IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares ESG Advance Msci USA (USXF)

CUSIP: 46436E767 | NYSE | 498 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

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

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock Portfolio Management LLC2,113,6479.9%New 5%+ stakeSep 30, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC2,113,647
9.9% of class · Sep 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

MacKenzie Financial Corp342,863
0.0% of portfolio›$23.3M
Park Avenue Securities LLC279,330
0.0% of portfolio›$19.0K
Apella Capital, LLC216,100
0.2% of portfolio›$15.0M
Regatta Capital Group, LLC134,745
1.2% of portfolio›$9.2M
Sofi Wealth, LLC99,932
0.3% of portfolio›$6.8M
Highland Financial Advisors, LLC90,553
1.3% of portfolio›$6.2M
Tompkins Financial Corp89,203
0.4% of portfolio›$6.1M
Thrivent Financial for Lutherans80,103
0.0% of portfolio›$5.5M
Zenith Solutions, Inc.80,021
4.8% of portfolio›$5.4M
Mirae Asset Global Investments Co., Ltd.77,300
0.0% of portfolio›$5.3M
Accredited Investors Inc.71,981
0.2% of portfolio›$4.9M
Atwater Malick LLC68,225
1.0% of portfolio›$4.6M
Assetmark, Inc65,511
0.0% of portfolio›$4.5M
Walkner Condon Financial Advisors LLC62,790
0.5% of portfolio›$4.3M
Cambridge Investment Research Advisors, Inc.62,404
0.0% of portfolio›$4.2K
Commonwealth Equity Services, LLC60,259
0.0% of portfolio›$4.1M
GenWealth Group, Inc.57,444
0.6% of portfolio›$3.9M
Kestra Advisory Services, LLC48,846
0.0% of portfolio›$3.3M
Invera Wealth Advisors, LLC48,405
1.7% of portfolio›$3.3M
CGC Financial Services, LLC47,168
0.7% of portfolio›$3.2M
Archer Investment Management, LLC47,103
1.0% of portfolio›$3.2M
Vise Technologies, Inc.45,038
0.0% of portfolio›$3.1M
Equita Financial Network, Inc.40,979
0.8% of portfolio›$2.8M
Bank of New York Mellon Corp39,248
0.0% of portfolio›$2.7M
Sharkey, Howes & Javer36,440
0.3% of portfolio›$2.5M
Perigon Wealth Management, LLC35,930
0.0% of portfolio›$2.4M
Skyline Advisors, Inc.34,323
0.7% of portfolio›$2.3M
Horst & Graben Wealth Management LLC34,280
0.3% of portfolio›$2.3M
Values Added Financial LLC33,951
0.8% of portfolio›$2.3M
Creative Planning32,466
0.0% of portfolio›$2.2M
TD Waterhouse Canada Inc.28,405
0.0% of portfolio›$1.9M
SigFig Wealth Management, LLC27,978
0.0% of portfolio›$1.9M
Wealth Enhancement Advisory Services, LLC26,339
0.0% of portfolio›$1.8M
GC Wealth Management RIA, LLC26,292
0.1% of portfolio›$1.8M
Summit Wealth Group LLC / Co25,953
0.1% of portfolio›$1.8M
Magnus Financial Group LLC24,721
0.1% of portfolio›$1.7M
Farther Finance Advisors, LLC22,193
0.0% of portfolio›$1.5M
National Wealth Management Group, LLC21,007
0.4% of portfolio›$1.4M
Capital Investment Advisors, LLC20,724
0.0% of portfolio›$1.4M
RKL Wealth Management LLC19,798
0.1% of portfolio›$1.3M
Shotwell Rutter Baer Inc19,705
