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Avantis Intl S/C Value ETF (AVDV)

CUSIP: 025072802 | NYSE | 1014 institutional holders

Quarters

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

Creative Planning27,120,711
1.7% of portfolio›$3.0B
Accredited Investors Inc.2,679,024
12.6% of portfolio›$293.0M
Modera Wealth Management, LLC2,521,225
2.9% of portfolio›$275.8M
Unison Advisors LLC798,273
6.1% of portfolio›$87.3M
TCI Wealth Advisors, Inc.767,927
3.4% of portfolio›$84.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management705,864
1.0% of portfolio›$77.2M
Frontier Asset Management, LLC669,958
13.8% of portfolio›$73.3M
Wealth Management Nebraska584,721
5.6% of portfolio›$64.0M
Apella Capital, LLC569,360
0.8% of portfolio›$61.5M
Burton Enright Welch553,378
6.5% of portfolio›$60.5M
Park Avenue Securities LLC534,995
1.0% of portfolio›$58.5M
Foster Group, Inc.501,336
1.5% of portfolio›$54.8M
Petersen Hastings Wealth Advisors Inc.493,275
4.5% of portfolio›$54.0M
Brickley Wealth Management451,098
6.9% of portfolio›$49.3M
Moisand Fitzgerald Tamayo, LLC400,502
4.4% of portfolio›$43.8M
Allegiance Financial Group Advisory Services LLC368,576
6.5% of portfolio›$40.3M
Symmetry Partners, LLC332,104
1.9% of portfolio›$36.3M
Marquette Asset Management, LLC329,101
4.7% of portfolio›$36.0M
Krilogy Financial LLC326,662
1.0% of portfolio›$35.3M
AlphaCore Capital LLC314,229
0.6% of portfolio›$34.4M
Meredith Wealth Planning314,035
8.6% of portfolio›$34.3M
Magnus Financial Group LLC310,485
2.3% of portfolio›$34.0M
Opus Capital Group, LLC310,434
12.5% of portfolio›$34.0M
Willow Creek Wealth Management Inc.304,343
2.2% of portfolio›$33.3M
Emprise Bank298,753
12.5% of portfolio›$32.7M
Define Financial, LLC286,271
13.0% of portfolio›$31.3M
Atwood & Palmer Inc285,145
1.6% of portfolio›$31.2M
Commonwealth Equity Services, LLC279,733
0.0% of portfolio›$30.6M
Quarry Hill Advisors, LLC270,338
11.0% of portfolio›$29.6M
Northwest Wealth Management, LLC269,056
3.8% of portfolio›$29.4M
Morton Brown Family Wealth, LLC262,606
6.4% of portfolio›$28.7M
Wealth Enhancement Advisory Services, LLC258,316
0.0% of portfolio›$27.8M
Kondo Wealth Advisors, Inc.253,632
9.2% of portfolio›$27.7M
Prime Capital Investment Advisors, LLC251,275
0.3% of portfolio›$27.5M
Financial Management Network Inc247,281
3.9% of portfolio›$27.0M
B&D White Capital Company, LLC234,225
2.5% of portfolio›$25.6M
Peirce Capital Management, LLC222,493
8.9% of portfolio›$24.3M
Quantum Financial Advisors, LLC221,854
2.3% of portfolio›$24.3M
Squire Investment Management Company, LLC221,291
5.7% of portfolio›$24.2M
Great Point Wealth Advisors, LLC209,278
3.6% of portfolio›$22.9M
Exchange Traded Concepts, LLC207,116
0.1% of portfolio›$22.7M
Wealth Architects, LLC201,779
1.7% of portfolio›$22.1M
Cornerstone Wealth Partners, LLC197,959
8.6% of portfolio›$21.7M
Discipline Wealth Solutions, LLC197,136
1.9% of portfolio›$21.6M
Perigon Wealth Management, LLC196,450
0.3% of portfolio›$21.5M
Prosperity Planning, Inc.192,661
4.7% of portfolio›$21.1M
McMill Wealth Management188,790
4.7% of portfolio›$20.6M
HMV Wealth Advisors, LLC186,751
7.7% of portfolio›$20.4M
Kaufman Rossin Wealth, LLC185,680
8.2% of portfolio›$20.3M
D'Orazio & Associates, Inc.185,360
2.2% of portfolio›$20.3M
RED Lighthouse Investment Management, LLC179,521
5.8% of portfolio›$19.6M
Plancorp, LLC176,006
0.4% of portfolio›$18.5M
Private Wealth Management Group, LLC159,891
3.9% of portfolio›$17.5M
Hill Island Financial LLC158,316
3.6% of portfolio›$17.3M
Invariant Investment Management156,295
9.9% of portfolio›$17.1M
Friday Financial155,085
3.3% of portfolio›$16.8M
Fonville Wealth Management LLC151,698
2.5% of portfolio›$16.6M
Farther Finance Advisors, LLC150,923
0.1% of portfolio›$16.5M
Flagstone Financial Management150,756
3.6% of portfolio›$16.5M
Barry Investment Advisors, LLC150,240
3.1% of portfolio›$16.4M
Three Arch Wealth Management LLC148,737
2.6% of portfolio›$16.3M
Nottingham Advisors, Inc.148,462
2.0% of portfolio›$16.0M
Intergy Private Wealth, LLC145,416
3.6% of portfolio›$15.9M
Family Wealth Partners, LLC139,511
4.6% of portfolio›$15.3M
Aerodigm Wealth, LLC139,468
5.3% of portfolio›$15.3M
Robinswood Financial LLC137,091
4.5% of portfolio›$14.7M
Mraz, Amerine & Associates, Inc.134,349
2.3% of portfolio›$14.7M
Angeles Investment Advisors, LLC132,800
0.9% of portfolio›$14.5M
Wedmont Private Capital131,877
0.3% of portfolio›$14.2M
Collective Family Office LLC131,465
3.0% of portfolio›$14.4M
Telos Capital Management, Inc.128,145
1.2% of portfolio›$14.0M
Larson Financial Group LLC127,278
0.3% of portfolio›$13.9M
CogentBlue Wealth Advisors, LLC127,268
12.9% of portfolio›$13.9M
Apeiron RIA LLC122,734
3.0% of portfolio›$13.3M
Confluence Investment Management LLC119,821
0.2% of portfolio›$13.1M
Parkshore Wealth Management, Inc.116,776
3.2% of portfolio›$12.8M
Highland Financial Advisors, LLC116,590
2.7% of portfolio›$12.8M
Schulz Wealth, Ltd.115,258
5.9% of portfolio›$12.6M
Avior Wealth Management, LLC114,943
0.3% of portfolio›$12.6M
XY Planning Network, Inc.112,267
1.3% of portfolio›$12.3M
Reap Financial Group, LLC111,943
2.0% of portfolio›$12.2M
Assetmark, Inc111,417
0.0% of portfolio›$12.2M
Porter White Investment Advisors, Inc.106,890
7.3% of portfolio›$11.7M
Porter White Investment Advisors, Inc.106,890
7.3% of portfolio›$11.7M
Fidelity D & D Bancorp Inc106,766
3.9% of portfolio›$11.7M
Annex Advisory Services, LLC103,800
0.2% of portfolio›$11.4M
Factor Wealth Management LTD99,938
1.7% of portfolio›$10.9M
Kestra Advisory Services, LLC99,828
0.0% of portfolio›$10.9M
Financial Futures Ltd Liability Co.98,805
4.0% of portfolio›$10.8M
WMG Financial Advisors, LLC97,070
3.8% of portfolio›$10.0M
True North Advisors, LLC96,301
0.8% of portfolio›$10.5M
Voisard Asset Management Group, Inc.93,273
1.9% of portfolio›$10.2M
TD Waterhouse Canada Inc.92,748
0.0% of portfolio›$10.0M
Bayshore Asset Management, LLC91,709
3.5% of portfolio›$9.9M
Cadent Capital Advisors, LLC89,050
2.1% of portfolio›$9.7M
Cambridge Investment Research Advisors, Inc.88,810
0.1% of portfolio›$9.7M
HB Wealth Management, LLC88,292
0.0% of portfolio›$9.7M
Fortitude Family Office, LLC87,168
1.6% of portfolio›$9.5M
Ironwood Wealth Management, Llc.85,471
2.0% of portfolio›$9.3M
Stolz & Associates, PS84,952
5.4% of portfolio›$9.3M
Elevate Wealth Advisory, Inc83,069
4.7% of portfolio›$9.1M
Systelligence, LLC81,593
0.6% of portfolio›$3.8M
Harbor Group, Inc.81,203
1.0% of portfolio›$8.9M
Towerpoint Wealth, LLC80,360
3.1% of portfolio›$8.8M
Oceanside Advisors LLC78,999
5.3% of portfolio›$8.6M
Bull Oak Capital, LLC78,269
2.8% of portfolio›$8.6M
Higgins & Schmidt Wealth Strategies LLC76,414
3.4% of portfolio›$8.4M
Davidson Kahn Capital Management, LLC76,346
3.3% of portfolio›$8.4M
Physician Wealth Solutions Inc.75,084
3.2% of portfolio›$8.2M
Kestra Investment Management, LLC74,876
0.2% of portfolio›$8.2M
Caliber Wealth Management, LLC / KS73,602
0.8% of portfolio›$8.1M
Strategic Blueprint, LLC72,398
0.4% of portfolio›$7.9M
Ejmk Ventures LLC72,123
3.3% of portfolio›$7.9M
Oath Planning, LLC72,098
5.1% of portfolio›$7.9M
Cowa, LLC71,015
1.9% of portfolio›$7.8M
Anderson Hoagland & Co70,600
0.6% of portfolio›$7.5M
Bellecapital International Ltd.70,445
1.1% of portfolio›$7.7M
KOM Wealth Management Group, LLC68,166
3.7% of portfolio›$7.5M
Fiduciary Financial Group, LLC67,911
0.9% of portfolio›$7.4M
Simplicity Wealth,LLC67,480
0.2% of portfolio›$7.4M
Kings Path Partners LLC66,740
1.9% of portfolio›$7.3M
EverSource Wealth Advisors, LLC66,372
0.2% of portfolio›$7.3M
First National Bank Sioux Falls65,242
2.2% of portfolio›$7.1M
Ballentine Capital Advisors, Inc63,743
