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Ishares Ibonds DEC 2029 Term (IBDU)

CUSIP: 46436E205 | NYSE | 560 institutional holders

Quarters

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

Capital Investment Advisors, LLC4,171,202
1.2% of portfolio›$94.6M
Lido Advisors, LLC2,847,092
0.2% of portfolio›$64.6M
Woodmont Investment Counsel LLC1,818,170
2.2% of portfolio›$41.3M
Klingman & Associates, LLC1,746,723
1.6% of portfolio›$39.6M
Commonwealth Equity Services, LLC1,667,375
0.0% of portfolio›$37.8M
Venture Visionary Partners LLC1,620,932
1.0% of portfolio›$36.8M
Sigma Investment Counselors Inc1,576,944
1.7% of portfolio›$35.8M
Gratus Wealth Advisors, LLC1,552,470
4.5% of portfolio›$35.2M
Wealthcare Advisory Partners LLC1,519,966
0.6% of portfolio›$34.5M
Kathmere Capital Management, LLC1,323,258
1.5% of portfolio›$30.0M
Howland Capital Management LLC1,313,970
1.0% of portfolio›$29.8M
RVW Wealth, LLC1,239,851
1.8% of portfolio›$28.1M
Kestra Advisory Services, LLC1,035,196
0.1% of portfolio›$23.5M
MV Capital Management, Inc.888,967
1.8% of portfolio›$20.2M
US Bancorp \de\818,091
0.0% of portfolio›$18.6M
Summit Asset Management, LLC804,309
2.4% of portfolio›$18.2M
Ironwood Financial, llc693,063
2.4% of portfolio›$15.7M
First National Trust Co688,728
0.5% of portfolio›$15.6M
Arrow Financial Corp652,334
1.4% of portfolio›$14.8M
Windsor Capital Management, LLC603,794
3.5% of portfolio›$13.7M
Probity Advisors, Inc.583,594
1.9% of portfolio›$13.2M
Robertson Stephens Wealth Management, LLC575,400
0.3% of portfolio›$13.1M
Lyell Wealth Management, LP574,063
0.8% of portfolio›$13.0M
Glenview Trust Co543,200
0.2% of portfolio›$12.3M
Central Trust Co535,302
0.2% of portfolio›$12.1M
Cornerstone Planning, LLC492,106
2.3% of portfolio›$11.3M
Rebalance, LLC463,761
0.5% of portfolio›$10.5M
MCF Advisors LLC460,530
0.4% of portfolio›$10.4M
Strid Group, LLC455,055
1.1% of portfolio›$10.3M
Parkway Wealth Management Group, LLC447,057
1.2% of portfolio›$10.1M
Mesirow Financial Investment Management, Inc.445,797
0.2% of portfolio›$10.1M
First International Bank of Israel Ltd.395,000
3.6% of portfolio›$9.0M
Parallel Advisors, LLC384,700
0.1% of portfolio›$8.7M
InvesTrust374,933
3.4% of portfolio›$8.5M
Guidance Point Advisors, LLC356,803
1.7% of portfolio›$8.1M
Arcadia Investment Advisors LLC353,129
3.3% of portfolio›$8.0M
Great Diamond Partners, LLC341,592
1.3% of portfolio›$7.8M
Penobscot Investment Management Company, Inc.317,980
0.5% of portfolio›$7.2M
Praetorian Wealth Management, Inc.310,056
1.2% of portfolio›$7.0M
Cliftonlarsonallen Wealth Advisors, LLC309,053
0.1% of portfolio›$7.0M
Members Wealth LLC293,388
3.3% of portfolio›$6.7M
IFP Advisors, Inc285,607
0.1% of portfolio›$6.5M
Virginia Wealth Management Group, Inc.257,089
2.9% of portfolio›$5.8M
Droms Strauss Advisors Inc251,109
1.3% of portfolio›$5.7M
Precedent Wealth Partners, LLC244,398
0.9% of portfolio›$5.5M
4Thought Financial Group Inc.233,805
2.5% of portfolio›$5.3M
Beese Fulmer Investment Management, Inc.231,710
0.3% of portfolio›$5.3M
Rossmore Private Capital230,984
0.4% of portfolio›$5.2M
Carrera Capital Advisors229,966
0.7% of portfolio›$5.2M
Cambridge Investment Research Advisors, Inc.228,608
0.0% of portfolio›$5.2K
Krilogy Financial LLC223,693
0.1% of portfolio›$5.1M
Cherry Tree Wealth Management, LLC218,441
0.9% of portfolio›$5.0M
Sonata Capital Group Inc215,474
1.6% of portfolio›$4.9M
Leo Wealth, LLC195,694
0.9% of portfolio›$4.4M
Chicago Partners Investment Group LLC191,116
0.1% of portfolio›$4.4M
Wealth Enhancement Advisory Services, LLC185,143
0.0% of portfolio›$4.2M
High Note Wealth, LLC185,137
0.7% of portfolio›$4.2M
Wilkins Miller Wealth Management, LLC179,229
2.3% of portfolio›$4.1M
Sowell Financial Services LLC176,309
0.1% of portfolio›$4.0M
Fulton Breakefield Broenniman LLC172,006
0.2% of portfolio›$3.9M
Evergreen Private Wealth LLC171,134
1.4% of portfolio›$3.9M
Sightline Wealth Advisors, LLC166,528
1.8% of portfolio›$3.8M
Syntegra Private Wealth Group, LLC162,868
0.3% of portfolio›$3.7M
Laurel Wealth Advisors LLC162,165
0.3% of portfolio›$3.7M
Whalen Wealth Management Inc.161,891
1.6% of portfolio›$3.7M
Adirondack Trust Co160,917
1.1% of portfolio›$3.6M
