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Avantis US Large Cap Value (AVLV)

CUSIP: 025072349 | NYSE | 793 institutional holders

Quarters

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

Wealth Enhancement Advisory Services, LLC9,886,267
1.4% of portfolio›$912.0M
Petersen Hastings Wealth Advisors Inc.1,990,734
14.9% of portfolio›$180.0M
Apollon Wealth Management, LLC1,653,475
1.7% of portfolio›$149.5M
Moisand Fitzgerald Tamayo, LLC1,374,353
12.5% of portfolio›$124.3M
HUB Investment Partners, LLC1,263,884
2.0% of portfolio›$114.3M
Commonwealth Equity Services, LLC1,249,849
0.1% of portfolio›$113.0M
Cannon Financial Strategists, Inc.1,128,907
11.5% of portfolio›$102.1M
Wealth Management Nebraska1,065,353
8.4% of portfolio›$96.4M
Nixon Peabody Trust Co1,018,816
6.0% of portfolio›$92.1M
B&D White Capital Company, LLC974,447
8.6% of portfolio›$88.1M
Glenview Trust Co809,160
1.0% of portfolio›$73.2M
Thrivent Financial for Lutherans754,880
0.2% of portfolio›$68.8M
Aprio Wealth Management, LLC714,500
2.9% of portfolio›$64.6M
Annex Advisory Services, LLC712,657
1.1% of portfolio›$64.5M
Park Avenue Securities LLC705,798
1.1% of portfolio›$63.8M
Kestra Advisory Services, LLC685,747
0.2% of portfolio›$62.0M
Allegiance Financial Group Advisory Services LLC684,278
10.0% of portfolio›$61.9M
Voisard Asset Management Group, Inc.637,838
10.7% of portfolio›$57.7M
Farther Finance Advisors, LLC593,451
0.4% of portfolio›$53.7M
Opus Capital Group, LLC498,000
16.6% of portfolio›$45.0M
Visionary Wealth Advisors497,594
1.8% of portfolio›$45.0M
Legacy Financial Strategies, LLC496,474
7.3% of portfolio›$44.9M
Willow Creek Wealth Management Inc.482,434
2.9% of portfolio›$43.6M
Armstrong, Fleming & Moore, Inc472,569
14.1% of portfolio›$42.7M
Global Strategic Investment Solutions, LLC439,956
3.5% of portfolio›$39.8M
Apella Capital, LLC431,721
0.5% of portfolio›$39.7M
ShoreHaven Wealth Partners, LLC391,797
10.9% of portfolio›$35.4M
Chicago Partners Investment Group LLC391,020
0.7% of portfolio›$36.3M
Choreo, LLC387,116
0.4% of portfolio›$35.0M
Leading Edge Financial Planning LLC377,596
7.1% of portfolio›$34.1M
Financial Management Network Inc355,983
4.7% of portfolio›$32.6M
Symmetry Partners, LLC352,461
1.6% of portfolio›$31.9M
TCI Wealth Advisors, Inc.343,363
1.2% of portfolio›$31.1M
McMill Wealth Management330,833
6.8% of portfolio›$29.9M
Cornerstone Wealth Partners, LLC321,419
11.5% of portfolio›$29.1M
Fonville Wealth Management LLC312,654
4.3% of portfolio›$28.3M
Aire Advisors, LLC274,738
4.0% of portfolio›$24.8M
Meritas Wealth Management, LLC268,943
8.8% of portfolio›$24.3M
Arlington Financial Advisors, LLC264,418
3.0% of portfolio›$23.9M
Reap Financial Group, LLC264,141
3.9% of portfolio›$23.9M
WJ Interests, LLC257,673
8.4% of portfolio›$23.3M
Fidelity D & D Bancorp Inc257,173
7.8% of portfolio›$23.3M
Elser Financial Planning, Inc255,539
1.0% of portfolio›$23.1M
Nova R Wealth, Inc.254,164
6.7% of portfolio›$23.0M
Ullmann Wealth Partners Group, LLC247,454
2.0% of portfolio›$22.4M
Oceanside Advisors LLC244,693
13.6% of portfolio›$22.1M
Elevation Point Wealth Partners, LLC230,012
0.3% of portfolio›$20.8M
Kestra Investment Management, LLC225,000
0.4% of portfolio›$20.3M
Integrated Capital Management, Inc.224,744
14.6% of portfolio›$20.3M
Advantage Trust Co224,248
7.1% of portfolio›$20.3M
Heritage Wealth Management, Inc.217,927
6.8% of portfolio›$19.7M
Avidian Wealth Enterprises, LLC217,738
0.5% of portfolio›$19.7M
Seros Financial, LLC212,685
9.8% of portfolio›$19.2M
BostonPremier Wealth LLC210,718
7.8% of portfolio›$19.1M
Apollon Financial, LLC210,258
2.2% of portfolio›$19.0M
Perigon Wealth Management, LLC207,801
0.3% of portfolio›$18.8M
Kooman & Associates207,515
5.0% of portfolio›$18.8M
Shotwell Rutter Baer Inc207,085
10.4% of portfolio›$18.7M
Atria Investments, Inc197,254
0.2% of portfolio›$17.8M
Team Financial Group, LLC192,937
6.9% of portfolio›$17.4M
MFA Wealth Advisors, LLC190,429
2.9% of portfolio›$17.2M
Collective Family Office LLC187,163
3.5% of portfolio›$16.9M
Hill Island Financial LLC186,367
3.5% of portfolio›$16.9M
Websterrogers Financial Advisors, LLC180,713
4.3% of portfolio›$16.3M
Sylvest Advisors, LLC177,946
7.2% of portfolio›$16.1M
Northland Capital Management LLC173,519
7.2% of portfolio›$15.7M
Entrewealth, LLC171,752
5.5% of portfolio›$15.5M
Bannerman Wealth Management Group, LLC169,781
8.8% of portfolio›$15.4M
Nations Financial Group Inc,166,637
0.7% of portfolio›$15.1M
Certified Advisory Corp164,516
1.2% of portfolio›$14.9M
Krilogy Financial LLC162,529
0.4% of portfolio›$15.1M
Verus Financial Partners, Inc.155,578
1.2% of portfolio›$14.1M
Financial Futures Ltd Liability Co.155,074
5.2% of portfolio›$14.0M
Kings Path Partners LLC154,050
3.7% of portfolio›$13.9M
Fulton Bank, N.A.152,087
0.4% of portfolio›$13.8M
First National Bank Sioux Falls146,789
4.1% of portfolio›$13.3M
Fortitude Family Office, LLC143,811
2.2% of portfolio›$13.0M
Fifth Third Bancorp143,278
0.0% of portfolio›$13.0M
Keyes, Stange & Wooten Wealth Management, LLC139,173
5.9% of portfolio›$12.6M
Quadcap Wealth Management, LLC134,116
1.1% of portfolio›$12.1M
Bauman Advisory Group, LLC133,892
6.0% of portfolio›$12.1M
Creative Planning131,091
0.0% of portfolio›$11.9M
Foundry Financial Group, Inc.129,841
4.9% of portfolio›$11.7M
EnRich Financial Partners LLC128,706
2.8% of portfolio›$11.6M
Sage Rhino Capital LLC128,494
1.9% of portfolio›$11.6M
Cherry Tree Wealth Management, LLC124,846
2.1% of portfolio›$11.3M
Ridgeline Wealth, LLC122,012
6.4% of portfolio›$11.4M
Dahring | Cusmano LLC117,990
4.9% of portfolio›$10.7M
Networth Advisors, LLC116,495
6.1% of portfolio›$10.5M
Forthright Family Wealth Advisory LLC116,379
6.0% of portfolio›$10.5M
Anderson Hoagland & Co114,596
0.8% of portfolio›$10.7M
Financial Partners Group, Inc109,219
1.0% of portfolio›$9.9M
TrustWell Financial Advisors, LLC107,997
8.3% of portfolio›$9.8M
Vestment Financial LLC104,796
4.2% of portfolio›$9.5M
Strategent Financial, LLC102,450
4.6% of portfolio›$9.3M
S&A Financial Services, Inc.101,796
5.7% of portfolio›$9.2M
Strategic Blueprint, LLC99,725
0.4% of portfolio›$9.0M
Yardley Wealth Management LLC99,680
3.9% of portfolio›$9.0M
M Holdings Securities, Inc.98,116
0.0% of portfolio›$9.2K
Prosperity Planning, Inc.98,051
2.0% of portfolio›$8.9M
Quantum Financial Partners LLC97,531
4.5% of portfolio›$8.8M
Echo Wealth Management, LLC94,976
4.2% of portfolio›$8.6M
LongView Wealth Management90,276
2.0% of portfolio›$8.2M
Burk Holdings LLC86,674
2.7% of portfolio›$7.8M
Midwest Financial Group LLC85,748
2.6% of portfolio›$7.8M
SRH Advisors, LLC85,350
2.0% of portfolio›$7.7M