0.7% of portfolio›$1.3M
Aufman Associates Inc18,252
0.5% of portfolio›$1.2M
Carnegie Investment Counsel17,055
0.0% of portfolio›$1.2M
MGO One Seven LLC16,411
0.0% of portfolio›$1.1M
International Assets Investment Management, LLC16,301
0.1% of portfolio›$1.1M
Stewardship Advisors, LLC15,329
0.2% of portfolio›$1.0M
Diversify Wealth Management, LLC15,133
0.0% of portfolio›$1.0M
Diversify Advisory Services, LLC15,133
0.0% of portfolio›$1.0M
Kestra Private Wealth Services, LLC15,060
0.0% of portfolio›$1.0M
Central Pacific Bank - Trust Division14,211
0.1% of portfolio›$967.2K
RFG Advisory, LLC14,169
0.0% of portfolio›$964.4K
GGM Financial LLC13,660
0.3% of portfolio›$929.7K
Sagespring Wealth Partners, LLC13,652
0.0% of portfolio›$929.1K
Concurrent Investment Advisors, LLC12,865
0.0% of portfolio›$875.6K
Asempa Wealth Advisors11,548
0.6% of portfolio›$791.7K
OpenArc Corporate Advisory, LLC11,426
0.0% of portfolio›$777.7K
eCIO, Inc.11,201
0.3% of portfolio›$779.8K
Atria Investments, Inc10,865
0.0% of portfolio›$739.5K
Navigation Group, LLC10,274
0.1% of portfolio›$699.2K
CoreCap Advisors, LLC9,921
0.0% of portfolio›$675.2K
Penobscot Wealth Management9,702
0.2% of portfolio›$660.3K
Lifelong Wealth Advisors, Inc.8,975
0.1% of portfolio›$610.8K
West Wealth Group, LLC8,677
0.1% of portfolio›$590.6K
RCS Financial Planning, LLC8,622
0.3% of portfolio›$586.8K
EverSource Wealth Advisors, LLC8,511
0.0% of portfolio›$579.3K
Hoxton Planning & Management, LLC7,743
0.1% of portfolio›$527.0K
Ashton Thomas Private Wealth, LLC7,729
0.0% of portfolio›$526.1K
Crew Capital Management, Ltd7,636
0.3% of portfolio›$519.7K
Brookstone Capital Management7,612
0.0% of portfolio›$518.1K
Cora Capital Advisors LLC7,383
0.1% of portfolio›$502.5K
Endeavor Private Wealth, Inc.7,172
0.1% of portfolio›$488.1K
Cornerstone Planning Group LLC7,063
0.1% of portfolio›$487.8K
Attessa Capital LLC7,046
0.2% of portfolio›$479.6K
One Wealth Capital Management, LLC6,706
0.2% of portfolio›$456.4K
Beacon Financial Group6,554
0.0% of portfolio›$446.1K
Kestra Investment Management, LLC6,550
0.0% of portfolio›$445.8K
US Bancorp \de\6,422
0.0% of portfolio›$437.1K
MLG Wealth Management DBA Pine Grove Financial Group6,334
0.0% of portfolio›$431.1K
MBE Wealth Management, LLC6,262
0.2% of portfolio›$426.2K
Maia Wealth LLC6,223
0.1% of portfolio›$423.6K
AGF Management LTD6,200
0.0% of portfolio›$422.0K
Tempus Wealth Planning, LLC5,846
0.1% of portfolio›$397.9K
Curtis Advisory Group, LLC5,715
0.1% of portfolio›$389.0K
Milestone Investment Advisors LLC5,539
0.1% of portfolio›$377.0K
Focus Financial Network, Inc.5,462
0.0% of portfolio›$371.8K
Elmwood Wealth Management, Inc.5,322
0.1% of portfolio›$362.2K
Ascent Group, LLC5,299
0.0% of portfolio›$360.6K
Signature Estate & Investment Advisors LLC5,247
0.0% of portfolio›$357.1K
Physician Wealth Advisors, Inc.5,228