Regions Financial Corp160,301
0.0% of portfolio›$3.6M
Apollon Wealth Management, LLC154,141
0.0% of portfolio›$3.5M
Meitav Investment House LTD153,740
0.0% of portfolio›$3.5M
SAX Wealth Advisors, LLC152,069
0.1% of portfolio›$3.5M
Moneco Advisors, LLC136,556
0.2% of portfolio›$3.1M
Beaumont Asset Management, L.L.C.131,379
1.0% of portfolio›$3.0M
LifePlan Financial, LLC127,762
2.1% of portfolio›$2.9M
LFA - Lugano Financial Advisors SA126,360
1.7% of portfolio›$2.9M
Harbor Investment Advisory, LLC122,294
0.2% of portfolio›$2.8M
Matthew Goff Investment Advisor, LLC121,664
0.4% of portfolio›$2.8M
Fifth Third Bancorp118,546
0.0% of portfolio›$2.7M
Breachway Investments LLC116,245
4.1% of portfolio›$2.6M
Associated Banc-Corp114,882
0.1% of portfolio›$2.6M
Cornell Pochily Investment Advisors, Inc.108,905
0.6% of portfolio›$2.5M
Segment Wealth Management, LLC108,635
0.1% of portfolio›$2.5M
Woodley Farra Manion Portfolio Management Inc102,790
0.1% of portfolio›$2.3M
Meridian Wealth Management, LLC102,415
0.1% of portfolio›$2.3M
Keeler Thomas Management LLC99,191
0.9% of portfolio›$2.3M
Resonant Capital Advisors, LLC95,690
0.1% of portfolio›$2.2M
Cabot Wealth Management Inc95,378
0.2% of portfolio›$2.2M
McGlone Suttner Wealth Management, Inc.95,260
0.3% of portfolio›$2.2M
Romano Brothers and Company92,762
0.2% of portfolio›$2.1M
Community Financial Services Group, LLC85,645
0.3% of portfolio›$1.9M
Thrivent Financial for Lutherans84,357
0.0% of portfolio›$1.9M
Newman Dignan & Sheerar, Inc.83,996
0.4% of portfolio›$1.9M
Commonwealth Financial Services, LLC81,776
0.3% of portfolio›$1.9M
Beacon Financial Group78,066
0.2% of portfolio›$1.8M
Creative Planning77,966
0.0% of portfolio›$1.8M
Bullock Wealth Management Group70,780
0.7% of portfolio›$1.6M
Jacobi Capital Management LLC69,701
0.1% of portfolio›$1.6M
Cowa, LLC69,541
0.4% of portfolio›$1.6M
Cyr Financial Inc.64,095
0.7% of portfolio›$1.5M
Farther Finance Advisors, LLC62,956
0.0% of portfolio›$1.4M
Mendota Financial Group, LLC62,383
0.9% of portfolio›$1.4M
Tabr Capital Management, LLC60,924
1.0% of portfolio›$1.4M
First Fiduciary Investment Counsel, Inc.59,351
0.0% of portfolio›$1.3K
Foundry Financial Group, Inc.58,640
0.6% of portfolio›$1.3M
4J Wealth Management LLC58,301
0.6% of portfolio›$1.3M
Montecito Bank & Trust52,653
0.2% of portfolio›$1.2M
Beaumont Financial Advisors, LLC52,030
0.1% of portfolio›$1.2M
Aspen Wealth Management LLC51,814
0.2% of portfolio›$1.2M
Conrad Siegel Investment Advisors, Inc.49,610
0.2% of portfolio›$1.1M
Princeton Global Asset Management LLC48,881
0.2% of portfolio›$1.1M
Archford Capital Strategies, LLC48,266
0.1% of portfolio›$1.1M
Journey Advisory Group, LLC47,800
0.1% of portfolio›$1.1M
Walleye Partners, LLC45,384
1.2% of portfolio›$1.0M
Oppenheimer & Co Inc40,665
0.0% of portfolio›$922.7K
Bank of New Hampshire40,640
0.2% of portfolio›$922.1K
TD Waterhouse Canada Inc.40,266
0.0% of portfolio›$911.4K
Flagship Harbor Advisors, LLC40,042
0.0% of portfolio›$908.6K
Concurrent Investment Advisors, LLC39,878
0.0% of portfolio›$904.8K
First Interstate Bank39,153
0.0% of portfolio›$888.4K
Blue Square Asset Management, LLC38,897
0.4% of portfolio›$882.6K
Bank of New York Mellon Corp38,190
0.0% of portfolio›$866.5K
Valley Wealth Managers, Inc.36,823
0.0% of portfolio›$835.5K
Barrett & Company, Inc.36,172
0.2% of portfolio›$820.8K
KFG LLC36,128
0.5% of portfolio›$819.7K
Duncker Streett & Co Inc35,841
0.1% of portfolio›$813.2K
Foundation Wealth Management, LLC34,892
0.4% of portfolio›$791.7K
Schuylkill Financial LLC34,815
0.8% of portfolio›$790.0K
Kestra Private Wealth Services, LLC34,119
0.0% of portfolio›$774.2K
Paradigm, Strategies in Wealth Management, LLC33,177
0.5% of portfolio›$752.8K
Forvis Mazars Wealth Advisors, LLC32,337
0.0% of portfolio›$733.7K
Straight Path Wealth Management31,714
0.2% of portfolio›$719.6K
Autumn Glory Partners, LLC31,419
0.2% of portfolio›$712.9K
Robinson Smith Wealth Advisors LLC31,388
0.4% of portfolio›$712.2K
Gilbert Capital Group, Inc.31,084
0.5% of portfolio›$705.3K
Signaturefd, LLC30,809
0.0% of portfolio›$699.1K
DecisionMap Wealth Management, LLC30,253
0.4% of portfolio›$686.4K
OFS Enterprise LLC29,750
