,000
0.1% of portfolio›$1.0M
Center for Financial Planning, Inc.12,243
0.1% of portfolio›$958.9K
Matisse Capital11,935
0.4% of portfolio›$934.8K
Fifth Third Bancorp11,762
0.0% of portfolio›$921.2K
Antonelli Financial Advisors, LLC11,622
0.7% of portfolio›$910.0K
Glass Jacobson Investment Advisors llc11,296
0.3% of portfolio›$884.7K
Herbst Group, LLC11,045
0.5% of portfolio›$865.0K
HB Wealth Management, LLC11,039
0.0% of portfolio›$864.6K
Fiduciary Financial Group, LLC11,000
0.1% of portfolio›$861.5K
Keystone Wealth Services, LLC10,787
0.2% of portfolio›$845.4K
Ellis Investment Partners, LLC10,300
0.1% of portfolio›$806.8K
Cypress Point Wealth Management, LLC10,066
0.1% of portfolio›$788.4K
Archer Investment Management, LLC9,965
0.2% of portfolio›$780.5K
Family Office Research LLC9,925
0.3% of portfolio›$777.4K
Old Peak Finance LLC9,488
0.3% of portfolio›$743.1K
Gen-Wealth Partners Inc9,431
0.2% of portfolio›$738.6K
VestGen Advisors, LLC9,133
0.0% of portfolio›$715.3K
Brighton Jones LLC8,908
0.0% of portfolio›$697.7K
Evolution Wealth Advisors, LLC8,635
0.1% of portfolio›$676.3K
Titleist Asset Management, LLC8,566
0.0% of portfolio›$670.9K
Visionary Horizons, LLC8,483
0.3% of portfolio›$664.5K
LexAurum Advisors, LLC8,350
0.1% of portfolio›$654.0K
Global View Capital Management LLC8,241
0.1% of portfolio›$645.4K
Partners Wealth Management, LLC8,071
0.1% of portfolio›$632.1K
Plan A Wealth LLC7,993
0.2% of portfolio›$626.0K
Provenance Wealth Advisors, LLC7,594
0.0% of portfolio›$594.8K
Amplius Wealth Advisors, LLC7,476
0.0% of portfolio›$585.5K
PFG Advisors7,134
0.0% of portfolio›$558.8K
Connecticut Capital Management Group, LLC7,124
0.4% of portfolio›$558.0K
Wedbush Securities Inc7,037
0.0% of portfolio›$551
Swmg, LLC7,000
0.1% of portfolio›$482.0K
Apollon Wealth Management, LLC6,999
0.0% of portfolio›$548.2K
J.W. Cole Advisors, Inc.6,836
0.0% of portfolio›$535.4K
Leo Wealth, LLC6,800
0.1% of portfolio›$532.6K
Networth Advisors, LLC6,679
0.3% of portfolio›$523.1K
Waldron Private Wealth LLC6,653
0.0% of portfolio›$521.1K
Belvedere Trading LLC6,579
0.0% of portfolio›$515.3K
Chicago Partners Investment Group LLC6,512
0.0% of portfolio›$449.5K
Forvis Mazars Wealth Advisors, LLC6,390
0.0% of portfolio›$500.5K
Accredited Investor Services, LLC6,124
0.3% of portfolio›$479.6K
Next Level Wealth Planning, LLC6,030
0.2% of portfolio›$472.3K
Sonata Capital Group Inc5,850
0.1% of portfolio›$458.2K
Everest Financial Group LLC5,358
0.1% of portfolio›$419.6K
Sutton Place Investors LLC5,350
0.2% of portfolio›$419.0K
Lotus Asset Management LLC5,267
0.3% of portfolio›$412.5K
BCS Wealth Management5,197
0.1% of portfolio›$407.0K
AtlasMark Financial, Inc5,163
0.2% of portfolio›$404.4K
Taylor & Morgan Wealth Management, LLC5,100
0.2% of portfolio›$399.4K
Dynamic Advisor Solutions LLC5,015
0.0% of portfolio›$392.8K
Echo45 Advisors LLC5,000
0.2% of portfolio›$391.6K
Virginia Wealth Management Group, Inc.5,000
0.2% of portfolio›$391.6K
Visionary Wealth Advisors4,997
0.0% of portfolio›$391.4K
Riverbend Wealth Management, LLC4,711
0.2% of portfolio›$368.9K
Tsfg, LLC4,599
0.0% of portfolio›$360
Financial Partners Group, Inc4,565
0.0% of portfolio›$357.5K
Legacy Advisory Services, LLC4,505
0.3% of portfolio›$352.9K
AlphaCore Capital LLC4,481
0.0% of portfolio›$351.0K
Assetmark, Inc4,473
0.0% of portfolio›$350.3K
B. Riley Wealth Advisors, Inc.4,454
0.0% of portfolio›$348.8K
Valeo Financial Advisors, LLC4,405
0.0% of portfolio›$345.0K
Central Valley Advisors, LLC4,374
0.1% of portfolio›$342.6K
Kingswood Wealth Advisors, LLC4,308
0.0% of portfolio›$337.4K
US Bancorp \de\4,185
0.0% of portfolio›$327.8K
Cypress Wealth Services, LLC4,119
0.0% of portfolio›$334.6K
True Private Wealth Advisors4,115
0.0% of portfolio›$322.3K
Koshinski Asset Management, Inc.4,103
