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Ishares Ibonds DEC 2031 Corp (IBDW)

CUSIP: 46436E486 | NYSE | 411 institutional holders

Quarters

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

Capital Investment Advisors, LLC4,199,994
1.1% of portfolio›$84.3M
Venture Visionary Partners LLC2,341,903
1.2% of portfolio›$47.0M
Sarver Vrooman Wealth Advisors2,265,413
26.7% of portfolio›$45.4M
Klingman & Associates, LLC1,898,606
1.6% of portfolio›$38.1M
Sigma Investment Counselors Inc1,892,603
1.8% of portfolio›$38.0M
Woodmont Investment Counsel LLC1,811,312
1.9% of portfolio›$36.3M
Commonwealth Equity Services, LLC1,337,650
0.0% of portfolio›$26.8M
MV Capital Management, Inc.928,807
1.7% of portfolio›$18.6M
Howland Capital Management LLC823,699
0.6% of portfolio›$16.5M
Arrow Financial Corp738,467
1.4% of portfolio›$14.8M
Ironwood Financial, llc711,273
2.2% of portfolio›$14.3M
Cowa, LLC677,033
3.3% of portfolio›$13.6M
Probity Advisors, Inc.616,485
1.8% of portfolio›$12.4M
PFG Private Wealth Management, LLC615,440
5.2% of portfolio›$12.3M
Kestra Advisory Services, LLC611,281
0.0% of portfolio›$12.3M
Lido Advisors, LLC586,623
0.0% of portfolio›$11.8M
Truist Financial Corp540,491
0.0% of portfolio›$10.8M
Parkway Wealth Management Group, LLC495,497
1.1% of portfolio›$9.9M
Glenview Trust Co475,434
0.1% of portfolio›$9.5M
Cornerstone Planning, LLC462,632
2.0% of portfolio›$9.5M
First National Trust Co459,360
0.3% of portfolio›$9.2M
Guidance Point Advisors, LLC459,182
1.9% of portfolio›$9.2M
Windsor Capital Management, LLC458,782
2.4% of portfolio›$9.2M
Lyell Wealth Management, LP399,960
0.5% of portfolio›$8.0M
Parallel Advisors, LLC389,366
0.1% of portfolio›$7.8M
Concurrent Investment Advisors, LLC331,574
0.0% of portfolio›$6.7M
Praetorian Wealth Management, Inc.323,354
1.1% of portfolio›$6.5M
4Thought Financial Group Inc.302,284
2.8% of portfolio›$6.1M
Droms Strauss Advisors Inc282,099
1.3% of portfolio›$5.7M
Precedent Wealth Partners, LLC271,077
0.8% of portfolio›$5.4M
Beaumont Asset Management, L.L.C.269,138
1.9% of portfolio›$5.4M
Krilogy Financial LLC267,801
0.1% of portfolio›$5.4M
Quantum Financial Advisors, LLC254,191
0.5% of portfolio›$5.1M
Virginia Wealth Management Group, Inc.249,782
2.5% of portfolio›$5.0M
Cliftonlarsonallen Wealth Advisors, LLC235,352
0.1% of portfolio›$4.7M
Rossmore Private Capital226,807
0.3% of portfolio›$4.5M
Adirondack Trust Co217,216
1.4% of portfolio›$4.4M
Chicago Partners Investment Group LLC211,859
0.1% of portfolio›$4.3M
Wilkins Miller Wealth Management, LLC204,921
2.3% of portfolio›$4.1M
MCF Advisors LLC200,734
0.1% of portfolio›$4.0M
Members Wealth LLC176,415
1.8% of portfolio›$3.5M
IFP Advisors, Inc156,988
0.1% of portfolio›$3.1M
Segment Wealth Management, LLC147,901
0.2% of portfolio›$3.0M
Wealth Enhancement Advisory Services, LLC143,210
0.0% of portfolio›$2.9M
LifePlan Financial, LLC140,559
2.0% of portfolio›$2.8M
Fulton Breakefield Broenniman LLC138,593
0.2% of portfolio›$2.8M
Laurel Wealth Advisors LLC133,390
0.2% of portfolio›$2.7M