0.2% of portfolio›$675.0K
Clear Harbor Asset Management, LLC29,182
0.0% of portfolio›$662.1K
River's Edge Wealth Management, LLC29,123
0.6% of portfolio›$662.3K
Curbstone Financial Management Corp28,742
0.1% of portfolio›$652.2K
Redwood Financial Network Corp28,368
0.3% of portfolio›$643.7K
Focused Alpha, LLC27,270
0.2% of portfolio›$618.8K
Diversify Advisory Services, LLC26,618
0.0% of portfolio›$605.3K
Diversify Wealth Management, LLC26,618
0.0% of portfolio›$605.3K
ADG Wealth Management Group, LLC25,340
0.4% of portfolio›$575.0K
Ellis Investment Partners, LLC25,141
0.1% of portfolio›$570.5K
Silverlake Wealth Management LLC23,714
0.1% of portfolio›$538.1K
Naples Global Advisors, LLC22,650
0.0% of portfolio›$513.9K
XML Financial, LLC22,477
0.0% of portfolio›$510.0K
James Investment Research, Inc.22,010
0.1% of portfolio›$499.4K
XY Planning Network, Inc.21,904
0.1% of portfolio›$497.0K
Koshinski Asset Management, Inc.21,601
0.0% of portfolio›$490.1K
Prosperity Planning, Inc.21,460
0.1% of portfolio›$486.9K
Truist Financial Corp21,206
0.0% of portfolio›$481.2K
Integrated Advisors Network LLC21,123
0.0% of portfolio›$479.3K
Gradient Capital Advisors, LLC21,086
0.1% of portfolio›$478.4K
Schmidt P J Investment Management Inc20,818
0.1% of portfolio›$472.4K
Tableaux LLC20,778
0.2% of portfolio›$471.5K
Koesten, Hirschmann & Crabtree, Inc.19,229
0.2% of portfolio›$436.3K
Wiregrass Investment Management LLC19,000
0.3% of portfolio›$431.1K
Beacon Financial Planning, Inc18,870
0.1% of portfolio›$428.2K
Robbins Farley18,772
0.2% of portfolio›$425.9K
Mlp3, LLC18,730
0.4% of portfolio›$425.0K
KOM Wealth Management Group, LLC18,668
0.2% of portfolio›$423.6K
S.E.E.D. Planning Group LLC18,632
0.1% of portfolio›$422.8K
Snider Financial Group18,487
0.1% of portfolio›$419.5K
Gryphon Financial Partners LLC18,386
0.0% of portfolio›$417.2K
Provenance Wealth Advisors, LLC17,861
0.0% of portfolio›$405.3K
Alliance Wealth Advisors, LLC17,393
0.1% of portfolio›$394.6K
Ballast Rock Private Wealth LLC17,371
0.2% of portfolio›$394.1K
Bradley & Co. Private Wealth Management, LLC17,151
0.2% of portfolio›$389.2K
Simon Quick Advisors, LLC16,784
0.0% of portfolio›$380.8K
1900 Wealth Management LLC16,578
0.0% of portfolio›$376.2K
Riverchase Wealth Management, LLC15,992
0.2% of portfolio›$362.9K
Sarver Vrooman Wealth Advisors15,767
0.2% of portfolio›$357.8K
Ledyard National Bank15,600
0.0% of portfolio›$354.0K
Crusonia Wealth Advisors LLC15,252
0.1% of portfolio›$346.1K
Hyposwiss Advisors SA14,960
0.3% of portfolio›$339.4K
Lee Financial Co14,550
0.0% of portfolio›$330.1K
Johnson Bixby & Associates, LLC14,311
0.0% of portfolio›$324.7K
Indivisible Partners14,308
0.0% of portfolio›$324.6K
Gamma Investing LLC14,064
0.0% of portfolio›$319.1K
Redw Wealth LLC13,761
0.1% of portfolio›$312.2K
Aprio Wealth Management, LLC13,755
0.0% of portfolio›$312.1K
Financial Advisory Corp13,392
0.0% of portfolio›$303.9K
One Day In July LLC13,172
0.0% of portfolio›$298.9K
Cove Private Wealth, LLC13,000
0.1% of portfolio›$295.0K
Berkshire Money Management, Inc.12,756
0.0% of portfolio›$289.4K
Atwater Malick LLC12,673
0.1% of portfolio›$287.6K
United Community Bank12,650
0.1% of portfolio›$287.0K
Midland Wealth Advisors, LLC12,503
0.0% of portfolio›$283.7K
Wilmington Savings Fund Society, FSB12,150
0.0% of portfolio›$275.7K
Brookstone Capital Management11,847
0.0% of portfolio›$268.8K
Advisor OS, LLC11,275
0.0% of portfolio›$255.8K
Highland Financial Advisors, LLC11,110
0.1% of portfolio›$252.1K
Next Level Wealth Planning, LLC10,950
0.1% of portfolio›$248.5K
Briggs Wealth Management, Inc10,702
0.2% of portfolio›$242.8K
Walser Wealth Management Company, A Ltd Liability Co10,683
0.1% of portfolio›$242.4K
Choreo, LLC10,648
0.0% of portfolio›$241.6K
Alterna Wealth Management, Inc10,577
0.1% of portfolio›$240.0K
AMG National Trust Bank10,562
0.0% of portfolio›$239.7K
Welch & Forbes LLC10,279
0.0% of portfolio›$233.2K
Csenge Advisory Group10,031
0.0% of portfolio›$227.6K
Arnold Financial Planning LLC9,857
0.2% of portfolio›$223.7K
Ashton Thomas Private Wealth, LLC9,494
0.0% of portfolio›$215.4K
WealthPlan Investment Management, LLC9,325
0.0% of portfolio›$211.6K
Phillips Financial Management, LLC9,251
