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Avantis International Equity (AVDE)

CUSIP: 025072703 | NYSE | 991 institutional holders

Quarters

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

Bank of New York Mellon Corp6,777,818
0.1% of portfolio›$610.7M
Wealth Enhancement Advisory Services, LLC5,989,042
0.8% of portfolio›$530.2M
Mission Wealth Management, LP3,846,796
5.5% of portfolio›$346.6M
Rockwood Wealth Management, LLC3,301,219
17.9% of portfolio›$297.5M
Vantagepoint Investment Advisers LLC2,856,709
1.9% of portfolio›$257.4M
Fifth Third Bancorp2,802,790
0.4% of portfolio›$252.6M
Maseco LLP2,093,625
5.2% of portfolio›$188.6M
HB Wealth Management, LLC1,767,293
0.8% of portfolio›$159.3M
Prime Capital Investment Advisors, LLC1,704,275
1.5% of portfolio›$153.6M
Gradient Investments LLC1,472,875
1.9% of portfolio›$132.7M
Oak Root LLC1,427,068
14.2% of portfolio›$128.6M
Simplicity Wealth,LLC1,088,598
2.9% of portfolio›$98.1M
Apella Capital, LLC1,087,395
1.2% of portfolio›$97.3M
Greenup Street Wealth Management LLC1,075,938
11.9% of portfolio›$97.0M
GW Henssler & Associates LTD1,047,795
4.1% of portfolio›$94.4M
Diversified Portfolios, Inc.1,038,892
6.4% of portfolio›$93.6M
First National Trust Co978,024
3.1% of portfolio›$88.1M
Parallel Advisors, LLC964,446
1.2% of portfolio›$86.9M
Plancorp, LLC937,662
1.9% of portfolio›$83.6M
Cambridge Investment Research Advisors, Inc.818,330
0.4% of portfolio›$73.7M
Jnba Financial Advisors809,353
5.5% of portfolio›$72.9M
Correct Capital Wealth Management806,667
12.3% of portfolio›$72.7M
HUB Investment Partners, LLC794,919
1.2% of portfolio›$71.6M
Atwood & Palmer Inc789,054
3.7% of portfolio›$71.1M
Kestra Advisory Services, LLC748,701
0.2% of portfolio›$67.5M
JSF Financial, LLC727,387
10.0% of portfolio›$65.5M
Commonwealth Equity Services, LLC707,263
0.1% of portfolio›$63.7M
CGN Advisors LLC679,305
4.7% of portfolio›$61.2M
Creative Planning676,815
0.0% of portfolio›$61.0M
Annex Advisory Services, LLC645,827
1.0% of portfolio›$58.2M
Versant Capital Management, Inc591,192
4.6% of portfolio›$53.3M
Family Investment Center, Inc.543,211
8.1% of portfolio›$48.9M
Quantum Financial Advisors, LLC504,785
4.4% of portfolio›$45.5M
Legacy Financial Strategies, LLC501,128
7.3% of portfolio›$45.2M
Park Avenue Securities LLC461,298
0.7% of portfolio›$41.6M
Visionary Wealth Advisors442,136
1.6% of portfolio›$39.8M
Highland Financial Advisors, LLC428,650
8.2% of portfolio›$38.6M
Ashurst Perkins Coie Trust Co408,900
5.9% of portfolio›$36.8M
Compass Ion Advisors, LLC379,820
2.9% of portfolio›$34.2M
Financial Enhancement Group LLC370,785
3.8% of portfolio›$33.2M
Strategic Blueprint, LLC363,964
1.6% of portfolio›$32.8M
RVW Wealth, LLC356,653
2.1% of portfolio›$32.1M
Indivisible Partners351,120
1.4% of portfolio›$31.6M
55 North Private Wealth, LLC351,064
5.9% of portfolio›$31.6M
Modera Wealth Management, LLC349,716
0.3% of portfolio›$31.5M
Symphony Financial, Ltd. Co.348,237
2.8% of portfolio›$31.6M
Echo Wealth Management, LLC341,572
15.1% of portfolio›$30.8M
Wealthcare Advisory Partners LLC338,022
0.5% of portfolio›$30.5M
Searcy Financial Services Inc335,109
10.8% of portfolio›$30.2M
Pearl Planning LLC334,972
12.5% of portfolio›$30.2M
Krilogy Financial LLC330,236
0.8% of portfolio›$29.6M
SC&H Financial Advisors, Inc.329,378
4.1% of portfolio›$29.7M
Yardley Wealth Management LLC328,571
12.9% of portfolio›$29.6M
ACT Advisors, Llc.325,535
9.5% of portfolio›$29.3M
Central Trust Co321,883
0.5% of portfolio›$29.0M
Heirloom Wealth Management318,868
3.7% of portfolio›$28.7M
B&D White Capital Company, LLC316,289
2.8% of portfolio›$28.5M
RED Lighthouse Investment Management, LLC298,827
8.0% of portfolio›$26.9M
Copper Harbor Investment Advisors, LLC294,863
5.5% of portfolio›$26.6M
Tarbox Family Office, Inc.294,464
3.7% of portfolio›$26.5M
Elyxium Wealth, LLC290,612
2.6% of portfolio›$26.2M
Wilkerson Advisory Group LLC288,952
7.8% of portfolio›$26.0M
Caliber Wealth Management, LLC / KS282,892
2.5% of portfolio›$25.5M
International City Management Association Retirement Corp271,813
5.5% of portfolio›$24.5M
Cannon Financial Strategists, Inc.271,164
2.8% of portfolio›$24.4M
Freedom Financial Partners LLC267,051
7.9% of portfolio›$24.1M
Trellis Wealth Advisors LLC248,018
7.5% of portfolio›$22.3M
EverSource Wealth Advisors, LLC247,287
0.7% of portfolio›$22.3M
Torren Management, LLC240,287
10.8% of portfolio›$21.7M
Independence Bank of Kentucky225,968
2.3% of portfolio›$20.4M
Burton Enright Welch218,388
2.1% of portfolio›$19.7M
Hennion & Walsh Asset Management, Inc.216,952
0.6% of portfolio›$19.5M
Broadway Wealth Solutions, Inc.211,905
8.6% of portfolio›$19.1M
First National Bank Sioux Falls205,851
5.7% of portfolio›$18.5M
WMG Financial Advisors, LLC200,299
6.7% of portfolio›$17.9M
Signature Resources Capital Management, LLC198,056
7.6% of portfolio›$17.8M
Farther Finance Advisors, LLC196,955
0.1% of portfolio›$17.7M
Elevation Wealth Partners, LLC190,450
4.8% of portfolio›$17.2M
Canvas Wealth Advisors, LLC190,174
2.3% of portfolio›$17.1M
Boyum Wealth Architects LLC188,089
6.9% of portfolio›$17.0M
Goldstein Advisors, LLC187,253
1.5% of portfolio›$16.9M
Websterrogers Financial Advisors, LLC184,004
4.4% of portfolio›$16.6M
Activest Wealth Management182,992
3.1% of portfolio›$16.5M
TCI Wealth Advisors, Inc.181,444
0.7% of portfolio›$16.3M
Concurrent Investment Advisors, LLC180,144
0.1% of portfolio›$16.2M
Henderson Brothers Financial Partners, LLC179,708
5.9% of portfolio›$16.2M
Chilton Capital Management LLC179,211
0.5% of portfolio›$16.1M
Lifestyle Asset Management, Inc.178,247
3.9% of portfolio›$16.1M
Bare Financial Services, Inc176,723
3.6% of portfolio›$15.9M
Align Financial, LLC175,768
7.5% of portfolio›$15.8M
StrongBox Wealth, LLC173,065
4.2% of portfolio›$15.6M
FSA Investment Group, LLC171,952
4.9% of portfolio›$15.5M
AWM Capital, LLC170,680
1.1% of portfolio›$15.4M
Marietta Wealth Management, LLC167,296
1.6% of portfolio›$14.9M
Heritage Family Offices, LLP161,576
4.8% of portfolio›$14.6M
Integrity Investment Advisors, LLC149,824
5.3% of portfolio›$13.5M
Advisory Resource Group146,410
1.9% of portfolio›$13.2M
ARQ Wealth Advisors, LLC143,248
1.5% of portfolio›$12.9M
Financial Symmetry Inc143,051
4.1% of portfolio›$12.9M
First Hawaiian Bank142,535
1.6% of portfolio›$12.8M
Milestone Investment Advisors LLC139,578
2.7% of portfolio›$12.6M
Mason & Associates, LLC139,382
2.6% of portfolio›$12.6M
Hutchens & Kramer Investment Management Group, LLC138,199
3.7% of portfolio›$12.5M
True North Advisors, LLC137,090
0.9% of portfolio›$12.4M
Equity Wealth Partners, LLC125,065
3.7% of portfolio›$11.3M
Redw Wealth LLC124,794
4.1% of portfolio›$11.2M
Kestra Private Wealth Services, LLC122,373
0.1% of portfolio›$11.0M
Trace Wealth Advisors, LLC120,786
8.1% of portfolio›$10.9M
Northwest Wealth Management, LLC120,438
1.4% of portfolio›$10.9M
Watchman Group, Inc.118,750
2.5% of portfolio›$10.7M
Perigon Wealth Management, LLC114,330
0.2% of portfolio›$10.3M
Fairway Financial, LLC113,957
6.4% of portfolio›$10.3M
Certified Advisory Corp113,672
0.9% of portfolio›$10.2M
Vista Investment Partners LLC111,541
2.6% of portfolio›$10.1M
Clarity Capital Advisors, LLC110,388
4.1% of portfolio›$9.9M
Able Financial Group, LLC107,931
1.5% of portfolio›$9.7M
Bauman Advisory Group, LLC107,286
4.8% of portfolio›$9.7M
Petros Family Wealth, LLC102,494
5.4% of portfolio›$9.2M
Sage Rhino Capital LLC102,166
1.5% of portfolio›$9.2M
Burk Holdings LLC100,256
3.1% of portfolio›$9.0M
Merited Wealth, LLC100,048
6.3% of portfolio›$9.0M
CoreCap Advisors, LLC99,148
0.3% of portfolio›$8.9M
AGH Wealth Advisors, LLC97,545
5.1% of portfolio›$8.8M
Physician Wealth Solutions Inc.96,708
3.4% of portfolio›$8.7M
Clark Wealth Partners95,782
4.5% of portfolio›$8.6M
Vaquero Private Wealth, LTD95,751
1.8% of portfolio›$8.6M
Elevation Point Wealth Partners, LLC95,547
0.1% of portfolio›$8.6M
Proathlete Wealth Management LLC93,674
1.8% of portfolio›$8.4M
marrick wealth, LLC93,384
5.9% of portfolio›$8.4M
Western Reserve Capital Management, LLC92,394
5.9% of portfolio›$8.3M
Level Financial Advisors91,616
1.8% of portfolio›$8.3M