Marathon Mission, Inc.129,200
1.3% of portfolio›$2.6M
Apollon Wealth Management, LLC128,481
0.0% of portfolio›$2.6M
Cambridge Investment Research Advisors, Inc.123,806
0.0% of portfolio›$2.5K
Wealthstar Advisors, LLC120,591
0.7% of portfolio›$2.4M
Community Financial Services Group, LLC119,552
0.4% of portfolio›$2.4M
Atria Investments, Inc118,893
0.0% of portfolio›$2.4M
Associated Banc-Corp117,778
0.1% of portfolio›$2.4M
Chesley Taft & Associates LLC116,400
0.1% of portfolio›$2.3M
Meridian Wealth Management, LLC107,621
0.1% of portfolio›$2.2M
Archford Capital Strategies, LLC103,970
0.2% of portfolio›$2.1M
Beese Fulmer Investment Management, Inc.101,165
0.1% of portfolio›$2.0M
Penobscot Investment Management Company, Inc.99,785
0.1% of portfolio›$2.0M
Romano Brothers and Company95,197
0.2% of portfolio›$1.9M
McGlone Suttner Wealth Management, Inc.80,149
0.2% of portfolio›$1.6M
Breachway Investments LLC78,485
2.4% of portfolio›$1.6M
Bullock Wealth Management Group75,132
0.6% of portfolio›$1.5M
Great Diamond Partners, LLC74,725
0.3% of portfolio›$1.5M
InvesTrust74,722
0.6% of portfolio›$1.5M
Strid Group, LLC73,350
0.2% of portfolio›$1.5M
Resonant Capital Advisors, LLC72,214
0.1% of portfolio›$1.4M
NovaPoint Capital, LLC71,174
0.3% of portfolio›$1.4M
Park Avenue Securities LLC68,341
0.0% of portfolio›$1.4K
Redw Wealth LLC65,523
0.5% of portfolio›$1.3M
Montecito Bank & Trust64,595
0.2% of portfolio›$1.3M
Sowell Financial Services LLC64,510
0.0% of portfolio›$1.3M
Naples Global Advisors, LLC63,040
0.1% of portfolio›$1.3M
Yoder Wealth Management, Inc.61,550
0.5% of portfolio›$1.2M
Bank of New Hampshire60,470
0.3% of portfolio›$1.2M
Moneco Advisors, LLC59,923
0.1% of portfolio›$1.2M
Absolute Capital Management, LLC59,195
0.3% of portfolio›$1.2M
Cornell Pochily Investment Advisors, Inc.57,608
0.3% of portfolio›$1.2M
Harbor Investment Advisory, LLC56,810
0.1% of portfolio›$1.1M
Oppenheimer & Co Inc55,946
0.0% of portfolio›$1.1M
Paradigm, Strategies in Wealth Management, LLC55,727
0.7% of portfolio›$1.1M
Beacon Financial Group54,485
0.1% of portfolio›$1.1M
Beaumont Financial Advisors, LLC54,296
0.1% of portfolio›$1.1M
Cherry Tree Wealth Management, LLC52,584
0.2% of portfolio›$1.1M
Newman Dignan & Sheerar, Inc.50,799
0.2% of portfolio›$1.0M
Bank of New York Mellon Corp44,244
0.0% of portfolio›$887.5K
Leo Wealth, LLC43,707
0.2% of portfolio›$876.8K
Commonwealth Financial Services, LLC43,325
0.2% of portfolio›$869.1K
Sonata Capital Group Inc40,905
0.3% of portfolio›$820.5K
Gradient Capital Advisors, LLC40,801
0.2% of portfolio›$818.5K
Weaver Consulting Group39,138
0.2% of portfolio›$785.1K
Aspen Wealth Management LLC37,042
0.1% of portfolio›$743.1K
OFS Enterprise LLC36,373
0.2% of portfolio›$729.6K
XML Financial, LLC36,147
0.1% of portfolio›$725.1K
Koesten, Hirschmann & Crabtree, Inc.34,437
0.3% of portfolio›$690.8K
Conrad Siegel Investment Advisors, Inc.33,298
0.1% of portfolio›$668.0K
Redwood Financial Network Corp32,367
0.4% of portfolio›$649.3K
Fort Washington Investment Advisors Inc30,911
0.0% of portfolio›$620.1K