0.0% of portfolio›$209.9K
MinichMacGregor Wealth Management, LLC9,080
0.0% of portfolio›$206.0K
First Premier Bank9,017
0.0% of portfolio›$204
True Private Wealth Advisors9,011
0.0% of portfolio›$204.5K
Plancorp, LLC8,867
0.0% of portfolio›$202.6K
Yoder Wealth Management, Inc.8,865
0.1% of portfolio›$201.1K
Physician Wealth Advisors, Inc.7,330
0.0% of portfolio›$166.3K
Pittenger & Anderson Inc6,405
0.0% of portfolio›$145.3K
Pinnacle Bancorp, Inc.5,261
0.0% of portfolio›$119.4K
Blue Trust, Inc.3,979
0.0% of portfolio›$90.3K
MTM Investment Management, LLC3,298
0.0% of portfolio›$74.8K
Trust Co3,289
0.0% of portfolio›$74.6K
Townsend Asset Management Corp3,284
0.0% of portfolio›$74.5K
NBH Bank2,664
0.0% of portfolio›$60.4K
Rossby Financial, LCC2,645
0.0% of portfolio›$60.0K
Larson Financial Group LLC2,569
0.0% of portfolio›$58.3K
Hurley Capital, LLC2,350
0.0% of portfolio›$53.3K
Burkett Financial Services, LLC2,164
0.0% of portfolio›$49.1K
Birch Financial Group, LLC1,880
0.0% of portfolio›$42.7K
Eastern Bank1,425
0.0% of portfolio›$32.3K
Coastline Trust Co1,418
0.0% of portfolio›$32.2K
Private Trust Co NA1,248
0.0% of portfolio›$28.3K
Capital Investment Advisory Services, LLC1,000
0.0% of portfolio›$22.7K
Pioneer Family Office, LLC910
0.0% of portfolio›$20.6K
AlphaCore Capital LLC870
0.0% of portfolio›$19.7K
Key FInancial Inc557
0.0% of portfolio›$12.6K
Y.D. More Investments Ltd443
0.0% of portfolio›$10.1K
Asset Dedication, LLC325
0.0% of portfolio›$7.4K
IMG Wealth Management, Inc.227
0.0% of portfolio›$5.2K
Hoey Investments, Inc130
0.0% of portfolio›$3.0K
Golden State Wealth Management, LLC70
0.0% of portfolio›$1.6K
Root Financial Partners, LLC69
0.0% of portfolio›$1.6K
Key Capital Management, Inc66
0.0% of portfolio›$1.5K
StyleTurnoverLocationFiled
Capital Investment Advisors, LLC
4,171,202$94.6M1.2%CoreLowAtlanta, GA2026-10-22
Lido Advisors, LLC
2,847,092$64.6M0.2%GrowthLowLos Angeles, CA2026-11-04
Woodmont Investment Counsel LLC
1,818,170$41.3M2.2%GARPVery LowNashville, TN2026-10-29
Klingman & Associates, LLC
1,746,723$39.6M1.6%ETFVery LowNew York, NY2026-10-20
Commonwealth Equity Services, LLC
1,667,375$37.8M0.0%ETFLowWaltham, MA2026-11-02
Venture Visionary Partners LLC
1,620,932$36.8M1.0%CoreLowSylvania, OH2026-10-07
Sigma Investment Counselors Inc
1,576,944$35.8M1.7%ETFLowNorthville, MI2026-10-27
Gratus Wealth Advisors, LLC
1,552,470$35.2M4.5%ETFLowVirginia Beach, VA2026-10-26
Wealthcare Advisory Partners LLC
1,519,966$34.5M0.6%ETFLowWest Chester, PA2026-10-21
Kathmere Capital Management, LLC
1,323,258$30.0M1.5%ETFLowWayne, PA2026-10-20
Howland Capital Management LLC
1,313,970$29.8M1.0%CoreLowBoston, MA2026-10-22
RVW Wealth, LLC
1,239,851$28.1M1.8%ETFVery LowLos Angeles, CA2026-10-06
Kestra Advisory Services, LLC
1,035,196$23.5M0.1%CoreLowAustin, TX2026-11-02
MV Capital Management, Inc.
888,967$20.2M1.8%ETFLowBethesda, MD2026-10-29
US Bancorp \de\
818,091$18.6M0.0%IndexLowMinneapolis, MN2026-11-05
Summit Asset Management, LLC
804,309$18.2M2.4%ETFLowMemphis, TN2026-11-05
Ironwood Financial, llc
693,063$15.7M2.4%ETFLowTucson, AZ2026-10-20
First National Trust Co
688,728$15.6M0.5%GrowthLowJohnstown, PA2026-10-28
Arrow Financial Corp
652,334$14.8M1.4%ETFLowGlens Falls, NY2026-10-26
Windsor Capital Management, LLC
603,794$13.7M3.5%ETFVery LowPhoenix, AZ2026-10-13
Probity Advisors, Inc.
583,594$13.2M1.9%ETFLowDallas, TX2026-10-23
Robertson Stephens Wealth Management, LLC
575,400$13.1M0.3%ETFMediumSan Francisco, CA2026-10-16
Lyell Wealth Management, LP
574,063$13.0M0.8%GrowthLowMenlo Park, CA2026-10-30
Glenview Trust Co
543,200$12.3M0.2%GrowthVery LowLouisville, KY2026-10-28
Central Trust Co
535,302$12.1M0.2%CoreLowJefferson City, MO2026-11-05
Cornerstone Planning, LLC
492,106$11.3M2.3%CoreMediumCharlotte, NC2026-10-27
Rebalance, LLC
463,761$10.5M0.5%ETFVery LowPalo Alto, CA2026-10-22
MCF Advisors LLC
460,530$10.4M0.4%ETFLowLexington, KY2026-10-28
Strid Group, LLC
455,055$10.3M1.1%ETFLowNewtown Square, PA2026-10-28
Parkway Wealth Management Group, LLC
447,057$10.1M1.2%ETFHighPlano, TX2026-10-20
Mesirow Financial Investment Management, Inc.
445,797$10.1M0.2%CoreLowChicago, IL2026-11-05
First International Bank of Israel Ltd.