Madrid Wealth Management, LLC91,502
5.2% of portfolio›$8.2M
ShankerValleau Wealth Advisors, Inc.89,386
2.2% of portfolio›$8.1M
Chicago Partners Investment Group LLC88,718
0.1% of portfolio›$7.9M
Lane Brothers & Co Inc87,855
8.0% of portfolio›$7.9M
Holcombe Financial, Inc.87,516
4.4% of portfolio›$7.9M
Sensenig Capital Advisors, Inc87,492
7.1% of portfolio›$7.9M
Owl Creek Wealth Partners LLC86,736
2.2% of portfolio›$7.8M
Vise Technologies, Inc.85,919
0.1% of portfolio›$7.7M
Larson Financial Group LLC83,186
0.2% of portfolio›$7.5M
Interchange Capital Partners, LLC82,243
1.3% of portfolio›$7.5M
Waterfront Wealth Inc.81,473
1.2% of portfolio›$7.3M
Ferguson Johnson Wealth Management Inc80,966
5.3% of portfolio›$7.3M
Greenspring Advisors, LLC80,816
0.3% of portfolio›$7.3M
Cornerstone Wealth Management, LLC78,611
0.3% of portfolio›$7.1M
Great Point Wealth Advisors, LLC78,231
1.1% of portfolio›$7.0M
Blvd Private Wealth, LLC77,987
5.2% of portfolio›$7.0M
SAX Wealth Advisors, LLC74,972
0.2% of portfolio›$6.8M
Glenview Trust Co72,392
0.1% of portfolio›$6.5M
Legacy Wealth Management, LLC / MS72,090
1.9% of portfolio›$6.5M
Wedmont Private Capital71,327
0.2% of portfolio›$6.4M
Advisory Solutions Group, LLC69,882
1.3% of portfolio›$6.3M
Uptick Partners, LLC69,626
0.9% of portfolio›$6.3M
Verus Wealth Management, LLC68,313
3.9% of portfolio›$6.2M
Networth Advisors, LLC68,134
3.5% of portfolio›$6.1M
Meredith Wealth Planning67,564
1.5% of portfolio›$6.1M
ARK & TLK Investments, LLC63,027
1.4% of portfolio›$5.7M
SJS Investment Consulting Inc.60,847
0.6% of portfolio›$5.5M
Moneco Advisors, LLC60,569
0.3% of portfolio›$5.5M
Bayshore Asset Management, LLC59,812
1.9% of portfolio›$5.4M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors59,482
0.3% of portfolio›$5.4M
True Wealth Design, LLC57,168
1.2% of portfolio›$5.2M
Mendota Financial Group, LLC56,824
3.2% of portfolio›$5.1M
Paladin Wealth, LLC56,736
2.8% of portfolio›$5.1M
Accurate Wealth Management, LLC56,439
0.4% of portfolio›$5.1M
Global Strategic Investment Solutions, LLC56,147
0.4% of portfolio›$5.1M
Valued Wealth Advisors LLC55,583
1.7% of portfolio›$5.0M
Anderson Hoagland & Co54,178
0.4% of portfolio›$4.8M
Evensky & Katz LLC52,918
0.7% of portfolio›$4.8M
Wheels Up Wealth, Inc.52,710
4.0% of portfolio›$4.7M
Axxcess Wealth Management, LLC52,649
0.2% of portfolio›$4.7M
Clear Creek Financial Management, LLC52,168
0.4% of portfolio›$4.7M
Orba Wealth Advisors, L.L.C.51,651
4.0% of portfolio›$4.7M
KFG LLC51,576
3.1% of portfolio›$4.6M
Flagstone Financial Management51,380
1.0% of portfolio›$4.6M
Symmetry Partners, LLC51,111
0.2% of portfolio›$4.6M
NorthCrest Asset Manangement, LLC50,734
0.1% of portfolio›$4.5M
Grove Bank & Trust49,137
0.4% of portfolio›$4.4M
Moisand Fitzgerald Tamayo, LLC49,007
0.4% of portfolio›$4.4M
Family Office Research LLC48,456
1.7% of portfolio›$4.4M
Balance Wealth Partners LLC47,412
1.0% of portfolio›$4.3M
Cypress Point Wealth Management, LLC47,378
0.5% of portfolio›$4.3M
Cornerstone Wealth Partners, LLC46,144
1.7% of portfolio›$4.2M
Milestone Asset Management Group, LLC44,906
1.9% of portfolio›$4.0M
Herold Advisors, Inc.44,689
0.8% of portfolio›$4.0M
Outbound Financial Inc42,431
2.4% of portfolio›$3.8M
Prospect Financial Group LLC42,396
3.2% of portfolio›$3.8M
Markowski Investments42,145
0.8% of portfolio›$3.8M
LexAurum Advisors, LLC41,220
0.4% of portfolio›$3.7M
Approach Retirement Advisors, LLC41,208
2.7% of portfolio›$3.7M
Fifth Third Securities, Inc.40,884
0.2% of portfolio›$3.7M
Cap Partners, LLC40,871
1.7% of portfolio›$3.7M
Nfsg Corp40,853
0.4% of portfolio›$3.7M
Clearwave Capital, LLC40,185
1.9% of portfolio›$3.6M
Endeavor Private Wealth, Inc.39,902
0.9% of portfolio›$3.6M
Armbruster Capital Management, Inc.39,764
0.5% of portfolio›$3.6M
D'Orazio & Associates, Inc.39,003
0.4% of portfolio›$3.5M
FCG Investment Co38,700
1.1% of portfolio›$3.5M
Wealth Enhancement Trust Services, Inc.38,523
0.4% of portfolio›$3.5M
Aspirean Wealth, LLC38,363
3.2% of portfolio›$3.5M
Quarry Hill Advisors, LLC38,133
1.3% of portfolio›$3.4M
Diversify Wealth Management, LLC37,379
0.1% of portfolio›$3.4M
Diversify Advisory Services, LLC37,379
0.1% of portfolio›$3.4M
L.K. Benson & Company, P.C.36,538
1.0% of portfolio›$3.3M
Golden State Wealth Management, LLC35,688
0.3% of portfolio›$3.2M
Aire Advisors, LLC34,440
0.5% of portfolio›$3.1M
Austin Asset Management Co Inc33,684
0.4% of portfolio›$3.0M
Evanson Financial, LLC32,802
0.1% of portfolio›$3.0M
D.A. Davidson & Co.32,575
0.0% of portfolio›$2.9M
Hilton Head Capital Partners, LLC31,993
1.6% of portfolio›$2.9M
Haven Private, LLC31,993
1.1% of portfolio›$2.9M
Factor Wealth Management LTD31,457
0.4% of portfolio›$2.8M
Marathon Wealth Advisors LLC30,812
0.9% of portfolio›$2.8M
Sunpointe, LLC30,263
0.8% of portfolio›$2.7M
Harbor Investment Advisory, LLC29,626
0.2% of portfolio›$2.7M
Fifth Third Wealth Advisors LLC29,576
0.1% of portfolio›$2.7M
Prosperity Planning, Inc.29,547
0.6% of portfolio›$2.7M
Transcendent Capital Group LLC27,996
1.0% of portfolio›$2.5M
National Wealth Management Group, LLC27,917
0.7% of portfolio›$2.5M
Ceera Investments, LLC27,534
0.9% of portfolio›$2.5M
Nova R Wealth, Inc.27,232
0.7% of portfolio›$2.5M
RAM Investment Partners, LLC26,822
0.4% of portfolio›$2.4M
Pacific Asset Management, LLC25,716
1.1% of portfolio›$2.3M
Collective Family Office LLC25,472
0.5% of portfolio›$2.3M
LAM Group, Inc.25,450
1.2% of portfolio›$2.3M
Abacus Planning Group, Inc.24,871
0.3% of portfolio›$2.2M
Berman McAleer LLC23,509
0.2% of portfolio›$2.1M
Brown Financial Advisory23,358
0.9% of portfolio›$2.1M
Avant Financial Advisors LLC23,306
1.3% of portfolio›$2.1M
Fonville Wealth Management LLC22,681
0.3% of portfolio›$2.0M
RFG Advisory, LLC22,635
0.0% of portfolio›$2.0M
Wedbush Securities Inc22,635
0.1% of portfolio›$2.0M
Legacy Financial Group, Inc.21,957
0.4% of portfolio›$2.0M
Private Wealth Management Group, LLC21,792
0.4% of portfolio›$2.0M
Clear Point Advisors Inc.21,611
1.3% of portfolio›$1.9M
Tandemgrowth Financial Advisors LLC21,551
1.6% of portfolio›$1.9M
Trademark Financial Management, LLC21,351
0.8% of portfolio›$1.9M
Tandem Investment Partners LLC21,107
1.5% of portfolio›$1.9M
Thayer Financial, L.L.C.21,007
1.7% of portfolio›$1.9M
Apollon Financial, LLC20,351
0.2% of portfolio›$1.8M
Truist Financial Corp20,296
0.0% of portfolio›$1.8M
Narus Financial Partners, LLC19,616
0.5% of portfolio›$1.8M
Harbor Asset Planning, Inc.19,437
1.3% of portfolio›$1.8M
GEM Asset Management, LLC19,408
0.7% of portfolio›$1.7M
Riverchase Wealth Management, LLC18,666
0.8% of portfolio›$1.7M
USAdvisors Wealth Management, LLC18,562
1.9% of portfolio›$1.7M
Private Trust Co NA18,531
0.1% of portfolio›$1.7M
Seed Wealth Management, Inc.18,065
1.0% of portfolio›$1.6M
Leading Edge Financial Planning LLC17,996
0.3% of portfolio›$1.6M
CWA Asset Management Group, LLC17,836
0.0% of portfolio›$1.6M
EnRich Financial Partners LLC17,669
0.4% of portfolio›$1.6M
MCF Advisors LLC17,354
0.1% of portfolio›$1.6M
Apollon Wealth Management, LLC17,321
0.0% of portfolio›$1.6M
Accredited Investors Inc.16,694
0.1% of portfolio›$1.5M
Breakwater Capital Group16,687
0.2% of portfolio›$1.5M
Allodium Investment Consultants, LLC16,452
0.6% of portfolio›$1.5M
Financial Management Network Inc16,265
0.2% of portfolio›$1.5M
Crusonia Wealth Advisors LLC16,031
0.2% of portfolio›$1.4M
Atria Investments, Inc15,887
0.0% of portfolio›$1.4M
Bokf, NA15,886
0.0% of portfolio›$1.4M
Sigma Planning Corp15,870
0.0% of portfolio›$1.4M
Sowell Financial Services LLC15,500
0.0% of portfolio›$1.4M
Parsons Capital Management Inc15,281
0.1% of portfolio›$1.4M
HBW Advisory Services LLC15,118
0.1% of portfolio›$1.4M
Frankly Finances, LLC15,080
1.1% of portfolio›$1.4M
Financial Partners Group, Inc14,838
0.1% of portfolio›$1.3M
Life Planning Partners, Inc14,596
1.1% of portfolio›$1.3M
ATX Financial Planning, LLC14,328
0.8% of portfolio›$1.3M
Hardin Capital Partners, LLC14,150
0.6% of portfolio›$1.3M
Compass Financial Management LLC14,113
0.1% of portfolio›$1.3M
Coquina Private Wealth LLC13,980
0.8% of portfolio›$1.3M
Keybank National Association13,416
