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Avantis Emerging Markets EQ (AVEM)

CUSIP: 025072604 | NYSE | 1366 institutional holders

Quarters

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

Bank of New York Mellon Corp5,557,395
0.1% of portfolio›$522.5M
Vantagepoint Investment Advisers LLC2,638,372
1.9% of portfolio›$248.1M
Kestra Investment Management, LLC2,061,339
3.7% of portfolio›$193.8M
Annex Advisory Services, LLC1,673,730
2.6% of portfolio›$157.4M
Bokf, NA1,617,712
2.3% of portfolio›$152.1M
Fifth Third Bancorp1,591,332
0.2% of portfolio›$149.6M
Maseco LLP1,154,802
3.0% of portfolio›$108.6M
HB Wealth Management, LLC1,152,395
0.6% of portfolio›$108.3M
Apella Capital, LLC1,149,116
1.4% of portfolio›$109.1M
Oak Root LLC1,075,466
11.1% of portfolio›$101.1M
Avantax Planning Partners, Inc.1,056,473
2.5% of portfolio›$99.3M
Gradient Investments LLC1,038,908
1.4% of portfolio›$97.7M
Fragasso Financial Advisors Inc941,057
4.4% of portfolio›$88.6M
Midwest Trust Co898,963
0.9% of portfolio›$84.5M
Commonwealth Equity Services, LLC893,662
0.1% of portfolio›$84.0M
Creative Planning878,889
0.0% of portfolio›$82.6M
Farther Finance Advisors, LLC850,340
0.6% of portfolio›$79.9M
Parallel Advisors, LLC849,731
1.1% of portfolio›$79.9M
Truist Financial Corp840,166
0.1% of portfolio›$79.0M
Kestra Advisory Services, LLC825,168
0.2% of portfolio›$77.6M
Summit Financial Strategies, Inc.808,362
5.3% of portfolio›$76.0M
Apollon Wealth Management, LLC807,838
0.9% of portfolio›$76.0M
Greenup Street Wealth Management LLC791,907
9.2% of portfolio›$74.5M
Prime Capital Investment Advisors, LLC725,706
0.7% of portfolio›$68.2M
Rockwood Wealth Management, LLC707,849
4.0% of portfolio›$66.6M
Thrivent Financial for Lutherans694,749
0.2% of portfolio›$65.3M
Atwood & Palmer Inc683,140
3.3% of portfolio›$64.2M
Park Avenue Securities LLC619,859
1.0% of portfolio›$58.3M
Mission Wealth Management, LP567,437
0.8% of portfolio›$53.4M
Wealth Enhancement Advisory Services, LLC543,384
0.1% of portfolio›$50.7M
Robertson Stephens Wealth Management, LLC533,185
1.2% of portfolio›$50.1M
Tarbox Family Office, Inc.498,533
6.6% of portfolio›$46.9M
Morton Brown Family Wealth, LLC489,916
10.2% of portfolio›$46.1M
Allen Capital Group, LLC444,815
3.4% of portfolio›$41.8M
West Paces Advisors Inc.407,155
6.5% of portfolio›$38.3M
Arlington Financial Advisors, LLC402,117
4.7% of portfolio›$37.8M
Amplius Wealth Advisors, LLC394,988
2.5% of portfolio›$37.1M
Simplicity Wealth,LLC390,614
1.1% of portfolio›$36.7M
Quantum Financial Advisors, LLC375,479
3.4% of portfolio›$35.3M
Versant Capital Management, Inc371,309
3.0% of portfolio›$34.9M
Diversified Portfolios, Inc.368,922
2.4% of portfolio›$34.7M
Compound Planning, Inc.355,992
0.9% of portfolio›$33.5M
GW Henssler & Associates LTD355,855
1.5% of portfolio›$33.5M
SC&H Financial Advisors, Inc.335,603
4.4% of portfolio›$31.6M
Cannon Financial Strategists, Inc.326,903
3.5% of portfolio›$30.7M
ACT Advisors, Llc.324,709
9.9% of portfolio›$30.5M
Copper Harbor Investment Advisors, LLC319,103
6.2% of portfolio›$30.0M
Correct Capital Wealth Management312,655
5.0% of portfolio›$29.4M
High Probability Advisors, LLC300,928
3.2% of portfolio›$28.3M
CGN Advisors LLC291,930
2.1% of portfolio›$27.4M
HUB Investment Partners, LLC280,731
0.5% of portfolio›$26.4M
Concurrent Investment Advisors, LLC277,747
0.2% of portfolio›$26.1M
JSF Financial, LLC271,288
3.9% of portfolio›$25.5M
Retirement Financial Solutions, LLC266,173
5.9% of portfolio›$25.0M
MassMutual Private Wealth & Trust, FSB265,615
0.7% of portfolio›$25.0M
Hill Island Financial LLC265,288
5.2% of portfolio›$24.9M
Fonville Wealth Management LLC263,145
3.7% of portfolio›$24.7M
Armstrong, Fleming & Moore, Inc262,860
8.2% of portfolio›$24.7M
Reap Financial Group, LLC262,308
4.0% of portfolio›$24.7M
Walkner Condon Financial Advisors LLC259,058
2.7% of portfolio›$24.4M
Concord Wealth Partners251,902
2.8% of portfolio›$23.7M
Sunburst Financial Group, LLC250,839
3.7% of portfolio›$23.6M
Plancorp, LLC245,791
0.5% of portfolio›$21.1M
Ullmann Wealth Partners Group, LLC242,453
2.0% of portfolio›$22.8M
Cyndeo Wealth Partners, LLC241,490
1.0% of portfolio›$22.7M
Concord Asset Management, LLC241,167
3.5% of portfolio›$22.7M
Cooper Financial Group240,721
1.8% of portfolio›$22.6M
Able Financial Group, LLC238,246
3.5% of portfolio›$22.4M
Marietta Wealth Management, LLC233,695
2.3% of portfolio›$21.3M
Caliber Wealth Management, LLC / KS230,989
2.1% of portfolio›$21.7M
SAX Wealth Advisors, LLC230,840
0.6% of portfolio›$21.7M
B&D White Capital Company, LLC229,227
2.1% of portfolio›$21.6M
TCI Wealth Advisors, Inc.225,322
0.9% of portfolio›$21.2M
WealthPlan Investment Management, LLC223,351
1.0% of portfolio›$21.0M
Triad Wealth Partners, LLC220,453
1.1% of portfolio›$20.7M
Vise Technologies, Inc.220,082
0.2% of portfolio›$20.7M
Intergy Private Wealth, LLC218,250
4.6% of portfolio›$20.5M
WJ Interests, LLC217,405
7.4% of portfolio›$20.4M
Cambridge Investment Research Advisors, Inc.213,620
0.1% of portfolio›$20.1M
Buttonwood Financial Group, LLC211,054
10.2% of portfolio›$20.3M
Syntegra Private Wealth Group, LLC209,221
1.5% of portfolio›$19.7M
SJS Investment Consulting Inc.209,170
2.0% of portfolio›$19.7M
MFA Wealth Advisors, LLC201,564
3.2% of portfolio›$19.0M
Indivisible Partners197,319
0.8% of portfolio›$18.6M
Opus Capital Group, LLC193,289
6.7% of portfolio›$18.2M
Fortress Financial Group, LLC193,243
8.8% of portfolio›$18.2M
Stewardship Advisors, LLC191,200
3.7% of portfolio›$18.0M
Aire Advisors, LLC190,363
2.9% of portfolio›$17.9M
Websterrogers Financial Advisors, LLC187,761
4.7% of portfolio›$17.7M
Advisor OS, LLC186,070
1.2% of portfolio›$17.5M
Exchange Traded Concepts, LLC185,240
0.1% of portfolio›$17.4M
Destiny Wealth Partners, LLC183,314
1.6% of portfolio›$15.8M
Valued Wealth Advisors LLC179,700
5.8% of portfolio›$16.9M
Systelligence, LLC178,955
2.5% of portfolio›$15.4M
International City Management Association Retirement Corp178,535
3.8% of portfolio›$16.8M
Burton Enright Welch176,860
1.8% of portfolio›$16.6M
Symphony Financial, Ltd. Co.176,453
1.5% of portfolio›$16.6M
Modera Wealth Management, LLC172,545
0.2% of portfolio›$16.2M
Kestra Private Wealth Services, LLC171,666
0.2% of portfolio›$16.1M
ERn Financial, LLC170,997
2.6% of portfolio›$16.1M
Three Arch Wealth Management LLC170,439
2.6% of portfolio›$16.0M
True North Advisors, LLC163,419
1.1% of portfolio›$15.4M
Invenio Wealth Partners LLC162,876
5.5% of portfolio›$15.3M
Define Financial, LLC162,484
6.4% of portfolio›$15.3M
First Hawaiian Bank161,453
1.8% of portfolio›$15.2M
Verum Partners LLC153,452
2.3% of portfolio›$14.4M
Echo Wealth Management, LLC147,614
6.8% of portfolio›$13.9M
Higgins & Schmidt Wealth Strategies LLC147,431
5.6% of portfolio›$13.9M
MGO One Seven LLC146,741
0.2% of portfolio›$13.8M
55 North Private Wealth, LLC146,479
2.6% of portfolio›$13.8M
Visionary Horizons, LLC146,454
5.5% of portfolio›$13.8M
Summit Wealth Group LLC / Co145,918
0.9% of portfolio›$13.7M
Prosperity Planning, Inc.145,726
3.0% of portfolio›$13.7M
Certified Advisory Corp139,188
1.1% of portfolio›$13.1M
Marks Group Wealth Management, Inc136,672
1.1% of portfolio›$12.8M
Freedom Financial Partners LLC136,136
4.2% of portfolio›$12.8M
Boyum Wealth Architects LLC136,029
5.3% of portfolio›$13.0M
Choice Wealth Advisors LLC135,959
4.4% of portfolio›$12.8M
Great Diamond Partners, LLC135,236
2.1% of portfolio›$12.7M
Convergence Financial, LLC134,831
1.8% of portfolio›$12.7M
Hamilton Point Investment Advisors, LLC134,772
1.8% of portfolio›$12.7M
Legacy CG, LLC133,433
3.2% of portfolio›$12.5M
Buck Wealth Strategies, LLC131,454
1.2% of portfolio›$12.4M
Saxon Interests, Inc.131,320
4.3% of portfolio›$12.3M
D'Orazio & Associates, Inc.130,885
1.4% of portfolio›$12.3M
Choreo, LLC130,439
0.1% of portfolio›$12.3M
Brickley Wealth Management130,142
1.7% of portfolio›$12.2M
First National Trust Co127,892
0.4% of portfolio›$12.0M
Simon Quick Advisors, LLC127,233
0.5% of portfolio›$12.0M
Northwest Wealth Management, LLC126,989
1.5% of portfolio›$11.9M
Shotwell Rutter Baer Inc124,383
6.5% of portfolio›$11.7M
Market Street Wealth Management Advisors LLC122,988
1.6% of portfolio›$11.6M
Torren Management, LLC121,894
5.7% of portfolio›$11.5M
Highland Financial Advisors, LLC120,023
2.4% of portfolio›$11.3M
Elevation Point Wealth Partners, LLC119,520
0.2% of portfolio›$11.2M
Cornerstone Wealth Group, LLC119,355
0.6% of portfolio›$11.2M
Heritage Family Offices, LLP117,433
3.6% of portfolio›$11.0M
Central Trust Co115,908
0.2% of portfolio›$10.9M
Elevation Wealth Partners, LLC109,456
2.9% of portfolio›$10.3M
MN Wealth Advisors, LLC109,335
4.2% of portfolio›$10.3M
Nottingham Advisors, Inc.108,933
1.3% of portfolio›$10.3M
XY Planning Network, Inc.106,861
1.1% of portfolio›$10.0M
ShoreHaven Wealth Partners, LLC106,698
3.1% of portfolio›$10.0M
BetterWealth, LLC106,052
1.7% of portfolio›$10.0M
WMG Financial Advisors, LLC102,989
3.7% of portfolio›$9.9M
RED Lighthouse Investment Management, LLC101,066
2.8% of portfolio›$9.5M
Tull Financial Group, Inc.100,210
3.6% of portfolio›$9.4M
Collective Family Office LLC100,010
1.9% of portfolio›$9.4M
Acima Private Wealth, LLC98,961
2.7% of portfolio›$9.3M
Ashton Thomas Private Wealth, LLC98,503
0.2% of portfolio›$9.3M
Hudson Capital Management LLC97,903
2.3% of portfolio›$9.2M
Axxcess Wealth Management, LLC97,621
0.4% of portfolio›$9.2M
Chris Bulman Inc97,295
3.2% of portfolio›$9.1M
Haven Private, LLC96,608
3.6% of portfolio›$9.1M
Cypress Point Wealth Management, LLC95,361
0.9% of portfolio›$9.0M
Align Financial, LLC95,191
4.3% of portfolio›$8.9M
Henderson Brothers Financial Partners, LLC94,657
3.2% of portfolio›$8.9M
Financial Futures Ltd Liability Co.94,232
3.3% of portfolio›$8.9M
Avant Financial Advisors LLC94,070
5.4% of portfolio›$8.8M
Broadway Wealth Solutions, Inc.92,198
3.9% of portfolio›$8.7M
46 Peaks LLC91,715
5.5% of portfolio›$8.6M
Independence Bank of Kentucky90,241
0.9% of portfolio›$8.5M
Gainline Financial Partners, LLC89,668
7.3% of portfolio›$8.4M
Harbor Group, Inc.89,558
1.0% of portfolio›$8.4M
Shore Point Advisors, LLC89,361
0.9% of portfolio›$2.9M
White Pine Investment Co87,945
5.2% of portfolio›$8.3M
Kings Path Partners LLC86,811
2.1% of portfolio›$8.2M
Flagstone Financial Management86,355
1.8% of portfolio›$8.1M
Integrity Investment Advisors, LLC84,272
3.1% of portfolio›$7.9M
Brookstone Capital Management83,278
0.1% of portfolio›$7.8M
Greenspring Advisors, LLC81,890
0.3% of portfolio›$7.7M
LexAurum Advisors, LLC81,783
0.9% of portfolio›$7.7M
Strategic Blueprint, LLC81,530
0.4% of portfolio›$7.7M
Sylvest Advisors, LLC81,312
3.4% of portfolio›$7.6M
StrongBox Wealth, LLC81,034
2.0% of portfolio›$7.6M
Trace Wealth Advisors, LLC80,713
5.7% of portfolio›$7.6M
Trellis Wealth Advisors LLC80,391
2.5% of portfolio›$7.6M
Waterfront Wealth Inc.79,699
1.1% of portfolio›$7.1M
EnRich Financial Partners LLC79,650
1.8% of portfolio›$7.5M
Riversedge Advisors, LLC78,803
