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Ishares Gold Trust Micro (IAUM)

CUSIP: 46436F103 | NYSE | 409 institutional holders

Quarters

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

Sumitomo Mitsui Trust Group, Inc.30,134,927
0.7% of portfolio›$1.2B
Alaska Permanent Fund Corp4,237,300
13.8% of portfolio›$175.5M
Asset Management One Co., Ltd.3,976,449
0.4% of portfolio›$164.7M
School Employees Retirement Board of Ohio3,965,691
48.4% of portfolio›$164.3M
AlphaCore Capital LLC1,223,796
0.8% of portfolio›$50.7M
Mirae Asset Global Investments Co., Ltd.662,000
0.0% of portfolio›$27.4M
Adventist Health System Sunbelt Healthcare Corp653,274
0.6% of portfolio›$27.1M
Heck Capital Advisors, LLC644,677
1.5% of portfolio›$26.7M
Blue Trust, Inc.378,377
0.2% of portfolio›$15.7M
Avestar Capital, LLC356,557
1.2% of portfolio›$14.8M
China Universal Asset Management Co., Ltd.347,200
0.8% of portfolio›$14.5M
Truist Financial Corp339,830
0.0% of portfolio›$14.1M
United Community Bank336,464
4.1% of portfolio›$13.9M
Versant Capital Management, Inc313,333
1.1% of portfolio›$13.0M
Howland Capital Management LLC295,008
0.4% of portfolio›$12.2M
Sigma Investment Counselors Inc243,975
0.5% of portfolio›$10.1M
Encompass More Asset Management224,429
1.3% of portfolio›$9.3M
MGO One Seven LLC221,705
0.2% of portfolio›$9.2M
SFM, LLC d/b/a Sweeney Financial Advisors217,285
4.5% of portfolio›$9.0M
Fifth Third Wealth Advisors LLC196,497
0.2% of portfolio›$8.1M
Raub Brock Capital Management LP194,835
2.5% of portfolio›$8.1M
RFG Advisory, LLC187,790
0.1% of portfolio›$7.8M
Spectrum Strategic Capital Management, LLC182,841
3.7% of portfolio›$7.6M
Tableaux LLC177,729
3.0% of portfolio›$7.4M
Bauman Advisory Group, LLC148,235
3.0% of portfolio›$6.1M
Maltin Wealth Management, Inc.142,977
1.9% of portfolio›$5.9M
Kestra Advisory Services, LLC114,966
0.0% of portfolio›$4.8M
Vise Technologies, Inc.94,669
0.0% of portfolio›$3.9M
Firestone Capital Management93,436
0.7% of portfolio›$3.9M
Prospera Financial Services Inc90,696
0.0% of portfolio›$3.5M
M Wealth Management, LLC77,401
2.5% of portfolio›$3.2M
Bokf, NA75,831
0.0% of portfolio›$3.1M
Turning Point Benefit Group, Inc.68,280
1.2% of portfolio›$2.8M
Owl Creek Wealth Partners LLC67,056
0.8% of portfolio›$2.8M
Shade Tree Advisors LLC64,515
1.4% of portfolio›$2.7M
Creative Planning61,964
0.0% of portfolio›$2.6M
SteelPeak Wealth, LLC59,742
0.1% of portfolio›$2.5M
Cambridge Investment Research Advisors, Inc.57,703
0.0% of portfolio›$2.4K
Tactive Advisors, LLC57,102
0.6% of portfolio›$2.4M
Cedar Point Capital Partners, LLC55,946
1.3% of portfolio›$2.3M
Chemistry Wealth Management LLC55,555
0.4% of portfolio›$2.3M
Evermay Wealth Management LLC54,025
0.2% of portfolio›$2.2M
Decker Retirement Planning Inc.48,997
0.7% of portfolio›$2.0M
Commonwealth Equity Services, LLC34,764
0.0% of portfolio›$1.4M
Cushing Capital Partners, LLC33,736
0.9% of portfolio›$1.4M
Hunter Associates Investment Management LLC33,534
0.0% of portfolio›$1.4K
Rooted Wealth Advisors, Inc.33,305
0.3% of portfolio›$1.3M