0.0% of portfolio›$355.8K
Bestgate Wealth Advisors, LLC5,159
0.2% of portfolio›$351.1K
Parallel Advisors, LLC5,122
0.0% of portfolio›$348.6K
Guardian Financial Partners, LLC5,033
0.1% of portfolio›$342.5K
Oregon Pacific Wealth Management, LLC5,000
0.3% of portfolio›$340.3K
Traveka Wealth, LLC4,860
0.1% of portfolio›$330.8K
Trilogy Capital Inc.4,741
0.0% of portfolio›$322.7K
WBH Advisory Inc4,678
0.0% of portfolio›$318.4K
Strategic Blueprint, LLC4,643
0.0% of portfolio›$316.0K
Cypress Wealth Services, LLC4,540
0.0% of portfolio›$316.1K
Northern Capital Management, Inc.4,455
0.1% of portfolio›$303.2K
Seven Mile Advisory4,451
0.2% of portfolio›$302.9K
Goldstein Advisors, LLC4,427
0.0% of portfolio›$301.3K
Bison Wealth, LLC4,403
0.0% of portfolio›$301.1K
Capital Asset Advisory Services LLC4,282
0.0% of portfolio›$281.8K
SBE LLC DBA Cedar Cove Wealth Partners4,214
0.1% of portfolio›$286.8K
JB Capital LLC4,197
0.0% of portfolio›$285.6K
Gen-Wealth Partners Inc4,104
0.1% of portfolio›$279.3K
Spectrum Planning & Advisory Services Inc.4,070
0.1% of portfolio›$277.0K
Absolute Capital Management, LLC4,008
0.1% of portfolio›$272.8K
Rossby Financial, LCC3,933
0.0% of portfolio›$267.7K
Schmidt P J Investment Management Inc3,792
0.0% of portfolio›$258.1K
Apollon Wealth Management, LLC3,642
0.0% of portfolio›$247.9K
Braun-Bostich & Associates Inc.3,641
0.1% of portfolio›$247.8K
Chicago Partners Investment Group LLC3,575
0.0% of portfolio›$234.6K
SAX Wealth Advisors, LLC3,560
0.0% of portfolio›$242.3K
Northland Securities, Inc.3,555
0.1% of portfolio›$242.0K
Wealth Group Ltd3,545
0.0% of portfolio›$244.9K
Sovran Advisors, LLC3,432
0.0% of portfolio›$231.5K
Aire Advisors, LLC3,341
0.0% of portfolio›$227.4K
Acropolis Investment Management, LLC3,300
0.0% of portfolio›$224.6K
Busey Bank3,247
0.0% of portfolio›$221.0K
Insight Wealth Strategies, LLC3,118
0.0% of portfolio›$212.2K
Sterling Investment Counsel, LLC3,097
0.0% of portfolio›$210.8K
Bright Futures Wealth Management, Llc.3,072
0.1% of portfolio›$209.1K
Soltis Investment Advisors LLC3,065
0.0% of portfolio›$208.6K
W.H. Cornerstone Investments Inc.3,040
0.1% of portfolio›$206.9K
Meridian Wealth Management, LLC3,014
0.0% of portfolio›$205.1K
PW Nova Financial Services LLC3,005
0.0% of portfolio›$204.5K
Wagner Wealth Management, LLC1,928
0.0% of portfolio›$131.2K
JFS Wealth Advisors, LLC1,745
0.0% of portfolio›$118.8K
Hanson & Doremus Investment Management1,615
0.0% of portfolio›$110
Fifth Third Bancorp1,548
0.0% of portfolio›$105.4K
Archer Investment Corp1,458
0.0% of portfolio›$99.2K
Rossmore Private Capital1,403
0.0% of portfolio›$95.5K
Investors Research Corp1,163
0.0% of portfolio›$79.2K
Evolution Wealth Management Inc.1,018
0.0% of portfolio›$69.3K
Lynch Investment Planning, LLC927
0.0% of portfolio›$63.1K
Triumph Capital Management803
0.0% of portfolio›$54.7K