0.0% of portfolio›$1.2M
RW Investment Management LLC13,273
0.1% of portfolio›$1.2M
Cerro Pacific Wealth Advisors LLC12,924
0.3% of portfolio›$1.2M
Aurelius Family Office LLC12,696
0.5% of portfolio›$1.1M
Ifrah Financial Services, Inc.10,957
0.2% of portfolio›$987.3K
J.W. Cole Advisors, Inc.10,849
0.0% of portfolio›$977.6K
Financial Futures Ltd Liability Co.10,830
0.4% of portfolio›$975.9K
Freedom Day Solutions, LLC10,676
0.2% of portfolio›$962.0K
Wealth Preservation Advisors, LLC10,645
0.5% of portfolio›$959.2K
Signature Estate & Investment Advisors LLC10,576
0.0% of portfolio›$953.0K
SRH Advisors, LLC10,506
0.2% of portfolio›$946.7K
Sprinkle Financial Consultants LLC10,455
0.4% of portfolio›$942.2K
Bison Wealth, LLC10,429
0.1% of portfolio›$934.3K
Decker Retirement Planning Inc.10,116
0.3% of portfolio›$911.5K
KPP Advisory Services LLC10,002
0.2% of portfolio›$901.2K
Advisor OS, LLC9,752
0.1% of portfolio›$878.7K
Joseph P. Lucia & Associates, LLC9,746
0.3% of portfolio›$878.2K
Jm2 Capital Inc.9,666
0.6% of portfolio›$871.0K
Trust Co9,628
0.1% of portfolio›$867.6K
MN Wealth Advisors, LLC9,505
0.3% of portfolio›$856.6K
Visionary Horizons, LLC9,281
0.3% of portfolio›$836.4K
Ridgeline Wealth, LLC9,041
0.5% of portfolio›$814.2K
Forum Financial Management, LP8,904
0.0% of portfolio›$802.3K
Revolve Wealth Partners, LLC8,618
0.1% of portfolio›$776.5K
Bannerman Wealth Management Group, LLC8,428
0.4% of portfolio›$759.5K
Walkner Condon Financial Advisors LLC8,405
0.1% of portfolio›$757.4K
Andrews, Lucia Wealth Management LLC8,161
0.4% of portfolio›$735.4K
Kooman & Associates8,018
0.2% of portfolio›$722.5K
Directional Asset Management8,012
0.6% of portfolio›$721.9K
Peck Wealth Management, LLC7,810
0.6% of portfolio›$703.8K
Lauterbach Financial Advisors, LLC7,644
0.3% of portfolio›$688.8K
Elevation Wealth Management LLC7,469
0.5% of portfolio›$673.0K
Thrive Wealth Management, LLC7,369
0.1% of portfolio›$664.0K
Hill Island Financial LLC7,352
0.1% of portfolio›$662.5K
GC Wealth Management RIA, LLC7,110
0.0% of portfolio›$640.7K
Foundry Financial LLC6,975
0.2% of portfolio›$628.5K
Avior Wealth Management, LLC6,973
0.0% of portfolio›$628.3K
Cooper S Advisors, LLC6,883
0.3% of portfolio›$620.2K
Aprio Wealth Management, LLC6,843
0.0% of portfolio›$616.6K
Navigoe, LLC6,751
0.3% of portfolio›$608.0K
Morey & Quinn Wealth Partners, LLC6,692
0.4% of portfolio›$603.0K
Kathmere Capital Management, LLC6,521
0.0% of portfolio›$587.6K
Prosperitas Financial LLC6,430
0.2% of portfolio›$579.4K
BIP Wealth, LLC6,190
0.0% of portfolio›$557.8K
Granite Islands Private Wealth, LLC6,131
0.3% of portfolio›$552.4K
Ares Financial Consulting, LLC6,016
0.4% of portfolio›$542.1K
Independent Financial Group, LLC5,919
0.0% of portfolio›$533.3K
Spire Wealth Management5,903
0.0% of portfolio›$531.9K
Pinnacle Associates LTD5,792
0.0% of portfolio›$521.9K
Pinnacle Wealth Management Advisory Group, LLC5,600
0.0% of portfolio›$504.6K
RMR Wealth Builders5,516
0.0% of portfolio›$497.0K
New Dimensions Wealth Management, LLC5,465
0.4% of portfolio›$492.5K
US Bancorp \de\5,404
0.0% of portfolio›$487.0K
Parcion Private Wealth LLC5,390
0.0% of portfolio›$485.7K
Citizens Financial Group Inc5,346
0.0% of portfolio›$481.7K
QTR Family Wealth, LLC5,236
0.2% of portfolio›$471.8K
High Net Worth Advisory Group LLC5,201
0.1% of portfolio›$468.7K
Platt Wealth Management LLC5,185
0.6% of portfolio›$467.0K
Cordgrass Capital Advisors, LLC5,140
0.2% of portfolio›$463.2K
KFA Private Wealth Group, LLC5,091
0.1% of portfolio›$458.8K
Intelligent Financial Strategies5,090
0.2% of portfolio›$458.6K
Accelerate Investment Advisors LLC5,061
0.3% of portfolio›$456.1K
Tortuga Wealth Management, Inc4,896
0.3% of portfolio›$441.9K
A4 Wealth Advisors LLC4,790
0.3% of portfolio›$431.6K
StoneX Group Inc.4,722
0.0% of portfolio›$435.2K
Sheets Smith Wealth Management4,597
0.0% of portfolio›$414.2K
Aspiriant, LLC4,548
0.0% of portfolio›$409.8K
Mainsail Asset Management, LLC4,528
0.2% of portfolio›$410.1K
Asset Dedication, LLC4,481
0.0% of portfolio›$403.8K
Cullen T Bankers, Inc.4,474
0.0% of portfolio›$403.1K
Oceanside Advisors LLC4,460
0.2% of portfolio›$401.9K
Facet Wealth, Inc.4,444
0.0% of portfolio›$400.4K
BFI Wealth Solutions, LLC4,346
0.3% of portfolio›$391.7K
Dynamic Advisor Solutions LLC4,340
0.0% of portfolio›$391.0K
Triad Wealth Partners, LLC4,279
0.0% of portfolio›$385.6K
Alkeme Wealth, LLC4,271
0.1% of portfolio›$384.9K
Acorn Creek Capital LLC4,192
0.1% of portfolio›$377.8K
Mesirow Financial Investment Management, Inc.4,143
0.0% of portfolio›$373.3K
Summit Financial Strategies, Inc.4,132
0.0% of portfolio›$372.3K
Almanack Investment Partners, Llc.4,125
0.0% of portfolio›$371.7K
Mallini Complete Financial Planning LLC4,033
0.3% of portfolio›$363.4K
Stonehearth Capital Management, LLC3,914
0.1% of portfolio›$352.7K
Lunt Capital Management, Inc.3,910
0.1% of portfolio›$352.3K
Rinkey Investments3,898
0.1% of portfolio›$351.3K
Flynn Zito Capital Management, LLC3,847
0.1% of portfolio›$346.6K
Atlas Brown,Inc.3,838
0.1% of portfolio›$345.8K
Ritholtz Wealth Management3,768
0.0% of portfolio›$339.6K
XY Planning Network, Inc.3,707
0.0% of portfolio›$334.1K
Atala Financial Inc3,663
0.2% of portfolio›$330.1K
Jacobi Capital Management LLC3,643
0.0% of portfolio›$328.3K
Santori & Peters, Inc.3,596
0.1% of portfolio›$324.0K
Soltis Investment Advisors LLC3,507
0.0% of portfolio›$316.0K
Daymark Wealth Partners, LLC3,336
0.0% of portfolio›$300.6K
Brookstone Capital Management3,334
0.0% of portfolio›$300.4K
Thrivent Financial for Lutherans3,291
0.0% of portfolio›$294.0K
AdvisorNet Financial, Inc3,280
0.0% of portfolio›$292.8K
Meridian Wealth Management, LLC3,279
0.0% of portfolio›$295.5K
Split Rock Private Trading & Wealth Management, LLC3,253
0.2% of portfolio›$293.1K
Simon Quick Advisors, LLC3,160
0.0% of portfolio›$284.7K
Well Done, LLC3,025
0.0% of portfolio›$272.6K
Prudent Investor Advisors, LLC2,969
0.2% of portfolio›$267.5K
Global Trust Wealth Management LLC2,951
0.2% of portfolio›$265.9K
Oppenheimer & Co Inc2,917
0.0% of portfolio›$262.9K
Gerber Kawasaki Wealth & Investment Management2,856
0.0% of portfolio›$257.4K
SpringVest Wealth Management LLC2,856
0.2% of portfolio›$257.4K
Entrewealth, LLC2,842
0.1% of portfolio›$256.1K
O'Connor Financial Group LLC2,820
0.1% of portfolio›$254.1K
Cambridge Financial Group, LLC2,676
0.1% of portfolio›$238.7K
True Link Financial Advisors, LLC2,613
0.0% of portfolio›$235.5K
Parkshore Wealth Management, Inc.2,503
0.1% of portfolio›$225.6K
Fragasso Financial Advisors Inc2,477
0.0% of portfolio›$222.4K
Assetmark, Inc2,470
0.0% of portfolio›$222.5K
Smith & Howard Wealth Management, LLC2,455
0.0% of portfolio›$221.2K
Accel Wealth Management2,383
0.0% of portfolio›$214.7K
Verus Financial Partners, Inc.2,375
0.0% of portfolio›$214.0K
Redwood Financial Network Corp2,355
0.1% of portfolio›$212.2K
Fermata Advisors, LLC2,337
0.0% of portfolio›$210.6K
Detalus Advisors, LLC2,336
0.0% of portfolio›$210.5K
3 Factor Indexing, LLC2,257
0.2% of portfolio›$203.4K
Allegiance Financial Group Advisory Services LLC2,253
0.0% of portfolio›$203.0K
RHL Group, LLC2,169
0.1% of portfolio›$195.5K
Lanark Financial, Inc.2,108
0.0% of portfolio›$190.0K
MidAtlantic Capital Management, Inc.2,026
0.1% of portfolio›$182.6K
IFP Advisors, Inc1,973
0.0% of portfolio›$177.8K
Signature Equity Partners, LLC1,969
0.1% of portfolio›$177.4K
Salomon & Ludwin, LLC1,869
0.0% of portfolio›$168.4K
1620 Investment Advisors, Inc.1,843
0.1% of portfolio›$166.0K
Creative Financial Designs Inc1,842
0.0% of portfolio›$166.0K
MeadowBrook Investment Advisors LLC1,697
0.1% of portfolio›$151.4K
Creative Capital Management Investments LLC1,649
0.0% of portfolio›$148.6K
Halbert Hargrove Global Advisors, LLC1,625
0.0% of portfolio›$146.4K
Bank of New Hampshire1,613
0.0% of portfolio›$145.3K
Mather Group, Llc.1,610
0.0% of portfolio›$145.1K
Lloyd Advisory Services, Llc.1,608
0.1% of portfolio›$144.9K
Redwood Park Advisors LLC1,438
0.1% of portfolio›$129.5K
Root Financial Partners, LLC1,345
0.0% of portfolio›$121.2K
Arlington Trust Co LLC1,293
0.0% of portfolio›$116.5K