0.0% of portfolio›$321.4K
Onyx Bridge Wealth Group LLC3,956
0.0% of portfolio›$309.8K
DecisionMap Wealth Management, LLC3,955
0.2% of portfolio›$309.7K
Joel Isaacson & Co., LLC3,919
0.0% of portfolio›$307.0K
GenWealth Group, Inc.3,790
0.0% of portfolio›$296.8K
Apella Capital, LLC3,787
0.0% of portfolio›$305.3K
Compound Planning, Inc.3,725
0.0% of portfolio›$291.7K
Praetorian Wealth Management, Inc.3,721
0.1% of portfolio›$291.4K
Clear Creek Financial Management, LLC3,664
0.0% of portfolio›$287.0K
Evanson Financial, LLC3,566
0.0% of portfolio›$279.3K
JB Capital LLC3,519
0.0% of portfolio›$275.6K
Ehrlich Financial Group3,472
0.1% of portfolio›$271.9K
Jacobi Capital Management LLC3,462
0.0% of portfolio›$271.2K
Cornerstone Wealth Management, LLC3,434
0.0% of portfolio›$269.0K
Trilogy Capital Inc.3,373
0.0% of portfolio›$264.2K
Eagle Wealth Strategies LLC3,346
0.1% of portfolio›$262.1K
Modera Wealth Management, LLC3,288
0.0% of portfolio›$257.5K
PNC Financial Services Group, Inc.3,242
0.0% of portfolio›$253.9K
Carolina Wealth Management Inc3,226
0.1% of portfolio›$252.7K
Robertson Stephens Wealth Management, LLC3,223
0.0% of portfolio›$252.4K
Aprio Wealth Management, LLC3,198
0.0% of portfolio›$250.4K
Shira Ridge Wealth Management3,191
0.1% of portfolio›$249.9K
Patten & Patten Inc3,100
0.0% of portfolio›$242.8K
Meridian Wealth Management, LLC3,100
0.0% of portfolio›$242.8K
Fiscal Wisdom Wealth Management, LLC3,075
0.3% of portfolio›$240.8K
Columbia Advisory Partners LLC3,014
0.1% of portfolio›$236.1K
Latitude Advisors, LLC3,010
0.1% of portfolio›$235.7K
StoneX Group Inc.2,984
0.0% of portfolio›$233.7K
Financial Solutions Advisory Group, Inc.2,915
0.0% of portfolio›$202.8K
Dixon Fnancial Services, Inc.2,910
0.1% of portfolio›$227.9K
Capital Investment Advisors, LLC2,905
0.0% of portfolio›$227.5K
Ashton Thomas Private Wealth, LLC2,884
0.0% of portfolio›$225.9K
Traynor Capital Management, Inc.2,839
0.0% of portfolio›$222.4K
Outlook Wealth Advisors, LLC2,825
0.0% of portfolio›$221.3K
Crescent Grove Advisors, LLC2,765
0.0% of portfolio›$216.6K
Parallel Advisors, LLC2,620
0.0% of portfolio›$205.2K
Sagespring Wealth Partners, LLC2,592
0.0% of portfolio›$203.0K
Finley Financial, LLC2,430
0.1% of portfolio›$192.3K
Concord Wealth Partners2,419
0.0% of portfolio›$189.5K
TD Waterhouse Canada Inc.2,118
0.0% of portfolio›$167.6K
Halbert Hargrove Global Advisors, LLC2,040
0.0% of portfolio›$159.8K
Team Financial Group, LLC1,819
0.1% of portfolio›$142.4K
Eukles Asset Management1,765
0.1% of portfolio›$138.2K
Fortitude Family Office, LLC1,700
0.0% of portfolio›$133.1K
Creative Financial Designs Inc1,690
0.0% of portfolio›$132.3K
Private Trust Co NA1,622
0.0% of portfolio›$127.0K
Breakwater Investment Management1,591
0.0% of portfolio›$124.6K
Lodestone Wealth Management LLC1,582
0.0% of portfolio›$123.9K
Atlantic Edge Private Wealth Management, LLC1,454
0.0% of portfolio›$113.9K
Parkside Financial Bank & Trust1,247
0.0% of portfolio›$97.7K
Union Bancaire Privee, UBP SA1,243
0.0% of portfolio›$85.9K
Blue Bell Private Wealth Management, LLC1,234
0.0% of portfolio›$96.6K
Kingdom Financial Group Llc.1,020
0.0% of portfolio›$79.9K
Physician Wealth Advisors, Inc.1,009
0.0% of portfolio›$79.0K
Caldwell Trust Co900
0.0% of portfolio›$70.5K
Transce3nd, LLC844
0.1% of portfolio›$61.5K
Signaturefd, LLC783
0.0% of portfolio›$61.3K
Capital Investment Advisory Services, LLC727
0.0% of portfolio›$56.9K
Washington Trust Advisors, Inc.725
0.0% of portfolio›$56.8K
PFS Partners, LLC699
0.0% of portfolio›$54.7K
Rossby Financial, LCC642
0.0% of portfolio›$50.3K
Salomon & Ludwin, LLC630
0.0% of portfolio›$49.3K
CoreCap Advisors, LLC611
0.0% of portfolio›$47.9K
Nemes Rush Group LLC582
0.0% of portfolio›$45.6K
Hilton Head Capital Partners, LLC556
