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Alpha Architect 1-3 Mnth BOX (BOXX)

CUSIP: 02072L565 | NYSE | 502 institutional holders

Quarters

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

Wealth Enhancement Advisory Services, LLC1,140,917
0.2% of portfolio›$135.2M
Cambridge Investment Research Advisors, Inc.512,889
0.3% of portfolio›$60.7M
True Wealth Design, LLC471,207
13.1% of portfolio›$55.8M
Almanack Investment Partners, Llc.444,995
6.3% of portfolio›$52.7M
Insight Advisors, LLC/ PA320,419
6.7% of portfolio›$37.9M
Whitcomb & Hess, Inc.288,954
7.3% of portfolio›$34.2M
Opus Capital Group, LLC282,572
12.3% of portfolio›$33.5M
Well Done, LLC268,764
4.3% of portfolio›$31.8M
Amplius Wealth Advisors, LLC245,445
2.0% of portfolio›$29.1M
Elevatus Welath Management238,711
6.8% of portfolio›$28.3M
Peterson Wealth Advisors, LLC227,129
3.1% of portfolio›$26.9M
Pinion Investment Advisors, LLC214,977
4.5% of portfolio›$25.5M
Altium Capital Management LLC211,141
36.3% of portfolio›$25.0M
Titleist Asset Management, LLC206,836
1.6% of portfolio›$24.5M
Investment Planning Advisors, Inc.197,333
5.3% of portfolio›$23.4M
Compass Ion Advisors, LLC196,719
2.0% of portfolio›$23.3M
Avondale Wealth Management160,501
8.4% of portfolio›$19.0M
Castellan Group155,125
2.1% of portfolio›$18.4M
Commerce Advisors, LLC153,473
8.6% of portfolio›$18.2M
Gradient Investments LLC132,690
0.2% of portfolio›$15.7M
Kathmere Capital Management, LLC132,357
0.8% of portfolio›$15.7M
Allen Capital Group, LLC129,705
1.2% of portfolio›$15.4M
Altiora Financial Group, LLC124,515
2.4% of portfolio›$14.7M
Aerodigm Wealth, LLC119,323
4.9% of portfolio›$14.1M
Market Street Wealth Management Advisors LLC111,199
1.9% of portfolio›$13.2M
Longview Financial Advisors, Inc.101,500
6.9% of portfolio›$12.0M
WealthPlan Investment Management, LLC99,411
0.6% of portfolio›$11.8M
Innova Wealth Partners97,852
4.5% of portfolio›$11.6M
Farther Finance Advisors, LLC97,312
0.1% of portfolio›$11.5M
Oasis Advisors, LLC84,879
4.2% of portfolio›$10.0M
Beacon Financial Group82,033
0.9% of portfolio›$9.7M
Chicago Partners Investment Group LLC79,562
0.2% of portfolio›$9.4M
UMB Private Wealth Management, LLC77,011
8.8% of portfolio›$9.1M
Able Wealth Management LLC73,018
1.9% of portfolio›$8.6M
Aspect Partners, LLC72,031
3.2% of portfolio›$8.5M
OceanIQ Capital, LLC71,918
4.5% of portfolio›$8.5M
Ferguson Shapiro LLC71,624
2.5% of portfolio›$8.5M
Weaver Consulting Group70,472
1.6% of portfolio›$8.3M
Cushing Capital Partners, LLC69,531
5.0% of portfolio›$8.2M
Seed Wealth Management, Inc.68,509
5.1% of portfolio›$8.1M
Moisand Fitzgerald Tamayo, LLC62,964
0.7% of portfolio›$7.5M
Kings Path Partners LLC62,176
1.9% of portfolio›$7.4M
Creative Financial Designs Inc61,701
0.3% of portfolio›$7.3M
Brookstone Capital Management61,262
0.1% of portfolio›$7.3M
Freedom Day Solutions, LLC61,018
1.6% of portfolio›$7.2M
Creative Planning58,394
0.0% of portfolio›$6.9M
Apeiron RIA LLC57,520
1.5% of portfolio›$6.8M
Quarry Hill Advisors, LLC56,984
2.5% of portfolio›$6.7M
Enzi Wealth54,969
2.0% of portfolio›$6.5M
Plan Group Financial, LLC53,198
1.2% of portfolio›$6.3M
Voisard Asset Management Group, Inc.51,743
1.1% of portfolio›$6.1M
Signaturefd, LLC50,453
0.1% of portfolio›$6.0M
Kestra Advisory Services, LLC49,840
0.0% of portfolio›$5.9M
Commonwealth Equity Services, LLC49,299
0.0% of portfolio›$5.8M
Childress Capital Advisors, LLC46,150
0.8% of portfolio›$5.5M
TopTier Wealth Management, LLC45,337
3.1% of portfolio›$5.4M
