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ARK Innovation ETF (ARKK)

CUSIP: 00214Q104 | NYSE | 2163 institutional holders

Quarters

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

Citigroup Inc4,120,662
0.1% of portfolio›$367.2M
Imc-Chicago, LLC399,123
0.0% of portfolio›$35.6M
AXS Investments LLC379,057
3.3% of portfolio›$33.8M
Commonwealth Equity Services, LLC288,658
0.0% of portfolio›$25.7M
Venture Visionary Partners LLC260,831
0.6% of portfolio›$23.2M
Mission Wealth Management, LP229,620
0.3% of portfolio›$20.5M
Cambridge Investment Research Advisors, Inc.201,734
0.1% of portfolio›$18.0M
Gerber, LLC169,246
6.9% of portfolio›$15.1M
Titleist Asset Management, LLC141,252
0.8% of portfolio›$12.6M
Brookstone Capital Management105,984
0.1% of portfolio›$9.4M
Blue Sky Capital Consultants Group, Inc.103,208
3.9% of portfolio›$9.2M
Strategic Family Wealth Counselors, L.L.C.95,538
2.0% of portfolio›$8.5M
Kestra Advisory Services, LLC90,681
0.0% of portfolio›$8.1M
SkyOak Wealth, LLC88,136
1.3% of portfolio›$7.9M
Wealth Enhancement Advisory Services, LLC85,426
0.0% of portfolio›$7.5M
Truist Financial Corp74,319
0.0% of portfolio›$6.6M
NBZ Investment Advisors LLC69,074
2.4% of portfolio›$6.2M
Elevation Point Wealth Partners, LLC64,669
0.1% of portfolio›$5.8M
Kestra Private Wealth Services, LLC59,227
0.1% of portfolio›$5.3M
Variant Private Wealth, LLC51,615
4.1% of portfolio›$4.6M
Madison Park Capital Advisors, LLC45,497
2.6% of portfolio›$4.1M
Missouri Trust & Investment Co44,405
1.1% of portfolio›$4.0M
Farther Finance Advisors, LLC41,495
0.0% of portfolio›$3.7M
Axxcess Wealth Management, LLC40,914
0.1% of portfolio›$3.6M
Rose Capital Advisors LLC38,875
0.8% of portfolio›$3.5M
Blue Trust, Inc.38,615
0.0% of portfolio›$3.4M
Verus Capital Partners, LLC38,562
0.2% of portfolio›$3.4M
Creative Planning35,710
0.0% of portfolio›$3.2M
Candriam S.C.A.35,520
0.0% of portfolio›$3.2M
GoalVest Advisory LLC32,789
0.0% of portfolio›$46.1K
Purus Wealth Management, LLC30,923
0.8% of portfolio›$2.8M
Concurrent Investment Advisors, LLC30,846
0.0% of portfolio›$2.7M
Post Resch Tallon Group Inc.30,717
1.9% of portfolio›$2.7M
Kingswood Wealth Advisors, LLC29,512
0.1% of portfolio›$2.6M
Crescent Grove Advisors, LLC28,396
0.2% of portfolio›$2.5M
Cassaday & Co Wealth Management LLC28,169
0.0% of portfolio›$2.5M
M Holdings Securities, Inc.26,028
0.0% of portfolio›$2.2K
Legacy Private Trust Co.26,009
0.1% of portfolio›$2.3M
J.W. Cole Advisors, Inc.25,811
0.0% of portfolio›$2.3M
Apella Capital, LLC25,740
0.0% of portfolio›$2.3M
Patriot Financial Group Insurance Agency, LLC24,791
0.2% of portfolio›$2.2M
EverSource Wealth Advisors, LLC24,574
0.1% of portfolio›$2.2M
Valen Private Capital, LLC24,345
0.7% of portfolio›$2.2M
Avior Wealth Management, LLC23,090
0.1% of portfolio›$2.1M
Kraematon Investment Advisors, Inc21,296
1.4% of portfolio›$1.9M
Redhawk Wealth Advisors, Inc.20,254
0.2% of portfolio›$1.8M
United Advisor Group, LLC20,171
0.2% of portfolio›$1.8M
Independent Financial Group, LLC19,740
0.0% of portfolio›$1.8M
NavPoint Financial, Inc.19,628
0.6% of portfolio›$1.7M
TD Waterhouse Canada Inc.19,092
0.0% of portfolio›$1.7M
Intesa Sanpaolo Wealth Management19,000
0.3% of portfolio›$1.7M
PFG Advisors18,000
0.1% of portfolio›$1.6M
Sloy Dahl & Holst, LLC17,889
0.2% of portfolio›$1.6M
Capital Investment Advisors, LLC16,635
0.0% of portfolio›$1.5M
Integral Investment Advisors, Inc.16,382
0.3% of portfolio›$1.5M
Advisor OS, LLC16,230
0.1% of portfolio›$1.4M
Biltmore Family Office, LLC15,500
0.2% of portfolio›$1.4M
New England Private Wealth Advisors LLC15,136
0.1% of portfolio›$1.3M
Sigma Planning Corp14,447
0.0% of portfolio›$1.3M
BridgePort Financial Solutions, LLC14,369
0.3% of portfolio›$1.3M
Worthington Financial Partners, LLC14,065
1.1% of portfolio›$1.3M
Grant Private Wealth Management Inc13,757
0.5% of portfolio›$1.2M
Evolution Wealth Advisors, LLC13,177
0.1% of portfolio›$1.2M
Lido Advisors, LLC13,113
0.0% of portfolio›$1.2M
International Assets Investment Management, LLC13,070
0.1% of portfolio›$1.2M
Koshinski Asset Management, Inc.12,842
0.1% of portfolio›$1.1M
BIP Wealth, LLC11,656
0.0% of portfolio›$1.0M
Clear Harbor Asset Management, LLC11,428
0.1% of portfolio›$1.0M
D.A. Davidson & Co.11,304
0.0% of portfolio›$1.0M
Wealthcare Advisory Partners LLC11,232
0.0% of portfolio›$1.0M
Summit Investment Advisory Services, LLC11,200
0.2% of portfolio›$997.9K
Cornerstone Wealth Management, LLC11,192
0.0% of portfolio›$997.2K
Retirement Guys Formula LLC11,120
0.4% of portfolio›$990.8K
Straight Path Wealth Management10,932
0.2% of portfolio›$974.0K
Relyea Zuckerberg Hanson LLC10,856
0.1% of portfolio›$967.3K
Lebenthal Global Advisors, LLC10,438
0.1% of portfolio›$930.0K
Carnegie Investment Counsel10,059
0.0% of portfolio›$896.2K
Lanark Financial, Inc.9,679
0.1% of portfolio›$862.4K
Three Magnolias Financial Advisors, LLC9,168
0.5% of portfolio›$816.9K
Beacon Financial Advisory LLC9,069
0.2% of portfolio›$808.1K
Indivisible Partners9,007
0.0% of portfolio›$802.5K
Dynamic Advisor Solutions LLC8,940
0.0% of portfolio›$796.5K
HB Wealth Management, LLC8,894
0.0% of portfolio›$792.4K
Ballew Advisors, Inc8,654
0.4% of portfolio›$777.4K
St. Louis Trust Co8,615
0.1% of portfolio›$767.6K
Guyasuta Investment Advisors Inc8,610
0.0% of portfolio›$767.2K
True Private Wealth Advisors8,308
0.1% of portfolio›$740.2K
B. Riley Wealth Advisors, Inc.8,212
0.0% of portfolio›$731.7K
Avidian Wealth Enterprises, LLC8,094
0.0% of portfolio›$721.1K
Cyndeo Wealth Partners, LLC7,992
0.0% of portfolio›$712.1K
Horizon Wealth Management, LLC7,607
0.1% of portfolio›$677.7K
Bison Wealth, LLC7,576
0.1% of portfolio›$666.9K
Rinkey Investments7,383
0.2% of portfolio›$657.8K
Bank of New York Mellon Corp7,350
0.0% of portfolio›$654.9K
Perigon Wealth Management, LLC7,346
0.0% of portfolio›$654.5K