0.9% of portfolio›$7.4M
Grove Bank & Trust78,367
0.7% of portfolio›$7.4M
AWM Capital, LLC77,960
0.5% of portfolio›$7.3M
Redw Wealth LLC77,895
2.7% of portfolio›$7.3M
Signature Resources Capital Management, LLC77,372
3.1% of portfolio›$7.3M
Cherry Tree Wealth Management, LLC77,112
1.4% of portfolio›$7.3M
Lifestyle Asset Management, Inc.77,096
1.8% of portfolio›$7.2M
Wilkerson Advisory Group LLC76,713
2.2% of portfolio›$7.2M
Arwa LLC76,397
2.6% of portfolio›$7.1M
Invariant Investment Management75,916
4.2% of portfolio›$7.2M
Stonehearth Capital Management, LLC75,229
2.4% of portfolio›$7.1M
Cedar Point Capital Partners, LLC74,426
4.0% of portfolio›$7.0M
Richmond Investment Services, LLC73,929
2.2% of portfolio›$7.0M
Apollon Financial, LLC73,329
0.8% of portfolio›$6.9M
Glenview Trust Co72,650
0.1% of portfolio›$6.8M
Wedmont Private Capital72,515
0.2% of portfolio›$6.8M
Fortitude Family Office, LLC72,265
1.2% of portfolio›$6.8M
Koshinski Asset Management, Inc.71,915
0.4% of portfolio›$6.8M
Hutchens & Kramer Investment Management Group, LLC71,675
2.0% of portfolio›$6.7M
Breakwater Capital Group69,083
0.8% of portfolio›$6.5M
Physician Wealth Solutions Inc.68,940
2.6% of portfolio›$6.5M
Financial Symmetry Inc68,897
2.1% of portfolio›$6.5M
Global Strategic Investment Solutions, LLC67,873
0.6% of portfolio›$6.4M
Telos Capital Management, Inc.67,505
0.6% of portfolio›$6.3M
Defined Wealth Management, LLC67,221
3.2% of portfolio›$6.3M
Level Financial Advisors66,724
1.4% of portfolio›$6.3M
Andrews Advisory Associates, LLC65,800
2.9% of portfolio›$6.2M
CoreCap Advisors, LLC65,138
0.2% of portfolio›$6.1M
Frankly Finances, LLC63,772
4.7% of portfolio›$6.0M
Bauman Advisory Group, LLC63,705
3.0% of portfolio›$6.0M
AMI Investment Management Inc63,682
1.2% of portfolio›$6.0M
Greenwood Capital Associates LLC63,361
0.6% of portfolio›$6.0M
WealthPLAN Partners, LLC62,324
1.1% of portfolio›$5.9M
Burk Holdings LLC62,266
2.0% of portfolio›$5.9M
Chicago Partners Investment Group LLC61,868
0.1% of portfolio›$5.4M
Great Point Wealth Advisors, LLC61,445
0.9% of portfolio›$5.8M
ARQ Wealth Advisors, LLC61,392
0.7% of portfolio›$5.8M
Bellecapital International Ltd.61,092
0.8% of portfolio›$5.7M
Canvas Wealth Advisors, LLC61,041
0.7% of portfolio›$5.4M
Sensenig Capital Advisors, Inc60,479
5.1% of portfolio›$5.7M
Factor Wealth Management LTD60,430
0.9% of portfolio›$5.7M
Perigon Wealth Management, LLC59,652
0.1% of portfolio›$5.6M
Moneco Advisors, LLC59,238
0.3% of portfolio›$5.6M
Titleist Asset Management, LLC58,524
0.4% of portfolio›$5.5M
Fairway Financial, LLC58,158
3.4% of portfolio›$5.5M
Cap Partners, LLC58,013
2.5% of portfolio›$5.5M
Ferguson Johnson Wealth Management Inc56,804
3.9% of portfolio›$5.3M
Larson Financial Group LLC56,767
0.1% of portfolio›$5.3M
Oppenheimer & Co Inc55,813
0.1% of portfolio›$5.2M
Koesten, Hirschmann & Crabtree, Inc.55,307
2.2% of portfolio›$5.2M
Spectrum Advisors, Inc.55,179
3.6% of portfolio›$5.2M
Mraz, Amerine & Associates, Inc.54,900
0.8% of portfolio›$5.2M
Interchange Capital Partners, LLC54,259
0.9% of portfolio›$5.1M
Jnba Financial Advisors53,859
0.4% of portfolio›$5.1M
Verus Wealth Management, LLC53,418
3.2% of portfolio›$5.0M
Sentinel Pension Advisors, LLC53,110
0.6% of portfolio›$5.0M
Activest Wealth Management51,615
0.9% of portfolio›$4.9M
RVW Wealth, LLC51,528
0.3% of portfolio›$4.8M
EverSource Wealth Advisors, LLC51,339
0.2% of portfolio›$4.8M
Adelphi Trust Co50,620
3.1% of portfolio›$4.8M
Prevail Innovative Wealth Advisors, LLC49,991
0.6% of portfolio›$4.7M
Dynamic Advisor Solutions LLC49,947
0.1% of portfolio›$4.7M
Prospera Financial Services Inc49,133
0.1% of portfolio›$4.2M
Tandemgrowth Financial Advisors LLC48,980
3.8% of portfolio›$4.6M
Sunpointe, LLC48,426
1.4% of portfolio›$4.6M
Town Capital LLC47,895
2.9% of portfolio›$4.5M
Elyxium Wealth, LLC47,661
0.5% of portfolio›$4.5M
Diversify Wealth Management, LLC47,339
0.1% of portfolio›$4.3M
Diversify Advisory Services, LLC47,339
0.1% of portfolio›$4.3M
Base Wealth Management LLC46,393
1.9% of portfolio›$4.4M
AlphaCore Capital LLC46,117
0.1% of portfolio›$4.3M
Retirement Guys Formula LLC45,706
1.6% of portfolio›$4.3M
Armbruster Capital Management, Inc.45,467
0.6% of portfolio›$4.3M
Vaquero Private Wealth, LTD43,853
0.9% of portfolio›$4.1M
GFG Capital, LLC43,129
1.1% of portfolio›$4.1M
Centennial Wealth Advisory LLC42,031
0.8% of portfolio›$4.0M
Apeiron RIA LLC41,959
0.9% of portfolio›$3.9M
Sierra Ocean, LLC41,668
2.4% of portfolio›$3.9M
Family Office Research LLC41,568
1.5% of portfolio›$3.9M
Brady Martz Wealth Solutions, LLC41,491
0.6% of portfolio›$3.9M
Paladin Wealth, LLC41,367
2.1% of portfolio›$3.9M
3 Factor Indexing, LLC39,865
3.1% of portfolio›$3.7M
Rainier Family Wealth Inc39,759
1.9% of portfolio›$3.7M
J.W. Cole Advisors, Inc.39,744
0.1% of portfolio›$3.7M
Visionary Wealth Advisors39,662
0.1% of portfolio›$3.7M
Wedbush Securities Inc39,200
0.2% of portfolio›$3.7M
Acorn Creek Capital LLC38,880
1.2% of portfolio›$3.7M
Kraft, Davis & Associates, LLC37,825
0.7% of portfolio›$3.4M
IFP Advisors, Inc37,669
0.1% of portfolio›$3.5M
Leading Edge Financial Planning LLC37,608
0.7% of portfolio›$3.5M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors37,595
0.2% of portfolio›$3.5M
Sprinkle Financial Consultants LLC37,595
1.4% of portfolio›$3.5M
Orba Wealth Advisors, L.L.C.36,703
2.9% of portfolio›$3.5M
Newport Capital Group, LLC34,906
2.2% of portfolio›$3.3M
Asset Allocation Strategies LLC34,897
0.5% of portfolio›$3.3M
Navigoe, LLC34,601
1.8% of portfolio›$3.3M
Petros Family Wealth, LLC34,210
1.9% of portfolio›$3.2M
William John Sempolinski33,093
1.2% of portfolio›$3.1M
Integrated Advisors Network LLC32,510
0.1% of portfolio›$3.1M
Aurelius Family Office LLC32,397
1.2% of portfolio›$3.0M
Friday Financial32,208
0.6% of portfolio›$3.0M
Philip James Wealth Mangement, LLC32,041
0.3% of portfolio›$3.0M
Prospect Financial Group LLC31,685
2.5% of portfolio›$3.0M
Wheels Up Wealth, Inc.31,597
2.5% of portfolio›$3.0M
Western Reserve Capital Management, LLC31,436
2.1% of portfolio›$3.0M
Lifelong Wealth Advisors, Inc.31,351
0.7% of portfolio›$2.9M
Equita Financial Network, Inc.31,319
0.8% of portfolio›$2.9M
Quarry Hill Advisors, LLC30,994
1.1% of portfolio›$2.9M
Stone Summit Wealth LLC30,841
0.8% of portfolio›$2.9M
Toth Financial Advisory Corp30,631
0.3% of portfolio›$2.9M
marrick wealth, LLC30,159
2.0% of portfolio›$2.8M
Avestar Capital, LLC29,567
0.2% of portfolio›$2.8M
Sagace Wealth Management LLC29,555
1.7% of portfolio›$2.8M
Transcendent Capital Group LLC29,322
1.1% of portfolio›$2.8M
Clear Creek Financial Management, LLC29,220
0.2% of portfolio›$2.7M
HMV Wealth Advisors, LLC28,990
1.0% of portfolio›$2.7M
Columbia Advisory Partners LLC28,120
1.5% of portfolio›$2.6M
OpenArc Corporate Advisory, LLC28,033
0.0% of portfolio›$2.6M
Holos Integrated Wealth LLC27,760
1.1% of portfolio›$2.5M
Total Clarity Wealth Management, Inc.27,740
0.5% of portfolio›$2.6M
Signal Advisors Wealth, LLC27,485
0.1% of portfolio›$2.6M
KFG LLC27,232
1.7% of portfolio›$2.6M
Symmetry Partners, LLC27,182
0.1% of portfolio›$2.6M
D.A. Davidson & Co.26,825
0.0% of portfolio›$2.5M
AGH Wealth Advisors, LLC26,722
1.5% of portfolio›$2.5M
Uptick Partners, LLC26,681
0.3% of portfolio›$2.5M
PKS Advisory Services, LLC26,060
0.4% of portfolio›$2.5M
Keybank National Association26,010
0.0% of portfolio›$2.4M
Clarity Capital Advisors, LLC25,922
1.0% of portfolio›$2.4M
Trilogy Capital Inc.25,678
0.1% of portfolio›$2.4M
Riverwater Partners LLC25,542
0.7% of portfolio›$2.4M
Kelleher Financial Advisors25,331
0.6% of portfolio›$2.4M
Kachkovsky & Fisher, Inc.25,272
2.2% of portfolio›$2.4M
LAM Group, Inc.25,270
1.2% of portfolio›$2.4M
Signature Equity Partners, LLC25,105
0.8% of portfolio›$2.4M
Endeavor Private Wealth, Inc.25,097
0.6% of portfolio›$2.4M
Private Wealth Management Group, LLC24,898
0.5% of portfolio›$2.3M
Fifth Third Securities, Inc.24,475
0.1% of portfolio›$2.3M
Linscomb Wealth, Inc.24,227
0.1% of portfolio›$2.3M
Outbound Financial Inc24,057
1.4% of portfolio›$2.3M
Centerpoint Advisory Group23,994
1.4% of portfolio›$2.3M
Fermata Advisors, LLC23,983
0.4% of portfolio›$2.3M
Hicks Capital Management LLC23,347
1.8% of portfolio›$2.3M
Assetmark, Inc23,276
0.0% of portfolio›$2.2M
PFG Advisors23,262
0.1% of portfolio›$2.2M
Evensky & Katz LLC22,831
0.3% of portfolio›$2.1M
Blvd Private Wealth, LLC22,718
1.6% of portfolio›$2.1M
Asset Dedication, LLC22,670
0.1% of portfolio›$2.1M
Herold Advisors, Inc.22,421
0.4% of portfolio›$2.1M
Wespac Advisors SoCal, LLC21,916
0.4% of portfolio›$2.1M
Balboa Wealth Partners21,514
0.3% of portfolio›$2.0M
FFG Retirement Advisors LLC21,505
1.1% of portfolio›$2.0M
Fifth Third Wealth Advisors LLC21,349
0.1% of portfolio›$2.0M
Silvia Mccoll Wealth Management, LLC21,336
1.2% of portfolio›$2.0M
Sharkey, Howes & Javer20,639
0.2% of portfolio›$1.9M
Wealth Management Partners, LLC20,181
0.4% of portfolio›$1.9M
Atria Investments, Inc20,089
0.0% of portfolio›$1.9M
L.K. Benson & Company, P.C.19,995
0.6% of portfolio›$1.9M
Sage Rhino Capital LLC19,481
0.3% of portfolio›$1.8M
StoneX Group Inc.19,351
0.1% of portfolio›$1.8M
Strategy Asset Managers LLC19,059
0.3% of portfolio›$1.8M
Approach Retirement Advisors, LLC18,360
1.3% of portfolio›$1.7M
Ritholtz Wealth Management18,330
0.0% of portfolio›$1.7M
Aerodigm Wealth, LLC18,200
0.6% of portfolio›$1.7M
Sovran Advisors, LLC18,187
0.1% of portfolio›$1.6M
Allodium Investment Consultants, LLC18,158
0.7% of portfolio›$1.7M
Hazlett, Burt & Watson, Inc.17,912
0.4% of portfolio›$698.0K
Atlas Brown,Inc.16,624
0.4% of portfolio›$1.6M
Geneva Partners, LLC16,399
0.5% of portfolio›$1.5M
RAM Investment Partners, LLC15,759
0.2% of portfolio›$1.5M
Evanson Financial, LLC15,754
0.1% of portfolio›$1.5M
Narus Financial Partners, LLC15,413
0.4% of portfolio›$1.4M
DBK Financial Counsel, LLC15,343
1.2% of portfolio›$1.4M
PUREfi Wealth, LLC15,297
0.7% of portfolio›$1.4M
Flagstar Securities, Inc15,070
0.4% of portfolio›$1.4M
Hardin Capital Partners, LLC15,062
0.7% of portfolio›$1.4M
Well Done, LLC14,703
0.2% of portfolio›$1.4M
United Community Bank14,597
0.4% of portfolio›$1.4M
Vannoy Advisory Group, Inc.14,590
0.8% of portfolio›$1.4M
Verdence Capital Advisors LLC14,440
0.1% of portfolio›$1.4M
Forum Financial Management, LP14,356
0.0% of portfolio›$1.3M
Focus Financial Network, Inc.14,322
0.0% of portfolio›$1.3M
Parsons Capital Management Inc14,261
0.1% of portfolio›$1.3M
Bayshore Asset Management, LLC14,243
0.5% of portfolio›$1.3M
Maia Wealth LLC13,781
0.2% of portfolio›$1.3M
Trademark Financial Management, LLC13,748
0.5% of portfolio›$1.3M
Pacific Asset Management, LLC13,718
0.6% of portfolio›$1.3M
Creative Financial Designs Inc13,633
0.1% of portfolio›$1.3M
RFG Advisory, LLC13,474
0.0% of portfolio›$1.3M
Legacy Financial Group, Inc.12,874
0.3% of portfolio›$1.2M
Kuhn & Co Investment Counsel12,721
0.7% of portfolio›$1.2M
rebel Financial LLC12,701
0.5% of portfolio›$1.2M