White Pine Investment Co84,821
4.8% of portfolio›$7.7M
Factor Wealth Management LTD79,973
1.1% of portfolio›$7.2M
Concord Wealth Partners79,474
0.8% of portfolio›$7.2M
AlphaCore Capital LLC78,017
0.1% of portfolio›$7.1M
Wealth Enhancement Trust Services, Inc.77,374
0.7% of portfolio›$7.0M
Madrid Wealth Management, LLC75,871
4.4% of portfolio›$6.9M
Greenwood Capital Associates LLC74,635
0.7% of portfolio›$6.7M
Concord Asset Management, LLC73,695
1.0% of portfolio›$6.7M
Larson Financial Group LLC73,334
0.2% of portfolio›$6.6M
Vise Technologies, Inc.70,923
0.1% of portfolio›$6.4M
Plancorp, LLC70,059
0.1% of portfolio›$6.6M
Axxcess Wealth Management, LLC67,604
0.3% of portfolio›$6.1M
Able Financial Group, LLC66,986
0.9% of portfolio›$6.1M
Fifth Third Wealth Advisors LLC64,981
0.2% of portfolio›$5.9M
Herold Advisors, Inc.64,335
1.1% of portfolio›$5.8M
Mattern Wealth Management LLC63,641
0.9% of portfolio›$5.8M
Premier Path Wealth Partners, LLC63,430
0.7% of portfolio›$5.7M
Sovran Advisors, LLC60,982
0.4% of portfolio›$5.8M
CRA Financial Services, LLC60,718
0.6% of portfolio›$5.5M
Diversify Advisory Services, LLC58,462
0.1% of portfolio›$5.5M
Diversify Wealth Management, LLC58,462
0.1% of portfolio›$5.5M
Greenspring Advisors, LLC58,130
0.2% of portfolio›$5.3M
Sprinkle Financial Consultants LLC57,719
2.0% of portfolio›$5.2M
Prosperity Financial Group, Inc.56,629
1.5% of portfolio›$5.1M
Tenzing Financial LLC55,956
3.5% of portfolio›$5.2M
Navigoe, LLC55,872
2.7% of portfolio›$5.1M
Flagship Harbor Advisors, LLC55,215
0.2% of portfolio›$5.0M
Bayshore Asset Management, LLC53,250
1.7% of portfolio›$4.9M
Mendota Financial Group, LLC53,106
3.0% of portfolio›$4.8M
SFM, LLC d/b/a Sweeney Financial Advisors52,738
2.4% of portfolio›$4.8M
Mattern Capital Management, LLC52,175
0.6% of portfolio›$4.7M
Sarver Vrooman Wealth Advisors51,308
2.7% of portfolio›$4.6M
Arsenal Capital Advisors LLC50,751
2.5% of portfolio›$4.6M
Asset One Wealth Management LLC49,404
0.4% of portfolio›$4.5M
Ballast Financial Advisors LLC49,201
4.2% of portfolio›$4.4M
Tableaux LLC47,947
1.8% of portfolio›$4.3M
Decker Retirement Planning Inc.47,289
1.4% of portfolio›$4.3M
WMG Financial Advisors, LLC46,186
1.6% of portfolio›$4.2M
Stone Summit Wealth LLC45,864
1.1% of portfolio›$4.1M
Hudson Oak Wealth Advisory LLC45,252
3.1% of portfolio›$4.1M
Legacy Financial Group, Inc.44,037
0.9% of portfolio›$4.0M
Dynamic Advisor Solutions LLC43,098
0.1% of portfolio›$3.9M
Cambridge Investment Research Advisors, Inc.42,298
0.0% of portfolio›$3.8M
Wealthcare Advisory Partners LLC42,049
0.1% of portfolio›$3.8M
Frankly Finances, LLC41,255
2.9% of portfolio›$3.7M
Armbruster Capital Management, Inc.40,678
0.6% of portfolio›$3.7M
Parsons Capital Management Inc40,428
0.2% of portfolio›$3.7M
Independent Financial Group, LLC40,341
0.1% of portfolio›$3.6M
Prudent Investor Advisors, LLC40,038
2.8% of portfolio›$3.6M
Midwest Heritage Bank, FSB38,896
1.0% of portfolio›$3.5M
Kane Co Wealth Management, Inc.38,738
2.8% of portfolio›$3.5M
Well Done, LLC36,374
0.4% of portfolio›$3.3M
Vannoy Advisory Group, Inc.35,238
1.8% of portfolio›$3.2M
Guidance Capital, Inc35,099
0.7% of portfolio›$3.3M
Crosspoint Financial, LLC34,257
6.1% of portfolio›$3.1M
Directional Asset Management33,878
2.5% of portfolio›$3.1M
LexAurum Advisors, LLC33,691
0.3% of portfolio›$3.0M
Orba Wealth Advisors, L.L.C.33,455
2.6% of portfolio›$3.0M
Summit Financial Strategies, Inc.33,291
0.2% of portfolio›$3.0M
Porter White Investment Advisors, Inc.32,293
1.8% of portfolio›$2.9M
Porter White Investment Advisors, Inc.32,293
1.8% of portfolio›$2.9M
Pacific Asset Management, LLC31,320
1.4% of portfolio›$2.8M
United Advisor Group, LLC31,307
0.3% of portfolio›$2.8M
Cypress Point Wealth Management, LLC30,798
0.3% of portfolio›$2.8M
Cap Partners, LLC30,767
1.3% of portfolio›$2.8M
Waterfront Wealth Inc.30,749
0.5% of portfolio›$2.9M
NorthCrest Asset Manangement, LLC29,682
0.1% of portfolio›$2.7M
Andrews Advisory Associates, LLC29,519
1.2% of portfolio›$2.7M
BFI Wealth Solutions, LLC29,292
1.8% of portfolio›$2.6M
Equity Wealth Partners, LLC29,069
0.9% of portfolio›$2.6M
Three Arch Wealth Management LLC27,826
0.4% of portfolio›$2.5M
Vaquero Private Wealth, LTD26,209
0.5% of portfolio›$2.4M
Forum Financial Management, LP25,873
0.0% of portfolio›$2.3M
SC&H Financial Advisors, Inc.25,073
0.3% of portfolio›$2.3M
Modera Wealth Management, LLC24,945
0.0% of portfolio›$2.3M
Evolution Wealth Management Inc.24,775
1.3% of portfolio›$2.2M
Wedmont Private Capital24,732
0.1% of portfolio›$2.3M
Layline Advisors, LLC24,368
2.0% of portfolio›$2.2M
GEM Asset Management, LLC24,258
0.9% of portfolio›$2.2M
Fifth Third Securities, Inc.23,393
0.1% of portfolio›$2.1M
Haven Private, LLC23,029
0.8% of portfolio›$2.1M
Parallel Advisors, LLC21,973
0.0% of portfolio›$2.0M
AGH Wealth Advisors, LLC21,482
1.1% of portfolio›$1.9M
Parkshore Wealth Management, Inc.21,475
0.5% of portfolio›$1.9M
Approach Retirement Advisors, LLC21,302
1.4% of portfolio›$1.9M
Bokf, NA21,132
0.0% of portfolio›$1.9M
Freestate Advisors LLC20,419
1.4% of portfolio›$1.8M
Platt Wealth Management LLC19,200
2.1% of portfolio›$1.7M
Stegent Equity Advisors, Inc.18,985
1.4% of portfolio›$1.7M
Northwest Wealth Management, LLC18,683
0.2% of portfolio›$1.7M
Signal Advisors Wealth, LLC18,627
0.1% of portfolio›$1.7M
Dixon Fnancial Services, Inc.17,964
0.7% of portfolio›$1.6M
Vicus Capital17,873
0.1% of portfolio›$1.6M
Meridian Wealth Management, LLC17,731
0.0% of portfolio›$1.6M
SeedSafe Financial LLC17,693
1.2% of portfolio›$1.6M
Sapient Capital LLC17,579
0.0% of portfolio›$1.6M
Acropolis Investment Management, LLC17,545
0.1% of portfolio›$1.6M
Vista Investment Partners LLC17,431
0.4% of portfolio›$1.6M
KFG LLC17,239
1.0% of portfolio›$1.6M
USAdvisors Wealth Management, LLC17,109
1.8% of portfolio›$1.5M
Concurrent Investment Advisors, LLC17,094
0.0% of portfolio›$1.5M
HBW Advisory Services LLC16,946
0.2% of portfolio›$1.5M
Klingman & Associates, LLC16,722
0.1% of portfolio›$1.5M
LAM Group, Inc.16,655
0.8% of portfolio›$1.5M
Santori & Peters, Inc.16,556
0.4% of portfolio›$1.5M
Fund Evaluation Group, LLC15,700
0.0% of portfolio›$1.4M
Tranquility Partners, LLC15,498
0.5% of portfolio›$1.4M
Kachkovsky & Fisher, Inc.14,823
1.2% of portfolio›$1.3M
Evanson Financial, LLC14,495
0.1% of portfolio›$1.3M
Lifetime Wealth Management P.C.14,206
0.8% of portfolio›$1.3M
Foster Group, Inc.13,680
0.0% of portfolio›$1.2M
GC Wealth Management RIA, LLC13,661
0.1% of portfolio›$1.2M
Kestra Private Wealth Services, LLC13,434
0.0% of portfolio›$1.2M
Elevation Wealth Partners, LLC13,305
0.3% of portfolio›$1.2M