395,000$9.0M3.6%ETFMediumTel Aviv, Luxembourg2026-11-04
Parallel Advisors, LLC
384,700$8.7M0.1%IndexLowSan Francisco, CA2026-11-03
InvesTrust
374,933$8.5M3.4%CoreLowOklahoma City, OK2026-10-14
Guidance Point Advisors, LLC
356,803$8.1M1.7%ETFVery LowWellesley, MA2026-10-15
Arcadia Investment Advisors LLC
353,129$8.0M3.3%ETFLowEagle, ID2026-10-13
Great Diamond Partners, LLC
341,592$7.8M1.3%CoreMediumPortland, ME2026-10-13
Penobscot Investment Management Company, Inc.
317,980$7.2M0.5%GrowthLowBoston, MA2026-10-26
Praetorian Wealth Management, Inc.
310,056$7.0M1.2%ETFVery LowCarmel, CA2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
309,053$7.0M0.1%ETFLowMinneapolis, MN2026-10-14
Members Wealth LLC
293,388$6.7M3.3%ETFLowMedia, PA2026-10-20
IFP Advisors, Inc
285,607$6.5M0.1%GrowthLowTampa, FL2026-10-16
Virginia Wealth Management Group, Inc.
257,089$5.8M2.9%YieldLowVirginia Beach, VA2026-10-14
Droms Strauss Advisors Inc
251,109$5.7M1.3%ETFLowSt. Louis, MO2026-11-03
Precedent Wealth Partners, LLC
244,398$5.5M0.9%ETFMediumHouston, TX2026-10-21
4Thought Financial Group Inc.
233,805$5.3M2.5%ETFLowSyosset, NY2026-11-02
Beese Fulmer Investment Management, Inc.
231,710$5.3M0.3%CoreLowCanton, OH2026-10-23
Rossmore Private Capital
230,984$5.2M0.4%CoreLowGlastonbury, CT2026-10-27
Carrera Capital Advisors
229,966$5.2M0.7%ETFMediumTroy, MI2026-11-03
Cambridge Investment Research Advisors, Inc.
228,608$5.2K0.0%ETFLowFairfield, IA2026-11-02
Krilogy Financial LLC
223,693$5.1M0.1%GrowthLowSt. Louis, MO2026-10-13
Cherry Tree Wealth Management, LLC
218,441$5.0M0.9%ETFVery LowMinnetonka, MN2026-10-15
Sonata Capital Group Inc
215,474$4.9M1.6%ETFVery LowSeattle, WA2026-10-19
Leo Wealth, LLC
195,694$4.4M0.9%CoreLowHurst, TX2026-10-26
Chicago Partners Investment Group LLC
191,116$4.4M0.1%GARPLowChicago, IL2026-10-27
Wealth Enhancement Advisory Services, LLC
185,143$4.2M0.0%CoreLowPlymouth, MN2026-10-13
High Note Wealth, LLC
185,137$4.2M0.7%ETFVery LowDeephaven, MN2026-10-27
Wilkins Miller Wealth Management, LLC
179,229$4.1M2.3%ETFVery LowMobile, AL2026-10-13
Sowell Financial Services LLC
176,309$4.0M0.1%CoreLowNorth Little Rock, AR2026-10-23
Fulton Breakefield Broenniman LLC
172,006$3.9M0.2%GrowthLowBethesda, MD2026-11-03
Evergreen Private Wealth LLC
171,134$3.9M1.4%CoreLowGreenwood Village, CO2026-10-30
Sightline Wealth Advisors, LLC
166,528$3.8M1.8%ETFLowGroton, CT2026-10-21
Syntegra Private Wealth Group, LLC
162,868$3.7M0.3%ETFLowChesterfield, MO2026-10-13
Laurel Wealth Advisors LLC
162,165$3.7M0.3%CoreVery LowCharlotte, NC2026-10-27
Whalen Wealth Management Inc.
161,891$3.7M1.6%GrowthHighLas Vegas, NV2026-10-08
Adirondack Trust Co
160,917$3.6M1.1%GrowthLowSaratoga Springs, NY2026-10-14
Regions Financial Corp
160,301$3.6M0.0%CoreLowBirmingham, AL2026-11-05
Apollon Wealth Management, LLC
154,141$3.5M0.0%GrowthLowMount Pleasant, SC2026-10-23
Meitav Investment House LTD
153,740$3.5M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
SAX Wealth Advisors, LLC
152,069$3.5M0.1%ETFVery LowParsippany, NJ2026-10-13
Moneco Advisors, LLC
136,556$3.1M0.2%ETFLowFairfield, CT2026-11-05
Beaumont Asset Management, L.L.C.
131,379$3.0M1.0%ETFLowBeaumont, TX2026-10-16
LifePlan Financial, LLC
127,762$2.9M2.1%CoreLowMankato, MN2026-10-13
LFA - Lugano Financial Advisors SA
126,360$2.9M1.7%ETFLowLugano, Switzerland2026-11-03
Harbor Investment Advisory, LLC
122,294$2.8M0.2%GrowthLowLutherville, MD2026-10-13
Matthew Goff Investment Advisor, LLC
121,664$2.8M0.4%CoreMediumHouston, TX2026-10-13
Fifth Third Bancorp
118,546$2.7M0.0%IndexVery LowCincinnati, OH2026-11-05
Breachway Investments LLC
116,245$2.6M4.1%ETFLowCharlestown, RI2026-10-19
Associated Banc-Corp
114,882$2.6M0.1%CoreLowGreen Bay, WI2026-10-30
Cornell Pochily Investment Advisors, Inc.