Targeted Financial Services LLC12,392
0.9% of portfolio›$1.2M
Ceera Investments, LLC12,356
0.4% of portfolio›$1.2M
J. Derek Lewis & Associates Inc.12,309
0.2% of portfolio›$1.2M
Lauterbach Financial Advisors, LLC12,194
0.5% of portfolio›$1.1M
Omni 360 Wealth, Inc.11,987
0.5% of portfolio›$1.1M
James Investment Research, Inc.11,917
0.1% of portfolio›$1.1M
B. Riley Wealth Advisors, Inc.11,804
0.0% of portfolio›$1.1M
Elevate Wealth Advisory, Inc11,576
0.6% of portfolio›$1.1M
Sensible Money, LLC11,500
0.3% of portfolio›$1.1M
Cullen T Bankers, Inc.11,493
0.0% of portfolio›$1.1M
Legacy Advisory Services, LLC11,484
0.8% of portfolio›$1.1M
BAM Wealth Management, LLC11,464
0.6% of portfolio›$1.1M
ARK & TLK Investments, LLC11,440
0.3% of portfolio›$1.1M
Creative Capital Management Investments LLC11,143
0.2% of portfolio›$1.0M
Seed Wealth Management, Inc.11,080
0.7% of portfolio›$1.0M
Fortress Financial Solutions, LLC10,843
0.9% of portfolio›$1.0M
Ifrah Financial Services, Inc.10,708
0.3% of portfolio›$1.0M
Nemes Rush Group LLC10,351
0.1% of portfolio›$973.2K
Sheets Smith Wealth Management10,123
0.1% of portfolio›$951.8K
Krilogy Financial LLC10,115
0.0% of portfolio›$943.4K
F&V Capital Management, LLC9,975
0.3% of portfolio›$938.0K
Dixon Fnancial Services, Inc.9,908
0.4% of portfolio›$931.5K
Arsenal Capital Advisors LLC9,904
0.5% of portfolio›$931.2K
Hoxton Planning & Management, LLC9,903
0.2% of portfolio›$931.1K
USAdvisors Wealth Management, LLC9,870
1.1% of portfolio›$927.0K
Vicus Capital9,688
0.1% of portfolio›$910.9K
Santori & Peters, Inc.9,438
0.2% of portfolio›$887.3K
Balefire, LLC9,189
0.1% of portfolio›$864.0K
R2 Capital Strategies, LLC9,161
0.4% of portfolio›$861.3K
Accurate Wealth Management, LLC9,084
0.1% of portfolio›$843.3K
Independent Financial Group, LLC9,016
0.0% of portfolio›$847.7K
Wealth Preservation Advisors, LLC8,955
0.4% of portfolio›$841.9K
Belleair Asset Management, LLC8,539
0.7% of portfolio›$802.8K
Private Trust Co NA8,450
0.1% of portfolio›$794.5K
Elevation Wealth Management LLC8,306
0.5% of portfolio›$780.9K
Investmark Advisory Group LLC8,279
0.3% of portfolio›$778.5K
Crusonia Wealth Advisors LLC8,196
0.1% of portfolio›$770.6K
CogentBlue Wealth Advisors, LLC8,188
0.7% of portfolio›$769.8K
Acorn Financial Advisory Services Inc8,187
0.1% of portfolio›$769.7K
Missouri Trust & Investment Co8,030
0.2% of portfolio›$756.8K
Lantern Wealth Advisors, LLC7,984
0.3% of portfolio›$750.7K
BIP Wealth, LLC7,905
0.0% of portfolio›$743.2K
Beacon Financial Advisory LLC7,837
0.1% of portfolio›$736.8K
Compass Ion Advisors, LLC7,629
0.1% of portfolio›$717.3K
Wealthcare Advisory Partners LLC7,556
0.0% of portfolio›$710.4K
CFS Investment Advisory Services, LLC7,552
0.0% of portfolio›$726.0K
Ridgeline Wealth, LLC7,533
0.4% of portfolio›$699.2K
Sowell Financial Services LLC7,532
0.0% of portfolio›$708.2K
Cambridge Financial Group, LLC7,465
0.2% of portfolio›$720.3K
HBW Advisory Services LLC7,463
0.1% of portfolio›$701.7K
Envision Financial LLC7,448
0.3% of portfolio›$700.3K
Vista Investment Partners II, LLC7,425
0.3% of portfolio›$698.1K
Tsfg, LLC7,329
0.4% of portfolio›$689.0K
Bison Wealth, LLC7,176
0.1% of portfolio›$669.3K
Willow Creek Wealth Management Inc.7,149
0.0% of portfolio›$672.2K
Ignite Planners, LLC7,041
0.1% of portfolio›$676.4K
Signature Estate & Investment Advisors LLC6,951
0.0% of portfolio›$653.5K
CWA Asset Management Group, LLC6,908
0.0% of portfolio›$649.5K
Foundry Financial LLC6,745
0.2% of portfolio›$634.2K
Aprio Wealth Management, LLC6,666
0.0% of portfolio›$626.8K
Flagship Harbor Advisors, LLC6,665
0.0% of portfolio›$626.6K
Milestone Asset Management Group, LLC6,645
0.3% of portfolio›$624.8K
Bannerman Wealth Management Group, LLC6,628
0.4% of portfolio›$623.1K
Austin Asset Management Co Inc6,569
0.1% of portfolio›$617.6K
Prosperitas Financial LLC6,415
0.2% of portfolio›$603.1K
Kaufman Rossin Wealth, LLC6,301
0.2% of portfolio›$592.4K
US Bancorp \de\6,194
0.0% of portfolio›$582.4K
Asempa Wealth Advisors6,141
0.4% of portfolio›$577.6K
Kingswood Wealth Advisors, LLC6,015
0.0% of portfolio›$565.5K
Tempus Wealth Planning, LLC5,946
0.1% of portfolio›$559.1K
West Wealth Group, LLC5,804
0.1% of portfolio›$545.7K
Family Investment Center, Inc.5,781
0.1% of portfolio›$543.6K
Foster Group, Inc.5,728
0.0% of portfolio›$538.6K
Squire Investment Management Company, LLC5,678
0.1% of portfolio›$533.8K
Freedom Day Solutions, LLC5,537
0.1% of portfolio›$520.6K
Riverchase Wealth Management, LLC5,521
0.3% of portfolio›$519.1K
Anchor Capital Advisors LLC5,437
0.0% of portfolio›$511.2K
National Wealth Management Group, LLC5,397
0.1% of portfolio›$507.4K
Abacus Planning Group, Inc.5,346
0.1% of portfolio›$502.6K
Andrews, Lucia Wealth Management LLC5,340
0.3% of portfolio›$502.1K
High Net Worth Advisory Group LLC5,324
0.1% of portfolio›$500.6K
GSG Advisors LLC5,317
0.1% of portfolio›$499.9K
Latitude Advisors, LLC5,310
0.2% of portfolio›$499.3K
Decker Retirement Planning Inc.5,267
0.2% of portfolio›$495.2K
Innova Wealth Partners5,168
0.2% of portfolio›$485.9K
UMB Private Wealth Management, LLC5,083
0.5% of portfolio›$477.9K
International Assets Investment Management, LLC4,981
0.0% of portfolio›$468.5K
Aspiriant, LLC4,965
0.0% of portfolio›$466.8K
Kooman & Associates4,742
0.1% of portfolio›$445.8K
Heritage Investment Group, Inc.4,716
0.1% of portfolio›$443.4K
Facet Wealth, Inc.4,598
0.0% of portfolio›$432.3K
Avidian Wealth Enterprises, LLC4,551
0.0% of portfolio›$427.9K
Saxony Capital Management, LLC4,507
0.2% of portfolio›$423.7K
Thayer Financial, L.L.C.4,487
0.4% of portfolio›$422.0K
A4 Wealth Advisors LLC4,451
0.3% of portfolio›$418.5K
Centurion Wealth Management LLC4,431
0.1% of portfolio›$416.6K
MBE Wealth Management, LLC4,424
0.1% of portfolio›$415.9K
SpringVest Wealth Management LLC4,391
0.3% of portfolio›$412.8K
Emprise Bank4,349
0.2% of portfolio›$408.9K
Westside Investment Management, Inc.4,312
0.1% of portfolio›$407.0K
Carrera Capital Advisors4,302
0.1% of portfolio›$404.5K
Sanchez Gaunt Capital Management, LLC4,291
0.2% of portfolio›$403.4K
Daymark Wealth Partners, LLC4,206
0.0% of portfolio›$395.4K
Meredith Wealth Planning4,164
0.1% of portfolio›$391.5K
Moisand Fitzgerald Tamayo, LLC4,140
0.0% of portfolio›$389.2K
Accredited Investors Inc.4,125
0.0% of portfolio›$387.8K
Harbor Investment Advisory, LLC4,110
0.0% of portfolio›$386.4K
Madrid Wealth Management, LLC3,977
0.2% of portfolio›$373.9K
Parkside Financial Bank & Trust3,960
0.0% of portfolio›$372.3K
McMill Wealth Management3,936
0.1% of portfolio›$370.1K
POM Investment Strategies, LLC3,931
0.3% of portfolio›$369.6K
Kingdom Financial Group Llc.3,794
0.1% of portfolio›$356.7K
Trust Co3,787
0.0% of portfolio›$356.1K
SeaCrest Wealth Management, LLC3,775
0.0% of portfolio›$354.9K
Entrewealth, LLC3,774
0.1% of portfolio›$354.8K
Vilga Financial Planning LLC3,756
0.2% of portfolio›$353.1K
Mesirow Financial Investment Management, Inc.3,738
0.0% of portfolio›$351.4K
Pinnacle Bancorp, Inc.3,725
0.1% of portfolio›$350.2K
Brown Financial Advisory3,706
0.1% of portfolio›$348.4K
Ballew Advisors, Inc3,706
0.2% of portfolio›$353.6K
PCG Asset Management, LLC3,701
0.2% of portfolio›$347.9K
Busey Bank3,677
0.0% of portfolio›$345.7K
Citizens Financial Group Inc3,645
0.0% of portfolio›$342.7K
Rose Capital Advisors LLC3,638
0.1% of portfolio›$342.0K
Avion Wealth3,610
0.5% of portfolio›$339.0K
Orrstown Financial Services Inc3,563
0.1% of portfolio›$335.0K
Naples Global Advisors, LLC3,459
0.0% of portfolio›$325.2K
Mayfair Advisory Group, LLC3,438
0.1% of portfolio›$323.3K
WealthPoint Financial, LLC3,433
0.2% of portfolio›$322.8K
Ejmk Ventures LLC3,428
0.1% of portfolio›$322.3K
Nova R Wealth, Inc.3,394
0.1% of portfolio›$319.1K
Beverly Hills Private Wealth, LLC3,389
0.1% of portfolio›$318.7K
Jacobi Capital Management LLC3,388
0.0% of portfolio›$318.6K
Parcion Private Wealth LLC3,383
0.0% of portfolio›$318.1K
Tufton Capital Management3,378
0.1% of portfolio›$317.0K
King Luther Capital Management Corp3,350
0.0% of portfolio›$315.0K
Synergy Asset Management, LLC3,303
0.0% of portfolio›$310.5K
Kroeger Financial Partners3,277
0.3% of portfolio›$308.1K
Regions Financial Corp3,228
0.0% of portfolio›$303.5K
Mainsail Asset Management, LLC3,210
0.1% of portfolio›$308.6K
Porter White Investment Advisors, Inc.3,186
0.2% of portfolio›$299.5K
Porter White Investment Advisors, Inc.3,186
0.2% of portfolio›$299.5K
RHL Group, LLC3,181
0.2% of portfolio›$299.1K
Thrive Wealth Management, LLC3,033
0.0% of portfolio›$285.2K
Pioneer Wealth Management Group2,991
0.1% of portfolio›$281.2K
Revolve Wealth Partners, LLC2,902
0.0% of portfolio›$272.8K
Allspring Global Investments Holdings, LLC2,899
0.0% of portfolio›$275.8K
LongView Wealth Management2,895
0.1% of portfolio›$272.1K
Jm2 Capital Inc.2,859
0.2% of portfolio›$268.8K
Alkeme Wealth, LLC2,802
0.1% of portfolio›$263.4K
Petersen Hastings Wealth Advisors Inc.2,784
0.0% of portfolio›$261.8K
Advisory Solutions Group, LLC2,731
0.1% of portfolio›$256.7K
AdvisorNet Financial, Inc2,730
0.0% of portfolio›$248.5K
Equity Wealth Partners, LLC2,671
0.1% of portfolio›$251.1K
E6 Portfolios, LLC2,653
0.2% of portfolio›$249.4K
Cogent Strategic Wealth LLC2,641
0.2% of portfolio›$248.3K
Meridian Wealth Management, LLC2,618
0.0% of portfolio›$246.1K
Mann Financial Group, Inc.2,611
0.2% of portfolio›$245.5K
Cornerstone Management, Inc.2,560
0.0% of portfolio›$240.7K
Tenzing Financial LLC2,557
0.2% of portfolio›$228.7K
Gerber Kawasaki Wealth & Investment Management2,552
0.0% of portfolio›$240.0K
GEM Asset Management, LLC2,550
0.1% of portfolio›$239.8K
First Heartland Consultants, Inc.2,482
0.0% of portfolio›$233.4K
Landmark Wealth Management, Inc.2,418
0.1% of portfolio›$227.3K
Clark Asset Management, LLC2,409
0.0% of portfolio›$226.5K
Midwest Financial Network, LLC2,407
0.2% of portfolio›$226.3K
Farmers & Merchants Investments Inc2,400
0.0% of portfolio›$225.6K
First Citizens Bank & Trust Co2,381
0.0% of portfolio›$223.9K
Everhart Financial Group, Inc.2,371
0.0% of portfolio›$222.9K
Fiduciary Financial Group, LLC2,347
0.0% of portfolio›$220.7K
Sigma Planning Corp2,290
0.0% of portfolio›$215.3K
Clarity Wealth Development LLC2,251
0.1% of portfolio›$211.6K
Global Trust Wealth Management LLC2,211
0.1% of portfolio›$207.9K
Guyasuta Investment Advisors Inc2,206
0.0% of portfolio›$207.4K
Kennebec Savings Bank2,195
0.2% of portfolio›$206.4K
Hedeker Wealth, LLC2,191
0.0% of portfolio›$206.0K
Granite Islands Private Wealth, LLC2,176
0.1% of portfolio›$204.6K
Rinkey Investments2,134
0.0% of portfolio›$200.7K
Chapin Davis, Inc.2,132
0.0% of portfolio›$200.5K
Root Financial Partners, LLC2,096
0.0% of portfolio›$197.1K
McCarley & Cook Financial Planners1,913
0.1% of portfolio›$179.9K
Peck Wealth Management, LLC1,675
0.1% of portfolio›$157.5K
Chilton Capital Management LLC1,645
0.0% of portfolio›$154.7K
Salomon & Ludwin, LLC1,338
0.0% of portfolio›$125.8K
TFC Financial Management, Inc.1,327
0.0% of portfolio›$124.8K