FIG Financial Advisory Services Inc32,902
0.8% of portfolio›$1.4M
Farther Finance Advisors, LLC32,448
0.0% of portfolio›$1.3M
BIP Wealth, LLC31,072
0.0% of portfolio›$1.3M
Retirement Financial Solutions, LLC30,435
0.3% of portfolio›$1.3M
Columbus Macro, LLC29,895
0.1% of portfolio›$1.2M
Kachkovsky & Fisher, Inc.28,968
1.1% of portfolio›$1.2M
Ardent Capital Management, Inc.28,500
0.5% of portfolio›$1.2M
Weil Company, Inc.28,307
0.2% of portfolio›$1.2M
Optivise Advisory Services LLC27,596
0.6% of portfolio›$1.1M
Wealth Enhancement Advisory Services, LLC26,329
0.0% of portfolio›$1.1M
Wedmont Private Capital25,522
0.0% of portfolio›$1.1M
EverSource Wealth Advisors, LLC21,385
0.0% of portfolio›$885.8K
Rede Wealth, LLC20,173
0.3% of portfolio›$835.6K
Interchange Capital Partners, LLC19,798
0.1% of portfolio›$820.0K
Townsend Financial Planning, LLC17,354
0.6% of portfolio›$718.8K
KFG Wealth Management, LLC17,104
0.1% of portfolio›$708.4K
New England Private Wealth Advisors LLC16,772
0.1% of portfolio›$694.7K
Signal Advisors Wealth, LLC15,868
0.0% of portfolio›$657.3K
NavPoint Financial, Inc.15,218
0.2% of portfolio›$630.3K
Valen Private Capital, LLC15,192
0.2% of portfolio›$629.3K
Fifth Third Securities, Inc.15,110
0.0% of portfolio›$625.9K
Atticus Wealth Management, LLC15,000
0.1% of portfolio›$621.3K
Mountain Pacific Investment Advisers LLC15,000
0.1% of portfolio›$621.3K
Walled Lake Planning & Wealth Management, LLC14,412
0.1% of portfolio›$596.9K
IFP Advisors, Inc14,329
0.0% of portfolio›$593.5K
Walkner Condon Financial Advisors LLC13,389
0.1% of portfolio›$554.6K
Atria Investments, Inc12,679
0.0% of portfolio›$525.2K
Brookstone Capital Management12,610
0.0% of portfolio›$522.3K
XML Financial, LLC12,479
0.0% of portfolio›$516.9K
Stash Investments, LLC12,153
0.1% of portfolio›$503.4K
Atala Financial Inc11,086
0.3% of portfolio›$459.2K
S.A. Mason LLC11,010
0.1% of portfolio›$456.0K
Fort Washington Investment Advisors Inc10,975
0.0% of portfolio›$454.6K
Family Investment Center, Inc.10,648
0.1% of portfolio›$441.0K
Chapman Financial Group, LLC10,581
0.3% of portfolio›$438.3K
DWM Financial Group, Inc.9,451
0.3% of portfolio›$391.5K
Rinkey Investments9,380
0.1% of portfolio›$388.5K
Choreo, LLC9,018
0.0% of portfolio›$373.5K
AlphaStar Capital Management, LLC8,683
0.0% of portfolio›$359.7K
Archer Investment Management, LLC8,291
0.1% of portfolio›$343.4K
Excalibur Management Corp8,100
0.1% of portfolio›$335.5K
Private Wealth Management Group, LLC7,175
0.1% of portfolio›$297.2K
Retirement Planning Group, LLC7,124
0.0% of portfolio›$295.1K
Willow Creek Wealth Management Inc.6,870
0.0% of portfolio›$284.6K
LFG Wealth Partners, LLC6,685
0.1% of portfolio›$276.9K
Womack Financial LLC6,653
0.2% of portfolio›$275.6K
Mission Wealth Management, LP6,640
0.0% of portfolio›$275.0K
SJS Investment Consulting Inc.6,236
0.0% of portfolio›$258.3K
Sagespring Wealth Partners, LLC6,209
0.0% of portfolio›$257.2K
Epiq Partners, LLC6,161
0.1% of portfolio›$255.2K
Cap Partners, LLC6,053
0.1% of portfolio›$250.7K
D'Orazio & Associates, Inc.5,983
