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Alerian MLP ETF (AMLP)

CUSIP: 00162Q452 | NYSE | 1643 institutional holders

Quarters

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

Allen Investment Management, LLC4,904,023
2.9% of portfolio›$254.4M
Creative Planning2,195,668
0.1% of portfolio›$113.9M
US Bancorp \de\1,775,091
0.1% of portfolio›$92.1M
Commonwealth Equity Services, LLC871,610
0.1% of portfolio›$45.2M
Sumitomo Mitsui Trust Group, Inc.801,061
0.0% of portfolio›$41.6M
True Private Wealth Advisors565,210
2.5% of portfolio›$29.3M
School Employees Retirement Board of Ohio506,822
7.7% of portfolio›$26.3M
Aprio Wealth Management, LLC426,750
1.0% of portfolio›$22.1M
Choreo, LLC390,597
0.2% of portfolio›$20.3M
D.A. Davidson & Co.364,555
0.1% of portfolio›$18.9M
Wealth Enhancement Advisory Services, LLC362,715
0.0% of portfolio›$19.2M
Violich Capital Management, Inc.353,870
2.0% of portfolio›$18.4M
Cambridge Investment Research Advisors, Inc.349,952
0.1% of portfolio›$18.2M
RS Crum Inc.332,882
3.2% of portfolio›$17.3M
Thrivent Financial for Lutherans321,816
0.1% of portfolio›$16.7M
Searcy Financial Services Inc301,702
5.6% of portfolio›$15.6M
Tectonic Advisors LLC288,621
0.7% of portfolio›$15.0M
North Star Investment Management Corp.286,345
0.8% of portfolio›$14.9M
Kestra Advisory Services, LLC270,707
0.0% of portfolio›$14.0M
Vista Finance, LLC263,629
7.3% of portfolio›$13.7M
Summit Financial Wealth Advisors, LLC253,374
1.6% of portfolio›$13.1M
Davenport & Co LLC246,704
0.1% of portfolio›$12.8M
Legacy Financial Independent Advisors LLC246,344
6.3% of portfolio›$12.8M
Fortem Financial Group, LLC243,419
2.6% of portfolio›$12.6M
Csenge Advisory Group237,513
0.5% of portfolio›$12.3M
Citigroup Inc236,560
0.0% of portfolio›$12.3M
Williams Jones Wealth Management, Llc.227,550
0.1% of portfolio›$11.8M
Oak Harvest Investment Services214,898
1.0% of portfolio›$11.1M
Lido Advisors, LLC207,227
0.0% of portfolio›$10.7M
J.W. Cole Advisors, Inc.204,862
0.2% of portfolio›$10.6M
Prime Capital Investment Advisors, LLC196,839
0.1% of portfolio›$10.2M
Baldwin Wealth Partners LLC194,825
0.7% of portfolio›$10.1M
Sanders Morris Harris LLC193,900
1.4% of portfolio›$10.3M
Financial Management Network Inc184,780
1.4% of portfolio›$9.7M
Evergreen Capital Management LLC174,986
0.2% of portfolio›$9.1M
Brick & Kyle, Associates172,545
2.9% of portfolio›$8.9M
Shikiar Asset Management Inc165,825
3.5% of portfolio›$8.6M
Eagle Strategies LLC162,460
0.8% of portfolio›$8.4M
Truist Financial Corp155,414
0.0% of portfolio›$8.1M
5th Street Advisors, LLC149,298
3.1% of portfolio›$7.7M
Left Brain Wealth Management, LLC148,109
2.4% of portfolio›$7.7M
Concurrent Investment Advisors, LLC143,629
0.1% of portfolio›$7.5M
Ascentis Independent Advisors143,267
0.4% of portfolio›$7.4M
Lynx Capital Group LTD138,999
2.8% of portfolio›$7.2M
Ball & Co Wealth Management Inc.138,782
4.9% of portfolio›$7.2M
NTV Asset Management LLC135,827
0.7% of portfolio›$7.0M
Norden Group LLC125,496
0.5% of portfolio›$6.5M
Valen Private Capital, LLC122,860
2.0% of portfolio›$6.4M
Griffin Asset Management, Inc.119,085
0.7% of portfolio›$6.2M
Wealth Advisory Solutions, LLC117,803
1.3% of portfolio›$6.1M
Plan Group Financial, LLC116,543
1.2% of portfolio›$6.1M
Capital Advisors Wealth Management, LLC115,077
0.7% of portfolio›$6.0M
Haven Private, LLC114,631
2.3% of portfolio›$5.9M
Cyndeo Wealth Partners, LLC109,456
0.3% of portfolio›$5.7M
Mesirow Financial Investment Management, Inc.107,472
0.1% of portfolio›$5.6M
Prota Financial, LLC103,612
3.5% of portfolio›$5.4M
Fifth Third Bancorp102,374
0.0% of portfolio›$5.3M
Oppenheimer & Co Inc100,610
0.1% of portfolio›$5.2M
Carota Wealth Management95,487
4.2% of portfolio›$5.0M
White Pine Investment Co93,816
3.1% of portfolio›$4.9M
Salem Investment Counselors Inc93,497
0.1% of portfolio›$4.8M
Artesa Financial Group, LLC92,584
3.9% of portfolio›$4.8M
Verdence Capital Advisors LLC91,878
0.2% of portfolio›$4.8M
Sterling Investment Management, LLC90,359
2.5% of portfolio›$4.7M
AlphaCore Capital LLC90,353
0.1% of portfolio›$4.7M
Philadelphia Trust Co89,669
0.6% of portfolio›$4.7M
Moran Wealth Management, LLC87,318
0.1% of portfolio›$4.5M
Farther Finance Advisors, LLC86,125
0.0% of portfolio›$4.5M
Sacks & Associates, LLC85,792
3.1% of portfolio›$4.5M
Madison Park Capital Advisors, LLC85,489
2.8% of portfolio›$4.4M
Samalin Investment Counsel, LLC85,461
1.4% of portfolio›$4.4M
Lake Street Private Wealth, LLC85,180
0.5% of portfolio›$4.4M
Americana Partners, LLC84,082
0.1% of portfolio›$4.4M
Indivisible Partners82,854
0.2% of portfolio›$4.3M
Chicago Partners Investment Group LLC79,867
0.1% of portfolio›$4.2M
Integrated Advisors Network LLC79,311
0.2% of portfolio›$4.1M
Cowa, LLC76,162
1.0% of portfolio›$4.0M
Allen Capital Group, LLC75,845
0.3% of portfolio›$3.9M
Balefire, LLC75,321
0.6% of portfolio›$3.9M
Independent Financial Group, LLC74,849
0.1% of portfolio›$3.9M
Continental Advisors LLC74,723
1.7% of portfolio›$3.9M
TT Capital Management LLC74,565
2.8% of portfolio›$3.9M
Sigma Planning Corp73,976
0.1% of portfolio›$3.8M
TKG Advisors, LLC71,819
1.3% of portfolio›$3.7M
Nations Financial Group Inc,71,556
0.2% of portfolio›$3.7M
Compound Planning, Inc.70,609
0.1% of portfolio›$3.7M
Quartz Partners, LLC70,103
1.1% of portfolio›$3.6M
Smart Wealth LLC69,864
0.7% of portfolio›$3.6M
Hegarty Advisors, LLC69,656
2.2% of portfolio›$3.6M
SteelPeak Wealth, LLC68,667
0.1% of portfolio›$3.6M
Mills Wealth Advisors LLC66,263
1.1% of portfolio›$3.4M
IFP Advisors, Inc65,858
0.1% of portfolio›$3.4M
Mezzasalma Advisors, LLC65,418
0.7% of portfolio›$3.4M
Elevation Point Wealth Partners, LLC64,374
0.1% of portfolio›$3.3M
Perigon Wealth Management, LLC62,736
0.1% of portfolio›$3.3M
Asset One Wealth Management LLC62,556
0.3% of portfolio›$3.2M
FFG Retirement Advisors LLC60,804
1.7% of portfolio›$3.2M
G&S Capital LLC60,553
0.9% of portfolio›$3.1M
WealthBridge Capital Management, LLC59,125
0.6% of portfolio›$3.1M
Avidian Wealth Enterprises, LLC58,047
0.1% of portfolio›$3.0M
Park Avenue Securities LLC57,279
0.0% of portfolio›$3.0M
Greatmark Investment Partners, Inc.57,175
0.3% of portfolio›$3.0M
MGO One Seven LLC55,890
0.0% of portfolio›$2.9M
Congress Asset Management Co55,269
0.0% of portfolio›$2.9M
Forte Asset Management LLC54,894
1.1% of portfolio›$2.8M
Sculati Wealth Management, LLC53,796
0.9% of portfolio›$2.8M
Enclave Advisors LLC53,324
0.3% of portfolio›$2.8M
Brighton Jones LLC51,190
0.0% of portfolio›$2.7M
Pekin Hardy Strauss, Inc.49,701
0.2% of portfolio›$2.6M
Assetmark, Inc47,765
0.0% of portfolio›$2.5M
Heartwood Wealth Advisors LLC47,543
0.2% of portfolio›$2.5M
AXS Investments LLC47,426
0.2% of portfolio›$2.5M
Prevail Innovative Wealth Advisors, LLC45,545
0.3% of portfolio›$2.4M
Capstone Wealth Management Group, Inc.44,872
1.4% of portfolio›$2.3M
Apollon Wealth Management, LLC43,977
0.0% of portfolio›$2.3M
Resonant Capital Advisors, LLC43,528
0.1% of portfolio›$2.3M
Providence First Trust Co43,437
0.7% of portfolio›$2.3M
Blue Trust, Inc.43,142
0.0% of portfolio›$2.2M
HUB Investment Partners, LLC42,743
0.0% of portfolio›$2.2M
Ashton Thomas Private Wealth, LLC42,546
0.0% of portfolio›$2.2M
WP Advisors, LLC41,094
0.5% of portfolio›$2.1M
Dynamic Advisor Solutions LLC40,793
0.1% of portfolio›$2.1M
Barry Investment Advisors, LLC40,509
0.4% of portfolio›$2.1M
RFG Advisory, LLC40,275
0.0% of portfolio›$2.1M
Stillwater Wealth Management Group39,590
1.1% of portfolio›$2.1M
HCR Wealth Advisors39,308
0.2% of portfolio›$2.0M
Algorithmic Investment Models, LLC39,115
2.4% of portfolio›$2.0M
Riggs Asset Managment Co. Inc.38,880
0.4% of portfolio›$2.0M
Covenant Asset Management, LLC37,741
0.3% of portfolio›$2.0M
Private Trust Co NA37,556
0.2% of portfolio›$1.9M