0.0% of portfolio›$43.5K
Blue Trust, Inc.550
0.0% of portfolio›$43.1K
Go Invest LLC528
0.0% of portfolio›$41.4K
First Command Advisory Services, Inc.521
0.0% of portfolio›$40.8K
Strategic Advocates LLC515
0.2% of portfolio›$40.3K
Cranbrook Wealth Management, LLC457
0.0% of portfolio›$35.8K
Murphy & Mullick Capital Management Corp400
0.0% of portfolio›$31.3K
NBT Bank, N.A.387
0.0% of portfolio›$30.3K
Larson Financial Group LLC372
0.0% of portfolio›$29.1K
Lanark Financial, Inc.369
0.0% of portfolio›$28.9K
True Wealth Design, LLC368
0.0% of portfolio›$28.8K
WPG Advisers, LLC351
0.0% of portfolio›$27.5K
Compass Financial Management LLC328
0.0% of portfolio›$25.7K
MV Capital Management, Inc.304
0.0% of portfolio›$23.8K
Godsey & Gibb, Inc300
0.0% of portfolio›$23.5K
City Holding Co300
0.0% of portfolio›$23.5K
New England Capital Financial Advisors LLC297
0.0% of portfolio›$23.2K
Evermay Wealth Management LLC280
0.0% of portfolio›$21.9K
Pacific Center for Financial Services260
0.0% of portfolio›$20.4K
EverSource Wealth Advisors, LLC249
0.0% of portfolio›$19.5K
Mather Group, Llc.235
0.0% of portfolio›$18.4K
Capital Advisors, Ltd. LLC226
0.0% of portfolio›$18
Toth Financial Advisory Corp210
0.0% of portfolio›$16.4K
GHP Investment Advisors, Inc.200
0.0% of portfolio›$15.7K
First Bancorp, Inc200
0.0% of portfolio›$15.7K
North Star Investment Management Corp.200
0.0% of portfolio›$15.7K
Strengthening Families & Communities, LLC199
0.0% of portfolio›$15.6K
IMG Wealth Management, Inc.179
0.0% of portfolio›$14.0K
Prudent Man Investment Management, Inc.173
0.0% of portfolio›$13.6K
Mountain Hill Investment Partners Corp.171
0.0% of portfolio›$13.4K
Barclays PLC169
0.0% of portfolio›$13.2K
Trust Co of Vermont160
0.0% of portfolio›$12.5K
Barrett & Company, Inc.150
0.0% of portfolio›$11.7K
West Paces Advisors Inc.150
0.0% of portfolio›$11.7K
Versant Capital Management, Inc143
0.0% of portfolio›$11.2K
GK Wealth Management LLC138
0.0% of portfolio›$10.8K
United Financial Planning Group LLC136
0.0% of portfolio›$10.7K
Nova Financial LLC135
0.0% of portfolio›$10.6K
SJS Investment Consulting Inc.130
0.0% of portfolio›$10.2K
Bank of New Hampshire127
0.0% of portfolio›$9.9K
Key FInancial Inc126
0.0% of portfolio›$9.9K
Cape Investment Advisory, Inc.124
0.0% of portfolio›$9.7K
Asset Dedication, LLC100
0.0% of portfolio›$7.8K
Mascoma Wealth Management LLC67
0.0% of portfolio›$5.2K
Reyes Financial Architecture, Inc.61
0.0% of portfolio›$4.8K
Vermillion Wealth Management, Inc.60
0.0% of portfolio›$4.7K
CKW Financial Group60
0.0% of portfolio›$5
Elevated Capital Advisors, LLC47
0.0% of portfolio›$3.7K
Entrust Financial LLC40
0.0% of portfolio›$3.1K
Eastern Bank30
0.0% of portfolio›$2.4K
Proathlete Wealth Management LLC26
0.0% of portfolio›$2.0K
Princeton Global Asset Management LLC23
0.0% of portfolio›$1.8K
Gilpin Wealth Management, LLC22
0.0% of portfolio›$1.7K
Laurel Wealth Advisors LLC22
0.0% of portfolio›$1.7K
Signature Equity Partners, LLC20
0.0% of portfolio›$1.6K
Meriwether Wealth & Planning, LLC14
0.0% of portfolio›$1.1K
Pinnacle Wealth Planning Services, Inc.12
0.0% of portfolio›$940
Clearstead Advisors, LLC12
0.0% of portfolio›$943
Downshift Financial, LLC10
0.0% of portfolio›$783
Archer Investment Corp10
0.0% of portfolio›$783
Allspring Global Investments Holdings, LLC9
0.0% of portfolio›$722
Roxbury Financial LLC7
0.0% of portfolio›$561
Hughes Financial Services, LLC6
0.0% of portfolio›$435
POM Investment Strategies, LLC2
0.0% of portfolio›$157
Valley National Advisers Inc1
0.0% of portfolio›$73
Atwood & Palmer Inc1
0.0% of portfolio›$79
StyleTurnoverLocationFiled
CX Institutional
121,452$9.5K0.3%CoreMediumAuburn, IN2026-10-02
Creative Planning
105,396$8.3M0.0%IndexVery LowOverland Park, KS2026-11-02
McNaughton Wealth Management, LLC