108,905$2.5M0.6%CoreLowIthaca, NY2026-10-19
Segment Wealth Management, LLC
108,635$2.5M0.1%CoreLowHouston, TX2026-10-26
Woodley Farra Manion Portfolio Management Inc
102,790$2.3M0.1%ValueMediumIndianapolis, IN2026-11-05
Meridian Wealth Management, LLC
102,415$2.3M0.1%GrowthLowLexington, KY2026-11-05
Keeler Thomas Management LLC
99,191$2.3M0.9%CoreHighOrem, UT2026-10-29
Resonant Capital Advisors, LLC
95,690$2.2M0.1%ETFLowMadison, WI2026-10-15
Cabot Wealth Management Inc
95,378$2.2M0.2%CoreMediumBeverly, MA2026-11-05
McGlone Suttner Wealth Management, Inc.
95,260$2.2M0.3%ETFVery LowAppleton, WI2026-10-13
Romano Brothers and Company
92,762$2.1M0.2%CoreLowEvanston, IL2026-10-22
Community Financial Services Group, LLC
85,645$1.9M0.3%GrowthLowNewport, VT2026-10-15
Thrivent Financial for Lutherans
84,357$1.9M0.0%GARPMediumMinneapolis, MN2026-11-05
Newman Dignan & Sheerar, Inc.
83,996$1.9M0.4%ETFLowProvidence, RI2026-10-21
Commonwealth Financial Services, LLC
81,776$1.9M0.3%ETFMediumVienna, WV2026-10-20
Beacon Financial Group
78,066$1.8M0.2%ETFMediumDallas, TX2026-10-19
Creative Planning
77,966$1.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Bullock Wealth Management Group
70,780$1.6M0.7%GrowthLowBloomington, IN2026-10-09
Jacobi Capital Management LLC
69,701$1.6M0.1%CoreLowPittston, PA2026-11-05
Cowa, LLC
69,541$1.6M0.4%ETFMediumTulsa, OK2026-10-30
Cyr Financial Inc.
64,095$1.5M0.7%ETFLowHennepin, IL2026-10-16
Farther Finance Advisors, LLC
62,956$1.4M0.0%IndexLowSan Francisco, CA2026-10-08
Mendota Financial Group, LLC
62,383$1.4M0.9%ETFLowMadison, WI2026-10-07
Tabr Capital Management, LLC
60,924$1.4M1.0%ETFHighOrange, CA2026-10-20
First Fiduciary Investment Counsel, Inc.
59,351$1.3K0.0%CoreLowCleveland, OH2026-10-27
Foundry Financial Group, Inc.
58,640$1.3M0.6%ETFLowLaconia, NH2026-10-28
4J Wealth Management LLC
58,301$1.3M0.6%ETFMediumMclean, VA2026-11-02
Montecito Bank & Trust
52,653$1.2M0.2%GrowthVery LowSanta Barbara, CA2026-10-01
Beaumont Financial Advisors, LLC
52,030$1.2M0.1%GrowthMediumNeedham, MA2026-10-22
Aspen Wealth Management LLC
51,814$1.2M0.2%ETFLowFort Worth, TX2026-10-14
Conrad Siegel Investment Advisors, Inc.
49,610$1.1M0.2%ETFLowHarrisburg, PA2026-10-08
Princeton Global Asset Management LLC
48,881$1.1M0.2%GrowthLowPrinceton, NJ2026-10-21
Archford Capital Strategies, LLC
48,266$1.1M0.1%GrowthMediumSwansea, IL2026-10-19
Journey Advisory Group, LLC
47,800$1.1M0.1%CoreMediumCovington, KY2026-11-04
Walleye Partners, LLC
45,384$1.0M1.2%ValueLowMadison, WI2026-10-13
Oppenheimer & Co Inc
40,665$922.7K0.0%CoreLowNew York, NY2026-10-26
Bank of New Hampshire
40,640$922.1K0.2%CoreLowLaconia, NH2026-10-06
TD Waterhouse Canada Inc.
40,266$911.4K0.0%CoreLowToronto, Australia2026-10-16
Flagship Harbor Advisors, LLC
40,042$908.6K0.0%ETFMediumBoston, MA2026-10-26
Concurrent Investment Advisors, LLC
39,878$904.8K0.0%GrowthMediumTampa, FL2026-10-16
First Interstate Bank
39,153$888.4K0.0%ETFLowBillings, MT2026-10-23
Blue Square Asset Management, LLC
38,897$882.6K0.4%MomentumMediumNew York, NY2026-11-02
Bank of New York Mellon Corp
38,190$866.5K0.0%CoreLowNew York, NY2026-11-05
Valley Wealth Managers, Inc.
36,823$835.5K0.0%GARPMediumParamus, NJ2026-10-09
Barrett & Company, Inc.
36,172$820.8K0.2%ETFLowProvidence, RI2026-10-22
KFG LLC
36,128$819.7K0.5%ETFN/ARapid City, SD2026-11-02
Duncker Streett & Co Inc
35,841$813.2K0.1%GrowthLowSt. Louis, MO2026-10-27
Foundation Wealth Management, LLC
34,892$791.7K0.4%ETFLowClayton, MO2026-10-22
Schuylkill Financial LLC
34,815$790.0K0.8%ETFN/AWyomissing, PA2026-10-21
Kestra Private Wealth Services, LLC
34,119$774.2K0.0%GrowthLowAustin, TX2026-10-30
Paradigm, Strategies in Wealth Management, LLC
33,177$752.8K0.5%ETFLowMaple Grove, MN2026-10-16
Forvis Mazars Wealth Advisors, LLC
32,337$733.7K0.0%ETFVery LowSpringfield, MO2026-10-13
Straight Path Wealth Management
31,714$719.6K0.2%ETFLowJenison, MI2026-10-23
Autumn Glory Partners, LLC
31,419$712.9K0.2%CoreMediumDallas, TX2026-10-26
Robinson Smith Wealth Advisors LLC
31,388$712.2K0.4%ETFLowSouth Portland, ME2026-10-22
Gilbert Capital Group, Inc.