Winnacle Wealth LLC12,465
0.7% of portfolio›$1.1M
Hazlett, Burt & Watson, Inc.12,401
0.3% of portfolio›$558.6K
Wealth Architects, LLC12,272
0.1% of portfolio›$1.1M
Uptick Partners, LLC11,720
0.1% of portfolio›$1.1M
Integrity Investment Advisors, LLC11,298
0.4% of portfolio›$1.0M
Eastern Bank11,294
0.0% of portfolio›$1.0M
RFG Advisory, LLC10,828
0.0% of portfolio›$979.3K
Freedom Day Solutions, LLC10,604
0.2% of portfolio›$959.0K
Regions Financial Corp9,884
0.0% of portfolio›$893.9K
Clarity Capital Advisors, LLC9,735
0.4% of portfolio›$880.4K
Accredited Investors Inc.9,568
0.0% of portfolio›$865.3K
Cornerstone Wealth Management, LLC9,127
0.0% of portfolio›$825.4K
Diversified Portfolios, Inc.8,869
0.1% of portfolio›$802.1K
Arbor Wealth Advisors LLC8,800
0.5% of portfolio›$795.9K
Revolve Wealth Partners, LLC8,648
0.1% of portfolio›$782.1K
Riverchase Wealth Management, LLC8,431
0.4% of portfolio›$762.5K
Foundry Financial LLC8,341
0.2% of portfolio›$754.4K
Abacus Planning Group, Inc.8,330
0.1% of portfolio›$753.4K
Tempus Wealth Planning, LLC8,215
0.1% of portfolio›$743.0K
Mission Wealth Management, LP8,031
0.0% of portfolio›$726.4K
CWA Asset Management Group, LLC7,984
0.0% of portfolio›$722.1K
West Wealth Group, LLC7,923
0.1% of portfolio›$716.6K
Beacon Financial Advisory LLC7,898
0.1% of portfolio›$714.3K
Legacy Capital Wealth Partners, LLC7,806
0.1% of portfolio›$706.0K
Fiduciary Advisors, Inc.7,777
0.5% of portfolio›$703.3K
Insight Wealth Partners, LLC7,600
0.1% of portfolio›$687.3K
Adamsbrown Wealth Consultants LLC7,279
0.1% of portfolio›$658.3K
Root Financial Partners, LLC6,943
0.0% of portfolio›$627.9K
Bank of New York Mellon Corp6,562
0.0% of portfolio›$593.4K
Financial Synergies Wealth Advisors, Inc.6,413
0.0% of portfolio›$580.0K
Level Financial Advisors6,342
0.1% of portfolio›$573.6K
Traphagen Investment Advisors LLC6,315
0.0% of portfolio›$571.1K
BIP Wealth, LLC6,305
0.0% of portfolio›$570.3K
Acorn Financial Advisory Services Inc6,283
0.1% of portfolio›$568.2K
Andrews, Lucia Wealth Management LLC5,915
0.3% of portfolio›$534.9K
SAX Wealth Advisors, LLC5,860
0.0% of portfolio›$530.0K
Acorn Creek Capital LLC5,846
0.2% of portfolio›$528.7K
Mainsail Asset Management, LLC5,776
0.2% of portfolio›$533.3K
IFP Advisors, Inc5,769
0.0% of portfolio›$521.7K
Gibraltar Capital Management, Inc.5,754
0.1% of portfolio›$520.4K
Moneco Advisors, LLC5,550
0.0% of portfolio›$502.0K
Morey & Quinn Wealth Partners, LLC5,505
0.3% of portfolio›$497.9K
Optima Capital LLC5,460
0.2% of portfolio›$493.8K
Cordgrass Capital Advisors, LLC5,436
0.2% of portfolio›$491.6K
Carnegie Investment Counsel5,434
0.0% of portfolio›$491.5K
Redwood Park Advisors LLC5,376
0.3% of portfolio›$486.2K
Avantax Planning Partners, Inc.5,364
0.0% of portfolio›$485.1K
Gradient Capital Advisors, LLC5,327
0.1% of portfolio›$481.7K
QTR Family Wealth, LLC5,260
0.2% of portfolio›$475.7K
Creative Financial Designs Inc4,892
0.0% of portfolio›$442.5K
Altiora Financial Group, LLC4,890
0.1% of portfolio›$442.3K
May Hill Capital, LLC4,829
0.1% of portfolio›$436.7K
Canvas Wealth Advisors, LLC4,797
0.1% of portfolio›$452.6K
MN Wealth Advisors, LLC4,780
0.2% of portfolio›$432.3K
Hurley Capital, LLC4,687
0.2% of portfolio›$423.9K
Sensenig Capital Advisors, Inc4,632
0.4% of portfolio›$418.9K
Private Trust Co NA4,585
0.0% of portfolio›$414.7K
Northwest Financial Advisors4,569
0.1% of portfolio›$413.2K
Mayfair Advisory Group, LLC4,564
0.1% of portfolio›$412.7K
PUREfi Wealth, LLC4,534
0.2% of portfolio›$410.1K
Oppenheimer & Co Inc4,448
0.0% of portfolio›$402.3K
Murphy Pohlad Asset Management LLC4,427
0.1% of portfolio›$400.4K
Coquina Private Wealth LLC4,399
0.3% of portfolio›$397.8K
CGN Advisors LLC4,320
0.0% of portfolio›$390.7K
James J. Burns & Company, LLC4,318
0.0% of portfolio›$390.4K
Nestegg Advisors, Inc.4,301
0.3% of portfolio›$389.0K
Burkett Financial Services, LLC4,095
0.1% of portfolio›$370.4K
William Howard & Co Financial Advisors Inc3,803
0.3% of portfolio›$343.9K
Indivisible Partners3,733
0.0% of portfolio›$337.6K
US Bancorp \de\3,684
0.0% of portfolio›$333.2K
Ferguson Johnson Wealth Management Inc3,668
0.2% of portfolio›$331.8K
Eagle Wealth Advisors LLC3,621
0.2% of portfolio›$327.5K
Spire Wealth Management3,618
0.0% of portfolio›$327.2K
Titleist Asset Management, LLC3,567
0.0% of portfolio›$322.6K
E6 Portfolios, LLC3,552
0.2% of portfolio›$321.2K
Atwood & Palmer Inc3,534
0.0% of portfolio›$319.6K
PFG Advisors3,502
0.0% of portfolio›$316.7K
D.A. Davidson & Co.3,500
0.0% of portfolio›$316.5K
Citizens Financial Group Inc3,460
0.0% of portfolio›$312.9K
NovaPoint Capital, LLC3,437
0.1% of portfolio›$310.8K
Facet Wealth, Inc.3,398
0.0% of portfolio›$307.3K
Baker Boyer National Bank3,385
0.1% of portfolio›$306.1K
Elevatus Welath Management3,231
0.1% of portfolio›$292.2K
Assetmark, Inc3,183
0.0% of portfolio›$287.9K
Compound Planning, Inc.3,070
0.0% of portfolio›$277.7K
Walkner Condon Financial Advisors LLC3,030
0.0% of portfolio›$274.0K
Curtis Advisory Group, LLC3,007
0.1% of portfolio›$272.0K
Stordahl Capital Management, Inc.2,999
0.1% of portfolio›$271.2K
Brickley Wealth Management2,970
0.0% of portfolio›$268.6K
Lloyd Advisory Services, Llc.2,885
0.1% of portfolio›$260.9K
Creative Capital Management Investments LLC2,875
0.1% of portfolio›$260.0K
Sagespring Wealth Partners, LLC2,873
0.0% of portfolio›$259.8K
Members Wealth LLC2,738
0.1% of portfolio›$251.5K
Lido Advisors, LLC2,728
0.0% of portfolio›$246.8K
Truist Financial Corp2,719
0.0% of portfolio›$245.9K
Badgley Phelps Wealth Managers, LLC2,655
0.0% of portfolio›$240.1K
Independent Wealth Network Inc.2,612
0.1% of portfolio›$236.2K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors2,605
0.0% of portfolio›$235.6K
Andrew Hill Investment Advisors, Inc.2,588
0.2% of portfolio›$234.1K
Synergy Asset Management, LLC2,468
0.0% of portfolio›$223.2K
Alliance Wealth Advisors, LLC2,454
0.1% of portfolio›$221.9K
Split Rock Private Trading & Wealth Management, LLC2,392
0.1% of portfolio›$216.3K
Wespac Advisors SoCal, LLC2,334
0.0% of portfolio›$211.1K
XY Planning Network, Inc.2,311
0.0% of portfolio›$209.0K
Brookstone Capital Management2,250
0.0% of portfolio›$203.5K
Navigate Wealth Management, LLC2,249
0.1% of portfolio›$207.8K
Winebrenner Capital Management LLC2,246
0.1% of portfolio›$203.1K
O'Connor Financial Group LLC2,245
0.1% of portfolio›$203.0K
ARK & TLK Investments, LLC2,243
0.0% of portfolio›$202.9K
Highland Financial Advisors, LLC2,238
0.0% of portfolio›$202.4K
Parkside Financial Bank & Trust2,083
0.0% of portfolio›$188.4K
Central Trust Co1,677
0.0% of portfolio›$151.7K
JFS Wealth Advisors, LLC1,435