101,463$7.9M2.8%ETFLowSan Diego, CA2026-10-09
Cora Capital Advisors LLC
100,046$7.8M2.1%ETFLowMarlton, NJ2026-11-02
BostonPremier Wealth LLC
97,095$7.6M3.1%ETFVery LowHanover, MA2026-10-16
Wealthcare Advisory Partners LLC
96,191$7.5M0.1%ETFLowWest Chester, PA2026-10-21
Commonwealth Equity Services, LLC
94,218$7.4M0.0%ETFLowWaltham, MA2026-11-02
Adamsbrown Wealth Consultants LLC
93,318$7.3M1.3%ETFLowWichita, KS2026-10-20
Kestra Advisory Services, LLC
86,456$6.8M0.0%CoreLowAustin, TX2026-11-02
Invera Wealth Advisors, LLC
82,752$6.5M3.3%GrowthMediumBend, OR2026-10-28
LTS Liquid Investments LLC
72,285$5.7M1.7%ETFMediumNassau, Colombia2026-10-23
Tucker Asset Management LLC
71,064$5.6M1.4%ETFMediumLittleton, CO2026-10-29
Wealth Management Partners, LLC
65,700$5.1M1.2%Agg GrowthLowTucson, AZ2026-10-21
Concurrent Investment Advisors, LLC
61,343$4.8M0.0%GrowthMediumTampa, FL2026-10-16
Intrua Financial, LLC
59,600$4.7M0.4%ETFMediumHouston, TX2026-10-28
Independent Financial Group, LLC
47,242$3.7M0.1%GrowthLowSan Diego, CA2026-10-13
Moran Wealth Management, LLC
45,451$3.6M0.1%CoreMediumNaples, FL2026-10-22
Gemmer Asset Management LLC
44,779$3.5M0.2%ETFLowWalnut Creek, CA2026-10-16
Opus Capital Group, LLC
43,052$3.4K0.0%ETFVery LowCincinnati, OH2026-10-30
Citigroup Inc
42,350$3.3M0.0%CoreMediumNew York, NY2026-11-04
Cambridge Investment Research Advisors, Inc.
40,851$3.2K0.0%ETFLowFairfield, IA2026-11-02
Spire Wealth Management
40,571$3.2M0.1%GrowthMediumMclean, VA2026-10-30
Altura Wealth Advisors Inc.
35,527$2.8M0.9%GrowthLowSanta Clara, CA2026-10-22
IFP Advisors, Inc
35,355$2.8M0.0%GrowthLowTampa, FL2026-10-16
Stephen J. Garry & Associates, LLC
34,490$2.7M2.2%ETFVery LowGarden City, NY2026-11-05
Cascade Investment Group, Inc.
34,134$2.7M1.5%CoreLowColorado Springs, CO2026-10-13
Truist Financial Corp
33,871$2.7M0.0%CoreLowCharlotte, NC2026-10-30
Wealth Enhancement Advisory Services, LLC
33,572$2.6M0.0%CoreLowPlymouth, MN2026-10-13
Ellerson Group Inc
32,825$2.2M1.3%GrowthLowAnnapolis, MD2026-11-04
Atlas Private Wealth Advisors
31,414$2.5M0.5%ETFLowRed Bank, NJ2026-10-23
Laurel OAK Wealth Management, LLC
29,618$2.3M0.3%GrowthLowMarlton, NJ2026-10-19
Hudock, Inc.
28,702$2.2M0.3%ETFLowWilliamsport, PA2026-10-14
Soltis Investment Advisors LLC
27,252$2.1M0.1%CoreMediumSt. George, UT2026-10-28
VVR Holdings LLC
25,012$2.0M0.8%ETFMediumBellingham, WA2026-10-19
Fortis Group Advisors, LLC
24,817$1.7M0.3%ETFHighWestwood, NJ2026-11-06
Kestra Private Wealth Services, LLC
24,800$1.9M0.0%GrowthLowAustin, TX2026-11-06
Phoenix Wealth Advisors
22,375$1.8M0.5%CoreLowChapel Hill, NC2026-11-03
Vise Technologies, Inc.
21,821$1.7M0.0%IndexLowNew York, NY2026-10-29
Mtco Ltd.
20,319$1.6M1.0%GARPLowNassau, Colombia2026-10-08
Brookstone Capital Management
18,917$1.5M0.0%ETFMediumWheaton, IL2026-10-22
Platform Technology Partners
18,307$1.4M0.2%CoreVery LowLocust Valley, NY2026-11-02
Farther Finance Advisors, LLC
16,859$1.3M0.0%IndexLowSan Francisco, CA2026-10-08
Investment Partners, Ltd.
16,408$1.3M0.2%ETFVery LowNew Philadelphia, OH2026-10-29
Flagship Private Wealth, LLC
16,151$1.3M0.4%ETFLowWoburn, MA2026-11-05
Avior Wealth Management, LLC
15,475$1.2M0.0%ETFMediumOmaha, NE2026-10-13
Guardian Asset Advisors, LLC
15,240$1.2M0.5%GrowthMediumMechanicsburg, PA2026-10-16
Merit Financial Group, LLC
15,180$1.2M0.0%ETFLowAlpharetta, GA2026-11-06
Berbice Capital Management LLC
13,898$1.1M0.5%MomentumLowMelville, NY2026-10-13
Cullen T Bankers, Inc.
13,592$1.1M0.0%GrowthLowSan Antonio, TX2026-10-28
Park Avenue Securities LLC
13,515$1.1K0.0%ETFMediumNew York, NY2026-10-26
Columbus Macro, LLC
13,375$1.0M0.1%YieldMediumNew Castle, PA2026-10-14
Kingsbury Capital Investment Advisors LLC
13,148$1.0M1.0%GrowthMediumEvanston, IL2026-10-20
Community Bank, N.A.