Lanark Financial, Inc.780
0.0% of portfolio›$53.1K
Birchbrook, Inc.657
0.0% of portfolio›$44.7K
Atlantic Edge Private Wealth Management, LLC645
0.0% of portfolio›$43.9K
Golden State Wealth Management, LLC469
0.0% of portfolio›$31.9K
Birch Financial Group, LLC467
0.0% of portfolio›$31.8K
First Bancorp, Inc388
0.0% of portfolio›$26.4K
Decker Retirement Planning Inc.323
0.0% of portfolio›$22.0K
Buck Wealth Strategies, LLC317
0.0% of portfolio›$21.6K
Creative Financial Designs Inc282
0.0% of portfolio›$19.2K
Kennebec Savings Bank260
0.0% of portfolio›$17.7K
Mather Group, Llc.224
0.0% of portfolio›$15.2K
Morton Brown Family Wealth, LLC216
0.0% of portfolio›$14.7K
West Branch Capital LLC201
0.0% of portfolio›$13.7K
Wolff Wiese Magana LLC160
0.0% of portfolio›$10.9K
IFP Advisors, Inc152
0.0% of portfolio›$10.3K
Balance Wealth Partners LLC130
0.0% of portfolio›$8.9K
Nfsg Corp130
0.0% of portfolio›$8.8K
Silver Grove Financial Group, Inc.127
0.0% of portfolio›$8.6K
Latitude Advisors, LLC110
0.0% of portfolio›$7.5K
Abound Wealth Management50
0.0% of portfolio›$3.4K
Portfolio Resources Advisor Group, Inc.48
0.0% of portfolio›$3.3K
Key Capital Management, Inc30
0.0% of portfolio›$2.0K
Citigroup Inc1
0.0% of portfolio›$68
StyleTurnoverLocationFiled
MacKenzie Financial Corp
342,863$23.3M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Park Avenue Securities LLC
279,330$19.0K0.0%ETFMediumNew York, NY2026-10-26
Apella Capital, LLC
216,100$15.0M0.2%ETFVery LowWest Hartford, CT2026-10-08
Regatta Capital Group, LLC
134,745$9.2M1.2%ETFLowEl Segundo, CA2026-10-23
Sofi Wealth, LLC
99,932$6.8M0.3%ETFVery LowSan Francisco, CA2026-10-27
Highland Financial Advisors, LLC
90,553$6.2M1.3%ETFVery LowWayne, NJ2026-10-19
Tompkins Financial Corp
89,203$6.1M0.4%CoreLowIthaca, NY2026-10-05
Thrivent Financial for Lutherans
80,103$5.5M0.0%GARPMediumMinneapolis, MN2026-11-05
Zenith Solutions, Inc.
80,021$5.4M4.8%ETFN/APhiladelphia, PA2026-10-19
Mirae Asset Global Investments Co., Ltd.
77,300$5.3M0.0%GrowthLowSeoul, Malaysia2026-11-03
Accredited Investors Inc.
71,981$4.9M0.2%ETFLowEdina, MN2026-11-03
Atwater Malick LLC
68,225$4.6M1.0%CoreLowLancaster, PA2026-10-15
Assetmark, Inc
65,511$4.5M0.0%ETFLowConcord, CA2026-10-21
Walkner Condon Financial Advisors LLC
62,790$4.3M0.5%ETFLowVerona, WI2026-11-02
Cambridge Investment Research Advisors, Inc.
62,404$4.2K0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
60,259$4.1M0.0%ETFLowWaltham, MA2026-11-02
GenWealth Group, Inc.
57,444$3.9M0.6%ETFMediumMaplewood, NJ2026-10-16
Kestra Advisory Services, LLC
48,846$3.3M0.0%CoreLowAustin, TX2026-11-02
Invera Wealth Advisors, LLC
48,405$3.3M1.7%GrowthMediumBend, OR2026-10-28
CGC Financial Services, LLC
47,168$3.2M0.7%ETFLowLake Oswego, OR2026-10-13
Archer Investment Management, LLC
47,103$3.2M1.0%ETFHighAustin, TX2026-10-13
Vise Technologies, Inc.
