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IXUS — ISHARES

Reported value held$50.14B
Funds holding (latest)1060
Sector—
Funds holding (Q3 2026)33
Institutional value$49.32M · 519.04K sh
New / Add / Cut / Exit4 / 7 / 6 / 1025
Top-5 / Top-10 concentration63.4% / 83.5%
Institutional holdings change Reducing -99.9% (-527.44M sh)
Institutional value change Down -99.9%

As of Q3 2026, 33 SEC-registered investment managers reported holding IXUS (ISHARES) in their latest 13F filings, with a combined reported value of $49.32M across 519.04K shares. That is -99.9% by share count (-527.44M shares) versus the previous quarter, while reported value moved -99.9%. Ownership is concentrated: the five largest holders account for 63.4% of reported value and the top ten for 83.5%.

Compared with the prior quarter, 4 opened new positions, 7 added to existing stakes, 6 trimmed, 1025 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q3 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q3 2026 — 33 funds

FundSharesValuePortfolio WeightChange
Farther Finance Advisors, LLC history 103.98K $9.88M 0.08% Add
FC Advisory LLC history 88.65K $8.42M 2.21% Reduce
KFA Private Wealth Group, LLC history 67.96K $6.46M 1.52% Add
Canandaigua National Trust Co of Florida history 34.44K $3.27M 1.81% New
Wealth Group Ltd history 33.88K $3.24M 0.60% Hold
COLLECTIVE FAMILY OFFICE LLC history 29.80K $2.83M 0.58% Hold
Wealth Enhancement Trust Services, Inc. history 20.49K $1.95M 0.21% Add
CANANDAIGUA NATIONAL BANK & TRUST CO history 19.62K $1.86M 0.16% Reduce
Factor Wealth Management LTD history 17.92K $1.70M 0.27% Add
Cambridge Financial Group, LLC history 16.29K $1.56M 0.49% Hold
Byrne Asset Management LLC history 13.73K $1.30M 0.73% Hold
BOYUM WEALTH ARCHITECTS LLC history 12.94K $1.24M 0.50% Reduce
Boston Standard Wealth Management, LLC history 9.64K $915.38K 0.13% Hold
Cassilly Financial Group LLC history 7.73K $734.56K 0.49% Hold
Venture Visionary Partners LLC history 7.62K $723.93K 0.03% Reduce
Valeo Financial Advisors, LLC history 7.25K $689.09K 0.02% Reduce
CoreCap Advisors, LLC history 4.11K $390.60K 0.01% Reduce
Apella Capital, LLC history 3.97K $377.07K 0.01% Add
Tactive Advisors, LLC history 3.92K $372.46K 0.09% Add
First Heartland Consultants, Inc. history 3.29K $312.71K 0.02% Hold
SAPIENT CAPITAL LLC history 3.13K $297.32K 0.00% Hold
Cooper Financial Group history 2.97K $282.27K 0.02% Add
Independence Financial Advisors, LLC history 2.11K $200.56K 0.05% Hold
Bank of New Hampshire history 651 $61.84K 0.01% Hold
Polaris Financial Partners history 739 $60.00K 0.03% New
TOMPKINS FINANCIAL CORP history 573 $54.43K 0.00% Hold
CX Institutional history 559 $53.00K 0.00% New
TOTH FINANCIAL ADVISORY CORP history 550 $52.24K 0.01% Hold
Retirement Wealth Solutions LLC history 254 $24.12K 0.01% Hold
GAMMA Investing LLC history 160 $15.20K 0.00% Hold
ATWOOD & PALMER INC history 36 $3.42K 0.00% Hold
EASTERN BANK history 30 $2.85K 0.00% New
Versant Capital Management, Inc history 26 $2.47K 0.00% Hold

Q2 2026 — 1054 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 274.12M $26.16B 0.41% Reduce
Acorns Advisers, LLC history 37.33M $3.56B 23.23% New
ALLIANCEBERNSTEIN L.P. history 25.79M $2.23B 0.74% New
ENVESTNET ASSET MANAGEMENT INC history 12.01M $1.15B 0.27% New
US BANCORP \DE\ history 11.65M $1.11B 1.44% New
CAPTRUST FINANCIAL ADVISORS history 10.69M $1.02B 2.15% New
Morgan Stanley history 9.99M $953.47M 0.05% Reduce
Bank of America Corp history 8.10M $772.74M 0.05% Reduce
D.A. DAVIDSON & CO. history 7.91M $755.29M 4.39% New
Focus Partners Wealth history 6.98M $666.21M 0.76% New
Sequoia Financial Advisors, LLC history 6.30M $600.97M 3.61% New
Pathstone Holdings, LLC history 5.39M $514.36M 1.56% New
LPL Financial LLC history 5.02M $479.48M 0.14% New
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP history 3.16M $301.67M 9.67% New
AMICA MUTUAL INSURANCE CO history 3.08M $294.51M 24.53% New
Clark Capital Management Group, Inc. history 2.94M $280.71M 1.53% New
Waldron Private Wealth LLC history 2.89M $275.88M 9.55% New
UBS Group AG history 2.51M $239.86M 0.10% Add
Mariner, LLC history 2.46M $233.93M 0.25% New
ROYAL BANK OF CANADA history 2.34M $222.94M 0.12% New
AMERIPRISE FINANCIAL INC history 2.19M $208.72M 0.05% New
Fund Evaluation Group, LLC history 2.13M $203.76M 5.50% New
DAVIDSON INVESTMENT ADVISORS history 2.12M $202.55M 8.28% New
Wells Fargo & Co history 2.06M $196.76M 0.07% Add
HighTower Advisors, LLC history 1.91M $182.24M 0.18% New
CAHABA WEALTH MANAGEMENT, INC. history 1.81M $172.52M 10.41% New
AMG National Trust Bank history 1.80M $171.78M 3.63% New
Cetera Investment Advisers history 1.77M $169.05M 0.19% New
Gerber Kawasaki Wealth & Investment Management history 1.68M $160.37M 4.28% New
Hardy Reed LLC history 1.59M $151.30M 9.71% New
COMMONWEALTH EQUITY SERVICES, LLC history 1.57M $149.94M 0.19% New
Janney Montgomery Scott LLC history 1.53M $145.59M 0.28% New
RAYMOND JAMES FINANCIAL INC history 1.52M $145.20M 0.06% New
Prime Capital Investment Advisors, LLC history 1.40M $134.04M 1.43% New
Orion Porfolio Solutions, LLC history 1.29M $123.33M 0.94% New
Allworth Financial LP history 1.23M $117.60M 0.55% New
Compass Ion Advisors, LLC history 1.15M $109.96M 9.48% New
OSAIC HOLDINGS, INC. history 1.15M $109.51M 0.16% New
BANK OF HAWAII history 1.14M $108.59M 5.36% New
Clearstead Advisors, LLC history 1.05M $99.98M 1.03% New
JONES FINANCIAL COMPANIES LLLP history 1.03M $97.06M 0.04% New
JPMorgan Chase & Co history 987.57K $93.61M 0.01% New
AlphaCore Capital LLC history 956.99K $91.33M 1.77% New
Capstone Financial Advisors, Inc. history 911.33K $86.98M 4.35% New
Cambridge Investment Research Advisors, Inc. history 903.92K $86.27M 0.20% New
TRUE Private Wealth Advisors history 862.13K $82.28M 7.10% New
ALERUS FINANCIAL NA history 845.11K $80.66M 3.53% New
Wealthspire Advisors, LLC history 842.62K $80.42M 0.46% New
LOWE BROCKENBROUGH & CO INC history 760.42K $72.57M 3.23% New
Aviso Financial Inc. history 745.18K $71.12M 2.47% New
Legacy Wealth Management, LLC history 728.72K $69.55M 3.64% New
Forvis Mazars Wealth Advisors, LLC history 728.09K $69.49M 1.16% New
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO history 633.57K $60.47M 0.03% New
STIFEL FINANCIAL CORP history 624.77K $59.63M 0.05% New
Tiller Private Wealth, Inc. history 621.09K $59.28M 18.57% New
M&T BANK CORP history 616.61K $58.85M 0.21% New
Steward Partners Investment Advisory, LLC history 594.03K $56.69M 0.29% New
Composition Wealth, LLC history 591.87K $56.49M 0.69% New
MML INVESTORS SERVICES, LLC history 576.88K $55.06M 0.11% New
Adventist Health System/ West history 552.90K $52.77M 8.27% New
Astoria Strategic Wealth, Inc. history 542.75K $51.80M 11.83% New
Chesley Taft & Associates LLC history 540.18K $51.55M 2.01% New
EQUITABLE TRUST CO history 529.76K $50.56M 2.11% New
FACTORY MUTUAL INSURANCE CO history 524.00K $50.01M 0.47% New
Waverly Advisors, LLC history 518.22K $49.46M 0.31% New
Bricktown Capital, LLC history 514.04K $49.06M 8.86% New
Allen Investment Management, LLC history 480.81K $45.89M 0.55% New
Johnson Financial Group, Inc. history 469.91K $44.85M 1.48% New
Geneos Wealth Management Inc. history 463.17K $44.21M 0.90% New
MERCER GLOBAL ADVISORS INC /ADV history 449.28K $42.88M 0.06% New
Standpoint Asset Management, LLC history 444.30K $42.40M 8.89% New
World Investment Advisors history 462.24K $40.26M 0.67% New
SWF LLC history 412.42K $39.36M 2.63% New
LODESTAR PRIVATE ASSET MANAGEMENT LLC history 409.90K $39.12M 3.38% New
PRINCIPAL SECURITIES, INC. history 404.33K $38.59M 0.47% New
Graney & King, LLC history 397.61K $37.95M 13.64% New
PNC Financial Services history 385.39K $36.78M 0.02% Add
Savant Capital, LLC history 361.90K $34.54M 0.10% New
HUB Investment Partners, LLC history 348.11K $33.22M 1.07% New
Meridian Wealth Partners, LLC history 336.46K $32.11M 3.89% New
Integrated Wealth Concepts LLC history 327.18K $31.22M 0.16% New
Stone House Investment Management, LLC history 325.02K $31.02M 4.12% New
MARS JEWETT FINANCIAL GROUP, INC. history 320.82K $30.62M 6.20% New
Wick Capital Partners, LLC history 294.58K $28.11M 4.24% New
REGATTA CAPITAL GROUP, LLC history 289.52K $27.63M 3.72% New
Aptus Capital Advisors, LLC history 277.94K $26.53M 0.22% New
Cerity Partners LLC history 273.45K $26.10M 0.04% New
Brookstone Capital Management history 272.92K $26.05M 0.27% New
Creative Planning history 269.83K $25.75M 0.02% New
Ullmann Wealth Partners Group, LLC history 267.39K $25.52M 2.32% New
Alliance Wealth Advisors, LLC /UT history 266.80K $25.46M 4.80% New
49 WEALTH MANAGEMENT, LLC history 265.29K $25.32M 4.83% New
ALONGSIDE, LLC history 265.29K $25.32M 4.83% New
Mirae Asset Global Investments Co., Ltd. history 258.91K $24.71M 0.05% New
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC history 253.61K $24.16M 0.05% New