Accurate Wealth Management, LLC45,192
0.5% of portfolio›$5.4M
SFI Advisors, LLC45,085
4.4% of portfolio›$5.3M
Client First Investment Management LLC44,354
2.5% of portfolio›$5.3M
Valen Private Capital, LLC44,057
1.6% of portfolio›$5.2M
Kestra Private Wealth Services, LLC44,045
0.1% of portfolio›$5.2M
Wealth Management Nebraska40,714
0.4% of portfolio›$4.8M
RHS Financial, LLC39,070
1.6% of portfolio›$4.6M
Robertson Stephens Wealth Management, LLC38,150
0.1% of portfolio›$4.5M
Altium Investment Strategies LLC37,734
5.1% of portfolio›$4.5M
Pearl Planning LLC36,578
1.8% of portfolio›$4.3M
LifeGoal Investments, LLC35,759
1.3% of portfolio›$4.2M
Tcfg Investment Advisors, LLC35,599
1.4% of portfolio›$4.2M
Svrn Asset Management, LLC35,268
2.1% of portfolio›$4.2M
Prospera Financial Services Inc34,931
0.1% of portfolio›$4.2M
Main Street Group, LTD32,270
0.9% of portfolio›$3.8M
Stapp Wealth Management, Pllc31,559
4.8% of portfolio›$3.7M
Dynamic Financial Group30,494
2.6% of portfolio›$3.6M
Dynamic Advisor Solutions LLC30,407
0.1% of portfolio›$3.6M
Friedenthal Financial29,199
1.5% of portfolio›$3.5M
Code Waechter LLC28,907
1.6% of portfolio›$3.4M
D.A. Davidson & Co.28,521
0.0% of portfolio›$3.4M
Commonwealth Financial Services, LLC27,672
0.6% of portfolio›$3.3M
Sherman Wealth Management LLC27,260
2.3% of portfolio›$3.2M
Perigon Wealth Management, LLC27,211
0.0% of portfolio›$3.2M
Elevated Financial Group LLC27,040
0.9% of portfolio›$3.2M
Pacific Park Financial, Inc.26,182
1.8% of portfolio›$3.1M
Canvas Wealth Advisors, LLC22,875
0.4% of portfolio›$2.7M
Axxcess Wealth Management, LLC22,598
0.1% of portfolio›$2.7M
Focus Financial Network, Inc.22,307
0.1% of portfolio›$2.6M
Triad Wealth Partners, LLC22,014
0.1% of portfolio›$2.6M
Ascentis Independent Advisors21,357
0.1% of portfolio›$2.5M
Encompass More Asset Management20,336
0.3% of portfolio›$2.4M
Integrity Investment Advisors, LLC20,193
0.9% of portfolio›$2.4M
IFP Advisors, Inc19,727
0.0% of portfolio›$2.3M
VestGen Advisors, LLC19,433
0.1% of portfolio›$2.3M
GK Wealth Management LLC19,366
1.3% of portfolio›$2.3M
Atria Investments, Inc19,028
0.0% of portfolio›$2.3M
IPG Investment Advisors LLC18,769
0.3% of portfolio›$2.2M
TD Waterhouse Canada Inc.18,645
0.0% of portfolio›$2.2M
BXM Wealth LLC18,080
1.1% of portfolio›$2.1M
Wealthcare Advisory Partners LLC18,011
0.0% of portfolio›$2.1M
HB Wealth Management, LLC17,750
0.0% of portfolio›$2.1M
CPR Investments Inc.17,042
1.5% of portfolio›$2.0M
Wedbush Securities Inc17,035
0.1% of portfolio›$2.0M
MGO One Seven LLC16,888
0.0% of portfolio›$2.0M
IFS Advisors, LLC16,021
0.6% of portfolio›$1.9M
Fermata Advisors, LLC15,755
0.4% of portfolio›$1.9M
Sowell Financial Services LLC15,255
0.1% of portfolio›$1.8M
Hofer & Associates. Inc14,663
1.2% of portfolio›$1.7M
RED Crane Wealth Management, LLC14,663
1.2% of portfolio›$1.7M
Vestment Financial LLC14,594
0.8% of portfolio›$1.7M
Wedmont Private Capital13,001
0.0% of portfolio›$1.5M
Journey Advisory Group, LLC12,581
0.1% of portfolio›$1.5M
Redwood Family Wealth LLC12,472
1.3% of portfolio›$1.5M
Brighton Jones LLC12,227
0.0% of portfolio›$1.4M
United Advisor Group, LLC11,706
0.1% of portfolio›$1.4M
RFG Advisory, LLC11,432
0.0% of portfolio›$1.4M
Revisor Wealth Management LLC11,222
0.3% of portfolio›$1.3M
Continuum Wealth Advisors, LLC10,728
0.4% of portfolio›$1.3M
Truist Financial Corp10,639
0.0% of portfolio›$1.3M
ETF Store, Inc.10,635
1.0% of portfolio›$1.3M
Professional Financial Advisors, LLC10,307
0.2% of portfolio›$1.2M