2.6% of portfolio›$7.0M
Leibman Financial Services, Inc.62,448
4.7% of portfolio›$6.8M
Signature Estate & Investment Advisors LLC62,406
0.1% of portfolio›$6.8M
Greenspring Advisors, LLC61,355
0.3% of portfolio›$6.7M
Avant Financial Advisors LLC61,258
4.1% of portfolio›$6.7M
Victory Financial Group, LLC60,720
0.6% of portfolio›$6.6M
Stegent Equity Advisors, Inc.59,941
5.2% of portfolio›$6.6M
Trilogy Capital Inc.59,484
0.2% of portfolio›$6.5M
Southern Capital Services Inc59,291
3.7% of portfolio›$6.5M
Keybank National Association58,995
0.0% of portfolio›$6.5M
Prism Planning Partners LLC58,404
6.1% of portfolio›$6.4M
Chicago Partners Investment Group LLC58,136
0.1% of portfolio›$6.1M
Bannerman Wealth Management Group, LLC57,938
3.6% of portfolio›$6.3M
Golden Bell Financial Planning LLC57,808
4.7% of portfolio›$6.3M
Bauman Advisory Group, LLC56,793
3.1% of portfolio›$6.2M
Alpha Omega Wealth Management LLC54,858
0.9% of portfolio›$6.0M
Cypress Point Wealth Management, LLC52,859
0.6% of portfolio›$5.8M
Stone Summit Wealth LLC52,444
1.5% of portfolio›$5.7M
Versant Capital Management, Inc51,828
0.5% of portfolio›$5.7M
Haven Private, LLC51,058
2.2% of portfolio›$5.6M
Laurel Wealth Planning LLC49,541
2.4% of portfolio›$5.4M
Asset One Wealth Management LLC46,212
0.4% of portfolio›$5.1M
Concurrent Investment Advisors, LLC45,121
0.0% of portfolio›$4.9M
Evanson Financial, LLC42,486
0.2% of portfolio›$4.6M
Redhawk Wealth Advisors, Inc.41,675
0.5% of portfolio›$4.6M
Orange Investment Advisors, Inc.40,815
0.6% of portfolio›$4.5M
Lauterbach Financial Advisors, LLC40,465
1.9% of portfolio›$4.4M
Waterfront Wealth Inc.40,463
0.7% of portfolio›$4.4M
Vise Technologies, Inc.40,038
0.0% of portfolio›$4.4M
Fifth Third Securities, Inc.39,550
0.2% of portfolio›$4.3M
Sigma Planning Corp39,543
0.1% of portfolio›$4.3M
DeLarme Wealth Management, Inc.39,062
2.4% of portfolio›$4.3M
Sentinel Trust Co LBA39,000
0.6% of portfolio›$4.3M
Index Fund Advisors, Inc.38,078
0.2% of portfolio›$4.2M
Accurate Wealth Management, LLC37,916
0.4% of portfolio›$4.1M
Green Ridge Wealth Planning LLC36,195
1.6% of portfolio›$4.0M
Aire Advisors, LLC35,798
0.6% of portfolio›$3.9M
Legacy Wealth Management, LLC / MS35,177
1.1% of portfolio›$3.8M
Fairway Financial, LLC34,756
2.4% of portfolio›$3.8M
Truist Financial Corp34,597
0.0% of portfolio›$3.8M
Capstone Wealth Management, LLC34,270
1.7% of portfolio›$3.7M
Prospect Financial Group LLC33,940
3.1% of portfolio›$3.7M
Nfsg Corp32,794
0.4% of portfolio›$3.6M
Baker Tilly Wealth Management, LLC31,715
0.7% of portfolio›$3.5M
Belleair Asset Management, LLC31,008
2.9% of portfolio›$3.4M
Courier Capital LLC30,647
0.2% of portfolio›$3.4M
Diversify Wealth Management, LLC30,269
0.0% of portfolio›$3.2M
Diversify Advisory Services, LLC30,269
0.0% of portfolio›$3.2M
Berkeley, Inc29,399
1.0% of portfolio›$3.2M
Prospera Financial Services Inc29,175
0.0% of portfolio›$3.1M
Equita Financial Network, Inc.29,146
0.9% of portfolio›$3.2M
Seed Wealth Management, Inc.29,032
2.0% of portfolio›$3.2M
Paragon Advisors, LLC28,888
0.6% of portfolio›$3.2M
TrustWell Financial Advisors, LLC28,059
2.6% of portfolio›$3.1M
Sensenig Capital Advisors, Inc27,732
2.7% of portfolio›$3.0M
Cogent Strategic Wealth LLC26,595
2.8% of portfolio›$2.9M
LexAurum Advisors, LLC26,229
0.3% of portfolio›$2.9M
Networth Advisors, LLC26,215
1.6% of portfolio›$2.9M
Phillip James Consulting Co.25,796
1.9% of portfolio›$2.8M
Frankly Finances, LLC25,748
2.2% of portfolio›$2.8M
Forum Financial Management, LP25,323
0.0% of portfolio›$2.8M
Fiduciary Alliance LLC24,750
0.2% of portfolio›$2.7M
Basso Capital Management, L.P.24,522
0.6% of portfolio›$2.7M
Aspirean Wealth, LLC24,444
2.4% of portfolio›$2.7M
Global Trust Wealth Management LLC23,590
1.9% of portfolio›$2.6M
Holcombe Financial, Inc.23,570
1.4% of portfolio›$2.6M
Adkins Seale Capital Management LLC23,403
2.1% of portfolio›$2.6M
Balboa Wealth Partners23,125
0.3% of portfolio›$2.5M
LAM Group, Inc.23,100
1.3% of portfolio›$2.5M
Bright Futures Wealth Management, Llc.23,019
1.7% of portfolio›$2.5M
Navigoe, LLC22,826
1.4% of portfolio›$2.5M
CoreCap Advisors, LLC21,967
0.1% of portfolio›$2.4M
Hudson Oak Wealth Advisory LLC21,713
1.8% of portfolio›$2.4M
Avidian Wealth Enterprises, LLC21,668
0.1% of portfolio›$2.4M
55 North Private Wealth, LLC21,156
0.4% of portfolio›$2.3M
Gradient Capital Advisors, LLC20,844
0.5% of portfolio›$2.3M
Torren Management, LLC20,651
1.1% of portfolio›$2.3M
Insight Wealth Partners, LLC20,343
0.3% of portfolio›$2.2M
Arlington Capital Management Inc20,028
1.3% of portfolio›$2.2M
Breakwater Capital Group19,914
0.3% of portfolio›$2.2M
Verus Wealth Management, LLC19,649
1.4% of portfolio›$2.1M
IMG Wealth Management, Inc.19,542
1.1% of portfolio›$2.1M
Total Clarity Wealth Management, Inc.18,995
0.4% of portfolio›$2.1M
Philadelphia Trust Co18,892
0.3% of portfolio›$2.1M
Foguth Wealth Management, Llc.18,867
0.2% of portfolio›$2.0M
Pacific Asset Management, LLC17,709
0.9% of portfolio›$1.9M
Northland Capital Management LLC17,674
0.9% of portfolio›$1.9M
Ocean Park Asset Management, LLC17,293
0.1% of portfolio›$1.9M
Trademark Financial Management, LLC17,185
0.8% of portfolio›$1.9M
Brookstone Capital Management17,145
0.0% of portfolio›$1.9M
Burk Holdings LLC17,084
0.6% of portfolio›$1.9M
Clark Asset Management, LLC16,982
0.1% of portfolio›$1.9M
Maia Wealth LLC16,968
0.3% of portfolio›$1.9M
SC&H Financial Advisors, Inc.16,816
0.3% of portfolio›$1.8M
Cornerstone Wealth Management, LLC16,706
0.1% of portfolio›$1.8M
Kingswood Wealth Advisors, LLC16,372
0.1% of portfolio›$1.8M
Middleton & Co Inc16,172
0.2% of portfolio›$1.8M
Baker Ellis Asset Management LLC15,930
0.2% of portfolio›$1.7M
Prudent Investor Advisors, LLC15,597
1.3% of portfolio›$1.7M
Wealthcare Advisory Partners LLC15,282
0.0% of portfolio›$1.7M
Verdence Capital Advisors LLC15,204
0.1% of portfolio›$1.7M
Lifetime Wealth Management P.C.15,162
1.0% of portfolio›$1.7M
Cherry Tree Wealth Management, LLC15,110
0.3% of portfolio›$1.7M
Tableaux LLC14,960
0.7% of portfolio›$1.6M
L.K. Benson & Company, P.C.14,628
0.5% of portfolio›$1.6M
SFM, LLC d/b/a Sweeney Financial Advisors14,379
0.8% of portfolio›$1.6M
Gibson Capital, LLC14,341
0.3% of portfolio›$1.6M
Bank of New York Mellon Corp14,286
0.0% of portfolio›$1.6M
Parsons Capital Management Inc14,181
0.1% of portfolio›$1.6M
Alhambra Investment Management LLC14,044
0.7% of portfolio›$1.5M
Triton Wealth Management, Pllc13,948
0.4% of portfolio›$1.5M
Brighton Jones LLC13,823
0.0% of portfolio›$1.5M
Certified Advisory Corp13,704
0.1% of portfolio›$1.5M
Powerhouse Assets LLC13,624
1.2% of portfolio›$1.5M
Hardin Capital Partners, LLC13,622
0.7% of portfolio›$1.5M
Curtis Advisory Group, LLC13,577
0.3% of portfolio›$1.5M
Indivisible Partners13,422
0.1% of portfolio›$1.5M
Signature Equity Partners, LLC13,354
0.5% of portfolio›$1.5M
United Advisor Group, LLC13,218
0.1% of portfolio›$1.4M
Sunpointe, LLC13,163
0.4% of portfolio›$1.4M
Apollon Wealth Management, LLC13,161
0.0% of portfolio›$1.4M
MGO One Seven LLC12,443
0.0% of portfolio›$1.4M
RCS Financial Planning, LLC12,258
0.7% of portfolio›$1.3M
W.H. Cornerstone Investments Inc.11,994
0.7% of portfolio›$1.3M
Winnacle Wealth LLC11,959
0.9% of portfolio›$1.3M
E&G Advisors, LLC11,864
0.2% of portfolio›$1.3M
Abacus Planning Group, Inc.11,154
0.1% of portfolio›$1.2M
Joseph P. Lucia & Associates, LLC11,017
0.3% of portfolio›$1.2M
Asset Dedication, LLC10,896
0.1% of portfolio›$1.2M
Nemes Rush Group LLC9,882
0.1% of portfolio›$1.1M
Level Financial Advisors9,685
0.2% of portfolio›$1.1M
Wedbush Securities Inc9,455
0.1% of portfolio›$1.0M
Liberty Capital Management, Inc.9,454
0.2% of portfolio›$1.0M