Kings Path Partners LLC1,288
0.0% of portfolio›$116.1K
Cherry Tree Wealth Management, LLC1,228
0.0% of portfolio›$110.7K
Global Trust Asset Management, LLC1,130
0.0% of portfolio›$101.8K
AlphaCore Capital LLC1,126
0.0% of portfolio›$101.5K
Abound Wealth Management1,119
0.0% of portfolio›$100.8K
Monetary Solutions, Ltd1,035
0.1% of portfolio›$93.3K
Evolution Wealth Management Inc.1,023
0.1% of portfolio›$92.2K
Comprehensive Financial Planning, Inc.1,001
0.0% of portfolio›$90.3K
Nemes Rush Group LLC845
0.0% of portfolio›$76.2K
Eastern Bank680
0.0% of portfolio›$61.3K
Your Advocates Ltd., LLP648
0.0% of portfolio›$58.4K
Latitude Advisors, LLC525
0.0% of portfolio›$47.3K
Reap Financial Group, LLC518
0.0% of portfolio›$46.7K
Hazlett, Burt & Watson, Inc.502
0.0% of portfolio›$36.0K
Marquette Asset Management, LLC497
0.0% of portfolio›$44.8K
Plante Moran Financial Advisors, LLC495
0.0% of portfolio›$44.6K
Angeles Wealth Management, LLC485
0.0% of portfolio›$43.7K
Key FInancial Inc434
0.0% of portfolio›$39.1K
Simplex Trading, LLC400
0.0% of portfolio›$36.0K
TD Waterhouse Canada Inc.308
0.0% of portfolio›$26.8K
Team Financial Group, LLC298
0.0% of portfolio›$26.9K
Silver Grove Financial Group, Inc.262
0.0% of portfolio›$23.6K
Kingdom Financial Group Llc.252
0.0% of portfolio›$22.7K
Yankcom Partnership228
0.0% of portfolio›$20.5K
Elevate Wealth Advisory, Inc228
0.0% of portfolio›$20.5K
Gamma Investing LLC227
0.0% of portfolio›$20.5K
Capital Investment Advisory Services, LLC217
0.0% of portfolio›$19.6K
McCarley & Cook Financial Planners215
0.0% of portfolio›$19.4K
Mowery & Schoenfeld Wealth Management, LLC212
0.0% of portfolio›$19.1K
Albion Financial Group200
0.0% of portfolio›$18.0K
Family Capital Trust Co166
0.0% of portfolio›$15.0K
SBI Securities Co., Ltd.163
0.0% of portfolio›$14.7K
Rossby Financial, LCC163
0.0% of portfolio›$14.7K
Pinnacle Bancorp, Inc.140
0.0% of portfolio›$12.6K
Citigroup Inc121
0.0% of portfolio›$10.9K
Pacifica Partners Inc.109
0.0% of portfolio›$9.7K
Cassaday & Co Wealth Management LLC106
0.0% of portfolio›$9.6K
GHP Investment Advisors, Inc.102
0.0% of portfolio›$9.2K
Physician Wealth Advisors, Inc.80
0.0% of portfolio›$7.2K
Bfsg, LLC60
0.0% of portfolio›$5.4K
Buck Wealth Strategies, LLC54
0.0% of portfolio›$4.9K
Signaturefd, LLC53
0.0% of portfolio›$4.8K
Fortitude Family Office, LLC46
0.0% of portfolio›$4.1K
Quest 10 Wealth Builders, Inc.46
0.0% of portfolio›$4.1K
Accordant Advisory Group Inc40
0.0% of portfolio›$3.6K
First Command Advisory Services, Inc.39
0.0% of portfolio›$3.5K
Nova Financial LLC32
0.0% of portfolio›$2.9K
Archer Investment Corp30
0.0% of portfolio›$2.7K
Investment Research & Advisory Group, Inc.26
0.0% of portfolio›$2.3K
Lodestone Wealth Management LLC10
0.0% of portfolio›$928
Vermillion Wealth Management, Inc.7
0.0% of portfolio›$631
Indiana Trust & Investment Management Co5
0.0% of portfolio›$451
New England Capital Financial Advisors LLC1
0.0% of portfolio›$91
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
6,777,818$610.7M0.1%CoreLowNew York, NY2026-11-05
Wealth Enhancement Advisory Services, LLC
5,989,042$530.2M0.8%CoreLowPlymouth, MN2026-10-13
Mission Wealth Management, LP
3,846,796$346.6M5.5%ETFLowSanta Barbara, CA2026-10-15
Rockwood Wealth Management, LLC
3,301,219$297.5M17.9%ETFVery LowNew Hope, PA2026-10-27
Vantagepoint Investment Advisers LLC
2,856,709$257.4M1.9%ETFVery LowWashington, DC2026-10-26
Fifth Third Bancorp
2,802,790$252.6M0.4%IndexVery LowCincinnati, OH2026-11-05
Maseco LLP
2,093,625$188.6M5.2%ETFVery LowLondon, United Kingdom2026-10-27
HB Wealth Management, LLC
1,767,293$159.3M0.8%IndexVery LowAtlanta, GA2026-10-23
Prime Capital Investment Advisors, LLC
1,704,275$153.6M1.5%ETFLowOverland Park, KS2026-10-20
Gradient Investments LLC
1,472,875$132.7M1.9%CoreMediumArden Hills, MN2026-10-08
Oak Root LLC
1,427,068$128.6M14.2%ETFVery LowSanta Barbara, CA2026-10-09
Simplicity Wealth,LLC
1,088,598$98.1M2.9%ETFLowSummit, NJ2026-10-23
Apella Capital, LLC
1,087,395$97.3M1.2%ETFVery LowWest Hartford, CT2026-10-08
Greenup Street Wealth Management LLC
1,075,938$97.0M11.9%ETFMediumOverland Park, KS2026-10-28
GW Henssler & Associates LTD
1,047,795$94.4M4.1%CoreMediumKennesaw, GA2026-10-26
Diversified Portfolios, Inc.
1,038,892$93.6M6.4%ETFLowBloomfield Hills, MI2026-11-04
First National Trust Co
978,024$88.1M3.1%GrowthLowJohnstown, PA2026-10-28
Parallel Advisors, LLC
964,446$86.9M1.2%IndexLowSan Francisco, CA2026-11-03
Plancorp, LLC
937,662$83.6M1.9%ETFLowSaint Louis, MO2026-11-03
Cambridge Investment Research Advisors, Inc.
818,330$73.7M0.4%ETFLowFairfield, IA2026-11-02
Jnba Financial Advisors
809,353$72.9M5.5%ETFMediumBloomington, MN2026-11-03
Correct Capital Wealth Management
806,667$72.7M12.3%ETFMediumClayton, MO2026-11-02
HUB Investment Partners, LLC
794,919$71.6M1.2%GrowthLowAustin, TX2026-11-03
Atwood & Palmer Inc
789,054$71.1M3.7%CoreVery LowKansas City, MO2026-10-08
Kestra Advisory Services, LLC
748,701$67.5M0.2%CoreLowAustin, TX2026-11-02
JSF Financial, LLC
727,387$65.5M10.0%ETFMediumLos Angeles, CA2026-10-22
Commonwealth Equity Services, LLC
707,263$63.7M0.1%ETFLowWaltham, MA2026-11-02
CGN Advisors LLC
679,305$61.2M4.7%ETFLowManhattan, KS2026-10-21
Creative Planning
676,815$61.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Annex Advisory Services, LLC
645,827$58.2M1.0%GrowthHighBrookfield, WI2026-10-16
Versant Capital Management, Inc
591,192$53.3M4.6%GARPLowPhoenix, AZ2026-10-02
Family Investment Center, Inc.
543,211$48.9M8.1%ETFMediumSaint Joseph, MO2026-10-19
Quantum Financial Advisors, LLC
504,785$45.5M4.4%ETFLowSanta Monica, CA2026-11-03
Legacy Financial Strategies, LLC
501,128$45.2M7.3%ETFLowOverland Park, KS2026-10-15
Park Avenue Securities LLC
461,298$41.6M0.7%ETFMediumNew York, NY2026-10-26
Visionary Wealth Advisors
442,136$39.8M1.6%ETFLowO'Fallon, IL2026-11-04
Highland Financial Advisors, LLC
428,650$38.6M8.2%ETFVery LowWayne, NJ2026-10-19
Ashurst Perkins Coie Trust Co
408,900$36.8M5.9%CoreVery LowSeattle, WA2026-10-15
Compass Ion Advisors, LLC
379,820$34.2M2.9%ETFVery LowConshohocken, PA2026-10-23
Financial Enhancement Group LLC
370,785$33.2M3.8%ETFMediumAnderson, IN2026-10-08
Strategic Blueprint, LLC
363,964$32.8M1.6%ETFLowAtlanta, GA2026-10-22
RVW Wealth, LLC
356,653$32.1M2.1%ETFVery LowLos Angeles, CA2026-10-06
Indivisible Partners
351,120$31.6M1.4%GrowthMediumClearwater, FL2026-10-26
55 North Private Wealth, LLC
351,064$31.6M5.9%ETFLowWinter Park, FL2026-10-20
Modera Wealth Management, LLC
349,716$31.5M0.3%ETFVery LowWestwood, NJ2026-10-28
Symphony Financial, Ltd. Co.
348,237$31.6M2.8%GrowthLowHouston, TX2026-10-22
Echo Wealth Management, LLC
341,572$30.8M15.1%ETFLowPlymouth, MN2026-10-15
Wealthcare Advisory Partners LLC
338,022$30.5M0.5%ETFLowWest Chester, PA2026-10-21
Searcy Financial Services Inc
335,109$30.2M10.8%ETFLowOverland Park, KS2026-10-07
Pearl Planning LLC
334,972$30.2M12.5%ETFLowDexter, MI2026-10-13
Krilogy Financial LLC
330,236$29.6M0.8%GrowthLowSt. Louis, MO2026-10-13
SC&H Financial Advisors, Inc.
329,378$29.7M4.1%ETFVery LowHunt Valley, MD2026-10-14
Yardley Wealth Management LLC
328,571$29.6M12.9%ETFVery LowYardley, PA2026-10-23
ACT Advisors, Llc.
325,535$29.3M9.5%ETFMediumAsheville, NC2026-10-15
Central Trust Co
321,883$29.0M0.5%CoreLowJefferson City, MO2026-11-05
Heirloom Wealth Management
318,868$28.7M3.7%GrowthMediumGreenwood Village, CO2026-10-14
B&D White Capital Company, LLC
316,289$28.5M2.8%ETFHighLakeway, TX2026-11-02
RED Lighthouse Investment Management, LLC
298,827$26.9M8.0%ETFVery LowHillsdale, NY2026-11-02
Copper Harbor Investment Advisors, LLC
294,863$26.6M5.5%ETFN/AAppleton, WI2026-10-16
Tarbox Family Office, Inc.
294,464$26.5M3.7%ETFVery LowNewport Beach, CA2026-10-23
Elyxium Wealth, LLC
290,612$26.2M2.6%GrowthVery LowBeverly Hills, CA2026-10-27
Wilkerson Advisory Group LLC
288,952$26.0M7.8%ETFMediumColumbia, MO2026-10-20
Caliber Wealth Management, LLC / KS
282,892$25.5M2.5%ETFLowOverland Park, KS2026-11-04
International City Management Association Retirement Corp
271,813$24.5M5.5%ETFN/AWashington, DC2026-10-26
Cannon Financial Strategists, Inc.