0.0% of portfolio›$247.8K
Cullen T Bankers, Inc.5,965
0.0% of portfolio›$247.1K
Daiwa Securities Group Inc.5,847
0.0% of portfolio›$242.2K
HUB Investment Partners, LLC5,788
0.0% of portfolio›$239.7K
Bedminster, LLC5,636
0.2% of portfolio›$233.4K
Kingsbury Capital Investment Advisors LLC5,465
0.2% of portfolio›$226.4K
Apella Capital, LLC5,241
0.0% of portfolio›$214.1K
Discipline Wealth Solutions, LLC5,168
0.0% of portfolio›$214.1K
ZWJ Investment Counsel Inc5,110
0.0% of portfolio›$211.7K
Concurrent Investment Advisors, LLC5,106
0.0% of portfolio›$211.5K
Keystone Wealth Services, LLC5,054
0.0% of portfolio›$210.3K
Aspect Partners, LLC5,035
0.1% of portfolio›$208.6K
Capital Squared Financial LLC4,995
0.1% of portfolio›$206.9K
McKinley Carter Wealth Services, Inc.4,995
0.0% of portfolio›$206.9K
Gibbs Wealth Management4,934
0.0% of portfolio›$204.4K
Indivisible Partners4,852
0.0% of portfolio›$201.0K
Citigroup Inc4,844
0.0% of portfolio›$200.6K
Networth Advisors, LLC3,003
0.1% of portfolio›$124.4K
Lanark Financial, Inc.2,594
0.0% of portfolio›$107.4K
Quest 10 Wealth Builders, Inc.1,894
0.1% of portfolio›$78.4K
Avion Wealth1,860
0.1% of portfolio›$77.0K
Private Trust Co NA1,674
0.0% of portfolio›$69.3K
Kingdom Financial Group Llc.1,553
0.0% of portfolio›$64.3K
Abound Wealth Management1,482
0.0% of portfolio›$61.4K
True Wealth Design, LLC1,462
0.0% of portfolio›$60.6K
Root Financial Partners, LLC1,260
0.0% of portfolio›$52.2K
Mather Group, Llc.1,157
0.0% of portfolio›$47.9K
Tradewinds Capital Management, LLC1,036
0.0% of portfolio›$42.9K
Creative Financial Designs Inc733
0.0% of portfolio›$30.4K
Triumph Capital Management713
0.0% of portfolio›$29.5K
Compass Financial Management LLC706
0.0% of portfolio›$29.2K
Lloyd Advisory Services, Llc.699
0.0% of portfolio›$29.0K
Arvest Investments, Inc.639
0.0% of portfolio›$26.5K
Marshall & Sterling Wealth Advisors Inc.611
0.0% of portfolio›$25.3K
Reyes Financial Architecture, Inc.495
0.0% of portfolio›$20.5K
Asset Dedication, LLC444
0.0% of portfolio›$18.4K
Parallel Advisors, LLC372
0.0% of portfolio›$15.4K
GK Wealth Management LLC300
0.0% of portfolio›$12.4K
Costello Asset Management, Inc300
0.0% of portfolio›$12.4K
Signaturefd, LLC271
0.0% of portfolio›$11.2K
Wealth Analytics Partners, LLC200
0.0% of portfolio›$8.3K
Beacon Investment Advisory Services, Inc.189
0.0% of portfolio›$7.8K
Elevation Wealth Partners, LLC176
0.0% of portfolio›$7.3K
Blue Bell Private Wealth Management, LLC149
0.0% of portfolio›$6.2K
Assetmark, Inc139
0.0% of portfolio›$5.8K
Team Financial Group, LLC120
0.0% of portfolio›$5.0K
CoreCap Advisors, LLC68
0.0% of portfolio›$2.8K
Deane Retirement Strategies, Inc.51
0.0% of portfolio›$2.1K
RMG Wealth Management LLC49
0.0% of portfolio›$2.0K
Concord Wealth Partners30
0.0% of portfolio›$1.2K
First Pacific Financial3
0.0% of portfolio›$125
StyleTurnoverLocationFiled
Sumitomo Mitsui Trust Group, Inc.
30,134,927$1.2B0.7%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Alaska Permanent Fund Corp
4,237,300$175.5M13.8%ETFVery LowJuneau, AK2026-10-21
Asset Management One Co., Ltd.