0.0% of portfolio›$129.8K
Arlington Trust Co LLC1,366
0.0% of portfolio›$123.5K
Kingdom Financial Group Llc.1,071
0.0% of portfolio›$96.9K
Prudent Man Investment Management, Inc.927
0.0% of portfolio›$83.8K
Mather Group, Llc.925
0.0% of portfolio›$83.7K
Elyxium Wealth, LLC900
0.0% of portfolio›$81.4K
Blue Trust, Inc.690
0.0% of portfolio›$62.4K
GoalVest Advisory LLC657
0.0% of portfolio›$59.4K
Albion Financial Group607
0.0% of portfolio›$54.9K
Nemes Rush Group LLC570
0.0% of portfolio›$51.6K
Tradewinds Capital Management, LLC523
0.0% of portfolio›$47.3K
Citigroup Inc353
0.0% of portfolio›$31.9K
Harbor Asset Planning, Inc.301
0.0% of portfolio›$27.2K
Investors Research Corp275
0.0% of portfolio›$24.9K
Financial Perspectives, Inc268
0.0% of portfolio›$24.2K
Family Capital Trust Co247
0.0% of portfolio›$22.3K
Key Capital Management, Inc229
0.0% of portfolio›$20.7K
Morton Brown Family Wealth, LLC197
0.0% of portfolio›$17.8K
Trust Co of Vermont196
0.0% of portfolio›$17.7K
Catherine Avery Investment Management LLC180
0.0% of portfolio›$16.3K
Rossby Financial, LCC162
0.0% of portfolio›$14.6K
Cassaday & Co Wealth Management LLC156
0.0% of portfolio›$14.1K
Realta Investment Advisors139
0.0% of portfolio›$12.6K
Pacifica Partners Inc.135
0.0% of portfolio›$12.3K
Key FInancial Inc120
0.0% of portfolio›$10.9K
Lanark Financial, Inc.116
0.0% of portfolio›$10.5K
North Star Investment Management Corp.103
0.0% of portfolio›$9.3K
Pinnacle Wealth Planning Services, Inc.102
0.0% of portfolio›$9.2K
Sunrise Financial Services, LLC100
0.0% of portfolio›$9.0K
Maseco LLP91
0.0% of portfolio›$8.2K
Capital Investment Advisory Services, LLC75
0.0% of portfolio›$6.8K
Elevate Wealth Advisory, Inc61
0.0% of portfolio›$5.5K
Quest 10 Wealth Builders, Inc.59
0.0% of portfolio›$5.3K
Montgomery Financial Services LLC56
0.0% of portfolio›$5.1K
Vermillion Wealth Management, Inc.48
0.0% of portfolio›$4.3K
Central Pacific Bank - Trust Division42
0.0% of portfolio›$3.8K
Ashton Thomas Private Wealth, LLC38
0.0% of portfolio›$3.4K
TD Waterhouse Canada Inc.34
0.0% of portfolio›$3.1K
Signaturefd, LLC32
0.0% of portfolio›$2.9K
Golden State Wealth Management, LLC32
0.0% of portfolio›$2.9K
Cape Investment Advisory, Inc.20
0.0% of portfolio›$1.8K
CoreCap Advisors, LLC19
0.0% of portfolio›$1.7K
Independence Bank of Kentucky19
0.0% of portfolio›$1.7K
IMG Wealth Management, Inc.13
0.0% of portfolio›$1.2K
American Capital Advisory, LLC11
0.0% of portfolio›$995
Lodestone Wealth Management LLC10
0.0% of portfolio›$916
Provenance Wealth Advisors, LLC8
0.0% of portfolio›$724
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
9,886,267$912.0M1.4%CoreLowPlymouth, MN2026-10-13
Petersen Hastings Wealth Advisors Inc.
1,990,734$180.0M14.9%ETFLowKennewick, WA2026-10-27
Apollon Wealth Management, LLC
1,653,475$149.5M1.7%GrowthLowMount Pleasant, SC2026-10-23
Moisand Fitzgerald Tamayo, LLC
1,374,353$124.3M12.5%ETFVery LowOrlando, FL2026-10-15
HUB Investment Partners, LLC
1,263,884$114.3M2.0%GrowthLowAustin, TX2026-11-03
Commonwealth Equity Services, LLC
1,249,849$113.0M0.1%ETFLowWaltham, MA2026-11-02
Cannon Financial Strategists, Inc.
1,128,907$102.1M11.5%ETFVery LowAthens, GA2026-10-19
Wealth Management Nebraska
1,065,353$96.4M8.4%ETFLowNorfolk, NE2026-10-26
Nixon Peabody Trust Co
1,018,816$92.1M6.0%GrowthLowBoston, MA2026-10-23
B&D White Capital Company, LLC
974,447$88.1M8.6%ETFHighLakeway, TX2026-11-02
Glenview Trust Co
809,160$73.2M1.0%GrowthVery LowLouisville, KY2026-10-28
Thrivent Financial for Lutherans
754,880$68.8M0.2%GARPMediumMinneapolis, MN2026-11-05
Aprio Wealth Management, LLC
714,500$64.6M2.9%ETFMediumAtlanta, GA2026-10-28
Annex Advisory Services, LLC
712,657$64.5M1.1%GrowthHighBrookfield, WI2026-10-16
Park Avenue Securities LLC
705,798$63.8M1.1%ETFMediumNew York, NY2026-10-26
Kestra Advisory Services, LLC
685,747$62.0M0.2%CoreLowAustin, TX2026-11-02
Allegiance Financial Group Advisory Services LLC
684,278$61.9M10.0%ETFLowVienna, VA2026-11-02
Voisard Asset Management Group, Inc.
637,838$57.7M10.7%ETFLowGrand Rapids, MI2026-10-13
Farther Finance Advisors, LLC
593,451$53.7M0.4%IndexLowSan Francisco, CA2026-10-08
Opus Capital Group, LLC
498,000$45.0M16.6%ETFVery LowCincinnati, OH2026-10-30
Visionary Wealth Advisors
497,594$45.0M1.8%ETFLowO'Fallon, IL2026-11-04
Legacy Financial Strategies, LLC
496,474$44.9M7.3%ETFLowOverland Park, KS2026-10-15
Willow Creek Wealth Management Inc.
482,434$43.6M2.9%ETFVery LowSebastopol, CA2026-10-26
Armstrong, Fleming & Moore, Inc
472,569$42.7M14.1%GrowthVery LowWashington, DC2026-10-28
Global Strategic Investment Solutions, LLC
439,956$39.8M3.5%ETFLowScottsdale, AZ2026-10-16
Apella Capital, LLC
431,721$39.7M0.5%ETFVery LowWest Hartford, CT2026-10-08
ShoreHaven Wealth Partners, LLC
391,797$35.4M10.9%ETFMediumRed Bank, NJ2026-10-16
Chicago Partners Investment Group LLC
391,020$36.3M0.7%GARPLowChicago, IL2026-10-27
Choreo, LLC
387,116$35.0M0.4%IndexLowRockford, IL2026-10-28
Leading Edge Financial Planning LLC
377,596$34.1M7.1%ETFLowKnoxville, TN2026-10-23
Financial Management Network Inc
355,983$32.6M4.7%ETFLowMission Viejo, CA2026-10-09
Symmetry Partners, LLC
352,461$31.9M1.6%ETFLowGlastonbury, CT2026-10-27
TCI Wealth Advisors, Inc.
343,363$31.1M1.2%ETFLowTucson, AZ2026-10-30
McMill Wealth Management
330,833$29.9M6.8%Deep ValueHighNorfolk, NE2026-11-05
Cornerstone Wealth Partners, LLC
321,419$29.1M11.5%ETFVery LowOkemos, MI2026-10-28
Fonville Wealth Management LLC
312,654$28.3M4.3%ETFVery LowRichmond, VA2026-10-28
Aire Advisors, LLC
274,738$24.8M4.0%ETFVery LowBeverly Hills, CA2026-10-22
Meritas Wealth Management, LLC
268,943$24.3M8.8%ETFVery LowSan Rafael, CA2026-10-14
Arlington Financial Advisors, LLC
264,418$23.9M3.0%ETFMediumSanta Barbara, CA2026-10-19
Reap Financial Group, LLC
264,141$23.9M3.9%ETFLowAustin, TX2026-11-02
WJ Interests, LLC
257,673$23.3M8.4%ETFLowSugar Land, TX2026-10-14
Fidelity D & D Bancorp Inc
257,173$23.3M7.8%ETFVery LowScranton, PA2026-11-05
Elser Financial Planning, Inc
255,539$23.1M1.0%GARPLowIndianapolis, IN2026-10-16
Nova R Wealth, Inc.
254,164$23.0M6.7%ETFLowOverland Park, KS2026-10-26
Ullmann Wealth Partners Group, LLC
247,454$22.4M2.0%ETFLowJacksonville Beach, FL2026-11-02
Oceanside Advisors LLC
244,693$22.1M13.6%ETFVery LowMount Pleasant, SC2026-11-03
Elevation Point Wealth Partners, LLC
230,012$20.8M0.3%CoreHighDenver, CO2026-11-05
Kestra Investment Management, LLC
225,000$20.3M0.4%ETFMediumAustin, TX2026-11-04
Integrated Capital Management, Inc.
224,744$20.3M14.6%ETFLowJessup, PA2026-10-09
Advantage Trust Co
224,248$20.3M7.1%ETFVery LowSalina, KS2026-10-19
Heritage Wealth Management, Inc.