PHILLIPS FINANCIAL MANAGEMENT, LLC history 237.41K $22.66M 1.66% New
Magnolia Wealth Management, LLC history 234.77K $22.41M 11.73% New
Finley Financial, LLC history 228.19K $21.78M 8.77% New
Patrick Mauro Investment Advisor, INC. history 227.75K $21.74M 10.93% New
Advisory Services Network, LLC history 227.27K $21.69M 0.31% New
MontVue Capital Management, Inc. history 220.79K $21.07M 12.12% New
Private Advisor Group, LLC history 219.97K $20.99M 0.10% New
PARK AVENUE SECURITIES LLC history 216.74K $20.68M 0.13% New
Strategic Point Investment Advisors, LLC history 215.91K $20.61M 2.69% New
Tide Cove Capital Partners LLC history 202.44K $19.55M 12.64% New
BANK OF MONTREAL /CAN/ history 203.45K $19.42M 0.02% New
Spectrum Investment Advisors, Inc. history 201.58K $19.24M 7.87% New
Vestmark Advisory Solutions, Inc. history 197.89K $18.89M 0.18% New
FIRST HAWAIIAN BANK history 197.87K $18.88M 2.39% New
ES4, LLC history 195.10K $18.62M 9.78% New
St. Louis Trust Co history 84.35K $18.43M 2.11% New
Dynasty Wealth Management, LLC history 189.67K $18.10M 0.14% New
McKinley Carter Wealth Services, Inc. history 189.13K $18.05M 0.96% New
EP Wealth Advisors, LLC history 188.29K $17.97M 0.07% New
Baker Ellis Asset Management LLC history 186.10K $17.76M 1.84% New
CADINHA & CO LLC history 184.77K $17.63M 2.61% New
SPINNAKER TRUST history 184.16K $17.58M 0.85% New
White Lighthouse Investment Management Inc. history 182.90K $17.46M 2.18% New
Global Retirement Partners, LLC history 182.08K $17.38M 0.27% New
HB Wealth Management, LLC history 178.58K $17.04M 0.10% New
CHOREO, LLC history 178.53K $17.04M 0.19% New
ANGELES WEALTH MANAGEMENT, LLC history 178.36K $17.02M 0.78% New
AssuredPartners Investment Advisors, LLC history 175.68K $16.77M 1.62% New
PENSION & WEALTH MANAGEMENT ADVISORS, INC. history 173.13K $16.52M 4.46% New
Fidelity Management & Research (FMR) history 172.37K $16.45M 0.00% Add
Goldstein Advisors, LLC history 168.05K $16.04M 1.47% New
Kastel Capital Advisors, LLC history 184.08K $15.95M 10.09% New
Goldman Sachs Group history 166.98K $15.94M 0.01% Reduce
Trinity Wealth Management, LLC history 166.65K $15.91M 5.05% New
Rockefeller Capital Management L.P. history 163.55K $15.61M 0.02% New
TD Capital Management LLC history 155.51K $14.84M 1.21% New
Gotham Asset Management, LLC history 153.81K $14.68M 0.03% New
Financial Designs Corp history 153.40K $14.64M 7.85% New
ASSETMARK, INC history 207.43K $14.62M 0.03% New
Verus Financial Partners, Inc. history 147.74K $14.10M 1.21% New
THRIVENT FINANCIAL FOR LUTHERANS history 144.00K $13.74M 0.02% New
WealthCollab, LLC history 143.23K $13.67M 4.95% New
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC history 142.98K $13.65M 1.73% New
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC history 141.61K $13.51M 0.18% New
Wealthcare Advisory Partners LLC history 140.90K $13.45M 0.26% New
KEYBANK NATIONAL ASSOCIATION/OH history 138.74K $13.24M 0.04% New
GREENWOOD CAPITAL ASSOCIATES LLC history 137.76K $13.15M 1.29% New
BRASADA CAPITAL MANAGEMENT, LP history 137.19K $13.09M 2.36% New
Eldridge Investment Advisors, Inc. history 136.06K $12.99M 2.57% New
FORTE ASSET MANAGEMENT LLC history 135.91K $12.97M 5.30% New
Traveka Wealth, LLC history 135.69K $12.95M 4.31% New
MONEY CONCEPTS CAPITAL CORP history 135.27K $12.91M 0.60% New
HOWLAND CAPITAL MANAGEMENT LLC history 132.35K $12.63M 0.46% New
SYKON CAPITAL LLC history 132.29K $12.63M 3.89% New
Skyline Advisors, Inc. history 131.90K $12.59M 3.95% New
Carl P. Sherr & Co., LLC history 128.09K $12.22M 5.12% New
CHERRYDALE WEALTH MANAGEMENT, LLC history 124.91K $11.92M 3.12% New
Kestra Advisory Services, LLC history 122.39K $11.68M 0.04% New
UNITED CAPITAL FINANCIAL ADVISORS, LLC history 121.94K $11.63M 0.07% New
Equitable Holdings, Inc. history 121.02K $11.55M 0.07% New
FLAGSHIP HARBOR ADVISORS, LLC history 116.83K $11.15M 0.43% New
MCF Advisors LLC history 116.46K $11.11M 0.40% New
Citigroup Inc history 115.38K $11.01M 0.00% Add
Smithfield Trust Co history 113.12K $10.79M 0.43% New
SCOTIA CAPITAL INC. history 112.88K $10.77M 0.04% New
COLDSTREAM CAPITAL MANAGEMENT INC history 112.82K $10.77M 0.14% New
Forum Private Client Group LLC history 111.85K $10.68M 3.18% New
Riggs Asset Managment Co. Inc. history 111.25K $10.62M 1.90% New
Baird Financial Group, Inc. history 110.49K $10.55M 0.01% New
Ascent Group, LLC history 103.26K $9.85M 0.29% New
Summit Financial, LLC history 102.03K $9.74M 0.11% New
Madison Wealth Partners, Inc history 100.26K $9.57M 1.22% New
DV EQUITIES, LLC history 100.00K $9.54M 1.38% New
Atria Investments, Inc history 99.34K $9.48M 0.10% New
Winthrop Partners - WNY, LLC history 98.47K $9.40M 4.65% New
Advisors Capital Management, LLC history 98.37K $9.39M 0.10% New
Modern Wealth Management, LLC history 96.32K $9.19M 0.11% New
Newton One Investments LLC history 95.69K $9.13M 2.30% New
CATALYST PRIVATE WEALTH, LLC history 94.21K $8.99M 4.34% New
Winthrop Advisory Group LLC history 93.62K $8.93M 0.60% New
SWMG, LLC history 94.28K $8.92M 2.10% New
Farther Finance Advisors, LLC history 92.96K $8.87M 0.07% New
BNY Mellon history 92.33K $8.81M 0.00% Reduce
OPPENHEIMER & CO INC history 91.58K $8.74M 0.09% New
DIVERSIFY WEALTH MANAGEMENT, LLC history 92.69K $8.68M 0.18% New
Diversify Advisory Services, LLC history 92.69K $8.68M 0.18% New
Savvy Advisors, Inc. history 90.67K $8.65M 0.20% New
Physician Wealth Advisors, Inc. history 90.19K $8.61M 1.03% New
VAQUERO PRIVATE WEALTH, LTD history 89.60K $8.55M 1.76% New
FC Advisory LLC history 89.31K $8.52M 2.26% New
James J. Burns & Company, LLC history 88.05K $8.40M 0.91% New
WEATHERLY ASSET MANAGEMENT L. P. history 86.08K $8.22M 0.58% New
Fairvoy Private Wealth, LLC history 85.78K $8.19M 1.66% New
HILL ISLAND FINANCIAL LLC history 85.13K $8.12M 1.73% New
MANNING & NAPIER ADVISORS LLC history 85.09K $8.12M 0.10% New
Capital Analysts, LLC history 84.97K $8.11M 0.19% New
Beacon Pointe Advisors, LLC history 83.61K $7.98M 0.04% New
Quantinno Capital Management LP history 83.14K $7.94M 0.01% New
Hubbell Strickland Wealth Management, LLC history 82.72K $7.89M 2.85% New
NATIXIS ADVISORS, LLC history 81.66K $7.79M 0.01% New
Investment Advisory Services Group LLC history 81.42K $7.77M 5.69% New
Gateway Wealth Partners, LLC history 80.98K $7.73M 0.47% New
Zhang Financial LLC history 80.17K $7.65M 0.22% New
Pitcairn Wealth Advisors LLC history 79.48K $7.59M 0.83% New
First Command Advisory Services, Inc. history 79.43K $7.58M 0.04% New
WESBANCO BANK INC history 79.00K $7.54M 0.19% New
NWAM LLC history 78.16K $7.46M 0.37% New
OneDigital Investment Advisors LLC history 78.16K $7.46M 0.07% New
Abundance Wealth Counselors history 77.72K $7.42M 0.50% New
Gallagher Fiduciary Advisors, LLC history 77.36K $7.38M 0.24% New
CFO4Life Group, LLC history 77.27K $7.37M 0.99% New
Gleason Group, Inc. history 77.24K $7.37M 0.64% New
Strategic Blueprint, LLC history 75.41K $7.20M 0.36% New
GREAT VALLEY ADVISOR GROUP, INC. history 74.92K $7.15M 0.12% New
Allianz Asset Management GmbH history 74.47K $7.11M 0.01% New
Family Manage LLC history 73.66K $7.03M 0.74% New
Focus Partners Advisor Solutions, LLC history 73.66K $7.03M 0.06% New
Alpha Financial Partners LLC history 72.36K $6.91M 3.63% New
Crescent Grove Advisors, LLC history 72.21K $6.89M 0.59% New
BENJAMIN EDWARDS INC history 71.47K $6.83M 0.06% New
GuidedMoney, LLC history 71.40K $6.81M 3.15% New
Lunt Capital Management, Inc. history 70.66K $6.74M 2.47% New
COMMERCE BANK history 70.33K $6.71M 0.03% New
NYL Investors LLC history 70.33K $6.71M 2.57% New
KFA Private Wealth Group, LLC history 67.28K $6.42M 1.55% New
Mesirow Financial Investment Management, Inc. history 66.93K $6.39M 0.10% New
FIFTH THIRD BANCORP history 66.35K $6.33M 0.01% New
JOHNSON INVESTMENT COUNSEL INC history 66.22K $6.32M 0.05% New
Soltis Investment Advisors LLC history 65.15K $6.22M 0.48% New
SIGNATUREFD, LLC history 64.66K $6.17M 0.09% New
BROWN ADVISORY INC history 64.36K $6.14M 0.01% New
WBH ADVISORY INC history 64.19K $6.13M 0.41% New
BLAIR WILLIAM & CO/IL history 63.97K $6.11M 0.02% New
Manuka Financial, LLC history 63.52K $6.06M 3.15% New
Ellis Investment Partners, LLC history 63.52K $6.06M 0.92% New
LVM CAPITAL MANAGEMENT LTD/MI history 63.10K $6.02M 0.51% New
MISSION WEALTH MANAGEMENT, LP history 62.16K $5.93M 0.10% New
DAVIDSON TRUST CO history 60.32K $5.76M 2.25% New
Townsend Financial Planning, LLC history 60.24K $5.75M 5.01% New
Patriot Financial Group Insurance Agency, LLC history 59.99K $5.73M 0.59% New
CreativeOne Wealth, LLC history 59.54K $5.68M 0.12% New
Firestone Capital Management history 59.27K $5.66M 1.05% New
Catalyst Investment Management LLC history 58.71K $5.60M 5.08% New
Windward Private Wealth Management Inc. history 58.20K $5.56M 1.78% New
NewEdge Advisors, LLC history 57.87K $5.52M 0.02% New
GeoWealth Management, LLC history 57.87K $5.52M 0.17% New
TCV Trust & Wealth Management, Inc. history 57.09K $5.45M 0.41% New