Thrivent Financial for Lutherans7,201
0.0% of portfolio›$640.0K
Park Avenue Securities LLC7,146
0.0% of portfolio›$637.0K
MCF Advisors LLC7,057
0.0% of portfolio›$628.8K
Csenge Advisory Group6,917
0.0% of portfolio›$616.3K
StoneX Group Inc.6,859
0.0% of portfolio›$611.1K
XML Financial, LLC6,804
0.0% of portfolio›$606.2K
Richardson Capital Management LLC6,716
0.2% of portfolio›$598.4K
Larson Financial Group LLC6,694
0.0% of portfolio›$596.5K
Trust Co6,623
0.1% of portfolio›$590.1K
Signaturefd, LLC6,584
0.0% of portfolio›$586.7K
Apollon Wealth Management, LLC6,501
0.0% of portfolio›$579.2K
Fortem Financial Group, LLC6,257
0.1% of portfolio›$557.5K
Principle Wealth Partners LLC6,148
0.0% of portfolio›$547.8K
Oppenheimer & Co Inc6,118
0.0% of portfolio›$545.1K
Fiduciary Alliance LLC6,064
0.0% of portfolio›$540.3K
IFP Advisors, Inc5,967
0.0% of portfolio›$531.7K
Rossmore Private Capital5,920
0.0% of portfolio›$527.5K
Acorn Financial Advisory Services Inc5,821
0.1% of portfolio›$518.7K
Sovran Advisors, LLC5,735
0.0% of portfolio›$493.0K
MGO One Seven LLC5,663
0.0% of portfolio›$504.6K
Signature Estate & Investment Advisors LLC5,649
0.0% of portfolio›$503.3K
First Heartland Consultants, Inc.5,643
0.0% of portfolio›$502.8K
Sowell Financial Services LLC5,558
0.0% of portfolio›$495.2K
CPA Asset Management Group, LLC5,486
0.1% of portfolio›$488.8K
Total Investment Management Inc5,453
0.0% of portfolio›$485.9K
SteelPeak Wealth, LLC5,282
0.0% of portfolio›$470.6K
Milestone Asset Management, LLC5,203
0.1% of portfolio›$463.6K
Triumph Capital Management5,104
0.1% of portfolio›$454.8K
Carlson Financial, Inc.5,033
0.2% of portfolio›$448.4K
AdvisorNet Financial, Inc5,004
0.0% of portfolio›$422.7K
RFG Advisory, LLC4,955
0.0% of portfolio›$441.5K
Global Assets Advisory, LLC4,834
0.1% of portfolio›$445.3K
Heritage Wealth Management, Inc.4,794
0.1% of portfolio›$427.1K
Focus Financial Network, Inc.4,745
0.0% of portfolio›$422.8K
Heritage Wealth Management, Inc.4,726
0.1% of portfolio›$421.1K
Integrity Alliance, Llc.4,685
0.0% of portfolio›$417.4K
Wedbush Securities Inc4,679
0.0% of portfolio›$417.0K
Archford Capital Strategies, LLC4,607
0.0% of portfolio›$410.5K
Clear Creek Financial Management, LLC4,599
0.0% of portfolio›$409.7K
Arlington Capital Management Inc4,545
0.2% of portfolio›$404.9K
Brighton Jones LLC4,321
0.0% of portfolio›$385.0K
PDS Planning, Inc4,320
0.0% of portfolio›$384.9K
Seven Mile Advisory4,316
0.3% of portfolio›$384.6K
IPG Investment Advisors LLC4,286
0.1% of portfolio›$381.9K
Milestone Asset Management Group, LLC4,279
0.2% of portfolio›$381.3K
Robertson Stephens Wealth Management, LLC4,220
0.0% of portfolio›$376.0K
Syntegra Private Wealth Group, LLC4,209
0.0% of portfolio›$375.0K
Strategic Wealth Investment Group, LLC4,180
0.0% of portfolio›$372.4K
Krilogy Financial LLC4,128
0.0% of portfolio›$363.4K
AlphaStar Capital Management, LLC4,120
0.0% of portfolio›$367.1K
Wealth Alliance Advisory Group, LLC4,081
0.1% of portfolio›$363.6K
Optivise Advisory Services LLC4,048
0.2% of portfolio›$360.7K
Vontobel Holding Ltd.4,018
0.0% of portfolio›$358.0K
Stablepoint Partners, LLC4,007
0.0% of portfolio›$357.0K
Kuhn & Co Investment Counsel4,000
0.2% of portfolio›$356.4K
Capital Investment Advisory Services, LLC3,982
0.0% of portfolio›$354.8K
Visionary Wealth Advisors3,949
0.0% of portfolio›$351.8K
Oxler Private Wealth LLC3,925
0.1% of portfolio›$349.7K
Atria Investments, Inc3,912
0.0% of portfolio›$348.6K
CX Institutional3,865
0.0% of portfolio›$344
Worth Asset Management, LLC3,844
0.1% of portfolio›$342.5K
Prime Capital Investment Advisors, LLC3,818
0.0% of portfolio›$340.2K
Parallel Advisors, LLC3,795
0.0% of portfolio›$338.2K
Fiduciary Family Office, LLC3,745
0.1% of portfolio›$333.7K
Cullen T Bankers, Inc.3,644
0.0% of portfolio›$324.7K
Interchange Capital Partners, LLC3,643
0.1% of portfolio›$324.6K
Doliver Advisors, LP3,634
0.1% of portfolio›$323.8K
Convergence Financial, LLC3,584
0.0% of portfolio›$319.3K
Colonial River Investments, LLC3,583
0.1% of portfolio›$319.2K
Covenant Asset Management, LLC3,480
0.0% of portfolio›$310.1K
Navigation Group, LLC3,457
0.1% of portfolio›$308.0K
Insight Advisors, LLC/ PA3,452
0.1% of portfolio›$307.6K
High Net Worth Advisory Group LLC3,427
0.1% of portfolio›$305.3K
Legacy Solutions, LLC3,414
0.2% of portfolio›$304.2K
Advisors Management Group Inc3,409
0.1% of portfolio›$303.0K
MMA Asset Management LLC3,387
0.1% of portfolio›$301.7K
Quadcap Wealth Management, LLC3,275
0.0% of portfolio›$291.8K
Atlatl Advisers LLC3,225
0.1% of portfolio›$287.3K
Citizens Financial Group Inc3,200
0.0% of portfolio›$285.1K
Diversified Management Inc3,188
0.0% of portfolio›$284.1K
Perryman Financial Advisory Inc3,179
0.0% of portfolio›$283.2K
Strategic Blueprint, LLC3,176
0.0% of portfolio›$283.0K
Compass Financial Group, Inc3,140
0.0% of portfolio›$279.7K
Partners Wealth Management, LLC3,096
0.0% of portfolio›$275.8K
Legacy Wealth Partners, LLC3,094
0.1% of portfolio›$275.7K
Moody National Bank Trust Division3,000
0.0% of portfolio›$267.3K
Clientfirst Wealth Management, LLC3,000
0.2% of portfolio›$267.3K
Golden State Wealth Management, LLC2,965
0.0% of portfolio›$264.2K
Family Office Research LLC2,920
0.1% of portfolio›$260.3K
Regatta Capital Group, LLC2,875
0.0% of portfolio›$256.2K
Collar Capital Management, LLC2,809
0.1% of portfolio›$250.3K
Capital Advisors, Ltd. LLC2,755
0.1% of portfolio›$245.0K
Choreo, LLC2,754
0.0% of portfolio›$245.4K
KPP Advisory Services LLC2,743
0.0% of portfolio›$244.4K
Procyon Advisors, LLC2,736
0.0% of portfolio›$243.8K
HBW Advisory Services LLC2,728
0.0% of portfolio›$243.1K
Summit Place Financial Advisors, LLC2,703
0.1% of portfolio›$240.8K
Valeo Financial Advisors, LLC2,703
0.0% of portfolio›$240.9K
Summit Wealth Group LLC / Co2,692
0.0% of portfolio›$239.9K
Lauer Wealth, LLC2,657
0.1% of portfolio›$232.8K
South Shore Capital Advisors2,649