DecisionMap Wealth Management, LLC30,078
0.3% of portfolio›$603.4K
Foundation Wealth Management, LLC28,045
0.3% of portfolio›$562.6K
Kestra Private Wealth Services, LLC27,974
0.0% of portfolio›$561.2K
Creative Planning27,541
0.0% of portfolio›$552.5K
Sterling Investment Advisors, Ltd.27,485
0.1% of portfolio›$551.3K
Forvis Mazars Wealth Advisors, LLC26,159
0.0% of portfolio›$524.8K
SAX Wealth Advisors, LLC24,510
0.0% of portfolio›$491.7K
Twin Cities Retirement Group LLC24,002
0.4% of portfolio›$481.5K
4J Wealth Management LLC23,104
0.2% of portfolio›$463.5K
Ellis Investment Partners, LLC22,642
0.1% of portfolio›$454.2K
Greater Midwest Financial Group, LLC21,172
0.2% of portfolio›$424.7K
Farther Finance Advisors, LLC20,517
0.0% of portfolio›$411.6K
Syntegra Private Wealth Group, LLC20,353
0.0% of portfolio›$408.3K
Princeton Global Asset Management LLC20,318
0.1% of portfolio›$407.6K
Lee Financial Co20,000
0.1% of portfolio›$401.2K
1900 Wealth Management LLC18,640
0.0% of portfolio›$373.9K
First Interstate Bank18,519
0.0% of portfolio›$371.5K
Legacy Wealth Management, LLC / MS18,350
0.1% of portfolio›$368.1K
Simon Quick Advisors, LLC17,595
0.0% of portfolio›$353.0K
Hyposwiss Advisors SA16,935
0.3% of portfolio›$339.7K
RVW Wealth, LLC16,560
0.0% of portfolio›$332.2K
Provenance Wealth Advisors, LLC16,532
0.0% of portfolio›$331.6K
Madrid Wealth Management, LLC16,368
0.2% of portfolio›$328.3K
Focused Alpha, LLC16,199
0.1% of portfolio›$325.0K
Gratus Wealth Advisors, LLC15,519
0.0% of portfolio›$311.3K
Cornerstone Wealth Management, LLC15,497
0.0% of portfolio›$310.9K
Farnam Financial LLC14,750
0.2% of portfolio›$297.7K
Berkshire Money Management, Inc.14,224
0.0% of portfolio›$285.3K
Arcadia Investment Advisors LLC13,580
0.1% of portfolio›$272.4K
LFA - Lugano Financial Advisors SA13,550
0.2% of portfolio›$271.8K
Barrett & Company, Inc.13,235
0.1% of portfolio›$262.2K
Beacon Financial Planning, Inc13,129
0.1% of portfolio›$263.4K
Prosperity Planning, Inc.13,036
0.1% of portfolio›$261.5K
MinichMacGregor Wealth Management, LLC12,206
0.0% of portfolio›$244.9K
Lincoln Capital Corp11,990
0.1% of portfolio›$240.5K
Johnson Bixby & Associates, LLC11,926
0.0% of portfolio›$239.2K
Journey Advisory Group, LLC11,800
0.0% of portfolio›$236.7K
Welch & Forbes LLC11,767
0.0% of portfolio›$236.0K
Choreo, LLC11,682
0.0% of portfolio›$234.3K
Koshinski Asset Management, Inc.11,429
0.0% of portfolio›$229.3K
Ballast Rock Private Wealth LLC10,903
0.1% of portfolio›$218.7K
Diversify Wealth Management, LLC10,833
0.0% of portfolio›$218.4K
Diversify Advisory Services, LLC10,833
0.0% of portfolio›$218.4K
First Premier Bank9,709
0.0% of portfolio›$195
Trust Co8,211
0.0% of portfolio›$164.7K
Acropolis Investment Management, LLC6,890
0.0% of portfolio›$138.2K
Physician Wealth Advisors, Inc.5,562
0.0% of portfolio›$111.6K
Signaturefd, LLC5,131
0.0% of portfolio›$102.9K
Pittenger & Anderson Inc5,000
0.0% of portfolio›$100.3K
Pioneer Family Office, LLC4,741
0.0% of portfolio›$95.1K
High Note Wealth, LLC4,081