Ares Financial Consulting, LLC1,327
0.1% of portfolio›$124.8K
Brown, Lisle Ings, Inc.1,266
0.0% of portfolio›$119.0K
Glass Jacobson Investment Advisors llc1,233
0.0% of portfolio›$115.9K
Bank of New Hampshire1,123
0.0% of portfolio›$105.6K
Valley National Advisers Inc1,093
0.0% of portfolio›$102.8K
Mather Group, Llc.1,055
0.0% of portfolio›$99.2K
Rossby Financial, LCC997
0.0% of portfolio›$93.7K
MidAtlantic Capital Management, Inc.879
0.0% of portfolio›$82.7K
Spire Wealth Management843
0.0% of portfolio›$79.3K
MeadowBrook Investment Advisors LLC838
0.1% of portfolio›$73.1K
Ascentis Independent Advisors836
0.0% of portfolio›$78.6K
Nova Financial LLC813
0.0% of portfolio›$76.4K
Capital Investment Advisory Services, LLC796
0.0% of portfolio›$74.9K
Lanark Financial, Inc.763
0.0% of portfolio›$71.7K
Team Financial Group, LLC712
0.0% of portfolio›$66.9K
Abound Wealth Management652
0.0% of portfolio›$61.3K
TD Waterhouse Canada Inc.600
0.0% of portfolio›$54.6K
Evolution Wealth Management Inc.508
0.0% of portfolio›$47.8K
Key FInancial Inc480
0.0% of portfolio›$45.1K
Barrett & Company, Inc.447
0.0% of portfolio›$42.0K
First Community Trust NA443
0.0% of portfolio›$41.7K
NorthAvenue LLC413
0.0% of portfolio›$38.8K
Investors Research Corp411
0.0% of portfolio›$38.6K
Gamma Investing LLC377
0.0% of portfolio›$35.4K
Bfsg, LLC369
0.0% of portfolio›$34.7K
Intesa Sanpaolo Wealth Management300
0.0% of portfolio›$28.2K
Blue Trust, Inc.288
0.0% of portfolio›$27.1K
Triumph Capital Management281
0.0% of portfolio›$26.5K
JFS Wealth Advisors, LLC276
0.0% of portfolio›$26.0K
Beacon Investment Advisory Services, Inc.274
0.0% of portfolio›$25.8K
Gen-Wealth Partners Inc272
0.0% of portfolio›$25.6K
Cranbrook Wealth Management, LLC246
0.0% of portfolio›$23.1K
Ascentis Wealth Management, LLC227
0.0% of portfolio›$21.5K
Comprehensive Financial Planning, Inc.226
0.0% of portfolio›$21.3K
DecisionPoint Financial, LLC214
0.0% of portfolio›$20.1K
Angeles Wealth Management, LLC200
0.0% of portfolio›$18.8K
GHP Investment Advisors, Inc.189
0.0% of portfolio›$17.8K
Silver Grove Financial Group, Inc.187
0.0% of portfolio›$17.6K
Oakworth Capital, Inc.178
0.0% of portfolio›$16.7K
Key Capital Management, Inc177
0.0% of portfolio›$16.6K
1620 Investment Advisors, Inc.170
0.0% of portfolio›$16.0K
SBI Securities Co., Ltd.166
0.0% of portfolio›$15.6K
Country Trust Bank163
0.0% of portfolio›$15.3K
GGM Financial LLC152
0.0% of portfolio›$14.3K
Raleigh Capital Management Inc.142
0.0% of portfolio›$13.4K
Global Trust Asset Management, LLC137
0.0% of portfolio›$12.9K
Monetary Solutions, Ltd125
0.0% of portfolio›$11.8K
Citigroup Inc124
0.0% of portfolio›$11.7K
Midwest Capital Advisors, LLC118
0.0% of portfolio›$11.1K
Montgomery Financial Services LLC114
0.0% of portfolio›$10.7K
Compass Financial Management LLC103
0.0% of portfolio›$9.7K
Cordgrass Capital Advisors, LLC100
0.0% of portfolio›$9.4K
North Star Investment Management Corp.79
0.0% of portfolio›$7.4K
Tounjian Advisory Partners, LLC75
0.0% of portfolio›$7.1K
Trust Co of Vermont75
0.0% of portfolio›$7.1K
American Capital Advisory, LLC74
0.0% of portfolio›$7.0K
James T. Borello RIA72
0.0% of portfolio›$6.8K
Ashton Thomas Securities, LLC65
0.0% of portfolio›$6.1K
Markowski Investments59
0.0% of portfolio›$5.5K
Realta Investment Advisors56
0.0% of portfolio›$5.3K
Golden State Wealth Management, LLC50
0.0% of portfolio›$4.7K
Downshift Financial, LLC50
0.0% of portfolio›$4.7K
Arlington Trust Co LLC50
0.0% of portfolio›$4.7K
Birchwood Financial Partners, Inc.46
0.0% of portfolio›$4.3K
Pacific Center for Financial Services43
0.0% of portfolio›$4.0K
Networth Advisors, LLC33
0.0% of portfolio›$3.1K
Balance Wealth Partners LLC31
0.0% of portfolio›$2.9K
Horizon Financial Services, LLC26
0.0% of portfolio›$2.4K
CX Institutional23
0.0% of portfolio›$2
First Command Advisory Services, Inc.22
0.0% of portfolio›$2.1K
Archer Investment Corp21
0.0% of portfolio›$2.0K
Reyes Financial Architecture, Inc.17
0.0% of portfolio›$1.6K
Halbert Hargrove Global Advisors, LLC16
0.0% of portfolio›$1.5K
Wilmington Savings Fund Society, FSB15
0.0% of portfolio›$1.4K
NBT Bank, N.A.12
0.0% of portfolio›$1.1K
Pinnacle Wealth Planning Services, Inc.9
0.0% of portfolio›$846
Cape Investment Advisory, Inc.9
0.0% of portfolio›$846
IMG Wealth Management, Inc.8
0.0% of portfolio›$752
Lodestone Wealth Management LLC8
0.0% of portfolio›$774
Provenance Wealth Advisors, LLC5
0.0% of portfolio›$470
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
5,557,395$522.5M0.1%CoreLowNew York, NY2026-11-05
Vantagepoint Investment Advisers LLC
2,638,372$248.1M1.9%ETFVery LowWashington, DC2026-10-26
Kestra Investment Management, LLC
2,061,339$193.8M3.7%ETFMediumAustin, TX2026-11-04
Annex Advisory Services, LLC
1,673,730$157.4M2.6%GrowthHighBrookfield, WI2026-10-16
Bokf, NA
1,617,712$152.1M2.3%CoreLowTulsa, OK2026-10-27
Fifth Third Bancorp
1,591,332$149.6M0.2%IndexVery LowCincinnati, OH2026-11-05
Maseco LLP
1,154,802$108.6M3.0%ETFVery LowLondon, United Kingdom2026-10-27
HB Wealth Management, LLC
1,152,395$108.3M0.6%IndexVery LowAtlanta, GA2026-10-23
Apella Capital, LLC
1,149,116$109.1M1.4%ETFVery LowWest Hartford, CT2026-10-08
Oak Root LLC
1,075,466$101.1M11.1%ETFVery LowSanta Barbara, CA2026-10-09
Avantax Planning Partners, Inc.
1,056,473$99.3M2.5%ETFLowDubuque, IA2026-11-03
Gradient Investments LLC
1,038,908$97.7M1.4%CoreMediumArden Hills, MN2026-10-08
Fragasso Financial Advisors Inc
941,057$88.6M4.4%ETFLowSewickley, PA2026-10-13
Midwest Trust Co
898,963$84.5M0.9%CoreLowOverland Park, KS2026-10-22
Commonwealth Equity Services, LLC
893,662$84.0M0.1%ETFLowWaltham, MA2026-11-02
Creative Planning
878,889$82.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Farther Finance Advisors, LLC
850,340$79.9M0.6%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
849,731$79.9M1.1%IndexLowSan Francisco, CA2026-11-03
Truist Financial Corp
840,166$79.0M0.1%CoreLowCharlotte, NC2026-10-30
Kestra Advisory Services, LLC
825,168$77.6M0.2%CoreLowAustin, TX2026-11-02
Summit Financial Strategies, Inc.
808,362$76.0M5.3%ETFLowColumbus, OH2026-10-14
Apollon Wealth Management, LLC
807,838$76.0M0.9%GrowthLowMount Pleasant, SC2026-10-23
Greenup Street Wealth Management LLC
791,907$74.5M9.2%ETFMediumOverland Park, KS2026-10-28
Prime Capital Investment Advisors, LLC
725,706$68.2M0.7%ETFLowOverland Park, KS2026-10-20
Rockwood Wealth Management, LLC
707,849$66.6M4.0%ETFVery LowNew Hope, PA2026-10-27
Thrivent Financial for Lutherans
694,749$65.3M0.2%GARPMediumMinneapolis, MN2026-11-05
Atwood & Palmer Inc
683,140$64.2M3.3%CoreVery LowKansas City, MO2026-10-08
Park Avenue Securities LLC
619,859$58.3M1.0%ETFMediumNew York, NY2026-10-26
Mission Wealth Management, LP
567,437$53.4M0.8%ETFLowSanta Barbara, CA2026-10-15
Wealth Enhancement Advisory Services, LLC
543,384$50.7M0.1%CoreLowPlymouth, MN2026-10-13
Robertson Stephens Wealth Management, LLC
533,185$50.1M1.2%ETFMediumSan Francisco, CA2026-10-16
Tarbox Family Office, Inc.
498,533$46.9M6.6%ETFVery LowNewport Beach, CA2026-10-23
Morton Brown Family Wealth, LLC
489,916$46.1M10.2%ETFVery LowAllentown, PA2026-10-23
Allen Capital Group, LLC
444,815$41.8M3.4%CoreLowGrand Island, NE2026-10-27
West Paces Advisors Inc.
407,155$38.3M6.5%ETFLowAtlanta, GA2026-10-13
Arlington Financial Advisors, LLC
402,117$37.8M4.7%ETFMediumSanta Barbara, CA2026-10-19
Amplius Wealth Advisors, LLC
394,988$37.1M2.5%ETFLowBlue Bell, PA2026-10-20
Simplicity Wealth,LLC
390,614$36.7M1.1%ETFLowSummit, NJ2026-10-23
Quantum Financial Advisors, LLC
375,479$35.3M3.4%ETFLowSanta Monica, CA2026-11-03
Versant Capital Management, Inc
371,309$34.9M3.0%GARPLowPhoenix, AZ2026-10-02
Diversified Portfolios, Inc.
368,922$34.7M2.4%ETFLowBloomfield Hills, MI2026-11-04
Compound Planning, Inc.
355,992$33.5M0.9%CoreLowNew York, NY2026-11-05
GW Henssler & Associates LTD
355,855$33.5M1.5%CoreMediumKennesaw, GA2026-10-26
SC&H Financial Advisors, Inc.
335,603$31.6M4.4%ETFVery LowHunt Valley, MD2026-10-14
Cannon Financial Strategists, Inc.
326,903$30.7M3.5%ETFVery LowAthens, GA2026-10-19
ACT Advisors, Llc.
324,709$30.5M9.9%ETFMediumAsheville, NC2026-10-15
Copper Harbor Investment Advisors, LLC
319,103$30.0M6.2%ETFN/AAppleton, WI2026-10-16
Correct Capital Wealth Management
312,655$29.4M5.0%ETFMediumClayton, MO2026-11-02
High Probability Advisors, LLC
300,928$28.3M3.2%ETFVery LowPittsford, NY2026-10-19
CGN Advisors LLC
291,930$27.4M2.1%ETFLowManhattan, KS2026-10-21
HUB Investment Partners, LLC
280,731$26.4M0.5%GrowthLowAustin, TX2026-11-03
Concurrent Investment Advisors, LLC
277,747$26.1M0.2%GrowthMediumTampa, FL2026-10-16
JSF Financial, LLC
271,288$25.5M3.9%ETFMediumLos Angeles, CA2026-10-22
Retirement Financial Solutions, LLC
266,173$25.0M5.9%ETFMediumKnoxville, TN2026-10-20
MassMutual Private Wealth & Trust, FSB
265,615$25.0M0.7%CoreLowSpringfield, MA2026-10-05
Hill Island Financial LLC
265,288$24.9M5.2%ETFLowGrand Rapids, MI2026-10-20
Fonville Wealth Management LLC
263,145$24.7M3.7%ETFVery LowRichmond, VA2026-10-28
Armstrong, Fleming & Moore, Inc
262,860$24.7M8.2%GrowthVery LowWashington, DC2026-10-28
Reap Financial Group, LLC
262,308$24.7M4.0%ETFLowAustin, TX2026-11-02
Walkner Condon Financial Advisors LLC
259,058$24.4M2.7%ETFLowVerona, WI2026-11-02
Concord Wealth Partners
251,902$23.7M2.8%GrowthLowAbingdon, VA2026-11-02
Sunburst Financial Group, LLC
250,839$23.6M3.7%ETFVery LowVestavia Hills, AL2026-10-09
Plancorp, LLC
245,791$21.1M0.5%ETFLowSaint Louis, MO2026-11-03
Ullmann Wealth Partners Group, LLC
242,453$22.8M2.0%ETFLowJacksonville Beach, FL2026-11-02
Cyndeo Wealth Partners, LLC
241,490$22.7M1.0%CoreMediumSt. Petersburg, FL2026-10-16
Concord Asset Management, LLC
241,167$22.7M3.5%GrowthLowAbingdon, VA2026-11-02
Cooper Financial Group
240,721$22.6M1.8%GrowthMediumIrvine, CA2026-10-07
Able Financial Group, LLC
238,246$22.4M3.5%ETFLowScottsdale, AZ2026-10-14
Marietta Wealth Management, LLC
233,695$21.3M2.3%GrowthLowMarietta, GA2026-10-22
Caliber Wealth Management, LLC / KS
230,989$21.7M2.1%ETFLowOverland Park, KS2026-11-04
SAX Wealth Advisors, LLC
230,840$21.7M0.6%ETFVery LowParsippany, NJ2026-10-13
B&D White Capital Company, LLC
229,227$21.6M2.1%ETFHighLakeway, TX2026-11-02
TCI Wealth Advisors, Inc.
225,322$21.2M0.9%ETFLowTucson, AZ2026-10-30
WealthPlan Investment Management, LLC
223,351$21.0M1.0%GrowthMediumOmaha, NE2026-10-15
Triad Wealth Partners, LLC
220,453$20.7M1.1%ETFMediumLawrence, KS2026-10-26
Vise Technologies, Inc.
220,082$20.7M0.2%IndexLowNew York, NY2026-10-29
Intergy Private Wealth, LLC
218,250$20.5M4.6%ETFVery LowColorado Springs, CO2026-10-16
WJ Interests, LLC
217,405$20.4M7.4%ETFLowSugar Land, TX2026-10-14
Cambridge Investment Research Advisors, Inc.
213,620$20.1M0.1%ETFLowFairfield, IA2026-11-02
Buttonwood Financial Group, LLC
211,054$20.3M10.2%ETFMediumKansas City, MO2026-10-16
Syntegra Private Wealth Group, LLC
209,221$19.7M1.5%ETFLowChesterfield, MO2026-10-13
SJS Investment Consulting Inc.