45,038$3.1M0.0%IndexLowNew York, NY2026-10-29
Equita Financial Network, Inc.
40,979$2.8M0.8%ETFLowFort Washington, PA2026-10-19
Bank of New York Mellon Corp
39,248$2.7M0.0%CoreLowNew York, NY2026-11-05
Sharkey, Howes & Javer
36,440$2.5M0.3%ETFMediumDenver, CO2026-10-22
Perigon Wealth Management, LLC
35,930$2.4M0.0%GrowthLowSan Francisco, CA2026-10-22
Skyline Advisors, Inc.
34,323$2.3M0.7%ETFMediumBellingham, WA2026-11-03
Horst & Graben Wealth Management LLC
34,280$2.3M0.3%ETFMediumPortland, OR2026-11-02
Values Added Financial LLC
33,951$2.3M0.8%ETFLowWashington, DC2026-10-28
Creative Planning
32,466$2.2M0.0%IndexVery LowOverland Park, KS2026-11-02
TD Waterhouse Canada Inc.
28,405$1.9M0.0%CoreLowToronto, Australia2026-10-16
SigFig Wealth Management, LLC
27,978$1.9M0.0%ETFLowSan Francisco, CA2026-10-07
Wealth Enhancement Advisory Services, LLC
26,339$1.8M0.0%CoreLowPlymouth, MN2026-10-13
GC Wealth Management RIA, LLC
26,292$1.8M0.1%GrowthMediumCambridge, MA2026-11-02
Summit Wealth Group LLC / Co
25,953$1.8M0.1%ETFHighColorado Springs, CO2026-10-29
Magnus Financial Group LLC
24,721$1.7M0.1%ETFLowNew York, NY2026-10-21
Farther Finance Advisors, LLC
22,193$1.5M0.0%IndexLowSan Francisco, CA2026-10-08
National Wealth Management Group, LLC
21,007$1.4M0.4%ETFMediumCincinnati, OH2026-10-26
Capital Investment Advisors, LLC
20,724$1.4M0.0%CoreLowAtlanta, GA2026-10-22
RKL Wealth Management LLC
19,798$1.3M0.1%ETFVery LowLancaster, PA2026-10-16
Shotwell Rutter Baer Inc
19,705$1.3M0.7%ETFVery LowLansing, MI2026-10-14
Aufman Associates Inc
18,252$1.2M0.5%ETFVery LowSewickley, PA2026-11-04
Carnegie Investment Counsel
17,055$1.2M0.0%CoreLowPepper Pike, OH2026-10-20
MGO One Seven LLC
16,411$1.1M0.0%GrowthLowBeachwood, OH2026-10-28
International Assets Investment Management, LLC
16,301$1.1M0.1%CoreVery HighOrlando, FL2026-11-02
Stewardship Advisors, LLC
15,329$1.0M0.2%ETFMediumMount Joy, PA2026-10-20
Diversify Wealth Management, LLC
15,133$1.0M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
15,133$1.0M0.0%GrowthLowSandy, UT2026-10-20
Kestra Private Wealth Services, LLC
15,060$1.0M0.0%GrowthLowAustin, TX2026-10-30
Central Pacific Bank - Trust Division
14,211$967.2K0.1%CoreMediumHonolulu, HI2026-10-06
RFG Advisory, LLC
14,169$964.4K0.0%ETFMediumBirmingham, AL2026-11-03
GGM Financial LLC
13,660$929.7K0.3%ETFMediumColumbus, OH2026-11-05
Sagespring Wealth Partners, LLC
13,652$929.1K0.0%ETFLowFranklin, TN2026-10-22
Concurrent Investment Advisors, LLC
12,865$875.6K0.0%GrowthMediumTampa, FL2026-10-16
Asempa Wealth Advisors
11,548$791.7K0.6%ETFLowBaton Rouge, LA2026-10-07
OpenArc Corporate Advisory, LLC
11,426$777.7K0.0%GrowthLowAtlanta, GA2026-10-21
eCIO, Inc.