0.0% of portfolio›$81.9K
Wilmington Savings Fund Society, FSB3,750
0.0% of portfolio›$75.2K
Rossby Financial, LCC3,091
0.0% of portfolio›$62.0K
Ascentis Independent Advisors3,000
0.0% of portfolio›$60.2K
Birch Financial Group, LLC2,765
0.0% of portfolio›$55.5K
Trust Co of Vermont2,435
0.0% of portfolio›$48.8K
Larson Financial Group LLC2,046
0.0% of portfolio›$41.0K
Eastern Bank1,950
0.0% of portfolio›$39.1K
United Community Bank1,835
0.0% of portfolio›$36.8K
Ashton Thomas Private Wealth, LLC1,376
0.0% of portfolio›$27.6K
Private Trust Co NA1,290
0.0% of portfolio›$25.9K
Phillips Financial Management, LLC1,274
0.0% of portfolio›$25.6K
Blue Trust, Inc.1,154
0.0% of portfolio›$23.1K
Key FInancial Inc680
0.0% of portfolio›$13.6K
Y.D. More Investments Ltd370
0.0% of portfolio›$7.4K
Root Financial Partners, LLC77
0.0% of portfolio›$1.5K
Golden State Wealth Management, LLC55
0.0% of portfolio›$1.1K
Key Capital Management, Inc52
0.0% of portfolio›$1.0K
MB, Levis & Associates, LLC18
0.0% of portfolio›$361
StyleTurnoverLocationFiled
Capital Investment Advisors, LLC
4,199,994$84.3M1.1%CoreLowAtlanta, GA2026-10-22
Venture Visionary Partners LLC
2,341,903$47.0M1.2%CoreLowSylvania, OH2026-10-07
Sarver Vrooman Wealth Advisors
2,265,413$45.4M26.7%ETFMediumKansas City, MO2026-10-01
Klingman & Associates, LLC
1,898,606$38.1M1.6%ETFVery LowNew York, NY2026-10-20
Sigma Investment Counselors Inc
1,892,603$38.0M1.8%ETFLowNorthville, MI2026-10-27
Woodmont Investment Counsel LLC
1,811,312$36.3M1.9%GARPVery LowNashville, TN2026-10-29
Commonwealth Equity Services, LLC
1,337,650$26.8M0.0%ETFLowWaltham, MA2026-11-02
MV Capital Management, Inc.
928,807$18.6M1.7%ETFLowBethesda, MD2026-10-29
Howland Capital Management LLC
823,699$16.5M0.6%CoreLowBoston, MA2026-10-22
Arrow Financial Corp
738,467$14.8M1.4%ETFLowGlens Falls, NY2026-10-26
Ironwood Financial, llc
711,273$14.3M2.2%ETFLowTucson, AZ2026-10-20
Cowa, LLC
677,033$13.6M3.3%ETFMediumTulsa, OK2026-10-30
Probity Advisors, Inc.
616,485$12.4M1.8%ETFLowDallas, TX2026-10-23
PFG Private Wealth Management, LLC
615,440$12.3M5.2%ETFHighLutz, FL2026-10-15
Kestra Advisory Services, LLC
611,281$12.3M0.0%CoreLowAustin, TX2026-11-02
Lido Advisors, LLC
586,623$11.8M0.0%GrowthLowLos Angeles, CA2026-11-04
Truist Financial Corp
540,491$10.8M0.0%CoreLowCharlotte, NC2026-10-30
Parkway Wealth Management Group, LLC
495,497$9.9M1.1%ETFHighPlano, TX2026-10-20
Glenview Trust Co
475,434$9.5M0.1%GrowthVery LowLouisville, KY2026-10-28
Cornerstone Planning, LLC
462,632$9.5M2.0%CoreMediumCharlotte, NC2026-10-27
First National Trust Co
459,360$9.2M0.3%GrowthLowJohnstown, PA2026-10-28
Guidance Point Advisors, LLC
459,182$9.2M1.9%ETFVery LowWellesley, MA2026-10-15
Windsor Capital Management, LLC
458,782$9.2M2.4%ETFVery LowPhoenix, AZ2026-10-13
Lyell Wealth Management, LP
399,960$8.0M0.5%GrowthLowMenlo Park, CA2026-10-30
Parallel Advisors, LLC
389,366$7.8M0.1%IndexLowSan Francisco, CA2026-11-03
Concurrent Investment Advisors, LLC
331,574$6.7M0.0%GrowthMediumTampa, FL2026-10-16
Praetorian Wealth Management, Inc.