Envestnet Portfolio Solutions, Inc. history 57.01K $5.44M 0.03% New
AE Wealth Management LLC history 56.60K $5.40M 0.03% New
Atlas Legacy Advisors, LLC history 55.77K $5.32M 0.79% New
COFG Advisors, LLC history 55.63K $5.31M 0.92% New
Gryphon Financial Partners LLC history 55.60K $5.31M 0.47% New
Ethos Financial Group, LLC history 57.17K $5.26M 0.37% New
Wealthspire Retirement, LLC history 55.28K $5.25M 0.29% New
Blueprint Investment Partners LLC history 54.55K $5.21M 0.43% New
Lineweaver Wealth Advisors, LLC history 54.49K $5.20M 0.62% New
Blueprint Financial Advisors LLC history 54.44K $5.20M 0.58% New
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. history 54.28K $5.18M 3.63% New
PINNACLE ASSOCIATES LTD history 54.15K $5.17M 0.06% New
AdvisorNet Financial, Inc history 53.73K $5.13M 0.23% New
AXXCESS WEALTH MANAGEMENT, LLC history 53.43K $5.10M 0.08% New
PRAIRIEVIEW WEALTH PARTNERS, LLC history 52.08K $4.97M 3.71% New
Everest Private Wealth history 51.68K $4.93M 1.84% New
Oliver Luxxe Assets LLC history 51.63K $4.93M 0.73% New
Downshift Financial, LLC history 51.27K $4.89M 2.23% New
TRUIST FINANCIAL CORP history 51.21K $4.89M 0.01% New
TBH Global Asset Management, LLC history 51.16K $4.88M 0.89% New
FIDUCIARY ADVISORS, INC. history 50.82K $4.85M 3.26% New
Advisory Resource Group history 49.82K $4.75M 0.71% New
Northern Trust Corp history 49.81K $4.75M 0.00% Add
Tortoise Investment Management, LLC history 49.01K $4.68M 0.36% New
Shelter Mutual Insurance Co history 48.82K $4.66M 0.99% New
SteelPeak Wealth, LLC history 48.42K $4.62M 0.22% New
GWN SECURITIES INC. history 48.22K $4.60M 0.77% New
Spire Wealth Management history 47.72K $4.55M 0.14% New
Park Place Capital Corp history 47.48K $4.53M 0.74% New
Guidance Point Advisors, LLC history 46.63K $4.45M 0.94% New
FIFTH THIRD SECURITIES, INC. history 46.51K $4.44M 0.25% New
SENTINEL WEALTH MANAGEMENT, INC. history 46.13K $4.40M 3.10% New
THOROUGHBRED FINANCIAL SERVICES, LLC history 46.09K $4.40M 0.21% New
BEACON FINANCIAL PLANNING, INC history 45.43K $4.34M 1.47% New
Leonard Rickey Investment Advisors P.L.L.C. history 44.89K $4.28M 0.68% New
IFG Advisory, LLC history 44.56K $4.25M 0.15% New
Wescott Financial Advisory Group, LLC history 44.23K $4.22M 0.33% New
BARRETT & COMPANY, INC. history 44.23K $4.22M 1.18% New
Taylor & Morgan Wealth Management, LLC history 44.22K $4.22M 2.08% New
Private Wealth Asset Management, LLC history 44.13K $4.21M 0.41% New
COMPASS FINANCIAL MANAGEMENT LLC history 43.60K $4.17M 0.62% New
Disciplina Capital Management LLC history 43.62K $4.16M 0.43% New
NISA INVESTMENT ADVISORS, LLC history 43.00K $4.10M 0.01% New
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV history 42.62K $4.07M 1.03% New
Caprock Group, LLC history 42.13K $4.02M 0.08% New
Carnegie Investment Counsel history 41.68K $3.98M 0.08% New
Balentine LLC history 41.44K $3.95M 0.14% New
Chicago Partners Investment Group LLC history 42.26K $3.95M 0.09% New
Olde Wealth Management, LLC history 40.99K $3.91M 1.11% New
Blue Edge Capital, LLC history 40.95K $3.91M 0.47% New
INTEGRITY ALLIANCE, LLC. history 40.35K $3.85M 0.14% New
Robertson Stephens Wealth Management, LLC history 39.83K $3.80M 0.09% New
Amplius Wealth Advisors, LLC history 39.82K $3.80M 0.28% New
KESTRA PRIVATE WEALTH SERVICES, LLC history 39.41K $3.76M 0.04% New
Bellwether Advisors, LLC history 39.31K $3.75M 0.56% New
MONETA GROUP INVESTMENT ADVISORS LLC history 39.28K $3.75M 0.03% New
Simplicity Wealth,LLC history 39.14K $3.74M 0.13% New
Main Street Research LLC history 39.07K $3.73M 0.18% New
Freedom Day Solutions, LLC history 38.90K $3.71M 0.82% New
Kingsview Wealth Management, LLC history 38.49K $3.67M 0.05% New
Cyndeo Wealth Partners, LLC history 38.24K $3.65M 0.17% New
Cornerstone Wealth Management, LLC history 38.16K $3.64M 0.16% New
Roble, Belko & Company, Inc history 38.14K $3.64M 0.39% New
Rather & Kittrell, Inc. history 38.00K $3.63M 0.51% New
Single Point Partners, LLC history 190.73K $3.59M 0.63% New
WEALTHCARE CAPITAL MANAGEMENT LLC history 37.15K $3.55M 0.34% New
NAPLES GLOBAL ADVISORS, LLC history 36.92K $3.52M 0.22% New
Independent Solutions Wealth Management, LLC history 36.80K $3.51M 0.46% New
Transamerica Financial Advisors, LLC history 36.77K $3.51M 0.30% New
SENTINEL TRUST CO LBA history 35.99K $3.44M 0.31% New
Garden State Investment Advisory Services LLC history 35.84K $3.42M 0.78% New
Valmark Advisers, Inc. history 35.49K $3.39M 0.04% New
Gladstone Institutional Advisory LLC history 35.46K $3.38M 0.11% New
Pinnacle Wealth Management Advisory Group, LLC history 35.42K $3.38M 0.20% New
PENOBSCOT WEALTH MANAGEMENT history 35.25K $3.36M 0.90% New
Integrated Advisors Network LLC history 34.94K $3.33M 0.16% New
MATHER GROUP, LLC. history 34.35K $3.28M 0.03% New
Pacific Park Financial, Inc. history 34.25K $3.27M 1.90% New
O'SHAUGHNESSY ASSET MANAGEMENT, LLC history 34.12K $3.26M 0.02% New
Wealth Group Ltd history 34.02K $3.25M 0.62% New
Beacon Bridge Wealth Partners, LLC history 33.62K $3.21M 0.91% New
Marietta Wealth Management, LLC history 33.47K $3.19M 0.33% New
ADE, LLC history 33.47K $3.19M 1.35% New
MAI Capital Management history 33.40K $3.19M 0.02% New
AQR Capital Management history 33.23K $3.17M 0.00% Reduce
AQR CAPITAL MANAGEMENT LLC history 33.23K $3.17M 0.00% New
Lakeridge Wealth Management LLC history 33.16K $3.17M 1.16% New
Sharkey, Howes & Javer history 33.04K $3.15M 0.38% New
GARRISON POINT ADVISORS, LLC history 32.83K $3.13M 1.27% New
SageView Advisory Group, LLC history 32.29K $3.08M 0.10% New
Essex Financial Services, Inc. history 32.22K $3.08M 0.15% New
Belpointe Asset Management LLC history 32.21K $3.07M 0.10% New
KELLY FINANCIAL GROUP LLC history 31.83K $3.04M 0.68% New
OARSMAN CAPITAL, INC. history 31.80K $3.03M 0.32% New
Betterment LLC history 31.68K $3.02M 0.01% New
SJBENEN ADVISORY, LLC history 31.69K $3.02M 2.01% New
VICTORY FINANCIAL GROUP, LLC history 31.36K $2.99M 0.32% New
&PARTNERS history 31.27K $2.98M 0.01% New
Argent Trust Co history 31.27K $2.98M 0.09% New
Cresset Asset Management, LLC history 31.17K $2.98M 0.02% New
SIGNAL TREE FINANCIAL PARTNERS LLC history 30.75K $2.94M 1.95% New
ADVOCATE GROUP LLC history 30.00K $2.86M 0.43% New
COLLECTIVE FAMILY OFFICE LLC history 29.80K $2.84M 0.58% New
Klingman & Associates, LLC history 29.48K $2.81M 0.12% New
Carr Financial Group Corp history 29.21K $2.79M 0.64% New
Sanctuary Advisors, LLC history 28.98K $2.77M 0.01% New
CARDIFF PARK ADVISORS, LLC history 28.92K $2.76M 0.21% New
Goldstone Financial Group, LLC history 28.61K $2.73M 0.27% New
Madson Wealth Advisors Inc history 28.41K $2.71M 1.84% New
Advyzon Investment Management, LLC history 28.40K $2.71M 0.20% New
Williams & Novak, LLC history 28.28K $2.70M 1.81% New
Snowden Capital Advisors LLC history 28.07K $2.68M 0.06% New
CHATHAM CAPITAL GROUP, INC. history 28.02K $2.67M 0.34% New
J.W. COLE ADVISORS, INC. history 27.72K $2.65M 0.04% New
BRIGHTON JONES LLC history 27.70K $2.64M 0.05% New
Rede Wealth, LLC history 27.54K $2.63M 0.87% New
Revolve Wealth Partners, LLC history 26.99K $2.58M 0.28% New
BlueChip Wealth Advisors LLC history 26.92K $2.57M 0.97% New
ISTHMUS PARTNERS, LLC history 26.61K $2.54M 0.25% New
Keel Point, LLC history 26.45K $2.52M 0.15% New
Rothschild Wealth LLC history 26.40K $2.52M 0.20% New
Haverford Trust Co history 26.30K $2.51M 0.02% New
XML Financial, LLC history 25.91K $2.47M 0.18% New
Element Wealth, LLC history 25.66K $2.45M 0.94% New
Triad Wealth Partners, LLC history 25.46K $2.42M 0.15% New
Donor Advised Charitable Giving, Inc. history 25.27K $2.41M 0.05% New
Van Cleef Asset Management,Inc history 25.12K $2.40M 0.24% New
Flagship Private Wealth, LLC history 25.09K $2.39M 0.85% New
QRG CAPITAL MANAGEMENT, INC. history 24.90K $2.38M 0.02% New
SAX WEALTH ADVISORS, LLC history 27.36K $2.37M 0.10% New
Connecticut Wealth Management, LLC history 24.68K $2.36M 0.09% New
Arkadios Wealth Advisors history 24.60K $2.35M 0.04% New
Bond & Devick Financial Network, Inc. history 24.59K $2.35M 0.58% New
Summit Wealth Partners, LLC history 24.44K $2.33M 0.33% New
Vise Technologies, Inc. history 24.34K $2.32M 0.03% New
VICUS CAPITAL history 24.32K $2.32M 0.15% New
BRANDYWINE OAK PRIVATE WEALTH LLC history 24.12K $2.30M 0.17% New
Pinnacle Financial Partners, Inc. history 24.09K $2.30M 0.02% New
Sterling Investment Counsel, LLC history 24.01K $2.29M 0.54% New
Global Strategic Investment Solutions, LLC history 24.00K $2.29M 0.20% New
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC history 23.79K $2.27M 0.68% New
Procyon Advisors, LLC history 23.76K $2.27M 0.10% New
JGP Wealth Management, LLC history 23.72K $2.26M 0.20% New
Kathmere Capital Management, LLC history 23.52K $2.24M 0.12% New
Glass Jacobson Investment Advisors llc history 23.00K $2.20M 0.68% New
New England Professional Planning Group Inc. history 22.72K $2.17M 0.81% New