271,164$24.4M2.8%ETFVery LowAthens, GA2026-10-19
Freedom Financial Partners LLC
267,051$24.1M7.9%ETFLowOakdale, MN2026-10-19
Trellis Wealth Advisors LLC
248,018$22.3M7.5%ETFVery LowSan Luis Obispo, CA2026-10-19
EverSource Wealth Advisors, LLC
247,287$22.3M0.7%CoreMediumBirmingham, AL2026-11-04
Torren Management, LLC
240,287$21.7M10.8%ETFMediumSan Diego, CA2026-10-29
Independence Bank of Kentucky
225,968$20.4M2.3%GrowthLowOwensboro, KY2026-10-26
Burton Enright Welch
218,388$19.7M2.1%ETFVery LowWalnut Creek, CA2026-11-04
Hennion & Walsh Asset Management, Inc.
216,952$19.5M0.6%ValueMediumParsippany, NJ2026-10-13
Broadway Wealth Solutions, Inc.
211,905$19.1M8.6%ETFVery LowSan Antonio, TX2026-10-21
First National Bank Sioux Falls
205,851$18.5M5.7%ETFVery LowSioux Falls, SD2026-10-13
WMG Financial Advisors, LLC
200,299$17.9M6.7%ETFLowKnoxville, TN2026-10-28
Signature Resources Capital Management, LLC
198,056$17.8M7.6%ETFLowNewport Beach, CA2026-10-16
Farther Finance Advisors, LLC
196,955$17.7M0.1%IndexLowSan Francisco, CA2026-10-08
Elevation Wealth Partners, LLC
190,450$17.2M4.8%ETFLowWalnut Creek, CA2026-10-07
Canvas Wealth Advisors, LLC
190,174$17.1M2.3%GrowthLowShawnee, KS2026-11-02
Boyum Wealth Architects LLC
188,089$17.0M6.9%ETFLowBloomington, MN2026-10-06
Goldstein Advisors, LLC
187,253$16.9M1.5%ETFMediumMadison, WI2026-10-15
Websterrogers Financial Advisors, LLC
184,004$16.6M4.4%ETFVery LowFlorence, SC2026-11-02
Activest Wealth Management
182,992$16.5M3.1%ETFLowAventura, FL2026-10-15
TCI Wealth Advisors, Inc.
181,444$16.3M0.7%ETFLowTucson, AZ2026-10-30
Concurrent Investment Advisors, LLC
180,144$16.2M0.1%GrowthMediumTampa, FL2026-10-16
Henderson Brothers Financial Partners, LLC
179,708$16.2M5.9%ETFN/APittsburgh, PA2026-11-03
Chilton Capital Management LLC
179,211$16.1M0.5%GrowthMediumHouston, TX2026-10-28
Lifestyle Asset Management, Inc.
178,247$16.1M3.9%ETFHighFriendswood, TX2026-10-20
Bare Financial Services, Inc
176,723$15.9M3.6%ETFVery LowGap, PA2026-11-04
Align Financial, LLC
175,768$15.8M7.5%ETFVery LowHermantown, MN2026-10-16
StrongBox Wealth, LLC
173,065$15.6M4.2%GrowthLowLee'S Summit, MO2026-11-02
FSA Investment Group, LLC
171,952$15.5M4.9%ETFLowPensacola, FL2026-10-07
AWM Capital, LLC
170,680$15.4M1.1%ETFLowPhoenix, AZ2026-10-16
Marietta Wealth Management, LLC
167,296$14.9M1.6%GrowthLowMarietta, GA2026-10-22
Heritage Family Offices, LLP
161,576$14.6M4.8%GrowthHighScottsdale, AZ2026-11-02
Integrity Investment Advisors, LLC
149,824$13.5M5.3%ETFMediumFort Collins, CO2026-11-03
Advisory Resource Group
146,410$13.2M1.9%GARPMediumTulsa, OK2026-10-26
ARQ Wealth Advisors, LLC
143,248$12.9M1.5%ETFLowScottsdale, AZ2026-10-29
Financial Symmetry Inc
143,051$12.9M4.1%ETFVery LowRaleigh, NC2026-10-06
First Hawaiian Bank
142,535$12.8M1.6%ETFVery LowHonolulu, HI2026-10-14
Milestone Investment Advisors LLC
139,578$12.6M2.7%ETFVery LowMiddleton, WI2026-11-05
Mason & Associates, LLC
139,382$12.6M2.6%ETFVery LowNewport News, VA2026-10-26
Hutchens & Kramer Investment Management Group, LLC
138,199$12.5M3.7%ETFLowIndianapolis, IN2026-10-16
True North Advisors, LLC
137,090$12.4M0.9%CoreMediumDallas, TX2026-10-22
Equity Wealth Partners, LLC
125,065$11.3M3.7%ETFVery LowIndependence, MO2026-10-26
Redw Wealth LLC
124,794$11.2M4.1%ETFLowAlbuquerque, NM2026-11-02
Kestra Private Wealth Services, LLC
122,373$11.0M0.1%GrowthLowAustin, TX2026-10-30
Trace Wealth Advisors, LLC
120,786$10.9M8.1%ETFVery LowLos Angeles, CA2026-10-30
Northwest Wealth Management, LLC
120,438$10.9M1.4%ETFLowSpencer, IA2026-10-30
Watchman Group, Inc.
118,750$10.7M2.5%ETFLowPlano, TX2026-10-16
Perigon Wealth Management, LLC
114,330$10.3M0.2%GrowthLowSan Francisco, CA2026-10-22
Fairway Financial, LLC
113,957$10.3M6.4%ETFMediumCasselberry, FL2026-10-20
Certified Advisory Corp
113,672$10.2M0.9%ETFLowAltamonte Springs, FL2026-10-29
Vista Investment Partners LLC
111,541$10.1M2.6%MomentumMediumOklahoma City, OK2026-10-08
Clarity Capital Advisors, LLC
110,388$9.9M4.1%ETFVery LowLakewood Ranch, FL2026-10-27
Able Financial Group, LLC
107,931$9.7M1.5%ETFLowScottsdale, AZ2026-10-14
Bauman Advisory Group, LLC
107,286$9.7M4.8%ETFMediumLas Vegas, NV2026-10-29
Petros Family Wealth, LLC
102,494$9.2M5.4%GrowthMediumBloomington, MN2026-10-28
Sage Rhino Capital LLC
102,166$9.2M1.5%ETFLowMenlo Park, CA2026-10-28
Burk Holdings LLC
100,256$9.0M3.1%ETFVery LowTulsa, OK2026-11-05
Merited Wealth, LLC
100,048$9.0M6.3%ETFMediumNorth Bay Village, FL2026-10-13
CoreCap Advisors, LLC
99,148$8.9M0.3%ETFMediumSouthfield, MI2026-10-08
AGH Wealth Advisors, LLC
97,545$8.8M5.1%GrowthLowWichita, KS2026-10-26
Physician Wealth Solutions Inc.
96,708$8.7M3.4%ETFLowNorth Las Vegas, NV2026-10-14
Clark Wealth Partners
95,782$8.6M4.5%ETFVery LowO'Fallon, IL2026-10-19
Vaquero Private Wealth, LTD
95,751$8.6M1.8%ETFN/ADallas, TX2026-10-27
Elevation Point Wealth Partners, LLC
95,547$8.6M0.1%CoreHighDenver, CO2026-11-05
Proathlete Wealth Management LLC
93,674$8.4M1.8%ETFVery LowBoca Raton, FL2026-10-15
marrick wealth, LLC
93,384$8.4M5.9%ETFVery LowIrvine, CA2026-10-20
Western Reserve Capital Management, LLC
92,394$8.3M5.9%ETFLowHudson, OH2026-10-14
Level Financial Advisors
91,616$8.3M1.8%ETFLowEast Amherst, NY2026-10-13
Madrid Wealth Management, LLC
91,502$8.2M5.2%ETFLowAlbuquerque, NM2026-10-23
ShankerValleau Wealth Advisors, Inc.
89,386$8.1M2.2%ETFVery LowSkokie, IL2026-10-16
Chicago Partners Investment Group LLC
88,718$7.9M0.1%GARPLowChicago, IL2026-10-27
Lane Brothers & Co Inc
87,855$7.9M8.0%ETFLowPrescott, AZ2026-11-02
Holcombe Financial, Inc.
87,516$7.9M4.4%ETFLowAtlanta, GA2026-10-16
Sensenig Capital Advisors, Inc
87,492$7.9M7.1%ETFLowCollegeville, PA2026-10-23
Owl Creek Wealth Partners LLC
86,736$7.8M2.2%IndexLowGreenwood Village, CO2026-10-20
Vise Technologies, Inc.
85,919$7.7M0.1%IndexLowNew York, NY2026-10-29
Larson Financial Group LLC
83,186$7.5M0.2%GrowthLowSt Louis, MO2026-11-05
Interchange Capital Partners, LLC
82,243$7.5M1.3%GrowthLowPittsburgh, PA2026-10-28
Waterfront Wealth Inc.
81,473$7.3M1.2%ValueLowOverland Park, KS2026-11-03
Ferguson Johnson Wealth Management Inc
80,966$7.3M5.3%ETFVery LowRockville, MD2026-11-05
Greenspring Advisors, LLC
80,816$7.3M0.3%ETFVery LowTowson, MD2026-11-05
Cornerstone Wealth Management, LLC
78,611$7.1M0.3%ETFVery LowSt. Peters, MO2026-11-04
Great Point Wealth Advisors, LLC
78,231$7.0M1.1%ETFVery LowBoston, MA2026-10-15
Blvd Private Wealth, LLC
77,987$7.0M5.2%CoreMediumProspect, KY2026-10-14
SAX Wealth Advisors, LLC
74,972$6.8M0.2%ETFVery LowParsippany, NJ2026-10-13
Glenview Trust Co
72,392$6.5M0.1%GrowthVery LowLouisville, KY2026-10-28
Legacy Wealth Management, LLC / MS
72,090$6.5M1.9%GrowthLowRidgeland, MS2026-10-30
Wedmont Private Capital
71,327$6.4M0.2%IndexVery LowWest Chester, PA2026-10-09
Advisory Solutions Group, LLC
69,882$6.3M1.3%ETFN/APlymouth, MN2026-10-14
Uptick Partners, LLC
69,626$6.3M0.9%ETFLowNacogdoches, TX2026-11-04
Verus Wealth Management, LLC
68,313$6.2M3.9%ETFLowDe Pere, WI2026-10-13
Networth Advisors, LLC
68,134$6.1M3.5%ETFMediumCanonsburg, PA2026-11-03
Meredith Wealth Planning
67,564$6.1M1.5%ETFLowMaryville, IL2026-10-14
ARK & TLK Investments, LLC
63,027$5.7M1.4%ETFLowOklahoma City, OK2026-10-20
SJS Investment Consulting Inc.