0.2% of portfolio›$236.0K
VestGen Advisors, LLC2,630
0.0% of portfolio›$234.3K
Quad-Cities Investment Group, LLC2,607
0.1% of portfolio›$232.3K
Viewpoint Capital Management LLC2,581
0.1% of portfolio›$230.0K
Seven Hills Financial, LLC2,580
0.1% of portfolio›$229.9K
Flagship Harbor Advisors, LLC2,535
0.0% of portfolio›$225.9K
Bright Financial Advisors, Inc.2,523
0.1% of portfolio›$224.8K
Certior Financial Group, LLC2,496
0.1% of portfolio›$222.4K
TCP Asset Management, LLC2,496
0.0% of portfolio›$224.2K
Winthrop Advisory Group LLC2,491
0.0% of portfolio›$222.0K
Compound Planning, Inc.2,487
0.0% of portfolio›$221.6K
Compass Financial Management LLC2,471
0.0% of portfolio›$220.2K
NWF Advisory Services Inc.2,448
0.0% of portfolio›$218.1K
Financial Management Professionals, Inc.2,425
0.0% of portfolio›$216.0K
OxenFree Capital LLC2,423
0.1% of portfolio›$219.3K
Diligent Investors, LLC2,415
0.0% of portfolio›$215.2K
Coquina Private Wealth LLC2,376
0.1% of portfolio›$211.7K
Carrera Capital Advisors2,375
0.0% of portfolio›$211.6K
Segment Wealth Management, LLC2,345
0.0% of portfolio›$208.9K
Mokosak Advisory Group, LLC2,343
0.0% of portfolio›$208.8K
Equitable Trust Co2,343
0.0% of portfolio›$208.8K
Greenfield Savings Bank2,330
0.1% of portfolio›$207.6K
SFG Wealth Management, Llc.2,316
0.1% of portfolio›$206.3K
Total Wealth Planning & Management, Inc.2,310
0.2% of portfolio›$205.8K
Traynor Capital Management, Inc.2,310
0.0% of portfolio›$205.9K
Retirement Planning Group, LLC2,294
0.0% of portfolio›$204.4K
J. Derek Lewis & Associates Inc.2,287
0.0% of portfolio›$203.8K
Midwest Trust Co2,285
0.0% of portfolio›$203.6K
Iron Financial LLC2,266
0.1% of portfolio›$201.9K
AlphaCore Capital LLC2,262
0.0% of portfolio›$201.5K
Facet Wealth, Inc.2,261
0.0% of portfolio›$201.5K
Inscription Capital, LLC2,260
0.0% of portfolio›$201.4K
Whipplewood Advisors, LLC2,201
0.1% of portfolio›$196.1K
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,140
0.0% of portfolio›$190.7K
Provenance Wealth Advisors, LLC2,114
0.0% of portfolio›$188.4K
WPG Advisers, LLC1,967
0.1% of portfolio›$175.3K
Plante Moran Financial Advisors, LLC1,854
0.0% of portfolio›$165.2K
Latitude Advisors, LLC1,781
0.0% of portfolio›$158.7K
Mainstream Capital Management LLC1,750
0.1% of portfolio›$155.9K
US Bancorp \de\1,581
0.0% of portfolio›$140.9K
Marshall & Sterling Wealth Advisors Inc.1,395
0.1% of portfolio›$124.3K
Parkside Financial Bank & Trust1,375
0.0% of portfolio›$122.5K
Barrett & Company, Inc.1,301
0.0% of portfolio›$115.9K
Spire Wealth Management1,245
0.0% of portfolio›$110.9K
DeDora Capital, Inc.1,159
0.0% of portfolio›$103.3K
Financial Perspectives, Inc1,158
0.0% of portfolio›$103.1K
Hartford Financial Management Inc.1,068
0.0% of portfolio›$95.1K
Montag A & Associates Inc1,031
0.0% of portfolio›$91.9K
CoreCap Advisors, LLC947
0.0% of portfolio›$84.4K
Private Trust Co NA937
0.0% of portfolio›$83.5K
Nova Financial LLC931
0.0% of portfolio›$83.0K
UMB Private Wealth Management, LLC914
0.1% of portfolio›$81.4K
Fortitude Family Office, LLC903
0.0% of portfolio›$80.5K
Mather Group, Llc.887
0.0% of portfolio›$79.1K
Assetmark, Inc825
0.0% of portfolio›$73.5K
Global Trust Asset Management, LLC800
0.0% of portfolio›$71.3K
Westside Investment Management, Inc.654
0.0% of portfolio›$58.3K
Pension & Wealth Management Advisors, Inc.649
0.0% of portfolio›$57.8K
Brown, Lisle Ings, Inc.640
0.0% of portfolio›$57.0K
Ashton Thomas Private Wealth, LLC614
0.0% of portfolio›$54.7K
Cape Investment Advisory, Inc.535
0.0% of portfolio›$47.7K
Bullock Wealth Management Group517
0.0% of portfolio›$45.8K
Dhjj Financial Advisors, Ltd.513
0.0% of portfolio›$45.7K
SJS Investment Consulting Inc.488
0.0% of portfolio›$43.5K
Fairscale Capital, LLC488
0.0% of portfolio›$39.4K
Mcdonald Partners LLC450
0.0% of portfolio›$40.1K
Creative Financial Designs Inc421
0.0% of portfolio›$37.5K
Compagnie Lombard Odier SCmA400
0.0% of portfolio›$35.6K
Breakwater Investment Management400
0.0% of portfolio›$35.6K
Nemes Rush Group LLC400
0.0% of portfolio›$35.6K
Nfsg Corp380
0.0% of portfolio›$33.9K
Abound Wealth Management379
0.0% of portfolio›$33.8K
Princeton Global Asset Management LLC365
0.0% of portfolio›$32.5K
Decker Retirement Planning Inc.336
0.0% of portfolio›$29.9K
Murphy & Mullick Capital Management Corp310
0.0% of portfolio›$27.7K
Trust Co of Vermont295
0.0% of portfolio›$26.3K
Activest Wealth Management290
0.0% of portfolio›$25.8K
Byrne Asset Management LLC285
0.0% of portfolio›$25.2K
Meriwether Wealth & Planning, LLC280
0.0% of portfolio›$24.9K
LAM Group, Inc.275
0.0% of portfolio›$24.5K
TrinityBridge Ltd275
0.0% of portfolio›$24
Markowski Investments270
0.0% of portfolio›$24.1K
Balance Wealth Partners LLC250
0.0% of portfolio›$22.3K
Foster Dykema Cabot & Partners, LLC244
0.0% of portfolio›$21.7K
Jnba Financial Advisors239
0.0% of portfolio›$21.3K
Transce3nd, LLC238
0.0% of portfolio›$20.3K
Moisand Fitzgerald Tamayo, LLC220
0.0% of portfolio›$19.6K
Kings Path Partners LLC217
0.0% of portfolio›$19.3K
IFS Advisors, LLC213
0.0% of portfolio›$19.0K
Key FInancial Inc206
0.0% of portfolio›$18.4K
McCarley & Cook Financial Planners203
0.0% of portfolio›$18.1K
Signature Equity Partners, LLC185
0.0% of portfolio›$16.5K
North Star Investment Management Corp.158
0.0% of portfolio›$14.1K
Caldwell Trust Co156
0.0% of portfolio›$13.9K
Physician Wealth Advisors, Inc.154
0.0% of portfolio›$13.7K
Independence Bank of Kentucky150
0.0% of portfolio›$13.4K
Ascentis Independent Advisors143
0.0% of portfolio›$12.8K
Flagship Wealth Advisors, LLC133
0.0% of portfolio›$11.9K
Tsfg, LLC121
0.0% of portfolio›$11
Trust Co of Toledo NA120
0.0% of portfolio›$10.7K
Birchwood Financial Partners, Inc.110
0.0% of portfolio›$9.8K
Noble Wealth Management PBC100
0.0% of portfolio›$8.9K
Pacific Center for Financial Services91
0.0% of portfolio›$8.1K