CANANDAIGUA NATIONAL BANK & TRUST CO history 22.44K $2.14M 0.18% New
Empowered Funds, LLC history 22.25K $2.12M 0.01% New
Legacy Bridge, LLC history 21.93K $2.09M 0.65% New
VOISARD ASSET MANAGEMENT GROUP, INC. history 21.77K $2.08M 0.39% New
PFG Investments, LLC history 21.42K $2.04M 0.08% New
Verum Partners LLC history 21.23K $2.03M 0.31% New
Ipswich Investment Management Co., Inc. history 21.18K $2.02M 0.43% New
GSG Advisors LLC history 21.04K $2.01M 0.44% New
MA Private Wealth history 21.01K $2.01M 0.30% New
Alliance Wealth Advisors, LLC history 21.01K $2.00M 0.78% New
Bluespring Wealth Management, LLC history 20.79K $1.98M 0.04% New
Financial Management Professionals, Inc. history 20.77K $1.98M 0.19% New
High Probability Advisors, LLC history 20.71K $1.98M 0.21% New
Golden State Wealth Management, LLC history 20.65K $1.97M 0.18% New
GLENMEDE TRUST CO NA history 20.65K $1.97M 0.01% New
SAGE FINANCIAL GROUP INC history 20.58K $1.96M 0.11% New
Asset Dedication, LLC history 20.47K $1.95M 0.12% New
Arrowroot Family Office, LLC history 20.25K $1.93M 0.55% New
Luminvest Wealth Management LLC history 20.18K $1.93M 0.45% New
TWO SIGMA SECURITIES, LLC history 20.05K $1.91M 0.17% New
Intentional Wealth Strategies, LLC history 20.04K $1.91M 1.79% New
IHT Wealth Management, LLC history 19.98K $1.91M 0.04% New
MGO ONE SEVEN LLC history 19.63K $1.87M 0.03% New
Neuberger Berman Group LLC history 19.58K $1.87M 0.00% New
Apollon Wealth Management, LLC history 19.42K $1.85M 0.02% New
PW Nova Financial Services LLC history 19.39K $1.85M 0.40% New
Gainplan LLC history 19.31K $1.84M 1.15% New
Valtrion Capital Management, LLC history 19.12K $1.82M 1.36% New
ETF Portfolio Partners, Inc. history 18.99K $1.81M 0.43% New
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC history 18.87K $1.80M 0.01% New
Arlington Trust Co LLC history 18.66K $1.78M 0.15% New
Shared Vision Wealth Group LLC history 18.53K $1.77M 0.61% New
Clear Creek Financial Management, LLC history 18.20K $1.74M 0.11% New
StoneX Group Inc. history 18.07K $1.72M 0.07% New
Arista Wealth Management, LLC history 17.80K $1.70M 0.18% New
Roundview Capital LLC history 17.74K $1.69M 0.09% New
JAMISON PRIVATE WEALTH MANAGEMENT, INC. history 17.40K $1.66M 0.17% New
Burk Holdings LLC history 17.21K $1.64M 0.61% New
Cedar Mountain Advisors, LLC history 17.10K $1.63M 0.28% New
Kachkovsky & Fisher, Inc. history 17.01K $1.62M 1.56% New
Factor Wealth Management LTD history 16.79K $1.60M 0.24% New
ADKINS SEALE CAPITAL MANAGEMENT LLC history 16.71K $1.59M 1.42% New
Western Wealth Management, LLC history 16.60K $1.58M 0.05% New
SEEDS INVESTOR LLC history 16.57K $1.58M 0.16% New
Crews Bank & Trust history 16.56K $1.58M 0.21% New
PROFFITT & GOODSON INC history 16.53K $1.58M 0.22% New
Cambridge Financial Group, LLC history 16.29K $1.56M 0.49% New
BROWN BROTHERS HARRIMAN & CO history 16.29K $1.55M 0.01% New
Fisher Asset Management, LLC history 16.28K $1.55M 0.00% New
Canopy Partners, LLC history 16.18K $1.54M 0.47% New
Stash Investments, LLC history 16.17K $1.54M 0.50% New
SAGESPRING WEALTH PARTNERS, LLC history 15.89K $1.52M 0.02% New
CARY STREET PARTNERS FINANCIAL LLC history 15.68K $1.50M 0.03% New
Twelve Points Wealth Management LLC history 15.61K $1.49M 0.30% New
WealthShield Partners, LLC history 15.42K $1.47M 0.23% New
HARBOUR INVESTMENTS, INC. history 15.33K $1.46M 0.02% New
Pacific Point Advisors, LLC history 15.22K $1.45M 0.66% New
BRANDES INVESTMENT PARTNERS, LP history 15.15K $1.45M 0.01% New
Clark Asset Management, LLC history 15.02K $1.43M 0.11% New
Quest 10 Wealth Builders, Inc. history 14.96K $1.43M 1.11% New
Lido Advisors, LLC history 14.91K $1.42M 0.01% New
Breakwater Capital Group history 14.75K $1.41M 0.18% New
Sandy Cove Advisors, LLC history 14.73K $1.41M 0.35% New
Carlton Hofferkamp & Jenks Wealth Management, LLC history 14.84K $1.40M 0.45% New
Independent Wealth Advisors LLC history 14.67K $1.40M 1.27% New
PARSONS CAPITAL MANAGEMENT INC/RI history 14.58K $1.39M 0.06% New
Arete Wealth Advisors, LLC history 14.41K $1.38M 0.04% New
Csenge Advisory Group history 14.29K $1.36M 0.06% New
4WEALTH ADVISORS, INC. history 14.39K $1.36M 1.05% New
Rooted Wealth Advisors, Inc. history 14.10K $1.35M 0.33% New
Prospera Financial Services Inc history 13.91K $1.33M 0.02% New
Parallel Advisors, LLC history 13.86K $1.32M 0.02% New
Note Advisors, LLC history 13.85K $1.32M 0.57% New
Mutual Advisors, LLC history 13.74K $1.31M 0.03% New
Byrne Asset Management LLC history 13.68K $1.31M 0.71% New
Keystone Financial Group, Inc. history 13.39K $1.28M 0.67% New
PENNINGTON PARTNERS & CO., LLC history 13.32K $1.27M 0.41% New
JMG Financial Group, Ltd. history 13.23K $1.26M 0.03% New
Financial Alternatives, Inc history 13.18K $1.26M 0.62% New
Leo H. Evart, Inc. history 13.15K $1.25M 0.99% New
ADVISORS MANAGEMENT GROUP INC /ADV history 13.10K $1.25M 0.21% New
Avantax Planning Partners, Inc. history 13.04K $1.24M 0.03% New
Maple Capital Management, Inc. history 12.92K $1.23M 0.08% New
Alpha Wealth Funds, LLC history 12.83K $1.22M 0.75% New
TRED AVON FAMILY WEALTH, LLC history 12.81K $1.22M 0.37% New
Balefire, LLC history 12.79K $1.22M 0.20% New
BOYUM WEALTH ARCHITECTS LLC history 13.05K $1.22M 0.49% New
Concurrent Investment Advisors, LLC history 12.76K $1.22M 0.01% New
KINGSWOOD WEALTH ADVISORS, LLC history 12.78K $1.22M 0.05% New
SCS Capital Management LLC history 12.71K $1.21M 0.01% New
Wilmington Savings Fund Society, FSB history 12.66K $1.21M 0.03% New
GenTrust, LLC history 12.55K $1.20M 0.05% New
Vertex Planning Partners, LLC history 12.55K $1.20M 0.18% New
Joel Isaacson & Co., LLC history 12.51K $1.19M 0.04% New
RFG Advisory, LLC history 12.51K $1.19M 0.02% New
PRICE T ROWE ASSOCIATES INC /MD/ history 12.50K $1.19M 0.00% New
SC&H Financial Advisors, Inc. history 12.50K $1.19M 0.16% New
SFAM, LLC history 12.40K $1.18M 0.97% New
Nemes Rush Group LLC history 12.37K $1.18M 0.10% New
Venturi Wealth Management, LLC history 12.36K $1.18M 0.05% New
RKL Wealth Management LLC history 12.35K $1.18M 0.09% New
Cushing Capital Partners, LLC history 12.31K $1.18M 0.81% New
NBT BANK, N.A. history 12.28K $1.17M 0.08% New
Columbia River Financial Group, LLC history 12.10K $1.15M 0.62% New
VERITY Wealth Advisors history 12.03K $1.15M 0.69% New
Aspen Wealth Management LLC history 11.94K $1.14M 0.19% New
MAYPORT, LLC history 11.91K $1.14M 0.18% New
Capstone Wealth Management, LLC history 11.90K $1.14M 0.53% New
Stirlingshire Investments, Inc. history 11.79K $1.12M 0.83% New
CGN Advisors LLC history 11.75K $1.12M 0.08% New
TOCQUEVILLE ASSET MANAGEMENT L.P. history 11.70K $1.12M 0.02% New
NorthRock Partners, LLC history 11.64K $1.11M 0.02% New
Hilltop Partners LLC history 11.58K $1.11M 0.27% New
FLPUTNAM INVESTMENT MANAGEMENT CO history 11.51K $1.10M 0.01% New
Ally Invest Advisors Inc. history 11.45K $1.09M 0.07% New
HORAN Wealth, LLC history 11.39K $1.09M 0.09% New
Broadview Financial Management, LLC history 11.37K $1.08M 0.66% New
GKV Capital Management Co., Inc. history 11.32K $1.08M 0.35% New
TAGStone Capital, Inc. history 11.19K $1.07M 0.34% New
Inman Jager Wealth Management, LLC history 11.18K $1.07M 0.57% New
Life Planning Partners, Inc history 11.06K $1.06M 0.79% New
PKS Advisory Services, LLC history 11.05K $1.05M 0.17% New
Sightline Wealth Advisors, LLC history 11.01K $1.05M 0.38% New
SeaCrest Wealth Management, LLC history 10.98K $1.05M 0.12% New
WEDBUSH SECURITIES INC history 10.93K $1.04M 0.03% New
BAILARD, INC. history 10.78K $1.03M 0.02% New
Meridian Wealth Management, LLC history 10.71K $1.02M 0.04% New
Wedmont Private Capital history 10.66K $1.02M 0.03% New
MorganRosel Wealth Management, LLC history 10.61K $1.01M 0.34% New
KDT Advisors, LLC history 10.59K $1.01M 1.40% New
SWS Partners history 10.38K $990.25K 0.21% New
FSM Wealth Advisors, LLC history 10.31K $984.09K 0.11% New
Michels Family Financial, LLC history 10.27K $979.77K 0.63% New
Financial Council, LLC history 10.22K $975.78K 0.32% New
GUARDIAN WEALTH ADVISORS, LLC / NC history 10.22K $975.11K 0.06% New
SilverOak Wealth Management LLC history 10.13K $966.81K 0.12% New
Rehmann Capital Advisory Group history 10.12K $966.12K 0.04% New
Brady Martz Wealth Solutions, LLC history 10.09K $962.51K 0.14% New
Investment Advisory Group, LLC history 10.06K $960.30K 0.21% New
RBF Capital, LLC history 10.00K $954.40K 0.04% New
Squire Investment Management Company, LLC history 9.99K $953.92K 0.23% New
Integrity Advisory Solutions, LLC history 9.97K $951.57K 0.10% New
Greenline Partners, LLC history 9.93K $947.72K 0.10% New
DecisionMap Wealth Management, LLC history 9.81K $936.21K 0.52% New
Daybright Advisory Services, Inc. history 9.87K $932.66K 0.22% New
Brand Asset Management Group, Inc. history 9.69K $924.33K 0.20% New
Stratos Wealth Partners, LTD. history 9.67K $922.74K 0.01% New
Wealthfront Advisers LLC history 9.66K $922.43K 0.00% New