Pacific Sage Partners, LLC9,309
0.1% of portfolio›$1.0M
BCM Advisors, LLC9,242
0.2% of portfolio›$971.4K
Exchange Bank9,239
0.6% of portfolio›$1.0M
Svrn Asset Management, LLC9,049
0.5% of portfolio›$989.7K
Balefire, LLC8,915
0.2% of portfolio›$975.1K
Selective Wealth Management, Inc.8,724
0.2% of portfolio›$936.2K
Goldstein Advisors, LLC8,494
0.1% of portfolio›$929.1K
Kane Co Wealth Management, Inc.8,274
0.7% of portfolio›$905.0K
Entrewealth, LLC8,114
0.3% of portfolio›$887.5K
National Wealth Management Group, LLC7,953
0.3% of portfolio›$869.9K
Visionary Wealth Advisors7,915
0.0% of portfolio›$865.7K
Prosperitas Financial LLC7,886
0.3% of portfolio›$862.6K
Signal Advisors Wealth, LLC7,884
0.0% of portfolio›$862.4K
Ifrah Financial Services, Inc.7,852
0.2% of portfolio›$858.9K
Cypress Financial Planning LLC7,810
0.2% of portfolio›$854.3K
Nvest Wealth Strategies, Inc.7,734
0.6% of portfolio›$845.9K
Echo Wealth Management, LLC7,581
0.4% of portfolio›$829.2K
Lodestone Wealth Management LLC7,488
0.3% of portfolio›$819.1K
Hengehold Capital Management LLC7,087
0.1% of portfolio›$775.1K
BIP Wealth, LLC7,083
0.0% of portfolio›$774.7K
HUB Investment Partners, LLC6,943
0.0% of portfolio›$759.4K
Websterrogers Financial Advisors, LLC6,853
0.2% of portfolio›$749.6K
Mosley Wealth Management6,784
0.2% of portfolio›$728.0K
Canvas Wealth Advisors, LLC6,759
0.1% of portfolio›$722.0K
KFG LLC6,709
0.5% of portfolio›$733.8K
Narus Financial Partners, LLC6,644
0.2% of portfolio›$726.7K
Cypress Wealth Services, LLC6,547
0.1% of portfolio›$707.5K
PFG Advisors6,266
0.0% of portfolio›$685.4K
Tranquility Partners, LLC6,193
0.2% of portfolio›$677.4K
James Investment Research, Inc.6,173
0.1% of portfolio›$675.2K
M Wealth Management, LLC6,152
0.5% of portfolio›$672.9K
Sovran Advisors, LLC6,084
0.0% of portfolio›$650.0K
Nova R Wealth, Inc.5,556
0.2% of portfolio›$607.7K
R2 Capital Strategies, LLC5,541
0.3% of portfolio›$606.1K
MCF Advisors LLC5,383
0.0% of portfolio›$588.8K
Colonial River Investments, LLC5,357
0.2% of portfolio›$586.0K
Guyasuta Investment Advisors Inc5,195
0.0% of portfolio›$568.2K
Perryman Financial Advisory Inc5,132
0.1% of portfolio›$561.3K
Quadcap Wealth Management, LLC5,092
0.1% of portfolio›$557.0K
Cambridge Financial Group, LLC5,018
0.2% of portfolio›$517.1K
Parkside Financial Bank & Trust4,884
0.0% of portfolio›$534.2K
Root Financial Partners, LLC4,738
0.0% of portfolio›$518.3K
Rockwood Wealth Management, LLC4,676
0.0% of portfolio›$511.4K
Harbor Investment Advisory, LLC4,465
0.0% of portfolio›$488.4K
Independent Financial Group, LLC4,415
0.0% of portfolio›$482.9K
Legacies Wealth LLC4,388
0.3% of portfolio›$480.0K
StoneX Group Inc.4,293
0.0% of portfolio›$469.6K
Intelligent Financial Strategies4,277
0.2% of portfolio›$467.8K
Facet Wealth, Inc.4,254
0.0% of portfolio›$465.3K
Wilkerson Advisory Group LLC4,075
0.1% of portfolio›$445.7K
PUREfi Wealth, LLC4,016
0.2% of portfolio›$439.3K
Summit Financial Wealth Advisors, LLC3,998
0.1% of portfolio›$437.3K
Parallel Advisors, LLC3,933
0.0% of portfolio›$430.2K
Allodium Investment Consultants, LLC3,808
0.2% of portfolio›$416.6K
Foster Victor Wealth Advisors, LLC3,760
0.0% of portfolio›$403.6K
Solidarity Wealth, LLC3,740
0.1% of portfolio›$409.1K
Stonebridge Financial Group, LLC3,707
0.0% of portfolio›$405.4K
Aureum Wealth Management, LLC3,625
0.2% of portfolio›$396.5K
Life Planning Partners, Inc3,605
0.3% of portfolio›$394.3K
Palisade Asset Management, LLC3,600
0.0% of portfolio›$393.8K
Financial Architects, LLC3,520
0.2% of portfolio›$385.0K
Cushing Capital Partners, LLC3,449
0.2% of portfolio›$377.2K
Financial Symmetry Inc3,441
0.1% of portfolio›$376.4K
One Way Holdings LLC3,342
0.0% of portfolio›$365.5K
Approach Retirement Advisors, LLC3,293
0.3% of portfolio›$360.2K
Well Done, LLC3,267
0.0% of portfolio›$357.3K
Foresight Capital Management Advisors, Inc.3,257
0.2% of portfolio›$356.3K
Klaas Financial Asset Advisors, LLC3,236
0.0% of portfolio›$354.0K
Foundry Financial LLC3,233
0.1% of portfolio›$353.6K
Omni 360 Wealth, Inc.3,220
0.2% of portfolio›$352.2K
JDH Wealth Management, LLC3,090
0.2% of portfolio›$338.0K
Sage Rhino Capital LLC3,082
0.1% of portfolio›$337.1K
Robertson Stephens Wealth Management, LLC3,079
0.0% of portfolio›$336.8K
Leading Edge Financial Planning LLC2,999
0.1% of portfolio›$328.0K
B. Riley Wealth Advisors, Inc.2,955
0.0% of portfolio›$323.2K
Csenge Advisory Group2,931
0.0% of portfolio›$320.6K
Riverbend Wealth Management, LLC2,911
0.1% of portfolio›$318.4K
Ballast, Inc.2,900
0.1% of portfolio›$317.2K
Koshinski Asset Management, Inc.2,891
0.0% of portfolio›$316.2K
Thor Investment Management Inc2,875
0.2% of portfolio›$314.5K
WealthPlan Investment Management, LLC2,832
0.0% of portfolio›$309.8K
TruNorth Capital Management, LLC2,810
0.0% of portfolio›$307.4K
BFI Wealth Solutions, LLC2,788
0.2% of portfolio›$305.0K
Choreo, LLC2,787
0.0% of portfolio›$304.9K
Mesirow Financial Investment Management, Inc.2,662
0.0% of portfolio›$291.2K
Walkner Condon Financial Advisors LLC2,638
0.0% of portfolio›$288.5K
Freedom Day Solutions, LLC2,597
0.1% of portfolio›$284.1K
Prevail Innovative Wealth Advisors, LLC2,584
0.0% of portfolio›$279.2K
CWA Asset Management Group, LLC2,547
0.0% of portfolio›$278.6K
Flagstar Securities, Inc2,503
0.1% of portfolio›$273.8K
Gaddis Premier Wealth Advisors LLC2,497
0.2% of portfolio›$273.1K
Convergence Financial, LLC2,493
0.0% of portfolio›$272.7K
Meritas Wealth Management, LLC2,471
0.1% of portfolio›$270.3K
Roman Butler Fullerton & Co2,466
0.1% of portfolio›$264.8K
RVW Wealth, LLC2,435
0.0% of portfolio›$266.3K
International Assets Investment Management, LLC2,395
0.0% of portfolio›$258.8K
Austin Asset Management Co Inc2,255
0.0% of portfolio›$246.7K
Integrity Advisory Solutions, LLC2,241
0.0% of portfolio›$245.2K
Trellis Wealth Advisors LLC2,218
0.1% of portfolio›$242.6K
Shotwell Rutter Baer Inc2,193
0.1% of portfolio›$239.9K
SRH Advisors, LLC2,172
0.1% of portfolio›$237.6K
Global Wealth Management, LLC2,147
0.1% of portfolio›$234.8K
M Holdings Securities, Inc.2,137
0.0% of portfolio›$230
Dynamic Advisor Solutions LLC2,127
0.0% of portfolio›$232.6K
Kestra Private Wealth Services, LLC2,115
0.0% of portfolio›$231.4K
Base Wealth Management LLC2,078
0.1% of portfolio›$227.3K
Accel Wealth Management2,074
0.0% of portfolio›$226.9K
Bison Wealth, LLC2,017
0.0% of portfolio›$217.9K
Worth Asset Management, LLC1,988
0.1% of portfolio›$217.4K
Ashton Thomas Private Wealth, LLC1,984
0.0% of portfolio›$217.0K
Kingsman Wealth Management, Inc.1,946
0.1% of portfolio›$212.9K
Stevens Capital Partners1,944
0.0% of portfolio›$212.6K
MLG Wealth Management DBA Pine Grove Financial Group1,934
0.0% of portfolio›$211.5K
Global Trust Asset Management, LLC1,899
0.1% of portfolio›$207.7K
LongView Wealth Management1,898
0.1% of portfolio›$207.6K
RFG Advisory, LLC1,885
0.0% of portfolio›$206.1K
Aurelius Family Office LLC1,849
0.1% of portfolio›$202.2K
Colton Groome Financial Advisors, LLC1,844
0.0% of portfolio›$201.7K
RHL Group, LLC1,824
0.1% of portfolio›$199.5K
Western Pacific Wealth Management, LP1,650
0.2% of portfolio›$180.5K
Bank of New Hampshire1,577
0.0% of portfolio›$172.5K
Eastern Bank1,508
0.0% of portfolio›$164.9K
Trust Co1,380
0.0% of portfolio›$150.9K
Arlington Trust Co LLC980
0.0% of portfolio›$107.2K
Lloyd Advisory Services, Llc.942
0.0% of portfolio›$103.1K
Angeles Wealth Management, LLC932
0.0% of portfolio›$101.9K
Cassaday & Co Wealth Management LLC932
0.0% of portfolio›$101.9K
Salomon & Ludwin, LLC931
0.0% of portfolio›$101.8K
IFP Advisors, Inc928
0.0% of portfolio›$101.5K
Smallwood Wealth Investment Management, LLC856
0.0% of portfolio›$93.6K
CX Institutional845
0.0% of portfolio›$92