13,000$1.0M0.1%CoreVery LowDewitt, NY2026-11-06
Center for Financial Planning, Inc.
12,243$958.9K0.1%ETFLowSouthfied, MI2026-10-26
Matisse Capital
11,935$934.8K0.4%ValueMediumPortland, OR2026-10-29
Fifth Third Bancorp
11,762$921.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Antonelli Financial Advisors, LLC
11,622$910.0K0.7%ETFLowGrosse Pointe, MI2026-10-13
Glass Jacobson Investment Advisors llc
11,296$884.7K0.3%ETFLowOwings Mills, MD2026-10-26
Herbst Group, LLC
11,045$865.0K0.5%GrowthHighWestport, CT2026-10-20
HB Wealth Management, LLC
11,039$864.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Fiduciary Financial Group, LLC
11,000$861.5K0.1%ETFLowSan Rafael, CA2026-10-13
Keystone Wealth Services, LLC
10,787$845.4K0.2%ETFHighPalm Desert, CA2026-11-03
Ellis Investment Partners, LLC
10,300$806.8K0.1%ETFLowBerwyn, PA2026-10-21
Cypress Point Wealth Management, LLC
10,066$788.4K0.1%ETFLowDallas, TX2026-11-03
Archer Investment Management, LLC
9,965$780.5K0.2%ETFHighAustin, TX2026-10-13
Family Office Research LLC
9,925$777.4K0.3%ETFLowBethesda, MD2026-10-14
Old Peak Finance LLC
9,488$743.1K0.3%ETFVery LowChapel Hill, NC2026-11-02
Gen-Wealth Partners Inc
9,431$738.6K0.2%CoreLowZeeland, MI2026-11-04
VestGen Advisors, LLC
9,133$715.3K0.0%GrowthMediumChicago, IL2026-10-27
Brighton Jones LLC
8,908$697.7K0.0%CoreVery LowSeattle, WA2026-11-03
Evolution Wealth Advisors, LLC
8,635$676.3K0.1%ETFLowAventura, FL2026-11-03
Titleist Asset Management, LLC
8,566$670.9K0.0%ETFLowSan Antonio, TX2026-10-08
Visionary Horizons, LLC
8,483$664.5K0.3%ETFLowKnoxville, TN2026-10-22
LexAurum Advisors, LLC
8,350$654.0K0.1%ETFLowOverland Park, KS2026-10-19
Global View Capital Management LLC
8,241$645.4K0.1%ETFHighWaukesha, WI2026-10-28
Partners Wealth Management, LLC
8,071$632.1K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Plan A Wealth LLC
7,993$626.0K0.2%CoreLowLincoln, NE2026-10-08
Provenance Wealth Advisors, LLC
7,594$594.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Amplius Wealth Advisors, LLC
7,476$585.5K0.0%ETFLowBlue Bell, PA2026-10-20
PFG Advisors
7,134$558.8K0.0%ETFMediumPhoenix, AZ2026-10-16
Connecticut Capital Management Group, LLC
7,124$558.0K0.4%GrowthLowMilford, CT2026-10-29
Wedbush Securities Inc
7,037$5510.0%CoreLowPasadena, CA2026-10-22
Swmg, LLC
7,000$482.0K0.1%ETFMediumFort Worth, TX2026-10-23
Apollon Wealth Management, LLC
6,999$548.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
J.W. Cole Advisors, Inc.
6,836$535.4K0.0%IndexLowTampa, FL2026-11-05
Leo Wealth, LLC
6,800$532.6K0.1%CoreLowHurst, TX2026-10-26
Networth Advisors, LLC
6,679$523.1K0.3%ETFMediumCanonsburg, PA2026-11-03
Waldron Private Wealth LLC
6,653$521.1K0.0%ETFVery LowBridgeville, PA2026-11-02
Belvedere Trading LLC
6,579$515.3K0.0%Agg GrowthVery HighChicago, IL2026-11-05
Chicago Partners Investment Group LLC
6,512$449.5K0.0%GARPLowChicago, IL2026-10-27
Forvis Mazars Wealth Advisors, LLC
6,390$500.5K0.0%ETFVery LowSpringfield, MO2026-10-13
Accredited Investor Services, LLC
6,124$479.6K0.3%ETFVery LowSt. Cloud, MN2026-10-22
Next Level Wealth Planning, LLC
6,030$472.3K0.2%ETFVery LowMeridian, ID2026-10-29
Sonata Capital Group Inc
5,850$458.2K0.1%ETFVery LowSeattle, WA2026-10-19
Everest Financial Group LLC
5,358$419.6K0.1%GrowthVery LowMinneapolis, MN2026-11-06
Sutton Place Investors LLC
5,350$419.0K0.2%ETFLowArmonk, NY2026-10-20
Lotus Asset Management LLC
5,267$412.5K0.3%ETFN/ANashville, TN2026-10-14
BCS Wealth Management
5,197$407.0K0.1%ETFVery LowJohnson City, TN2026-11-03
AtlasMark Financial, Inc
5,163$404.4K0.2%ETFVery LowAustin, TX2026-10-13
Taylor & Morgan Wealth Management, LLC
5,100$399.4K0.2%ETFVery LowTroy, MI2026-10-09
Dynamic Advisor Solutions LLC
5,015$392.8K0.0%ETFLowPhoenix, AZ2026-10-13
Echo45 Advisors LLC
5,000$391.6K0.2%ETFLowWalnut Creek, CA2026-10-07
Virginia Wealth Management Group, Inc.