31,084$705.3K0.5%ETFHighNorth Yarmouth, ME2026-10-28
Signaturefd, LLC
30,809$699.1K0.0%IndexLowAtlanta, GA2026-10-23
DecisionMap Wealth Management, LLC
30,253$686.4K0.4%ETFLowGreat Falls, VA2026-10-29
OFS Enterprise LLC
29,750$675.0K0.2%ETFVery LowKearney, NE2026-10-16
Clear Harbor Asset Management, LLC
29,182$662.1K0.0%CoreLowStamford, CT2026-11-05
River's Edge Wealth Management, LLC
29,123$662.3K0.6%ETFVery LowBeaver, PA2026-10-19
Curbstone Financial Management Corp
28,742$652.2K0.1%CoreLowManchester, NH2026-10-21
Redwood Financial Network Corp
28,368$643.7K0.3%ETFLowSolon, OH2026-11-03
Focused Alpha, LLC
27,270$618.8K0.2%CoreMediumDenver, CO2026-10-20
Diversify Advisory Services, LLC
26,618$605.3K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
26,618$605.3K0.0%GrowthMediumSandy, UT2026-10-20
ADG Wealth Management Group, LLC
25,340$575.0K0.4%ETFVery LowMetairie, LA2026-10-23
Ellis Investment Partners, LLC
25,141$570.5K0.1%ETFLowBerwyn, PA2026-10-21
Silverlake Wealth Management LLC
23,714$538.1K0.1%ETFLowWilliston, VT2026-10-21
Naples Global Advisors, LLC
22,650$513.9K0.0%CoreVery LowNaples, FL2026-11-05
XML Financial, LLC
22,477$510.0K0.0%ETFLowBethesda, MD2026-10-29
James Investment Research, Inc.
22,010$499.4K0.1%CoreLowAlpha, OH2026-10-22
XY Planning Network, Inc.
21,904$497.0K0.1%ETFLowBozeman, MT2026-10-14
Koshinski Asset Management, Inc.
21,601$490.1K0.0%ETFLowDecatur, IL2026-10-29
Prosperity Planning, Inc.
21,460$486.9K0.1%ETFVery LowNorth Kansas City, MO2026-10-09
Truist Financial Corp
21,206$481.2K0.0%CoreLowCharlotte, NC2026-10-30
Integrated Advisors Network LLC
21,123$479.3K0.0%GrowthMediumDallas, TX2026-10-20
Gradient Capital Advisors, LLC
21,086$478.4K0.1%ETFLowSan Diego, CA2026-10-21
Schmidt P J Investment Management Inc
20,818$472.4K0.1%GrowthVery LowCedarburg, WI2026-11-02
Tableaux LLC
20,778$471.5K0.2%ETFLowStockbridge, MA2026-10-23
Koesten, Hirschmann & Crabtree, Inc.
19,229$436.3K0.2%ETFVery LowOverland Park, KS2026-10-13
Wiregrass Investment Management LLC
19,000$431.1K0.3%CoreMediumThomasville, GA2026-11-05
Beacon Financial Planning, Inc
18,870$428.2K0.1%ETFVery LowHyannis, MA2026-11-04
Robbins Farley
18,772$425.9K0.2%CoreMediumBedford, NH2026-10-21
Mlp3, LLC
18,730$425.0K0.4%CoreVery LowLinwood, NJ2026-10-22
KOM Wealth Management Group, LLC
18,668$423.6K0.2%ETFLowAppleton, WI2026-10-15
S.E.E.D. Planning Group LLC
18,632$422.8K0.1%CoreMediumBinghamton, NY2026-10-07
Snider Financial Group
18,487$419.5K0.1%GrowthLowBellevue, WA2026-10-16
Gryphon Financial Partners LLC
18,386$417.2K0.0%IndexLowColumbus, OH2026-11-04
Provenance Wealth Advisors, LLC
17,861$405.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Alliance Wealth Advisors, LLC
17,393$394.6K0.1%ETFHighCenterville, UT2026-10-28
Ballast Rock Private Wealth LLC
17,371$394.1K0.2%ETFMediumCharleston, SC2026-10-26
Bradley & Co. Private Wealth Management, LLC
17,151$389.2K0.2%CoreVery LowMiami, FL2026-10-23
Simon Quick Advisors, LLC
16,784$380.8K0.0%ETFLowMorristown, NJ2026-10-26
1900 Wealth Management LLC
16,578$376.2K0.0%ETFLowSan Antonio, TX2026-10-13
Riverchase Wealth Management, LLC
15,992$362.9K0.2%ETFMediumFlower Mound, TX2026-10-28
Sarver Vrooman Wealth Advisors
15,767$357.8K0.2%ETFMediumKansas City, MO2026-10-01
Ledyard National Bank
15,600$354.0K0.0%CoreLowHanover, NH2026-10-21
Crusonia Wealth Advisors LLC
15,252$346.1K0.1%ETFVery LowDenver, CO2026-10-26
Hyposwiss Advisors SA
14,960$339.4K0.3%ETFLowGeneva, Switzerland2026-10-26
Lee Financial Co
14,550$330.1K0.0%ETFVery LowDallas, TX2026-10-16
Johnson Bixby & Associates, LLC
14,311$324.7K0.0%ETFMediumVancouver, WA2026-10-14
Indivisible Partners
14,308$324.6K0.0%GrowthMediumClearwater, FL2026-10-26
Gamma Investing LLC
14,064$319.1K0.0%IndexVery LowFoster City, CA2026-10-08
Redw Wealth LLC
13,761$312.2K0.1%ETFLowAlbuquerque, NM2026-11-02
Aprio Wealth Management, LLC
13,755$312.1K0.0%ETFMediumAtlanta, GA2026-10-28
Financial Advisory Corp
13,392$303.9K0.0%ETFVery LowGrand Rapids, MI2026-10-14
One Day In July LLC
13,172$298.9K0.0%ETFVery LowBurlington, VT2026-10-30
Cove Private Wealth, LLC
13,000$295.0K0.1%GrowthLowOyster Bay Cove, NY2026-10-28
Berkshire Money Management, Inc.