217,927$19.7M6.8%ETFLowSan Diego, CA2026-10-27
Avidian Wealth Enterprises, LLC
217,738$19.7M0.5%ETFLowHouston, TX2026-10-08
Seros Financial, LLC
212,685$19.2M9.8%ETFMediumGilbert, AZ2026-10-21
BostonPremier Wealth LLC
210,718$19.1M7.8%ETFVery LowHanover, MA2026-10-16
Apollon Financial, LLC
210,258$19.0M2.2%ETFVery LowMount Pleasant, SC2026-10-23
Perigon Wealth Management, LLC
207,801$18.8M0.3%GrowthLowSan Francisco, CA2026-10-22
Kooman & Associates
207,515$18.8M5.0%ETFLowAltoona, PA2026-10-21
Shotwell Rutter Baer Inc
207,085$18.7M10.4%ETFVery LowLansing, MI2026-10-14
Atria Investments, Inc
197,254$17.8M0.2%CoreMediumCharlotte, NC2026-10-15
Team Financial Group, LLC
192,937$17.4M6.9%ETFLowTemecula, CA2026-10-30
MFA Wealth Advisors, LLC
190,429$17.2M2.9%ETFMediumPittsburgh, PA2026-10-07
Collective Family Office LLC
187,163$16.9M3.5%ETFLowYork, PA2026-10-05
Hill Island Financial LLC
186,367$16.9M3.5%ETFLowGrand Rapids, MI2026-10-20
Websterrogers Financial Advisors, LLC
180,713$16.3M4.3%ETFVery LowFlorence, SC2026-11-02
Sylvest Advisors, LLC
177,946$16.1M7.2%ETFMediumDallas, TX2026-10-26
Northland Capital Management LLC
173,519$15.7M7.2%ETFMediumVirginia, MN2026-10-15
Entrewealth, LLC
171,752$15.5M5.5%ETFLowAustin, TX2026-10-14
Bannerman Wealth Management Group, LLC
169,781$15.4M8.8%ETFVery LowLewisville, TX2026-10-09
Nations Financial Group Inc,
166,637$15.1M0.7%CoreLowCedar Rapids, IA2026-11-05
Certified Advisory Corp
164,516$14.9M1.2%ETFLowAltamonte Springs, FL2026-10-29
Krilogy Financial LLC
162,529$15.1M0.4%GrowthLowSt. Louis, MO2026-10-13
Verus Financial Partners, Inc.
155,578$14.1M1.2%ETFVery LowRichmond, VA2026-10-29
Financial Futures Ltd Liability Co.
155,074$14.0M5.2%ETFLowBrielle, NJ2026-10-13
Kings Path Partners LLC
154,050$13.9M3.7%ETFVery LowSugar Land, TX2026-10-21
Fulton Bank, N.A.
152,087$13.8M0.4%CoreLowLancaster, PA2026-10-14
First National Bank Sioux Falls
146,789$13.3M4.1%ETFVery LowSioux Falls, SD2026-10-13
Fortitude Family Office, LLC
143,811$13.0M2.2%ETFMediumScottsdale, AZ2026-10-14
Fifth Third Bancorp
143,278$13.0M0.0%IndexVery LowCincinnati, OH2026-11-05
Keyes, Stange & Wooten Wealth Management, LLC
139,173$12.6M5.9%ETFVery LowDaytona Beach, FL2026-11-03
Quadcap Wealth Management, LLC
134,116$12.1M1.1%ETFLowFrisco, TX2026-11-02
Bauman Advisory Group, LLC
133,892$12.1M6.0%ETFMediumLas Vegas, NV2026-10-29
Creative Planning
131,091$11.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Foundry Financial Group, Inc.
129,841$11.7M4.9%ETFLowLaconia, NH2026-10-28
EnRich Financial Partners LLC
128,706$11.6M2.8%ETFVery LowMadison, WI2026-10-21
Sage Rhino Capital LLC
128,494$11.6M1.9%ETFLowMenlo Park, CA2026-10-28
Cherry Tree Wealth Management, LLC
124,846$11.3M2.1%ETFVery LowMinnetonka, MN2026-10-15
Ridgeline Wealth, LLC
122,012$11.4M6.4%ETFVery LowMesa, AZ2026-10-14
Dahring | Cusmano LLC
117,990$10.7M4.9%ETFLowNovi, MI2026-11-03
Networth Advisors, LLC
116,495$10.5M6.1%ETFMediumCanonsburg, PA2026-11-03
Forthright Family Wealth Advisory LLC
116,379$10.5M6.0%ETFHighHouston, TX2026-11-03
Anderson Hoagland & Co
114,596$10.7M0.8%ETFLowSt Louis, MO2026-10-23
Financial Partners Group, Inc
109,219$9.9M1.0%ETFLowOverland Park, KS2026-10-19
TrustWell Financial Advisors, LLC
107,997$9.8M8.3%ETFMediumJacksonville, FL2026-10-15
Vestment Financial LLC
104,796$9.5M4.2%ETFVery LowChanhassen, MN2026-10-13
Strategent Financial, LLC
102,450$9.3M4.6%ETFLowHarrisonburg, VA2026-10-30
S&A Financial Services, Inc.
101,796$9.2M5.7%ETFN/AOverland Park, KS2026-11-03
Strategic Blueprint, LLC
99,725$9.0M0.4%ETFLowAtlanta, GA2026-10-22
Yardley Wealth Management LLC
99,680$9.0M3.9%ETFVery LowYardley, PA2026-10-23
M Holdings Securities, Inc.
98,116$9.2K0.0%ETFHighPortland, OR2026-11-03
Prosperity Planning, Inc.
98,051$8.9M2.0%ETFVery LowNorth Kansas City, MO2026-10-09
Quantum Financial Partners LLC
97,531$8.8M4.5%ETFN/AOverland Park, KS2026-10-19
Echo Wealth Management, LLC
94,976$8.6M4.2%ETFLowPlymouth, MN2026-10-15
LongView Wealth Management
90,276$8.2M2.0%ETFLowAtlanta, GA2026-10-19
Burk Holdings LLC
86,674$7.8M2.7%ETFVery LowTulsa, OK2026-11-05
Midwest Financial Group LLC
85,748$7.8M2.6%ETFLowOverland Park, KS2026-10-15
SRH Advisors, LLC
85,350$7.7M2.0%ETFVery LowSalina, KS2026-10-22
White Pine Investment Co
84,821$7.7M4.8%ETFVery LowLivonia, MI2026-10-15
Factor Wealth Management LTD
79,973$7.2M1.1%ETFLowChicago, IL2026-10-08
Concord Wealth Partners
79,474$7.2M0.8%GrowthLowAbingdon, VA2026-11-02
AlphaCore Capital LLC
78,017$7.1M0.1%ETFLowLa Jolla, CA2026-11-04
Wealth Enhancement Trust Services, Inc.
77,374$7.0M0.7%GrowthMediumSioux Falls, SD2026-10-07
Madrid Wealth Management, LLC
75,871$6.9M4.4%ETFLowAlbuquerque, NM2026-10-23
Greenwood Capital Associates LLC
74,635$6.7M0.7%CoreMediumGreenwood, SC2026-10-27
Concord Asset Management, LLC
73,695$6.7M1.0%GrowthLowAbingdon, VA2026-11-02
Larson Financial Group LLC
73,334$6.6M0.2%GrowthLowSt Louis, MO2026-11-05
Vise Technologies, Inc.
70,923$6.4M0.1%IndexLowNew York, NY2026-10-29
Plancorp, LLC
70,059$6.6M0.1%ETFLowSaint Louis, MO2026-11-03
Axxcess Wealth Management, LLC
67,604$6.1M0.3%CoreLowCarlsbad, CA2026-10-21
Able Financial Group, LLC
66,986$6.1M0.9%ETFLowScottsdale, AZ2026-10-14
Fifth Third Wealth Advisors LLC
64,981$5.9M0.2%IndexVery LowCincinnati, OH2026-10-22
Herold Advisors, Inc.
64,335$5.8M1.1%CoreLowNew York, NY2026-10-19
Mattern Wealth Management LLC
63,641$5.8M0.9%ETFVery LowLawrence, KS2026-11-04
Premier Path Wealth Partners, LLC
63,430$5.7M0.7%GrowthMediumMadison, NJ2026-10-16
Sovran Advisors, LLC
60,982$5.8M0.4%ETFMediumSan Diego, CA2026-11-02
CRA Financial Services, LLC
60,718$5.5M0.6%ETFVery LowNorthfield, NJ2026-10-16
Diversify Advisory Services, LLC
58,462$5.5M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
58,462$5.5M0.1%GrowthMediumSandy, UT2026-10-20
Greenspring Advisors, LLC
58,130$5.3M0.2%ETFVery LowTowson, MD2026-11-05
Sprinkle Financial Consultants LLC
57,719$5.2M2.0%ETFLowLittleton, CO2026-10-09
Prosperity Financial Group, Inc.