Transcendent Capital Group LLC10,249
0.5% of portfolio›$1.2M
Teamwork Financial Advisors, LLC10,001
0.1% of portfolio›$1.2M
James T. Borello RIA9,944
0.2% of portfolio›$1.2M
Independence Wealth Advisors, LLC9,915
0.6% of portfolio›$1.2M
Independent Financial Group, LLC9,666
0.0% of portfolio›$1.1M
Straight Path Wealth Management9,050
0.2% of portfolio›$1.1M
Kure Advisory, LLC9,040
0.5% of portfolio›$1.1M
Sovran Advisors, LLC8,696
0.1% of portfolio›$1.0M
Birch Financial Group, LLC8,546
0.5% of portfolio›$1.0M
Claro Advisors Inc.8,130
0.1% of portfolio›$962.5K
CLG LLC7,949
0.2% of portfolio›$941.1K
Paladin Wealth, LLC7,941
0.5% of portfolio›$940.1K
Jessup Wealth Management, Inc7,675
0.2% of portfolio›$908.6K
Goldenstone Wealth Management LLC7,530
0.6% of portfolio›$891.5K
Quantify Chaos Advisors, LLC7,311
2.0% of portfolio›$865.5K
Innovative Advisory Group, LLC7,154
0.6% of portfolio›$847.0K
Optivise Advisory Services LLC6,984
0.4% of portfolio›$826.8K
Parcion Private Wealth LLC6,945
0.0% of portfolio›$822.2K
RIA Advisory Group LLC6,840
0.2% of portfolio›$809.8K
Kane Co Wealth Management, Inc.6,777
0.6% of portfolio›$802.3K
Trademark Financial Management, LLC6,726
0.3% of portfolio›$796.3K
Detalus Advisors, LLC6,274
0.1% of portfolio›$742.8K
Balance Wealth Partners LLC6,272
0.2% of portfolio›$742.5K
Adamsbrown Wealth Consultants LLC5,851
0.1% of portfolio›$692.7K
Fiduciary Alliance LLC5,410
0.0% of portfolio›$640.5K
Cardinal Point Capital Management ULC5,405
0.0% of portfolio›$639.9K
Soltis Investment Advisors LLC5,230
0.0% of portfolio›$619.2K
Relyea Zuckerberg Hanson LLC4,842
0.0% of portfolio›$573.3K
FIG Financial Advisory Services Inc4,743
0.3% of portfolio›$561.5K
Formidable Asset Management, LLC4,673
0.1% of portfolio›$547.2K
TME Financial, Inc.4,652
0.3% of portfolio›$550.7K
Partners Wealth Management, LLC4,385
0.1% of portfolio›$519.1K
Petros Family Wealth, LLC4,339
0.3% of portfolio›$513.7K
Motive Wealth Advisors4,285
0.2% of portfolio›$507.3K
SteelPeak Wealth, LLC4,240
0.0% of portfolio›$502.0K
CFS Investment Advisory Services, LLC4,185
0.0% of portfolio›$495.8K
Harmony Asset Management LLC4,083
0.1% of portfolio›$483.3K
E6 Portfolios, LLC3,921
0.4% of portfolio›$464.2K
55 North Private Wealth, LLC3,863
0.1% of portfolio›$457.3K
L.K. Benson & Company, P.C.3,860
0.1% of portfolio›$457.0K
Forum Financial Management, LP3,773
0.0% of portfolio›$446.7K
Kingswood Wealth Advisors, LLC3,763
0.0% of portfolio›$445.5K
Bauman Advisory Group, LLC3,644
0.2% of portfolio›$431.4K
Gateway Investment Advisers LLC3,632
0.0% of portfolio›$430.0K
Zega Investments, LLC3,627
0.0% of portfolio›$429.4K
BIP Wealth, LLC3,606
0.0% of portfolio›$426.9K
Worth Asset Management, LLC3,594
0.1% of portfolio›$425.5K
Concurrent Investment Advisors, LLC3,542
0.0% of portfolio›$419.3K
Leading Edge Financial Planning LLC3,097
0.1% of portfolio›$366.7K
LVW Advisors, LLC2,902
0.0% of portfolio›$343.6K
Ashton Thomas Private Wealth, LLC2,857
0.0% of portfolio›$338.2K
Cahaba Wealth Management, Inc.2,846
0.0% of portfolio›$336.9K
Quadrant Private Wealth Management, LLC2,771
0.0% of portfolio›$328.1K
New Perspectives, Inc2,761
0.1% of portfolio›$326.9K
Yoder Wealth Management, Inc.2,727
0.1% of portfolio›$322.9K
Sound Income Strategies, LLC2,610
0.0% of portfolio›$309.2K
SeaCrest Wealth Management, LLC2,600
0.0% of portfolio›$307.8K
Nicholas Hoffman & Company, Llc.2,589
0.0% of portfolio›$306.5K
Revolve Wealth Partners, LLC2,580
0.0% of portfolio›$305.4K
One Way Holdings LLC2,573
0.0% of portfolio›$304.6K