Argos Wealth Advisors, LLC37,469
0.5% of portfolio›$1.9M
Rhodes Investment Advisors Inc37,050
1.4% of portfolio›$1.9M
Wakefield Asset Management Lllp34,736
0.4% of portfolio›$1.8M
71 West Capital Partners34,273
0.1% of portfolio›$1.8M
Aviance Capital Partners, LLC34,197
0.2% of portfolio›$1.8M
Vise Technologies, Inc.33,560
0.0% of portfolio›$1.7M
Kestra Private Wealth Services, LLC33,448
0.0% of portfolio›$1.7M
MBA Advisors LLC33,374
0.6% of portfolio›$1.7M
Evexia Wealth LLC33,201
0.5% of portfolio›$1.8M
Collar Capital Management, LLC32,553
1.0% of portfolio›$1.7M
Axxcess Wealth Management, LLC32,485
0.1% of portfolio›$1.7M
Greenspring Advisors, LLC32,370
0.1% of portfolio›$1.7M
CWA Asset Management Group, LLC32,123
0.0% of portfolio›$1.7M
Founders Financial Securities LLC32,104
0.1% of portfolio›$1.7M
Capital Advisors, Ltd. LLC31,439
0.7% of portfolio›$1.6M
RiverTree Advisors, LLC31,079
1.0% of portfolio›$1.6M
Lmcg Investments, LLC30,526
0.1% of portfolio›$1.6M
SAX Wealth Advisors, LLC30,347
0.0% of portfolio›$1.6M
Intesa Sanpaolo Wealth Management30,148
0.3% of portfolio›$1.6M
Peddock Capital Advisors, LLC30,078
0.3% of portfolio›$1.6M
Vigilare Wealth Management29,975
0.5% of portfolio›$1.6M
Daymark Wealth Partners, LLC29,910
0.0% of portfolio›$1.6M
BOS Asset Management, LLC29,850
0.4% of portfolio›$1.5M
Sowell Financial Services LLC29,478
0.0% of portfolio›$1.5M
Bank of New York Mellon Corp29,312
0.0% of portfolio›$1.5M
Wedbush Securities Inc29,195
0.1% of portfolio›$1.5M
Titleist Asset Management, LLC28,954
0.1% of portfolio›$1.5M
Robertson Stephens Wealth Management, LLC28,948
0.0% of portfolio›$1.5M
Total Wealth Planning & Management, Inc.28,796
1.1% of portfolio›$1.5M
Allen Wealth Management, LLC28,746
0.7% of portfolio›$1.5M
OAK Family Advisors, LLC28,198
0.4% of portfolio›$1.5M
Albion Financial Group28,068
0.1% of portfolio›$1.5M
Herbst Group, LLC27,825
0.8% of portfolio›$1.4M
Focus Financial Network, Inc.27,221
0.0% of portfolio›$1.4M
Strategy Asset Managers LLC27,137
0.2% of portfolio›$1.4M
Formidable Asset Management, LLC26,910
0.2% of portfolio›$1.4M
GoalVest Advisory LLC26,805
0.2% of portfolio›$1.4M
Cornerstone Wealth Management, LLC26,511
0.1% of portfolio›$1.4M
Puff Wealth Management, LLC26,457
1.3% of portfolio›$1.4M
Lynx Investment Advisory26,149
0.4% of portfolio›$1.4M
Lanark Financial, Inc.25,533
0.1% of portfolio›$1.3M
First Premier Bank25,080
1.2% of portfolio›$1.3M
Bullseye Investment Management, LLC24,991
0.6% of portfolio›$1.3M
Beirne Wealth Consulting Services, LLC24,696
0.3% of portfolio›$1.3M
Ables, Iannone, Moore & Associates, Inc.24,681
0.7% of portfolio›$1.3M
Guilbault Capital LLC24,056
1.2% of portfolio›$1.2M
Retirement Planning Group, LLC23,628
0.0% of portfolio›$572.1K
Legacy Advisors, LLC23,300
0.1% of portfolio›$1.2M
Fortress Financial Solutions, LLC23,207
1.0% of portfolio›$1.2M
Tcfg Investment Advisors, LLC23,193
0.4% of portfolio›$1.2M
International Assets Investment Management, LLC22,878
0.1% of portfolio›$1.2M
Granite Group Advisors, LLC22,593
0.7% of portfolio›$1.2M
Raab & Moskowitz Asset Management LLC22,534
0.2% of portfolio›$1.2M
Kingswood Wealth Advisors, LLC22,222
0.0% of portfolio›$1.2M
Fiduciary Financial Group, LLC21,983
0.1% of portfolio›$1.1M
Fullerton Advisors, LLC21,856
1.1% of portfolio›$1.1M
Westside Investment Management, Inc.21,430
0.1% of portfolio›$1.1M
Powell Investment Advisors, LLC21,264
0.4% of portfolio›$1.1M
Rudd Co d/b/a Styre Wealth20,761
1.1% of portfolio›$1.1M
Activest Wealth Management20,386
0.2% of portfolio›$1.1M
First Merchants Corp20,330
0.0% of portfolio›$1.1M
Aurora Private Wealth, Inc.20,111
1.3% of portfolio›$1.0M
Fourpath Capital Management, LLC20,006
0.1% of portfolio›$1.0M
J. Safra Sarasin Holding AG20,000
0.0% of portfolio›$1.0M
Auour Investments LLC19,818
0.3% of portfolio›$1.0M
Novem Group19,715
0.1% of portfolio›$1.0M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors19,617
0.1% of portfolio›$1.0M
Islay Capital Management, LLC18,794
0.5% of portfolio›$974.8K
Schuylkill Financial LLC18,281
0.9% of portfolio›$948.3K
Mattern Wealth Management LLC18,250
0.2% of portfolio›$946.6K
Nvwm, LLC17,861
0.2% of portfolio›$926.5K
Onyx Bridge Wealth Group LLC17,684
0.1% of portfolio›$917.3K
TMB Capital Partners, LLC17,679
0.3% of portfolio›$917.0K
Cypress Wealth Services, LLC17,077
0.1% of portfolio›$894.2K
Ashton Thomas Securities, LLC16,676
0.1% of portfolio›$865.0K
Ulland Investment Advisors, LLC16,280
1.7% of portfolio›$844.0K
WMG Financial Advisors, LLC16,167
0.3% of portfolio›$838.3K
Atria Investments, Inc16,149
0.0% of portfolio›$837.7K
Venture Visionary Partners LLC15,668
0.0% of portfolio›$812.7K
MassMutual Private Wealth & Trust, FSB15,656
0.0% of portfolio›$812.1K
Wealthcare Advisory Partners LLC15,552
0.0% of portfolio›$806.7K
HFG Wealth Management, LLC15,478
0.8% of portfolio›$802.5K
CPA Asset Management Group, LLC15,424
0.2% of portfolio›$800.0K
Retirement Financial Solutions, LLC15,210
0.2% of portfolio›$789.0K
Mainsail Asset Management, LLC15,136
0.3% of portfolio›$809.0K
Sound Financial Strategies Group, LLC15,071
0.5% of portfolio›$781.7K
Cordoba Advisory Partners LLC15,003
0.1% of portfolio›$778.2K
Heffernan Advisory, Inc14,859
0.5% of portfolio›$770.7K
Allspring Global Investments Holdings, LLC14,801
0.0% of portfolio›$773.5K
Trilogy Capital Inc.14,532
0.0% of portfolio›$753.8K
Jeppson Wealth Management, LLC14,361
0.2% of portfolio›$744.9K
Regions Financial Corp14,050
0.0% of portfolio›$728.8K
Meadowbrook Wealth Management, LLC13,833
0.8% of portfolio›$717.5K
FF Advisors,LLC13,754
0.3% of portfolio›$713.4K
Pinnacle Associates LTD13,693
0.0% of portfolio›$710.3K
Pinion Investment Advisors, LLC13,649
0.1% of portfolio›$708.0K
Rossby Financial, LCC13,608
0.1% of portfolio›$705.8K
Howard Wealth Management, LLC13,310
0.2% of portfolio›$690.4K
Endowment Wealth Management, Inc.13,129
0.2% of portfolio›$681.0K
Rockport Wealth LLC13,085
0.1% of portfolio›$678.7K
Consolidated Capital Management, LLC13,083
0.2% of portfolio›$678.6K
Texas Bank & Trust Co13,044
0.2% of portfolio›$676.6K
Burke & Herbert Bank & Trust Co12,975
0.2% of portfolio›$673.0K
Investment Partners, Ltd.12,774
0.1% of portfolio›$662.6K
Ballast Rock Private Wealth LLC12,759
0.3% of portfolio›$661.8K
Hofer & Associates. Inc12,706
0.5% of portfolio›$659.0K
RED Crane Wealth Management, LLC12,706
0.5% of portfolio›$659.0K
Sunbeam Capital Management, LLC12,261
0.3% of portfolio›$636.0K
Oregon Pacific Wealth Management, LLC12,242
0.6% of portfolio›$635.0K
Provenance Wealth Advisors, LLC12,128
0.0% of portfolio›$629.1K
Ddfg, Inc12,118
0.1% of portfolio›$628.6K
Hurley Capital, LLC12,082
0.3% of portfolio›$626.7K
Greenwood Capital Associates LLC11,865
0.1% of portfolio›$615.4K
Dumont & Blake Investment Advisors LLC11,837
0.2% of portfolio›$614.0K
J2 Capital Management Inc11,629
0.4% of portfolio›$603.2K
Meridian Wealth Management, LLC11,237
0.0% of portfolio›$582.8K
Patriot Financial Group Insurance Agency, LLC11,150
0.1% of portfolio›$578.4K
Edge Wealth Management LLC10,894
0.1% of portfolio›$565.5K
Hollow Brook Wealth Management LLC10,881
0.1% of portfolio›$564.4K
Wealth Effects LLC10,858
0.2% of portfolio›$563.2K
Waldron Private Wealth LLC10,847
0.0% of portfolio›$562.6K
Register Financial Advisors LLC10,788
0.2% of portfolio›$559.6K
Aspen Wealth Management LLC10,729
0.1% of portfolio›$556.5K
Kercheville Advisors, LLC10,675
0.2% of portfolio›$553.7K
Partners Wealth Management, LLC10,651
0.1% of portfolio›$552.5K
Castleview Partners, LLC10,603
0.2% of portfolio›$550.0K
Parallel Advisors, LLC10,588
0.0% of portfolio›$549.2K
Segment Wealth Management, LLC10,375
0.0% of portfolio›$538.2K
Abel Hall, LLC10,200
0.1% of portfolio›$529.1K
Patten & Patten Inc10,194