323,354$6.5M1.1%ETFVery LowCarmel, CA2026-10-16
4Thought Financial Group Inc.
302,284$6.1M2.8%ETFLowSyosset, NY2026-11-02
Droms Strauss Advisors Inc
282,099$5.7M1.3%ETFLowSt. Louis, MO2026-11-03
Precedent Wealth Partners, LLC
271,077$5.4M0.8%ETFMediumHouston, TX2026-10-21
Beaumont Asset Management, L.L.C.
269,138$5.4M1.9%ETFLowBeaumont, TX2026-10-16
Krilogy Financial LLC
267,801$5.4M0.1%GrowthLowSt. Louis, MO2026-10-13
Quantum Financial Advisors, LLC
254,191$5.1M0.5%ETFLowSanta Monica, CA2026-11-03
Virginia Wealth Management Group, Inc.
249,782$5.0M2.5%YieldLowVirginia Beach, VA2026-10-14
Cliftonlarsonallen Wealth Advisors, LLC
235,352$4.7M0.1%ETFLowMinneapolis, MN2026-10-14
Rossmore Private Capital
226,807$4.5M0.3%CoreLowGlastonbury, CT2026-10-27
Adirondack Trust Co
217,216$4.4M1.4%GrowthLowSaratoga Springs, NY2026-10-14
Chicago Partners Investment Group LLC
211,859$4.3M0.1%GARPLowChicago, IL2026-10-27
Wilkins Miller Wealth Management, LLC
204,921$4.1M2.3%ETFVery LowMobile, AL2026-10-13
MCF Advisors LLC
200,734$4.0M0.1%ETFLowLexington, KY2026-10-28
Members Wealth LLC
176,415$3.5M1.8%ETFLowMedia, PA2026-10-20
IFP Advisors, Inc
156,988$3.1M0.1%GrowthLowTampa, FL2026-10-16
Segment Wealth Management, LLC
147,901$3.0M0.2%CoreLowHouston, TX2026-10-26
Wealth Enhancement Advisory Services, LLC
143,210$2.9M0.0%CoreLowPlymouth, MN2026-10-13
LifePlan Financial, LLC
140,559$2.8M2.0%CoreLowMankato, MN2026-10-13
Fulton Breakefield Broenniman LLC
138,593$2.8M0.2%GrowthLowBethesda, MD2026-11-03
Laurel Wealth Advisors LLC
133,390$2.7M0.2%CoreVery LowCharlotte, NC2026-10-27
Marathon Mission, Inc.
129,200$2.6M1.3%ETFVery LowAlbany, NY2026-10-01
Apollon Wealth Management, LLC
128,481$2.6M0.0%GrowthLowMount Pleasant, SC2026-10-23
Cambridge Investment Research Advisors, Inc.
123,806$2.5K0.0%ETFLowFairfield, IA2026-11-02
Wealthstar Advisors, LLC
120,591$2.4M0.7%ETFMediumPlano, TX2026-10-19
Community Financial Services Group, LLC
119,552$2.4M0.4%GrowthLowNewport, VT2026-10-15
Atria Investments, Inc
118,893$2.4M0.0%CoreMediumCharlotte, NC2026-10-15
Associated Banc-Corp
117,778$2.4M0.1%CoreLowGreen Bay, WI2026-10-30
Chesley Taft & Associates LLC
116,400$2.3M0.1%CoreLowChicago, IL2026-10-13
Meridian Wealth Management, LLC
107,621$2.2M0.1%GrowthLowLexington, KY2026-11-05
Archford Capital Strategies, LLC
103,970$2.1M0.2%GrowthMediumSwansea, IL2026-10-19
Beese Fulmer Investment Management, Inc.