Boston Standard Wealth Management, LLC history 9.64K $912.10K 0.13% New
Adams Wealth Management history 9.53K $909.07K 0.17% New
CacheTech Inc. history 9.53K $909.07K 0.15% New
Wealth Enhancement Trust Services, Inc. history 10.74K $908.95K 0.12% New
Blue Trust, Inc. history 9.46K $903.09K 0.01% New
Stokes Family Office, LLC history 9.44K $901.23K 0.10% New
PFG Advisors history 9.38K $895.45K 0.04% New
Clare Market Investments LLC history 9.36K $892.84K 0.16% New
Naviter Wealth, LLC history 9.31K $888.74K 0.08% New
Legacies Wealth LLC history 9.27K $884.82K 0.48% New
Clearstead Trust, LLC history 9.25K $883.11K 0.12% New
Integrity Wealth Solutions LLC history 9.23K $881.15K 0.33% New
RITHOLTZ WEALTH MANAGEMENT history 9.16K $874.03K 0.01% New
DMC Group, LLC history 9.00K $858.96K 0.59% New
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC history 8.99K $858.44K 0.21% New
Platform Wealth Management, LLC history 8.98K $857.05K 0.31% New
Snider Financial Group history 8.87K $846.94K 0.22% New
PRIVATE TRUST CO NA history 8.84K $843.88K 0.07% New
AlTi Global, Inc. history 8.82K $841.46K 0.02% New
Courage Miller Partners, LLC history 8.79K $838.44K 0.22% New
Confluence Wealth Services, Inc. history 8.63K $823.98K 0.02% New
WEALTH EFFECTS LLC history 8.59K $819.85K 0.22% New
CFS Investment Advisory Services, LLC history 8.56K $810.71K 0.05% New
LJI Wealth Management, LLC history 8.44K $805.39K 0.11% New
Evanson Financial, LLC history 8.43K $804.77K 0.04% New
Icon Wealth Advisors, LLC history 8.43K $804.14K 0.05% New
Hutchens & Kramer Investment Management Group, LLC history 8.35K $797.12K 0.21% New
Cherry Tree Wealth Management, LLC history 8.32K $793.74K 0.15% New
Equity Wealth Partners, LLC history 8.29K $791.67K 0.28% New
UNIQUE WEALTH, LLC history 8.28K $789.77K 0.09% New
Ballast Financial Advisors LLC history 8.26K $788.05K 0.71% New
Pine Valley Investments Ltd Liability Co history 8.25K $787.81K 0.04% New
HUNTINGTON NATIONAL BANK history 8.22K $784.13K 0.00% New
Fermata Advisors, LLC history 8.19K $781.33K 0.16% New
Sigma Planning Corp history 8.08K $771.40K 0.02% New
ARS Investment Partners, LLC history 8.06K $769.72K 0.03% New
ALPINE WOODS CAPITAL INVESTORS, LLC history 8.00K $763.52K 0.17% New
J.E. Simmons & Co., P.C. history 7.96K $759.23K 0.43% New
CAHILL FINANCIAL ADVISORS INC history 7.94K $757.66K 0.07% New
Biltmore Family Office, LLC history 7.91K $754.74K 0.10% New
Sara-Bay Financial history 7.89K $752.76K 0.20% New
Cassilly Financial Group LLC history 7.73K $738.04K 0.54% New
Venture Visionary Partners LLC history 7.72K $736.91K 0.03% New
Columbus Macro, LLC history 7.58K $723.24K 0.07% New
Valeo Financial Advisors, LLC history 7.54K $719.17K 0.02% New
HANTZ FINANCIAL SERVICES, INC. history 7.46K $712.00K 0.01% New
Nuveen, LLC history 7.38K $704.06K 0.00% New
Bouvel Investment Partners, LLC history 7.33K $699.19K 0.16% New
STAR Financial Bank history 7.31K $697.48K 0.28% New
SUSQUEHANNA INTERNATIONAL GROUP, LLP history 7.30K $696.71K 0.00% New
Mayflower Financial Advisors, LLC history 7.29K $695.56K 0.06% New
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. history 7.27K $694.23K 0.05% New
Pallas Capital Advisors LLC history 7.23K $690.32K 0.02% New
Essential Planning, LLC. history 7.21K $688.50K 0.20% New
Madison Park Capital Advisors, LLC history 7.20K $686.72K 0.49% New
Karras Company, Inc. history 7.18K $684.91K 0.62% New
CLIENT 1ST ADVISORY GROUP, LLC history 7.17K $684.59K 0.18% New
WATERSHED PRIVATE WEALTH LLC history 7.16K $683.06K 0.19% New
TRUEFG, LLC history 7.07K $674.66K 0.16% New
TRUE BLUE FINANCIAL, LLC history 7.01K $668.65K 0.28% New
INDEPENDENT FINANCIAL GROUP, LLC history 6.98K $666.17K 0.01% New
Signal Advisors Wealth, LLC history 6.92K $660.74K 0.03% New
IFP Advisors, Inc history 6.87K $655.20K 0.01% New
Legacy Advisors, LLC history 6.81K $649.95K 0.06% New
Hoxton Planning & Management, LLC history 6.76K $644.79K 0.17% New
Atlas Private Wealth Advisors history 6.74K $643.27K 0.14% New
ELEVATION POINT WEALTH PARTNERS, LLC history 6.73K $642.31K 0.01% New
UMB Bank, n.a. history 6.69K $638.78K 0.01% New
KOM Wealth Management Group, LLC history 6.54K $624.27K 0.38% New
Sound Stewardship, LLC history 6.54K $624.16K 0.26% New
Vantus Wealth LLC history 6.48K $618.57K 0.33% New
HighPoint Advisor Group LLC history 6.46K $617.01K 0.02% New
William Mack & Associates, Inc. history 6.33K $603.85K 0.21% New
Traynor Capital Management, Inc. history 6.30K $601.55K 0.05% New
JACOBSON & SCHMITT ADVISORS, LLC history 6.28K $598.98K 0.10% New
OpenArc Corporate Advisory, LLC history 6.26K $597.79K 0.01% New
Verdence Capital Advisors LLC history 6.21K $592.65K 0.03% New
Kestra Investment Management, LLC history 6.16K $588.10K 0.01% New
Ashton Thomas Private Wealth, LLC history 6.12K $583.81K 0.01% New
NATIONS FINANCIAL GROUP INC, /IA/ /ADV history 6.12K $583.62K 0.03% New
Benchmark Financial Wealth Advisors, LLC history 6.09K $581.48K 0.15% New
MARIPAU WEALTH MANAGEMENT LLC history 6.07K $579.51K 0.21% New
Merit Financial Group, LLC history 6.07K $579.20K 0.00% New
LAKE STREET PRIVATE WEALTH, LLC history 6.03K $575.46K 0.07% New
Aegis Wealth Management LLC history 6.00K $572.64K 0.27% New
Regal Investment Advisors LLC history 5.96K $568.90K 0.03% New
Sovereign Financial Group, Inc. history 5.95K $567.50K 0.09% New
Private Capital Management, LLC history 5.84K $557.37K 0.05% New
Fairway Wealth LLC history 5.84K $557.31K 0.13% New
ZEGA Investments, LLC history 5.82K $555.08K 0.18% New
TECTONIC ADVISORS LLC history 5.80K $553.71K 0.03% New
Selective Wealth Management, Inc. history 5.93K $552.14K 0.14% New
Indivisible Partners history 5.78K $551.72K 0.03% New
Urban Wealth Management, LLC history 5.77K $550.78K 0.48% New
Beirne Wealth Consulting Services, LLC history 5.75K $549.63K 0.11% New
Sharper & Granite LLC history 5.74K $547.44K 0.17% New
MBL Wealth, LLC history 5.73K $547.19K 0.04% New
RPG Investment Advisory, LLC history 5.72K $545.73K 0.06% New
Valpey Financial Services, LLC history 5.71K $545.10K 0.33% New
Ausdal Financial Partners, Inc. history 5.70K $543.63K 0.02% New
LEVEL FOUR ADVISORY SERVICES, LLC history 5.69K $543.04K 0.01% New
ROMANO BROTHERS AND COMPANY history 5.64K $538.09K 0.05% New
UNIVEST FINANCIAL Corp history 5.63K $536.98K 0.03% New
BURLING WEALTH PARTNERS, LLC history 5.62K $536.80K 0.08% New
Westmount Partners, LLC history 5.56K $530.97K 0.15% New
Advisor Resource Council history 5.51K $530.24K 0.21% New
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME history 5.53K $527.78K 0.00% New
Facet Wealth, Inc. history 5.52K $526.92K 0.01% New
Strathmore Capital Advisors, Inc. history 5.57K $526.47K 0.14% New
Portside Wealth Group, LLC history 5.48K $523.18K 0.06% New
Wealth Management Associates, Inc. history 5.45K $520.09K 0.14% New
WOLFF WIESE MAGANA LLC history 5.44K $519.10K 0.24% New
55 North Private Wealth, LLC history 5.42K $517.69K 0.10% New
NOVUS ADVISORS, LLC history 5.42K $517.48K 1.08% New
Linscomb Wealth, Inc. history 5.41K $516.67K 0.02% New
Continuum Advisory, LLC history 5.41K $516.18K 0.04% New
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC history 5.46K $515.42K 0.03% New
Thrive Wealth Management, LLC history 5.39K $514.42K 0.07% New
Good Harbor Advisors, Inc. history 5.39K $514.13K 0.50% New
Smartleaf Asset Management LLC history 5.42K $513.38K 0.02% New
Pure Financial Advisors, LLC history 5.36K $511.77K 0.01% New
Moors & Cabot, Inc. history 5.36K $511.65K 0.02% New
HARBOR INVESTMENT ADVISORY, LLC history 5.36K $511.41K 0.04% New
CONTINENTAL INVESTORS SERVICES, INC. history 5.28K $510.37K 0.40% New
Summit Wealth Group, LLC history 5.32K $507.64K 0.10% New
Raleigh Capital Management Inc. history 5.27K $502.98K 0.16% New
WEALTH ALLIANCE, LLC history 5.27K $502.84K 0.04% New
Glenview Trust Co history 5.79K $501.99K 0.01% New
INSIGNEO ADVISORY SERVICES, LLC history 5.24K $500.28K 0.02% New
AAF Wealth Management, LLC history 5.24K $499.76K 0.18% New
SILVER OAK SECURITIES, INCORPORATED history 5.21K $496.88K 0.03% New
Everstar Asset Management, LLC history 5.19K $495.05K 0.24% New
Liberty Capital Management, Inc. history 5.16K $492.38K 0.09% New
Pinnacle Wealth Management Group, Inc. history 5.15K $491.52K 0.23% New
Financial Engines Advisors L.L.C. history 5.14K $490.94K 0.00% New
Koshinski Asset Management, Inc. history 5.13K $489.18K 0.03% New
Franklin Resources history 5.12K $489.13K 0.00% Hold
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC history 5.04K $487.46K 0.29% New
Obermeyer Wealth Partners history 5.09K $485.98K 0.02% New
Ameritas Advisory Services, LLC history 5.08K $485.17K 0.01% New
PRELUDE CAPITAL MANAGEMENT, LLC history 5.04K $481.02K 0.04% New
Sovran Advisors, LLC history 5.22K $480.56K 0.04% New
Aspiring Ventures, LLC history 5.00K $477.20K 0.45% New
COGENT STRATEGIC WEALTH LLC history 4.96K $473.67K 0.45% New