Fiduciary Advisors, Inc.806
0.1% of portfolio›$88.2K
Valley National Advisers Inc781
0.0% of portfolio›$85.4K
Ashton Thomas Securities, LLC655
0.0% of portfolio›$71.6K
Clayton Financial Group LLC605
0.0% of portfolio›$66.2K
Birch Financial Group, LLC497
0.0% of portfolio›$54.4K
Key FInancial Inc488
0.0% of portfolio›$53.4K
Monetary Solutions, Ltd460
0.0% of portfolio›$50.3K
Blue Trust, Inc.457
0.0% of portfolio›$50.0K
Creative Financial Designs Inc446
0.0% of portfolio›$48.8K
NorthAvenue LLC377
0.0% of portfolio›$41.2K
Barnes Dennig Private Wealth Management LLC370
0.0% of portfolio›$40.4K
Mather Group, Llc.366
0.0% of portfolio›$40.1K
Harbor Asset Planning, Inc.364
0.0% of portfolio›$39.9K
Heritage Family Offices, LLP356
0.0% of portfolio›$39.0K
Jnba Financial Advisors349
0.0% of portfolio›$38.2K
Point Nemo Capital, LLC348
0.0% of portfolio›$38.1K
Burkett Financial Services, LLC345
0.0% of portfolio›$37.7K
POM Investment Strategies, LLC335
0.0% of portfolio›$36.6K
Acumen Wealth Advisors, LLC331
0.0% of portfolio›$36.2K
Pinnacle Bancorp, Inc.298
0.0% of portfolio›$32.6K
Country Trust Bank284
0.0% of portfolio›$31.1K
Physician Wealth Advisors, Inc.266
0.0% of portfolio›$29.1K
Daytona Street Capital LLC260
0.0% of portfolio›$28.3K
Barrett & Company, Inc.241
0.0% of portfolio›$26.4K
Abound Wealth Management238
0.0% of portfolio›$26.0K
Oakworth Capital, Inc.235
0.0% of portfolio›$25.7K
Kingdom Financial Group Llc.235
0.0% of portfolio›$25.7K
First Bancorp, Inc225
0.0% of portfolio›$24.6K
United Financial Planning Group LLC207
0.0% of portfolio›$22.6K
Buck Wealth Strategies, LLC205
0.0% of portfolio›$22.4K
Elyxium Wealth, LLC200
0.0% of portfolio›$21.9K
Rossby Financial, LCC193
0.0% of portfolio›$21.1K
Piscataqua Savings Bank186
0.0% of portfolio›$20.3K
Evolution Wealth Management Inc.172
0.0% of portfolio›$18.8K
Hurley Capital, LLC162
0.0% of portfolio›$17.7K
Private Trust Co NA159
0.0% of portfolio›$17.4K
Beacon Investment Advisory Services, Inc.154
0.0% of portfolio›$16.8K
Capital Investment Advisory Services, LLC151
0.0% of portfolio›$16.5K
Trust Co of Vermont137
0.0% of portfolio›$15.0K
Team Financial Group, LLC125
0.0% of portfolio›$13.7K
Mechanics Financial Corp112
0.0% of portfolio›$12.3K
Horizon Financial Services, LLC105
0.0% of portfolio›$11.5K
Gleason Group, Inc.104
0.0% of portfolio›$11.4K
Gamma Investing LLC100
0.0% of portfolio›$10.9K
Latitude Advisors, LLC92
0.0% of portfolio›$10.1K
JFS Wealth Advisors, LLC89
0.0% of portfolio›$9.7K
Ares Financial Consulting, LLC82
0.0% of portfolio›$9.0K
Yankcom Partnership82
0.0% of portfolio›$9.0K
Carolina Wealth Advisors, LLC78
0.0% of portfolio›$8.5K
Pioneer Family Office, LLC75
0.0% of portfolio›$8.2K
Mowery & Schoenfeld Wealth Management, LLC70
0.0% of portfolio›$7.7K
Silver Grove Financial Group, Inc.64
0.0% of portfolio›$7.0K
True Wealth Design, LLC63
0.0% of portfolio›$6.9K
Golden State Wealth Management, LLC55
0.0% of portfolio›$6.0K
Spire Wealth Management53
0.0% of portfolio›$5.8K
Roxbury Financial LLC48
0.0% of portfolio›$5.2K
Clark Wealth Partners41
0.0% of portfolio›$4.5K
Bfsg, LLC36
0.0% of portfolio›$3.9K
Reyes Financial Architecture, Inc.31
0.0% of portfolio›$3.4K
Hilton Head Capital Partners, LLC30
0.0% of portfolio›$3.3K
High Note Wealth, LLC22
0.0% of portfolio›$2.4K
Quest 10 Wealth Builders, Inc.14
0.0% of portfolio›$1.5K
Triumph Capital Management10
0.0% of portfolio›$1.1K
Plante Moran Financial Advisors, LLC9
0.0% of portfolio›$984
Tradewinds Capital Management, LLC8
0.0% of portfolio›$876
Signature Resources Capital Management, LLC7
0.0% of portfolio›$766
Tsfg, LLC6
0.0% of portfolio›$1
Signaturefd, LLC6
0.0% of portfolio›$656
Prairie Wealth Advisors, Inc.0
0.1% of portfolio›$238.2K
StyleTurnoverLocationFiled
Creative Planning
27,120,711$3.0B1.7%IndexVery LowOverland Park, KS2026-11-02
Accredited Investors Inc.
2,679,024$293.0M12.6%ETFLowEdina, MN2026-11-03
Modera Wealth Management, LLC
2,521,225$275.8M2.9%ETFVery LowWestwood, NJ2026-10-28
Unison Advisors LLC
798,273$87.3M6.1%ETFVery LowProvidence, RI2026-10-29
TCI Wealth Advisors, Inc.
767,927$84.0M3.4%ETFLowTucson, AZ2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
705,864$77.2M1.0%GrowthVery LowSeattle, WA2026-10-27
Frontier Asset Management, LLC
669,958$73.3M13.8%ETFLowSheridan, WY2026-10-28
Wealth Management Nebraska
584,721$64.0M5.6%ETFLowNorfolk, NE2026-10-26
Apella Capital, LLC
569,360$61.5M0.8%ETFVery LowWest Hartford, CT2026-10-08
Burton Enright Welch
553,378$60.5M6.5%ETFVery LowWalnut Creek, CA2026-11-04
Park Avenue Securities LLC
534,995$58.5M1.0%ETFMediumNew York, NY2026-10-26
Foster Group, Inc.
501,336$54.8M1.5%ETFVery LowUrbandale, IA2026-10-13
Petersen Hastings Wealth Advisors Inc.
493,275$54.0M4.5%ETFLowKennewick, WA2026-10-27
Brickley Wealth Management
451,098$49.3M6.9%ETFVery LowSan Mateo, CA2026-11-04
Moisand Fitzgerald Tamayo, LLC
400,502$43.8M4.4%ETFVery LowOrlando, FL2026-10-15
Allegiance Financial Group Advisory Services LLC
368,576$40.3M6.5%ETFLowVienna, VA2026-11-02
Symmetry Partners, LLC
332,104$36.3M1.9%ETFLowGlastonbury, CT2026-10-27
Marquette Asset Management, LLC
329,101$36.0M4.7%ETFVery LowMinneapolis, MN2026-10-09
Krilogy Financial LLC
326,662$35.3M1.0%GrowthLowSt. Louis, MO2026-10-13
AlphaCore Capital LLC
314,229$34.4M0.6%ETFLowLa Jolla, CA2026-11-04
Meredith Wealth Planning
314,035$34.3M8.6%ETFLowMaryville, IL2026-10-14
Magnus Financial Group LLC
310,485$34.0M2.3%ETFLowNew York, NY2026-10-21
Opus Capital Group, LLC
310,434$34.0M12.5%ETFVery LowCincinnati, OH2026-10-30
Willow Creek Wealth Management Inc.
304,343$33.3M2.2%ETFVery LowSebastopol, CA2026-10-26
Emprise Bank
298,753$32.7M12.5%ETFVery LowWichita, KS2026-10-07
Define Financial, LLC
286,271$31.3M13.0%ETFVery LowSan Diego, CA2026-10-14
Atwood & Palmer Inc
285,145$31.2M1.6%CoreVery LowKansas City, MO2026-10-08
Commonwealth Equity Services, LLC
279,733$30.6M0.0%ETFLowWaltham, MA2026-11-02
Quarry Hill Advisors, LLC
270,338$29.6M11.0%ETFVery LowSt Paul, MN2026-11-04
Northwest Wealth Management, LLC
269,056$29.4M3.8%ETFLowSpencer, IA2026-10-30
Morton Brown Family Wealth, LLC
262,606$28.7M6.4%ETFVery LowAllentown, PA2026-10-23
Wealth Enhancement Advisory Services, LLC
258,316$27.8M0.0%CoreLowPlymouth, MN2026-10-13
Kondo Wealth Advisors, Inc.
253,632$27.7M9.2%ETFVery LowPasadena, CA2026-10-19
Prime Capital Investment Advisors, LLC
251,275$27.5M0.3%ETFLowOverland Park, KS2026-10-20
Financial Management Network Inc
247,281$27.0M3.9%ETFLowMission Viejo, CA2026-10-09
B&D White Capital Company, LLC
234,225$25.6M2.5%ETFHighLakeway, TX2026-11-02
Peirce Capital Management, LLC
222,493$24.3M8.9%ETFLowThe Woodlands, TX2026-10-19
Quantum Financial Advisors, LLC
221,854$24.3M2.3%ETFLowSanta Monica, CA2026-11-03
Squire Investment Management Company, LLC
221,291$24.2M5.7%ETFVery LowOrem, UT2026-11-03
Great Point Wealth Advisors, LLC
209,278$22.9M3.6%ETFVery LowBoston, MA2026-10-15
Exchange Traded Concepts, LLC
207,116$22.7M0.1%GrowthMediumOklahoma City, OK2026-10-28
Wealth Architects, LLC
201,779$22.1M1.7%ETFVery LowMountain View, CA2026-11-03
Cornerstone Wealth Partners, LLC
197,959$21.7M8.6%ETFVery LowOkemos, MI2026-10-28
Discipline Wealth Solutions, LLC
197,136$21.6M1.9%ETFLowGreenville, SC2026-10-14
Perigon Wealth Management, LLC
196,450$21.5M0.3%GrowthLowSan Francisco, CA2026-10-22
Prosperity Planning, Inc.
192,661$21.1M4.7%ETFVery LowNorth Kansas City, MO2026-10-09
McMill Wealth Management
188,790$20.6M4.7%Deep ValueHighNorfolk, NE2026-11-05
HMV Wealth Advisors, LLC
186,751$20.4M7.7%ETFVery LowShreveport, LA2026-10-27
Kaufman Rossin Wealth, LLC
185,680$20.3M8.2%ETFLowMiami, FL2026-10-19
D'Orazio & Associates, Inc.