Bayshore Capital Advisors, LLC2,550
0.2% of portfolio›$301.9K
Purewater Capital LLC2,538
0.2% of portfolio›$300.4K
MKT Advisors LLC2,493
0.1% of portfolio›$295.3K
Wavvest Wealth LLC2,493
0.2% of portfolio›$295.2K
Lineweaver Wealth Advisors, LLC2,440
0.0% of portfolio›$288.9K
Bryn Mawr Trust Advisors, LLC2,435
0.0% of portfolio›$288.3K
OFS Enterprise LLC2,391
0.1% of portfolio›$283.1K
Simplex Trading, LLC2,388
0.0% of portfolio›$282.7K
Innealta Capital, LLC2,255
0.1% of portfolio›$267.0K
GoalVest Advisory LLC2,249
0.0% of portfolio›$266.3K
Hummer Financial Advisory Services Inc2,200
0.2% of portfolio›$260.5K
Abacus Wealth Partners, LLC2,000
0.0% of portfolio›$236.8K
T3 Companies, LLC2,000
0.2% of portfolio›$236.8K
Modera Wealth Management, LLC1,983
0.0% of portfolio›$234.8K
Penney Financial, LLC1,900
0.1% of portfolio›$224.9K
Berman McAleer LLC1,780
0.0% of portfolio›$210.7K
Hutchens & Kramer Investment Management Group, LLC1,750
0.1% of portfolio›$207.2K
Oppenheimer & Co Inc1,690
0.0% of portfolio›$200.1K
Westside Investment Management, Inc.1,400
0.0% of portfolio›$165.7K
Hazlett, Burt & Watson, Inc.802
0.1% of portfolio›$95.0K
Elyxium Wealth, LLC700
0.0% of portfolio›$82.9K
Pinnacle Wealth Planning Services, Inc.542
0.0% of portfolio›$64.2K
AlphaCore Capital LLC524
0.0% of portfolio›$62.0K
Markowski Investments300
0.0% of portfolio›$35.5K
Assetmark, Inc141
0.0% of portfolio›$16.7K
Glass Jacobson Investment Advisors llc12
0.0% of portfolio›$1.4K
Prudent Man Investment Management, Inc.3
0.0% of portfolio›$356
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
1,140,917$135.2M0.2%CoreLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
512,889$60.7M0.3%ETFLowFairfield, IA2026-11-02
True Wealth Design, LLC
471,207$55.8M13.1%ETFMediumAkron, OH2026-10-13
Almanack Investment Partners, Llc.
444,995$52.7M6.3%ETFMediumNewtown Square, PA2026-11-03
Insight Advisors, LLC/ PA
320,419$37.9M6.7%ETFMediumNewtown, PA2026-10-22
Whitcomb & Hess, Inc.
288,954$34.2M7.3%ETFVery LowAshland, OH2026-10-07
Opus Capital Group, LLC
282,572$33.5M12.3%ETFVery LowCincinnati, OH2026-10-30
Well Done, LLC
268,764$31.8M4.3%ETFLowHolland, MI2026-10-20
Amplius Wealth Advisors, LLC
245,445$29.1M2.0%ETFLowBlue Bell, PA2026-10-20
Elevatus Welath Management
238,711$28.3M6.8%GrowthHighVictor, NY2026-10-19
Peterson Wealth Advisors, LLC
227,129$26.9M3.1%ETFLowOrem, UT2026-10-08
Pinion Investment Advisors, LLC
214,977$25.5M4.5%ETFLowWichita, KS2026-11-04
Altium Capital Management LLC
211,141$25.0M36.3%YieldHighNew York, NY2026-11-04
Titleist Asset Management, LLC
206,836$24.5M1.6%ETFLowSan Antonio, TX2026-10-08
Investment Planning Advisors, Inc.
197,333$23.4M5.3%ETFMediumCumming, GA2026-10-14
Compass Ion Advisors, LLC
196,719$23.3M2.0%ETFVery LowConshohocken, PA2026-10-23
Avondale Wealth Management
160,501$19.0M8.4%ETFLowWest Lake Hills, TX2026-10-15
Castellan Group
155,125$18.4M2.1%ETFLowLouisville, KY2026-10-19
Commerce Advisors, LLC
153,473$18.2M8.6%ETFLowMemphis, TN2026-10-19
Gradient Investments LLC
132,690$15.7M0.2%CoreMediumArden Hills, MN2026-10-08
Kathmere Capital Management, LLC
132,357$15.7M0.8%ETFLowWayne, PA2026-10-20
Allen Capital Group, LLC
129,705$15.4M1.2%CoreLowGrand Island, NE2026-10-27
Altiora Financial Group, LLC
124,515$14.7M2.4%ETFLowLebanon, OH2026-11-04
Aerodigm Wealth, LLC
119,323$14.1M4.9%ETFLowLake Oswego, OR2026-10-16
Market Street Wealth Management Advisors LLC
111,199$13.2M1.9%ETFMediumIndianapolis, IN2026-10-09
Longview Financial Advisors, Inc.