5,000$391.6K0.2%YieldLowVirginia Beach, VA2026-10-14
Visionary Wealth Advisors
4,997$391.4K0.0%ETFLowO'Fallon, IL2026-11-04
Riverbend Wealth Management, LLC
4,711$368.9K0.2%GrowthLowMyrtle Beach, SC2026-10-15
Tsfg, LLC
4,599$3600.0%ETFLowLake Forest, IL2026-10-23
Financial Partners Group, Inc
4,565$357.5K0.0%ETFLowOverland Park, KS2026-10-19
Legacy Advisory Services, LLC
4,505$352.9K0.3%ETFMediumExton, PA2026-10-20
AlphaCore Capital LLC
4,481$351.0K0.0%ETFLowLa Jolla, CA2026-11-04
Assetmark, Inc
4,473$350.3K0.0%ETFLowConcord, CA2026-10-21
B. Riley Wealth Advisors, Inc.
4,454$348.8K0.0%GrowthLowMemphis, TN2026-10-13
Valeo Financial Advisors, LLC
4,405$345.0K0.0%ETFLowCarmel, IN2026-10-08
Central Valley Advisors, LLC
4,374$342.6K0.1%CoreLowSacramento, CA2026-10-27
Kingswood Wealth Advisors, LLC
4,308$337.4K0.0%GrowthLowSan Diego, CA2026-10-23
US Bancorp \de\
4,185$327.8K0.0%IndexLowMinneapolis, MN2026-11-05
Cypress Wealth Services, LLC
4,119$334.6K0.0%ETFLowPalm Desert, CA2026-10-21
True Private Wealth Advisors
4,115$322.3K0.0%ETFMediumSalem, OR2026-10-19
Koshinski Asset Management, Inc.
4,103$321.4K0.0%ETFLowDecatur, IL2026-10-29
Onyx Bridge Wealth Group LLC
3,956$309.8K0.0%ETFMediumTarrytown, NY2026-10-16
DecisionMap Wealth Management, LLC
3,955$309.7K0.2%ETFLowGreat Falls, VA2026-10-29
Joel Isaacson & Co., LLC
3,919$307.0K0.0%ETFVery LowNew York, NY2026-11-05
GenWealth Group, Inc.
3,790$296.8K0.0%ETFMediumMaplewood, NJ2026-10-16
Apella Capital, LLC
3,787$305.3K0.0%ETFVery LowWest Hartford, CT2026-10-08
Compound Planning, Inc.
3,725$291.7K0.0%CoreLowNew York, NY2026-11-05
Praetorian Wealth Management, Inc.
3,721$291.4K0.1%ETFVery LowCarmel, CA2026-10-16
Clear Creek Financial Management, LLC
3,664$287.0K0.0%ETFMediumSilverdale, WA2026-10-28
Evanson Financial, LLC
3,566$279.3K0.0%ETFN/AMclean, VA2026-10-23
JB Capital LLC
3,519$275.6K0.0%ETFMediumWethersfield, CT2026-10-19
Ehrlich Financial Group
3,472$271.9K0.1%ETFHighLaguna Niguel, CA2026-10-20
Jacobi Capital Management LLC
3,462$271.2K0.0%CoreLowPittston, PA2026-11-05
Cornerstone Wealth Management, LLC
3,434$269.0K0.0%ETFVery LowSt. Peters, MO2026-11-04
Trilogy Capital Inc.
3,373$264.2K0.0%ETFMediumIrvine, CA2026-10-20
Eagle Wealth Strategies LLC
3,346$262.1K0.1%ETFVery LowMullica Hill, NJ2026-10-20
Modera Wealth Management, LLC
3,288$257.5K0.0%ETFVery LowWestwood, NJ2026-10-28
PNC Financial Services Group, Inc.
3,242$253.9K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Carolina Wealth Management Inc
3,226$252.7K0.1%ETFN/AGreenville, NC2026-10-29
Robertson Stephens Wealth Management, LLC
3,223$252.4K0.0%ETFMediumSan Francisco, CA2026-10-16
Aprio Wealth Management, LLC
3,198$250.4K0.0%ETFMediumAtlanta, GA2026-10-28
Shira Ridge Wealth Management
3,191$249.9K0.1%ETFLowLarkspur, CA2026-10-09
Patten & Patten Inc
3,100$242.8K0.0%CoreLowChattanooga, TN2026-10-26
Meridian Wealth Management, LLC
3,100$242.8K0.0%GrowthLowLexington, KY2026-11-05
Fiscal Wisdom Wealth Management, LLC
3,075$240.8K0.3%ETFMediumCanton, CT2026-10-16
Columbia Advisory Partners LLC
3,014$236.1K0.1%ETFMediumSpokane, WA2026-10-15
Latitude Advisors, LLC
3,010$235.7K0.1%ETFLowYorkville, IL2026-10-27
StoneX Group Inc.
2,984$233.7K0.0%ETFMediumNew York, NY2026-11-03
Financial Solutions Advisory Group, Inc.
2,915$202.8K0.0%ETFMediumChicago, IL2026-10-28
Dixon Fnancial Services, Inc.