185,360$20.3M2.2%ETFLowVienna, VA2026-11-04
RED Lighthouse Investment Management, LLC
179,521$19.6M5.8%ETFVery LowHillsdale, NY2026-11-02
Plancorp, LLC
176,006$18.5M0.4%ETFLowSaint Louis, MO2026-11-03
Private Wealth Management Group, LLC
159,891$17.5M3.9%ETFLowPrinceton, NJ2026-10-19
Hill Island Financial LLC
158,316$17.3M3.6%ETFLowGrand Rapids, MI2026-10-20
Invariant Investment Management
156,295$17.1M9.9%ETFLowCamp Hill, PA2026-10-08
Friday Financial
155,085$16.8M3.3%ETFVery LowDubuque, IA2026-10-09
Fonville Wealth Management LLC
151,698$16.6M2.5%ETFVery LowRichmond, VA2026-10-28
Farther Finance Advisors, LLC
150,923$16.5M0.1%IndexLowSan Francisco, CA2026-10-08
Flagstone Financial Management
150,756$16.5M3.6%ETFVery LowLincoln, NE2026-11-05
Barry Investment Advisors, LLC
150,240$16.4M3.1%ETFLowNew Bedford, MA2026-10-14
Three Arch Wealth Management LLC
148,737$16.3M2.6%ETFVery LowIrvine, CA2026-10-20
Nottingham Advisors, Inc.
148,462$16.0M2.0%ETFLowAmherst, NY2026-10-29
Intergy Private Wealth, LLC
145,416$15.9M3.6%ETFVery LowColorado Springs, CO2026-10-16
Family Wealth Partners, LLC
139,511$15.3M4.6%ETFLowMatthews, NC2026-10-20
Aerodigm Wealth, LLC
139,468$15.3M5.3%ETFLowLake Oswego, OR2026-10-16
Robinswood Financial LLC
137,091$14.7M4.5%ETFVery LowKirkland, WA2026-10-20
Mraz, Amerine & Associates, Inc.
134,349$14.7M2.3%Deep ValueLowModesto, CA2026-10-30
Angeles Investment Advisors, LLC
132,800$14.5M0.9%ETFMediumSanta Monica, CA2026-10-22
Wedmont Private Capital
131,877$14.2M0.3%IndexVery LowWest Chester, PA2026-10-09
Collective Family Office LLC
131,465$14.4M3.0%ETFLowYork, PA2026-10-05
Telos Capital Management, Inc.
128,145$14.0M1.2%CoreLowSan Diego, CA2026-11-02
Larson Financial Group LLC
127,278$13.9M0.3%GrowthLowSt Louis, MO2026-11-05
CogentBlue Wealth Advisors, LLC
127,268$13.9M12.9%ETFLowKnoxville, TN2026-10-09
Apeiron RIA LLC
122,734$13.3M3.0%ETFMediumDallas, TX2026-10-08
Confluence Investment Management LLC
119,821$13.1M0.2%ValueMediumSt. Louis, MO2026-10-01
Parkshore Wealth Management, Inc.
116,776$12.8M3.2%ETFLowGranite Bay, CA2026-10-13
Highland Financial Advisors, LLC
116,590$12.8M2.7%ETFVery LowWayne, NJ2026-10-19
Schulz Wealth, Ltd.
115,258$12.6M5.9%ETFVery LowMansfield, TX2026-11-03
Avior Wealth Management, LLC
114,943$12.6M0.3%ETFMediumOmaha, NE2026-10-13
XY Planning Network, Inc.
112,267$12.3M1.3%ETFLowBozeman, MT2026-10-14
Reap Financial Group, LLC
111,943$12.2M2.0%ETFLowAustin, TX2026-11-02
Assetmark, Inc
111,417$12.2M0.0%ETFLowConcord, CA2026-10-21
Porter White Investment Advisors, Inc.
106,890$11.7M7.3%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
106,890$11.7M7.3%ETFVery LowBirmingham, AL2026-10-14
Fidelity D & D Bancorp Inc
106,766$11.7M3.9%ETFVery LowScranton, PA2026-11-05
Annex Advisory Services, LLC
103,800$11.4M0.2%GrowthHighBrookfield, WI2026-10-16
Factor Wealth Management LTD
99,938$10.9M1.7%ETFLowChicago, IL2026-10-08
Kestra Advisory Services, LLC
99,828$10.9M0.0%CoreLowAustin, TX2026-11-02
Financial Futures Ltd Liability Co.
98,805$10.8M4.0%ETFLowBrielle, NJ2026-10-13
WMG Financial Advisors, LLC
97,070$10.0M3.8%ETFLowKnoxville, TN2026-10-28
True North Advisors, LLC
96,301$10.5M0.8%CoreMediumDallas, TX2026-10-22
Voisard Asset Management Group, Inc.
93,273$10.2M1.9%ETFLowGrand Rapids, MI2026-10-13
TD Waterhouse Canada Inc.
92,748$10.0M0.0%CoreLowToronto, Australia2026-10-16
Bayshore Asset Management, LLC
91,709$9.9M3.5%ETFVery LowCoral Gables, FL2026-11-03
Cadent Capital Advisors, LLC
89,050$9.7M2.1%ETFHighTulsa, OK2026-10-09
Cambridge Investment Research Advisors, Inc.
88,810$9.7M0.1%ETFLowFairfield, IA2026-11-02
HB Wealth Management, LLC
88,292$9.7M0.0%IndexVery LowAtlanta, GA2026-10-23
Fortitude Family Office, LLC
87,168$9.5M1.6%ETFMediumScottsdale, AZ2026-10-14
Ironwood Wealth Management, Llc.
85,471$9.3M2.0%ETFLowChandler, AZ2026-10-28
Stolz & Associates, PS
84,952$9.3M5.4%ETFLowTacoma, WA2026-11-05
Elevate Wealth Advisory, Inc
83,069$9.1M4.7%ETFVery LowAthens, GA2026-10-29
Systelligence, LLC
81,593$3.8M0.6%ETFHighBloomington, MN2026-11-05
Harbor Group, Inc.
81,203$8.9M1.0%ETFVery LowBedford, NH2026-10-14
Towerpoint Wealth, LLC
80,360$8.8M3.1%ETFLowSacramento, CA2026-10-13
Oceanside Advisors LLC
78,999$8.6M5.3%ETFVery LowMount Pleasant, SC2026-11-03
Bull Oak Capital, LLC
78,269$8.6M2.8%ETFVery LowRancho Santa Fe, CA2026-10-23
Higgins & Schmidt Wealth Strategies LLC
76,414$8.4M3.4%ETFLowDenver, CO2026-10-26
Davidson Kahn Capital Management, LLC
76,346$8.4M3.3%GrowthLowSherman Oaks, CA2026-10-26
Physician Wealth Solutions Inc.
75,084$8.2M3.2%ETFLowNorth Las Vegas, NV2026-10-14
Kestra Investment Management, LLC
74,876$8.2M0.2%ETFMediumAustin, TX2026-11-04
Caliber Wealth Management, LLC / KS
73,602$8.1M0.8%ETFLowOverland Park, KS2026-11-04
Strategic Blueprint, LLC
72,398$7.9M0.4%ETFLowAtlanta, GA2026-10-22
Ejmk Ventures LLC
72,123$7.9M3.3%GrowthMediumItasca, IL2026-10-21
Oath Planning, LLC
72,098$7.9M5.1%ETFVery LowTulsa, OK2026-10-20
Cowa, LLC
71,015$7.8M1.9%ETFMediumTulsa, OK2026-10-30
Anderson Hoagland & Co
70,600$7.5M0.6%ETFLowSt Louis, MO2026-10-23
Bellecapital International Ltd.
70,445$7.7M1.1%GrowthMediumZurich, Switzerland2026-10-21
KOM Wealth Management Group, LLC
68,166$7.5M3.7%ETFLowAppleton, WI2026-10-15
Fiduciary Financial Group, LLC
67,911$7.4M0.9%ETFLowSan Rafael, CA2026-10-13
Simplicity Wealth,LLC
67,480$7.4M0.2%ETFLowSummit, NJ2026-10-23
Kings Path Partners LLC
66,740$7.3M1.9%ETFVery LowSugar Land, TX2026-10-21
EverSource Wealth Advisors, LLC
66,372$7.3M0.2%CoreMediumBirmingham, AL2026-11-04
First National Bank Sioux Falls
65,242$7.1M2.2%ETFVery LowSioux Falls, SD2026-10-13
Ballentine Capital Advisors, Inc
63,743$7.0M2.6%ETFVery LowGreenville, SC2026-10-14
Leibman Financial Services, Inc.
62,448$6.8M4.7%ValueHighLouisville, NE2026-10-13
Signature Estate & Investment Advisors LLC
62,406$6.8M0.1%ETFMediumLos Angeles, CA2026-10-13
Greenspring Advisors, LLC
61,355$6.7M0.3%ETFVery LowTowson, MD2026-11-05
Avant Financial Advisors LLC
61,258$6.7M4.1%ETFVery LowAustin, TX2026-11-02
Victory Financial Group, LLC
60,720$6.6M0.6%ETFLowAustin, TX2026-10-27
Stegent Equity Advisors, Inc.
59,941$6.6M5.2%ETFHighHouston, TX2026-10-13
Trilogy Capital Inc.
59,484$6.5M0.2%ETFMediumIrvine, CA2026-10-20
Southern Capital Services Inc
59,291$6.5M3.7%ETFMediumDaphne, AL2026-10-19
Keybank National Association
58,995$6.5M0.0%CoreLowBrooklyn, OH2026-11-04
Prism Planning Partners LLC
58,404$6.4M6.1%ETFVery LowLibertyville, IL2026-10-27
Chicago Partners Investment Group LLC
58,136$6.1M0.1%GARPLowChicago, IL2026-10-27
Bannerman Wealth Management Group, LLC
57,938$6.3M3.6%ETFVery LowLewisville, TX2026-10-09
Golden Bell Financial Planning LLC
57,808$6.3M4.7%ETFVery LowAlpharetta, GA2026-11-02
Bauman Advisory Group, LLC
56,793$6.2M3.1%ETFMediumLas Vegas, NV2026-10-29
Alpha Omega Wealth Management LLC
54,858$6.0M0.9%ValueLowRichmond, VA2026-10-23
Cypress Point Wealth Management, LLC
52,859$5.8M0.6%ETFLowDallas, TX2026-11-03
Stone Summit Wealth LLC
52,444$5.7M1.5%ETFLowMiami, FL2026-10-14
Versant Capital Management, Inc
51,828$5.7M0.5%GARPLowPhoenix, AZ2026-10-02
Haven Private, LLC
51,058$5.6M2.2%ETFMediumOrlando, FL2026-10-27
Laurel Wealth Planning LLC
49,541$5.4M2.4%ETFLowEdina, MN2026-11-02
Asset One Wealth Management LLC
46,212$5.1M0.4%GrowthLowBellevue, WA2026-11-02
Concurrent Investment Advisors, LLC
45,121$4.9M0.0%GrowthMediumTampa, FL2026-10-16
Evanson Financial, LLC
42,486$4.6M0.2%ETFN/AMclean, VA2026-10-23
Redhawk Wealth Advisors, Inc.
41,675$4.6M0.5%ETFHighMinneapolis, MN2026-10-14
Orange Investment Advisors, Inc.