60,847$5.5M0.6%ETFVery LowSylvania, OH2026-10-26
Moneco Advisors, LLC
60,569$5.5M0.3%ETFLowFairfield, CT2026-11-05
Bayshore Asset Management, LLC
59,812$5.4M1.9%ETFVery LowCoral Gables, FL2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
59,482$5.4M0.3%ETFMediumWestlake, OH2026-10-14
True Wealth Design, LLC
57,168$5.2M1.2%ETFMediumAkron, OH2026-10-13
Mendota Financial Group, LLC
56,824$5.1M3.2%ETFLowMadison, WI2026-10-07
Paladin Wealth, LLC
56,736$5.1M2.8%CoreLowArden Hills, MN2026-10-23
Accurate Wealth Management, LLC
56,439$5.1M0.4%CoreMediumWesley Chapel, FL2026-10-20
Global Strategic Investment Solutions, LLC
56,147$5.1M0.4%ETFLowScottsdale, AZ2026-10-16
Valued Wealth Advisors LLC
55,583$5.0M1.7%IndexVery LowHolladay, UT2026-11-05
Anderson Hoagland & Co
54,178$4.8M0.4%ETFLowSt Louis, MO2026-10-23
Evensky & Katz LLC
52,918$4.8M0.7%ETFVery LowCoral Gables, FL2026-10-27
Wheels Up Wealth, Inc.
52,710$4.7M4.0%ETFVery LowBenicia, CA2026-10-27
Axxcess Wealth Management, LLC
52,649$4.7M0.2%CoreLowCarlsbad, CA2026-10-21
Clear Creek Financial Management, LLC
52,168$4.7M0.4%ETFMediumSilverdale, WA2026-10-28
Orba Wealth Advisors, L.L.C.
51,651$4.7M4.0%ETFMediumChicago, IL2026-10-23
KFG LLC
51,576$4.6M3.1%ETFN/ARapid City, SD2026-11-02
Flagstone Financial Management
51,380$4.6M1.0%ETFVery LowLincoln, NE2026-11-05
Symmetry Partners, LLC
51,111$4.6M0.2%ETFLowGlastonbury, CT2026-10-27
NorthCrest Asset Manangement, LLC
50,734$4.5M0.1%GrowthLowPlymouth, MN2026-10-13
Grove Bank & Trust
49,137$4.4M0.4%ETFLowMiami, FL2026-10-08
Moisand Fitzgerald Tamayo, LLC
49,007$4.4M0.4%ETFVery LowOrlando, FL2026-10-15
Family Office Research LLC
48,456$4.4M1.7%ETFLowBethesda, MD2026-10-14
Balance Wealth Partners LLC
47,412$4.3M1.0%ETFMediumWorthington, OH2026-10-27
Cypress Point Wealth Management, LLC
47,378$4.3M0.5%ETFLowDallas, TX2026-11-03
Cornerstone Wealth Partners, LLC
46,144$4.2M1.7%ETFVery LowOkemos, MI2026-10-28
Milestone Asset Management Group, LLC
44,906$4.0M1.9%ETFVery LowAvon, CT2026-10-20
Herold Advisors, Inc.
44,689$4.0M0.8%CoreLowNew York, NY2026-10-19
Outbound Financial Inc
42,431$3.8M2.4%ETFLowBoulder, CO2026-10-13
Prospect Financial Group LLC
42,396$3.8M3.2%ETFVery LowArlington, VA2026-11-05
Markowski Investments
42,145$3.8M0.8%ETFN/ATampa, FL2026-10-30
LexAurum Advisors, LLC
41,220$3.7M0.4%ETFLowOverland Park, KS2026-10-19
Approach Retirement Advisors, LLC
41,208$3.7M2.7%ETFLowVestavia, AL2026-10-22
Fifth Third Securities, Inc.
40,884$3.7M0.2%ETFLowCincinnati, OH2026-10-21
Cap Partners, LLC
40,871$3.7M1.7%ETFLowFranklin, TN2026-10-19
Nfsg Corp
40,853$3.7M0.4%Agg GrowthMediumBoca Raton, FL2026-10-15
Clearwave Capital, LLC
40,185$3.6M1.9%GrowthLowUpland, CA2026-10-27
Endeavor Private Wealth, Inc.
39,902$3.6M0.9%ETFMediumTopeka, KS2026-11-05
Armbruster Capital Management, Inc.
39,764$3.6M0.5%ETFVery LowPittsford, NY2026-10-19
D'Orazio & Associates, Inc.
39,003$3.5M0.4%ETFLowVienna, VA2026-11-04
FCG Investment Co
38,700$3.5M1.1%GrowthHighGermantown, TN2026-10-13
Wealth Enhancement Trust Services, Inc.
38,523$3.5M0.4%GrowthMediumSioux Falls, SD2026-10-07
Aspirean Wealth, LLC
38,363$3.5M3.2%ETFN/AMill Valley, CA2026-11-03
Quarry Hill Advisors, LLC
38,133$3.4M1.3%ETFVery LowSt Paul, MN2026-11-04
Diversify Wealth Management, LLC
37,379$3.4M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
37,379$3.4M0.1%GrowthLowSandy, UT2026-10-20
L.K. Benson & Company, P.C.
36,538$3.3M1.0%YieldVery LowTimonium, MD2026-10-23
Golden State Wealth Management, LLC
35,688$3.2M0.3%ETFMediumSanta Ana, CA2026-11-02
Aire Advisors, LLC
34,440$3.1M0.5%ETFVery LowBeverly Hills, CA2026-10-22
Austin Asset Management Co Inc
33,684$3.0M0.4%ETFVery LowAustin, TX2026-10-29
Evanson Financial, LLC
32,802$3.0M0.1%ETFN/AMclean, VA2026-10-23
D.A. Davidson & Co.
32,575$2.9M0.0%CoreLowGreat Falls, MT2026-10-28
Hilton Head Capital Partners, LLC
31,993$2.9M1.6%CoreMediumHilton Head Island, SC2026-10-23
Haven Private, LLC
31,993$2.9M1.1%ETFMediumOrlando, FL2026-10-27
Factor Wealth Management LTD
31,457$2.8M0.4%ETFLowChicago, IL2026-10-08
Marathon Wealth Advisors LLC
30,812$2.8M0.9%GrowthVery LowBoston, MA2026-11-04
Sunpointe, LLC
30,263$2.7M0.8%GrowthMediumSt. Louis, MO2026-10-22
Harbor Investment Advisory, LLC
29,626$2.7M0.2%GrowthLowLutherville, MD2026-10-13
Fifth Third Wealth Advisors LLC
29,576$2.7M0.1%IndexVery LowCincinnati, OH2026-10-22
Prosperity Planning, Inc.
29,547$2.7M0.6%ETFVery LowNorth Kansas City, MO2026-10-09
Transcendent Capital Group LLC
27,996$2.5M1.0%ETFMediumEdmond, OK2026-10-28
National Wealth Management Group, LLC
27,917$2.5M0.7%ETFMediumCincinnati, OH2026-10-26
Ceera Investments, LLC
27,534$2.5M0.9%CoreMediumBellaire, TX2026-11-02
Nova R Wealth, Inc.
27,232$2.5M0.7%ETFLowOverland Park, KS2026-10-26
RAM Investment Partners, LLC
26,822$2.4M0.4%ETFLowBellevue, WA2026-10-21
Pacific Asset Management, LLC
25,716$2.3M1.1%ETFVery LowGig Harbor, WA2026-10-15
Collective Family Office LLC
25,472$2.3M0.5%ETFLowYork, PA2026-10-05
LAM Group, Inc.
25,450$2.3M1.2%ETFVery LowLake Oswego, OR2026-10-26
Abacus Planning Group, Inc.
24,871$2.2M0.3%ETFLowColumbia, SC2026-11-02
Berman McAleer LLC
23,509$2.1M0.2%ETFVery LowTimonium, MD2026-10-16
Brown Financial Advisory
23,358$2.1M0.9%ETFVery LowFairhope, AL2026-11-05
Avant Financial Advisors LLC
23,306$2.1M1.3%ETFVery LowAustin, TX2026-11-02
Fonville Wealth Management LLC
22,681$2.0M0.3%ETFVery LowRichmond, VA2026-10-28
RFG Advisory, LLC
22,635$2.0M0.0%ETFMediumBirmingham, AL2026-11-03
Wedbush Securities Inc
22,635$2.0M0.1%CoreLowPasadena, CA2026-10-22
Legacy Financial Group, Inc.
21,957$2.0M0.4%ETFLowTulsa, OK2026-10-21
Private Wealth Management Group, LLC
21,792$2.0M0.4%ETFLowPrinceton, NJ2026-10-19
Clear Point Advisors Inc.
21,611$1.9M1.3%ETFMediumMelville, NY2026-10-30
Tandemgrowth Financial Advisors LLC
21,551$1.9M1.6%ETFVery LowAlpharetta, GA2026-11-05
Trademark Financial Management, LLC
21,351$1.9M0.8%ETFMediumBloomington, MN2026-10-23
Tandem Investment Partners LLC
21,107$1.9M1.5%ETFLowBordentown, NJ2026-10-16
Thayer Financial, L.L.C.
21,007$1.9M1.7%ETFMediumHickory, NC2026-10-21
Apollon Financial, LLC
20,351$1.8M0.2%ETFVery LowMount Pleasant, SC2026-10-23
Truist Financial Corp
20,296$1.8M0.0%CoreLowCharlotte, NC2026-10-30
Narus Financial Partners, LLC
19,616$1.8M0.5%ValueLowSalt Lake City, UT2026-10-19
Harbor Asset Planning, Inc.
19,437$1.8M1.3%ETFVery LowBelmont, MA2026-10-23
GEM Asset Management, LLC
19,408$1.7M0.7%ETFLowPlymouth, MI2026-10-13
Riverchase Wealth Management, LLC
18,666$1.7M0.8%ETFMediumFlower Mound, TX2026-10-28
USAdvisors Wealth Management, LLC
18,562$1.7M1.9%ETFLowEden Prairie, MN2026-10-21
Private Trust Co NA
18,531$1.7M0.1%CoreLowCleveland, OH2026-10-20
Seed Wealth Management, Inc.
18,065$1.6M1.0%ETFMediumEvanston, IL2026-10-20
Leading Edge Financial Planning LLC
17,996$1.6M0.3%ETFLowKnoxville, TN2026-10-23
CWA Asset Management Group, LLC
17,836$1.6M0.0%CoreMediumNaples, FL2026-10-19
EnRich Financial Partners LLC
17,669$1.6M0.4%ETFVery LowMadison, WI2026-10-21
MCF Advisors LLC
17,354$1.6M0.1%ETFLowLexington, KY2026-10-28
Apollon Wealth Management, LLC
17,321$1.6M0.0%GrowthLowMount Pleasant, SC2026-10-23
Accredited Investors Inc.