209,170$19.7M2.0%ETFVery LowSylvania, OH2026-10-26
MFA Wealth Advisors, LLC
201,564$19.0M3.2%ETFMediumPittsburgh, PA2026-10-07
Indivisible Partners
197,319$18.6M0.8%GrowthMediumClearwater, FL2026-10-26
Opus Capital Group, LLC
193,289$18.2M6.7%ETFVery LowCincinnati, OH2026-10-30
Fortress Financial Group, LLC
193,243$18.2M8.8%ETFMediumRochester, MN2026-10-21
Stewardship Advisors, LLC
191,200$18.0M3.7%ETFMediumMount Joy, PA2026-10-20
Aire Advisors, LLC
190,363$17.9M2.9%ETFVery LowBeverly Hills, CA2026-10-22
Websterrogers Financial Advisors, LLC
187,761$17.7M4.7%ETFVery LowFlorence, SC2026-11-02
Advisor OS, LLC
186,070$17.5M1.2%ETFMediumChicago, IL2026-11-03
Exchange Traded Concepts, LLC
185,240$17.4M0.1%GrowthMediumOklahoma City, OK2026-10-28
Destiny Wealth Partners, LLC
183,314$15.8M1.6%ETFMediumTavares, FL2026-11-05
Valued Wealth Advisors LLC
179,700$16.9M5.8%IndexVery LowHolladay, UT2026-11-05
Systelligence, LLC
178,955$15.4M2.5%ETFHighBloomington, MN2026-11-05
International City Management Association Retirement Corp
178,535$16.8M3.8%ETFN/AWashington, DC2026-10-26
Burton Enright Welch
176,860$16.6M1.8%ETFVery LowWalnut Creek, CA2026-11-04
Symphony Financial, Ltd. Co.
176,453$16.6M1.5%GrowthLowHouston, TX2026-10-22
Modera Wealth Management, LLC
172,545$16.2M0.2%ETFVery LowWestwood, NJ2026-10-28
Kestra Private Wealth Services, LLC
171,666$16.1M0.2%GrowthLowAustin, TX2026-10-30
ERn Financial, LLC
170,997$16.1M2.6%ETFVery LowMiddleton, WI2026-10-28
Three Arch Wealth Management LLC
170,439$16.0M2.6%ETFVery LowIrvine, CA2026-10-20
True North Advisors, LLC
163,419$15.4M1.1%CoreMediumDallas, TX2026-10-22
Invenio Wealth Partners LLC
162,876$15.3M5.5%ETFLowCoral Gables, FL2026-10-20
Define Financial, LLC
162,484$15.3M6.4%ETFVery LowSan Diego, CA2026-10-14
First Hawaiian Bank
161,453$15.2M1.8%ETFVery LowHonolulu, HI2026-10-14
Verum Partners LLC
153,452$14.4M2.3%ETFLowCharlotte, NC2026-10-21
Echo Wealth Management, LLC
147,614$13.9M6.8%ETFLowPlymouth, MN2026-10-15
Higgins & Schmidt Wealth Strategies LLC
147,431$13.9M5.6%ETFLowDenver, CO2026-10-26
MGO One Seven LLC
146,741$13.8M0.2%GrowthLowBeachwood, OH2026-10-28
55 North Private Wealth, LLC
146,479$13.8M2.6%ETFLowWinter Park, FL2026-10-20
Visionary Horizons, LLC
146,454$13.8M5.5%ETFLowKnoxville, TN2026-10-22
Summit Wealth Group LLC / Co
145,918$13.7M0.9%ETFHighColorado Springs, CO2026-10-29
Prosperity Planning, Inc.
145,726$13.7M3.0%ETFVery LowNorth Kansas City, MO2026-10-09
Certified Advisory Corp
139,188$13.1M1.1%ETFLowAltamonte Springs, FL2026-10-29
Marks Group Wealth Management, Inc
136,672$12.8M1.1%CoreMediumMinnetonka, MN2026-11-05
Freedom Financial Partners LLC
136,136$12.8M4.2%ETFLowOakdale, MN2026-10-19
Boyum Wealth Architects LLC
136,029$13.0M5.3%ETFLowBloomington, MN2026-10-06
Choice Wealth Advisors LLC
135,959$12.8M4.4%ETFMediumWaterville, ME2026-10-16
Great Diamond Partners, LLC
135,236$12.7M2.1%CoreMediumPortland, ME2026-10-13
Convergence Financial, LLC
134,831$12.7M1.8%ETFMediumColumbia, MO2026-10-27
Hamilton Point Investment Advisors, LLC
134,772$12.7M1.8%CoreLowChapel Hill, NC2026-11-03
Legacy CG, LLC
133,433$12.5M3.2%GrowthHighPlano, TX2026-10-30
Buck Wealth Strategies, LLC
131,454$12.4M1.2%ValueMediumDenver, CO2026-10-28
Saxon Interests, Inc.
131,320$12.3M4.3%ETFMediumHouston, TX2026-10-26
D'Orazio & Associates, Inc.
130,885$12.3M1.4%ETFLowVienna, VA2026-11-04
Choreo, LLC
130,439$12.3M0.1%IndexLowRockford, IL2026-10-28
Brickley Wealth Management
130,142$12.2M1.7%ETFVery LowSan Mateo, CA2026-11-04
First National Trust Co
127,892$12.0M0.4%GrowthLowJohnstown, PA2026-10-28
Simon Quick Advisors, LLC
127,233$12.0M0.5%ETFLowMorristown, NJ2026-10-26
Northwest Wealth Management, LLC
126,989$11.9M1.5%ETFLowSpencer, IA2026-10-30
Shotwell Rutter Baer Inc
124,383$11.7M6.5%ETFVery LowLansing, MI2026-10-14
Market Street Wealth Management Advisors LLC
122,988$11.6M1.6%ETFMediumIndianapolis, IN2026-10-09
Torren Management, LLC
121,894$11.5M5.7%ETFMediumSan Diego, CA2026-10-29
Highland Financial Advisors, LLC
120,023$11.3M2.4%ETFVery LowWayne, NJ2026-10-19
Elevation Point Wealth Partners, LLC
119,520$11.2M0.2%CoreHighDenver, CO2026-11-05
Cornerstone Wealth Group, LLC
119,355$11.2M0.6%CoreMediumHuntersville, NC2026-11-02
Heritage Family Offices, LLP
117,433$11.0M3.6%GrowthHighScottsdale, AZ2026-11-02
Central Trust Co
115,908$10.9M0.2%CoreLowJefferson City, MO2026-11-05
Elevation Wealth Partners, LLC
109,456$10.3M2.9%ETFLowWalnut Creek, CA2026-10-07
MN Wealth Advisors, LLC
109,335$10.3M4.2%ETFMediumOverland Park, KS2026-10-23
Nottingham Advisors, Inc.
108,933$10.3M1.3%ETFLowAmherst, NY2026-10-29
XY Planning Network, Inc.
106,861$10.0M1.1%ETFLowBozeman, MT2026-10-14
ShoreHaven Wealth Partners, LLC
106,698$10.0M3.1%ETFMediumRed Bank, NJ2026-10-16
BetterWealth, LLC
106,052$10.0M1.7%ETFVery LowSan Jose, CA2026-10-15
WMG Financial Advisors, LLC
102,989$9.9M3.7%ETFLowKnoxville, TN2026-10-28
RED Lighthouse Investment Management, LLC
101,066$9.5M2.8%ETFVery LowHillsdale, NY2026-11-02
Tull Financial Group, Inc.
100,210$9.4M3.6%ETFLowChesapeake, VA2026-11-05
Collective Family Office LLC
100,010$9.4M1.9%ETFLowYork, PA2026-10-05
Acima Private Wealth, LLC
98,961$9.3M2.7%ETFVery LowRichmond, VA2026-10-05
Ashton Thomas Private Wealth, LLC
98,503$9.3M0.2%CoreMediumScottsdale, AZ2026-11-03
Hudson Capital Management LLC
97,903$9.2M2.3%ValueLowRamsey, NJ2026-10-20
Axxcess Wealth Management, LLC
97,621$9.2M0.4%CoreLowCarlsbad, CA2026-10-21
Chris Bulman Inc
97,295$9.1M3.2%ETFLowRoseville, CA2026-10-20
Haven Private, LLC
96,608$9.1M3.6%ETFMediumOrlando, FL2026-10-27
Cypress Point Wealth Management, LLC
95,361$9.0M0.9%ETFLowDallas, TX2026-11-03
Align Financial, LLC
95,191$8.9M4.3%ETFVery LowHermantown, MN2026-10-16
Henderson Brothers Financial Partners, LLC
94,657$8.9M3.2%ETFN/APittsburgh, PA2026-11-03
Financial Futures Ltd Liability Co.
94,232$8.9M3.3%ETFLowBrielle, NJ2026-10-13
Avant Financial Advisors LLC
94,070$8.8M5.4%ETFVery LowAustin, TX2026-11-02
Broadway Wealth Solutions, Inc.
92,198$8.7M3.9%ETFVery LowSan Antonio, TX2026-10-21
46 Peaks LLC
91,715$8.6M5.5%ETFVery LowNewtown, PA2026-11-03
Independence Bank of Kentucky
90,241$8.5M0.9%GrowthLowOwensboro, KY2026-10-26
Gainline Financial Partners, LLC
89,668$8.4M7.3%ETFN/ALouisville, CO2026-10-15
Harbor Group, Inc.
89,558$8.4M1.0%ETFVery LowBedford, NH2026-10-14
Shore Point Advisors, LLC
89,361$2.9M0.9%ETFLowBrielle, NJ2026-10-14
White Pine Investment Co
87,945$8.3M5.2%ETFVery LowLivonia, MI2026-10-15
Kings Path Partners LLC
86,811$8.2M2.1%ETFVery LowSugar Land, TX2026-10-21
Flagstone Financial Management
86,355$8.1M1.8%ETFVery LowLincoln, NE2026-11-05
Integrity Investment Advisors, LLC
84,272$7.9M3.1%ETFMediumFort Collins, CO2026-11-03
Brookstone Capital Management
83,278$7.8M0.1%ETFMediumWheaton, IL2026-10-22
Greenspring Advisors, LLC
81,890$7.7M0.3%ETFVery LowTowson, MD2026-11-05
LexAurum Advisors, LLC
81,783$7.7M0.9%ETFLowOverland Park, KS2026-10-19
Strategic Blueprint, LLC
81,530$7.7M0.4%ETFLowAtlanta, GA2026-10-22
Sylvest Advisors, LLC
81,312$7.6M3.4%ETFMediumDallas, TX2026-10-26
StrongBox Wealth, LLC
81,034$7.6M2.0%GrowthLowLee'S Summit, MO2026-11-02
Trace Wealth Advisors, LLC
80,713$7.6M5.7%ETFVery LowLos Angeles, CA2026-10-30
Trellis Wealth Advisors LLC
80,391$7.6M2.5%ETFVery LowSan Luis Obispo, CA2026-10-19
Waterfront Wealth Inc.
79,699$7.1M1.1%ValueLowOverland Park, KS2026-11-03
EnRich Financial Partners LLC
79,650$7.5M1.8%ETFVery LowMadison, WI2026-10-21
Riversedge Advisors, LLC
78,803$7.4M0.9%ETFMediumWilmington, DE2026-10-09
Grove Bank & Trust
78,367$7.4M0.7%ETFLowMiami, FL2026-10-08
AWM Capital, LLC
77,960$7.3M0.5%ETFLowPhoenix, AZ2026-10-16
Redw Wealth LLC
77,895$7.3M2.7%ETFLowAlbuquerque, NM2026-11-02
Signature Resources Capital Management, LLC
77,372$7.3M3.1%ETFLowNewport Beach, CA2026-10-16
Cherry Tree Wealth Management, LLC
77,112$7.3M1.4%ETFVery LowMinnetonka, MN2026-10-15
Lifestyle Asset Management, Inc.
77,096$7.2M1.8%ETFHighFriendswood, TX2026-10-20
Wilkerson Advisory Group LLC
76,713$7.2M2.2%ETFMediumColumbia, MO2026-10-20
Arwa LLC
76,397$7.1M2.6%ETFMediumFort Worth, TX2026-10-21
Invariant Investment Management
75,916$7.2M4.2%ETFLowCamp Hill, PA2026-10-08
Stonehearth Capital Management, LLC
75,229$7.1M2.4%ETFMediumDanvers, MA2026-10-13
Cedar Point Capital Partners, LLC
74,426$7.0M4.0%ETFMediumCedar Rapids, IA2026-10-29
Richmond Investment Services, LLC
73,929$7.0M2.2%ETFLowMequon, WI2026-10-29
Apollon Financial, LLC
73,329$6.9M0.8%ETFVery LowMount Pleasant, SC2026-10-23
Glenview Trust Co
72,650$6.8M0.1%GrowthVery LowLouisville, KY2026-10-28
Wedmont Private Capital
72,515$6.8M0.2%IndexVery LowWest Chester, PA2026-10-09
Fortitude Family Office, LLC
72,265$6.8M1.2%ETFMediumScottsdale, AZ2026-10-14
Koshinski Asset Management, Inc.
71,915$6.8M0.4%ETFLowDecatur, IL2026-10-29
Hutchens & Kramer Investment Management Group, LLC
71,675$6.7M2.0%ETFLowIndianapolis, IN2026-10-16
Breakwater Capital Group
69,083$6.5M0.8%ETFLowParamus, NJ2026-10-09
Physician Wealth Solutions Inc.
68,940$6.5M2.6%ETFLowNorth Las Vegas, NV2026-10-14
Financial Symmetry Inc
68,897$6.5M2.1%ETFVery LowRaleigh, NC2026-10-06
Global Strategic Investment Solutions, LLC
67,873$6.4M0.6%ETFLowScottsdale, AZ2026-10-16
Telos Capital Management, Inc.
67,505$6.3M0.6%CoreLowSan Diego, CA2026-11-02
Defined Wealth Management, LLC
67,221$6.3M3.2%ETFLowBeaverton, OR2026-10-19
Level Financial Advisors
66,724$6.3M1.4%ETFLowEast Amherst, NY2026-10-13
Andrews Advisory Associates, LLC
65,800$6.2M2.9%ETFLowHonolulu, HI2026-10-15
CoreCap Advisors, LLC
65,138$6.1M0.2%ETFMediumSouthfield, MI2026-10-08
Frankly Finances, LLC
63,772$6.0M4.7%ETFVery LowWinter Park, FL2026-10-28
Bauman Advisory Group, LLC
63,705$6.0M3.0%ETFMediumLas Vegas, NV2026-10-29
AMI Investment Management Inc
63,682$6.0M1.2%ETFLowKendallville, IN2026-10-27
Greenwood Capital Associates LLC
63,361$6.0M0.6%CoreMediumGreenwood, SC2026-10-27
WealthPLAN Partners, LLC
62,324$5.9M1.1%CoreMediumOmaha, NE2026-10-15
Burk Holdings LLC
62,266$5.9M2.0%ETFVery LowTulsa, OK2026-11-05
Chicago Partners Investment Group LLC
61,868$5.4M0.1%GARPLowChicago, IL2026-10-27
Great Point Wealth Advisors, LLC
61,445$5.8M0.9%ETFVery LowBoston, MA2026-10-15
ARQ Wealth Advisors, LLC
61,392$5.8M0.7%ETFLowScottsdale, AZ2026-10-29
Bellecapital International Ltd.