56,629$5.1M1.5%GrowthMediumSan Ramon, CA2026-10-29
Tenzing Financial LLC
55,956$5.2M3.5%ETFVery LowWilliamsburg, VA2026-11-03
Navigoe, LLC
55,872$5.1M2.7%ETFVery LowRedondo Beach, CA2026-11-04
Flagship Harbor Advisors, LLC
55,215$5.0M0.2%ETFMediumBoston, MA2026-10-26
Bayshore Asset Management, LLC
53,250$4.9M1.7%ETFVery LowCoral Gables, FL2026-11-03
Mendota Financial Group, LLC
53,106$4.8M3.0%ETFLowMadison, WI2026-10-07
SFM, LLC d/b/a Sweeney Financial Advisors
52,738$4.8M2.4%ETFLowBedford, NH2026-10-14
Mattern Capital Management, LLC
52,175$4.7M0.6%CoreMediumLakewood, CO2026-11-02
Sarver Vrooman Wealth Advisors
51,308$4.6M2.7%ETFMediumKansas City, MO2026-10-01
Arsenal Capital Advisors LLC
50,751$4.6M2.5%GrowthLowConshohocken, PA2026-11-02
Asset One Wealth Management LLC
49,404$4.5M0.4%GrowthLowBellevue, WA2026-11-02
Ballast Financial Advisors LLC
49,201$4.4M4.2%ETFVery LowWest Chester, PA2026-10-26
Tableaux LLC
47,947$4.3M1.8%ETFLowStockbridge, MA2026-10-23
Decker Retirement Planning Inc.
47,289$4.3M1.4%Agg GrowthVery HighLevi, UT2026-10-19
WMG Financial Advisors, LLC
46,186$4.2M1.6%ETFLowKnoxville, TN2026-10-28
Stone Summit Wealth LLC
45,864$4.1M1.1%ETFLowMiami, FL2026-10-14
Hudson Oak Wealth Advisory LLC
45,252$4.1M3.1%ETFVery LowHoboken, NJ2026-10-16
Legacy Financial Group, Inc.
44,037$4.0M0.9%ETFLowTulsa, OK2026-10-21
Dynamic Advisor Solutions LLC
43,098$3.9M0.1%ETFLowPhoenix, AZ2026-10-13
Cambridge Investment Research Advisors, Inc.
42,298$3.8M0.0%ETFLowFairfield, IA2026-11-02
Wealthcare Advisory Partners LLC
42,049$3.8M0.1%ETFLowWest Chester, PA2026-10-21
Frankly Finances, LLC
41,255$3.7M2.9%ETFVery LowWinter Park, FL2026-10-28
Armbruster Capital Management, Inc.
40,678$3.7M0.6%ETFVery LowPittsford, NY2026-10-19
Parsons Capital Management Inc
40,428$3.7M0.2%CoreLowProvidence, RI2026-10-28
Independent Financial Group, LLC
40,341$3.6M0.1%GrowthLowSan Diego, CA2026-10-13
Prudent Investor Advisors, LLC
40,038$3.6M2.8%ETFN/AFolsom, CA2026-10-22
Midwest Heritage Bank, FSB
38,896$3.5M1.0%ETFVery LowWest Des Moines, IA2026-10-26
Kane Co Wealth Management, Inc.
38,738$3.5M2.8%ETFVery LowJohnston, IA2026-11-04
Well Done, LLC
36,374$3.3M0.4%ETFLowHolland, MI2026-10-20
Vannoy Advisory Group, Inc.
35,238$3.2M1.8%ETFVery LowAustin, TX2026-10-13
Guidance Capital, Inc
35,099$3.3M0.7%ETFMediumLousville, KY2026-11-03
Crosspoint Financial, LLC
34,257$3.1M6.1%ValueMediumTustin, CA2026-11-03
Directional Asset Management
33,878$3.1M2.5%CoreLowArlington Heights, IL2026-10-22
LexAurum Advisors, LLC
33,691$3.0M0.3%ETFLowOverland Park, KS2026-10-19
Orba Wealth Advisors, L.L.C.
33,455$3.0M2.6%ETFMediumChicago, IL2026-10-23
Summit Financial Strategies, Inc.
33,291$3.0M0.2%ETFLowColumbus, OH2026-10-14
Porter White Investment Advisors, Inc.
32,293$2.9M1.8%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
32,293$2.9M1.8%ETFVery LowBirmingham, AL2026-10-14
Pacific Asset Management, LLC
31,320$2.8M1.4%ETFVery LowGig Harbor, WA2026-10-15
United Advisor Group, LLC
31,307$2.8M0.3%ETFLowCincinnati, OH2026-11-03
Cypress Point Wealth Management, LLC
30,798$2.8M0.3%ETFLowDallas, TX2026-11-03
Cap Partners, LLC
30,767$2.8M1.3%ETFLowFranklin, TN2026-10-19
Waterfront Wealth Inc.
30,749$2.9M0.5%ValueLowOverland Park, KS2026-11-03
NorthCrest Asset Manangement, LLC
29,682$2.7M0.1%GrowthLowPlymouth, MN2026-10-13
Andrews Advisory Associates, LLC
29,519$2.7M1.2%ETFLowHonolulu, HI2026-10-15
BFI Wealth Solutions, LLC
29,292$2.6M1.8%ETFLowDallas, TX2026-10-16
Equity Wealth Partners, LLC
29,069$2.6M0.9%ETFVery LowIndependence, MO2026-10-26
Three Arch Wealth Management LLC
27,826$2.5M0.4%ETFVery LowIrvine, CA2026-10-20
Vaquero Private Wealth, LTD
26,209$2.4M0.5%ETFN/ADallas, TX2026-10-27
Forum Financial Management, LP
25,873$2.3M0.0%ETFLowLombard, IL2026-10-16
SC&H Financial Advisors, Inc.
25,073$2.3M0.3%ETFVery LowHunt Valley, MD2026-10-14
Modera Wealth Management, LLC
24,945$2.3M0.0%ETFVery LowWestwood, NJ2026-10-28
Evolution Wealth Management Inc.
24,775$2.2M1.3%ETFMediumFort Myers, FL2026-10-28
Wedmont Private Capital
24,732$2.3M0.1%IndexVery LowWest Chester, PA2026-10-09
Layline Advisors, LLC
24,368$2.2M2.0%ETFLowRochester, NY2026-11-02
GEM Asset Management, LLC
24,258$2.2M0.9%ETFLowPlymouth, MI2026-10-13
Fifth Third Securities, Inc.
23,393$2.1M0.1%ETFLowCincinnati, OH2026-10-21
Haven Private, LLC
23,029$2.1M0.8%ETFMediumOrlando, FL2026-10-27
Parallel Advisors, LLC
21,973$2.0M0.0%IndexLowSan Francisco, CA2026-11-03
AGH Wealth Advisors, LLC
21,482$1.9M1.1%GrowthLowWichita, KS2026-10-26
Parkshore Wealth Management, Inc.
21,475$1.9M0.5%ETFLowGranite Bay, CA2026-10-13
Approach Retirement Advisors, LLC
21,302$1.9M1.4%ETFLowVestavia, AL2026-10-22
Bokf, NA
21,132$1.9M0.0%CoreLowTulsa, OK2026-10-27
Freestate Advisors LLC
20,419$1.8M1.4%ETFVery LowOverland Park, KS2026-10-09
Platt Wealth Management LLC
19,200$1.7M2.1%GrowthVery LowSan Diego, CA2026-11-04
Stegent Equity Advisors, Inc.
18,985$1.7M1.4%ETFHighHouston, TX2026-10-13
Northwest Wealth Management, LLC
18,683$1.7M0.2%ETFLowSpencer, IA2026-10-30
Signal Advisors Wealth, LLC
18,627$1.7M0.1%ETFLowDetroit, MI2026-10-13
Dixon Fnancial Services, Inc.
17,964$1.6M0.7%ETFVery LowLafayette, CA2026-10-23
Vicus Capital
17,873$1.6M0.1%ETFMediumState College, PA2026-11-05
Meridian Wealth Management, LLC
17,731$1.6M0.0%GrowthLowLexington, KY2026-11-05
SeedSafe Financial LLC
17,693$1.6M1.2%ETFVery LowAustin, TX2026-11-02
Sapient Capital LLC
17,579$1.6M0.0%GrowthMediumIndianapolis, IN2026-10-08
Acropolis Investment Management, LLC
17,545$1.6M0.1%ETFLowSt. Louis, MO2026-10-08
Vista Investment Partners LLC
17,431$1.6M0.4%MomentumMediumOklahoma City, OK2026-10-08
KFG LLC
17,239$1.6M1.0%ETFN/ARapid City, SD2026-11-02
USAdvisors Wealth Management, LLC
17,109$1.5M1.8%ETFLowEden Prairie, MN2026-10-21
Concurrent Investment Advisors, LLC
17,094$1.5M0.0%GrowthMediumTampa, FL2026-10-16
HBW Advisory Services LLC
16,946$1.5M0.2%ETFMediumSimi Valley, CA2026-10-15
Klingman & Associates, LLC
16,722$1.5M0.1%ETFVery LowNew York, NY2026-10-20
LAM Group, Inc.
16,655$1.5M0.8%ETFVery LowLake Oswego, OR2026-10-26
Santori & Peters, Inc.
16,556$1.5M0.4%GrowthVery LowCanonsburg, PA2026-10-26
Fund Evaluation Group, LLC
15,700$1.4M0.0%ETFLowCincinnati, OH2026-11-05
Tranquility Partners, LLC
15,498$1.4M0.5%CoreLowBrentwood, TN2026-10-20
Kachkovsky & Fisher, Inc.