16,694$1.5M0.1%ETFLowEdina, MN2026-11-03
Breakwater Capital Group
16,687$1.5M0.2%ETFLowParamus, NJ2026-10-09
Allodium Investment Consultants, LLC
16,452$1.5M0.6%ETFVery LowMinneapolis, MN2026-10-14
Financial Management Network Inc
16,265$1.5M0.2%ETFLowMission Viejo, CA2026-10-09
Crusonia Wealth Advisors LLC
16,031$1.4M0.2%ETFVery LowDenver, CO2026-10-26
Atria Investments, Inc
15,887$1.4M0.0%CoreMediumCharlotte, NC2026-10-15
Bokf, NA
15,886$1.4M0.0%CoreLowTulsa, OK2026-10-27
Sigma Planning Corp
15,870$1.4M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Sowell Financial Services LLC
15,500$1.4M0.0%CoreLowNorth Little Rock, AR2026-10-23
Parsons Capital Management Inc
15,281$1.4M0.1%CoreLowProvidence, RI2026-10-28
HBW Advisory Services LLC
15,118$1.4M0.1%ETFMediumSimi Valley, CA2026-10-15
Frankly Finances, LLC
15,080$1.4M1.1%ETFVery LowWinter Park, FL2026-10-28
Financial Partners Group, Inc
14,838$1.3M0.1%ETFLowOverland Park, KS2026-10-19
Life Planning Partners, Inc
14,596$1.3M1.1%ETFVery LowJacksonville, FL2026-10-28
ATX Financial Planning, LLC
14,328$1.3M0.8%ETFHighAustin, TX2026-10-14
Hardin Capital Partners, LLC
14,150$1.3M0.6%YieldVery LowGreenville, SC2026-10-09
Compass Financial Management LLC
14,113$1.3M0.1%CoreN/ATampa, FL2026-10-30
Coquina Private Wealth LLC
13,980$1.3M0.8%ETFVery LowPort Charlotte, FL2026-10-27
Keybank National Association
13,416$1.2M0.0%CoreLowBrooklyn, OH2026-11-04
RW Investment Management LLC
13,273$1.2M0.1%ETFLowEagle, ID2026-11-03
Cerro Pacific Wealth Advisors LLC
12,924$1.2M0.3%GrowthLowSan Luis Obispo, CA2026-10-22
Aurelius Family Office LLC
12,696$1.1M0.5%ETFVery LowBedford, NH2026-10-23
Ifrah Financial Services, Inc.
10,957$987.3K0.2%ETFLowLittle Rock, AR2026-10-13
J.W. Cole Advisors, Inc.
10,849$977.6K0.0%IndexLowTampa, FL2026-11-05
Financial Futures Ltd Liability Co.
10,830$975.9K0.4%ETFLowBrielle, NJ2026-10-13
Freedom Day Solutions, LLC
10,676$962.0K0.2%CoreLowHouston, TX2026-10-20
Wealth Preservation Advisors, LLC
10,645$959.2K0.5%CoreLowChattanooga, TN2026-11-05
Signature Estate & Investment Advisors LLC
10,576$953.0K0.0%ETFMediumLos Angeles, CA2026-10-13
SRH Advisors, LLC
10,506$946.7K0.2%ETFVery LowSalina, KS2026-10-22
Sprinkle Financial Consultants LLC
10,455$942.2K0.4%ETFLowLittleton, CO2026-10-09
Bison Wealth, LLC
10,429$934.3K0.1%GrowthMediumAtlanta, GA2026-10-13
Decker Retirement Planning Inc.
10,116$911.5K0.3%Agg GrowthVery HighLevi, UT2026-10-19
KPP Advisory Services LLC
10,002$901.2K0.2%GrowthMediumLouisville, KY2026-10-26
Advisor OS, LLC
9,752$878.7K0.1%ETFMediumChicago, IL2026-11-03
Joseph P. Lucia & Associates, LLC
9,746$878.2K0.3%ETFVery LowYorktown Heights, NY2026-10-30
Jm2 Capital Inc.
9,666$871.0K0.6%GrowthVery LowEdmond, OK2026-10-14
Trust Co
9,628$867.6K0.1%ETFVery LowManhattan, KS2026-10-09
MN Wealth Advisors, LLC
9,505$856.6K0.3%ETFMediumOverland Park, KS2026-10-23
Visionary Horizons, LLC
9,281$836.4K0.3%ETFLowKnoxville, TN2026-10-22
Ridgeline Wealth, LLC
9,041$814.2K0.5%ETFVery LowMesa, AZ2026-10-14
Forum Financial Management, LP
8,904$802.3K0.0%ETFLowLombard, IL2026-10-16
Revolve Wealth Partners, LLC
8,618$776.5K0.1%ETFVery LowHackensack, NJ2026-10-23
Bannerman Wealth Management Group, LLC
8,428$759.5K0.4%ETFVery LowLewisville, TX2026-10-09
Walkner Condon Financial Advisors LLC
8,405$757.4K0.1%ETFLowVerona, WI2026-11-02
Andrews, Lucia Wealth Management LLC
8,161$735.4K0.4%ETFVery LowDanville, CA2026-11-02
Kooman & Associates
8,018$722.5K0.2%ETFLowAltoona, PA2026-10-21
Directional Asset Management
8,012$721.9K0.6%CoreLowArlington Heights, IL2026-10-22
Peck Wealth Management, LLC
7,810$703.8K0.6%ETFLowWhite Plains, NY2026-10-29
Lauterbach Financial Advisors, LLC
7,644$688.8K0.3%ETFVery LowEl Paso, TX2026-10-21
Elevation Wealth Management LLC
7,469$673.0K0.5%Agg GrowthLowEden Prairie, MN2026-11-02
Thrive Wealth Management, LLC
7,369$664.0K0.1%ETFVery LowAudubon, PA2026-10-13
Hill Island Financial LLC
7,352$662.5K0.1%ETFLowGrand Rapids, MI2026-10-20
GC Wealth Management RIA, LLC
7,110$640.7K0.0%GrowthMediumCambridge, MA2026-11-02
Foundry Financial LLC
6,975$628.5K0.2%ETFMediumPasadena, CA2026-10-16
Avior Wealth Management, LLC
6,973$628.3K0.0%ETFMediumOmaha, NE2026-10-13
Cooper S Advisors, LLC
6,883$620.2K0.3%ETFLowVictor, NY2026-11-03
Aprio Wealth Management, LLC
6,843$616.6K0.0%ETFMediumAtlanta, GA2026-10-28
Navigoe, LLC
6,751$608.0K0.3%ETFVery LowRedondo Beach, CA2026-11-04
Morey & Quinn Wealth Partners, LLC
6,692$603.0K0.4%CoreVery LowOmaha, NE2026-10-28
Kathmere Capital Management, LLC
6,521$587.6K0.0%ETFLowWayne, PA2026-10-20
Prosperitas Financial LLC
6,430$579.4K0.2%GrowthLowValencia, CA2026-10-28
BIP Wealth, LLC
6,190$557.8K0.0%ETFMediumAtlanta, GA2026-10-22
Granite Islands Private Wealth, LLC
6,131$552.4K0.3%GrowthLowGuilford, CT2026-10-16
Ares Financial Consulting, LLC
6,016$542.1K0.4%CoreLowCalabasas, CA2026-10-19
Independent Financial Group, LLC
5,919$533.3K0.0%GrowthLowSan Diego, CA2026-10-13
Spire Wealth Management
5,903$531.9K0.0%GrowthMediumMclean, VA2026-10-30
Pinnacle Associates LTD
5,792$521.9K0.0%CoreLowNew York, NY2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
5,600$504.6K0.0%GrowthLowRed Bank, NJ2026-10-23
RMR Wealth Builders
5,516$497.0K0.0%ETFLowMontclair, NJ2026-10-22
New Dimensions Wealth Management, LLC
5,465$492.5K0.4%ETFVery LowAllen, TX2026-11-02
US Bancorp \de\
5,404$487.0K0.0%IndexLowMinneapolis, MN2026-11-05
Parcion Private Wealth LLC
5,390$485.7K0.0%CoreMediumBellevue, WA2026-10-28
Citizens Financial Group Inc
5,346$481.7K0.0%GrowthLowProvidence, RI2026-10-23
QTR Family Wealth, LLC
5,236$471.8K0.2%GrowthMediumLake Mary, FL2026-11-02
High Net Worth Advisory Group LLC
5,201$468.7K0.1%ETFVery LowNaples, FL2026-10-26
Platt Wealth Management LLC
5,185$467.0K0.6%GrowthVery LowSan Diego, CA2026-11-04
Cordgrass Capital Advisors, LLC
5,140$463.2K0.2%CoreLowRaleigh, NC2026-10-30
KFA Private Wealth Group, LLC
5,091$458.8K0.1%ETFLowTysons, VA2026-10-07
Intelligent Financial Strategies
5,090$458.6K0.2%ETFVery LowExcelsior, MN2026-10-16
Accelerate Investment Advisors LLC
5,061$456.1K0.3%ETFLowAliso Viejo, CA2026-11-02
Tortuga Wealth Management, Inc
4,896$441.9K0.3%CoreLowTorrance, CA2026-10-27
A4 Wealth Advisors LLC
4,790$431.6K0.3%ETFHighHuntersville, NC2026-10-20
StoneX Group Inc.
4,722$435.2K0.0%ETFMediumNew York, NY2026-11-03
Sheets Smith Wealth Management
4,597$414.2K0.0%CoreLowWinston-Salem, NC2026-10-16
Aspiriant, LLC
4,548$409.8K0.0%ETFVery LowLos Angeles, CA2026-10-16
Mainsail Asset Management, LLC
4,528$410.1K0.2%ETFMediumBirmingham, AL2026-10-14
Asset Dedication, LLC
4,481$403.8K0.0%ETFLowSan Francisco, CA2026-11-03
Cullen T Bankers, Inc.
4,474$403.1K0.0%GrowthLowSan Antonio, TX2026-10-28
Oceanside Advisors LLC
4,460$401.9K0.2%ETFVery LowMount Pleasant, SC2026-11-03
Facet Wealth, Inc.
4,444$400.4K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
BFI Wealth Solutions, LLC
4,346$391.7K0.3%ETFLowDallas, TX2026-10-16
Dynamic Advisor Solutions LLC
4,340$391.0K0.0%ETFLowPhoenix, AZ2026-10-13
Triad Wealth Partners, LLC
4,279$385.6K0.0%ETFMediumLawrence, KS2026-10-26
Alkeme Wealth, LLC
4,271$384.9K0.1%ValueLowScottsdale, AZ2026-10-08
Acorn Creek Capital LLC
4,192$377.8K0.1%ETFLowFort Collins, CO2026-11-05
Mesirow Financial Investment Management, Inc.
4,143$373.3K0.0%CoreLowChicago, IL2026-11-05
Summit Financial Strategies, Inc.
4,132$372.3K0.0%ETFLowColumbus, OH2026-10-14
Almanack Investment Partners, Llc.
4,125$371.7K0.0%ETFMediumNewtown Square, PA2026-11-03
Mallini Complete Financial Planning LLC
4,033$363.4K0.3%ETFMediumGainesville, FL2026-10-06
Stonehearth Capital Management, LLC
3,914$352.7K0.1%ETFMediumDanvers, MA2026-10-13
Lunt Capital Management, Inc.
3,910$352.3K0.1%ETFLowHolladay, UT2026-10-30
Rinkey Investments
3,898$351.3K0.1%ETFLowSan Diego, CA2026-10-28
Flynn Zito Capital Management, LLC
3,847$346.6K0.1%ETFLowGarden City, NY2026-11-04
Atlas Brown,Inc.
3,838$345.8K0.1%GrowthLowLouisville, KY2026-10-09
Ritholtz Wealth Management
3,768$339.6K0.0%IndexLowNew York, NY2026-11-05
XY Planning Network, Inc.