11,201$779.8K0.3%ETFMediumMadison, WI2026-11-02
Atria Investments, Inc
10,865$739.5K0.0%CoreMediumCharlotte, NC2026-10-15
Navigation Group, LLC
10,274$699.2K0.1%ETFVery LowRedwood City, CA2026-10-28
CoreCap Advisors, LLC
9,921$675.2K0.0%ETFMediumSouthfield, MI2026-10-08
Penobscot Wealth Management
9,702$660.3K0.2%ETFVery LowPortland, ME2026-10-21
Lifelong Wealth Advisors, Inc.
8,975$610.8K0.1%ETFLowArden Hills, MN2026-10-19
West Wealth Group, LLC
8,677$590.6K0.1%ETFMediumIrvine, CA2026-10-14
RCS Financial Planning, LLC
8,622$586.8K0.3%ETFMediumAnnapolis, MD2026-10-14
EverSource Wealth Advisors, LLC
8,511$579.3K0.0%CoreMediumBirmingham, AL2026-11-04
Hoxton Planning & Management, LLC
7,743$527.0K0.1%ETFLowShepherdstown, WV2026-10-15
Ashton Thomas Private Wealth, LLC
7,729$526.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Crew Capital Management, Ltd
7,636$519.7K0.3%GrowthMediumCincinnati, OH2026-10-28
Brookstone Capital Management
7,612$518.1K0.0%ETFMediumWheaton, IL2026-10-22
Cora Capital Advisors LLC
7,383$502.5K0.1%ETFLowMarlton, NJ2026-11-02
Endeavor Private Wealth, Inc.
7,172$488.1K0.1%ETFMediumTopeka, KS2026-11-05
Cornerstone Planning Group LLC
7,063$487.8K0.1%ETFMediumFairfield, NJ2026-10-16
Attessa Capital LLC
7,046$479.6K0.2%ETFVery LowTucson, AZ2026-10-09
One Wealth Capital Management, LLC
6,706$456.4K0.2%GrowthMediumScottsdale, AZ2026-10-23
Beacon Financial Group
6,554$446.1K0.0%ETFMediumDallas, TX2026-10-19
Kestra Investment Management, LLC
6,550$445.8K0.0%ETFMediumAustin, TX2026-11-04
US Bancorp \de\
6,422$437.1K0.0%IndexLowMinneapolis, MN2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
6,334$431.1K0.0%ETFMediumWoodbury, MN2026-10-13
MBE Wealth Management, LLC
6,262$426.2K0.2%ETFVery LowTomah, WI2026-10-26
Maia Wealth LLC
6,223$423.6K0.1%ETFMediumDenver, CO2026-10-19
AGF Management LTD
6,200$422.0K0.0%GrowthHighToronto, Australia2026-11-03
Tempus Wealth Planning, LLC
5,846$397.9K0.1%ETFMediumIrvine, CA2026-10-14
Curtis Advisory Group, LLC
5,715$389.0K0.1%ETFLowSanta Barbara, CA2026-10-28
Milestone Investment Advisors LLC
5,539$377.0K0.1%ETFVery LowMiddleton, WI2026-11-05
Focus Financial Network, Inc.
5,462$371.8K0.0%ETFLowMinneapolis, MN2026-10-14
Elmwood Wealth Management, Inc.
5,322$362.2K0.1%ETFLowBerkeley, CA2026-10-14
Ascent Group, LLC
5,299$360.6K0.0%CoreLowVirginia Beach, VA2026-10-30
Signature Estate & Investment Advisors LLC
5,247$357.1K0.0%ETFMediumLos Angeles, CA2026-10-13
Physician Wealth Advisors, Inc.