14,823$1.3M1.2%ETFN/ASan Diego, CA2026-10-21
Evanson Financial, LLC
14,495$1.3M0.1%ETFN/AMclean, VA2026-10-23
Lifetime Wealth Management P.C.
14,206$1.3M0.8%YieldLowRockwall, TX2026-10-29
Foster Group, Inc.
13,680$1.2M0.0%ETFVery LowUrbandale, IA2026-10-13
GC Wealth Management RIA, LLC
13,661$1.2M0.1%GrowthMediumCambridge, MA2026-11-02
Kestra Private Wealth Services, LLC
13,434$1.2M0.0%GrowthLowAustin, TX2026-10-30
Elevation Wealth Partners, LLC
13,305$1.2M0.3%ETFLowWalnut Creek, CA2026-10-07
Winnacle Wealth LLC
12,465$1.1M0.7%CoreMediumWaco, TX2026-10-15
Hazlett, Burt & Watson, Inc.
12,401$558.6K0.3%CoreVery LowWheeling, WV2026-11-04
Wealth Architects, LLC
12,272$1.1M0.1%ETFVery LowMountain View, CA2026-11-03
Uptick Partners, LLC
11,720$1.1M0.1%ETFLowNacogdoches, TX2026-11-04
Integrity Investment Advisors, LLC
11,298$1.0M0.4%ETFMediumFort Collins, CO2026-11-03
Eastern Bank
11,294$1.0M0.0%GrowthMediumBoston, MA2026-10-05
RFG Advisory, LLC
10,828$979.3K0.0%ETFMediumBirmingham, AL2026-11-03
Freedom Day Solutions, LLC
10,604$959.0K0.2%CoreLowHouston, TX2026-10-20
Regions Financial Corp
9,884$893.9K0.0%CoreLowBirmingham, AL2026-11-05
Clarity Capital Advisors, LLC
9,735$880.4K0.4%ETFVery LowLakewood Ranch, FL2026-10-27
Accredited Investors Inc.
9,568$865.3K0.0%ETFLowEdina, MN2026-11-03
Cornerstone Wealth Management, LLC
9,127$825.4K0.0%ETFVery LowSt. Peters, MO2026-11-04
Diversified Portfolios, Inc.
8,869$802.1K0.1%ETFLowBloomfield Hills, MI2026-11-04
Arbor Wealth Advisors LLC
8,800$795.9K0.5%ETFVery LowTroy, MI2026-10-09
Revolve Wealth Partners, LLC
8,648$782.1K0.1%ETFVery LowHackensack, NJ2026-10-23
Riverchase Wealth Management, LLC
8,431$762.5K0.4%ETFMediumFlower Mound, TX2026-10-28
Foundry Financial LLC
8,341$754.4K0.2%ETFMediumPasadena, CA2026-10-16
Abacus Planning Group, Inc.
8,330$753.4K0.1%ETFLowColumbia, SC2026-11-02
Tempus Wealth Planning, LLC
8,215$743.0K0.1%ETFMediumIrvine, CA2026-10-14
Mission Wealth Management, LP
8,031$726.4K0.0%ETFLowSanta Barbara, CA2026-10-15
CWA Asset Management Group, LLC
7,984$722.1K0.0%CoreMediumNaples, FL2026-10-19
West Wealth Group, LLC
7,923$716.6K0.1%ETFMediumIrvine, CA2026-10-14
Beacon Financial Advisory LLC
7,898$714.3K0.1%ETFLowCleveland, OH2026-10-16
Legacy Capital Wealth Partners, LLC
7,806$706.0K0.1%CoreMediumLittle Rock, AR2026-10-21
Fiduciary Advisors, Inc.
7,777$703.3K0.5%ETFLowSt. Louis, MO2026-10-16
Insight Wealth Partners, LLC
7,600$687.3K0.1%ETFLowPlano, TX2026-10-26
Adamsbrown Wealth Consultants LLC
7,279$658.3K0.1%ETFLowWichita, KS2026-10-20
Root Financial Partners, LLC
6,943$627.9K0.0%ETFMediumEncinitas, CA2026-10-21
Bank of New York Mellon Corp
6,562$593.4K0.0%CoreLowNew York, NY2026-11-05
Financial Synergies Wealth Advisors, Inc.
6,413$580.0K0.0%ETFVery LowHouston, TX2026-10-16
Level Financial Advisors
6,342$573.6K0.1%ETFLowEast Amherst, NY2026-10-13
Traphagen Investment Advisors LLC
6,315$571.1K0.0%ETFLowOradell, NJ2026-10-14
BIP Wealth, LLC
6,305$570.3K0.0%ETFMediumAtlanta, GA2026-10-22
Acorn Financial Advisory Services Inc
6,283$568.2K0.1%ETFMediumReston, VA2026-11-02
Andrews, Lucia Wealth Management LLC
5,915$534.9K0.3%ETFVery LowDanville, CA2026-11-02
SAX Wealth Advisors, LLC
5,860$530.0K0.0%ETFVery LowParsippany, NJ2026-10-13
Acorn Creek Capital LLC
5,846$528.7K0.2%ETFLowFort Collins, CO2026-11-05
Mainsail Asset Management, LLC
5,776$533.3K0.2%ETFMediumBirmingham, AL2026-10-14
IFP Advisors, Inc
5,769$521.7K0.0%GrowthLowTampa, FL2026-10-16
Gibraltar Capital Management, Inc.
5,754$520.4K0.1%CoreLowTulsa, OK2026-10-27
Moneco Advisors, LLC
5,550$502.0K0.0%ETFLowFairfield, CT2026-11-05
Morey & Quinn Wealth Partners, LLC
5,505$497.9K0.3%CoreVery LowOmaha, NE2026-10-28
Optima Capital LLC
5,460$493.8K0.2%ETFHighPortland, OR2026-10-29
Cordgrass Capital Advisors, LLC
5,436$491.6K0.2%CoreLowRaleigh, NC2026-10-30
Carnegie Investment Counsel
5,434$491.5K0.0%CoreLowPepper Pike, OH2026-10-20
Redwood Park Advisors LLC
5,376$486.2K0.3%ETFVery LowRedwood City, CA2026-11-02
Avantax Planning Partners, Inc.
5,364$485.1K0.0%ETFLowDubuque, IA2026-11-03
Gradient Capital Advisors, LLC
5,327$481.7K0.1%ETFLowSan Diego, CA2026-10-21
QTR Family Wealth, LLC
5,260$475.7K0.2%GrowthMediumLake Mary, FL2026-11-02
Creative Financial Designs Inc
4,892$442.5K0.0%ETFMediumKokomo, IN2026-11-04
Altiora Financial Group, LLC
4,890$442.3K0.1%ETFLowLebanon, OH2026-11-04
May Hill Capital, LLC
4,829$436.7K0.1%ETFLowCohasset, MA2026-11-03
Canvas Wealth Advisors, LLC
4,797$452.6K0.1%GrowthLowShawnee, KS2026-11-02
MN Wealth Advisors, LLC
4,780$432.3K0.2%ETFMediumOverland Park, KS2026-10-23
Hurley Capital, LLC
4,687$423.9K0.2%GARPMediumNew York, NY2026-11-05
Sensenig Capital Advisors, Inc
4,632$418.9K0.4%ETFLowCollegeville, PA2026-10-23
Private Trust Co NA
4,585$414.7K0.0%CoreLowCleveland, OH2026-10-20
Northwest Financial Advisors
4,569$413.2K0.1%ETFLowHerndon, VA2026-10-27
Mayfair Advisory Group, LLC
4,564$412.7K0.1%ETFLowBirmingham, AL2026-10-20
PUREfi Wealth, LLC
4,534$410.1K0.2%GrowthMediumBoston, MA2026-10-19
Oppenheimer & Co Inc
4,448$402.3K0.0%CoreLowNew York, NY2026-10-26
Murphy Pohlad Asset Management LLC
4,427$400.4K0.1%ValueLowEden Prairie, MN2026-10-22
Coquina Private Wealth LLC
4,399$397.8K0.3%ETFVery LowPort Charlotte, FL2026-10-27
CGN Advisors LLC
4,320$390.7K0.0%ETFLowManhattan, KS2026-10-21
James J. Burns & Company, LLC
4,318$390.4K0.0%ETFVery LowMelville, NY2026-10-22
Nestegg Advisors, Inc.
4,301$389.0K0.3%ETFLowHauppauge, NY2026-10-21
Burkett Financial Services, LLC
4,095$370.4K0.1%ETFLowRock Hill, SC2026-10-01
William Howard & Co Financial Advisors Inc
3,803$343.9K0.3%ETFVery LowMemphis, TN2026-11-04
Indivisible Partners
3,733$337.6K0.0%GrowthMediumClearwater, FL2026-10-26
US Bancorp \de\
3,684$333.2K0.0%IndexLowMinneapolis, MN2026-11-05
Ferguson Johnson Wealth Management Inc
3,668$331.8K0.2%ETFVery LowRockville, MD2026-11-05
Eagle Wealth Advisors LLC
3,621$327.5K0.2%Agg GrowthMediumWestport, CT2026-10-20
Spire Wealth Management
3,618$327.2K0.0%GrowthMediumMclean, VA2026-10-30
Titleist Asset Management, LLC
3,567$322.6K0.0%ETFLowSan Antonio, TX2026-10-08
E6 Portfolios, LLC
3,552$321.2K0.2%ETFLowMidvale, UT2026-10-26
Atwood & Palmer Inc
3,534$319.6K0.0%CoreVery LowKansas City, MO2026-10-08
PFG Advisors
3,502$316.7K0.0%ETFMediumPhoenix, AZ2026-10-16
D.A. Davidson & Co.