0.0% of portfolio›$528.8K
Ballew Advisors, Inc10,032
0.3% of portfolio›$528.1K
Saxon Interests, Inc.9,962
0.2% of portfolio›$516.7K
Beaumont Financial Advisors, LLC9,862
0.0% of portfolio›$511.5K
Walker Asset Management, LLC9,808
0.3% of portfolio›$508.7K
Advisory Advocates, LLC9,793
0.4% of portfolio›$508.0K
Arlington Financial Advisors, LLC9,500
0.1% of portfolio›$492.8K
Total Clarity Wealth Management, Inc.9,490
0.1% of portfolio›$492.2K
Glenview Trust Co9,416
0.0% of portfolio›$488.4K
Capital Investment Advisory Services, LLC9,297
0.0% of portfolio›$482.9K
Latitude Advisors, LLC9,239
0.1% of portfolio›$479.2K
Investment Planning Advisors, Inc.9,176
0.1% of portfolio›$476.0K
Opal Wealth Advisors, LLC9,151
0.1% of portfolio›$474.7K
Mcdonald Partners LLC9,000
0.1% of portfolio›$466.8K
Sapient Capital LLC8,949
0.0% of portfolio›$464.2K
StoneX Group Inc.8,941
0.0% of portfolio›$477.5K
Northwest Wealth Management, LLC8,591
0.1% of portfolio›$445.6K
Ergawealth Advisors, Inc.8,480
0.2% of portfolio›$439.9K
Brookstone Capital Management8,369
0.0% of portfolio›$434.1K
Imc-Chicago, LLC8,317
0.0% of portfolio›$431.4K
Summit Investment Advisory Services, LLC8,291
0.1% of portfolio›$430.0K
TME Financial, Inc.8,141
0.3% of portfolio›$422.3K
Mayfair Advisory Group, LLC8,079
0.1% of portfolio›$419.1K
Noesis Capital Mangement Corp8,020
0.0% of portfolio›$416.0K
Crusonia Wealth Advisors LLC8,009
0.1% of portfolio›$415.4K
Florida Trust Wealth Management Co8,000
0.0% of portfolio›$415.0K
Keudell ison Wealth Management7,892
0.1% of portfolio›$409.4K
BFI Infinity Ltd.7,795
0.2% of portfolio›$404.3K
Synergy Asset Management, LLC7,694
0.0% of portfolio›$399.1K
Integrity Advisory Solutions, LLC7,692
0.0% of portfolio›$399.0K
Ignite Planners, LLC7,481
0.1% of portfolio›$393.3K
J. L. Bainbridge & Co., Inc.7,439
0.0% of portfolio›$385.9K
Alpha Omega Wealth Management LLC7,349
0.1% of portfolio›$381.2K
Courier Capital LLC7,302
0.0% of portfolio›$378.8K
Ascentis Wealth Management, LLC7,243
0.1% of portfolio›$375.7K
RDA Financial Network7,107
0.1% of portfolio›$368.6K
Capital Asset Advisory Services LLC7,100
0.0% of portfolio›$371.8K
Gutierrez Wealth Advisory, LLC7,070
0.2% of portfolio›$366.7K
Clear Trail Advisors, LLC6,943
0.1% of portfolio›$360.1K
Visionary Wealth Advisors6,899
0.0% of portfolio›$357.9K
Shulman DeMeo Asset Management LLC6,854
0.1% of portfolio›$363.0K
Stableford Capital II LLC6,829
0.1% of portfolio›$354.2K
Independent Wealth Network Inc.6,718
0.1% of portfolio›$348.5K
Bokf, NA6,580
0.0% of portfolio›$341.3K
LongView Wealth Management6,487
0.1% of portfolio›$336.5K
Quantum Financial Partners LLC6,415
0.2% of portfolio›$332.7K
Keybank National Association6,291
0.0% of portfolio›$326.3K
PMG Family Office LLC6,197
0.3% of portfolio›$321.4K
MPS Loria Financial Planners, LLC6,152
0.1% of portfolio›$319.1K
Wesbanco Bank Inc6,124
0.0% of portfolio›$317.7K
Smithbridge Asset Management Inc6,000
0.0% of portfolio›$311.2K
Steinberganna Wealth Management5,986
0.1% of portfolio›$310.5K
Cullen T Bankers, Inc.5,970
0.0% of portfolio›$309.7K
Signaturefd, LLC5,947
0.0% of portfolio›$308.5K
Gibraltar Capital Management, Inc.5,915
0.0% of portfolio›$306.8K
Lazari Capital Management, Inc.5,830
0.1% of portfolio›$302.4K
L.K. Benson & Company, P.C.5,818
0.1% of portfolio›$301.8K
Premier Path Wealth Partners, LLC5,752
0.0% of portfolio›$298.4K
Obermeyer Wealth Partners5,726
0.0% of portfolio›$297.0K
Armstrong Advisory Group, Inc5,704
0.0% of portfolio›$295.9K
Krilogy Financial LLC5,699
0.0% of portfolio›$300.4K
Richard C. Young & Co., Ltd.5,640
0.0% of portfolio›$292.6K
Verus Capital Partners, LLC5,604
0.0% of portfolio›$290.7K
Buckhead Capital Management LLC5,597
0.1% of portfolio›$290.3K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,503
0.0% of portfolio›$285.5K
Washington Trust Advisors, Inc.5,434
0.0% of portfolio›$281.9K
Rose Capital Advisors LLC5,399
0.1% of portfolio›$280.1K
Reyes Financial Architecture, Inc.5,379
0.2% of portfolio›$279.0K
Wealthcare Capital Partners, LLC5,358
0.1% of portfolio›$277.9K
Hilltop National Bank5,300
0.1% of portfolio›$274.9K
Invested Advisors5,267
0.2% of portfolio›$273.2K
TD Private Client Wealth LLC5,255
0.0% of portfolio›$272.6K
Wealth Preservation Advisors, LLC5,201
0.1% of portfolio›$269.8K
Westbourne Investment Advisors, Inc.5,200
0.1% of portfolio›$269.7K
Interchange Capital Partners, LLC5,192
0.0% of portfolio›$269.3K
Millennium Capital Advisors, LLC5,167
0.1% of portfolio›$268.0K
Tempus Wealth Planning, LLC5,111
0.1% of portfolio›$265.1K
Investment Research Partners LLC5,071
0.1% of portfolio›$263.0K
Financial Insights, Inc.5,049
0.1% of portfolio›$261.9K
Future Financial Wealth Managment LLC5,019
0.2% of portfolio›$260.3K
Envision Financial LLC5,014
0.1% of portfolio›$260.1K
Central Trust Co4,994
0.0% of portfolio›$259.0K
Silverlake Wealth Management LLC4,982
0.0% of portfolio›$258.4K
Legacy Wealth Partners, LLC4,919
0.1% of portfolio›$255.1K
Redwood Family Wealth LLC4,797
0.2% of portfolio›$248.8K
CDM Financial Counseling Services, Inc.4,743
0.2% of portfolio›$246.0K
Brandywine OAK Private Wealth LLC4,693
0.0% of portfolio›$243.4K
Carlton Hofferkamp & Jenks Wealth Management, LLC4,650
0.1% of portfolio›$244.6K
Essex Bank4,646
0.0% of portfolio›$240.9K
HB Wealth Management, LLC4,632
0.0% of portfolio›$240.3K
Rainey & Randall Wealth Advisors Inc.4,610
0.0% of portfolio›$239.1K
Beaumont Asset Management, L.L.C.4,553
0.1% of portfolio›$236.2K
EPG Wealth Management LLC4,532
0.1% of portfolio›$235.1K
HBW Advisory Services LLC4,520
0.0% of portfolio›$234.5K
Lyell Wealth Management, LP4,500
0.0% of portfolio›$233.4K
Edgemoor Investment Advisors, Inc.4,450
0.0% of portfolio›$230.8K
Southland Equity Partners LLC4,445
0.0% of portfolio›$230.6K
Objective Capital Management, LLC4,416
0.2% of portfolio›$229.1K
Searle & Co.4,337
0.1% of portfolio›$225.0K
Secure Asset Management, LLC4,318
0.0% of portfolio›$224.0K
Cadent Capital Advisors, LLC4,283
0.0% of portfolio›$222.2K
Ritholtz Wealth Management4,230
0.0% of portfolio›$219.4K
Compass Financial Management LLC4,196
0.0% of portfolio›$217.7K
LVW Advisors, LLC4,185
0.0% of portfolio›$217.1K
Northcape Wealth Management, LLC4,170
0.1% of portfolio›$216.3K
Destiny Wealth Partners, LLC4,160
0.0% of portfolio›$219.4K
Steel Grove Capital Advisors, LLC4,105
0.0% of portfolio›$212.9K
Acorn Wealth Advisors, LLC4,054
0.1% of portfolio›$210.3K
Evolution Wealth Advisors, LLC4,050
0.0% of portfolio›$210.1K
Ridgepath Capital Management LLC4,000
0.1% of portfolio›$207.5K
Surience Private Wealth LLC3,946
0.2% of portfolio›$204.7K
Diversified Management Inc3,900
0.0% of portfolio›$202.3K
Larson Financial Group LLC3,895
0.0% of portfolio›$202.0K
Atlantic Edge Private Wealth Management, LLC3,730
0.0% of portfolio›$193.5K
First Horizon Corp3,689
0.0% of portfolio›$191.3K
Roxbury Financial LLC3,668
0.1% of portfolio›$190.3K
Holos Integrated Wealth LLC3,145
0.1% of portfolio›$164.2K
Pinnacle Bancorp, Inc.3,120
0.0% of portfolio›$161.8K
Pinnacle Wealth Planning Services, Inc.3,092
0.0% of portfolio›$160.4K
Nfsg Corp2,821
0.0% of portfolio›$146.3K
Princeton Global Asset Management LLC2,600
0.0% of portfolio›$134.9K
Redwood Park Advisors LLC2,525
0.1% of portfolio›$131.0K
Cassaday & Co Wealth Management LLC2,441
0.0% of portfolio›$126.6K
Lodestone Wealth Management LLC2,255
0.0% of portfolio›$117.0K
Putney Financial Group LLC2,184
0.1% of portfolio›$113.3K
Nova Financial LLC2,025
0.0% of portfolio›$105.0K
Golden State Wealth Management, LLC1,974
0.0% of portfolio›$102.4K
Gilpin Wealth Management, LLC1,803
0.1% of portfolio›$93.5K
Elevation Wealth Partners, LLC1,733
0.0% of portfolio›$89.9K
Eastern Bank1,720
0.0% of portfolio›$89.2K
TD Waterhouse Canada Inc.1,703