12,756$289.4K0.0%ETFMediumDalton, MA2026-10-21
Atwater Malick LLC
12,673$287.6K0.1%CoreLowLancaster, PA2026-10-15
United Community Bank
12,650$287.0K0.1%CoreLowGreenville, SC2026-10-28
Midland Wealth Advisors, LLC
12,503$283.7K0.0%ETFLowEffingham, IL2026-10-26
Wilmington Savings Fund Society, FSB
12,150$275.7K0.0%CoreLowWilmington, DE2026-10-23
Brookstone Capital Management
11,847$268.8K0.0%ETFMediumWheaton, IL2026-10-22
Advisor OS, LLC
11,275$255.8K0.0%ETFMediumChicago, IL2026-11-03
Highland Financial Advisors, LLC
11,110$252.1K0.1%ETFVery LowWayne, NJ2026-10-19
Next Level Wealth Planning, LLC
10,950$248.5K0.1%ETFVery LowMeridian, ID2026-10-29
Briggs Wealth Management, Inc
10,702$242.8K0.2%ETFLowGlastonbury, CT2026-10-26
Walser Wealth Management Company, A Ltd Liability Co
10,683$242.4K0.1%GrowthHighTampa, FL2026-10-15
Choreo, LLC
10,648$241.6K0.0%IndexLowRockford, IL2026-10-28
Alterna Wealth Management, Inc
10,577$240.0K0.1%ETFMediumHouston, TX2026-10-27
AMG National Trust Bank
10,562$239.7K0.0%ETFLowGreenwood Village, CO2026-11-05
Welch & Forbes LLC
10,279$233.2K0.0%CoreVery LowBoston, MA2026-11-04
Csenge Advisory Group
10,031$227.6K0.0%ETFMediumClearwater, FL2026-11-04
Arnold Financial Planning LLC
9,857$223.7K0.2%ETFVery LowHiawatha, IA2026-10-20
Ashton Thomas Private Wealth, LLC
9,494$215.4K0.0%CoreMediumScottsdale, AZ2026-11-03
WealthPlan Investment Management, LLC
9,325$211.6K0.0%GrowthMediumOmaha, NE2026-10-15
Phillips Financial Management, LLC
9,251$209.9K0.0%ETFVery LowFort Wayne, IN2026-10-19
MinichMacGregor Wealth Management, LLC
9,080$206.0K0.0%ETFHighSaratoga Springs, NY2026-10-14
First Premier Bank
9,017$2040.0%CoreVery LowSioux Falls, SD2026-10-13
True Private Wealth Advisors
9,011$204.5K0.0%ETFMediumSalem, OR2026-10-19
Plancorp, LLC
8,867$202.6K0.0%ETFLowSaint Louis, MO2026-11-03
Yoder Wealth Management, Inc.
8,865$201.1K0.1%ETFLowWalnut Creek, CA2026-10-13
Physician Wealth Advisors, Inc.
7,330$166.3K0.0%ETFMediumMidvale, UT2026-10-20
Pittenger & Anderson Inc
6,405$145.3K0.0%CoreLowLincoln, NE2026-11-02
Pinnacle Bancorp, Inc.
5,261$119.4K0.0%CoreVery LowBeatrice, NE2026-10-21
Blue Trust, Inc.
3,979$90.3K0.0%ETFLowBrentwood, TN2026-10-15
MTM Investment Management, LLC
3,298$74.8K0.0%CoreVery LowSpartanburg, SC2026-10-30
Trust Co
3,289$74.6K0.0%ETFVery LowManhattan, KS2026-10-09
Townsend Asset Management Corp
3,284$74.5K0.0%CoreLowRaleigh, NC2026-10-29
NBH Bank
2,664$60.4K0.0%CoreN/AGreenwood Village, CO2026-11-05
Rossby Financial, LCC
2,645$60.0K0.0%ETFMediumMelbourne, FL2026-11-05
Larson Financial Group LLC
2,569$58.3K0.0%GrowthLowSt Louis, MO2026-11-05
Hurley Capital, LLC
2,350$53.3K0.0%GARPMediumNew York, NY2026-11-05
Burkett Financial Services, LLC
2,164$49.1K0.0%ETFLowRock Hill, SC2026-10-01
Birch Financial Group, LLC
1,880$42.7K0.0%CoreLowKeene, NH2026-10-27
Eastern Bank
1,425$32.3K0.0%GrowthMediumBoston, MA2026-10-05
Coastline Trust Co
1,418$32.2K0.0%GrowthVery LowProvidence, RI2026-10-01
Private Trust Co NA
1,248$28.3K0.0%CoreLowCleveland, OH2026-10-20
Capital Investment Advisory Services, LLC
1,000$22.7K0.0%CoreMediumRaleigh, NC2026-10-30
Pioneer Family Office, LLC
910$20.6K0.0%ETFMediumNorth Miami Beach, FL2026-10-30
AlphaCore Capital LLC
870$19.7K0.0%ETFLowLa Jolla, CA2026-11-04
Key FInancial Inc
557$12.6K0.0%ETFLowWest Chester, PA2026-11-02
Y.D. More Investments Ltd
443$10.1K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Asset Dedication, LLC
325$7.4K0.0%ETFLowSan Francisco, CA2026-11-03
IMG Wealth Management, Inc.
227$5.2K0.0%ETFMediumJacksonville, FL2026-10-27
Hoey Investments, Inc
130$3.0K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Golden State Wealth Management, LLC
70$1.6K0.0%ETFMediumSanta Ana, CA2026-11-02
Root Financial Partners, LLC
69$1.6K0.0%ETFMediumEncinitas, CA2026-10-21
Key Capital Management, Inc
66$1.5K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03