101,165$2.0M0.1%CoreLowCanton, OH2026-10-23
Penobscot Investment Management Company, Inc.
99,785$2.0M0.1%GrowthLowBoston, MA2026-10-26
Romano Brothers and Company
95,197$1.9M0.2%CoreLowEvanston, IL2026-10-22
McGlone Suttner Wealth Management, Inc.
80,149$1.6M0.2%ETFVery LowAppleton, WI2026-10-13
Breachway Investments LLC
78,485$1.6M2.4%ETFLowCharlestown, RI2026-10-19
Bullock Wealth Management Group
75,132$1.5M0.6%GrowthLowBloomington, IN2026-10-09
Great Diamond Partners, LLC
74,725$1.5M0.3%CoreMediumPortland, ME2026-10-13
InvesTrust
74,722$1.5M0.6%CoreLowOklahoma City, OK2026-10-14
Strid Group, LLC
73,350$1.5M0.2%ETFLowNewtown Square, PA2026-10-28
Resonant Capital Advisors, LLC
72,214$1.4M0.1%ETFLowMadison, WI2026-10-15
NovaPoint Capital, LLC
71,174$1.4M0.3%CoreLowAtlanta, GA2026-10-22
Park Avenue Securities LLC
68,341$1.4K0.0%ETFMediumNew York, NY2026-10-26
Redw Wealth LLC
65,523$1.3M0.5%ETFLowAlbuquerque, NM2026-11-02
Montecito Bank & Trust
64,595$1.3M0.2%GrowthVery LowSanta Barbara, CA2026-10-01
Sowell Financial Services LLC
64,510$1.3M0.0%CoreLowNorth Little Rock, AR2026-10-23
Naples Global Advisors, LLC
63,040$1.3M0.1%CoreVery LowNaples, FL2026-11-05
Yoder Wealth Management, Inc.
61,550$1.2M0.5%ETFLowWalnut Creek, CA2026-10-13
Bank of New Hampshire
60,470$1.2M0.3%CoreLowLaconia, NH2026-10-06
Moneco Advisors, LLC
59,923$1.2M0.1%ETFLowFairfield, CT2026-11-05
Absolute Capital Management, LLC
59,195$1.2M0.3%ETFMediumPittsburgh, PA2026-10-16
Cornell Pochily Investment Advisors, Inc.
57,608$1.2M0.3%CoreLowIthaca, NY2026-10-19
Harbor Investment Advisory, LLC
56,810$1.1M0.1%GrowthLowLutherville, MD2026-10-13
Oppenheimer & Co Inc
55,946$1.1M0.0%CoreLowNew York, NY2026-10-26
Paradigm, Strategies in Wealth Management, LLC
55,727$1.1M0.7%ETFLowMaple Grove, MN2026-10-16
Beacon Financial Group
54,485$1.1M0.1%ETFMediumDallas, TX2026-10-19
Beaumont Financial Advisors, LLC
54,296$1.1M0.1%GrowthMediumNeedham, MA2026-10-22
Cherry Tree Wealth Management, LLC
52,584$1.1M0.2%ETFVery LowMinnetonka, MN2026-10-15
Newman Dignan & Sheerar, Inc.
50,799$1.0M0.2%ETFLowProvidence, RI2026-10-21
Bank of New York Mellon Corp
44,244$887.5K0.0%CoreLowNew York, NY2026-11-05
Leo Wealth, LLC
43,707$876.8K0.2%CoreLowHurst, TX2026-10-26
Commonwealth Financial Services, LLC
43,325$869.1K0.2%ETFMediumVienna, WV2026-10-20
Sonata Capital Group Inc
40,905$820.5K0.3%ETFVery LowSeattle, WA2026-10-19
Gradient Capital Advisors, LLC
40,801$818.5K0.2%ETFLowSan Diego, CA2026-10-21
Weaver Consulting Group
39,138$785.1K0.2%ETFLowHuntington Beach, CA2026-10-07
Aspen Wealth Management LLC
37,042$743.1K0.1%ETFLowFort Worth, TX2026-10-14
OFS Enterprise LLC
36,373$729.6K0.2%ETFVery LowKearney, NE2026-10-16
XML Financial, LLC
36,147$725.1K0.1%ETFLowBethesda, MD2026-10-29
Koesten, Hirschmann & Crabtree, Inc.