0.0% of portfolio›$88.7K
Jacobi Capital Management LLC1,585
0.0% of portfolio›$82.2K
Summer Road LLC1,535
0.1% of portfolio›$79.6K
Root Financial Partners, LLC1,519
0.0% of portfolio›$78.8K
CoreCap Advisors, LLC1,385
0.0% of portfolio›$71.8K
Meriwether Wealth & Planning, LLC1,305
0.0% of portfolio›$67.7K
Flagship Wealth Advisors, LLC1,300
0.0% of portfolio›$67.4K
Foresight Capital Management Advisors, Inc.1,250
0.0% of portfolio›$64.8K
Friedenthal Financial1,102
0.0% of portfolio›$57.2K
Maseco LLP1,070
0.0% of portfolio›$55.5K
Three Bridge Wealth Advisors, LLC1,068
0.0% of portfolio›$55.4K
Spire Wealth Management973
0.0% of portfolio›$50.5K
Arlington Trust Co LLC910
0.0% of portfolio›$47.2K
Citizens National Bank Trust Department860
0.0% of portfolio›$44.6K
City State Bank837
0.0% of portfolio›$43.4K
First United Bank & Trust834
0.0% of portfolio›$43.3K
Buck Wealth Strategies, LLC831
0.0% of portfolio›$43.1K
Independence Bank of Kentucky805
0.0% of portfolio›$41.8K
Montag A & Associates Inc802
0.0% of portfolio›$41.6K
Financial Network Wealth Advisors LLC735
0.0% of portfolio›$38.1K
Financial Consulate, Inc600
0.0% of portfolio›$31.1K
Quaker Wealth Management, LLC600
0.0% of portfolio›$31.1K
GS Investments, Inc.600
0.0% of portfolio›$31.1K
1620 Investment Advisors, Inc.581
0.0% of portfolio›$30.1K
Gamma Investing LLC547
0.0% of portfolio›$28.4K
Archer Investment Corp543
0.0% of portfolio›$28.2K
Financial Management Professionals, Inc.481
0.0% of portfolio›$25.0K
Bank of New Hampshire470
0.0% of portfolio›$24.4K
GK Wealth Management LLC467
0.0% of portfolio›$24.2K
Hazlett, Burt & Watson, Inc.423
0.0% of portfolio›$8.0K
Thurston, Springer, Miller, Herd & Titak, Inc.400
0.0% of portfolio›$20.7K
Creative Financial Designs Inc349
0.0% of portfolio›$18.1K
CGC Financial Services, LLC325
0.0% of portfolio›$16.9K
Barrett & Company, Inc.300
0.0% of portfolio›$15.6K
Davis Capital Management268
0.0% of portfolio›$13.9K
Silver Grove Financial Group, Inc.209
0.0% of portfolio›$10.8K
Highline Wealth Partners LLC208
0.0% of portfolio›$10.8K
Moisand Fitzgerald Tamayo, LLC206
0.0% of portfolio›$10.7K
Harbor Investment Advisory, LLC200
0.0% of portfolio›$10.4K
Concord Wealth Partners180
0.0% of portfolio›$9.3K
Ares Financial Consulting, LLC170
0.0% of portfolio›$8.8K
Avion Wealth168
0.0% of portfolio›$8
Lynch Investment Planning, LLC162
0.0% of portfolio›$8.4K
United Community Bank154
0.0% of portfolio›$8.0K
Blume Capital Management, Inc.153
0.0% of portfolio›$7.9K
Kelleher Financial Advisors144
0.0% of portfolio›$7.5K
Abound Wealth Management127
0.0% of portfolio›$6.6K
EverSource Wealth Advisors, LLC125
0.0% of portfolio›$6.5K
Wolff Wiese Magana LLC109
0.0% of portfolio›$5.7K
Trust Co108
0.0% of portfolio›$5.6K
Caldwell Trust Co107
0.0% of portfolio›$5.6K
Markowski Investments100
0.0% of portfolio›$5.2K
Global Trust Asset Management, LLC100
0.0% of portfolio›$5.2K
Next Level Wealth Planning, LLC78
0.0% of portfolio›$4.0K
Sima Wealth Partners, LLC60
0.0% of portfolio›$3.1K
Tounjian Advisory Partners, LLC57
0.0% of portfolio›$3.0K
Madden Securities Corp50
0.0% of portfolio›$2.6K
Triumph Capital Management40
0.0% of portfolio›$2.1K
Transce3nd, LLC32
0.0% of portfolio›$1.7K
Reap Financial Group, LLC25
0.0% of portfolio›$1.3K
JFS Wealth Advisors, LLC20
0.0% of portfolio›$1.0K
MV Capital Management, Inc.18
0.0% of portfolio›$934
Plante Moran Financial Advisors, LLC13
0.0% of portfolio›$674
Valley National Advisers Inc3
0.0% of portfolio›$167
StyleTurnoverLocationFiled
Allen Investment Management, LLC
4,904,023$254.4M2.9%MomentumMediumNew York, NY2026-11-03
Creative Planning
2,195,668$113.9M0.1%IndexVery LowOverland Park, KS2026-11-02
US Bancorp \de\
1,775,091$92.1M0.1%IndexLowMinneapolis, MN2026-11-05
Commonwealth Equity Services, LLC
871,610$45.2M0.1%ETFLowWaltham, MA2026-11-02
Sumitomo Mitsui Trust Group, Inc.
801,061$41.6M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
True Private Wealth Advisors
565,210$29.3M2.5%ETFMediumSalem, OR2026-10-19
School Employees Retirement Board of Ohio
506,822$26.3M7.7%ETFN/AColumbus, OH2026-10-22
Aprio Wealth Management, LLC
426,750$22.1M1.0%ETFMediumAtlanta, GA2026-10-28
Choreo, LLC
390,597$20.3M0.2%IndexLowRockford, IL2026-10-28
D.A. Davidson & Co.
364,555$18.9M0.1%CoreLowGreat Falls, MT2026-10-28
Wealth Enhancement Advisory Services, LLC
362,715$19.2M0.0%CoreLowPlymouth, MN2026-10-13
Violich Capital Management, Inc.
353,870$18.4M2.0%GrowthVery LowMill Valley, CA2026-10-05
Cambridge Investment Research Advisors, Inc.
349,952$18.2M0.1%ETFLowFairfield, IA2026-11-02
RS Crum Inc.
332,882$17.3M3.2%ETFVery LowNewport Beach, CA2026-10-19
Thrivent Financial for Lutherans
321,816$16.7M0.1%GARPMediumMinneapolis, MN2026-11-05
Searcy Financial Services Inc
301,702$15.6M5.6%ETFLowOverland Park, KS2026-10-07
Tectonic Advisors LLC
288,621$15.0M0.7%YieldLowFrisco, TX2026-10-22
North Star Investment Management Corp.
286,345$14.9M0.8%CoreLowChicago, IL2026-10-27
Kestra Advisory Services, LLC
270,707$14.0M0.0%CoreLowAustin, TX2026-11-02
Vista Finance, LLC
263,629$13.7M7.3%ETFLowSt. Louis, MO2026-10-23
Summit Financial Wealth Advisors, LLC
253,374$13.1M1.6%ETFLowLafayette, LA2026-10-15
Davenport & Co LLC
246,704$12.8M0.1%CoreMediumRichmond, VA2026-10-14
Legacy Financial Independent Advisors LLC
246,344$12.8M6.3%CoreN/ALouisville, KY2026-11-02
Fortem Financial Group, LLC
243,419$12.6M2.6%GrowthLowPalm Desert, CA2026-10-20
Csenge Advisory Group
237,513$12.3M0.5%ETFMediumClearwater, FL2026-11-04
Citigroup Inc
236,560$12.3M0.0%CoreMediumNew York, NY2026-11-04
Williams Jones Wealth Management, Llc.
227,550$11.8M0.1%GrowthLowNew York, NY2026-11-05
Oak Harvest Investment Services
214,898$11.1M1.0%GrowthMediumHouston, TX2026-10-20
Lido Advisors, LLC
207,227$10.7M0.0%GrowthLowLos Angeles, CA2026-11-04
J.W. Cole Advisors, Inc.
204,862$10.6M0.2%IndexLowTampa, FL2026-11-05
Prime Capital Investment Advisors, LLC
196,839$10.2M0.1%ETFLowOverland Park, KS2026-10-20
Baldwin Wealth Partners LLC
194,825$10.1M0.7%GrowthLowMarion, MA2026-10-13
Sanders Morris Harris LLC
193,900$10.3M1.4%GARPLowHouston, TX2026-10-14
Financial Management Network Inc
184,780$9.7M1.4%ETFLowMission Viejo, CA2026-10-09
Evergreen Capital Management LLC
174,986$9.1M0.2%GARPMediumBellevue, WA2026-10-23
Brick & Kyle, Associates
172,545$8.9M2.9%GrowthLowNewtown, PA2026-11-05
Shikiar Asset Management Inc
165,825$8.6M3.5%CoreMediumNew York, NY2026-10-20
Eagle Strategies LLC
162,460$8.4M0.8%ETFLowNew York, NY2026-10-16
Truist Financial Corp
155,414$8.1M0.0%CoreLowCharlotte, NC2026-10-30
5th Street Advisors, LLC
149,298$7.7M3.1%ETFLowSouthport, CT2026-11-04
Left Brain Wealth Management, LLC
148,109$7.7M2.4%MomentumHighNaperville, IL2026-10-28
Concurrent Investment Advisors, LLC
143,629$7.5M0.1%GrowthMediumTampa, FL2026-10-16
Ascentis Independent Advisors
143,267$7.4M0.4%ETFLowDallas, TX2026-11-03
Lynx Capital Group LTD
138,999$7.2M2.8%ValueLowBeachwood, OH2026-11-04
Ball & Co Wealth Management Inc.
138,782$7.2M4.9%ETFMediumFranklin, TN2026-11-05
NTV Asset Management LLC
135,827$7.0M0.7%GrowthLowCharleston, WV2026-10-23
Norden Group LLC
125,496$6.5M0.5%GrowthMediumProvo, UT2026-10-20
Valen Private Capital, LLC
122,860$6.4M2.0%ETFN/APaoli, PA2026-10-23
Griffin Asset Management, Inc.
119,085$6.2M0.7%CoreLowNew York, NY2026-10-22
Wealth Advisory Solutions, LLC
117,803$6.1M1.3%ETFLowZionsville, IN2026-10-20
Plan Group Financial, LLC
116,543$6.1M1.2%ETFMediumOklahoma City, OK2026-10-22
Capital Advisors Wealth Management, LLC
115,077$6.0M0.7%ETFLowYakima, WA2026-10-09
Haven Private, LLC
114,631$5.9M2.3%ETFMediumOrlando, FL2026-10-27
Cyndeo Wealth Partners, LLC
109,456$5.7M0.3%CoreMediumSt. Petersburg, FL2026-10-16
Mesirow Financial Investment Management, Inc.