Next Capital Management LLC history 4.96K $473.57K 0.13% New
DAGCO, INC. history 4.95K $472.15K 0.09% New
Tenon Financial LLC history 4.92K $470.04K 0.15% New
KWB Wealth history 4.91K $468.60K 0.04% New
Bison Wealth, LLC history 4.80K $461.78K 0.04% New
Planning Center, Inc. history 4.82K $460.21K 0.04% New
Modera Wealth Management, LLC history 4.82K $459.54K 0.01% New
B. Riley Wealth Advisors, Inc. history 4.83K $457.31K 0.04% New
Strid Group, LLC history 4.72K $450.10K 0.05% New
Spectrum Strategic Capital Management, LLC history 4.66K $445.13K 0.22% New
PUREfi Wealth, LLC history 4.64K $443.13K 0.24% New
VestGen Advisors, LLC history 4.64K $442.75K 0.01% New
Advisor OS, LLC history 4.64K $442.63K 0.03% New
Tranquility Partners, LLC history 4.61K $439.88K 0.15% New
HOWE & RUSLING INC history 4.61K $439.86K 0.03% New
ForthRight Wealth Management, LLC history 4.59K $438.17K 0.11% New
TFC Financial Management, Inc. history 4.59K $437.73K 0.05% New
Wealthcare Capital Partners, LLC history 4.58K $437.30K 0.18% New
BlackDiamond Wealth Management, LLC history 4.47K $433.48K 0.17% New
AlphaStar Capital Management, LLC history 4.52K $431.39K 0.03% New
Sage Mountain Advisors LLC history 4.51K $430.05K 0.03% New
Accredited Investors Inc. history 4.49K $428.55K 0.02% New
Intelligence Driven Advisers, LLC history 4.48K $427.95K 0.07% New
Riverbend Wealth Management, LLC history 4.48K $427.20K 0.23% New
Able Wealth Management LLC history 4.47K $426.76K 0.10% New
Claro Advisors Inc. history 4.45K $424.53K 0.04% New
True North Advisors, LLC history 4.44K $423.86K 0.04% New
FOUNDATIONS INVESTMENT ADVISORS, LLC history 4.39K $418.93K 0.00% New
Colorado Capital Management, Inc. history 4.36K $417.00K 0.14% New
Vision Retirement, LLC history 4.37K $416.65K 0.10% New
Quotient Wealth Partners, LLC history 4.36K $416.42K 0.01% New
M3 Advisory Group, LLC history 4.36K $416.20K 0.22% New
Marex Group Ltd history 4.35K $415.36K 0.01% New
McGlone Suttner Wealth Management, Inc. history 4.33K $413.66K 0.05% New
waypoint wealth counsel history 4.31K $411.73K 0.27% New
LAUREL OAK WEALTH MANAGEMENT, LLC history 4.30K $410.49K 0.06% New
Citadel Advisors history 4.30K $410.39K 0.00% Reduce
JDH Wealth Management, LLC history 4.28K $408.77K 0.25% New
CIBC Bancorp USA Inc. history 4.28K $408.01K 0.00% New
MJP ASSOCIATES INC /ADV history 4.25K $406.07K 0.04% New
Ballentine Partners, LLC history 4.25K $405.84K 0.01% New
Curi Capital, LLC history 4.22K $403.04K 0.01% New
SILVERLAKE WEALTH MANAGEMENT LLC history 4.18K $399.27K 0.08% New
BIP Wealth, LLC history 4.17K $397.54K 0.01% New
CoreCap Advisors, LLC history 4.16K $396.65K 0.01% New
STEPHENS INC /AR/ history 4.15K $396.46K 0.00% New
DUNCKER STREETT & CO INC history 4.14K $395.44K 0.07% New
CALTON & ASSOCIATES, INC. history 4.12K $393.50K 0.06% New
Roof Eidam Maycock Peralta, LLC history 4.12K $393.35K 0.08% New
May Hill Capital, LLC history 4.11K $391.76K 0.08% New
TPG Advisors LLC history 4.08K $388.99K 0.21% New
Beckerman Institutional, LLC history 4.07K $388.81K 0.18% New
LFG Wealth Partners, LLC history 4.04K $386.04K 0.18% New
LANARK FINANCIAL, INC. history 4.03K $384.82K 0.03% New
Evernest Financial Advisors, LLC history 4.01K $383.10K 0.08% New
Impact Partnership Wealth, LLC history 3.99K $380.90K 0.04% New
Russell Investments Group, Ltd. history 3.99K $380.62K 0.00% New
BIRCHBROOK, INC. history 3.99K $380.52K 0.18% New
GDS Wealth Management history 3.98K $379.66K 0.02% New
REGIONS FINANCIAL CORP history 3.97K $379.09K 0.00% New
Spartan Wealth Advisory Services LLC history 3.96K $378.42K 0.03% New
Aspect Partners, LLC history 3.96K $377.66K 0.14% New
ATLas Financial Planning LLC history 3.96K $377.56K 0.31% New
RAM Investment Partners, LLC history 3.96K $377.46K 0.06% New
FSA Advisors, Inc. history 3.93K $375.18K 0.17% New
Capital Investment Advisory Services, LLC history 3.91K $372.98K 0.02% New
KILEY JUERGENS WEALTH MANAGEMENT, LLC history 3.90K $372.22K 0.06% New
Tactive Advisors, LLC history 3.89K $371.64K 0.09% New
American Financial Advisors, LLC history 3.89K $371.21K 0.04% New
Summit Investment Advisory Services, LLC history 3.85K $367.25K 0.09% New
Perigon Wealth Management, LLC history 3.85K $367.24K 0.01% New
SHP Wealth Management history 3.82K $364.88K 0.03% New
Kaufman Rossin Wealth, LLC history 3.84K $363.82K 0.17% New
Talon Private Wealth, LLC history 3.81K $363.82K 0.04% New
Security Financial Services, INC. history 3.81K $363.72K 0.05% New
SIMA Wealth Partners, LLC history 3.80K $362.67K 0.26% New
CENTRAL TRUST Co history 3.79K $361.24K 0.01% New
Main Street Financial Solutions, LLC history 3.78K $361.00K 0.03% New
Fi3 FINANCIAL ADVISORS, LLC history 4.35K $360.37K 0.09% New
Financial Architects, LLC history 3.77K $359.81K 0.17% New
TRANSCEND CAPITAL ADVISORS, LLC history 3.76K $358.91K 0.02% New
ENZI WEALTH history 3.79K $358.67K 0.11% New
Rossby Financial, LCC history 3.74K $356.79K 0.07% New
Blue Water Asset Management history 3.72K $355.34K 0.12% New
ACCESS FINANCIAL SERVICES, INC. history 3.70K $353.54K 0.12% New
Capital Advisors, Ltd. LLC history 3.70K $353.00K 0.04% New
Strategic Investment Solutions, Inc. /IL history 3.66K $349.14K 0.08% New
Keystone Financial Group history 3.61K $344.79K 0.02% New
BlueStem Wealth Partners, LLC history 3.55K $338.63K 0.03% New
Total Clarity Wealth Management, Inc. history 3.55K $338.62K 0.07% New
STERLING INVESTMENT ADVISORS LLC /ADV history 3.49K $333.32K 0.15% New
CVFG LLC history 3.49K $333.28K 0.04% New
LIBRA WEALTH LLC history 3.48K $332.61K 0.09% New
Alpine Global Management, LLC history 3.48K $332.42K 0.06% New
Squarepoint Ops LLC history 3.48K $332.04K 0.00% New
Park State Asset Management history 3.46K $330.66K 0.32% New
COOPER/HAIMS ADVISORS, LLC history 3.40K $324.72K 0.14% New
Bravias Capital Group, LLC history 3.37K $321.35K 0.19% New
Princeton Global Asset Management LLC history 3.34K $318.38K 0.05% New
Apella Capital, LLC history 3.36K $317.51K 0.01% New
Beacon Financial Advisory LLC history 3.31K $315.81K 0.06% New
First Heartland Consultants, Inc. history 3.29K $313.52K 0.02% New
Graves Light Lenhart Wealth, Inc. history 3.25K $310.56K 0.03% New
Williams Jones Wealth Management, LLC. history 3.24K $309.23K 0.00% New
Dorsey & Whitney Trust CO LLC history 3.24K $308.84K 0.01% New
Atomic Invest LLC history 3.25K $307.87K 0.03% New
Seascape Capital Management history 3.22K $307.00K 0.07% New
CREATIVE FINANCIAL DESIGNS INC /ADV history 3.21K $306.66K 0.01% New
Helium Advisors LLC history 3.20K $305.06K 0.25% New
Certified Advisory Corp history 3.18K $303.50K 0.02% New
Stratos Investment Management, LLC history 3.17K $303.01K 0.01% New
DAVENPORT & Co LLC history 3.17K $302.55K 0.00% New
TritonPoint Partners, LLC history 3.14K $299.78K 0.03% New
Sonoma Private Wealth LLC history 3.14K $299.68K 0.32% New
Rialto Wealth Management, LLC history 3.13K $298.92K 0.06% New
SAPIENT CAPITAL LLC history 3.13K $298.73K 0.00% New
Beacon Bank & Trust history 3.13K $298.44K 0.06% New
Veracity Capital LLC history 3.11K $296.79K 0.08% New
Dakota Wealth Management history 3.09K $294.62K 0.01% New
Drucker Wealth 3.0, LLC history 3.08K $294.46K 0.05% New
TCI Wealth Advisors, Inc. history 3.06K $292.49K 0.01% New
Conservest Capital Advisors, Inc. history 3.04K $290.20K 0.02% New
LEE DANNER & BASS INC history 3.04K $289.66K 0.02% New
SHUFRO ROSE & CO LLC history 3.02K $288.71K 0.02% New
Lakeshore Financial Planning, Inc. history 3.02K $288.61K 0.09% New
Sanchez Levi Garrett history 3.02K $288.41K 0.16% New
MEANS INVESTMENT CO., INC. history 3.02K $287.81K 0.02% New
Marshall Financial Group, LLC history 3.01K $287.06K 0.04% New
BARTLETT & CO. WEALTH MANAGEMENT LLC history 3.00K $286.32K 0.00% New
Red Mountain Financial, LLC history 3.00K $286.16K 0.24% New
LPWM LLC history 2.99K $285.08K 0.06% New
HAZLETT, BURT & WATSON, INC. history 2.99K $285.00K 0.08% New
Hobbs Group Advisors, LLC history 2.95K $281.67K 0.07% New
JIM SAULNIER & ASSOCIATES, LLC history 2.94K $281.07K 0.11% New
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. history 2.93K $279.45K 0.02% New
Kovack Advisors, Inc. history 2.96K $279.28K 0.01% New
Cooper Financial Group history 2.91K $277.69K 0.02% New
Cape Investment Advisory, Inc. history 2.89K $276.11K 0.07% New
EPG Wealth Management LLC history 2.85K $272.43K 0.07% New
Compound Planning, Inc. history 2.84K $270.72K 0.01% New
First Fiduciary Investment Counsel, Inc. history 2.82K $270.00K 0.05% New
Magnus Financial Group LLC history 2.77K $264.27K 0.02% New
Bedel Financial Consulting, Inc. history 2.77K $264.09K 0.04% New
Polaris Investment Advisors, LLC history 2.76K $263.70K 0.17% New
Capital Advisors Wealth Management, LLC history 2.74K $261.42K 0.03% New
NewEdge Wealth, LLC history 2.74K $261.17K 0.00% New
VANGUARD ADVISERS INC history 2.73K $260.46K 0.00% New
Capital Group Private Client Services, Inc. history 2.72K $259.32K 0.00% New