Private Wealth Management Group, LLC89
0.0% of portfolio›$7.9K
MTM Investment Management, LLC87
0.0% of portfolio›$7.8K
RMG Wealth Management LLC85
0.0% of portfolio›$6.9K
Wolff Wiese Magana LLC79
0.0% of portfolio›$7.0K
Concord Wealth Partners73
0.0% of portfolio›$6.5K
John Boyer, Inc.69
0.0% of portfolio›$6.1K
Gen-Wealth Partners Inc68
0.0% of portfolio›$6.1K
JFS Wealth Advisors, LLC64
0.0% of portfolio›$5.7K
Albion Financial Group63
0.0% of portfolio›$5.7K
Hilton Head Capital Partners, LLC59
0.0% of portfolio›$5.3K
Mechanics Financial Corp50
0.0% of portfolio›$4.5K
Main Street Group, LTD50
0.0% of portfolio›$4.5K
Bay Harbor Wealth Management, LLC50
0.0% of portfolio›$4.5K
CrossGen Wealth, LLC49
0.0% of portfolio›$4.4K
Miller Wealth Advisors, LLC45
0.0% of portfolio›$4.0K
Rossby Financial, LCC42
0.0% of portfolio›$3.7K
Planning Strategies Inc.36
0.0% of portfolio›$3.2K
Birch Financial Group, LLC35
0.0% of portfolio›$3.1K
Thurston, Springer, Miller, Herd & Titak, Inc.28
0.0% of portfolio›$2.5K
Wilmington Savings Fund Society, FSB26
0.0% of portfolio›$2.3K
Atlantic Edge Private Wealth Management, LLC25
0.0% of portfolio›$2.2K
Aspect Partners, LLC25
0.0% of portfolio›$2.2K
American Capital Advisory, LLC25
0.0% of portfolio›$2.2K
GK Wealth Management LLC20
0.0% of portfolio›$1.8K
Oakworth Capital, Inc.19
0.0% of portfolio›$1.7K
Versant Capital Management, Inc15
0.0% of portfolio›$1.3K
Go Invest LLC14
0.0% of portfolio›$1.2K
Country Trust Bank13
0.0% of portfolio›$1.2K
Essential Partners LLC12
0.0% of portfolio›$1.1K
Signature Resources Capital Management, LLC12
0.0% of portfolio›$1.1K
Pathway Financial Advisers, LLC10
0.0% of portfolio›$891
Evermay Wealth Management LLC10
0.0% of portfolio›$899
Harbor Investment Advisory, LLC9
0.0% of portfolio›$802
Kelleher Financial Advisors9
0.0% of portfolio›$802
Nvwm, LLC8
0.0% of portfolio›$713
Strengthening Families & Communities, LLC7
0.0% of portfolio›$624
Miller Global Investments, LLC7
0.0% of portfolio›$624
Valley National Advisers Inc4
0.0% of portfolio›$357
Pinnacle Wealth Planning Services, Inc.4
0.0% of portfolio›$356
Madden Securities Corp3
0.0% of portfolio›$267
Acumen Wealth Advisors, LLC2
0.0% of portfolio›$179
Hoertkorn Richard Charles1
0.0% of portfolio›$89
Ascentis Wealth Management, LLC1
0.0% of portfolio›$89
Root Financial Partners, LLC0
0.0% of portfolio›$4
StyleTurnoverLocationFiled
Citigroup Inc
4,120,662$367.2M0.1%CoreMediumNew York, NY2026-11-04
Imc-Chicago, LLC
399,123$35.6M0.0%GARPVery HighChicago, IL2026-11-05
AXS Investments LLC
379,057$33.8M3.3%GrowthMediumPort Chester, NY2026-11-04
Commonwealth Equity Services, LLC
288,658$25.7M0.0%ETFLowWaltham, MA2026-11-02
Venture Visionary Partners LLC
260,831$23.2M0.6%CoreLowSylvania, OH2026-10-07
Mission Wealth Management, LP
229,620$20.5M0.3%ETFLowSanta Barbara, CA2026-10-15
Cambridge Investment Research Advisors, Inc.
201,734$18.0M0.1%ETFLowFairfield, IA2026-11-02
Gerber, LLC
169,246$15.1M6.9%ETFLowColumbus, OH2026-10-21
Titleist Asset Management, LLC
141,252$12.6M0.8%ETFLowSan Antonio, TX2026-10-08
Brookstone Capital Management
105,984$9.4M0.1%ETFMediumWheaton, IL2026-10-22
Blue Sky Capital Consultants Group, Inc.
103,208$9.2M3.9%GrowthMediumPoway, CA2026-10-13
Strategic Family Wealth Counselors, L.L.C.
95,538$8.5M2.0%ETFVery LowFairfield, NJ2026-10-29
Kestra Advisory Services, LLC
90,681$8.1M0.0%CoreLowAustin, TX2026-11-02
SkyOak Wealth, LLC
88,136$7.9M1.3%ETFLowSouthfield, MI2026-10-28
Wealth Enhancement Advisory Services, LLC
85,426$7.5M0.0%CoreLowPlymouth, MN2026-10-13
Truist Financial Corp
74,319$6.6M0.0%CoreLowCharlotte, NC2026-10-30
NBZ Investment Advisors LLC
69,074$6.2M2.4%ETFLowKnoxville, TN2026-10-30
Elevation Point Wealth Partners, LLC
64,669$5.8M0.1%CoreHighDenver, CO2026-11-05
Kestra Private Wealth Services, LLC
59,227$5.3M0.1%GrowthLowAustin, TX2026-10-30
Variant Private Wealth, LLC
51,615$4.6M4.1%GrowthLowTysons, VA2026-10-21
Madison Park Capital Advisors, LLC
45,497$4.1M2.6%ETFMediumSeattle, WA2026-10-28
Missouri Trust & Investment Co
44,405$4.0M1.1%CoreVery LowSpringfield, MO2026-11-04
Farther Finance Advisors, LLC
41,495$3.7M0.0%IndexLowSan Francisco, CA2026-10-08
Axxcess Wealth Management, LLC
40,914$3.6M0.1%CoreLowCarlsbad, CA2026-10-21
Rose Capital Advisors LLC
38,875$3.5M0.8%ETFN/AMiami Beach, FL2026-11-04
Blue Trust, Inc.
38,615$3.4M0.0%ETFLowBrentwood, TN2026-10-15
Verus Capital Partners, LLC
38,562$3.4M0.2%GrowthLowScottsdale, AZ2026-11-03
Creative Planning
35,710$3.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Candriam S.C.A.
35,520$3.2M0.0%GrowthMediumStrassen, Netherlands2026-11-03
GoalVest Advisory LLC
32,789$46.1K0.0%ETFMediumNew York, NY2026-10-02
Purus Wealth Management, LLC
30,923$2.8M0.8%Agg GrowthVery LowNewport Beach, CA2026-10-15
Concurrent Investment Advisors, LLC
30,846$2.7M0.0%GrowthMediumTampa, FL2026-10-16
Post Resch Tallon Group Inc.
30,717$2.7M1.9%ETFLowPittsford, NY2026-10-09
Kingswood Wealth Advisors, LLC
29,512$2.6M0.1%GrowthLowSan Diego, CA2026-10-23
Crescent Grove Advisors, LLC
28,396$2.5M0.2%ETFLowLake Forest, IL2026-10-21
Cassaday & Co Wealth Management LLC
28,169$2.5M0.0%ETFVery LowMclean, VA2026-10-27
M Holdings Securities, Inc.
26,028$2.2K0.0%ETFHighPortland, OR2026-11-03
Legacy Private Trust Co.
26,009$2.3M0.1%ETFLowNeenah, WI2026-10-06
J.W. Cole Advisors, Inc.
25,811$2.3M0.0%IndexLowTampa, FL2026-11-05
Apella Capital, LLC
25,740$2.3M0.0%ETFVery LowWest Hartford, CT2026-10-08
Patriot Financial Group Insurance Agency, LLC
24,791$2.2M0.2%GrowthLowWalpole, MA2026-10-14
EverSource Wealth Advisors, LLC
24,574$2.2M0.1%CoreMediumBirmingham, AL2026-11-04
Valen Private Capital, LLC
24,345$2.2M0.7%ETFN/APaoli, PA2026-10-23
Avior Wealth Management, LLC
23,090$2.1M0.1%ETFMediumOmaha, NE2026-10-13
Kraematon Investment Advisors, Inc
21,296$1.9M1.4%MomentumLowBraintree, MA2026-11-02
Redhawk Wealth Advisors, Inc.