107,472$5.6M0.1%CoreLowChicago, IL2026-11-05
Prota Financial, LLC
103,612$5.4M3.5%ETFMediumHouston, TX2026-10-08
Fifth Third Bancorp
102,374$5.3M0.0%IndexVery LowCincinnati, OH2026-11-05
Oppenheimer & Co Inc
100,610$5.2M0.1%CoreLowNew York, NY2026-10-26
Carota Wealth Management
95,487$5.0M4.2%CoreHighThompsons Station, TN2026-11-03
White Pine Investment Co
93,816$4.9M3.1%ETFVery LowLivonia, MI2026-10-15
Salem Investment Counselors Inc
93,497$4.8M0.1%GrowthVery LowWinston-Salem, NC2026-10-13
Artesa Financial Group, LLC
92,584$4.8M3.9%ETFLowConroe, TX2026-10-29
Verdence Capital Advisors LLC
91,878$4.8M0.2%CoreMediumHunt Valley, MD2026-10-26
Sterling Investment Management, LLC
90,359$4.7M2.5%CoreMediumTucson, AZ2026-10-16
AlphaCore Capital LLC
90,353$4.7M0.1%ETFLowLa Jolla, CA2026-11-04
Philadelphia Trust Co
89,669$4.7M0.6%GrowthLowPhiladelphia, PA2026-11-05
Moran Wealth Management, LLC
87,318$4.5M0.1%CoreMediumNaples, FL2026-10-22
Farther Finance Advisors, LLC
86,125$4.5M0.0%IndexLowSan Francisco, CA2026-10-08
Sacks & Associates, LLC
85,792$4.5M3.1%ETFLowWarren, NJ2026-10-09
Madison Park Capital Advisors, LLC
85,489$4.4M2.8%ETFMediumSeattle, WA2026-10-28
Samalin Investment Counsel, LLC
85,461$4.4M1.4%YieldMediumChappaqua, NY2026-10-23
Lake Street Private Wealth, LLC
85,180$4.4M0.5%GrowthLowChicago, IL2026-10-22
Americana Partners, LLC
84,082$4.4M0.1%CoreMediumHouston, TX2026-10-28
Indivisible Partners
82,854$4.3M0.2%GrowthMediumClearwater, FL2026-10-26
Chicago Partners Investment Group LLC
79,867$4.2M0.1%GARPLowChicago, IL2026-10-27
Integrated Advisors Network LLC
79,311$4.1M0.2%GrowthMediumDallas, TX2026-10-20
Cowa, LLC
76,162$4.0M1.0%ETFMediumTulsa, OK2026-10-30
Allen Capital Group, LLC
75,845$3.9M0.3%CoreLowGrand Island, NE2026-10-27
Balefire, LLC
75,321$3.9M0.6%ETFMediumDallas, TX2026-10-09
Independent Financial Group, LLC
74,849$3.9M0.1%GrowthLowSan Diego, CA2026-10-13
Continental Advisors LLC
74,723$3.9M1.7%YieldMediumPark City, UT2026-10-13
TT Capital Management LLC
74,565$3.9M2.8%YieldMediumGilbert, AZ2026-10-15
Sigma Planning Corp
73,976$3.8M0.1%GrowthMediumAnn Arbor, MI2026-10-23
TKG Advisors, LLC
71,819$3.7M1.3%MomentumMediumValparaiso, IN2026-11-02
Nations Financial Group Inc,
71,556$3.7M0.2%CoreLowCedar Rapids, IA2026-11-05
Compound Planning, Inc.
70,609$3.7M0.1%CoreLowNew York, NY2026-11-05
Quartz Partners, LLC
70,103$3.6M1.1%GARPMediumSaratoga Springs, NY2026-11-03
Smart Wealth LLC
69,864$3.6M0.7%ETFHighOmaha, NE2026-11-04
Hegarty Advisors, LLC
69,656$3.6M2.2%ETFVery LowGarden City, NY2026-10-20
SteelPeak Wealth, LLC
68,667$3.6M0.1%GrowthHighWoodland Hills, CA2026-10-16
Mills Wealth Advisors LLC
66,263$3.4M1.1%ETFMediumSouthlake, TX2026-10-22
IFP Advisors, Inc
65,858$3.4M0.1%GrowthLowTampa, FL2026-10-16
Mezzasalma Advisors, LLC
65,418$3.4M0.7%GrowthLowTinton Falls, NJ2026-10-14
Elevation Point Wealth Partners, LLC
64,374$3.3M0.1%CoreHighDenver, CO2026-11-05
Perigon Wealth Management, LLC
62,736$3.3M0.1%GrowthLowSan Francisco, CA2026-10-22
Asset One Wealth Management LLC
62,556$3.2M0.3%GrowthLowBellevue, WA2026-11-02
FFG Retirement Advisors LLC
60,804$3.2M1.7%ETFMediumCentennial, CO2026-10-20
G&S Capital LLC
60,553$3.1M0.9%CoreMediumDenver, CO2026-10-23
WealthBridge Capital Management, LLC
59,125$3.1M0.6%ETFLowWesterville, OH2026-10-16
Avidian Wealth Enterprises, LLC
58,047$3.0M0.1%ETFLowHouston, TX2026-10-08
Park Avenue Securities LLC
57,279$3.0M0.0%ETFMediumNew York, NY2026-10-26
Greatmark Investment Partners, Inc.
57,175$3.0M0.3%ValueVery LowColumbus, GA2026-10-28
MGO One Seven LLC
55,890$2.9M0.0%GrowthLowBeachwood, OH2026-10-28
Congress Asset Management Co
55,269$2.9M0.0%GrowthMediumBoston, MA2026-10-06
Forte Asset Management LLC
54,894$2.8M1.1%ETFLowBedford, NY2026-10-13
Sculati Wealth Management, LLC
53,796$2.8M0.9%CoreLowBloomfield Hills, MI2026-10-19
Enclave Advisors LLC
53,324$2.8M0.3%ETFMediumAustin, TX2026-10-14
Brighton Jones LLC
51,190$2.7M0.0%CoreVery LowSeattle, WA2026-11-03
Pekin Hardy Strauss, Inc.
49,701$2.6M0.2%ValueMediumChicago, IL2026-11-02
Assetmark, Inc
47,765$2.5M0.0%ETFLowConcord, CA2026-10-21
Heartwood Wealth Advisors LLC
47,543$2.5M0.2%ETFLowRichmond, VA2026-10-05
AXS Investments LLC
47,426$2.5M0.2%GrowthMediumPort Chester, NY2026-11-04
Prevail Innovative Wealth Advisors, LLC
45,545$2.4M0.3%CoreVery HighLeawood, KS2026-10-20
Capstone Wealth Management Group, Inc.
44,872$2.3M1.4%GrowthN/ABend, OR2026-10-19
Apollon Wealth Management, LLC
43,977$2.3M0.0%GrowthLowMount Pleasant, SC2026-10-23
Resonant Capital Advisors, LLC
43,528$2.3M0.1%ETFLowMadison, WI2026-10-15
Providence First Trust Co
43,437$2.3M0.7%ETFMediumScottsdale, AZ2026-11-02
Blue Trust, Inc.
43,142$2.2M0.0%ETFLowBrentwood, TN2026-10-15
HUB Investment Partners, LLC
42,743$2.2M0.0%GrowthLowAustin, TX2026-11-03
Ashton Thomas Private Wealth, LLC
42,546$2.2M0.0%CoreMediumScottsdale, AZ2026-11-03
WP Advisors, LLC
41,094$2.1M0.5%CoreLowSan Francisco, CA2026-10-22
Dynamic Advisor Solutions LLC
40,793$2.1M0.1%ETFLowPhoenix, AZ2026-10-13
Barry Investment Advisors, LLC
40,509$2.1M0.4%ETFLowNew Bedford, MA2026-10-14
RFG Advisory, LLC
40,275$2.1M0.0%ETFMediumBirmingham, AL2026-11-03
Stillwater Wealth Management Group
39,590$2.1M1.1%GrowthMediumJuno Beach, FL2026-10-21
HCR Wealth Advisors
39,308$2.0M0.2%GrowthLowLos Angeles, CA2026-10-15
Algorithmic Investment Models, LLC
39,115$2.0M2.4%ETFHighBoston, MA2026-11-04
Riggs Asset Managment Co. Inc.
38,880$2.0M0.4%GrowthMediumDallas, PA2026-11-05
Covenant Asset Management, LLC
37,741$2.0M0.3%Agg GrowthMediumChester, NJ2026-10-14
Private Trust Co NA
37,556$1.9M0.2%CoreLowCleveland, OH2026-10-20
Argos Wealth Advisors, LLC
37,469$1.9M0.5%GrowthLowSacramento, CA2026-11-02
Rhodes Investment Advisors Inc
37,050$1.9M1.4%CoreMediumFort Worth, TX2026-10-07
Wakefield Asset Management Lllp
34,736$1.8M0.4%ValueMediumEnglewood, CO2026-11-05
71 West Capital Partners
34,273$1.8M0.1%IndexVery LowBoston, MA2026-11-04
Aviance Capital Partners, LLC
34,197$1.8M0.2%CoreLowNaples, FL2026-10-29
Vise Technologies, Inc.
33,560$1.7M0.0%IndexLowNew York, NY2026-10-29
Kestra Private Wealth Services, LLC
33,448$1.7M0.0%GrowthLowAustin, TX2026-10-30
MBA Advisors LLC
33,374$1.7M0.6%ETFLowHermitage, PA2026-10-29
Evexia Wealth LLC
33,201$1.8M0.5%CoreMediumStevens Point, WI2026-11-05
Collar Capital Management, LLC
32,553$1.7M1.0%ValueLowAppleton, WI2026-10-28
Axxcess Wealth Management, LLC
32,485$1.7M0.1%CoreLowCarlsbad, CA2026-10-21
Greenspring Advisors, LLC
32,370$1.7M0.1%ETFVery LowTowson, MD2026-11-05
CWA Asset Management Group, LLC
32,123$1.7M0.0%CoreMediumNaples, FL2026-10-19
Founders Financial Securities LLC
32,104$1.7M0.1%ETFMediumTowson, MD2026-10-28
Capital Advisors, Ltd. LLC
31,439$1.6M0.7%ETFLowShaker Heights, OH2026-10-27
RiverTree Advisors, LLC
31,079$1.6M1.0%ETFMediumWinter Park, FL2026-10-13
Lmcg Investments, LLC
30,526$1.6M0.1%CoreLowBoston, MA2026-10-21
SAX Wealth Advisors, LLC
30,347$1.6M0.0%ETFVery LowParsippany, NJ2026-10-13
Intesa Sanpaolo Wealth Management
30,148$1.6M0.3%GrowthMediumLuxembourg, Netherlands2026-10-28
Peddock Capital Advisors, LLC
30,078$1.6M0.3%GrowthLowBraintree, MA2026-10-16
Vigilare Wealth Management
29,975$1.6M0.5%ETFHighScottsdale, AZ2026-10-29
Daymark Wealth Partners, LLC
29,910$1.6M0.0%CoreLowCincinnati, OH2026-11-04
BOS Asset Management, LLC
29,850$1.5M0.4%ETFLowSpringfield, IL2026-10-09
Sowell Financial Services LLC
29,478$1.5M0.0%CoreLowNorth Little Rock, AR2026-10-23
Bank of New York Mellon Corp
29,312$1.5M0.0%CoreLowNew York, NY2026-11-05
Wedbush Securities Inc
29,195$1.5M0.1%CoreLowPasadena, CA2026-10-22
Titleist Asset Management, LLC
28,954$1.5M0.1%ETFLowSan Antonio, TX2026-10-08
Robertson Stephens Wealth Management, LLC
28,948$1.5M0.0%ETFMediumSan Francisco, CA2026-10-16
Total Wealth Planning & Management, Inc.