3,707$334.1K0.0%ETFLowBozeman, MT2026-10-14
Atala Financial Inc
3,663$330.1K0.2%CoreLowCalabasas, CA2026-10-22
Jacobi Capital Management LLC
3,643$328.3K0.0%CoreLowPittston, PA2026-11-05
Santori & Peters, Inc.
3,596$324.0K0.1%GrowthVery LowCanonsburg, PA2026-10-26
Soltis Investment Advisors LLC
3,507$316.0K0.0%CoreMediumSt. George, UT2026-10-28
Daymark Wealth Partners, LLC
3,336$300.6K0.0%CoreLowCincinnati, OH2026-11-04
Brookstone Capital Management
3,334$300.4K0.0%ETFMediumWheaton, IL2026-10-22
Thrivent Financial for Lutherans
3,291$294.0K0.0%GARPMediumMinneapolis, MN2026-11-05
AdvisorNet Financial, Inc
3,280$292.8K0.0%ETFLowMinnetonka, MN2026-10-15
Meridian Wealth Management, LLC
3,279$295.5K0.0%GrowthLowLexington, KY2026-11-05
Split Rock Private Trading & Wealth Management, LLC
3,253$293.1K0.2%GrowthMediumCloquet, MN2026-10-15
Simon Quick Advisors, LLC
3,160$284.7K0.0%ETFLowMorristown, NJ2026-10-26
Well Done, LLC
3,025$272.6K0.0%ETFLowHolland, MI2026-10-20
Prudent Investor Advisors, LLC
2,969$267.5K0.2%ETFN/AFolsom, CA2026-10-22
Global Trust Wealth Management LLC
2,951$265.9K0.2%ETFMediumWest Palm Beach, FL2026-10-14
Oppenheimer & Co Inc
2,917$262.9K0.0%CoreLowNew York, NY2026-10-26
Gerber Kawasaki Wealth & Investment Management
2,856$257.4K0.0%ETFLowSanta Monica, CA2026-10-29
SpringVest Wealth Management LLC
2,856$257.4K0.2%ETFLowDallas, TX2026-10-27
Entrewealth, LLC
2,842$256.1K0.1%ETFLowAustin, TX2026-10-14
O'Connor Financial Group LLC
2,820$254.1K0.1%ETFLowQuincy, IL2026-10-26
Cambridge Financial Group, LLC
2,676$238.7K0.1%ETFLowTucson, AZ2026-10-06
True Link Financial Advisors, LLC
2,613$235.5K0.0%ETFLowSan Francisco, CA2026-10-27
Parkshore Wealth Management, Inc.
2,503$225.6K0.1%ETFLowGranite Bay, CA2026-10-13
Fragasso Financial Advisors Inc
2,477$222.4K0.0%ETFLowSewickley, PA2026-10-13
Assetmark, Inc
2,470$222.5K0.0%ETFLowConcord, CA2026-10-21
Smith & Howard Wealth Management, LLC
2,455$221.2K0.0%ETFLowAtlanta, GA2026-10-27
Accel Wealth Management
2,383$214.7K0.0%ETFLowWaverly, IA2026-10-13
Verus Financial Partners, Inc.
2,375$214.0K0.0%ETFVery LowRichmond, VA2026-10-29
Redwood Financial Network Corp
2,355$212.2K0.1%ETFLowSolon, OH2026-11-03
Fermata Advisors, LLC
2,337$210.6K0.0%ETFLowSonoma, CA2026-10-13
Detalus Advisors, LLC
2,336$210.5K0.0%ETFLowSt. Louis, MO2026-10-15
3 Factor Indexing, LLC
2,257$203.4K0.2%ETFLowSacramento, CA2026-10-15
Allegiance Financial Group Advisory Services LLC
2,253$203.0K0.0%ETFLowVienna, VA2026-11-02
RHL Group, LLC
2,169$195.5K0.1%ETFVery HighHolly, MI2026-11-04
Lanark Financial, Inc.
2,108$190.0K0.0%CoreMediumBirmingham, AL2026-10-26
MidAtlantic Capital Management, Inc.
2,026$182.6K0.1%ETFVery LowRichmond, VA2026-11-05
IFP Advisors, Inc
1,973$177.8K0.0%GrowthLowTampa, FL2026-10-16
Signature Equity Partners, LLC
1,969$177.4K0.1%GrowthMediumColumbus, OH2026-10-29
Salomon & Ludwin, LLC
1,869$168.4K0.0%ETFVery LowRichmond, VA2026-10-29
1620 Investment Advisors, Inc.
1,843$166.0K0.1%ValueLowPlymouth, MA2026-11-04
Creative Financial Designs Inc
1,842$166.0K0.0%ETFMediumKokomo, IN2026-11-04
MeadowBrook Investment Advisors LLC
1,697$151.4K0.1%CoreLowLivonia, MI2026-10-29
Creative Capital Management Investments LLC
1,649$148.6K0.0%ETFLowSan Diego, CA2026-10-28
Halbert Hargrove Global Advisors, LLC
1,625$146.4K0.0%ETFLowLong Beach, CA2026-10-16
Bank of New Hampshire
1,613$145.3K0.0%CoreLowLaconia, NH2026-10-06
Mather Group, Llc.
1,610$145.1K0.0%ETFMediumChicago, IL2026-10-14
Lloyd Advisory Services, Llc.
1,608$144.9K0.1%ETFVery HighSuwanee, GA2026-11-02
Redwood Park Advisors LLC
1,438$129.5K0.1%ETFVery LowRedwood City, CA2026-11-02
Root Financial Partners, LLC
1,345$121.2K0.0%ETFMediumEncinitas, CA2026-10-21
Arlington Trust Co LLC
1,293$116.5K0.0%ETFMediumBirmingham, AL2026-10-20
Kings Path Partners LLC
1,288$116.1K0.0%ETFVery LowSugar Land, TX2026-10-21
Cherry Tree Wealth Management, LLC
1,228$110.7K0.0%ETFVery LowMinnetonka, MN2026-10-15
Global Trust Asset Management, LLC
1,130$101.8K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
AlphaCore Capital LLC
1,126$101.5K0.0%ETFLowLa Jolla, CA2026-11-04
Abound Wealth Management
1,119$100.8K0.0%ETFVery LowFranklin, TN2026-10-26
Monetary Solutions, Ltd
1,035$93.3K0.1%ETFVery LowDayton, OH2026-10-22
Evolution Wealth Management Inc.
1,023$92.2K0.1%ETFMediumFort Myers, FL2026-10-28
Comprehensive Financial Planning, Inc.
1,001$90.3K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Nemes Rush Group LLC
845$76.2K0.0%CoreVery LowNovi, MI2026-11-04
Eastern Bank
680$61.3K0.0%GrowthMediumBoston, MA2026-10-05
Your Advocates Ltd., LLP
648$58.4K0.0%ETFLowHouston, TX2026-11-03
Latitude Advisors, LLC
525$47.3K0.0%ETFLowYorkville, IL2026-10-27
Reap Financial Group, LLC
518$46.7K0.0%ETFLowAustin, TX2026-11-02
Hazlett, Burt & Watson, Inc.
502$36.0K0.0%CoreVery LowWheeling, WV2026-11-04
Marquette Asset Management, LLC
497$44.8K0.0%ETFVery LowMinneapolis, MN2026-10-09
Plante Moran Financial Advisors, LLC
495$44.6K0.0%ETFVery LowSouthfield, MI2026-11-04
Angeles Wealth Management, LLC
485$43.7K0.0%ETFLowSanta Monica, CA2026-10-26
Key FInancial Inc
434$39.1K0.0%ETFLowWest Chester, PA2026-11-02
Simplex Trading, LLC
400$36.0K0.0%CoreVery HighChicago, IL2026-11-04
TD Waterhouse Canada Inc.
308$26.8K0.0%CoreLowToronto, Australia2026-10-16
Team Financial Group, LLC
298$26.9K0.0%ETFLowTemecula, CA2026-10-30
Silver Grove Financial Group, Inc.
262$23.6K0.0%CoreMediumOrchard Park, NY2026-11-05
Kingdom Financial Group Llc.
252$22.7K0.0%ETFMediumPeoria, AZ2026-11-04
Yankcom Partnership
228$20.5K0.0%CoreVery LowYankton, SD2026-10-15
Elevate Wealth Advisory, Inc
228$20.5K0.0%ETFVery LowAthens, GA2026-10-29
Gamma Investing LLC
227$20.5K0.0%IndexVery LowFoster City, CA2026-10-08
Capital Investment Advisory Services, LLC
217$19.6K0.0%CoreMediumRaleigh, NC2026-10-30
McCarley & Cook Financial Planners
215$19.4K0.0%ETFLowCincinnati, OH2026-10-21
Mowery & Schoenfeld Wealth Management, LLC
212$19.1K0.0%GrowthMediumLincolnshire, IL2026-10-28
Albion Financial Group
200$18.0K0.0%GrowthLowSalt Lake City, UT2026-10-21
Family Capital Trust Co
166$15.0K0.0%CoreLowPeabody, MA2026-10-22
SBI Securities Co., Ltd.
163$14.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Rossby Financial, LCC
163$14.7K0.0%ETFMediumMelbourne, FL2026-11-05
Pinnacle Bancorp, Inc.
140$12.6K0.0%CoreVery LowBeatrice, NE2026-10-21
Citigroup Inc
121$10.9K0.0%CoreMediumNew York, NY2026-11-04
Pacifica Partners Inc.
109$9.7K0.0%CoreLowSurrey, South Africa2026-10-09
Cassaday & Co Wealth Management LLC
106$9.6K0.0%ETFVery LowMclean, VA2026-10-27
GHP Investment Advisors, Inc.
102$9.2K0.0%CoreVery LowDenver, CO2026-10-15
Physician Wealth Advisors, Inc.
80$7.2K0.0%ETFMediumMidvale, UT2026-10-20
Bfsg, LLC
60$5.4K0.0%CoreLowIrvine, CA2026-10-30
Buck Wealth Strategies, LLC
54$4.9K0.0%ValueMediumDenver, CO2026-10-28
Signaturefd, LLC
53$4.8K0.0%IndexLowAtlanta, GA2026-10-23
Fortitude Family Office, LLC
46$4.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Quest 10 Wealth Builders, Inc.
46$4.1K0.0%ETFLowFuquay-Varina, VA2026-11-02
Accordant Advisory Group Inc
40$3.6K0.0%ValueMediumAnnapolis, MD2026-10-29
First Command Advisory Services, Inc.
39$3.5K0.0%IndexLowFort Worth, TX2026-11-05
Nova Financial LLC
32$2.9K0.0%N/AN/ATucson, AZ2026-11-04
Archer Investment Corp
30$2.7K0.0%CoreMediumCarmel, IN2026-11-05
Investment Research & Advisory Group, Inc.
26$2.3K0.0%GrowthVery LowAtlanta, GA2026-10-19
Lodestone Wealth Management LLC
10$9280.0%CoreLowSpokane, WA2026-10-14
Vermillion Wealth Management, Inc.
7$6310.0%ValueLowRosemount, MN2026-10-26
Indiana Trust & Investment Management Co
5$4510.0%GrowthLowMishawaka, IN2026-10-22
New England Capital Financial Advisors LLC
1$910.0%ETFLowMeriden, CT2026-11-03