2,910$227.9K0.1%ETFVery LowLafayette, CA2026-10-23
Capital Investment Advisors, LLC
2,905$227.5K0.0%CoreLowAtlanta, GA2026-10-22
Ashton Thomas Private Wealth, LLC
2,884$225.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Traynor Capital Management, Inc.
2,839$222.4K0.0%GrowthLowMalvern, PA2026-10-29
Outlook Wealth Advisors, LLC
2,825$221.3K0.0%ETFMediumShenandoah, TX2026-10-28
Crescent Grove Advisors, LLC
2,765$216.6K0.0%ETFLowLake Forest, IL2026-10-21
Parallel Advisors, LLC
2,620$205.2K0.0%IndexLowSan Francisco, CA2026-11-03
Sagespring Wealth Partners, LLC
2,592$203.0K0.0%ETFLowFranklin, TN2026-10-22
Finley Financial, LLC
2,430$192.3K0.1%ETFVery LowLas Vegas, NV2026-10-28
Concord Wealth Partners
2,419$189.5K0.0%GrowthLowAbingdon, VA2026-11-02
TD Waterhouse Canada Inc.
2,118$167.6K0.0%CoreLowToronto, Australia2026-10-16
Halbert Hargrove Global Advisors, LLC
2,040$159.8K0.0%ETFLowLong Beach, CA2026-10-16
Team Financial Group, LLC
1,819$142.4K0.1%ETFLowTemecula, CA2026-10-30
Eukles Asset Management
1,765$138.2K0.1%CoreLowCincinnati, OH2026-11-04
Fortitude Family Office, LLC
1,700$133.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Creative Financial Designs Inc
1,690$132.3K0.0%ETFMediumKokomo, IN2026-11-04
Private Trust Co NA
1,622$127.0K0.0%CoreLowCleveland, OH2026-10-20
Breakwater Investment Management
1,591$124.6K0.0%ETFLowSeattle, WA2026-10-20
Lodestone Wealth Management LLC
1,582$123.9K0.0%CoreLowSpokane, WA2026-10-14
Atlantic Edge Private Wealth Management, LLC
1,454$113.9K0.0%CoreLowJacksonville, FL2026-10-20
Parkside Financial Bank & Trust
1,247$97.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Union Bancaire Privee, UBP SA
1,243$85.9K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Blue Bell Private Wealth Management, LLC
1,234$96.6K0.0%YieldVery LowBlue Bell, PA2026-10-29
Kingdom Financial Group Llc.
1,020$79.9K0.0%ETFMediumPeoria, AZ2026-11-04
Physician Wealth Advisors, Inc.
1,009$79.0K0.0%ETFMediumMidvale, UT2026-10-20
Caldwell Trust Co
900$70.5K0.0%GrowthLowVenice, FL2026-10-30
Transce3nd, LLC
844$61.5K0.1%GrowthLowBuda, TX2026-10-26
Signaturefd, LLC
783$61.3K0.0%IndexLowAtlanta, GA2026-10-23
Capital Investment Advisory Services, LLC
727$56.9K0.0%CoreMediumRaleigh, NC2026-10-30
Washington Trust Advisors, Inc.
725$56.8K0.0%GrowthLowWellesley, MA2026-10-22
PFS Partners, LLC
699$54.7K0.0%ETFVery LowMine Hill, NJ2026-10-21
Rossby Financial, LCC
642$50.3K0.0%ETFMediumMelbourne, FL2026-11-05
Salomon & Ludwin, LLC
630$49.3K0.0%ETFVery LowRichmond, VA2026-10-29
CoreCap Advisors, LLC
611$47.9K0.0%ETFMediumSouthfield, MI2026-10-08
Nemes Rush Group LLC
582$45.6K0.0%CoreVery LowNovi, MI2026-11-04
Hilton Head Capital Partners, LLC
556$43.5K0.0%CoreMediumHilton Head Island, SC2026-10-23
Blue Trust, Inc.
550$43.1K0.0%ETFLowBrentwood, TN2026-10-15
Go Invest LLC
528$41.4K0.0%ETFN/AWest Jordan, UT2026-10-09
First Command Advisory Services, Inc.
521$40.8K0.0%IndexLowFort Worth, TX2026-11-05
Strategic Advocates LLC
515$40.3K0.2%GrowthLowSacramento, CA2026-11-03
Cranbrook Wealth Management, LLC
457$35.8K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Murphy & Mullick Capital Management Corp
400$31.3K0.0%GrowthLowSmithtown, NY2026-11-02
NBT Bank, N.A.
387$30.3K0.0%CoreLowNorwich, NY2026-10-21
Larson Financial Group LLC
372$29.1K0.0%GrowthLowSt Louis, MO2026-11-05
Lanark Financial, Inc.
369$28.9K0.0%CoreMediumBirmingham, AL2026-10-26
True Wealth Design, LLC
368$28.8K0.0%ETFMediumAkron, OH2026-10-13
WPG Advisers, LLC
351$27.5K0.0%CoreLowBaltimore, MD2026-10-27
Compass Financial Management LLC
328$25.7K0.0%CoreN/ATampa, FL2026-10-30
MV Capital Management, Inc.