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC history 2.70K $257.50K 0.03% New
Wellington Shields & Co., LLC history 2.67K $254.82K 0.06% New
Baker Avenue Asset Management, LP history 2.65K $252.44K 0.01% New
Invera Wealth Advisors, LLC history 2.65K $252.44K 0.14% New
CORA CAPITAL ADVISORS LLC history 2.63K $251.20K 0.07% New
XTX Topco Ltd history 2.63K $251.01K 0.00% New
Wilkins Miller Wealth Management, LLC history 2.63K $250.96K 0.14% New
RFP Financial Group LLC history 2.62K $250.56K 0.11% New
Aaron Wealth Advisors LLC history 2.59K $247.65K 0.01% New
Inlight Wealth Management, LLC history 2.59K $247.57K 0.08% New
INVESTED ADVISORS history 2.58K $246.04K 0.22% New
LIBERTY WEALTH MANAGEMENT LLC history 2.83K $245.01K 0.03% New
Parkway Wealth Management Group, LLC history 2.56K $244.23K 0.03% New
Empower Advisory Group, LLC history 2.55K $243.47K 0.00% New
Meeder Advisory Services, Inc. history 2.54K $242.04K 0.01% New
Embree Financial Group history 2.53K $241.14K 0.03% New
American State Bank (Iowa) history 2.52K $240.99K 0.10% New
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC history 2.52K $240.51K 0.03% New
Trust Point Inc. history 2.51K $239.94K 0.02% New
National Wealth Management Group, LLC history 2.50K $238.73K 0.07% New
Raab & Moskowitz Asset Management LLC history 2.49K $237.26K 0.05% New
Godfrey Financial Associates, Inc. history 2.47K $235.42K 0.18% New
Commonwealth Retirement Investments LLC history 2.44K $232.97K 0.06% New
ELEMENT POINTE ADVISORS, LLC history 2.44K $232.68K 0.04% New
Christensen, King & Associates Investment Services, Inc. history 2.41K $230.28K 0.09% New
Capital Investment Counsel, LLC history 2.41K $230.11K 0.03% New
IEQ CAPITAL, LLC history 2.41K $229.88K 0.00% New
GREENWOOD GEARHART LLC history 2.40K $228.93K 0.01% New
BridgePort Financial Solutions, LLC history 2.40K $228.69K 0.06% New
Falcon Wealth Planning history 2.38K $227.53K 0.01% New
Abacus Planning Group, Inc. history 2.37K $226.09K 0.03% New
Forza Wealth Management, LLC history 2.34K $223.71K 0.07% New
CLEAR INVESTMENT RESEARCH, LLC history 2.32K $221.57K 0.34% New
W.G. Shaheen & Associates DBA Whitney & Co history 2.31K $220.56K 0.02% New
Plan Group Financial, LLC history 2.27K $216.64K 0.04% New
Alesco Advisors, LLC, An ESL Co history 2.27K $216.17K 0.01% New
Maridea Wealth Management LLC history 2.25K $215.12K 0.02% New
Opus Financial Solutions LLC history 2.25K $215.12K 0.17% New
TD Waterhouse Canada Inc. history 2.27K $214.63K 0.00% New
Busey Bank history 2.24K $213.88K 0.01% New
UPTICK PARTNERS, LLC history 2.24K $213.86K 0.03% New
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co history 2.68K $213.73K 0.12% New
Wise Wealth Partners history 2.23K $212.43K 0.36% New
MidFirst Bank history 2.23K $212.35K 0.01% New
Onyx Bridge Wealth Group LLC history 2.22K $212.22K 0.02% New
Klaas Financial Asset Advisors, LLC history 2.22K $211.50K 0.03% New
Holos Integrated Wealth LLC history 2.24K $211.41K 0.10% New
Dynamic Advisor Solutions LLC history 2.21K $211.24K 0.01% New
Harbor Group, Inc. history 2.20K $209.61K 0.03% New
BOOTHBAY FUND MANAGEMENT, LLC history 2.18K $208.06K 0.00% New
Forum Financial Management, LP history 2.17K $207.50K 0.00% New
Accurate Wealth Management, LLC history 2.17K $206.95K 0.02% New
ATLANTIC FAMILY WEALTH, LLC history 2.14K $204.43K 0.13% New
Larson Financial Group LLC history 2.14K $203.90K 0.01% New
Madrona Financial Services, LLC history 2.13K $203.19K 0.04% New
Wealthquest Corp history 2.12K $202.62K 0.01% New
SILVERCREST ASSET MANAGEMENT GROUP LLC history 2.12K $202.05K 0.00% New
Independence Financial Advisors, LLC history 2.11K $201.51K 0.05% New
Tacita Capital Inc history 2.10K $200.52K 0.11% New
Key FInancial Inc history 2.05K $195.94K 0.03% New
Torren Management, LLC history 2.04K $194.85K 0.10% New
CoreFirst Bank & Trust history 2.03K $194.12K 0.10% New
Delos Wealth Advisors, LLC history 1.96K $186.87K 0.10% New
AMERIFLEX GROUP, INC. history 1.93K $184.09K 0.07% New
DT Investment Partners, LLC history 1.89K $180.19K 0.01% New
Operose Advisors LLC history 1.86K $177.33K 0.03% New
IMA Advisory Services, Inc. history 1.70K $162.25K 0.01% New
TD PRIVATE CLIENT WEALTH LLC history 1.58K $150.99K 0.00% New
Glen Eagle Advisors, LLC history 1.55K $148.41K 0.02% New
NATIONAL BANK OF CANADA /FI/ history 1.52K $144.97K 0.00% New
HHM Wealth Advisors, LLC history 1.49K $141.73K 0.01% New
Comprehensive Financial Planning, Inc./PA history 1.42K $135.36K 0.07% New
Addison Advisors LLC history 1.39K $132.95K 0.06% New
TUCKER ASSET MANAGEMENT LLC history 1.37K $130.37K 0.03% New
Main Street Group, LTD history 1.34K $128.37K 0.03% New
CVA Family Office, LLC history 1.32K $126.36K 0.01% New
FIDUCIARY FINANCIAL ADVISORS history 1.24K $118.29K 0.01% New
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA history 1.23K $117.68K 0.00% New
Global Trust Asset Management, LLC history 1.20K $114.15K 0.04% New
BROWN, LISLE/CUMMINGS, INC. history 1.12K $107.28K 0.02% New
Cornerstone Planning Group LLC history 1.09K $103.25K 0.01% New
ESL Trust Services, LLC history 1.06K $100.88K 0.02% New
Private Wealth Management Group, LLC history 1.00K $95.44K 0.02% New
GHP Investment Advisors, Inc. history 991 $94.58K 0.00% New
Federation des caisses Desjardins du Quebec history 927 $88.47K 0.00% New
Breakwater Investment Management history 910 $86.85K 0.03% New
Colonial Trust Co / SC history 907 $86.56K 0.01% New
Ball & Co Wealth Management Inc. history 910 $86.00K 0.06% New
Bank Julius Baer & Co. Ltd, Zurich history 890 $84.94K 0.00% New
Synergy Investment Management, LLC history 877 $83.74K 0.02% New
Aventura Private Wealth, LLC history 834 $79.60K 0.02% New
Cranbrook Wealth Management, LLC history 824 $78.64K 0.01% New
Quarry LP history 820 $78.26K 0.01% New
ROTHSCHILD INVESTMENT LLC history 795 $75.88K 0.00% New
Atlantic Edge Private Wealth Management, LLC history 785 $74.92K 0.02% New
FAS Wealth Partners, Inc. history 772 $73.64K 0.00% New
JFS WEALTH ADVISORS, LLC history 752 $71.77K 0.00% New
MeadowBrook Investment Advisors LLC history 725 $69.19K 0.06% New
Indiana Trust & Investment Management Co history 705 $67.28K 0.02% New
Oakworth Capital, Inc. history 710 $66.99K 0.00% New
BLUELINE ADVISORS LLC history 669 $63.85K 0.04% New
Bank of New Hampshire history 651 $62.13K 0.01% New
SOA Wealth Advisors, LLC. history 640 $61.08K 0.01% New
Wellington Grp LLC history 663 $57.44K 0.02% New
MORRIS FINANCIAL CONCEPTS, INC. history 600 $57.26K 0.02% New
Blume Capital Management, Inc. history 594 $56.69K 0.01% New
Financial Life Planners history 586 $55.91K 0.04% New
MCGUIRE CAPITAL ADVISORS INC history 576 $54.97K 0.03% New
TOMPKINS FINANCIAL CORP history 573 $54.69K 0.00% New
Abound Wealth Management history 568 $54.20K 0.01% New
TOTH FINANCIAL ADVISORY CORP history 550 $52.49K 0.01% New
Moisand Fitzgerald Tamayo, LLC history 547 $52.21K 0.01% New
Signature Equity Partners, LLC history 534 $50.92K 0.02% New
Mascoma Wealth Management LLC history 510 $48.67K 0.01% New
Heritage Wealth Advisors history 503 $48.03K 0.00% New
ST GERMAIN D J CO INC history 490 $46.77K 0.00% New
YANKCOM Partnership history 449 $42.85K 0.01% New
United Financial Planning Group LLC history 436 $41.61K 0.02% New
IAG Wealth Partners, LLC history 436 $41.61K 0.00% New
Avion Wealth history 426 $40.00K 0.01% New
MPWM ADVISORY SOLUTIONS, LLC history 415 $39.61K 0.02% New
Financial Perspectives, Inc history 410 $39.18K 0.01% New
MATRIX PRIVATE CAPITAL GROUP LLC history 407 $38.84K 0.02% New
Kingdom Financial Group LLC. history 404 $38.56K 0.01% New
Canton Hathaway, LLC history 389 $37.13K 0.01% New
Miller Capital Partners, Inc. history 385 $36.74K 0.01% New
MCDONALD PARTNERS LLC history 369 $35.22K 0.01% New
LFA - Lugano Financial Advisors SA history 369 $35.22K 0.02% New
HALBERT HARGROVE GLOBAL ADVISORS, LLC history 367 $35.03K 0.00% New
Strategic Wealth Advisors LLC history 416 $35.00K 0.03% New
StrongBox Wealth, LLC history 361 $34.45K 0.01% New
REAP Financial Group, LLC history 351 $33.50K 0.01% New
Luken Investment Analytics, LLC history 347 $33.12K 0.01% New
Medallion Wealth Advisors, LLC history 330 $31.50K 0.01% New
KELLEHER FINANCIAL ADVISORS history 321 $30.64K 0.01% New
Westside Investment Management, Inc. history 311 $29.71K 0.00% New
Gunpowder Capital Management, LLC dba Oliver Wealth Manageme history 305 $29.11K 0.02% New
Capital Investment Counsel, Inc history 300 $28.63K 0.00% New
LRI Investments, LLC history 288 $27.49K 0.00% New
Hamilton Point Investment Advisors, LLC history 284 $27.11K 0.00% New
Vanguard National Trust Co history 280 $26.72K 0.00% New
Plante Moran Financial Advisors, LLC history 279 $26.63K 0.00% New
Bogart Wealth, LLC history 276 $26.34K 0.00% New
Networth Advisors, LLC history 274 $26.19K 0.01% New
Retirement Wealth Solutions LLC history 254 $24.23K 0.01% New
FWL INVESTMENT MANAGEMENT, LLC history 251 $23.95K 0.00% New