28,796$1.5M1.1%CoreMediumPonte Vedra Beach, FL2026-10-23
Allen Wealth Management, LLC
28,746$1.5M0.7%ETFMediumBoone, NC2026-10-29
OAK Family Advisors, LLC
28,198$1.5M0.4%CoreMediumChicago, IL2026-10-19
Albion Financial Group
28,068$1.5M0.1%GrowthLowSalt Lake City, UT2026-10-21
Herbst Group, LLC
27,825$1.4M0.8%GrowthHighWestport, CT2026-10-20
Focus Financial Network, Inc.
27,221$1.4M0.0%ETFLowMinneapolis, MN2026-10-14
Strategy Asset Managers LLC
27,137$1.4M0.2%CoreLowPasadena, CA2026-10-14
Formidable Asset Management, LLC
26,910$1.4M0.2%CoreLowCincinnati, OH2026-11-03
GoalVest Advisory LLC
26,805$1.4M0.2%ETFMediumNew York, NY2026-10-02
Cornerstone Wealth Management, LLC
26,511$1.4M0.1%ETFVery LowSt. Peters, MO2026-11-04
Puff Wealth Management, LLC
26,457$1.4M1.3%ETFLowHaddonfield, NJ2026-10-07
Lynx Investment Advisory
26,149$1.4M0.4%ETFLowWashington, Dc, DC2026-10-27
Lanark Financial, Inc.
25,533$1.3M0.1%CoreMediumBirmingham, AL2026-10-26
First Premier Bank
25,080$1.3M1.2%CoreVery LowSioux Falls, SD2026-10-13
Bullseye Investment Management, LLC
24,991$1.3M0.6%ETFVery HighCincinnati, OH2026-10-29
Beirne Wealth Consulting Services, LLC
24,696$1.3M0.3%ETFLowShelton, CT2026-10-19
Ables, Iannone, Moore & Associates, Inc.
24,681$1.3M0.7%GrowthVery LowSavannah, GA2026-10-06
Guilbault Capital LLC
24,056$1.2M1.2%ETFMediumMetairie, LA2026-10-28
Retirement Planning Group, LLC
23,628$572.1K0.0%ETFVery LowLeawood, KS2026-10-19
Legacy Advisors, LLC
23,300$1.2M0.1%ETFLowPlymouth Meeting, PA2026-10-19
Fortress Financial Solutions, LLC
23,207$1.2M1.0%ETFLowTucson, AZ2026-10-14
Tcfg Investment Advisors, LLC
23,193$1.2M0.4%GrowthMediumLaguna Niguel, CA2026-10-20
International Assets Investment Management, LLC
22,878$1.2M0.1%CoreVery HighOrlando, FL2026-11-02
Granite Group Advisors, LLC
22,593$1.2M0.7%ValueLowStamford, CT2026-10-14
Raab & Moskowitz Asset Management LLC
22,534$1.2M0.2%CoreLowChatham, NJ2026-11-02
Kingswood Wealth Advisors, LLC
22,222$1.2M0.0%GrowthLowSan Diego, CA2026-10-23
Fiduciary Financial Group, LLC
21,983$1.1M0.1%ETFLowSan Rafael, CA2026-10-13
Fullerton Advisors, LLC
21,856$1.1M1.1%ETFLowDanville, CA2026-10-14
Westside Investment Management, Inc.
21,430$1.1M0.1%GrowthLowSanta Monica, CA2026-11-02
Powell Investment Advisors, LLC
21,264$1.1M0.4%ETFVery LowMiami, FL2026-10-22
Rudd Co d/b/a Styre Wealth
20,761$1.1M1.1%ValueN/AFort Worth, TX2026-10-29
Activest Wealth Management
20,386$1.1M0.2%ETFLowAventura, FL2026-10-15
First Merchants Corp
20,330$1.1M0.0%GrowthLowMuncie, IN2026-10-15
Aurora Private Wealth, Inc.
20,111$1.0M1.3%ETFLowRockaway, NJ2026-10-20
Fourpath Capital Management, LLC
20,006$1.0M0.1%CoreMediumOklahoma City, OK2026-10-19
J. Safra Sarasin Holding AG
20,000$1.0M0.0%CoreMediumBasel, Switzerland2026-10-26
Auour Investments LLC
19,818$1.0M0.3%ETFLowWoburn, MA2026-10-28
Novem Group
19,715$1.0M0.1%ETFMediumRochester, NY2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
19,617$1.0M0.1%ETFMediumWestlake, OH2026-10-14
Islay Capital Management, LLC
18,794$974.8K0.5%ETFMediumLubbock, TX2026-10-20
Schuylkill Financial LLC
18,281$948.3K0.9%ETFN/AWyomissing, PA2026-10-21
Mattern Wealth Management LLC
18,250$946.6K0.2%ETFVery LowLawrence, KS2026-11-04
Nvwm, LLC
17,861$926.5K0.2%GrowthMediumYardley, PA2026-10-14
Onyx Bridge Wealth Group LLC
17,684$917.3K0.1%ETFMediumTarrytown, NY2026-10-16
TMB Capital Partners, LLC
17,679$917.0K0.3%MomentumMediumLittle Rock, AR2026-10-20
Cypress Wealth Services, LLC
17,077$894.2K0.1%ETFLowPalm Desert, CA2026-10-21
Ashton Thomas Securities, LLC
16,676$865.0K0.1%ETFMediumRochester, NY2026-10-26
Ulland Investment Advisors, LLC
16,280$844.0K1.7%GrowthVery LowMinneapolis, MN2026-10-13
WMG Financial Advisors, LLC
16,167$838.3K0.3%ETFLowKnoxville, TN2026-10-28
Atria Investments, Inc
16,149$837.7K0.0%CoreMediumCharlotte, NC2026-10-15
Venture Visionary Partners LLC
15,668$812.7K0.0%CoreLowSylvania, OH2026-10-07
MassMutual Private Wealth & Trust, FSB
15,656$812.1K0.0%CoreLowSpringfield, MA2026-10-05
Wealthcare Advisory Partners LLC
15,552$806.7K0.0%ETFLowWest Chester, PA2026-10-21
HFG Wealth Management, LLC
15,478$802.5K0.8%ETFLowThe Woodlands, TX2026-10-16
CPA Asset Management Group, LLC
15,424$800.0K0.2%ETFMediumWest Palm Beach, FL2026-10-26
Retirement Financial Solutions, LLC
15,210$789.0K0.2%ETFMediumKnoxville, TN2026-10-20
Mainsail Asset Management, LLC
15,136$809.0K0.3%ETFMediumBirmingham, AL2026-10-14
Sound Financial Strategies Group, LLC
15,071$781.7K0.5%ETFMediumMadison, MS2026-10-30
Cordoba Advisory Partners LLC
15,003$778.2K0.1%ETFMediumNew York, NY2026-10-19
Heffernan Advisory, Inc
14,859$770.7K0.5%ETFLowFlagstaff, AZ2026-10-13
Allspring Global Investments Holdings, LLC
14,801$773.5K0.0%CoreMediumCharlotte, NC2026-11-04
Trilogy Capital Inc.
14,532$753.8K0.0%ETFMediumIrvine, CA2026-10-20
Jeppson Wealth Management, LLC
14,361$744.9K0.2%CoreLowManhattan Beach, CA2026-10-20
Regions Financial Corp
14,050$728.8K0.0%CoreLowBirmingham, AL2026-11-05
Meadowbrook Wealth Management, LLC
13,833$717.5K0.8%GrowthMediumGarden City, NY2026-10-08
FF Advisors,LLC
13,754$713.4K0.3%ETFLowManhattan Beach, CA2026-10-21
Pinnacle Associates LTD
13,693$710.3K0.0%CoreLowNew York, NY2026-10-20
Pinion Investment Advisors, LLC
13,649$708.0K0.1%ETFLowWichita, KS2026-11-04
Rossby Financial, LCC
13,608$705.8K0.1%ETFMediumMelbourne, FL2026-11-05
Howard Wealth Management, LLC
13,310$690.4K0.2%ETFVery LowMadison, CT2026-10-28
Endowment Wealth Management, Inc.
13,129$681.0K0.2%ETFMediumAppleton, WI2026-11-03
Rockport Wealth LLC
13,085$678.7K0.1%ETFMediumFairview Park, OH2026-11-03
Consolidated Capital Management, LLC
13,083$678.6K0.2%GrowthHighBurbank, CA2026-10-13
Texas Bank & Trust Co
13,044$676.6K0.2%CoreLowLongview, TX2026-11-04
Burke & Herbert Bank & Trust Co
12,975$673.0K0.2%CoreVery LowAlexandria, VA2026-11-02
Investment Partners, Ltd.
12,774$662.6K0.1%ETFVery LowNew Philadelphia, OH2026-10-29
Ballast Rock Private Wealth LLC
12,759$661.8K0.3%ETFMediumCharleston, SC2026-10-26
Hofer & Associates. Inc
12,706$659.0K0.5%ETFHighThousand Oaks, CA2026-10-13
RED Crane Wealth Management, LLC
12,706$659.0K0.5%ETFLowSan Francisco, CA2026-10-14
Sunbeam Capital Management, LLC
12,261$636.0K0.3%GrowthVery LowAtlanta, GA2026-11-05
Oregon Pacific Wealth Management, LLC
12,242$635.0K0.6%ETFMediumMedford, OR2026-10-20
Provenance Wealth Advisors, LLC
12,128$629.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Ddfg, Inc
12,118$628.6K0.1%ETFLowThousand Oaks, CA2026-10-15
Hurley Capital, LLC
12,082$626.7K0.3%GARPMediumNew York, NY2026-11-05
Greenwood Capital Associates LLC
11,865$615.4K0.1%CoreMediumGreenwood, SC2026-10-27
Dumont & Blake Investment Advisors LLC
11,837$614.0K0.2%CoreVery LowPrinceton, NJ2026-10-28
J2 Capital Management Inc
11,629$603.2K0.4%ETFHighTroy, MI2026-10-19
Meridian Wealth Management, LLC
11,237$582.8K0.0%GrowthLowLexington, KY2026-11-05
Patriot Financial Group Insurance Agency, LLC
11,150$578.4K0.1%GrowthLowWalpole, MA2026-10-14
Edge Wealth Management LLC
10,894$565.5K0.1%CoreLowNew York, NY2026-10-13
Hollow Brook Wealth Management LLC
10,881$564.4K0.1%CoreLowKatonah, NY2026-10-29
Wealth Effects LLC
10,858$563.2K0.2%GrowthLowBoston, MA2026-10-23
Waldron Private Wealth LLC
10,847$562.6K0.0%ETFVery LowBridgeville, PA2026-11-02
Register Financial Advisors LLC
10,788$559.6K0.2%GARPLowAtlanta, GA2026-10-23
Aspen Wealth Management LLC
10,729$556.5K0.1%ETFLowFort Worth, TX2026-10-14
Kercheville Advisors, LLC
10,675$553.7K0.2%GrowthMediumSan Antonio, TX2026-10-19
Partners Wealth Management, LLC
10,651$552.5K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Castleview Partners, LLC
10,603$550.0K0.2%CoreMediumDallas, TX2026-10-09
Parallel Advisors, LLC
10,588$549.2K0.0%IndexLowSan Francisco, CA2026-11-03
Segment Wealth Management, LLC
10,375$538.2K0.0%CoreLowHouston, TX2026-10-26
Abel Hall, LLC
10,200$529.1K0.1%CoreMediumBaton Rouge, LA2026-10-19
Patten & Patten Inc
10,194$528.8K0.0%CoreLowChattanooga, TN2026-10-26
Ballew Advisors, Inc
10,032$528.1K0.3%ETFLowJackson, MS2026-10-05
Saxon Interests, Inc.