3,500$316.5K0.0%CoreLowGreat Falls, MT2026-10-28
Citizens Financial Group Inc
3,460$312.9K0.0%GrowthLowProvidence, RI2026-10-23
NovaPoint Capital, LLC
3,437$310.8K0.1%CoreLowAtlanta, GA2026-10-22
Facet Wealth, Inc.
3,398$307.3K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Baker Boyer National Bank
3,385$306.1K0.1%ETFVery LowWalla Walla, WA2026-11-05
Elevatus Welath Management
3,231$292.2K0.1%GrowthHighVictor, NY2026-10-19
Assetmark, Inc
3,183$287.9K0.0%ETFLowConcord, CA2026-10-21
Compound Planning, Inc.
3,070$277.7K0.0%CoreLowNew York, NY2026-11-05
Walkner Condon Financial Advisors LLC
3,030$274.0K0.0%ETFLowVerona, WI2026-11-02
Curtis Advisory Group, LLC
3,007$272.0K0.1%ETFLowSanta Barbara, CA2026-10-28
Stordahl Capital Management, Inc.
2,999$271.2K0.1%ETFVery LowGreenwood Village, CO2026-10-22
Brickley Wealth Management
2,970$268.6K0.0%ETFVery LowSan Mateo, CA2026-11-04
Lloyd Advisory Services, Llc.
2,885$260.9K0.1%ETFVery HighSuwanee, GA2026-11-02
Creative Capital Management Investments LLC
2,875$260.0K0.1%ETFLowSan Diego, CA2026-10-28
Sagespring Wealth Partners, LLC
2,873$259.8K0.0%ETFLowFranklin, TN2026-10-22
Members Wealth LLC
2,738$251.5K0.1%ETFLowMedia, PA2026-10-20
Lido Advisors, LLC
2,728$246.8K0.0%GrowthLowLos Angeles, CA2026-11-04
Truist Financial Corp
2,719$245.9K0.0%CoreLowCharlotte, NC2026-10-30
Badgley Phelps Wealth Managers, LLC
2,655$240.1K0.0%GrowthVery LowSeattle, WA2026-10-22
Independent Wealth Network Inc.
2,612$236.2K0.1%ETFMediumUrbandale, IA2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
2,605$235.6K0.0%ETFMediumWestlake, OH2026-10-14
Andrew Hill Investment Advisors, Inc.
2,588$234.1K0.2%GrowthHighNaples, FL2026-10-22
Synergy Asset Management, LLC
2,468$223.2K0.0%GrowthHighVancouver, WA2026-11-05
Alliance Wealth Advisors, LLC
2,454$221.9K0.1%CoreVery LowScranton, PA2026-10-14
Split Rock Private Trading & Wealth Management, LLC
2,392$216.3K0.1%GrowthMediumCloquet, MN2026-10-15
Wespac Advisors SoCal, LLC
2,334$211.1K0.0%GrowthMediumPasadena, CA2026-10-13
XY Planning Network, Inc.
2,311$209.0K0.0%ETFLowBozeman, MT2026-10-14
Brookstone Capital Management
2,250$203.5K0.0%ETFMediumWheaton, IL2026-10-22
Navigate Wealth Management, LLC
2,249$207.8K0.1%ETFLowBirmingham, AL2026-10-14
Winebrenner Capital Management LLC
2,246$203.1K0.1%ETFLowLouisville, KY2026-10-07
O'Connor Financial Group LLC
2,245$203.0K0.1%ETFLowQuincy, IL2026-10-26
ARK & TLK Investments, LLC
2,243$202.9K0.0%ETFLowOklahoma City, OK2026-10-20
Highland Financial Advisors, LLC
2,238$202.4K0.0%ETFVery LowWayne, NJ2026-10-19
Parkside Financial Bank & Trust
2,083$188.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Central Trust Co
1,677$151.7K0.0%CoreLowJefferson City, MO2026-11-05
JFS Wealth Advisors, LLC
1,435$129.8K0.0%ETFVery LowHermitage, PA2026-11-03
Arlington Trust Co LLC
1,366$123.5K0.0%ETFMediumBirmingham, AL2026-10-20
Kingdom Financial Group Llc.
1,071$96.9K0.0%ETFMediumPeoria, AZ2026-11-04
Prudent Man Investment Management, Inc.
927$83.8K0.0%ETFVery LowLouisville, CO2026-11-03
Mather Group, Llc.
925$83.7K0.0%ETFMediumChicago, IL2026-10-14
Elyxium Wealth, LLC
900$81.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Blue Trust, Inc.
690$62.4K0.0%ETFLowBrentwood, TN2026-10-15
GoalVest Advisory LLC
657$59.4K0.0%ETFMediumNew York, NY2026-10-02
Albion Financial Group
607$54.9K0.0%GrowthLowSalt Lake City, UT2026-10-21
Nemes Rush Group LLC
570$51.6K0.0%CoreVery LowNovi, MI2026-11-04
Tradewinds Capital Management, LLC
523$47.3K0.0%ETFVery HighBellingham, WA2026-10-23
Citigroup Inc
353$31.9K0.0%CoreMediumNew York, NY2026-11-04
Harbor Asset Planning, Inc.
301$27.2K0.0%ETFVery LowBelmont, MA2026-10-23
Investors Research Corp
275$24.9K0.0%ETFLowAtlanta, GA2026-10-07
Financial Perspectives, Inc
268$24.2K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Family Capital Trust Co
247$22.3K0.0%CoreLowPeabody, MA2026-10-22
Key Capital Management, Inc
229$20.7K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Morton Brown Family Wealth, LLC
197$17.8K0.0%ETFVery LowAllentown, PA2026-10-23
Trust Co of Vermont
196$17.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Catherine Avery Investment Management LLC
180$16.3K0.0%CoreMediumLongboat Key, FL2026-10-14
Rossby Financial, LCC
162$14.6K0.0%ETFMediumMelbourne, FL2026-11-05
Cassaday & Co Wealth Management LLC
156$14.1K0.0%ETFVery LowMclean, VA2026-10-27
Realta Investment Advisors
139$12.6K0.0%GrowthMediumWilmington, DE2026-10-14
Pacifica Partners Inc.
135$12.3K0.0%CoreLowSurrey, South Africa2026-10-09
Key FInancial Inc
120$10.9K0.0%ETFLowWest Chester, PA2026-11-02
Lanark Financial, Inc.
116$10.5K0.0%CoreMediumBirmingham, AL2026-10-26
North Star Investment Management Corp.
103$9.3K0.0%CoreLowChicago, IL2026-10-27
Pinnacle Wealth Planning Services, Inc.
102$9.2K0.0%GARPLowMansfield, OH2026-10-27
Sunrise Financial Services, LLC
100$9.0K0.0%ETFMediumBurien, WA2026-10-21
Maseco LLP
91$8.2K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Capital Investment Advisory Services, LLC
75$6.8K0.0%CoreMediumRaleigh, NC2026-10-30
Elevate Wealth Advisory, Inc
61$5.5K0.0%ETFVery LowAthens, GA2026-10-29
Quest 10 Wealth Builders, Inc.
59$5.3K0.0%ETFLowFuquay-Varina, VA2026-11-02
Montgomery Financial Services LLC
56$5.1K0.0%ETFN/AOcean City, MD2026-11-03
Vermillion Wealth Management, Inc.
48$4.3K0.0%ValueLowRosemount, MN2026-10-26
Central Pacific Bank - Trust Division
42$3.8K0.0%CoreMediumHonolulu, HI2026-10-06
Ashton Thomas Private Wealth, LLC
38$3.4K0.0%CoreMediumScottsdale, AZ2026-11-03
TD Waterhouse Canada Inc.
34$3.1K0.0%CoreLowToronto, Australia2026-10-16
Signaturefd, LLC
32$2.9K0.0%IndexLowAtlanta, GA2026-10-23
Golden State Wealth Management, LLC
32$2.9K0.0%ETFMediumSanta Ana, CA2026-11-02
Cape Investment Advisory, Inc.
20$1.8K0.0%ETFLowMcdonough, GA2026-10-13
CoreCap Advisors, LLC
19$1.7K0.0%ETFMediumSouthfield, MI2026-10-08
Independence Bank of Kentucky
19$1.7K0.0%GrowthLowOwensboro, KY2026-10-26
IMG Wealth Management, Inc.
13$1.2K0.0%ETFMediumJacksonville, FL2026-10-27
American Capital Advisory, LLC
11$9950.0%ETFLowKetchum, ID2026-10-28
Lodestone Wealth Management LLC
10$9160.0%CoreLowSpokane, WA2026-10-14
Provenance Wealth Advisors, LLC
8$7240.0%ETFLowFort Lauderdale, FL2026-10-30