40,815$4.5M0.6%CoreLowGoshen, NY2026-10-23
Lauterbach Financial Advisors, LLC
40,465$4.4M1.9%ETFVery LowEl Paso, TX2026-10-21
Waterfront Wealth Inc.
40,463$4.4M0.7%ValueLowOverland Park, KS2026-11-03
Vise Technologies, Inc.
40,038$4.4M0.0%IndexLowNew York, NY2026-10-29
Fifth Third Securities, Inc.
39,550$4.3M0.2%ETFLowCincinnati, OH2026-10-21
Sigma Planning Corp
39,543$4.3M0.1%GrowthMediumAnn Arbor, MI2026-10-23
DeLarme Wealth Management, Inc.
39,062$4.3M2.4%ETFVery LowPalos Verdes Estates, CA2026-10-30
Sentinel Trust Co LBA
39,000$4.3M0.6%ETFVery LowHouston, TX2026-11-03
Index Fund Advisors, Inc.
38,078$4.2M0.2%ETFVery LowIrvine, CA2026-11-05
Accurate Wealth Management, LLC
37,916$4.1M0.4%CoreMediumWesley Chapel, FL2026-10-20
Green Ridge Wealth Planning LLC
36,195$4.0M1.6%ETFMediumMontville, NJ2026-10-08
Aire Advisors, LLC
35,798$3.9M0.6%ETFVery LowBeverly Hills, CA2026-10-22
Legacy Wealth Management, LLC / MS
35,177$3.8M1.1%GrowthLowRidgeland, MS2026-10-30
Fairway Financial, LLC
34,756$3.8M2.4%ETFMediumCasselberry, FL2026-10-20
Truist Financial Corp
34,597$3.8M0.0%CoreLowCharlotte, NC2026-10-30
Capstone Wealth Management, LLC
34,270$3.7M1.7%ETFLowTuscaloosa, AL2026-11-02
Prospect Financial Group LLC
33,940$3.7M3.1%ETFVery LowArlington, VA2026-11-05
Nfsg Corp
32,794$3.6M0.4%Agg GrowthMediumBoca Raton, FL2026-10-15
Baker Tilly Wealth Management, LLC
31,715$3.5M0.7%GrowthLowMadison, WI2026-10-05
Belleair Asset Management, LLC
31,008$3.4M2.9%ETFVery LowBelleair Bluffs, FL2026-11-03
Courier Capital LLC
30,647$3.4M0.2%ETFLowBuffalo, NY2026-10-19
Diversify Wealth Management, LLC
30,269$3.2M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
30,269$3.2M0.0%GrowthLowSandy, UT2026-10-20
Berkeley, Inc
29,399$3.2M1.0%CoreLowBoise, ID2026-10-20
Prospera Financial Services Inc
29,175$3.1M0.0%CoreMediumDallas, TX2026-11-04
Equita Financial Network, Inc.
29,146$3.2M0.9%ETFLowFort Washington, PA2026-10-19
Seed Wealth Management, Inc.
29,032$3.2M2.0%ETFMediumEvanston, IL2026-10-20
Paragon Advisors, LLC
28,888$3.2M0.6%ETFHighCollege Station, TX2026-11-03
TrustWell Financial Advisors, LLC
28,059$3.1M2.6%ETFMediumJacksonville, FL2026-10-15
Sensenig Capital Advisors, Inc
27,732$3.0M2.7%ETFLowCollegeville, PA2026-10-23
Cogent Strategic Wealth LLC
26,595$2.9M2.8%ETFLowChicago, IL2026-10-22
LexAurum Advisors, LLC
26,229$2.9M0.3%ETFLowOverland Park, KS2026-10-19
Networth Advisors, LLC
26,215$2.9M1.6%ETFMediumCanonsburg, PA2026-11-03
Phillip James Consulting Co.
25,796$2.8M1.9%ETFVery HighPlymouth, MN2026-11-03
Frankly Finances, LLC
25,748$2.8M2.2%ETFVery LowWinter Park, FL2026-10-28
Forum Financial Management, LP
25,323$2.8M0.0%ETFLowLombard, IL2026-10-16
Fiduciary Alliance LLC
24,750$2.7M0.2%CoreMediumGreenville, SC2026-10-13
Basso Capital Management, L.P.
24,522$2.7M0.6%ETFMediumStamford, CT2026-10-30
Aspirean Wealth, LLC
24,444$2.7M2.4%ETFN/AMill Valley, CA2026-11-03
Global Trust Wealth Management LLC
23,590$2.6M1.9%ETFMediumWest Palm Beach, FL2026-10-14
Holcombe Financial, Inc.
23,570$2.6M1.4%ETFLowAtlanta, GA2026-10-16
Adkins Seale Capital Management LLC
23,403$2.6M2.1%CoreVery LowShreveport, LA2026-10-27
Balboa Wealth Partners
23,125$2.5M0.3%Agg GrowthMediumScottsdale, AZ2026-10-20
LAM Group, Inc.
23,100$2.5M1.3%ETFVery LowLake Oswego, OR2026-10-26
Bright Futures Wealth Management, Llc.
23,019$2.5M1.7%CoreHighWebster, Ny 14580, NY2026-10-23
Navigoe, LLC
22,826$2.5M1.4%ETFVery LowRedondo Beach, CA2026-11-04
CoreCap Advisors, LLC
21,967$2.4M0.1%ETFMediumSouthfield, MI2026-10-08
Hudson Oak Wealth Advisory LLC
21,713$2.4M1.8%ETFVery LowHoboken, NJ2026-10-16
Avidian Wealth Enterprises, LLC
21,668$2.4M0.1%ETFLowHouston, TX2026-10-08
55 North Private Wealth, LLC
21,156$2.3M0.4%ETFLowWinter Park, FL2026-10-20
Gradient Capital Advisors, LLC
20,844$2.3M0.5%ETFLowSan Diego, CA2026-10-21
Torren Management, LLC
20,651$2.3M1.1%ETFMediumSan Diego, CA2026-10-29
Insight Wealth Partners, LLC
20,343$2.2M0.3%ETFLowPlano, TX2026-10-26
Arlington Capital Management Inc
20,028$2.2M1.3%GARPHighArlington Heights, IL2026-10-30
Breakwater Capital Group
19,914$2.2M0.3%ETFLowParamus, NJ2026-10-09
Verus Wealth Management, LLC
19,649$2.1M1.4%ETFLowDe Pere, WI2026-10-13
IMG Wealth Management, Inc.
19,542$2.1M1.1%ETFMediumJacksonville, FL2026-10-27
Total Clarity Wealth Management, Inc.
18,995$2.1M0.4%ETFMediumSt. Charles, IL2026-10-26
Philadelphia Trust Co
18,892$2.1M0.3%GrowthLowPhiladelphia, PA2026-11-05
Foguth Wealth Management, Llc.
18,867$2.0M0.2%ETFHighBrighton, MI2026-10-19
Pacific Asset Management, LLC
17,709$1.9M0.9%ETFVery LowGig Harbor, WA2026-10-15
Northland Capital Management LLC
17,674$1.9M0.9%ETFMediumVirginia, MN2026-10-15
Ocean Park Asset Management, LLC
17,293$1.9M0.1%ETFLowSanta Monica, CA2026-10-21
Trademark Financial Management, LLC
17,185$1.9M0.8%ETFMediumBloomington, MN2026-10-23
Brookstone Capital Management
17,145$1.9M0.0%ETFMediumWheaton, IL2026-10-22
Burk Holdings LLC
17,084$1.9M0.6%ETFVery LowTulsa, OK2026-11-05
Clark Asset Management, LLC
16,982$1.9M0.1%ETFVery LowStratham, NH2026-10-19
Maia Wealth LLC
16,968$1.9M0.3%ETFMediumDenver, CO2026-10-19
SC&H Financial Advisors, Inc.
16,816$1.8M0.3%ETFVery LowHunt Valley, MD2026-10-14
Cornerstone Wealth Management, LLC
16,706$1.8M0.1%ETFVery LowSt. Peters, MO2026-11-04
Kingswood Wealth Advisors, LLC
16,372$1.8M0.1%GrowthLowSan Diego, CA2026-10-23
Middleton & Co Inc
16,172$1.8M0.2%GrowthLowBoston, MA2026-10-23
Baker Ellis Asset Management LLC
15,930$1.7M0.2%GARPVery LowVancouver, WA2026-10-14
Prudent Investor Advisors, LLC
15,597$1.7M1.3%ETFN/AFolsom, CA2026-10-22
Wealthcare Advisory Partners LLC
15,282$1.7M0.0%ETFLowWest Chester, PA2026-10-21
Verdence Capital Advisors LLC
15,204$1.7M0.1%CoreMediumHunt Valley, MD2026-10-26
Lifetime Wealth Management P.C.
15,162$1.7M1.0%YieldLowRockwall, TX2026-10-29
Cherry Tree Wealth Management, LLC
15,110$1.7M0.3%ETFVery LowMinnetonka, MN2026-10-15
Tableaux LLC
14,960$1.6M0.7%ETFLowStockbridge, MA2026-10-23
L.K. Benson & Company, P.C.
14,628$1.6M0.5%YieldVery LowTimonium, MD2026-10-23
SFM, LLC d/b/a Sweeney Financial Advisors
14,379$1.6M0.8%ETFLowBedford, NH2026-10-14
Gibson Capital, LLC
14,341$1.6M0.3%ETFVery LowWexford, PA2026-10-23
Bank of New York Mellon Corp
14,286$1.6M0.0%CoreLowNew York, NY2026-11-05
Parsons Capital Management Inc
14,181$1.6M0.1%CoreLowProvidence, RI2026-10-28
Alhambra Investment Management LLC
14,044$1.5M0.7%CoreLowPalmetto Bay, FL2026-10-15
Triton Wealth Management, Pllc
13,948$1.5M0.4%ETFMediumSun City, AZ2026-11-04
Brighton Jones LLC
13,823$1.5M0.0%CoreVery LowSeattle, WA2026-11-03
Certified Advisory Corp
13,704$1.5M0.1%ETFLowAltamonte Springs, FL2026-10-29
Powerhouse Assets LLC
13,624$1.5M1.2%ETFVery LowLincoln, MA2026-10-19
Hardin Capital Partners, LLC
13,622$1.5M0.7%YieldVery LowGreenville, SC2026-10-09
Curtis Advisory Group, LLC
13,577$1.5M0.3%ETFLowSanta Barbara, CA2026-10-28
Indivisible Partners
13,422$1.5M0.1%GrowthMediumClearwater, FL2026-10-26
Signature Equity Partners, LLC
13,354$1.5M0.5%GrowthMediumColumbus, OH2026-10-29
United Advisor Group, LLC
13,218$1.4M0.1%ETFLowCincinnati, OH2026-11-03
Sunpointe, LLC
13,163$1.4M0.4%GrowthMediumSt. Louis, MO2026-10-22
Apollon Wealth Management, LLC
13,161$1.4M0.0%GrowthLowMount Pleasant, SC2026-10-23
MGO One Seven LLC
12,443$1.4M0.0%GrowthLowBeachwood, OH2026-10-28
RCS Financial Planning, LLC
12,258$1.3M0.7%ETFMediumAnnapolis, MD2026-10-14
W.H. Cornerstone Investments Inc.