61,092$5.7M0.8%GrowthMediumZurich, Switzerland2026-10-21
Canvas Wealth Advisors, LLC
61,041$5.4M0.7%GrowthLowShawnee, KS2026-11-02
Sensenig Capital Advisors, Inc
60,479$5.7M5.1%ETFLowCollegeville, PA2026-10-23
Factor Wealth Management LTD
60,430$5.7M0.9%ETFLowChicago, IL2026-10-08
Perigon Wealth Management, LLC
59,652$5.6M0.1%GrowthLowSan Francisco, CA2026-10-22
Moneco Advisors, LLC
59,238$5.6M0.3%ETFLowFairfield, CT2026-11-05
Titleist Asset Management, LLC
58,524$5.5M0.4%ETFLowSan Antonio, TX2026-10-08
Fairway Financial, LLC
58,158$5.5M3.4%ETFMediumCasselberry, FL2026-10-20
Cap Partners, LLC
58,013$5.5M2.5%ETFLowFranklin, TN2026-10-19
Ferguson Johnson Wealth Management Inc
56,804$5.3M3.9%ETFVery LowRockville, MD2026-11-05
Larson Financial Group LLC
56,767$5.3M0.1%GrowthLowSt Louis, MO2026-11-05
Oppenheimer & Co Inc
55,813$5.2M0.1%CoreLowNew York, NY2026-10-26
Koesten, Hirschmann & Crabtree, Inc.
55,307$5.2M2.2%ETFVery LowOverland Park, KS2026-10-13
Spectrum Advisors, Inc.
55,179$5.2M3.6%N/AN/APlano, TX2026-11-03
Mraz, Amerine & Associates, Inc.
54,900$5.2M0.8%Deep ValueLowModesto, CA2026-10-30
Interchange Capital Partners, LLC
54,259$5.1M0.9%GrowthLowPittsburgh, PA2026-10-28
Jnba Financial Advisors
53,859$5.1M0.4%ETFMediumBloomington, MN2026-11-03
Verus Wealth Management, LLC
53,418$5.0M3.2%ETFLowDe Pere, WI2026-10-13
Sentinel Pension Advisors, LLC
53,110$5.0M0.6%ETFLowWakefield, MA2026-11-02
Activest Wealth Management
51,615$4.9M0.9%ETFLowAventura, FL2026-10-15
RVW Wealth, LLC
51,528$4.8M0.3%ETFVery LowLos Angeles, CA2026-10-06
EverSource Wealth Advisors, LLC
51,339$4.8M0.2%CoreMediumBirmingham, AL2026-11-04
Adelphi Trust Co
50,620$4.8M3.1%GrowthLowSaint Petersburg, FL2026-10-05
Prevail Innovative Wealth Advisors, LLC
49,991$4.7M0.6%CoreVery HighLeawood, KS2026-10-20
Dynamic Advisor Solutions LLC
49,947$4.7M0.1%ETFLowPhoenix, AZ2026-10-13
Prospera Financial Services Inc
49,133$4.2M0.1%CoreMediumDallas, TX2026-11-04
Tandemgrowth Financial Advisors LLC
48,980$4.6M3.8%ETFVery LowAlpharetta, GA2026-11-05
Sunpointe, LLC
48,426$4.6M1.4%GrowthMediumSt. Louis, MO2026-10-22
Town Capital LLC
47,895$4.5M2.9%ETFHighBel Air, MD2026-11-03
Elyxium Wealth, LLC
47,661$4.5M0.5%GrowthVery LowBeverly Hills, CA2026-10-27
Diversify Wealth Management, LLC
47,339$4.3M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
47,339$4.3M0.1%GrowthLowSandy, UT2026-10-20
Base Wealth Management LLC
46,393$4.4M1.9%ETFMediumLakewood Ranch, FL2026-10-21
AlphaCore Capital LLC
46,117$4.3M0.1%ETFLowLa Jolla, CA2026-11-04
Retirement Guys Formula LLC
45,706$4.3M1.6%CoreMediumMaumee, OH2026-10-26
Armbruster Capital Management, Inc.
45,467$4.3M0.6%ETFVery LowPittsford, NY2026-10-19
Vaquero Private Wealth, LTD
43,853$4.1M0.9%ETFN/ADallas, TX2026-10-27
GFG Capital, LLC
43,129$4.1M1.1%GrowthMediumMiami, FL2026-10-16
Centennial Wealth Advisory LLC
42,031$4.0M0.8%ETFLowTraverse City, MI2026-10-16
Apeiron RIA LLC
41,959$3.9M0.9%ETFMediumDallas, TX2026-10-08
Sierra Ocean, LLC
41,668$3.9M2.4%ETFLowRipon, CA2026-11-03
Family Office Research LLC
41,568$3.9M1.5%ETFLowBethesda, MD2026-10-14
Brady Martz Wealth Solutions, LLC
41,491$3.9M0.6%ETFLowGrand Forks, ND2026-11-05
Paladin Wealth, LLC
41,367$3.9M2.1%CoreLowArden Hills, MN2026-10-23
3 Factor Indexing, LLC
39,865$3.7M3.1%ETFLowSacramento, CA2026-10-15
Rainier Family Wealth Inc
39,759$3.7M1.9%GrowthLowTacoma, WA2026-11-02
J.W. Cole Advisors, Inc.
39,744$3.7M0.1%IndexLowTampa, FL2026-11-05
Visionary Wealth Advisors
39,662$3.7M0.1%ETFLowO'Fallon, IL2026-11-04
Wedbush Securities Inc
39,200$3.7M0.2%CoreLowPasadena, CA2026-10-22
Acorn Creek Capital LLC
38,880$3.7M1.2%ETFLowFort Collins, CO2026-11-05
Kraft, Davis & Associates, LLC
37,825$3.4M0.7%ETFMediumSt. Louis, MO2026-10-21
IFP Advisors, Inc
37,669$3.5M0.1%GrowthLowTampa, FL2026-10-16
Leading Edge Financial Planning LLC
37,608$3.5M0.7%ETFLowKnoxville, TN2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
37,595$3.5M0.2%ETFMediumWestlake, OH2026-10-14
Sprinkle Financial Consultants LLC
37,595$3.5M1.4%ETFLowLittleton, CO2026-10-09
Orba Wealth Advisors, L.L.C.
36,703$3.5M2.9%ETFMediumChicago, IL2026-10-23
Newport Capital Group, LLC
34,906$3.3M2.2%ETFHighRed Bank, NJ2026-10-16
Asset Allocation Strategies LLC
34,897$3.3M0.5%ETFMediumFarmington, MI2026-10-20
Navigoe, LLC
34,601$3.3M1.8%ETFVery LowRedondo Beach, CA2026-11-04
Petros Family Wealth, LLC
34,210$3.2M1.9%GrowthMediumBloomington, MN2026-10-28
William John Sempolinski
33,093$3.1M1.2%MomentumLowEaston, MA2026-10-20
Integrated Advisors Network LLC
32,510$3.1M0.1%GrowthMediumDallas, TX2026-10-20
Aurelius Family Office LLC
32,397$3.0M1.2%ETFVery LowBedford, NH2026-10-23
Friday Financial
32,208$3.0M0.6%ETFVery LowDubuque, IA2026-10-09
Philip James Wealth Mangement, LLC
32,041$3.0M0.3%YieldMediumMilton, GA2026-10-27
Prospect Financial Group LLC
31,685$3.0M2.5%ETFVery LowArlington, VA2026-11-05
Wheels Up Wealth, Inc.
31,597$3.0M2.5%ETFVery LowBenicia, CA2026-10-27
Western Reserve Capital Management, LLC
31,436$3.0M2.1%ETFLowHudson, OH2026-10-14
Lifelong Wealth Advisors, Inc.
31,351$2.9M0.7%ETFLowArden Hills, MN2026-10-19
Equita Financial Network, Inc.
31,319$2.9M0.8%ETFLowFort Washington, PA2026-10-19
Quarry Hill Advisors, LLC
30,994$2.9M1.1%ETFVery LowSt Paul, MN2026-11-04
Stone Summit Wealth LLC
30,841$2.9M0.8%ETFLowMiami, FL2026-10-14
Toth Financial Advisory Corp
30,631$2.9M0.3%CoreLowLeesburg, VA2026-10-08
marrick wealth, LLC
30,159$2.8M2.0%ETFVery LowIrvine, CA2026-10-20
Avestar Capital, LLC
29,567$2.8M0.2%GrowthLowNew York, NY2026-10-28
Sagace Wealth Management LLC
29,555$2.8M1.7%ETFLowSt. Petersburg, FL2026-10-28
Transcendent Capital Group LLC
29,322$2.8M1.1%ETFMediumEdmond, OK2026-10-28
Clear Creek Financial Management, LLC
29,220$2.7M0.2%ETFMediumSilverdale, WA2026-10-28
HMV Wealth Advisors, LLC
28,990$2.7M1.0%ETFVery LowShreveport, LA2026-10-27
Columbia Advisory Partners LLC
28,120$2.6M1.5%ETFMediumSpokane, WA2026-10-15
OpenArc Corporate Advisory, LLC
28,033$2.6M0.0%GrowthLowAtlanta, GA2026-10-21
Holos Integrated Wealth LLC
27,760$2.5M1.1%ETFLowKennett Square, PA2026-10-23
Total Clarity Wealth Management, Inc.
27,740$2.6M0.5%ETFMediumSt. Charles, IL2026-10-26
Signal Advisors Wealth, LLC
27,485$2.6M0.1%ETFLowDetroit, MI2026-10-13
KFG LLC
27,232$2.6M1.7%ETFN/ARapid City, SD2026-11-02
Symmetry Partners, LLC
27,182$2.6M0.1%ETFLowGlastonbury, CT2026-10-27
D.A. Davidson & Co.
26,825$2.5M0.0%CoreLowGreat Falls, MT2026-10-28
AGH Wealth Advisors, LLC
26,722$2.5M1.5%GrowthLowWichita, KS2026-10-26
Uptick Partners, LLC
26,681$2.5M0.3%ETFLowNacogdoches, TX2026-11-04
PKS Advisory Services, LLC
26,060$2.5M0.4%ETFMediumAlbany, NY2026-10-26
Keybank National Association
26,010$2.4M0.0%CoreLowBrooklyn, OH2026-11-04
Clarity Capital Advisors, LLC
25,922$2.4M1.0%ETFVery LowLakewood Ranch, FL2026-10-27
Trilogy Capital Inc.
25,678$2.4M0.1%ETFMediumIrvine, CA2026-10-20
Riverwater Partners LLC
25,542$2.4M0.7%ValueMediumMilwaukee, WI2026-11-03
Kelleher Financial Advisors
25,331$2.4M0.6%CoreMediumNew York, NY2026-10-30
Kachkovsky & Fisher, Inc.
25,272$2.4M2.2%ETFN/ASan Diego, CA2026-10-21
LAM Group, Inc.
25,270$2.4M1.2%ETFVery LowLake Oswego, OR2026-10-26
Signature Equity Partners, LLC
25,105$2.4M0.8%GrowthMediumColumbus, OH2026-10-29
Endeavor Private Wealth, Inc.
25,097$2.4M0.6%ETFMediumTopeka, KS2026-11-05
Private Wealth Management Group, LLC
24,898$2.3M0.5%ETFLowPrinceton, NJ2026-10-19
Fifth Third Securities, Inc.
24,475$2.3M0.1%ETFLowCincinnati, OH2026-10-21
Linscomb Wealth, Inc.
24,227$2.3M0.1%ETFLowHouston, TX2026-11-05
Outbound Financial Inc
24,057$2.3M1.4%ETFLowBoulder, CO2026-10-13
Centerpoint Advisory Group
23,994$2.3M1.4%ETFLowOverland Park, KS2026-10-23
Fermata Advisors, LLC
23,983$2.3M0.4%ETFLowSonoma, CA2026-10-13
Hicks Capital Management LLC
23,347$2.3M1.8%ETFVery LowColumbus, OH2026-10-20
Assetmark, Inc
23,276$2.2M0.0%ETFLowConcord, CA2026-10-21
PFG Advisors
23,262$2.2M0.1%ETFMediumPhoenix, AZ2026-10-16
Evensky & Katz LLC
22,831$2.1M0.3%ETFVery LowCoral Gables, FL2026-10-27
Blvd Private Wealth, LLC
22,718$2.1M1.6%CoreMediumProspect, KY2026-10-14
Asset Dedication, LLC
22,670$2.1M0.1%ETFLowSan Francisco, CA2026-11-03
Herold Advisors, Inc.
22,421$2.1M0.4%CoreLowNew York, NY2026-10-19
Wespac Advisors SoCal, LLC
21,916$2.1M0.4%GrowthMediumPasadena, CA2026-10-13
Balboa Wealth Partners
21,514$2.0M0.3%Agg GrowthMediumScottsdale, AZ2026-10-20
FFG Retirement Advisors LLC
21,505$2.0M1.1%ETFMediumCentennial, CO2026-10-20
Fifth Third Wealth Advisors LLC
21,349$2.0M0.1%IndexVery LowCincinnati, OH2026-10-22
Silvia Mccoll Wealth Management, LLC
21,336$2.0M1.2%CoreVery LowSan Diego, CA2026-10-07
Sharkey, Howes & Javer
20,639$1.9M0.2%ETFMediumDenver, CO2026-10-22
Wealth Management Partners, LLC
20,181$1.9M0.4%Agg GrowthLowTucson, AZ2026-10-21
Atria Investments, Inc
20,089$1.9M0.0%CoreMediumCharlotte, NC2026-10-15
L.K. Benson & Company, P.C.
19,995$1.9M0.6%YieldVery LowTimonium, MD2026-10-23
Sage Rhino Capital LLC
19,481$1.8M0.3%ETFLowMenlo Park, CA2026-10-28
StoneX Group Inc.
19,351$1.8M0.1%ETFMediumNew York, NY2026-11-03
Strategy Asset Managers LLC
19,059$1.8M0.3%CoreLowPasadena, CA2026-10-14
Approach Retirement Advisors, LLC
18,360$1.7M1.3%ETFLowVestavia, AL2026-10-22
Ritholtz Wealth Management
18,330$1.7M0.0%IndexLowNew York, NY2026-11-05
Aerodigm Wealth, LLC
18,200$1.7M0.6%ETFLowLake Oswego, OR2026-10-16
Sovran Advisors, LLC
18,187$1.6M0.1%ETFMediumSan Diego, CA2026-11-02
Allodium Investment Consultants, LLC
18,158$1.7M0.7%ETFVery LowMinneapolis, MN2026-10-14
Hazlett, Burt & Watson, Inc.
17,912$698.0K0.4%CoreVery LowWheeling, WV2026-11-04
Atlas Brown,Inc.
16,624$1.6M0.4%GrowthLowLouisville, KY2026-10-09
Geneva Partners, LLC
16,399$1.5M0.5%MomentumHighLake Geneva, WI2026-10-26
RAM Investment Partners, LLC
15,759$1.5M0.2%ETFLowBellevue, WA2026-10-21
Evanson Financial, LLC
15,754$1.5M0.1%ETFN/AMclean, VA2026-10-23
Narus Financial Partners, LLC
15,413$1.4M0.4%ValueLowSalt Lake City, UT2026-10-19
DBK Financial Counsel, LLC
15,343$1.4M1.2%ETFVery LowCuyahoga Falls, OH2026-10-13
PUREfi Wealth, LLC
15,297$1.4M0.7%GrowthMediumBoston, MA2026-10-19
Flagstar Securities, Inc
15,070$1.4M0.4%ETFVery LowNew York, NY2026-10-15
Hardin Capital Partners, LLC
15,062$1.4M0.7%YieldVery LowGreenville, SC2026-10-09
Well Done, LLC
14,703$1.4M0.2%ETFLowHolland, MI2026-10-20
United Community Bank
14,597$1.4M0.4%CoreLowGreenville, SC2026-10-28
Vannoy Advisory Group, Inc.