34,437$690.8K0.3%ETFVery LowOverland Park, KS2026-10-13
Conrad Siegel Investment Advisors, Inc.
33,298$668.0K0.1%ETFLowHarrisburg, PA2026-10-08
Redwood Financial Network Corp
32,367$649.3K0.4%ETFLowSolon, OH2026-11-03
Fort Washington Investment Advisors Inc
30,911$620.1K0.0%CoreLowCincinnati, OH2026-10-15
DecisionMap Wealth Management, LLC
30,078$603.4K0.3%ETFLowGreat Falls, VA2026-10-29
Foundation Wealth Management, LLC
28,045$562.6K0.3%ETFLowClayton, MO2026-10-22
Kestra Private Wealth Services, LLC
27,974$561.2K0.0%GrowthLowAustin, TX2026-10-30
Creative Planning
27,541$552.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Sterling Investment Advisors, Ltd.
27,485$551.3K0.1%GrowthLowBerwyn, PA2026-10-27
Forvis Mazars Wealth Advisors, LLC
26,159$524.8K0.0%ETFVery LowSpringfield, MO2026-10-13
SAX Wealth Advisors, LLC
24,510$491.7K0.0%ETFVery LowParsippany, NJ2026-10-13
Twin Cities Retirement Group LLC
24,002$481.5K0.4%ETFVery LowPlymouth, MN2026-10-16
4J Wealth Management LLC
23,104$463.5K0.2%ETFMediumMclean, VA2026-11-02
Ellis Investment Partners, LLC
22,642$454.2K0.1%ETFLowBerwyn, PA2026-10-21
Greater Midwest Financial Group, LLC
21,172$424.7K0.2%GrowthMediumSt. Paul, MN2026-10-13
Farther Finance Advisors, LLC
20,517$411.6K0.0%IndexLowSan Francisco, CA2026-10-08
Syntegra Private Wealth Group, LLC
20,353$408.3K0.0%ETFLowChesterfield, MO2026-10-13
Princeton Global Asset Management LLC
20,318$407.6K0.1%GrowthLowPrinceton, NJ2026-10-21
Lee Financial Co
20,000$401.2K0.1%ETFVery LowDallas, TX2026-10-16
1900 Wealth Management LLC
18,640$373.9K0.0%ETFLowSan Antonio, TX2026-10-13
First Interstate Bank
18,519$371.5K0.0%ETFLowBillings, MT2026-10-23
Legacy Wealth Management, LLC / MS
18,350$368.1K0.1%GrowthLowRidgeland, MS2026-10-30
Simon Quick Advisors, LLC
17,595$353.0K0.0%ETFLowMorristown, NJ2026-10-26
Hyposwiss Advisors SA
16,935$339.7K0.3%ETFLowGeneva, Switzerland2026-10-26
RVW Wealth, LLC
16,560$332.2K0.0%ETFVery LowLos Angeles, CA2026-10-06
Provenance Wealth Advisors, LLC
16,532$331.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Madrid Wealth Management, LLC
16,368$328.3K0.2%ETFLowAlbuquerque, NM2026-10-23
Focused Alpha, LLC
16,199$325.0K0.1%CoreMediumDenver, CO2026-10-20
Gratus Wealth Advisors, LLC
15,519$311.3K0.0%ETFLowVirginia Beach, VA2026-10-26
Cornerstone Wealth Management, LLC
15,497$310.9K0.0%ETFVery LowSt. Peters, MO2026-11-04
Farnam Financial LLC
14,750$297.7K0.2%ETFLowPhoenix, AZ2026-10-21
Berkshire Money Management, Inc.
14,224$285.3K0.0%ETFMediumDalton, MA2026-10-21
Arcadia Investment Advisors LLC
13,580$272.4K0.1%ETFLowEagle, ID2026-10-13
LFA - Lugano Financial Advisors SA
13,550$271.8K0.2%ETFLowLugano, Switzerland2026-11-03
Barrett & Company, Inc.