101,500$12.0M6.9%ETFVery LowHuntsville, AL2026-10-09
WealthPlan Investment Management, LLC
99,411$11.8M0.6%GrowthMediumOmaha, NE2026-10-15
Innova Wealth Partners
97,852$11.6M4.5%ETFHighNewtown, PA2026-10-21
Farther Finance Advisors, LLC
97,312$11.5M0.1%IndexLowSan Francisco, CA2026-10-08
Oasis Advisors, LLC
84,879$10.0M4.2%ETFMediumForest City, IA2026-10-16
Beacon Financial Group
82,033$9.7M0.9%ETFMediumDallas, TX2026-10-19
Chicago Partners Investment Group LLC
79,562$9.4M0.2%GARPLowChicago, IL2026-10-27
UMB Private Wealth Management, LLC
77,011$9.1M8.8%GrowthN/AKansas City, MO2026-10-19
Able Wealth Management LLC
73,018$8.6M1.9%ETFMediumToms River, NJ2026-10-13
Aspect Partners, LLC
72,031$8.5M3.2%ETFMediumFairfax, VA2026-10-20
OceanIQ Capital, LLC
71,918$8.5M4.5%GrowthN/APalo Alto, CA2026-10-19
Ferguson Shapiro LLC
71,624$8.5M2.5%ETFHighDecatur, GA2026-10-16
Weaver Consulting Group
70,472$8.3M1.6%ETFLowHuntington Beach, CA2026-10-07
Cushing Capital Partners, LLC
69,531$8.2M5.0%ETFLowDelafield, WI2026-10-20
Seed Wealth Management, Inc.
68,509$8.1M5.1%ETFMediumEvanston, IL2026-10-20
Moisand Fitzgerald Tamayo, LLC
62,964$7.5M0.7%ETFVery LowOrlando, FL2026-10-15
Kings Path Partners LLC
62,176$7.4M1.9%ETFVery LowSugar Land, TX2026-10-21
Creative Financial Designs Inc
61,701$7.3M0.3%ETFMediumKokomo, IN2026-11-04
Brookstone Capital Management
61,262$7.3M0.1%ETFMediumWheaton, IL2026-10-22
Freedom Day Solutions, LLC
61,018$7.2M1.6%CoreLowHouston, TX2026-10-20
Creative Planning
58,394$6.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Apeiron RIA LLC
57,520$6.8M1.5%ETFMediumDallas, TX2026-10-08
Quarry Hill Advisors, LLC
56,984$6.7M2.5%ETFVery LowSt Paul, MN2026-11-04
Enzi Wealth
54,969$6.5M2.0%ETFMediumAustin, TX2026-10-14
Plan Group Financial, LLC
53,198$6.3M1.2%ETFMediumOklahoma City, OK2026-10-22
Voisard Asset Management Group, Inc.
51,743$6.1M1.1%ETFLowGrand Rapids, MI2026-10-13
Signaturefd, LLC
50,453$6.0M0.1%IndexLowAtlanta, GA2026-10-23
Kestra Advisory Services, LLC
49,840$5.9M0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
49,299$5.8M0.0%ETFLowWaltham, MA2026-11-02
Childress Capital Advisors, LLC
46,150$5.5M0.8%GARPMediumHouston, TX2026-10-28
TopTier Wealth Management, LLC
45,337$5.4M3.1%ETFVery LowMuskego, WI2026-10-16
Accurate Wealth Management, LLC
45,192$5.4M0.5%CoreMediumWesley Chapel, FL2026-10-20
SFI Advisors, LLC
45,085$5.3M4.4%ETFLowMontclair, NJ2026-10-30
Client First Investment Management LLC
44,354$5.3M2.5%ETFHighWest Bend, WI2026-10-09
Valen Private Capital, LLC
44,057$5.2M1.6%ETFN/APaoli, PA2026-10-23
Kestra Private Wealth Services, LLC
44,045$5.2M0.1%GrowthLowAustin, TX2026-10-30
Wealth Management Nebraska
40,714$4.8M0.4%ETFLowNorfolk, NE2026-10-26
RHS Financial, LLC
39,070$4.6M1.6%ETFMediumSan Francisco, CA2026-10-13
Robertson Stephens Wealth Management, LLC
38,150$4.5M0.1%ETFMediumSan Francisco, CA2026-10-16
Altium Investment Strategies LLC
37,734$4.5M5.1%ETFLowWesley Chapel, FL2026-10-20
Pearl Planning LLC
36,578$4.3M1.8%ETFLowDexter, MI2026-10-13
LifeGoal Investments, LLC
35,759$4.2M1.3%ETFLowSaratoga Springs, NY2026-10-09
Tcfg Investment Advisors, LLC
35,599$4.2M1.4%GrowthMediumLaguna Niguel, CA2026-10-20
Svrn Asset Management, LLC
35,268$4.2M2.1%ETFVery LowAustin, TX2026-11-02
Prospera Financial Services Inc
34,931$4.2M0.1%CoreMediumDallas, TX2026-11-04
Main Street Group, LTD
32,270$3.8M0.9%ETFMediumGlen Allen, VA2026-10-28
Stapp Wealth Management, Pllc
31,559$3.7M4.8%ETFMediumOlympia, WA2026-10-15
Dynamic Financial Group
30,494$3.6M2.6%ETFLowCedar Falls, IA2026-10-28
Dynamic Advisor Solutions LLC
30,407$3.6M0.1%ETFLowPhoenix, AZ2026-10-13
Friedenthal Financial
29,199$3.5M1.5%ETFHighMarlton, NJ2026-10-27
Code Waechter LLC
28,907$3.4M1.6%ETFLowTampa, FL2026-10-23
D.A. Davidson & Co.