11,994$1.3M0.7%CoreLowKingston, MA2026-11-03
Winnacle Wealth LLC
11,959$1.3M0.9%CoreMediumWaco, TX2026-10-15
E&G Advisors, LLC
11,864$1.3M0.2%ETFVery LowHouston, TX2026-10-13
Abacus Planning Group, Inc.
11,154$1.2M0.1%ETFLowColumbia, SC2026-11-02
Joseph P. Lucia & Associates, LLC
11,017$1.2M0.3%ETFVery LowYorktown Heights, NY2026-10-30
Asset Dedication, LLC
10,896$1.2M0.1%ETFLowSan Francisco, CA2026-11-03
Nemes Rush Group LLC
9,882$1.1M0.1%CoreVery LowNovi, MI2026-11-04
Level Financial Advisors
9,685$1.1M0.2%ETFLowEast Amherst, NY2026-10-13
Wedbush Securities Inc
9,455$1.0M0.1%CoreLowPasadena, CA2026-10-22
Liberty Capital Management, Inc.
9,454$1.0M0.2%CoreVery LowBirmingham, MI2026-11-02
Pacific Sage Partners, LLC
9,309$1.0M0.1%ETFLowEdmonds, WA2026-10-21
BCM Advisors, LLC
9,242$971.4K0.2%ETFLowLafayette, LA2026-11-03
Exchange Bank
9,239$1.0M0.6%CoreLowSanta Rosa, CA2026-10-07
Svrn Asset Management, LLC
9,049$989.7K0.5%ETFVery LowAustin, TX2026-11-02
Balefire, LLC
8,915$975.1K0.2%ETFMediumDallas, TX2026-10-09
Selective Wealth Management, Inc.
8,724$936.2K0.2%ETFLowForest, VA2026-10-16
Goldstein Advisors, LLC
8,494$929.1K0.1%ETFMediumMadison, WI2026-10-15
Kane Co Wealth Management, Inc.
8,274$905.0K0.7%ETFVery LowJohnston, IA2026-11-04
Entrewealth, LLC
8,114$887.5K0.3%ETFLowAustin, TX2026-10-14
National Wealth Management Group, LLC
7,953$869.9K0.3%ETFMediumCincinnati, OH2026-10-26
Visionary Wealth Advisors
7,915$865.7K0.0%ETFLowO'Fallon, IL2026-11-04
Prosperitas Financial LLC
7,886$862.6K0.3%GrowthLowValencia, CA2026-10-28
Signal Advisors Wealth, LLC
7,884$862.4K0.0%ETFLowDetroit, MI2026-10-13
Ifrah Financial Services, Inc.
7,852$858.9K0.2%ETFLowLittle Rock, AR2026-10-13
Cypress Financial Planning LLC
7,810$854.3K0.2%ETFLowHaddon Heights, NJ2026-10-09
Nvest Wealth Strategies, Inc.
7,734$845.9K0.6%ETFVery LowPowell, OH2026-10-14
Echo Wealth Management, LLC
7,581$829.2K0.4%ETFLowPlymouth, MN2026-10-15
Lodestone Wealth Management LLC
7,488$819.1K0.3%CoreLowSpokane, WA2026-10-14
Hengehold Capital Management LLC
7,087$775.1K0.1%ETFLowCincinnati, OH2026-10-16
BIP Wealth, LLC
7,083$774.7K0.0%ETFMediumAtlanta, GA2026-10-22
HUB Investment Partners, LLC
6,943$759.4K0.0%GrowthLowAustin, TX2026-11-03
Websterrogers Financial Advisors, LLC
6,853$749.6K0.2%ETFVery LowFlorence, SC2026-11-02
Mosley Wealth Management
6,784$728.0K0.2%ETFHighAnaheim, CA2026-10-16
Canvas Wealth Advisors, LLC
6,759$722.0K0.1%GrowthLowShawnee, KS2026-11-02
KFG LLC
6,709$733.8K0.5%ETFN/ARapid City, SD2026-11-02
Narus Financial Partners, LLC
6,644$726.7K0.2%ValueLowSalt Lake City, UT2026-10-19
Cypress Wealth Services, LLC
6,547$707.5K0.1%ETFLowPalm Desert, CA2026-10-21
PFG Advisors
6,266$685.4K0.0%ETFMediumPhoenix, AZ2026-10-16
Tranquility Partners, LLC
6,193$677.4K0.2%CoreLowBrentwood, TN2026-10-20
James Investment Research, Inc.
6,173$675.2K0.1%CoreLowAlpha, OH2026-10-22
M Wealth Management, LLC
6,152$672.9K0.5%ETFVery LowSan Diego, CA2026-10-14
Sovran Advisors, LLC
6,084$650.0K0.0%ETFMediumSan Diego, CA2026-11-02
Nova R Wealth, Inc.
5,556$607.7K0.2%ETFLowOverland Park, KS2026-10-26
R2 Capital Strategies, LLC
5,541$606.1K0.3%ETFN/ALincoln, NE2026-10-15
MCF Advisors LLC
5,383$588.8K0.0%ETFLowLexington, KY2026-10-28
Colonial River Investments, LLC
5,357$586.0K0.2%GrowthMediumMidlothian, VA2026-10-19
Guyasuta Investment Advisors Inc
5,195$568.2K0.0%CoreVery LowPittsburgh, PA2026-10-15
Perryman Financial Advisory Inc
5,132$561.3K0.1%GrowthVery LowDallas, TX2026-10-16
Quadcap Wealth Management, LLC
5,092$557.0K0.1%ETFLowFrisco, TX2026-11-02
Cambridge Financial Group, LLC
5,018$517.1K0.2%ETFLowTucson, AZ2026-10-06
Parkside Financial Bank & Trust
4,884$534.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Root Financial Partners, LLC
4,738$518.3K0.0%ETFMediumEncinitas, CA2026-10-21
Rockwood Wealth Management, LLC
4,676$511.4K0.0%ETFVery LowNew Hope, PA2026-10-27
Harbor Investment Advisory, LLC
4,465$488.4K0.0%GrowthLowLutherville, MD2026-10-13
Independent Financial Group, LLC
4,415$482.9K0.0%GrowthLowSan Diego, CA2026-10-13
Legacies Wealth LLC
4,388$480.0K0.3%ETFLowMinnetonka, MN2026-11-02
StoneX Group Inc.
4,293$469.6K0.0%ETFMediumNew York, NY2026-11-03
Intelligent Financial Strategies
4,277$467.8K0.2%ETFVery LowExcelsior, MN2026-10-16
Facet Wealth, Inc.
4,254$465.3K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Wilkerson Advisory Group LLC
4,075$445.7K0.1%ETFMediumColumbia, MO2026-10-20
PUREfi Wealth, LLC
4,016$439.3K0.2%GrowthMediumBoston, MA2026-10-19
Summit Financial Wealth Advisors, LLC
3,998$437.3K0.1%ETFLowLafayette, LA2026-10-15
Parallel Advisors, LLC
3,933$430.2K0.0%IndexLowSan Francisco, CA2026-11-03
Allodium Investment Consultants, LLC
3,808$416.6K0.2%ETFVery LowMinneapolis, MN2026-10-14
Foster Victor Wealth Advisors, LLC
3,760$403.6K0.0%CoreMediumGreenville, SC2026-10-21
Solidarity Wealth, LLC
3,740$409.1K0.1%CoreMediumLehi, UT2026-10-15
Stonebridge Financial Group, LLC
3,707$405.4K0.0%ETFMediumWormleysburg, PA2026-10-01
Aureum Wealth Management, LLC
3,625$396.5K0.2%ETFLowNorth Palm Beach, FL2026-10-15
Life Planning Partners, Inc
3,605$394.3K0.3%ETFVery LowJacksonville, FL2026-10-28
Palisade Asset Management, LLC
3,600$393.8K0.0%CoreVery LowMinneapolis, MN2026-11-03
Financial Architects, LLC
3,520$385.0K0.2%ETFLowWoodstock, GA2026-10-13
Cushing Capital Partners, LLC
3,449$377.2K0.2%ETFLowDelafield, WI2026-10-20
Financial Symmetry Inc
3,441$376.4K0.1%ETFVery LowRaleigh, NC2026-10-06
One Way Holdings LLC
3,342$365.5K0.0%CoreMediumFlower Mound, TX2026-10-29
Approach Retirement Advisors, LLC
3,293$360.2K0.3%ETFLowVestavia, AL2026-10-22
Well Done, LLC
3,267$357.3K0.0%ETFLowHolland, MI2026-10-20
Foresight Capital Management Advisors, Inc.
3,257$356.3K0.2%CoreMediumSaline, MI2026-10-27
Klaas Financial Asset Advisors, LLC
3,236$354.0K0.0%ETFVery LowLoves Park, IL2026-10-19
Foundry Financial LLC
3,233$353.6K0.1%ETFMediumPasadena, CA2026-10-16
Omni 360 Wealth, Inc.
3,220$352.2K0.2%ETFLowPlainsboro, NJ2026-10-13
JDH Wealth Management, LLC
3,090$338.0K0.2%ETFVery LowSanta Rosa, CA2026-10-20
Sage Rhino Capital LLC
3,082$337.1K0.1%ETFLowMenlo Park, CA2026-10-28
Robertson Stephens Wealth Management, LLC
3,079$336.8K0.0%ETFMediumSan Francisco, CA2026-10-16
Leading Edge Financial Planning LLC
2,999$328.0K0.1%ETFLowKnoxville, TN2026-10-23
B. Riley Wealth Advisors, Inc.
2,955$323.2K0.0%GrowthLowMemphis, TN2026-10-13
Csenge Advisory Group
2,931$320.6K0.0%ETFMediumClearwater, FL2026-11-04
Riverbend Wealth Management, LLC
2,911$318.4K0.1%GrowthLowMyrtle Beach, SC2026-10-15
Ballast, Inc.
2,900$317.2K0.1%ETFLowLexington, KY2026-10-20
Koshinski Asset Management, Inc.
2,891$316.2K0.0%ETFLowDecatur, IL2026-10-29
Thor Investment Management Inc
2,875$314.5K0.2%ValueLowCincinnati, OH2026-10-13
WealthPlan Investment Management, LLC
2,832$309.8K0.0%GrowthMediumOmaha, NE2026-10-15
TruNorth Capital Management, LLC
2,810$307.4K0.0%ETFLowKalamazoo, MI2026-10-14
BFI Wealth Solutions, LLC
2,788$305.0K0.2%ETFLowDallas, TX2026-10-16
Choreo, LLC
2,787$304.9K0.0%IndexLowRockford, IL2026-10-28
Mesirow Financial Investment Management, Inc.