3,976,449$164.7M0.4%IndexVery LowTokyo, Mexico2026-10-27
School Employees Retirement Board of Ohio
3,965,691$164.3M48.4%ETFN/AColumbus, OH2026-10-22
AlphaCore Capital LLC
1,223,796$50.7M0.8%ETFLowLa Jolla, CA2026-11-04
Mirae Asset Global Investments Co., Ltd.
662,000$27.4M0.0%GrowthLowSeoul, Malaysia2026-11-03
Adventist Health System Sunbelt Healthcare Corp
653,274$27.1M0.6%ETFLowAltamonte Springs, FL2026-11-02
Heck Capital Advisors, LLC
644,677$26.7M1.5%ETFMediumRhinelander, WI2026-10-14
Blue Trust, Inc.
378,377$15.7M0.2%ETFLowBrentwood, TN2026-10-15
Avestar Capital, LLC
356,557$14.8M1.2%GrowthLowNew York, NY2026-10-28
China Universal Asset Management Co., Ltd.
347,200$14.5M0.8%GrowthMediumShanghai, France2026-10-28
Truist Financial Corp
339,830$14.1M0.0%CoreLowCharlotte, NC2026-10-30
United Community Bank
336,464$13.9M4.1%CoreLowGreenville, SC2026-10-28
Versant Capital Management, Inc
313,333$13.0M1.1%GARPLowPhoenix, AZ2026-10-02
Howland Capital Management LLC
295,008$12.2M0.4%CoreLowBoston, MA2026-10-22
Sigma Investment Counselors Inc
243,975$10.1M0.5%ETFLowNorthville, MI2026-10-27
Encompass More Asset Management
224,429$9.3M1.3%ETFHighDanville, CA2026-10-16
MGO One Seven LLC
221,705$9.2M0.2%GrowthLowBeachwood, OH2026-10-28
SFM, LLC d/b/a Sweeney Financial Advisors
217,285$9.0M4.5%ETFLowBedford, NH2026-10-14
Fifth Third Wealth Advisors LLC
196,497$8.1M0.2%IndexVery LowCincinnati, OH2026-10-22
Raub Brock Capital Management LP
194,835$8.1M2.5%GrowthMediumLarkspur, CA2026-10-21
RFG Advisory, LLC
187,790$7.8M0.1%ETFMediumBirmingham, AL2026-11-03
Spectrum Strategic Capital Management, LLC
182,841$7.6M3.7%ETFMediumCorvallis, OR2026-10-22
Tableaux LLC
177,729$7.4M3.0%ETFLowStockbridge, MA2026-10-23
Bauman Advisory Group, LLC
148,235$6.1M3.0%ETFMediumLas Vegas, NV2026-10-29
Maltin Wealth Management, Inc.
142,977$5.9M1.9%ETFMediumRidgewood, NJ2026-10-13
Kestra Advisory Services, LLC
114,966$4.8M0.0%CoreLowAustin, TX2026-11-02
Vise Technologies, Inc.
94,669$3.9M0.0%IndexLowNew York, NY2026-10-29
Firestone Capital Management
93,436$3.9M0.7%ETFVery LowSouth Miami, FL2026-11-03
Prospera Financial Services Inc
90,696$3.5M0.0%CoreMediumDallas, TX2026-11-04
M Wealth Management, LLC
77,401$3.2M2.5%ETFVery LowSan Diego, CA2026-10-14
Bokf, NA
75,831$3.1M0.0%CoreLowTulsa, OK2026-10-27
Turning Point Benefit Group, Inc.
68,280$2.8M1.2%ETFMediumFrederick, MD2026-10-28
Owl Creek Wealth Partners LLC
67,056$2.8M0.8%IndexLowGreenwood Village, CO2026-10-20
Shade Tree Advisors LLC
64,515$2.7M1.4%ETFMediumSaratoga Springs, NY2026-10-22
Creative Planning
61,964$2.6M0.0%IndexVery LowOverland Park, KS2026-11-02
SteelPeak Wealth, LLC
59,742$2.5M0.1%GrowthHighWoodland Hills, CA2026-10-16
Cambridge Investment Research Advisors, Inc.