28,521$3.4M0.0%CoreLowGreat Falls, MT2026-10-28
Commonwealth Financial Services, LLC
27,672$3.3M0.6%ETFMediumVienna, WV2026-10-20
Sherman Wealth Management LLC
27,260$3.2M2.3%ETFLowGaithersburg, MD2026-10-16
Perigon Wealth Management, LLC
27,211$3.2M0.0%GrowthLowSan Francisco, CA2026-10-22
Elevated Financial Group LLC
27,040$3.2M0.9%ETFMediumIndianapolis, IN2026-10-16
Pacific Park Financial, Inc.
26,182$3.1M1.8%ETFMediumLagina Hills, CA2026-10-13
Canvas Wealth Advisors, LLC
22,875$2.7M0.4%GrowthLowShawnee, KS2026-11-02
Axxcess Wealth Management, LLC
22,598$2.7M0.1%CoreLowCarlsbad, CA2026-10-21
Focus Financial Network, Inc.
22,307$2.6M0.1%ETFLowMinneapolis, MN2026-10-14
Triad Wealth Partners, LLC
22,014$2.6M0.1%ETFMediumLawrence, KS2026-10-26
Ascentis Independent Advisors
21,357$2.5M0.1%ETFLowDallas, TX2026-11-03
Encompass More Asset Management
20,336$2.4M0.3%ETFHighDanville, CA2026-10-16
Integrity Investment Advisors, LLC
20,193$2.4M0.9%ETFMediumFort Collins, CO2026-11-03
IFP Advisors, Inc
19,727$2.3M0.0%GrowthLowTampa, FL2026-10-16
VestGen Advisors, LLC
19,433$2.3M0.1%GrowthMediumChicago, IL2026-10-27
GK Wealth Management LLC
19,366$2.3M1.3%GARPVery HighReno, NV2026-10-09
Atria Investments, Inc
19,028$2.3M0.0%CoreMediumCharlotte, NC2026-10-15
IPG Investment Advisors LLC
18,769$2.2M0.3%CoreMediumSan Diego, CA2026-10-30
TD Waterhouse Canada Inc.
18,645$2.2M0.0%CoreLowToronto, Australia2026-10-16
BXM Wealth LLC
18,080$2.1M1.1%GrowthLowEnglewood, CO2026-11-03
Wealthcare Advisory Partners LLC
18,011$2.1M0.0%ETFLowWest Chester, PA2026-10-21
HB Wealth Management, LLC
17,750$2.1M0.0%IndexVery LowAtlanta, GA2026-10-23
CPR Investments Inc.
17,042$2.0M1.5%ETFHighRochester, MI2026-10-26
Wedbush Securities Inc
17,035$2.0M0.1%CoreLowPasadena, CA2026-10-22
MGO One Seven LLC
16,888$2.0M0.0%GrowthLowBeachwood, OH2026-10-28
IFS Advisors, LLC
16,021$1.9M0.6%ETFLowOverland Park, KS2026-10-14
Fermata Advisors, LLC
15,755$1.9M0.4%ETFLowSonoma, CA2026-10-13
Sowell Financial Services LLC
15,255$1.8M0.1%CoreLowNorth Little Rock, AR2026-10-23
Hofer & Associates. Inc
14,663$1.7M1.2%ETFHighThousand Oaks, CA2026-10-13
RED Crane Wealth Management, LLC
14,663$1.7M1.2%ETFLowSan Francisco, CA2026-10-14
Vestment Financial LLC
14,594$1.7M0.8%ETFVery LowChanhassen, MN2026-10-13
Wedmont Private Capital
13,001$1.5M0.0%IndexVery LowWest Chester, PA2026-10-09
Journey Advisory Group, LLC
12,581$1.5M0.1%CoreMediumCovington, KY2026-11-04
Redwood Family Wealth LLC
12,472$1.5M1.3%GrowthLowPlano, TX2026-10-20
Brighton Jones LLC
12,227$1.4M0.0%CoreVery LowSeattle, WA2026-11-03
United Advisor Group, LLC
11,706$1.4M0.1%ETFLowCincinnati, OH2026-11-03
RFG Advisory, LLC
11,432$1.4M0.0%ETFMediumBirmingham, AL2026-11-03
Revisor Wealth Management LLC
11,222$1.3M0.3%CoreLowAkron, OH2026-10-20
Continuum Wealth Advisors, LLC
10,728$1.3M0.4%ETFMediumSaratoga Springs, NY2026-10-20
Truist Financial Corp
10,639$1.3M0.0%CoreLowCharlotte, NC2026-10-30
ETF Store, Inc.