14,590$1.4M0.8%ETFVery LowAustin, TX2026-10-13
Verdence Capital Advisors LLC
14,440$1.4M0.1%CoreMediumHunt Valley, MD2026-10-26
Forum Financial Management, LP
14,356$1.3M0.0%ETFLowLombard, IL2026-10-16
Focus Financial Network, Inc.
14,322$1.3M0.0%ETFLowMinneapolis, MN2026-10-14
Parsons Capital Management Inc
14,261$1.3M0.1%CoreLowProvidence, RI2026-10-28
Bayshore Asset Management, LLC
14,243$1.3M0.5%ETFVery LowCoral Gables, FL2026-11-03
Maia Wealth LLC
13,781$1.3M0.2%ETFMediumDenver, CO2026-10-19
Trademark Financial Management, LLC
13,748$1.3M0.5%ETFMediumBloomington, MN2026-10-23
Pacific Asset Management, LLC
13,718$1.3M0.6%ETFVery LowGig Harbor, WA2026-10-15
Creative Financial Designs Inc
13,633$1.3M0.1%ETFMediumKokomo, IN2026-11-04
RFG Advisory, LLC
13,474$1.3M0.0%ETFMediumBirmingham, AL2026-11-03
Legacy Financial Group, Inc.
12,874$1.2M0.3%ETFLowTulsa, OK2026-10-21
Kuhn & Co Investment Counsel
12,721$1.2M0.7%CoreLowChicago, IL2026-10-29
rebel Financial LLC
12,701$1.2M0.5%N/AVery LowGroveport, OH2026-11-04
Targeted Financial Services LLC
12,392$1.2M0.9%ETFLowSeminole, FL2026-10-19
Ceera Investments, LLC
12,356$1.2M0.4%CoreMediumBellaire, TX2026-11-02
J. Derek Lewis & Associates Inc.
12,309$1.2M0.2%ETFLowNewport Beach, CA2026-11-03
Lauterbach Financial Advisors, LLC
12,194$1.1M0.5%ETFVery LowEl Paso, TX2026-10-21
Omni 360 Wealth, Inc.
11,987$1.1M0.5%ETFLowPlainsboro, NJ2026-10-13
James Investment Research, Inc.
11,917$1.1M0.1%CoreLowAlpha, OH2026-10-22
B. Riley Wealth Advisors, Inc.
11,804$1.1M0.0%GrowthLowMemphis, TN2026-10-13
Elevate Wealth Advisory, Inc
11,576$1.1M0.6%ETFVery LowAthens, GA2026-10-29
Sensible Money, LLC
11,500$1.1M0.3%ETFVery LowScottsdale, AZ2026-10-20
Cullen T Bankers, Inc.
11,493$1.1M0.0%GrowthLowSan Antonio, TX2026-10-28
Legacy Advisory Services, LLC
11,484$1.1M0.8%ETFMediumExton, PA2026-10-20
BAM Wealth Management, LLC
11,464$1.1M0.6%ETFHighLakewood, CO2026-10-15
ARK & TLK Investments, LLC
11,440$1.1M0.3%ETFLowOklahoma City, OK2026-10-20
Creative Capital Management Investments LLC
11,143$1.0M0.2%ETFLowSan Diego, CA2026-10-28
Seed Wealth Management, Inc.
11,080$1.0M0.7%ETFMediumEvanston, IL2026-10-20
Fortress Financial Solutions, LLC
10,843$1.0M0.9%ETFLowTucson, AZ2026-10-14
Ifrah Financial Services, Inc.
10,708$1.0M0.3%ETFLowLittle Rock, AR2026-10-13
Nemes Rush Group LLC
10,351$973.2K0.1%CoreVery LowNovi, MI2026-11-04
Sheets Smith Wealth Management
10,123$951.8K0.1%CoreLowWinston-Salem, NC2026-10-16
Krilogy Financial LLC
10,115$943.4K0.0%GrowthLowSt. Louis, MO2026-10-13
F&V Capital Management, LLC
9,975$938.0K0.3%ValueLowBoca Raton, FL2026-10-19
Dixon Fnancial Services, Inc.
9,908$931.5K0.4%ETFVery LowLafayette, CA2026-10-23
Arsenal Capital Advisors LLC
9,904$931.2K0.5%GrowthLowConshohocken, PA2026-11-02
Hoxton Planning & Management, LLC
9,903$931.1K0.2%ETFLowShepherdstown, WV2026-10-15
USAdvisors Wealth Management, LLC
9,870$927.0K1.1%ETFLowEden Prairie, MN2026-10-21
Vicus Capital
9,688$910.9K0.1%ETFMediumState College, PA2026-11-05
Santori & Peters, Inc.
9,438$887.3K0.2%GrowthVery LowCanonsburg, PA2026-10-26
Balefire, LLC
9,189$864.0K0.1%ETFMediumDallas, TX2026-10-09
R2 Capital Strategies, LLC
9,161$861.3K0.4%ETFN/ALincoln, NE2026-10-15
Accurate Wealth Management, LLC
9,084$843.3K0.1%CoreMediumWesley Chapel, FL2026-10-20
Independent Financial Group, LLC
9,016$847.7K0.0%GrowthLowSan Diego, CA2026-10-13
Wealth Preservation Advisors, LLC
8,955$841.9K0.4%CoreLowChattanooga, TN2026-11-05
Belleair Asset Management, LLC
8,539$802.8K0.7%ETFVery LowBelleair Bluffs, FL2026-11-03
Private Trust Co NA
8,450$794.5K0.1%CoreLowCleveland, OH2026-10-20
Elevation Wealth Management LLC
8,306$780.9K0.5%Agg GrowthLowEden Prairie, MN2026-11-02
Investmark Advisory Group LLC
8,279$778.5K0.3%ETFVery LowShelton, CT2026-10-27
Crusonia Wealth Advisors LLC
8,196$770.6K0.1%ETFVery LowDenver, CO2026-10-26
CogentBlue Wealth Advisors, LLC
8,188$769.8K0.7%ETFLowKnoxville, TN2026-10-09
Acorn Financial Advisory Services Inc
8,187$769.7K0.1%ETFMediumReston, VA2026-11-02
Missouri Trust & Investment Co
8,030$756.8K0.2%CoreVery LowSpringfield, MO2026-11-04
Lantern Wealth Advisors, LLC
7,984$750.7K0.3%GrowthLowMelville, NY2026-10-22
BIP Wealth, LLC
7,905$743.2K0.0%ETFMediumAtlanta, GA2026-10-22
Beacon Financial Advisory LLC
7,837$736.8K0.1%ETFLowCleveland, OH2026-10-16
Compass Ion Advisors, LLC
7,629$717.3K0.1%ETFVery LowConshohocken, PA2026-10-23
Wealthcare Advisory Partners LLC
7,556$710.4K0.0%ETFLowWest Chester, PA2026-10-21
CFS Investment Advisory Services, LLC
7,552$726.0K0.0%ETFMediumTotowa, NJ2026-10-19
Ridgeline Wealth, LLC
7,533$699.2K0.4%ETFVery LowMesa, AZ2026-10-14
Sowell Financial Services LLC
7,532$708.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
Cambridge Financial Group, LLC
7,465$720.3K0.2%ETFLowTucson, AZ2026-10-06
HBW Advisory Services LLC
7,463$701.7K0.1%ETFMediumSimi Valley, CA2026-10-15
Envision Financial LLC
7,448$700.3K0.3%ETFLowBrookfield, WI2026-10-15
Vista Investment Partners II, LLC
7,425$698.1K0.3%CoreMediumRichmond, IN2026-10-15
Tsfg, LLC
7,329$689.0K0.4%ETFLowLake Forest, IL2026-10-23
Bison Wealth, LLC
7,176$669.3K0.1%GrowthMediumAtlanta, GA2026-10-13
Willow Creek Wealth Management Inc.
7,149$672.2K0.0%ETFVery LowSebastopol, CA2026-10-26
Ignite Planners, LLC
7,041$676.4K0.1%CoreLowSan Clemente, CA2026-10-14
Signature Estate & Investment Advisors LLC
6,951$653.5K0.0%ETFMediumLos Angeles, CA2026-10-13
CWA Asset Management Group, LLC
6,908$649.5K0.0%CoreMediumNaples, FL2026-10-19
Foundry Financial LLC
6,745$634.2K0.2%ETFMediumPasadena, CA2026-10-16
Aprio Wealth Management, LLC
6,666$626.8K0.0%ETFMediumAtlanta, GA2026-10-28
Flagship Harbor Advisors, LLC
6,665$626.6K0.0%ETFMediumBoston, MA2026-10-26
Milestone Asset Management Group, LLC
6,645$624.8K0.3%ETFVery LowAvon, CT2026-10-20
Bannerman Wealth Management Group, LLC
6,628$623.1K0.4%ETFVery LowLewisville, TX2026-10-09
Austin Asset Management Co Inc
6,569$617.6K0.1%ETFVery LowAustin, TX2026-10-29
Prosperitas Financial LLC
6,415$603.1K0.2%GrowthLowValencia, CA2026-10-28
Kaufman Rossin Wealth, LLC
6,301$592.4K0.2%ETFLowMiami, FL2026-10-19
US Bancorp \de\
6,194$582.4K0.0%IndexLowMinneapolis, MN2026-11-05
Asempa Wealth Advisors
6,141$577.6K0.4%ETFLowBaton Rouge, LA2026-10-07
Kingswood Wealth Advisors, LLC
6,015$565.5K0.0%GrowthLowSan Diego, CA2026-10-23
Tempus Wealth Planning, LLC
5,946$559.1K0.1%ETFMediumIrvine, CA2026-10-14
West Wealth Group, LLC
5,804$545.7K0.1%ETFMediumIrvine, CA2026-10-14
Family Investment Center, Inc.
5,781$543.6K0.1%ETFMediumSaint Joseph, MO2026-10-19
Foster Group, Inc.
5,728$538.6K0.0%ETFVery LowUrbandale, IA2026-10-13
Squire Investment Management Company, LLC
5,678$533.8K0.1%ETFVery LowOrem, UT2026-11-03
Freedom Day Solutions, LLC
5,537$520.6K0.1%CoreLowHouston, TX2026-10-20
Riverchase Wealth Management, LLC
5,521$519.1K0.3%ETFMediumFlower Mound, TX2026-10-28
Anchor Capital Advisors LLC
5,437$511.2K0.0%ValueMediumBoston, MA2026-11-05
National Wealth Management Group, LLC
5,397$507.4K0.1%ETFMediumCincinnati, OH2026-10-26
Abacus Planning Group, Inc.
5,346$502.6K0.1%ETFLowColumbia, SC2026-11-02
Andrews, Lucia Wealth Management LLC
5,340$502.1K0.3%ETFVery LowDanville, CA2026-11-02
High Net Worth Advisory Group LLC
5,324$500.6K0.1%ETFVery LowNaples, FL2026-10-26
GSG Advisors LLC
5,317$499.9K0.1%ETFVery LowMount Laurel, NJ2026-11-03
Latitude Advisors, LLC
5,310$499.3K0.2%ETFLowYorkville, IL2026-10-27
Decker Retirement Planning Inc.
5,267$495.2K0.2%Agg GrowthVery HighLevi, UT2026-10-19
Innova Wealth Partners
5,168$485.9K0.2%ETFHighNewtown, PA2026-10-21
UMB Private Wealth Management, LLC
5,083$477.9K0.5%GrowthN/AKansas City, MO2026-10-19
International Assets Investment Management, LLC
4,981$468.5K0.0%CoreVery HighOrlando, FL2026-11-02
Aspiriant, LLC
4,965$466.8K0.0%ETFVery LowLos Angeles, CA2026-10-16
Kooman & Associates
4,742$445.8K0.1%ETFLowAltoona, PA2026-10-21
Heritage Investment Group, Inc.
4,716$443.4K0.1%ETFVery LowPompano Beach, FL2026-11-03
Facet Wealth, Inc.
4,598$432.3K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Avidian Wealth Enterprises, LLC
4,551$427.9K0.0%ETFLowHouston, TX2026-10-08
Saxony Capital Management, LLC
4,507$423.7K0.2%ETFMediumSt. Louis, MO2026-10-15
Thayer Financial, L.L.C.
4,487$422.0K0.4%ETFMediumHickory, NC2026-10-21
A4 Wealth Advisors LLC
4,451$418.5K0.3%ETFHighHuntersville, NC2026-10-20
Centurion Wealth Management LLC
4,431$416.6K0.1%ETFMediumMclean, VA2026-10-13
MBE Wealth Management, LLC
4,424$415.9K0.1%ETFVery LowTomah, WI2026-10-26
SpringVest Wealth Management LLC
4,391$412.8K0.3%ETFLowDallas, TX2026-10-27
Emprise Bank
4,349$408.9K0.2%ETFVery LowWichita, KS2026-10-07
Westside Investment Management, Inc.
4,312$407.0K0.1%GrowthLowSanta Monica, CA2026-11-02
Carrera Capital Advisors
4,302$404.5K0.1%ETFMediumTroy, MI2026-11-03
Sanchez Gaunt Capital Management, LLC
4,291$403.4K0.2%ETFN/AReno, NV2026-11-03
Daymark Wealth Partners, LLC
4,206$395.4K0.0%CoreLowCincinnati, OH2026-11-04
Meredith Wealth Planning
4,164$391.5K0.1%ETFLowMaryville, IL2026-10-14
Moisand Fitzgerald Tamayo, LLC
4,140$389.2K0.0%ETFVery LowOrlando, FL2026-10-15
Accredited Investors Inc.
4,125$387.8K0.0%ETFLowEdina, MN2026-11-03
Harbor Investment Advisory, LLC
4,110$386.4K0.0%GrowthLowLutherville, MD2026-10-13
Madrid Wealth Management, LLC
3,977$373.9K0.2%ETFLowAlbuquerque, NM2026-10-23
Parkside Financial Bank & Trust
3,960$372.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
McMill Wealth Management
3,936$370.1K0.1%Deep ValueHighNorfolk, NE2026-11-05
POM Investment Strategies, LLC
3,931$369.6K0.3%ETFVery HighRaleigh, NC2026-10-20
Kingdom Financial Group Llc.
3,794$356.7K0.1%ETFMediumPeoria, AZ2026-11-04
Trust Co
3,787$356.1K0.0%ETFVery LowManhattan, KS2026-10-09
SeaCrest Wealth Management, LLC
3,775$354.9K0.0%GrowthLowPurchase, NY2026-10-21
Entrewealth, LLC
3,774$354.8K0.1%ETFLowAustin, TX2026-10-14
Vilga Financial Planning LLC
3,756$353.1K0.2%ETFVery LowFair Lawn, NJ2026-10-09
Mesirow Financial Investment Management, Inc.
3,738$351.4K0.0%CoreLowChicago, IL2026-11-05
Pinnacle Bancorp, Inc.