5,228$355.8K0.0%ETFMediumMidvale, UT2026-10-20
Bestgate Wealth Advisors, LLC
5,159$351.1K0.2%ETFLowFrederick, MD2026-10-13
Parallel Advisors, LLC
5,122$348.6K0.0%IndexLowSan Francisco, CA2026-11-03
Guardian Financial Partners, LLC
5,033$342.5K0.1%ETFLowOrange, CA2026-11-04
Oregon Pacific Wealth Management, LLC
5,000$340.3K0.3%ETFMediumMedford, OR2026-10-20
Traveka Wealth, LLC
4,860$330.8K0.1%ETFLowLos Altos, CA2026-10-19
Trilogy Capital Inc.
4,741$322.7K0.0%ETFMediumIrvine, CA2026-10-20
WBH Advisory Inc
4,678$318.4K0.0%ETFLowBaltimore, MD2026-11-05
Strategic Blueprint, LLC
4,643$316.0K0.0%ETFLowAtlanta, GA2026-10-22
Cypress Wealth Services, LLC
4,540$316.1K0.0%ETFLowPalm Desert, CA2026-10-21
Northern Capital Management, Inc.
4,455$303.2K0.1%ETFVery LowSpokane, WA2026-11-05
Seven Mile Advisory
4,451$302.9K0.2%GrowthLowTallahassee, FL2026-10-22
Goldstein Advisors, LLC
4,427$301.3K0.0%ETFMediumMadison, WI2026-10-15
Bison Wealth, LLC
4,403$301.1K0.0%GrowthMediumAtlanta, GA2026-10-13
Capital Asset Advisory Services LLC
4,282$281.8K0.0%ETFLowWilliamston, MI2026-10-30
SBE LLC DBA Cedar Cove Wealth Partners
4,214$286.8K0.1%ETFMediumBloomington, MN2026-10-15
JB Capital LLC
4,197$285.6K0.0%ETFMediumWethersfield, CT2026-10-19
Gen-Wealth Partners Inc
4,104$279.3K0.1%CoreLowZeeland, MI2026-11-04
Spectrum Planning & Advisory Services Inc.
4,070$277.0K0.1%ETFMediumSan Diego, CA2026-11-05
Absolute Capital Management, LLC
4,008$272.8K0.1%ETFMediumPittsburgh, PA2026-10-16
Rossby Financial, LCC
3,933$267.7K0.0%ETFMediumMelbourne, FL2026-11-05
Schmidt P J Investment Management Inc
3,792$258.1K0.0%GrowthVery LowCedarburg, WI2026-11-02
Apollon Wealth Management, LLC
3,642$247.9K0.0%GrowthLowMount Pleasant, SC2026-10-23
Braun-Bostich & Associates Inc.
3,641$247.8K0.1%ETFMediumCanonsburg, PA2026-10-20
Chicago Partners Investment Group LLC
3,575$234.6K0.0%GARPLowChicago, IL2026-10-27
SAX Wealth Advisors, LLC
3,560$242.3K0.0%ETFVery LowParsippany, NJ2026-10-13
Northland Securities, Inc.
3,555$242.0K0.1%ETFLowMinneapolis, MN2026-11-02
Wealth Group Ltd
3,545$244.9K0.0%ETFLowEden Prairie, MN2026-10-07
Sovran Advisors, LLC
3,432$231.5K0.0%ETFMediumSan Diego, CA2026-11-02
Aire Advisors, LLC
3,341$227.4K0.0%ETFVery LowBeverly Hills, CA2026-10-22
Acropolis Investment Management, LLC
3,300$224.6K0.0%ETFLowSt. Louis, MO2026-10-08
Busey Bank
3,247$221.0K0.0%GrowthVery LowUrbana, IL2026-10-26
Insight Wealth Strategies, LLC
3,118$212.2K0.0%ETFHighSan Ramon, CA2026-10-09
Sterling Investment Counsel, LLC
3,097$210.8K0.0%GrowthLowBuffalo, NY2026-10-19
Bright Futures Wealth Management, Llc.