304$23.8K0.0%ETFLowBethesda, MD2026-10-29
Godsey & Gibb, Inc
300$23.5K0.0%CoreLowRichmond, VA2026-10-14
City Holding Co
300$23.5K0.0%CoreLowCharleston, WV2026-10-19
New England Capital Financial Advisors LLC
297$23.2K0.0%ETFLowMeriden, CT2026-11-03
Evermay Wealth Management LLC
280$21.9K0.0%ETFLowArlington, VA2026-11-05
Pacific Center for Financial Services
260$20.4K0.0%ETFMediumDanville, CA2026-10-15
EverSource Wealth Advisors, LLC
249$19.5K0.0%CoreMediumBirmingham, AL2026-11-04
Mather Group, Llc.
235$18.4K0.0%ETFMediumChicago, IL2026-10-14
Capital Advisors, Ltd. LLC
226$180.0%ETFLowShaker Heights, OH2026-10-27
Toth Financial Advisory Corp
210$16.4K0.0%CoreLowLeesburg, VA2026-10-08
GHP Investment Advisors, Inc.
200$15.7K0.0%CoreVery LowDenver, CO2026-10-15
First Bancorp, Inc
200$15.7K0.0%ValueVery LowDamariscotta, ME2026-10-26
North Star Investment Management Corp.
200$15.7K0.0%CoreLowChicago, IL2026-10-27
Strengthening Families & Communities, LLC
199$15.6K0.0%CoreMediumBoston, MA2026-10-21
IMG Wealth Management, Inc.
179$14.0K0.0%ETFMediumJacksonville, FL2026-10-27
Prudent Man Investment Management, Inc.
173$13.6K0.0%ETFVery LowLouisville, CO2026-11-03
Mountain Hill Investment Partners Corp.
171$13.4K0.0%GrowthHighAtlantic Highlands, NJ2026-10-23
Barclays PLC
169$13.2K0.0%CoreMediumLondon, United Kingdom2026-11-06
Trust Co of Vermont
160$12.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
Barrett & Company, Inc.
150$11.7K0.0%ETFLowProvidence, RI2026-10-22
West Paces Advisors Inc.
150$11.7K0.0%ETFLowAtlanta, GA2026-10-13
Versant Capital Management, Inc
143$11.2K0.0%GARPLowPhoenix, AZ2026-10-02
GK Wealth Management LLC
138$10.8K0.0%GARPVery HighReno, NV2026-10-09
United Financial Planning Group LLC
136$10.7K0.0%ETFHighHauppauge, NY2026-11-04
Nova Financial LLC
135$10.6K0.0%N/AN/ATucson, AZ2026-11-04
SJS Investment Consulting Inc.
130$10.2K0.0%ETFVery LowSylvania, OH2026-10-26
Bank of New Hampshire
127$9.9K0.0%CoreLowLaconia, NH2026-10-06
Key FInancial Inc
126$9.9K0.0%ETFLowWest Chester, PA2026-11-02
Cape Investment Advisory, Inc.
124$9.7K0.0%ETFLowMcdonough, GA2026-10-13
Asset Dedication, LLC
100$7.8K0.0%ETFLowSan Francisco, CA2026-11-03
Mascoma Wealth Management LLC
67$5.2K0.0%ETFVery LowHanover, NH2026-10-23
Reyes Financial Architecture, Inc.
61$4.8K0.0%ETFVery HighSan Diego, CA2026-10-22
Vermillion Wealth Management, Inc.
60$4.7K0.0%ValueLowRosemount, MN2026-10-26
CKW Financial Group
60$50.0%ETFVery LowHonolulu, HI2026-10-29
Elevated Capital Advisors, LLC
47$3.7K0.0%ETFMediumSandy, UT2026-11-04
Entrust Financial LLC
40$3.1K0.0%ETFLowWayne, PA2026-11-04
Eastern Bank
30$2.4K0.0%GrowthMediumBoston, MA2026-10-05
Proathlete Wealth Management LLC
26$2.0K0.0%ETFVery LowBoca Raton, FL2026-10-15
Princeton Global Asset Management LLC
23$1.8K0.0%GrowthLowPrinceton, NJ2026-10-21
Gilpin Wealth Management, LLC
22$1.7K0.0%GrowthLowDenver, CO2026-10-09
Laurel Wealth Advisors LLC
22$1.7K0.0%CoreVery LowCharlotte, NC2026-10-27
Signature Equity Partners, LLC
20$1.6K0.0%GrowthMediumColumbus, OH2026-10-29
Meriwether Wealth & Planning, LLC
14$1.1K0.0%ETFMediumMinden, LA2026-10-13
Pinnacle Wealth Planning Services, Inc.
12$9400.0%GARPLowMansfield, OH2026-10-27
Clearstead Advisors, LLC
12$9430.0%ETFLowCleveland, OH2026-11-06
Downshift Financial, LLC
10$7830.0%ETFLowBoulder, CO2026-10-13
Archer Investment Corp
10$7830.0%CoreMediumCarmel, IN2026-11-05
Allspring Global Investments Holdings, LLC
9$7220.0%CoreMediumCharlotte, NC2026-11-04
Roxbury Financial LLC
7$5610.0%CoreVery LowMount Arlington, NJ2026-10-01
Hughes Financial Services, LLC
6$4350.0%ETFLowHerndon, VA2026-10-30
POM Investment Strategies, LLC
2$1570.0%ETFVery HighRaleigh, NC2026-10-20
Valley National Advisers Inc
1$730.0%ETFLowBethlehem, PA2026-10-23
Atwood & Palmer Inc
1$790.0%CoreVery LowKansas City, MO2026-10-08