20,254$1.8M0.2%ETFHighMinneapolis, MN2026-10-14
United Advisor Group, LLC
20,171$1.8M0.2%ETFLowCincinnati, OH2026-11-03
Independent Financial Group, LLC
19,740$1.8M0.0%GrowthLowSan Diego, CA2026-10-13
NavPoint Financial, Inc.
19,628$1.7M0.6%ETFVery LowPrior Lake, MN2026-10-21
TD Waterhouse Canada Inc.
19,092$1.7M0.0%CoreLowToronto, Australia2026-10-16
Intesa Sanpaolo Wealth Management
19,000$1.7M0.3%GrowthMediumLuxembourg, Netherlands2026-10-28
PFG Advisors
18,000$1.6M0.1%ETFMediumPhoenix, AZ2026-10-16
Sloy Dahl & Holst, LLC
17,889$1.6M0.2%Agg GrowthVery LowVancouver, WA2026-10-14
Capital Investment Advisors, LLC
16,635$1.5M0.0%CoreLowAtlanta, GA2026-10-22
Integral Investment Advisors, Inc.
16,382$1.5M0.3%ETFVery LowTurlock, CA2026-11-03
Advisor OS, LLC
16,230$1.4M0.1%ETFMediumChicago, IL2026-11-03
Biltmore Family Office, LLC
15,500$1.4M0.2%GrowthLowCharlotte, NC2026-11-03
New England Private Wealth Advisors LLC
15,136$1.3M0.1%ETFVery LowWellesley, MA2026-10-19
Sigma Planning Corp
14,447$1.3M0.0%GrowthMediumAnn Arbor, MI2026-10-23
BridgePort Financial Solutions, LLC
14,369$1.3M0.3%ETFLowFairfield, IA2026-11-02
Worthington Financial Partners, LLC
14,065$1.3M1.1%GrowthLowWorthington, OH2026-10-13
Grant Private Wealth Management Inc
13,757$1.2M0.5%GrowthMediumPleasanton, CA2026-10-19
Evolution Wealth Advisors, LLC
13,177$1.2M0.1%ETFLowAventura, FL2026-11-03
Lido Advisors, LLC
13,113$1.2M0.0%GrowthLowLos Angeles, CA2026-11-04
International Assets Investment Management, LLC
13,070$1.2M0.1%CoreVery HighOrlando, FL2026-11-02
Koshinski Asset Management, Inc.
12,842$1.1M0.1%ETFLowDecatur, IL2026-10-29
BIP Wealth, LLC
11,656$1.0M0.0%ETFMediumAtlanta, GA2026-10-22
Clear Harbor Asset Management, LLC
11,428$1.0M0.1%CoreLowStamford, CT2026-11-05
D.A. Davidson & Co.
11,304$1.0M0.0%CoreLowGreat Falls, MT2026-10-28
Wealthcare Advisory Partners LLC
11,232$1.0M0.0%ETFLowWest Chester, PA2026-10-21
Summit Investment Advisory Services, LLC
11,200$997.9K0.2%ETFVery LowRoseville, MN2026-11-03
Cornerstone Wealth Management, LLC
11,192$997.2K0.0%ETFVery LowSt. Peters, MO2026-11-04
Retirement Guys Formula LLC
11,120$990.8K0.4%CoreMediumMaumee, OH2026-10-26
Straight Path Wealth Management
10,932$974.0K0.2%ETFLowJenison, MI2026-10-23
Relyea Zuckerberg Hanson LLC
10,856$967.3K0.1%ETFLowStamford, CT2026-10-20
Lebenthal Global Advisors, LLC
10,438$930.0K0.1%ETFMediumHauppauge, NY2026-10-28
Carnegie Investment Counsel
10,059$896.2K0.0%CoreLowPepper Pike, OH2026-10-20
Lanark Financial, Inc.
9,679$862.4K0.1%CoreMediumBirmingham, AL2026-10-26
Three Magnolias Financial Advisors, LLC
9,168$816.9K0.5%ETFLowWinston-Salem, NC2026-10-14
Beacon Financial Advisory LLC
9,069$808.1K0.2%ETFLowCleveland, OH2026-10-16
Indivisible Partners
9,007$802.5K0.0%GrowthMediumClearwater, FL2026-10-26
Dynamic Advisor Solutions LLC
8,940$796.5K0.0%ETFLowPhoenix, AZ2026-10-13
HB Wealth Management, LLC
8,894$792.4K0.0%IndexVery LowAtlanta, GA2026-10-23
Ballew Advisors, Inc
8,654$777.4K0.4%ETFLowJackson, MS2026-10-05
St. Louis Trust Co
8,615$767.6K0.1%ETFVery LowSaint Louis, MO2026-11-03
Guyasuta Investment Advisors Inc
8,610$767.2K0.0%CoreVery LowPittsburgh, PA2026-10-15
True Private Wealth Advisors
8,308$740.2K0.1%ETFMediumSalem, OR2026-10-19
B. Riley Wealth Advisors, Inc.
8,212$731.7K0.0%GrowthLowMemphis, TN2026-10-13
Avidian Wealth Enterprises, LLC
8,094$721.1K0.0%ETFLowHouston, TX2026-10-08
Cyndeo Wealth Partners, LLC
7,992$712.1K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Horizon Wealth Management, LLC
7,607$677.7K0.1%ETFVery HighLa Grange, IL2026-11-02
Bison Wealth, LLC
7,576$666.9K0.1%GrowthMediumAtlanta, GA2026-10-13
Rinkey Investments
7,383$657.8K0.2%ETFLowSan Diego, CA2026-10-28
Bank of New York Mellon Corp
7,350$654.9K0.0%CoreLowNew York, NY2026-11-05
Perigon Wealth Management, LLC
7,346$654.5K0.0%GrowthLowSan Francisco, CA2026-10-22
Thrivent Financial for Lutherans
7,201$640.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Park Avenue Securities LLC
7,146$637.0K0.0%ETFMediumNew York, NY2026-10-26
MCF Advisors LLC
7,057$628.8K0.0%ETFLowLexington, KY2026-10-28
Csenge Advisory Group
6,917$616.3K0.0%ETFMediumClearwater, FL2026-11-04
StoneX Group Inc.
6,859$611.1K0.0%ETFMediumNew York, NY2026-11-03
XML Financial, LLC
6,804$606.2K0.0%ETFLowBethesda, MD2026-10-29
Richardson Capital Management LLC
6,716$598.4K0.2%ETFLowMenomonee Falls, WI2026-10-23
Larson Financial Group LLC
6,694$596.5K0.0%GrowthLowSt Louis, MO2026-11-05
Trust Co
6,623$590.1K0.1%ETFVery LowManhattan, KS2026-10-09
Signaturefd, LLC
6,584$586.7K0.0%IndexLowAtlanta, GA2026-10-23
Apollon Wealth Management, LLC
6,501$579.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Fortem Financial Group, LLC
6,257$557.5K0.1%GrowthLowPalm Desert, CA2026-10-20
Principle Wealth Partners LLC
6,148$547.8K0.0%CoreVery LowMadison, CT2026-11-02
Oppenheimer & Co Inc
6,118$545.1K0.0%CoreLowNew York, NY2026-10-26
Fiduciary Alliance LLC
6,064$540.3K0.0%CoreMediumGreenville, SC2026-10-13
IFP Advisors, Inc
5,967$531.7K0.0%GrowthLowTampa, FL2026-10-16
Rossmore Private Capital
5,920$527.5K0.0%CoreLowGlastonbury, CT2026-10-27
Acorn Financial Advisory Services Inc
5,821$518.7K0.1%ETFMediumReston, VA2026-11-02
Sovran Advisors, LLC
5,735$493.0K0.0%ETFMediumSan Diego, CA2026-11-02
MGO One Seven LLC
5,663$504.6K0.0%GrowthLowBeachwood, OH2026-10-28
Signature Estate & Investment Advisors LLC
5,649$503.3K0.0%ETFMediumLos Angeles, CA2026-10-13
First Heartland Consultants, Inc.