10,635$1.3M1.0%ETFVery LowOverland Park, KS2026-10-19
Professional Financial Advisors, LLC
10,307$1.2M0.2%ETFMediumNorth Platte, NE2026-10-13
Transcendent Capital Group LLC
10,249$1.2M0.5%ETFMediumEdmond, OK2026-10-28
Teamwork Financial Advisors, LLC
10,001$1.2M0.1%GrowthHighSan Antonio, TX2026-10-19
James T. Borello RIA
9,944$1.2M0.2%ETFVery LowEast Dundee, IL2026-10-16
Independence Wealth Advisors, LLC
9,915$1.2M0.6%ETFHighIndependence, OH2026-10-29
Independent Financial Group, LLC
9,666$1.1M0.0%GrowthLowSan Diego, CA2026-10-13
Straight Path Wealth Management
9,050$1.1M0.2%ETFLowJenison, MI2026-10-23
Kure Advisory, LLC
9,040$1.1M0.5%ETFVery LowPlymouth, MN2026-10-08
Sovran Advisors, LLC
8,696$1.0M0.1%ETFMediumSan Diego, CA2026-11-02
Birch Financial Group, LLC
8,546$1.0M0.5%CoreLowKeene, NH2026-10-27
Claro Advisors Inc.
8,130$962.5K0.1%CoreLowBoston, MA2026-11-02
CLG LLC
7,949$941.1K0.2%ETFMediumLong Beach, CA2026-10-13
Paladin Wealth, LLC
7,941$940.1K0.5%CoreLowArden Hills, MN2026-10-23
Jessup Wealth Management, Inc
7,675$908.6K0.2%GrowthMediumDayton, OH2026-10-20
Goldenstone Wealth Management LLC
7,530$891.5K0.6%GrowthLowEl Dorado Hills, CA2026-11-04
Quantify Chaos Advisors, LLC
7,311$865.5K2.0%ETFMediumBrooklyn, NY2026-11-04
Innovative Advisory Group, LLC
7,154$847.0K0.6%ETFHighLexington, MA2026-10-13
Optivise Advisory Services LLC
6,984$826.8K0.4%ETFMediumFranklin, TN2026-10-19
Parcion Private Wealth LLC
6,945$822.2K0.0%CoreMediumBellevue, WA2026-10-28
RIA Advisory Group LLC
6,840$809.8K0.2%ETFHighSioux Falls, SD2026-10-15
Kane Co Wealth Management, Inc.
6,777$802.3K0.6%ETFVery LowJohnston, IA2026-11-04
Trademark Financial Management, LLC
6,726$796.3K0.3%ETFMediumBloomington, MN2026-10-23
Detalus Advisors, LLC
6,274$742.8K0.1%ETFLowSt. Louis, MO2026-10-15
Balance Wealth Partners LLC
6,272$742.5K0.2%ETFMediumWorthington, OH2026-10-27
Adamsbrown Wealth Consultants LLC
5,851$692.7K0.1%ETFLowWichita, KS2026-10-20
Fiduciary Alliance LLC
5,410$640.5K0.0%CoreMediumGreenville, SC2026-10-13
Cardinal Point Capital Management ULC
5,405$639.9K0.0%ValueLowToronto, Australia2026-10-21
Soltis Investment Advisors LLC
5,230$619.2K0.0%CoreMediumSt. George, UT2026-10-28
Relyea Zuckerberg Hanson LLC
4,842$573.3K0.0%ETFLowStamford, CT2026-10-20
FIG Financial Advisory Services Inc
4,743$561.5K0.3%CoreVery HighOklahoma City, OK2026-10-07
Formidable Asset Management, LLC
4,673$547.2K0.1%CoreLowCincinnati, OH2026-11-03
TME Financial, Inc.
4,652$550.7K0.3%ETFMediumHuntington Beach, CA2026-10-14
Partners Wealth Management, LLC
4,385$519.1K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Petros Family Wealth, LLC
4,339$513.7K0.3%GrowthMediumBloomington, MN2026-10-28
Motive Wealth Advisors
4,285$507.3K0.2%ETFVery LowBirmingham, MI2026-10-26
SteelPeak Wealth, LLC
4,240$502.0K0.0%GrowthHighWoodland Hills, CA2026-10-16
CFS Investment Advisory Services, LLC
4,185$495.8K0.0%ETFMediumTotowa, NJ2026-10-19
Harmony Asset Management LLC
4,083$483.3K0.1%GrowthMediumScottsdale, AZ2026-10-20
E6 Portfolios, LLC
3,921$464.2K0.4%ETFLowMidvale, UT2026-10-26
55 North Private Wealth, LLC
3,863$457.3K0.1%ETFLowWinter Park, FL2026-10-20
L.K. Benson & Company, P.C.