9,962$516.7K0.2%ETFMediumHouston, TX2026-10-26
Beaumont Financial Advisors, LLC
9,862$511.5K0.0%GrowthMediumNeedham, MA2026-10-22
Walker Asset Management, LLC
9,808$508.7K0.3%CoreVery LowSpringfield, MO2026-10-13
Advisory Advocates, LLC
9,793$508.0K0.4%YieldMediumGrand Rapids, MI2026-11-05
Arlington Financial Advisors, LLC
9,500$492.8K0.1%ETFMediumSanta Barbara, CA2026-10-19
Total Clarity Wealth Management, Inc.
9,490$492.2K0.1%ETFMediumSt. Charles, IL2026-10-26
Glenview Trust Co
9,416$488.4K0.0%GrowthVery LowLouisville, KY2026-10-28
Capital Investment Advisory Services, LLC
9,297$482.9K0.0%CoreMediumRaleigh, NC2026-10-30
Latitude Advisors, LLC
9,239$479.2K0.1%ETFLowYorkville, IL2026-10-27
Investment Planning Advisors, Inc.
9,176$476.0K0.1%ETFMediumCumming, GA2026-10-14
Opal Wealth Advisors, LLC
9,151$474.7K0.1%ETFLowJericho, NY2026-10-16
Mcdonald Partners LLC
9,000$466.8K0.1%CoreLowCleveland, OH2026-11-03
Sapient Capital LLC
8,949$464.2K0.0%GrowthMediumIndianapolis, IN2026-10-08
StoneX Group Inc.
8,941$477.5K0.0%ETFMediumNew York, NY2026-11-03
Northwest Wealth Management, LLC
8,591$445.6K0.1%ETFLowSpencer, IA2026-10-30
Ergawealth Advisors, Inc.
8,480$439.9K0.2%ETFMediumOak Brook, IL2026-10-21
Brookstone Capital Management
8,369$434.1K0.0%ETFMediumWheaton, IL2026-10-22
Imc-Chicago, LLC
8,317$431.4K0.0%GARPVery HighChicago, IL2026-11-05
Summit Investment Advisory Services, LLC
8,291$430.0K0.1%ETFVery LowRoseville, MN2026-11-03
TME Financial, Inc.
8,141$422.3K0.3%ETFMediumHuntington Beach, CA2026-10-14
Mayfair Advisory Group, LLC
8,079$419.1K0.1%ETFLowBirmingham, AL2026-10-20
Noesis Capital Mangement Corp
8,020$416.0K0.0%CoreVery LowBoca Raton, FL2026-10-26
Crusonia Wealth Advisors LLC
8,009$415.4K0.1%ETFVery LowDenver, CO2026-10-26
Florida Trust Wealth Management Co
8,000$415.0K0.0%CoreVery LowSanibel, FL2026-11-05
Keudell ison Wealth Management
7,892$409.4K0.1%ETFMediumSalem, OR2026-10-16
BFI Infinity Ltd.
7,795$404.3K0.2%ETFHighZurich, Switzerland2026-10-16
Synergy Asset Management, LLC
7,694$399.1K0.0%GrowthHighVancouver, WA2026-11-05
Integrity Advisory Solutions, LLC
7,692$399.0K0.0%ETFMediumDallas, TX2026-10-29
Ignite Planners, LLC
7,481$393.3K0.1%CoreLowSan Clemente, CA2026-10-14
J. L. Bainbridge & Co., Inc.
7,439$385.9K0.0%GrowthLowSarasota, FL2026-10-20
Alpha Omega Wealth Management LLC
7,349$381.2K0.1%ValueLowRichmond, VA2026-10-23
Courier Capital LLC
7,302$378.8K0.0%ETFLowBuffalo, NY2026-10-19
Ascentis Wealth Management, LLC
7,243$375.7K0.1%Agg GrowthLowDallas, TX2026-11-03
RDA Financial Network
7,107$368.6K0.1%GrowthMediumAkron, IA2026-10-15
Capital Asset Advisory Services LLC
7,100$371.8K0.0%ETFLowWilliamston, MI2026-10-30
Gutierrez Wealth Advisory, LLC
7,070$366.7K0.2%ETFLowLittle Rock, AR2026-11-02
Clear Trail Advisors, LLC
6,943$360.1K0.1%CoreLowHouston, TX2026-10-20
Visionary Wealth Advisors
6,899$357.9K0.0%ETFLowO'Fallon, IL2026-11-04
Shulman DeMeo Asset Management LLC
6,854$363.0K0.1%ETFVery LowLake Success, NY2026-10-09
Stableford Capital II LLC
6,829$354.2K0.1%CoreHighScottsdale, AZ2026-10-09
Independent Wealth Network Inc.
6,718$348.5K0.1%ETFMediumUrbandale, IA2026-10-19
Bokf, NA
6,580$341.3K0.0%CoreLowTulsa, OK2026-10-27
LongView Wealth Management
6,487$336.5K0.1%ETFLowAtlanta, GA2026-10-19
Quantum Financial Partners LLC
6,415$332.7K0.2%ETFN/AOverland Park, KS2026-10-19
Keybank National Association
6,291$326.3K0.0%CoreLowBrooklyn, OH2026-11-04
PMG Family Office LLC
6,197$321.4K0.3%YieldVery LowPlano, TX2026-10-19
MPS Loria Financial Planners, LLC
6,152$319.1K0.1%ETFVery LowBurr Ridge, IL2026-10-14
Wesbanco Bank Inc
6,124$317.7K0.0%CoreLowWheeling, WV2026-11-04
Smithbridge Asset Management Inc
6,000$311.2K0.0%GrowthLowChadds Ford, PA2026-10-19
Steinberganna Wealth Management
5,986$310.5K0.1%ETFLowHuntington, NY2026-10-23
Cullen T Bankers, Inc.
5,970$309.7K0.0%GrowthLowSan Antonio, TX2026-10-28
Signaturefd, LLC
5,947$308.5K0.0%IndexLowAtlanta, GA2026-10-23
Gibraltar Capital Management, Inc.
5,915$306.8K0.0%CoreLowTulsa, OK2026-10-27
Lazari Capital Management, Inc.
5,830$302.4K0.1%GrowthLowBurbank, CA2026-10-20
L.K. Benson & Company, P.C.
5,818$301.8K0.1%YieldVery LowTimonium, MD2026-10-23
Premier Path Wealth Partners, LLC
5,752$298.4K0.0%GrowthMediumMadison, NJ2026-10-16
Obermeyer Wealth Partners
5,726$297.0K0.0%GrowthLowAspen, CO2026-10-21
Armstrong Advisory Group, Inc
5,704$295.9K0.0%ETFHighNeedham, MA2026-10-09
Krilogy Financial LLC
5,699$300.4K0.0%GrowthLowSt. Louis, MO2026-10-13
Richard C. Young & Co., Ltd.
5,640$292.6K0.0%CoreLowNewport, RI2026-11-04
Verus Capital Partners, LLC
5,604$290.7K0.0%GrowthLowScottsdale, AZ2026-11-03
Buckhead Capital Management LLC
5,597$290.3K0.1%CoreLowAtlanta, GA2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
5,503$285.5K0.0%GrowthVery LowSeattle, WA2026-10-27
Washington Trust Advisors, Inc.
5,434$281.9K0.0%GrowthLowWellesley, MA2026-10-22
Rose Capital Advisors LLC
5,399$280.1K0.1%ETFN/AMiami Beach, FL2026-11-04
Reyes Financial Architecture, Inc.
5,379$279.0K0.2%ETFVery HighSan Diego, CA2026-10-22
Wealthcare Capital Partners, LLC
5,358$277.9K0.1%ETFLowWest Chester, PA2026-10-21
Hilltop National Bank
5,300$274.9K0.1%CoreLowCasper, WY2026-10-14
Invested Advisors
5,267$273.2K0.2%CoreMediumState College, PA2026-10-23
TD Private Client Wealth LLC
5,255$272.6K0.0%ETFLowNew York, NY2026-10-28
Wealth Preservation Advisors, LLC
5,201$269.8K0.1%CoreLowChattanooga, TN2026-11-05
Westbourne Investment Advisors, Inc.
5,200$269.7K0.1%GARPLowAnnapolis, MD2026-10-20
Interchange Capital Partners, LLC
5,192$269.3K0.0%GrowthLowPittsburgh, PA2026-10-28
Millennium Capital Advisors, LLC
5,167$268.0K0.1%GrowthLowLittle Rock, AR2026-10-16
Tempus Wealth Planning, LLC
5,111$265.1K0.1%ETFMediumIrvine, CA2026-10-14
Investment Research Partners LLC
5,071$263.0K0.1%CoreLowLemont, PA2026-10-19
Financial Insights, Inc.
5,049$261.9K0.1%ETFLowTacoma, WA2026-10-27
Future Financial Wealth Managment LLC
5,019$260.3K0.2%ETFMediumCincinnati, OH2026-10-15
Envision Financial LLC
5,014$260.1K0.1%ETFLowBrookfield, WI2026-10-15
Central Trust Co
4,994$259.0K0.0%CoreLowJefferson City, MO2026-11-05
Silverlake Wealth Management LLC
4,982$258.4K0.0%ETFLowWilliston, VT2026-10-21
Legacy Wealth Partners, LLC
4,919$255.1K0.1%ETFHighLakewood, CO2026-10-15
Redwood Family Wealth LLC
4,797$248.8K0.2%GrowthLowPlano, TX2026-10-20
CDM Financial Counseling Services, Inc.
4,743$246.0K0.2%ETFVery LowNorwich, CT2026-10-15
Brandywine OAK Private Wealth LLC
4,693$243.4K0.0%ETFVery LowKennett Square, PA2026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
4,650$244.6K0.1%ETFLowThe Woodlands, TX2026-10-21
Essex Bank
4,646$240.9K0.0%CoreLowEssex, CT2026-10-16
HB Wealth Management, LLC
4,632$240.3K0.0%IndexVery LowAtlanta, GA2026-10-23
Rainey & Randall Wealth Advisors Inc.
4,610$239.1K0.0%ETFVery LowCelebration, FL2026-10-26
Beaumont Asset Management, L.L.C.