5,643$502.8K0.0%ETFMediumLake St. Louis, MO2026-10-08
Sowell Financial Services LLC
5,558$495.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
CPA Asset Management Group, LLC
5,486$488.8K0.1%ETFMediumWest Palm Beach, FL2026-10-26
Total Investment Management Inc
5,453$485.9K0.0%ETFLowScottsdale, AZ2026-10-22
SteelPeak Wealth, LLC
5,282$470.6K0.0%GrowthHighWoodland Hills, CA2026-10-16
Milestone Asset Management, LLC
5,203$463.6K0.1%GrowthHighPittsburgh, PA2026-10-15
Triumph Capital Management
5,104$454.8K0.1%ETFMediumDenver, CO2026-10-14
Carlson Financial, Inc.
5,033$448.4K0.2%GrowthLowCanby, OR2026-11-05
AdvisorNet Financial, Inc
5,004$422.7K0.0%ETFLowMinnetonka, MN2026-10-15
RFG Advisory, LLC
4,955$441.5K0.0%ETFMediumBirmingham, AL2026-11-03
Global Assets Advisory, LLC
4,834$445.3K0.1%GrowthHighOrlando, FL2026-10-28
Heritage Wealth Management, Inc.
4,794$427.1K0.1%CoreLowCincinnati, OH2026-10-28
Focus Financial Network, Inc.
4,745$422.8K0.0%ETFLowMinneapolis, MN2026-10-14
Heritage Wealth Management, Inc.
4,726$421.1K0.1%ETFLowSan Diego, CA2026-10-27
Integrity Alliance, Llc.
4,685$417.4K0.0%ETFMediumUrbandale, IA2026-10-29
Wedbush Securities Inc
4,679$417.0K0.0%CoreLowPasadena, CA2026-10-22
Archford Capital Strategies, LLC
4,607$410.5K0.0%GrowthMediumSwansea, IL2026-10-19
Clear Creek Financial Management, LLC
4,599$409.7K0.0%ETFMediumSilverdale, WA2026-10-28
Arlington Capital Management Inc
4,545$404.9K0.2%GARPHighArlington Heights, IL2026-10-30
Brighton Jones LLC
4,321$385.0K0.0%CoreVery LowSeattle, WA2026-11-03
PDS Planning, Inc
4,320$384.9K0.0%IndexVery LowDublin, OH2026-11-03
Seven Mile Advisory
4,316$384.6K0.3%GrowthLowTallahassee, FL2026-10-22
IPG Investment Advisors LLC
4,286$381.9K0.1%CoreMediumSan Diego, CA2026-10-30
Milestone Asset Management Group, LLC
4,279$381.3K0.2%ETFVery LowAvon, CT2026-10-20
Robertson Stephens Wealth Management, LLC
4,220$376.0K0.0%ETFMediumSan Francisco, CA2026-10-16
Syntegra Private Wealth Group, LLC
4,209$375.0K0.0%ETFLowChesterfield, MO2026-10-13
Strategic Wealth Investment Group, LLC
4,180$372.4K0.0%GrowthLowLouisville, KY2026-10-29
Krilogy Financial LLC
4,128$363.4K0.0%GrowthLowSt. Louis, MO2026-10-13
AlphaStar Capital Management, LLC
4,120$367.1K0.0%ETFMediumCornelius, NC2026-10-16
Wealth Alliance Advisory Group, LLC
4,081$363.6K0.1%CoreLowWichita, KS2026-10-14
Optivise Advisory Services LLC
4,048$360.7K0.2%ETFMediumFranklin, TN2026-10-19
Vontobel Holding Ltd.
4,018$358.0K0.0%CoreMediumZurich, Switzerland2026-10-16
Stablepoint Partners, LLC
4,007$357.0K0.0%CoreLowBraintree, MA2026-11-03
Kuhn & Co Investment Counsel
4,000$356.4K0.2%CoreLowChicago, IL2026-10-29
Capital Investment Advisory Services, LLC
3,982$354.8K0.0%CoreMediumRaleigh, NC2026-10-30
Visionary Wealth Advisors
3,949$351.8K0.0%ETFLowO'Fallon, IL2026-11-04
Oxler Private Wealth LLC
3,925$349.7K0.1%GrowthVery LowRye Brook, NY2026-10-21
Atria Investments, Inc
3,912$348.6K0.0%CoreMediumCharlotte, NC2026-10-15
CX Institutional
3,865$3440.0%CoreMediumAuburn, IN2026-10-02
Worth Asset Management, LLC
3,844$342.5K0.1%ETFHighDallas, TX2026-10-07
Prime Capital Investment Advisors, LLC
3,818$340.2K0.0%ETFLowOverland Park, KS2026-10-20
Parallel Advisors, LLC
3,795$338.2K0.0%IndexLowSan Francisco, CA2026-11-03
Fiduciary Family Office, LLC
3,745$333.7K0.1%GrowthLowBoca Raton, FL2026-11-04
Cullen T Bankers, Inc.
3,644$324.7K0.0%GrowthLowSan Antonio, TX2026-10-28
Interchange Capital Partners, LLC
3,643$324.6K0.1%GrowthLowPittsburgh, PA2026-10-28
Doliver Advisors, LP
3,634$323.8K0.1%GARPLowHouston, TX2026-10-01
Convergence Financial, LLC
3,584$319.3K0.0%ETFMediumColumbia, MO2026-10-27
Colonial River Investments, LLC
3,583$319.2K0.1%GrowthMediumMidlothian, VA2026-10-19
Covenant Asset Management, LLC
3,480$310.1K0.0%Agg GrowthMediumChester, NJ2026-10-14
Navigation Group, LLC
3,457$308.0K0.1%ETFVery LowRedwood City, CA2026-10-28
Insight Advisors, LLC/ PA
3,452$307.6K0.1%ETFMediumNewtown, PA2026-10-22
High Net Worth Advisory Group LLC
3,427$305.3K0.1%ETFVery LowNaples, FL2026-10-26
Legacy Solutions, LLC
3,414$304.2K0.2%ETFLowKennett Square, PA2026-10-07
Advisors Management Group Inc
3,409$303.0K0.1%CoreLowLa Crosse, WI2026-11-05
MMA Asset Management LLC
3,387$301.7K0.1%ETFMediumNew York, NY2026-11-02
Quadcap Wealth Management, LLC
3,275$291.8K0.0%ETFLowFrisco, TX2026-11-02
Atlatl Advisers LLC
3,225$287.3K0.1%Agg GrowthHighMadison, WI2026-10-22
Citizens Financial Group Inc
3,200$285.1K0.0%GrowthLowProvidence, RI2026-10-23
Diversified Management Inc
3,188$284.1K0.0%CoreVery LowMilwaukee, WI2026-10-08
Perryman Financial Advisory Inc
3,179$283.2K0.0%GrowthVery LowDallas, TX2026-10-16
Strategic Blueprint, LLC
3,176$283.0K0.0%ETFLowAtlanta, GA2026-10-22
Compass Financial Group, Inc
3,140$279.7K0.0%ETFVery LowSioux Falls, SD2026-10-13
Partners Wealth Management, LLC
3,096$275.8K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Legacy Wealth Partners, LLC
3,094$275.7K0.1%ETFHighLakewood, CO2026-10-15
Moody National Bank Trust Division
3,000$267.3K0.0%CoreMediumGalveston, TX2026-10-06
Clientfirst Wealth Management, LLC
3,000$267.3K0.2%Deep ValueVery LowLittle Rock, AR2026-11-04
Golden State Wealth Management, LLC
2,965$264.2K0.0%ETFMediumSanta Ana, CA2026-11-02
Family Office Research LLC
2,920$260.3K0.1%ETFLowBethesda, MD2026-10-14
Regatta Capital Group, LLC
2,875$256.2K0.0%ETFLowEl Segundo, CA2026-10-23
Collar Capital Management, LLC
2,809$250.3K0.1%ValueLowAppleton, WI2026-10-28
Capital Advisors, Ltd. LLC
2,755$245.0K0.1%ETFLowShaker Heights, OH2026-10-27
Choreo, LLC
2,754$245.4K0.0%IndexLowRockford, IL2026-10-28
KPP Advisory Services LLC
2,743$244.4K0.0%GrowthMediumLouisville, KY2026-10-26
Procyon Advisors, LLC
2,736$243.8K0.0%CoreVery LowShelton, CT2026-10-21
HBW Advisory Services LLC
2,728$243.1K0.0%ETFMediumSimi Valley, CA2026-10-15
Summit Place Financial Advisors, LLC
2,703$240.8K0.1%CoreMediumSummit, NJ2026-10-23
Valeo Financial Advisors, LLC
2,703$240.9K0.0%ETFLowCarmel, IN2026-10-08
Summit Wealth Group LLC / Co
2,692$239.9K0.0%ETFHighColorado Springs, CO2026-10-29
Lauer Wealth, LLC
2,657$232.8K0.1%ETFMediumValparaiso, IN2026-10-13
South Shore Capital Advisors
2,649$236.0K0.2%CoreMediumCohasset, MA2026-10-20
VestGen Advisors, LLC
2,630$234.3K0.0%GrowthMediumChicago, IL2026-10-27
Quad-Cities Investment Group, LLC
2,607$232.3K0.1%CoreLowDavenport, IA2026-10-16
Viewpoint Capital Management LLC
2,581$230.0K0.1%CoreVery LowSeattle, WA2026-10-27
Seven Hills Financial, LLC
2,580$229.9K0.1%ETFN/ATallahassee, FL2026-10-13
Flagship Harbor Advisors, LLC
2,535$225.9K0.0%ETFMediumBoston, MA2026-10-26
Bright Financial Advisors, Inc.