VSM Wealth Advisory, LLC history 245 $23.38K 0.01% New
United Community Bank history 232 $22.14K 0.01% New
Silver Grove Financial Group, Inc. history 231 $22.05K 0.01% New
Founders Financial Alliance, LLC history 226 $21.57K 0.00% New
ARMSTRONG ADVISORY GROUP, INC history 222 $21.19K 0.00% New
Paladin Advisory Group, LLC history 218 $20.82K 0.01% New
Pinnacle Wealth Planning Services, Inc. history 210 $20.04K 0.00% New
Beaird Harris Wealth Management, LLC history 208 $19.85K 0.00% New
Oakmont Advisory Group, LLC history 208 $19.83K 0.02% New
West Branch Capital LLC history 203 $19.33K 0.00% New
Activest Wealth Management history 202 $19.28K 0.00% New
TSFG, LLC history 197 $19.00K 0.00% New
Hanson & Doremus Investment Management history 187 $18.00K 0.00% New
Rossmore Private Capital history 175 $16.70K 0.00% New
Strategic Wealth Partners, Ltd. history 173 $16.51K 0.00% New
TIAA Wealth Investment Management LLC history 171 $16.21K 0.00% New
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. history 166 $15.84K 0.01% New
GAMMA Investing LLC history 160 $15.27K 0.00% New
EVOLUTION WEALTH MANAGEMENT INC. history 160 $15.27K 0.01% New
Sachetta, LLC history 160 $15.24K 0.01% New
LifeSteps Financial, Inc. history 157 $14.98K 0.01% New
Triumph Capital Management history 154 $14.70K 0.00% New
Fortitude Family Office, LLC history 139 $13.22K 0.00% New
Timmons Wealth Management, LLC history 137 $13.03K 0.01% New
3Chopt Investment Partners, LLC history 136 $12.98K 0.00% New
Go Invest LLC history 133 $12.71K 0.00% New
Key Capital Management, INC history 127 $12.12K 0.01% New
Investors Research Corp history 123 $11.74K 0.00% New
Birchwood Financial Partners, Inc. history 123 $11.70K 0.01% New
Parkside Financial Bank & Trust history 122 $11.68K 0.00% New
Wellington Shields Capital Management, LLC history 120 $11.45K 0.00% New
Copia Wealth Management history 106 $10.12K 0.01% New
FINANCIAL CONSULATE, INC history 105 $10.05K 0.00% New
NFSG Corp history 105 $10.00K 0.00% New
Allspring Global Investments Holdings, LLC history 105 $9.96K 0.00% New
WPG Advisers, LLC history 100 $9.54K 0.01% New
Coston, McIsaac & Partners history 100 $9.00K 0.00% New
Independence Bank of Kentucky history 88 $8.40K 0.00% New
GGM Financial LLC history 86 $8.23K 0.00% New
WEST PACES ADVISORS INC. history 85 $8.13K 0.00% New
GW&K Investment Management, LLC history 79 $8.00K 0.00% New
Millstone Evans Group, LLC history 82 $7.83K 0.00% New
Colonial Trust Advisors history 80 $7.63K 0.00% New
Concord Wealth Partners history 79 $7.52K 0.00% New
RICHARDSON FINANCIAL SERVICES INC. history 78 $7.44K 0.00% New
Cassaday & Co Wealth Management LLC history 73 $6.97K 0.00% New
OXFORD FINANCIAL GROUP, LTD. LLC history 73 $6.97K 0.00% New
CARY STREET PARTNERS INVESTMENT ADVISORY LLC history 71 $6.78K 0.00% New
CAMBIENT FAMILY OFFICE, LLC history 56 $5.34K 0.00% New
Archer Investment Corp history 54 $5.12K 0.00% New
BESSEMER GROUP INC history 53 $5.00K 0.00% New
SJS Investment Consulting Inc. history 51 $4.87K 0.00% New
Atlantic Private Wealth, LLC history 49 $4.70K 0.00% New
WHITTIER TRUST CO OF NEVADA INC history 48 $4.54K 0.00% New
HighMark Wealth Management LLC history 46 $4.39K 0.00% New
Basepoint Wealth LLC history 46 $4.38K 0.00% New
Buck Wealth Strategies, LLC history 44 $4.17K 0.00% New
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. history 42 $4.01K 0.00% New
ATWOOD & PALMER INC history 36 $3.44K 0.00% New
VALLEY NATIONAL ADVISERS INC history 33 $3.15K 0.00% New
Orion Capital Management LLC history 32 $3.05K 0.00% New
Barnes Dennig Private Wealth Management LLC history 29 $2.77K 0.00% New
Versant Capital Management, Inc history 26 $2.48K 0.00% New
Trust Co history 26 $2.48K 0.00% New
SALEM INVESTMENT COUNSELORS INC history 25 $2.39K 0.00% New
Crewe Advisors LLC history 19 $1.81K 0.00% New
Wiser Advisor Group LLC history 19 $1.78K 0.00% New
Glassman Wealth Services history 16 $1.53K 0.00% New
Benson Wealth Management INC history 14 $1.34K 0.00% New
MV CAPITAL MANAGEMENT, INC. history 14 $1.21K 0.00% New
T. Rowe Price Associates history 12.50K $1.19K 0.00% Hold
Quent Capital, LLC history 12 $1.15K 0.00% New
Greykasell Wealth Strategies, Inc. history 11 $1.08K 0.00% New
Anchor Bay Capital, Inc. history 11 $1.07K 0.00% New
CKW FINANCIAL GROUP history 9 $1.00K 0.00% New
Tower Research Capital LLC (TRC) history 10 $954 0.00% New
Walsh & Associates, LLC history 8 $788 0.00% New
Kilter Group LLC history 4 $382 0.00% New
Richard W. Paul & Associates, LLC history 3 $286 0.00% New
Coppell Advisory Solutions LLC history 47.22K $10 0.00% New

Q1 2026 — 16 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 278.46M $24.13B 0.44% Reduce
Morgan Stanley history 13.26M $1.15B 0.07% Add
Bank of America Corp history 8.76M $759.26M 0.06% Add
UBS Group AG history 2.46M $213.48M 0.03% Add
Wells Fargo & Co history 1.98M $171.34M 0.03% Add
PNC Financial Services history 380.90K $33.00M 0.02% Reduce
Goldman Sachs Group history 284.68K $24.66M 0.00% Reduce
Fidelity Management & Research (FMR) history 145.19K $12.58M 0.00% Add
BNY Mellon history 108.82K $9.43M 0.00% Reduce
Northern Trust Corp history 40.29K $3.49M 0.00% Add
AQR Capital Management history 39.59K $3.43M 0.00% Add
Citadel Advisors history 36.80K $3.19M 0.00% New
Renaissance Technologies history 6.10K $528.50K 0.00% Add
Franklin Resources history 5.12K $444.03K 0.00% Hold
Citigroup Inc history 2.82K $244.15K 0.00% Add
T. Rowe Price Associates history 12.50K $1.08K 0.00% New

Q4 2025 — 16 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 290.38M $24.58B 0.44% Reduce
Morgan Stanley history 9.91M $839.03M 0.05% Add
Bank of America Corp history 8.22M $695.73M 0.05% Reduce
UBS Group AG history 2.05M $173.49M 0.03% Reduce
Wells Fargo & Co history 1.90M $160.82M 0.03% Add
Goldman Sachs Group history 1.09M $92.23M 0.01% Add
JPMorgan Chase & Co history 867.96K $73.46M 0.01% Add
PNC Financial Services history 396.14K $33.53M 0.02% Reduce
BNY Mellon history 135.56K $11.47M 0.00% Reduce
Fidelity Management & Research (FMR) history 129.64K $10.97M 0.00% Add
Northern Trust Corp history 38.02K $3.22M 0.00% Hold
AQR Capital Management history 25.41K $2.15M 0.00% Add
Franklin Resources history 5.12K $433.78K 0.00% Hold
Renaissance Technologies history 4.10K $347.02K 0.00% New
Vanguard Group history 3.51K $296.85K 0.00% Hold
Citigroup Inc history 2.77K $234.28K 0.00% Reduce

Q3 2025 — 15 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 294.26M $24.30B 0.45% Hold
Bank of America Corp history 8.44M $696.76M 0.05% Add
Morgan Stanley history 7.56M $624.53M 0.04% Add
UBS Group AG history 2.07M $171.35M 0.03% Reduce
Wells Fargo & Co history 1.87M $154.18M 0.03% Add
JPMorgan Chase & Co history 786.87K $64.98M 0.01% Reduce
PNC Financial Services history 405.52K $33.49M 0.02% Reduce
Goldman Sachs Group history 187.84K $15.51M 0.00% Add
BNY Mellon history 159.43K $13.17M 0.00% Hold
Fidelity Management & Research (FMR) history 116.55K $9.62M 0.00% Add
Northern Trust Corp history 38.03K $3.14M 0.00% Reduce
AQR Capital Management history 19.29K $1.59M 0.00% Add
Franklin Resources history 5.12K $423.22K 0.00% Reduce
Vanguard Group history 3.51K $290.15K 0.00% New
Citigroup Inc history 3.15K $260.21K 0.00% Add

Q2 2025 — 6 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 294.55M $22.77B 0.45% Add
Morgan Stanley history 7.25M $560.63M 0.04% Add
JPMorgan Chase & Co history 1.03M $79.90M 0.01% Reduce
Goldman Sachs Group history 100.73K $7.79M 0.00% Reduce
Fidelity Management & Research (FMR) history 93.24K $7.21M 0.00% Add
Renaissance Technologies history 25.10K $1.94M 0.00% Add

View all 1060 fund holders →

New Positions (Q3 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2026Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
Farther Finance Advisors, LLC 103.98K 92.96K — — — — —
FC Advisory LLC 88.65K 89.31K — — — — —
KFA Private Wealth Group, LLC 67.96K 67.28K — — — — —
Canandaigua National Trust Co of Florida 34.44K — — — — — —
Wealth Group Ltd 33.88K 34.02K — — — — —
COLLECTIVE FAMILY OFFICE LLC 29.80K 29.80K — — — — —
Wealth Enhancement Trust Services, Inc. 20.49K 10.74K — — — — —
CANANDAIGUA NATIONAL BANK & TRUST CO 19.62K 22.44K — — — — —
Factor Wealth Management LTD 17.92K 16.79K — — — — —
Cambridge Financial Group, LLC 16.29K 16.29K — — — — —
Byrne Asset Management LLC 13.73K 13.68K — — — — —
BOYUM WEALTH ARCHITECTS LLC 12.94K 13.05K — — — — —
Boston Standard Wealth Management, LLC 9.64K 9.64K — — — — —
Cassilly Financial Group LLC 7.73K 7.73K — — — — —
Venture Visionary Partners LLC 7.62K 7.72K — — — — —
Valeo Financial Advisors, LLC 7.25K 7.54K — — — — —
CoreCap Advisors, LLC 4.11K 4.16K — — — — —
Apella Capital, LLC 3.97K 3.36K — — — — —
Tactive Advisors, LLC 3.92K 3.89K — — — — —
First Heartland Consultants, Inc. 3.29K 3.29K — — — — —

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