3,860$457.0K0.1%YieldVery LowTimonium, MD2026-10-23
Forum Financial Management, LP
3,773$446.7K0.0%ETFLowLombard, IL2026-10-16
Kingswood Wealth Advisors, LLC
3,763$445.5K0.0%GrowthLowSan Diego, CA2026-10-23
Bauman Advisory Group, LLC
3,644$431.4K0.2%ETFMediumLas Vegas, NV2026-10-29
Gateway Investment Advisers LLC
3,632$430.0K0.0%GrowthLowCincinnati, OH2026-10-13
Zega Investments, LLC
3,627$429.4K0.0%GrowthMediumPalm Beach Gardens, FL2026-11-04
BIP Wealth, LLC
3,606$426.9K0.0%ETFMediumAtlanta, GA2026-10-22
Worth Asset Management, LLC
3,594$425.5K0.1%ETFHighDallas, TX2026-10-07
Concurrent Investment Advisors, LLC
3,542$419.3K0.0%GrowthMediumTampa, FL2026-10-16
Leading Edge Financial Planning LLC
3,097$366.7K0.1%ETFLowKnoxville, TN2026-10-23
LVW Advisors, LLC
2,902$343.6K0.0%CoreMediumPittsford, NY2026-10-19
Ashton Thomas Private Wealth, LLC
2,857$338.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Cahaba Wealth Management, Inc.
2,846$336.9K0.0%ETFVery LowAtlanta, GA2026-10-26
Quadrant Private Wealth Management, LLC
2,771$328.1K0.0%GrowthLowCenter Valley, PA2026-11-04
New Perspectives, Inc
2,761$326.9K0.1%ETFVery LowTougaloo, MS2026-10-14
Yoder Wealth Management, Inc.
2,727$322.9K0.1%ETFLowWalnut Creek, CA2026-10-13
Sound Income Strategies, LLC
2,610$309.2K0.0%YieldMediumFt Lauderdale, FL2026-10-09
SeaCrest Wealth Management, LLC
2,600$307.8K0.0%GrowthLowPurchase, NY2026-10-21
Nicholas Hoffman & Company, Llc.
2,589$306.5K0.0%ETFVery LowAtlanta, GA2026-10-30
Revolve Wealth Partners, LLC
2,580$305.4K0.0%ETFVery LowHackensack, NJ2026-10-23
One Way Holdings LLC
2,573$304.6K0.0%CoreMediumFlower Mound, TX2026-10-29
Bayshore Capital Advisors, LLC
2,550$301.9K0.2%YieldMediumTampa, FL2026-11-02
Purewater Capital LLC
2,538$300.4K0.2%ETFMediumFort Worth, TX2026-10-23
MKT Advisors LLC
2,493$295.3K0.1%ETFLowCarlsbad, CA2026-10-20
Wavvest Wealth LLC
2,493$295.2K0.2%ETFN/AChicago, IL2026-10-21
Lineweaver Wealth Advisors, LLC
2,440$288.9K0.0%ETFLowValley View, OH2026-10-13
Bryn Mawr Trust Advisors, LLC
2,435$288.3K0.0%CoreLowPhiladelphia, PA2026-11-04
OFS Enterprise LLC
2,391$283.1K0.1%ETFVery LowKearney, NE2026-10-16
Simplex Trading, LLC
2,388$282.7K0.0%CoreVery HighChicago, IL2026-11-04
Innealta Capital, LLC
2,255$267.0K0.1%ETFMediumAustin, TX2026-11-02
GoalVest Advisory LLC
2,249$266.3K0.0%ETFMediumNew York, NY2026-10-02
Hummer Financial Advisory Services Inc
2,200$260.5K0.2%CoreVery LowChicago, IL2026-10-09
Abacus Wealth Partners, LLC
2,000$236.8K0.0%ETFLowSanta Monica, CA2026-11-03
T3 Companies, LLC
2,000$236.8K0.2%CoreVery HighNew York, NY2026-10-22
Modera Wealth Management, LLC
1,983$234.8K0.0%ETFVery LowWestwood, NJ2026-10-28
Penney Financial, LLC
1,900$224.9K0.1%ETFMediumHouston, TX2026-10-20
Berman McAleer LLC
1,780$210.7K0.0%ETFVery LowTimonium, MD2026-10-16
Hutchens & Kramer Investment Management Group, LLC
1,750$207.2K0.1%ETFLowIndianapolis, IN2026-10-16
Oppenheimer & Co Inc
1,690$200.1K0.0%CoreLowNew York, NY2026-10-26
Westside Investment Management, Inc.
1,400$165.7K0.0%GrowthLowSanta Monica, CA2026-11-02
Hazlett, Burt & Watson, Inc.
802$95.0K0.1%CoreVery LowWheeling, WV2026-11-04
Elyxium Wealth, LLC
700$82.9K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Pinnacle Wealth Planning Services, Inc.
542$64.2K0.0%GARPLowMansfield, OH2026-10-27
AlphaCore Capital LLC
524$62.0K0.0%ETFLowLa Jolla, CA2026-11-04
Markowski Investments
300$35.5K0.0%ETFN/ATampa, FL2026-10-30
Assetmark, Inc
141$16.7K0.0%ETFLowConcord, CA2026-10-21
Glass Jacobson Investment Advisors llc
12$1.4K0.0%ETFLowOwings Mills, MD2026-10-26
Prudent Man Investment Management, Inc.
3$3560.0%ETFVery LowLouisville, CO2026-11-03