3,072$209.1K0.1%CoreHighWebster, Ny 14580, NY2026-10-23
Soltis Investment Advisors LLC
3,065$208.6K0.0%CoreMediumSt. George, UT2026-10-28
W.H. Cornerstone Investments Inc.
3,040$206.9K0.1%CoreLowKingston, MA2026-11-03
Meridian Wealth Management, LLC
3,014$205.1K0.0%GrowthLowLexington, KY2026-11-05
PW Nova Financial Services LLC
3,005$204.5K0.0%ETFLowNewtown, PA2026-10-15
Wagner Wealth Management, LLC
1,928$131.2K0.0%ETFLowGreenville, SC2026-10-21
JFS Wealth Advisors, LLC
1,745$118.8K0.0%ETFVery LowHermitage, PA2026-11-03
Hanson & Doremus Investment Management
1,615$1100.0%CoreVery LowBurlington, VT2026-10-16
Fifth Third Bancorp
1,548$105.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Archer Investment Corp
1,458$99.2K0.0%CoreMediumCarmel, IN2026-11-05
Rossmore Private Capital
1,403$95.5K0.0%CoreLowGlastonbury, CT2026-10-27
Investors Research Corp
1,163$79.2K0.0%ETFLowAtlanta, GA2026-10-07
Evolution Wealth Management Inc.
1,018$69.3K0.0%ETFMediumFort Myers, FL2026-10-28
Lynch Investment Planning, LLC
927$63.1K0.0%ETFLowNewtown Square, PA2026-10-27
Triumph Capital Management
803$54.7K0.0%ETFMediumDenver, CO2026-10-14
Lanark Financial, Inc.
780$53.1K0.0%CoreMediumBirmingham, AL2026-10-26
Birchbrook, Inc.
657$44.7K0.0%ETFLowBangor, ME2026-10-14
Atlantic Edge Private Wealth Management, LLC
645$43.9K0.0%CoreLowJacksonville, FL2026-10-20
Golden State Wealth Management, LLC
469$31.9K0.0%ETFMediumSanta Ana, CA2026-11-02
Birch Financial Group, LLC
467$31.8K0.0%CoreLowKeene, NH2026-10-27
First Bancorp, Inc
388$26.4K0.0%ValueVery LowDamariscotta, ME2026-10-26
Decker Retirement Planning Inc.
323$22.0K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Buck Wealth Strategies, LLC
317$21.6K0.0%ValueMediumDenver, CO2026-10-28
Creative Financial Designs Inc
282$19.2K0.0%ETFMediumKokomo, IN2026-11-04
Kennebec Savings Bank
260$17.7K0.0%CoreLowAugusta, ME2026-10-22
Mather Group, Llc.
224$15.2K0.0%ETFMediumChicago, IL2026-10-14
Morton Brown Family Wealth, LLC
216$14.7K0.0%ETFVery LowAllentown, PA2026-10-23
West Branch Capital LLC
201$13.7K0.0%GrowthVery LowAmherst, MA2026-10-20
Wolff Wiese Magana LLC
160$10.9K0.0%GrowthLowCarslbad, CA2026-10-15
IFP Advisors, Inc
152$10.3K0.0%GrowthLowTampa, FL2026-10-16
Balance Wealth Partners LLC
130$8.9K0.0%ETFMediumWorthington, OH2026-10-27
Nfsg Corp
130$8.8K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Silver Grove Financial Group, Inc.
127$8.6K0.0%CoreMediumOrchard Park, NY2026-11-05
Latitude Advisors, LLC
110$7.5K0.0%ETFLowYorkville, IL2026-10-27
Abound Wealth Management
50$3.4K0.0%ETFVery LowFranklin, TN2026-10-26
Portfolio Resources Advisor Group, Inc.
48$3.3K0.0%ETFMediumCoral Gables, FL2026-10-20
Key Capital Management, Inc
30$2.0K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Citigroup Inc
1$680.0%CoreMediumNew York, NY2026-11-04