2,523$224.8K0.1%ETFVery LowPortage, MI2026-10-23
Certior Financial Group, LLC
2,496$222.4K0.1%ETFMediumKing Of Prussia, PA2026-10-19
TCP Asset Management, LLC
2,496$224.2K0.0%ETFLowUpper Arlington, OH2026-10-14
Winthrop Advisory Group LLC
2,491$222.0K0.0%ETFVery LowBoston, MA2026-10-22
Compound Planning, Inc.
2,487$221.6K0.0%CoreLowNew York, NY2026-11-05
Compass Financial Management LLC
2,471$220.2K0.0%CoreN/ATampa, FL2026-10-30
NWF Advisory Services Inc.
2,448$218.1K0.0%GARPLowLos Angeles, CA2026-10-19
Financial Management Professionals, Inc.
2,425$216.0K0.0%ETFMediumAustin, TX2026-10-23
OxenFree Capital LLC
2,423$219.3K0.1%N/ALowMelbourne, FL2026-10-07
Diligent Investors, LLC
2,415$215.2K0.0%CoreLowRedlands, CA2026-10-21
Coquina Private Wealth LLC
2,376$211.7K0.1%ETFVery LowPort Charlotte, FL2026-10-27
Carrera Capital Advisors
2,375$211.6K0.0%ETFMediumTroy, MI2026-11-03
Segment Wealth Management, LLC
2,345$208.9K0.0%CoreLowHouston, TX2026-10-26
Mokosak Advisory Group, LLC
2,343$208.8K0.0%ETFVery LowUrbandale, IA2026-10-20
Equitable Trust Co
2,343$208.8K0.0%CoreLowNashville, TN2026-10-13
Greenfield Savings Bank
2,330$207.6K0.1%CoreVery LowGreenfield, MA2026-10-07
SFG Wealth Management, Llc.
2,316$206.3K0.1%ETFMediumTowson, MD2026-10-23
Total Wealth Planning & Management, Inc.
2,310$205.8K0.2%CoreMediumPonte Vedra Beach, FL2026-10-23
Traynor Capital Management, Inc.
2,310$205.9K0.0%GrowthLowMalvern, PA2026-10-29
Retirement Planning Group, LLC
2,294$204.4K0.0%ETFVery LowLeawood, KS2026-10-19
J. Derek Lewis & Associates Inc.
2,287$203.8K0.0%ETFLowNewport Beach, CA2026-11-03
Midwest Trust Co
2,285$203.6K0.0%CoreLowOverland Park, KS2026-10-22
Iron Financial LLC
2,266$201.9K0.1%ETFLowNorthbrook, IL2026-10-23
AlphaCore Capital LLC
2,262$201.5K0.0%ETFLowLa Jolla, CA2026-11-04
Facet Wealth, Inc.
2,261$201.5K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Inscription Capital, LLC
2,260$201.4K0.0%GARPMediumHouston, TX2026-11-02
Whipplewood Advisors, LLC
2,201$196.1K0.1%ETFLowLittleton, CO2026-10-20
Loring Wolcott & Coolidge Fiduciary Advisors LLP
2,140$190.7K0.0%GrowthVery LowBoston, MA2026-10-23
Provenance Wealth Advisors, LLC
2,114$188.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
WPG Advisers, LLC
1,967$175.3K0.1%CoreLowBaltimore, MD2026-10-27
Plante Moran Financial Advisors, LLC
1,854$165.2K0.0%ETFVery LowSouthfield, MI2026-11-04
Latitude Advisors, LLC
1,781$158.7K0.0%ETFLowYorkville, IL2026-10-27
Mainstream Capital Management LLC
1,750$155.9K0.1%GrowthLowLos Angeles, CA2026-10-23
US Bancorp \de\
1,581$140.9K0.0%IndexLowMinneapolis, MN2026-11-05
Marshall & Sterling Wealth Advisors Inc.
1,395$124.3K0.1%ETFMediumPoughkeepsie, NY2026-10-28
Parkside Financial Bank & Trust
1,375$122.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Barrett & Company, Inc.
1,301$115.9K0.0%ETFLowProvidence, RI2026-10-22
Spire Wealth Management
1,245$110.9K0.0%GrowthMediumMclean, VA2026-10-30
DeDora Capital, Inc.
1,159$103.3K0.0%ETFVery LowNapa, CA2026-10-26
Financial Perspectives, Inc
1,158$103.1K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Hartford Financial Management Inc.
1,068$95.1K0.0%CoreLowWest Hartford, CT2026-10-21
Montag A & Associates Inc
1,031$91.9K0.0%CoreLowAtlanta, GA2026-10-29
CoreCap Advisors, LLC
947$84.4K0.0%ETFMediumSouthfield, MI2026-10-08
Private Trust Co NA
937$83.5K0.0%CoreLowCleveland, OH2026-10-20
Nova Financial LLC
931$83.0K0.0%N/AN/ATucson, AZ2026-11-04
UMB Private Wealth Management, LLC
914$81.4K0.1%GrowthN/AKansas City, MO2026-10-19
Fortitude Family Office, LLC
903$80.5K0.0%ETFMediumScottsdale, AZ2026-10-14
Mather Group, Llc.
887$79.1K0.0%ETFMediumChicago, IL2026-10-14
Assetmark, Inc
825$73.5K0.0%ETFLowConcord, CA2026-10-21
Global Trust Asset Management, LLC
800$71.3K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Westside Investment Management, Inc.
654$58.3K0.0%GrowthLowSanta Monica, CA2026-11-02
Pension & Wealth Management Advisors, Inc.
649$57.8K0.0%ETFLowWaltham, MA2026-10-16
Brown, Lisle Ings, Inc.
640$57.0K0.0%CoreVery LowProvidence, RI2026-10-16
Ashton Thomas Private Wealth, LLC
614$54.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Cape Investment Advisory, Inc.
535$47.7K0.0%ETFLowMcdonough, GA2026-10-13
Bullock Wealth Management Group
517$45.8K0.0%GrowthLowBloomington, IN2026-10-09
Dhjj Financial Advisors, Ltd.
513$45.7K0.0%ETFVery LowNaperville, IL2026-10-23
SJS Investment Consulting Inc.
488$43.5K0.0%ETFVery LowSylvania, OH2026-10-26
Fairscale Capital, LLC
488$39.4K0.0%GrowthVery LowNashua, NH2026-11-04
Mcdonald Partners LLC
450$40.1K0.0%CoreLowCleveland, OH2026-11-03
Creative Financial Designs Inc
421$37.5K0.0%ETFMediumKokomo, IN2026-11-04
Compagnie Lombard Odier SCmA
400$35.6K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Breakwater Investment Management
400$35.6K0.0%ETFLowSeattle, WA2026-10-20
Nemes Rush Group LLC
400$35.6K0.0%CoreVery LowNovi, MI2026-11-04
Nfsg Corp
380$33.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Abound Wealth Management
379$33.8K0.0%ETFVery LowFranklin, TN2026-10-26
Princeton Global Asset Management LLC
365$32.5K0.0%GrowthLowPrinceton, NJ2026-10-21
Decker Retirement Planning Inc.