57,703$2.4K0.0%ETFLowFairfield, IA2026-11-02
Tactive Advisors, LLC
57,102$2.4M0.6%ETFHighJacksonville, FL2026-10-08
Cedar Point Capital Partners, LLC
55,946$2.3M1.3%ETFMediumCedar Rapids, IA2026-10-29
Chemistry Wealth Management LLC
55,555$2.3M0.4%CoreLowNew York, NY2026-10-16
Evermay Wealth Management LLC
54,025$2.2M0.2%ETFLowArlington, VA2026-11-05
Decker Retirement Planning Inc.
48,997$2.0M0.7%Agg GrowthVery HighLevi, UT2026-10-19
Commonwealth Equity Services, LLC
34,764$1.4M0.0%ETFLowWaltham, MA2026-11-02
Cushing Capital Partners, LLC
33,736$1.4M0.9%ETFLowDelafield, WI2026-10-20
Hunter Associates Investment Management LLC
33,534$1.4K0.0%CoreLowPittsburgh, PA2026-10-26
Rooted Wealth Advisors, Inc.
33,305$1.3M0.3%ETFLowBourbonnais, IL2026-11-03
FIG Financial Advisory Services Inc
32,902$1.4M0.8%CoreVery HighOklahoma City, OK2026-10-07
Farther Finance Advisors, LLC
32,448$1.3M0.0%IndexLowSan Francisco, CA2026-10-08
BIP Wealth, LLC
31,072$1.3M0.0%ETFMediumAtlanta, GA2026-10-22
Retirement Financial Solutions, LLC
30,435$1.3M0.3%ETFMediumKnoxville, TN2026-10-20
Columbus Macro, LLC
29,895$1.2M0.1%YieldMediumNew Castle, PA2026-10-14
Kachkovsky & Fisher, Inc.
28,968$1.2M1.1%ETFN/ASan Diego, CA2026-10-21
Ardent Capital Management, Inc.
28,500$1.2M0.5%CoreVery LowCincinnati, OH2026-10-16
Weil Company, Inc.
28,307$1.2M0.2%ETFLowSan Diego, CA2026-10-14
Optivise Advisory Services LLC
27,596$1.1M0.6%ETFMediumFranklin, TN2026-10-19
Wealth Enhancement Advisory Services, LLC
26,329$1.1M0.0%CoreLowPlymouth, MN2026-10-13
Wedmont Private Capital
25,522$1.1M0.0%IndexVery LowWest Chester, PA2026-10-09
EverSource Wealth Advisors, LLC
21,385$885.8K0.0%CoreMediumBirmingham, AL2026-11-04
Rede Wealth, LLC
20,173$835.6K0.3%ValueMediumCharlottesville, VA2026-10-22
Interchange Capital Partners, LLC
19,798$820.0K0.1%GrowthLowPittsburgh, PA2026-10-28
Townsend Financial Planning, LLC
17,354$718.8K0.6%ETFVery LowMt Sterling, KY2026-11-02
KFG Wealth Management, LLC
17,104$708.4K0.1%ETFMediumGranger, IN2026-10-16
New England Private Wealth Advisors LLC
16,772$694.7K0.1%ETFVery LowWellesley, MA2026-10-19
Signal Advisors Wealth, LLC
15,868$657.3K0.0%ETFLowDetroit, MI2026-10-13
NavPoint Financial, Inc.
15,218$630.3K0.2%ETFVery LowPrior Lake, MN2026-10-21
Valen Private Capital, LLC
15,192$629.3K0.2%ETFN/APaoli, PA2026-10-23
Fifth Third Securities, Inc.
15,110$625.9K0.0%ETFLowCincinnati, OH2026-10-21
Atticus Wealth Management, LLC
15,000$621.3K0.1%ETFLowPalm Beach Gardens, FL2026-10-20
Mountain Pacific Investment Advisers LLC
15,000$621.3K0.1%CoreVery LowBoise, ID2026-10-29
Walled Lake Planning & Wealth Management, LLC
14,412$596.9K0.1%ETFLowHighland Park, IL2026-10-29
IFP Advisors, Inc
14,329$593.5K0.0%GrowthLowTampa, FL2026-10-16
Walkner Condon Financial Advisors LLC
13,389$554.6K0.1%ETFLowVerona, WI2026-11-02
Atria Investments, Inc
12,679$525.2K0.0%CoreMediumCharlotte, NC2026-10-15
Brookstone Capital Management
12,610$522.3K0.0%ETFMediumWheaton, IL2026-10-22
XML Financial, LLC
12,479$516.9K0.0%ETFLowBethesda, MD2026-10-29
Stash Investments, LLC
12,153$503.4K0.1%ETFVery LowNew York, NY2026-10-26
Atala Financial Inc
11,086$459.2K0.3%CoreLowCalabasas, CA2026-10-22
S.A. Mason LLC
11,010$456.0K0.1%GrowthVery LowHolland, MI2026-10-13
Fort Washington Investment Advisors Inc
10,975$454.6K0.0%CoreLowCincinnati, OH2026-10-15
Family Investment Center, Inc.