4,553$236.2K0.1%ETFLowBeaumont, TX2026-10-16
EPG Wealth Management LLC
4,532$235.1K0.1%GrowthLowAtlanta, GA2026-11-03
HBW Advisory Services LLC
4,520$234.5K0.0%ETFMediumSimi Valley, CA2026-10-15
Lyell Wealth Management, LP
4,500$233.4K0.0%GrowthLowMenlo Park, CA2026-10-30
Edgemoor Investment Advisors, Inc.
4,450$230.8K0.0%CoreVery LowBethesda, MD2026-11-03
Southland Equity Partners LLC
4,445$230.6K0.0%ETFLowWildwood, MO2026-10-14
Objective Capital Management, LLC
4,416$229.1K0.2%ETFLowFairlawn, OH2026-10-13
Searle & Co.
4,337$225.0K0.1%CoreLowGreenwich, CT2026-11-04
Secure Asset Management, LLC
4,318$224.0K0.0%GrowthMediumTroy, MI2026-10-19
Cadent Capital Advisors, LLC
4,283$222.2K0.0%ETFHighTulsa, OK2026-10-09
Ritholtz Wealth Management
4,230$219.4K0.0%IndexLowNew York, NY2026-11-05
Compass Financial Management LLC
4,196$217.7K0.0%CoreN/ATampa, FL2026-10-30
LVW Advisors, LLC
4,185$217.1K0.0%CoreMediumPittsford, NY2026-10-19
Northcape Wealth Management, LLC
4,170$216.3K0.1%CoreLowWilliamsville, NY2026-11-04
Destiny Wealth Partners, LLC
4,160$219.4K0.0%ETFMediumTavares, FL2026-11-05
Steel Grove Capital Advisors, LLC
4,105$212.9K0.0%ETFLowMemphis, TN2026-10-13
Acorn Wealth Advisors, LLC
4,054$210.3K0.1%ETFLowGrand Blanc, MI2026-10-19
Evolution Wealth Advisors, LLC
4,050$210.1K0.0%ETFLowAventura, FL2026-11-03
Ridgepath Capital Management LLC
4,000$207.5K0.1%ETFHighKnoxville, TN2026-10-29
Surience Private Wealth LLC
3,946$204.7K0.2%ETFVery HighYakima, WA2026-10-16
Diversified Management Inc
3,900$202.3K0.0%CoreVery LowMilwaukee, WI2026-10-08
Larson Financial Group LLC
3,895$202.0K0.0%GrowthLowSt Louis, MO2026-11-05
Atlantic Edge Private Wealth Management, LLC
3,730$193.5K0.0%CoreLowJacksonville, FL2026-10-20
First Horizon Corp
3,689$191.3K0.0%CoreLowMemphis, TN2026-10-26
Roxbury Financial LLC
3,668$190.3K0.1%CoreVery LowMount Arlington, NJ2026-10-01
Holos Integrated Wealth LLC
3,145$164.2K0.1%ETFLowKennett Square, PA2026-10-23
Pinnacle Bancorp, Inc.
3,120$161.8K0.0%CoreVery LowBeatrice, NE2026-10-21
Pinnacle Wealth Planning Services, Inc.
3,092$160.4K0.0%GARPLowMansfield, OH2026-10-27
Nfsg Corp
2,821$146.3K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Princeton Global Asset Management LLC
2,600$134.9K0.0%GrowthLowPrinceton, NJ2026-10-21
Redwood Park Advisors LLC
2,525$131.0K0.1%ETFVery LowRedwood City, CA2026-11-02
Cassaday & Co Wealth Management LLC
2,441$126.6K0.0%ETFVery LowMclean, VA2026-10-27
Lodestone Wealth Management LLC
2,255$117.0K0.0%CoreLowSpokane, WA2026-10-14
Putney Financial Group LLC
2,184$113.3K0.1%GrowthLowSan Rafael, CA2026-10-30
Nova Financial LLC
2,025$105.0K0.0%N/AN/ATucson, AZ2026-11-04
Golden State Wealth Management, LLC
1,974$102.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Gilpin Wealth Management, LLC
1,803$93.5K0.1%GrowthLowDenver, CO2026-10-09
Elevation Wealth Partners, LLC
1,733$89.9K0.0%ETFLowWalnut Creek, CA2026-10-07
Eastern Bank
1,720$89.2K0.0%GrowthMediumBoston, MA2026-10-05
TD Waterhouse Canada Inc.
1,703$88.7K0.0%CoreLowToronto, Australia2026-10-16
Jacobi Capital Management LLC
1,585$82.2K0.0%CoreLowPittston, PA2026-11-05
Summer Road LLC
1,535$79.6K0.1%Deep ValueVery LowWest Palm Beach, FL2026-11-05
Root Financial Partners, LLC
1,519$78.8K0.0%ETFMediumEncinitas, CA2026-10-21
CoreCap Advisors, LLC
1,385$71.8K0.0%ETFMediumSouthfield, MI2026-10-08
Meriwether Wealth & Planning, LLC
1,305$67.7K0.0%ETFMediumMinden, LA2026-10-13
Flagship Wealth Advisors, LLC
1,300$67.4K0.0%ETFLowWakefield, MA2026-11-03
Foresight Capital Management Advisors, Inc.
1,250$64.8K0.0%CoreMediumSaline, MI2026-10-27
Friedenthal Financial
1,102$57.2K0.0%ETFHighMarlton, NJ2026-10-27
Maseco LLP
1,070$55.5K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Three Bridge Wealth Advisors, LLC
1,068$55.4K0.0%ETFLowLos Altos, CA2026-11-05
Spire Wealth Management
973$50.5K0.0%GrowthMediumMclean, VA2026-10-30
Arlington Trust Co LLC
910$47.2K0.0%ETFMediumBirmingham, AL2026-10-20
Citizens National Bank Trust Department
860$44.6K0.0%CoreVery LowMeridian, MS2026-11-04
City State Bank
837$43.4K0.0%GrowthVery LowNorwalk, IA2026-10-20
First United Bank & Trust
834$43.3K0.0%CoreLowOakland, MD2026-10-22
Buck Wealth Strategies, LLC
831$43.1K0.0%ValueMediumDenver, CO2026-10-28
Independence Bank of Kentucky
805$41.8K0.0%GrowthLowOwensboro, KY2026-10-26
Montag A & Associates Inc
802$41.6K0.0%CoreLowAtlanta, GA2026-10-29
Financial Network Wealth Advisors LLC
735$38.1K0.0%ETFLowMurray, UT2026-10-28
Financial Consulate, Inc
600$31.1K0.0%ETFLowHunt Valley, MD2026-10-23
Quaker Wealth Management, LLC
600$31.1K0.0%ETFMediumMoorestown, NJ2026-10-22
GS Investments, Inc.
600$31.1K0.0%CoreVery LowEagan, MN2026-11-05
1620 Investment Advisors, Inc.
581$30.1K0.0%ValueLowPlymouth, MA2026-11-04
Gamma Investing LLC
547$28.4K0.0%IndexVery LowFoster City, CA2026-10-08
Archer Investment Corp
543$28.2K0.0%CoreMediumCarmel, IN2026-11-05
Financial Management Professionals, Inc.
481$25.0K0.0%ETFMediumAustin, TX2026-10-23
Bank of New Hampshire
470$24.4K0.0%CoreLowLaconia, NH2026-10-06
GK Wealth Management LLC
467$24.2K0.0%GARPVery HighReno, NV2026-10-09
Hazlett, Burt & Watson, Inc.
423$8.0K0.0%CoreVery LowWheeling, WV2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
400$20.7K0.0%GrowthMediumIndianapolis, IN2026-10-14
Creative Financial Designs Inc
349$18.1K0.0%ETFMediumKokomo, IN2026-11-04
CGC Financial Services, LLC
325$16.9K0.0%ETFLowLake Oswego, OR2026-10-13
Barrett & Company, Inc.
300$15.6K0.0%ETFLowProvidence, RI2026-10-22
Davis Capital Management
268$13.9K0.0%CoreLowJacksonville, FL2026-10-08
Silver Grove Financial Group, Inc.
209$10.8K0.0%CoreMediumOrchard Park, NY2026-11-05
Highline Wealth Partners LLC
208$10.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
Moisand Fitzgerald Tamayo, LLC
206$10.7K0.0%ETFVery LowOrlando, FL2026-10-15
Harbor Investment Advisory, LLC
200$10.4K0.0%GrowthLowLutherville, MD2026-10-13
Concord Wealth Partners
180$9.3K0.0%GrowthLowAbingdon, VA2026-11-02
Ares Financial Consulting, LLC
170$8.8K0.0%CoreLowCalabasas, CA2026-10-19
Avion Wealth
168$80.0%ETFLowThe Woodlands, TX2026-11-04
Lynch Investment Planning, LLC
162$8.4K0.0%ETFLowNewtown Square, PA2026-10-27
United Community Bank
154$8.0K0.0%CoreLowGreenville, SC2026-10-28
Blume Capital Management, Inc.
153$7.9K0.0%CoreMediumBerkeley, CA2026-10-26
Kelleher Financial Advisors
144$7.5K0.0%CoreMediumNew York, NY2026-10-30
Abound Wealth Management
127$6.6K0.0%ETFVery LowFranklin, TN2026-10-26
EverSource Wealth Advisors, LLC
125$6.5K0.0%CoreMediumBirmingham, AL2026-11-04
Wolff Wiese Magana LLC
109$5.7K0.0%GrowthLowCarslbad, CA2026-10-15
Trust Co
108$5.6K0.0%ETFVery LowManhattan, KS2026-10-09
Caldwell Trust Co
107$5.6K0.0%GrowthLowVenice, FL2026-10-30
Markowski Investments
100$5.2K0.0%ETFN/ATampa, FL2026-10-30
Global Trust Asset Management, LLC
100$5.2K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Next Level Wealth Planning, LLC
78$4.0K0.0%ETFVery LowMeridian, ID2026-10-29
Sima Wealth Partners, LLC
60$3.1K0.0%ETFVery LowRichmond, VA2026-10-19
Tounjian Advisory Partners, LLC
57$3.0K0.0%GrowthHighFort Myers, FL2026-11-04
Madden Securities Corp
50$2.6K0.0%GrowthMediumDallas, TX2026-10-27
Triumph Capital Management
40$2.1K0.0%ETFMediumDenver, CO2026-10-14
Transce3nd, LLC
32$1.7K0.0%GrowthLowBuda, TX2026-10-26
Reap Financial Group, LLC
25$1.3K0.0%ETFLowAustin, TX2026-11-02
JFS Wealth Advisors, LLC
20$1.0K0.0%ETFVery LowHermitage, PA2026-11-03
MV Capital Management, Inc.
18$9340.0%ETFLowBethesda, MD2026-10-29
Plante Moran Financial Advisors, LLC
13$6740.0%ETFVery LowSouthfield, MI2026-11-04
Valley National Advisers Inc
3$1670.0%ETFLowBethlehem, PA2026-10-23