336$29.9K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Murphy & Mullick Capital Management Corp
310$27.7K0.0%GrowthLowSmithtown, NY2026-11-02
Trust Co of Vermont
295$26.3K0.0%CoreVery LowBrattleboro, VT2026-10-21
Activest Wealth Management
290$25.8K0.0%ETFLowAventura, FL2026-10-15
Byrne Asset Management LLC
285$25.2K0.0%CoreLowKingston, NJ2026-10-06
Meriwether Wealth & Planning, LLC
280$24.9K0.0%ETFMediumMinden, LA2026-10-13
LAM Group, Inc.
275$24.5K0.0%ETFVery LowLake Oswego, OR2026-10-26
TrinityBridge Ltd
275$240.0%MomentumMediumLondon, United Kingdom2026-10-30
Markowski Investments
270$24.1K0.0%ETFN/ATampa, FL2026-10-30
Balance Wealth Partners LLC
250$22.3K0.0%ETFMediumWorthington, OH2026-10-27
Foster Dykema Cabot & Partners, LLC
244$21.7K0.0%GrowthLowWaltham, MA2026-10-30
Jnba Financial Advisors
239$21.3K0.0%ETFMediumBloomington, MN2026-11-03
Transce3nd, LLC
238$20.3K0.0%GrowthLowBuda, TX2026-10-26
Moisand Fitzgerald Tamayo, LLC
220$19.6K0.0%ETFVery LowOrlando, FL2026-10-15
Kings Path Partners LLC
217$19.3K0.0%ETFVery LowSugar Land, TX2026-10-21
IFS Advisors, LLC
213$19.0K0.0%ETFLowOverland Park, KS2026-10-14
Key FInancial Inc
206$18.4K0.0%ETFLowWest Chester, PA2026-11-02
McCarley & Cook Financial Planners
203$18.1K0.0%ETFLowCincinnati, OH2026-10-21
Signature Equity Partners, LLC
185$16.5K0.0%GrowthMediumColumbus, OH2026-10-29
North Star Investment Management Corp.
158$14.1K0.0%CoreLowChicago, IL2026-10-27
Caldwell Trust Co
156$13.9K0.0%GrowthLowVenice, FL2026-10-30
Physician Wealth Advisors, Inc.
154$13.7K0.0%ETFMediumMidvale, UT2026-10-20
Independence Bank of Kentucky
150$13.4K0.0%GrowthLowOwensboro, KY2026-10-26
Ascentis Independent Advisors
143$12.8K0.0%ETFLowDallas, TX2026-11-03
Flagship Wealth Advisors, LLC
133$11.9K0.0%ETFLowWakefield, MA2026-11-03
Tsfg, LLC
121$110.0%ETFLowLake Forest, IL2026-10-23
Trust Co of Toledo NA
120$10.7K0.0%GrowthVery LowHolland, OH2026-10-16
Birchwood Financial Partners, Inc.
110$9.8K0.0%ETFVery LowBloomington, MN2026-11-02
Noble Wealth Management PBC
100$8.9K0.0%YieldMediumGreenwood Village, CO2026-10-01
Pacific Center for Financial Services
91$8.1K0.0%ETFMediumDanville, CA2026-10-15
Private Wealth Management Group, LLC
89$7.9K0.0%ETFLowPrinceton, NJ2026-10-19
MTM Investment Management, LLC
87$7.8K0.0%CoreVery LowSpartanburg, SC2026-10-30
RMG Wealth Management LLC
85$6.9K0.0%ETFVery HighPlatteville, WI2026-10-26
Wolff Wiese Magana LLC
79$7.0K0.0%GrowthLowCarslbad, CA2026-10-15
Concord Wealth Partners
73$6.5K0.0%GrowthLowAbingdon, VA2026-11-02
John Boyer, Inc.
69$6.1K0.0%ETFMediumTampa, FL2026-10-27
Gen-Wealth Partners Inc
68$6.1K0.0%CoreLowZeeland, MI2026-11-04
JFS Wealth Advisors, LLC
64$5.7K0.0%ETFVery LowHermitage, PA2026-11-03
Albion Financial Group
63$5.7K0.0%GrowthLowSalt Lake City, UT2026-10-21
Hilton Head Capital Partners, LLC
59$5.3K0.0%CoreMediumHilton Head Island, SC2026-10-23
Mechanics Financial Corp
50$4.5K0.0%CoreVery LowMansfield, OH2026-11-05
Main Street Group, LTD
50$4.5K0.0%ETFMediumGlen Allen, VA2026-10-28
Bay Harbor Wealth Management, LLC
50$4.5K0.0%ETFMediumHunt Valley, MD2026-11-03
CrossGen Wealth, LLC
49$4.4K0.0%CoreVery LowGreenville, NC2026-10-30
Miller Wealth Advisors, LLC
45$4.0K0.0%GrowthLowOuray, CO2026-11-02
Rossby Financial, LCC
42$3.7K0.0%ETFMediumMelbourne, FL2026-11-05
Planning Strategies Inc.
36$3.2K0.0%ETFN/ALancaster, PA2026-10-02
Birch Financial Group, LLC
35$3.1K0.0%CoreLowKeene, NH2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
28$2.5K0.0%GrowthMediumIndianapolis, IN2026-10-14
Wilmington Savings Fund Society, FSB
26$2.3K0.0%CoreLowWilmington, DE2026-10-23
Atlantic Edge Private Wealth Management, LLC
25$2.2K0.0%CoreLowJacksonville, FL2026-10-20
Aspect Partners, LLC
25$2.2K0.0%ETFMediumFairfax, VA2026-10-20
American Capital Advisory, LLC
25$2.2K0.0%ETFLowKetchum, ID2026-10-28
GK Wealth Management LLC
20$1.8K0.0%GARPVery HighReno, NV2026-10-09
Oakworth Capital, Inc.
19$1.7K0.0%ETFLowBirmingham, AL2026-10-26
Versant Capital Management, Inc
15$1.3K0.0%GARPLowPhoenix, AZ2026-10-02
Go Invest LLC
14$1.2K0.0%ETFN/AWest Jordan, UT2026-10-09
Country Trust Bank
13$1.2K0.0%GrowthLowBloomington, IL2026-10-30
Essential Partners LLC
12$1.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Signature Resources Capital Management, LLC
12$1.1K0.0%ETFLowNewport Beach, CA2026-10-16
Pathway Financial Advisers, LLC
10$8910.0%CoreLowAuburn, IN2026-10-27
Evermay Wealth Management LLC
10$8990.0%ETFLowArlington, VA2026-11-05
Harbor Investment Advisory, LLC
9$8020.0%GrowthLowLutherville, MD2026-10-13
Kelleher Financial Advisors
9$8020.0%CoreMediumNew York, NY2026-10-30
Nvwm, LLC
8$7130.0%GrowthMediumYardley, PA2026-10-14
Strengthening Families & Communities, LLC
7$6240.0%CoreMediumBoston, MA2026-10-21
Miller Global Investments, LLC
7$6240.0%ValueMediumDallas, TX2026-10-02
Valley National Advisers Inc
4$3570.0%ETFLowBethlehem, PA2026-10-23
Pinnacle Wealth Planning Services, Inc.
4$3560.0%GARPLowMansfield, OH2026-10-27
Madden Securities Corp
3$2670.0%GrowthMediumDallas, TX2026-10-27
Acumen Wealth Advisors, LLC
2$1790.0%GrowthHighChattanooga, TN2026-11-05
Hoertkorn Richard Charles
1$890.0%CoreVery LowKentfield, CA2026-11-04
Ascentis Wealth Management, LLC
1$890.0%Agg GrowthLowDallas, TX2026-11-03
Root Financial Partners, LLC
0$40.0%ETFMediumEncinitas, CA2026-10-21