13,235$262.2K0.1%ETFLowProvidence, RI2026-10-22
Beacon Financial Planning, Inc
13,129$263.4K0.1%ETFVery LowHyannis, MA2026-11-04
Prosperity Planning, Inc.
13,036$261.5K0.1%ETFVery LowNorth Kansas City, MO2026-10-09
MinichMacGregor Wealth Management, LLC
12,206$244.9K0.0%ETFHighSaratoga Springs, NY2026-10-14
Lincoln Capital Corp
11,990$240.5K0.1%ETFMediumEast Greenwich, RI2026-10-13
Johnson Bixby & Associates, LLC
11,926$239.2K0.0%ETFMediumVancouver, WA2026-10-14
Journey Advisory Group, LLC
11,800$236.7K0.0%CoreMediumCovington, KY2026-11-04
Welch & Forbes LLC
11,767$236.0K0.0%CoreVery LowBoston, MA2026-11-04
Choreo, LLC
11,682$234.3K0.0%IndexLowRockford, IL2026-10-28
Koshinski Asset Management, Inc.
11,429$229.3K0.0%ETFLowDecatur, IL2026-10-29
Ballast Rock Private Wealth LLC
10,903$218.7K0.1%ETFMediumCharleston, SC2026-10-26
Diversify Wealth Management, LLC
10,833$218.4K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
10,833$218.4K0.0%GrowthLowSandy, UT2026-10-20
First Premier Bank
9,709$1950.0%CoreVery LowSioux Falls, SD2026-10-13
Trust Co
8,211$164.7K0.0%ETFVery LowManhattan, KS2026-10-09
Acropolis Investment Management, LLC
6,890$138.2K0.0%ETFLowSt. Louis, MO2026-10-08
Physician Wealth Advisors, Inc.
5,562$111.6K0.0%ETFMediumMidvale, UT2026-10-20
Signaturefd, LLC
5,131$102.9K0.0%IndexLowAtlanta, GA2026-10-23
Pittenger & Anderson Inc
5,000$100.3K0.0%CoreLowLincoln, NE2026-11-02
Pioneer Family Office, LLC
4,741$95.1K0.0%ETFMediumNorth Miami Beach, FL2026-10-30
High Note Wealth, LLC
4,081$81.9K0.0%ETFVery LowDeephaven, MN2026-10-27
Wilmington Savings Fund Society, FSB
3,750$75.2K0.0%CoreLowWilmington, DE2026-10-23
Rossby Financial, LCC
3,091$62.0K0.0%ETFMediumMelbourne, FL2026-11-05
Ascentis Independent Advisors
3,000$60.2K0.0%ETFLowDallas, TX2026-11-03
Birch Financial Group, LLC
2,765$55.5K0.0%CoreLowKeene, NH2026-10-27
Trust Co of Vermont
2,435$48.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
Larson Financial Group LLC
2,046$41.0K0.0%GrowthLowSt Louis, MO2026-11-05
Eastern Bank
1,950$39.1K0.0%GrowthMediumBoston, MA2026-10-05
United Community Bank
1,835$36.8K0.0%CoreLowGreenville, SC2026-10-28
Ashton Thomas Private Wealth, LLC
1,376$27.6K0.0%CoreMediumScottsdale, AZ2026-11-03
Private Trust Co NA
1,290$25.9K0.0%CoreLowCleveland, OH2026-10-20
Phillips Financial Management, LLC
1,274$25.6K0.0%ETFVery LowFort Wayne, IN2026-10-19
Blue Trust, Inc.
1,154$23.1K0.0%ETFLowBrentwood, TN2026-10-15
Key FInancial Inc
680$13.6K0.0%ETFLowWest Chester, PA2026-11-02
Y.D. More Investments Ltd
370$7.4K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Root Financial Partners, LLC
77$1.5K0.0%ETFMediumEncinitas, CA2026-10-21
Golden State Wealth Management, LLC
55$1.1K0.0%ETFMediumSanta Ana, CA2026-11-02
Key Capital Management, Inc
52$1.0K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
MB, Levis & Associates, LLC
18$3610.0%ETFVery LowCenter Valley, PA2026-10-16