10,648$441.0K0.1%ETFMediumSaint Joseph, MO2026-10-19
Chapman Financial Group, LLC
10,581$438.3K0.3%CoreVery LowHonolulu, HI2026-10-26
DWM Financial Group, Inc.
9,451$391.5K0.3%ETFN/APalatine, IL2026-10-28
Rinkey Investments
9,380$388.5K0.1%ETFLowSan Diego, CA2026-10-28
Choreo, LLC
9,018$373.5K0.0%IndexLowRockford, IL2026-10-28
AlphaStar Capital Management, LLC
8,683$359.7K0.0%ETFMediumCornelius, NC2026-10-16
Archer Investment Management, LLC
8,291$343.4K0.1%ETFHighAustin, TX2026-10-13
Excalibur Management Corp
8,100$335.5K0.1%CoreVery LowWaltham, MA2026-11-02
Private Wealth Management Group, LLC
7,175$297.2K0.1%ETFLowPrinceton, NJ2026-10-19
Retirement Planning Group, LLC
7,124$295.1K0.0%ETFVery LowLeawood, KS2026-10-19
Willow Creek Wealth Management Inc.
6,870$284.6K0.0%ETFVery LowSebastopol, CA2026-10-26
LFG Wealth Partners, LLC
6,685$276.9K0.1%CoreMediumElizabethtown, KY2026-10-28
Womack Financial LLC
6,653$275.6K0.2%CoreVery LowDallas, TX2026-10-14
Mission Wealth Management, LP
6,640$275.0K0.0%ETFLowSanta Barbara, CA2026-10-15
SJS Investment Consulting Inc.
6,236$258.3K0.0%ETFVery LowSylvania, OH2026-10-26
Sagespring Wealth Partners, LLC
6,209$257.2K0.0%ETFLowFranklin, TN2026-10-22
Epiq Partners, LLC
6,161$255.2K0.1%YieldLowMinneapolis, MN2026-10-07
Cap Partners, LLC
6,053$250.7K0.1%ETFLowFranklin, TN2026-10-19
D'Orazio & Associates, Inc.
5,983$247.8K0.0%ETFLowVienna, VA2026-11-04
Cullen T Bankers, Inc.
5,965$247.1K0.0%GrowthLowSan Antonio, TX2026-10-28
Daiwa Securities Group Inc.
5,847$242.2K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
HUB Investment Partners, LLC
5,788$239.7K0.0%GrowthLowAustin, TX2026-11-03
Bedminster, LLC
5,636$233.4K0.2%ETFMediumBluffton, SC2026-11-04
Kingsbury Capital Investment Advisors LLC
5,465$226.4K0.2%GrowthMediumEvanston, IL2026-10-20
Apella Capital, LLC
5,241$214.1K0.0%ETFVery LowWest Hartford, CT2026-10-08
Discipline Wealth Solutions, LLC
5,168$214.1K0.0%ETFLowGreenville, SC2026-10-14
ZWJ Investment Counsel Inc
5,110$211.7K0.0%CoreLowAtlanta, GA2026-10-15
Concurrent Investment Advisors, LLC
5,106$211.5K0.0%GrowthMediumTampa, FL2026-10-16
Keystone Wealth Services, LLC
5,054$210.3K0.0%ETFHighPalm Desert, CA2026-11-03
Aspect Partners, LLC
5,035$208.6K0.1%ETFMediumFairfax, VA2026-10-20
Capital Squared Financial LLC
4,995$206.9K0.1%ETFVery LowRockville, MD2026-10-30
McKinley Carter Wealth Services, Inc.