3,725$350.2K0.1%CoreVery LowBeatrice, NE2026-10-21
Brown Financial Advisory
3,706$348.4K0.1%ETFVery LowFairhope, AL2026-11-05
Ballew Advisors, Inc
3,706$353.6K0.2%ETFLowJackson, MS2026-10-05
PCG Asset Management, LLC
3,701$347.9K0.2%ETFVery LowGladstone, NJ2026-11-05
Busey Bank
3,677$345.7K0.0%GrowthVery LowUrbana, IL2026-10-26
Citizens Financial Group Inc
3,645$342.7K0.0%GrowthLowProvidence, RI2026-10-23
Rose Capital Advisors LLC
3,638$342.0K0.1%ETFN/AMiami Beach, FL2026-11-04
Avion Wealth
3,610$339.0K0.5%ETFLowThe Woodlands, TX2026-11-04
Orrstown Financial Services Inc
3,563$335.0K0.1%ETFLowHarrisburg, PA2026-10-14
Naples Global Advisors, LLC
3,459$325.2K0.0%CoreVery LowNaples, FL2026-11-05
Mayfair Advisory Group, LLC
3,438$323.3K0.1%ETFLowBirmingham, AL2026-10-20
WealthPoint Financial, LLC
3,433$322.8K0.2%ETFMediumCramerton, NC2026-11-03
Ejmk Ventures LLC
3,428$322.3K0.1%GrowthMediumItasca, IL2026-10-21
Nova R Wealth, Inc.
3,394$319.1K0.1%ETFLowOverland Park, KS2026-10-26
Beverly Hills Private Wealth, LLC
3,389$318.7K0.1%ValueMediumBeverly Hills, CA2026-11-04
Jacobi Capital Management LLC
3,388$318.6K0.0%CoreLowPittston, PA2026-11-05
Parcion Private Wealth LLC
3,383$318.1K0.0%CoreMediumBellevue, WA2026-10-28
Tufton Capital Management
3,378$317.0K0.1%CoreVery LowHunt Valley, MD2026-10-20
King Luther Capital Management Corp
3,350$315.0K0.0%CoreLowFort Worth, TX2026-11-05
Synergy Asset Management, LLC
3,303$310.5K0.0%GrowthHighVancouver, WA2026-11-05
Kroeger Financial Partners
3,277$308.1K0.3%ETFN/AGrass Valley, CA2026-10-19
Regions Financial Corp
3,228$303.5K0.0%CoreLowBirmingham, AL2026-11-05
Mainsail Asset Management, LLC
3,210$308.6K0.1%ETFMediumBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
3,186$299.5K0.2%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
3,186$299.5K0.2%ETFVery LowBirmingham, AL2026-10-14
RHL Group, LLC
3,181$299.1K0.2%ETFVery HighHolly, MI2026-11-04
Thrive Wealth Management, LLC
3,033$285.2K0.0%ETFVery LowAudubon, PA2026-10-13
Pioneer Wealth Management Group
2,991$281.2K0.1%ETFLowAustin, TX2026-10-09
Revolve Wealth Partners, LLC
2,902$272.8K0.0%ETFVery LowHackensack, NJ2026-10-23
Allspring Global Investments Holdings, LLC
2,899$275.8K0.0%CoreMediumCharlotte, NC2026-11-04
LongView Wealth Management
2,895$272.1K0.1%ETFLowAtlanta, GA2026-10-19
Jm2 Capital Inc.
2,859$268.8K0.2%GrowthVery LowEdmond, OK2026-10-14
Alkeme Wealth, LLC
2,802$263.4K0.1%ValueLowScottsdale, AZ2026-10-08
Petersen Hastings Wealth Advisors Inc.
2,784$261.8K0.0%ETFLowKennewick, WA2026-10-27
Advisory Solutions Group, LLC
2,731$256.7K0.1%ETFN/APlymouth, MN2026-10-14
AdvisorNet Financial, Inc
2,730$248.5K0.0%ETFLowMinnetonka, MN2026-10-15
Equity Wealth Partners, LLC
2,671$251.1K0.1%ETFVery LowIndependence, MO2026-10-26
E6 Portfolios, LLC
2,653$249.4K0.2%ETFLowMidvale, UT2026-10-26
Cogent Strategic Wealth LLC
2,641$248.3K0.2%ETFLowChicago, IL2026-10-22
Meridian Wealth Management, LLC
2,618$246.1K0.0%GrowthLowLexington, KY2026-11-05
Mann Financial Group, Inc.
2,611$245.5K0.2%ETFLowDetroit Lakes, MN2026-10-15
Cornerstone Management, Inc.
2,560$240.7K0.0%ETFVery LowDuluth, GA2026-10-16
Tenzing Financial LLC
2,557$228.7K0.2%ETFVery LowWilliamsburg, VA2026-11-03
Gerber Kawasaki Wealth & Investment Management
2,552$240.0K0.0%ETFLowSanta Monica, CA2026-10-29
GEM Asset Management, LLC
2,550$239.8K0.1%ETFLowPlymouth, MI2026-10-13
First Heartland Consultants, Inc.
2,482$233.4K0.0%ETFMediumLake St. Louis, MO2026-10-08
Landmark Wealth Management, Inc.
2,418$227.3K0.1%ETFLowNormal, IL2026-11-04
Clark Asset Management, LLC
2,409$226.5K0.0%ETFVery LowStratham, NH2026-10-19
Midwest Financial Network, LLC
2,407$226.3K0.2%ETFHighTinley Park, IL2026-10-13
Farmers & Merchants Investments Inc
2,400$225.6K0.0%CoreVery LowLincoln, NE2026-10-22
First Citizens Bank & Trust Co
2,381$223.9K0.0%CoreMediumRaleigh, NC2026-10-14
Everhart Financial Group, Inc.
2,371$222.9K0.0%ETFLowDublin, OH2026-10-08
Fiduciary Financial Group, LLC
2,347$220.7K0.0%ETFLowSan Rafael, CA2026-10-13
Sigma Planning Corp
2,290$215.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Clarity Wealth Development LLC
2,251$211.6K0.1%ETFLowCorvallis, OR2026-10-22
Global Trust Wealth Management LLC
2,211$207.9K0.1%ETFMediumWest Palm Beach, FL2026-10-14
Guyasuta Investment Advisors Inc
2,206$207.4K0.0%CoreVery LowPittsburgh, PA2026-10-15
Kennebec Savings Bank
2,195$206.4K0.2%CoreLowAugusta, ME2026-10-22
Hedeker Wealth, LLC
2,191$206.0K0.0%GrowthLowLincolnshire, IL2026-10-23
Granite Islands Private Wealth, LLC
2,176$204.6K0.1%GrowthLowGuilford, CT2026-10-16
Rinkey Investments
2,134$200.7K0.0%ETFLowSan Diego, CA2026-10-28
Chapin Davis, Inc.
2,132$200.5K0.0%GrowthHighBaltimore, MD2026-10-09
Root Financial Partners, LLC
2,096$197.1K0.0%ETFMediumEncinitas, CA2026-10-21
McCarley & Cook Financial Planners
1,913$179.9K0.1%ETFLowCincinnati, OH2026-10-21
Peck Wealth Management, LLC
1,675$157.5K0.1%ETFLowWhite Plains, NY2026-10-29
Chilton Capital Management LLC
1,645$154.7K0.0%GrowthMediumHouston, TX2026-10-28
Salomon & Ludwin, LLC
1,338$125.8K0.0%ETFVery LowRichmond, VA2026-10-29
TFC Financial Management, Inc.
1,327$124.8K0.0%ETFVery LowBoston, MA2026-10-26
Ares Financial Consulting, LLC
1,327$124.8K0.1%CoreLowCalabasas, CA2026-10-19
Brown, Lisle Ings, Inc.
1,266$119.0K0.0%CoreVery LowProvidence, RI2026-10-16
Glass Jacobson Investment Advisors llc
1,233$115.9K0.0%ETFLowOwings Mills, MD2026-10-26
Bank of New Hampshire
1,123$105.6K0.0%CoreLowLaconia, NH2026-10-06
Valley National Advisers Inc
1,093$102.8K0.0%ETFLowBethlehem, PA2026-10-23
Mather Group, Llc.
1,055$99.2K0.0%ETFMediumChicago, IL2026-10-14
Rossby Financial, LCC
997$93.7K0.0%ETFMediumMelbourne, FL2026-11-05
MidAtlantic Capital Management, Inc.
879$82.7K0.0%ETFVery LowRichmond, VA2026-11-05
Spire Wealth Management
843$79.3K0.0%GrowthMediumMclean, VA2026-10-30
MeadowBrook Investment Advisors LLC
838$73.1K0.1%CoreLowLivonia, MI2026-10-29
Ascentis Independent Advisors
836$78.6K0.0%ETFLowDallas, TX2026-11-03
Nova Financial LLC
813$76.4K0.0%N/AN/ATucson, AZ2026-11-04
Capital Investment Advisory Services, LLC
796$74.9K0.0%CoreMediumRaleigh, NC2026-10-30
Lanark Financial, Inc.
763$71.7K0.0%CoreMediumBirmingham, AL2026-10-26
Team Financial Group, LLC
712$66.9K0.0%ETFLowTemecula, CA2026-10-30
Abound Wealth Management
652$61.3K0.0%ETFVery LowFranklin, TN2026-10-26
TD Waterhouse Canada Inc.
600$54.6K0.0%CoreLowToronto, Australia2026-10-16
Evolution Wealth Management Inc.
508$47.8K0.0%ETFMediumFort Myers, FL2026-10-28
Key FInancial Inc
480$45.1K0.0%ETFLowWest Chester, PA2026-11-02
Barrett & Company, Inc.
447$42.0K0.0%ETFLowProvidence, RI2026-10-22
First Community Trust NA
443$41.7K0.0%GrowthLowDubuque, IA2026-10-07
NorthAvenue LLC
413$38.8K0.0%ETFVery LowColumbus, OH2026-10-29
Investors Research Corp
411$38.6K0.0%ETFLowAtlanta, GA2026-10-07
Gamma Investing LLC
377$35.4K0.0%IndexVery LowFoster City, CA2026-10-08
Bfsg, LLC
369$34.7K0.0%CoreLowIrvine, CA2026-10-30
Intesa Sanpaolo Wealth Management
300$28.2K0.0%GrowthMediumLuxembourg, Netherlands2026-10-28
Blue Trust, Inc.
288$27.1K0.0%ETFLowBrentwood, TN2026-10-15
Triumph Capital Management
281$26.5K0.0%ETFMediumDenver, CO2026-10-14
JFS Wealth Advisors, LLC
276$26.0K0.0%ETFVery LowHermitage, PA2026-11-03
Beacon Investment Advisory Services, Inc.
274$25.8K0.0%GrowthLowMorristown, NJ2026-10-13
Gen-Wealth Partners Inc
272$25.6K0.0%CoreLowZeeland, MI2026-11-04
Cranbrook Wealth Management, LLC
246$23.1K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Ascentis Wealth Management, LLC
227$21.5K0.0%Agg GrowthLowDallas, TX2026-11-03
Comprehensive Financial Planning, Inc.
226$21.3K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
DecisionPoint Financial, LLC
214$20.1K0.0%ETFVery LowMesa, AZ2026-10-27
Angeles Wealth Management, LLC
200$18.8K0.0%ETFLowSanta Monica, CA2026-10-26
GHP Investment Advisors, Inc.
189$17.8K0.0%CoreVery LowDenver, CO2026-10-15
Silver Grove Financial Group, Inc.
187$17.6K0.0%CoreMediumOrchard Park, NY2026-11-05
Oakworth Capital, Inc.
178$16.7K0.0%ETFLowBirmingham, AL2026-10-26
Key Capital Management, Inc
177$16.6K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
1620 Investment Advisors, Inc.
170$16.0K0.0%ValueLowPlymouth, MA2026-11-04
SBI Securities Co., Ltd.
166$15.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Country Trust Bank
163$15.3K0.0%GrowthLowBloomington, IL2026-10-30
GGM Financial LLC
152$14.3K0.0%ETFMediumColumbus, OH2026-11-05
Raleigh Capital Management Inc.
142$13.4K0.0%CoreMediumCary, NC2026-10-28
Global Trust Asset Management, LLC
137$12.9K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Monetary Solutions, Ltd
125$11.8K0.0%ETFVery LowDayton, OH2026-10-22
Citigroup Inc
124$11.7K0.0%CoreMediumNew York, NY2026-11-04
Midwest Capital Advisors, LLC
118$11.1K0.0%ETFHighGrand Rapids, MI2026-11-04
Montgomery Financial Services LLC
114$10.7K0.0%ETFN/AOcean City, MD2026-11-03
Compass Financial Management LLC
103$9.7K0.0%CoreN/ATampa, FL2026-10-30
Cordgrass Capital Advisors, LLC
100$9.4K0.0%CoreLowRaleigh, NC2026-10-30
North Star Investment Management Corp.
79$7.4K0.0%CoreLowChicago, IL2026-10-27
Tounjian Advisory Partners, LLC
75$7.1K0.0%GrowthHighFort Myers, FL2026-11-04
Trust Co of Vermont
75$7.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
American Capital Advisory, LLC
74$7.0K0.0%ETFLowKetchum, ID2026-10-28
James T. Borello RIA
72$6.8K0.0%ETFVery LowEast Dundee, IL2026-10-16
Ashton Thomas Securities, LLC
65$6.1K0.0%ETFMediumRochester, NY2026-10-26
Markowski Investments
59$5.5K0.0%ETFN/ATampa, FL2026-10-30
Realta Investment Advisors
56$5.3K0.0%GrowthMediumWilmington, DE2026-10-14
Golden State Wealth Management, LLC
50$4.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Downshift Financial, LLC
50$4.7K0.0%ETFLowBoulder, CO2026-10-13
Arlington Trust Co LLC
50$4.7K0.0%ETFMediumBirmingham, AL2026-10-20
Birchwood Financial Partners, Inc.
46$4.3K0.0%ETFVery LowBloomington, MN2026-11-02
Pacific Center for Financial Services
43$4.0K0.0%ETFMediumDanville, CA2026-10-15
Networth Advisors, LLC
33$3.1K0.0%ETFMediumCanonsburg, PA2026-11-03
Balance Wealth Partners LLC
31$2.9K0.0%ETFMediumWorthington, OH2026-10-27
Horizon Financial Services, LLC
26$2.4K0.0%ETFLowWinston Salem, NC2026-11-04
CX Institutional
23$20.0%CoreMediumAuburn, IN2026-10-02
First Command Advisory Services, Inc.
22$2.1K0.0%IndexLowFort Worth, TX2026-11-05
Archer Investment Corp
21$2.0K0.0%CoreMediumCarmel, IN2026-11-05
Reyes Financial Architecture, Inc.
17$1.6K0.0%ETFVery HighSan Diego, CA2026-10-22
Halbert Hargrove Global Advisors, LLC
16$1.5K0.0%ETFLowLong Beach, CA2026-10-16
Wilmington Savings Fund Society, FSB
15$1.4K0.0%CoreLowWilmington, DE2026-10-23
NBT Bank, N.A.
12$1.1K0.0%CoreLowNorwich, NY2026-10-21
Pinnacle Wealth Planning Services, Inc.
9$8460.0%GARPLowMansfield, OH2026-10-27
Cape Investment Advisory, Inc.
9$8460.0%ETFLowMcdonough, GA2026-10-13
IMG Wealth Management, Inc.
8$7520.0%ETFMediumJacksonville, FL2026-10-27
Lodestone Wealth Management LLC
8$7740.0%CoreLowSpokane, WA2026-10-14
Provenance Wealth Advisors, LLC
5$4700.0%ETFLowFort Lauderdale, FL2026-10-30