4,995$206.9K0.0%ETFMediumWheeling, WV2026-10-16
Gibbs Wealth Management
4,934$204.4K0.0%CoreLowAlpharetta, GA2026-10-22
Indivisible Partners
4,852$201.0K0.0%GrowthMediumClearwater, FL2026-10-26
Citigroup Inc
4,844$200.6K0.0%CoreMediumNew York, NY2026-11-04
Networth Advisors, LLC
3,003$124.4K0.1%ETFMediumCanonsburg, PA2026-11-03
Lanark Financial, Inc.
2,594$107.4K0.0%CoreMediumBirmingham, AL2026-10-26
Quest 10 Wealth Builders, Inc.
1,894$78.4K0.1%ETFLowFuquay-Varina, VA2026-11-02
Avion Wealth
1,860$77.0K0.1%ETFLowThe Woodlands, TX2026-11-04
Private Trust Co NA
1,674$69.3K0.0%CoreLowCleveland, OH2026-10-20
Kingdom Financial Group Llc.
1,553$64.3K0.0%ETFMediumPeoria, AZ2026-11-04
Abound Wealth Management
1,482$61.4K0.0%ETFVery LowFranklin, TN2026-10-26
True Wealth Design, LLC
1,462$60.6K0.0%ETFMediumAkron, OH2026-10-13
Root Financial Partners, LLC
1,260$52.2K0.0%ETFMediumEncinitas, CA2026-10-21
Mather Group, Llc.
1,157$47.9K0.0%ETFMediumChicago, IL2026-10-14
Tradewinds Capital Management, LLC
1,036$42.9K0.0%ETFVery HighBellingham, WA2026-10-23
Creative Financial Designs Inc
733$30.4K0.0%ETFMediumKokomo, IN2026-11-04
Triumph Capital Management
713$29.5K0.0%ETFMediumDenver, CO2026-10-14
Compass Financial Management LLC
706$29.2K0.0%CoreN/ATampa, FL2026-10-30
Lloyd Advisory Services, Llc.
699$29.0K0.0%ETFVery HighSuwanee, GA2026-11-02
Arvest Investments, Inc.
639$26.5K0.0%ETFLowLowell, AR2026-10-21
Marshall & Sterling Wealth Advisors Inc.
611$25.3K0.0%ETFMediumPoughkeepsie, NY2026-10-28
Reyes Financial Architecture, Inc.
495$20.5K0.0%ETFVery HighSan Diego, CA2026-10-22
Asset Dedication, LLC
444$18.4K0.0%ETFLowSan Francisco, CA2026-11-03
Parallel Advisors, LLC
372$15.4K0.0%IndexLowSan Francisco, CA2026-11-03
GK Wealth Management LLC
300$12.4K0.0%GARPVery HighReno, NV2026-10-09
Costello Asset Management, Inc
300$12.4K0.0%CoreLowFeasterville, PA2026-10-30
Signaturefd, LLC
271$11.2K0.0%IndexLowAtlanta, GA2026-10-23
Wealth Analytics Partners, LLC
200$8.3K0.0%ETFVery LowSan Diego, CA2026-10-19
Beacon Investment Advisory Services, Inc.
189$7.8K0.0%GrowthLowMorristown, NJ2026-10-13
Elevation Wealth Partners, LLC
176$7.3K0.0%ETFLowWalnut Creek, CA2026-10-07
Blue Bell Private Wealth Management, LLC
149$6.2K0.0%YieldVery LowBlue Bell, PA2026-10-29
Assetmark, Inc
139$5.8K0.0%ETFLowConcord, CA2026-10-21
Team Financial Group, LLC
120$5.0K0.0%ETFLowTemecula, CA2026-10-30
CoreCap Advisors, LLC
68$2.8K0.0%ETFMediumSouthfield, MI2026-10-08
Deane Retirement Strategies, Inc.
51$2.1K0.0%CoreVery HighNew Orleans, LA2026-10-09
RMG Wealth Management LLC
49$2.0K0.0%ETFVery HighPlatteville, WI2026-10-26
Concord Wealth Partners
30$1.2K0.0%GrowthLowAbingdon, VA2026-11-02
First Pacific Financial
3$1250.0%ETFLowVancouver, WA2026-10-14