2,662$291.2K0.0%CoreLowChicago, IL2026-11-05
Walkner Condon Financial Advisors LLC
2,638$288.5K0.0%ETFLowVerona, WI2026-11-02
Freedom Day Solutions, LLC
2,597$284.1K0.1%CoreLowHouston, TX2026-10-20
Prevail Innovative Wealth Advisors, LLC
2,584$279.2K0.0%CoreVery HighLeawood, KS2026-10-20
CWA Asset Management Group, LLC
2,547$278.6K0.0%CoreMediumNaples, FL2026-10-19
Flagstar Securities, Inc
2,503$273.8K0.1%ETFVery LowNew York, NY2026-10-15
Gaddis Premier Wealth Advisors LLC
2,497$273.1K0.2%ETFMediumDurant, OK2026-10-29
Convergence Financial, LLC
2,493$272.7K0.0%ETFMediumColumbia, MO2026-10-27
Meritas Wealth Management, LLC
2,471$270.3K0.1%ETFVery LowSan Rafael, CA2026-10-14
Roman Butler Fullerton & Co
2,466$264.8K0.1%GrowthMediumSt Louis, MO2026-10-27
RVW Wealth, LLC
2,435$266.3K0.0%ETFVery LowLos Angeles, CA2026-10-06
International Assets Investment Management, LLC
2,395$258.8K0.0%CoreVery HighOrlando, FL2026-11-02
Austin Asset Management Co Inc
2,255$246.7K0.0%ETFVery LowAustin, TX2026-10-29
Integrity Advisory Solutions, LLC
2,241$245.2K0.0%ETFMediumDallas, TX2026-10-29
Trellis Wealth Advisors LLC
2,218$242.6K0.1%ETFVery LowSan Luis Obispo, CA2026-10-19
Shotwell Rutter Baer Inc
2,193$239.9K0.1%ETFVery LowLansing, MI2026-10-14
SRH Advisors, LLC
2,172$237.6K0.1%ETFVery LowSalina, KS2026-10-22
Global Wealth Management, LLC
2,147$234.8K0.1%ETFLowKingston, NJ2026-10-15
M Holdings Securities, Inc.
2,137$2300.0%ETFHighPortland, OR2026-11-03
Dynamic Advisor Solutions LLC
2,127$232.6K0.0%ETFLowPhoenix, AZ2026-10-13
Kestra Private Wealth Services, LLC
2,115$231.4K0.0%GrowthLowAustin, TX2026-10-30
Base Wealth Management LLC
2,078$227.3K0.1%ETFMediumLakewood Ranch, FL2026-10-21
Accel Wealth Management
2,074$226.9K0.0%ETFLowWaverly, IA2026-10-13
Bison Wealth, LLC
2,017$217.9K0.0%GrowthMediumAtlanta, GA2026-10-13
Worth Asset Management, LLC
1,988$217.4K0.1%ETFHighDallas, TX2026-10-07
Ashton Thomas Private Wealth, LLC
1,984$217.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Kingsman Wealth Management, Inc.
1,946$212.9K0.1%MomentumMediumPensacola, FL2026-10-13
Stevens Capital Partners
1,944$212.6K0.0%ETFVery LowOmaha, NE2026-10-29
MLG Wealth Management DBA Pine Grove Financial Group
1,934$211.5K0.0%ETFMediumWoodbury, MN2026-10-13
Global Trust Asset Management, LLC
1,899$207.7K0.1%GrowthMediumPalm Beach Gardens, FL2026-10-19
LongView Wealth Management
1,898$207.6K0.1%ETFLowAtlanta, GA2026-10-19
RFG Advisory, LLC
1,885$206.1K0.0%ETFMediumBirmingham, AL2026-11-03
Aurelius Family Office LLC
1,849$202.2K0.1%ETFVery LowBedford, NH2026-10-23
Colton Groome Financial Advisors, LLC
1,844$201.7K0.0%ETFLowAsheville, NC2026-10-06
RHL Group, LLC
1,824$199.5K0.1%ETFVery HighHolly, MI2026-11-04
Western Pacific Wealth Management, LP
1,650$180.5K0.2%GrowthLowLake Forest, IL2026-10-16
Bank of New Hampshire
1,577$172.5K0.0%CoreLowLaconia, NH2026-10-06
Eastern Bank
1,508$164.9K0.0%GrowthMediumBoston, MA2026-10-05
Trust Co
1,380$150.9K0.0%ETFVery LowManhattan, KS2026-10-09
Arlington Trust Co LLC
980$107.2K0.0%ETFMediumBirmingham, AL2026-10-20
Lloyd Advisory Services, Llc.
942$103.1K0.0%ETFVery HighSuwanee, GA2026-11-02
Angeles Wealth Management, LLC
932$101.9K0.0%ETFLowSanta Monica, CA2026-10-26
Cassaday & Co Wealth Management LLC
932$101.9K0.0%ETFVery LowMclean, VA2026-10-27
Salomon & Ludwin, LLC
931$101.8K0.0%ETFVery LowRichmond, VA2026-10-29
IFP Advisors, Inc
928$101.5K0.0%GrowthLowTampa, FL2026-10-16
Smallwood Wealth Investment Management, LLC
856$93.6K0.0%ETFVery LowRed Bank, NJ2026-10-30
CX Institutional
845$920.0%CoreMediumAuburn, IN2026-10-02
Fiduciary Advisors, Inc.
806$88.2K0.1%ETFLowSt. Louis, MO2026-10-16
Valley National Advisers Inc
781$85.4K0.0%ETFLowBethlehem, PA2026-10-23
Ashton Thomas Securities, LLC
655$71.6K0.0%ETFMediumRochester, NY2026-10-26
Clayton Financial Group LLC
605$66.2K0.0%ETFLowSt. Louis, MO2026-10-13
Birch Financial Group, LLC
497$54.4K0.0%CoreLowKeene, NH2026-10-27
Key FInancial Inc
488$53.4K0.0%ETFLowWest Chester, PA2026-11-02
Monetary Solutions, Ltd
460$50.3K0.0%ETFVery LowDayton, OH2026-10-22
Blue Trust, Inc.
457$50.0K0.0%ETFLowBrentwood, TN2026-10-15
Creative Financial Designs Inc
446$48.8K0.0%ETFMediumKokomo, IN2026-11-04
NorthAvenue LLC
377$41.2K0.0%ETFVery LowColumbus, OH2026-10-29
Barnes Dennig Private Wealth Management LLC
370$40.4K0.0%CoreLowCincinnati, OH2026-10-30
Mather Group, Llc.
366$40.1K0.0%ETFMediumChicago, IL2026-10-14
Harbor Asset Planning, Inc.
364$39.9K0.0%ETFVery LowBelmont, MA2026-10-23
Heritage Family Offices, LLP
356$39.0K0.0%GrowthHighScottsdale, AZ2026-11-02
Jnba Financial Advisors
349$38.2K0.0%ETFMediumBloomington, MN2026-11-03
Point Nemo Capital, LLC
348$38.1K0.0%GARPVery HighDripping Springs, TX2026-11-03
Burkett Financial Services, LLC
345$37.7K0.0%ETFLowRock Hill, SC2026-10-01
POM Investment Strategies, LLC
335$36.6K0.0%ETFVery HighRaleigh, NC2026-10-20
Acumen Wealth Advisors, LLC
331$36.2K0.0%GrowthHighChattanooga, TN2026-11-05
Pinnacle Bancorp, Inc.
298$32.6K0.0%CoreVery LowBeatrice, NE2026-10-21
Country Trust Bank
284$31.1K0.0%GrowthLowBloomington, IL2026-10-30
Physician Wealth Advisors, Inc.
266$29.1K0.0%ETFMediumMidvale, UT2026-10-20
Daytona Street Capital LLC
260$28.3K0.0%Deep ValueMediumSaint Louis, MO2026-10-15
Barrett & Company, Inc.
241$26.4K0.0%ETFLowProvidence, RI2026-10-22
Abound Wealth Management
238$26.0K0.0%ETFVery LowFranklin, TN2026-10-26
Oakworth Capital, Inc.
235$25.7K0.0%ETFLowBirmingham, AL2026-10-26
Kingdom Financial Group Llc.
235$25.7K0.0%ETFMediumPeoria, AZ2026-11-04
First Bancorp, Inc
225$24.6K0.0%ValueVery LowDamariscotta, ME2026-10-26
United Financial Planning Group LLC
207$22.6K0.0%ETFHighHauppauge, NY2026-11-04
Buck Wealth Strategies, LLC
205$22.4K0.0%ValueMediumDenver, CO2026-10-28
Elyxium Wealth, LLC
200$21.9K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Rossby Financial, LCC
193$21.1K0.0%ETFMediumMelbourne, FL2026-11-05
Piscataqua Savings Bank
186$20.3K0.0%CoreVery LowPortsmouth, NH2026-10-21
Evolution Wealth Management Inc.
172$18.8K0.0%ETFMediumFort Myers, FL2026-10-28
Hurley Capital, LLC
162$17.7K0.0%GARPMediumNew York, NY2026-11-05
Private Trust Co NA
159$17.4K0.0%CoreLowCleveland, OH2026-10-20
Beacon Investment Advisory Services, Inc.
154$16.8K0.0%GrowthLowMorristown, NJ2026-10-13
Capital Investment Advisory Services, LLC
151$16.5K0.0%CoreMediumRaleigh, NC2026-10-30
Trust Co of Vermont
137$15.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Team Financial Group, LLC
125$13.7K0.0%ETFLowTemecula, CA2026-10-30
Mechanics Financial Corp
112$12.3K0.0%CoreVery LowMansfield, OH2026-11-05
Horizon Financial Services, LLC
105$11.5K0.0%ETFLowWinston Salem, NC2026-11-04
Gleason Group, Inc.
104$11.4K0.0%ETFVery LowProspect, KY2026-10-15
Gamma Investing LLC
100$10.9K0.0%IndexVery LowFoster City, CA2026-10-08
Latitude Advisors, LLC
92$10.1K0.0%ETFLowYorkville, IL2026-10-27
JFS Wealth Advisors, LLC
89$9.7K0.0%ETFVery LowHermitage, PA2026-11-03
Ares Financial Consulting, LLC
82$9.0K0.0%CoreLowCalabasas, CA2026-10-19
Yankcom Partnership
82$9.0K0.0%CoreVery LowYankton, SD2026-10-15
Carolina Wealth Advisors, LLC
78$8.5K0.0%YieldHighMyrtle Beach, SC2026-10-23
Pioneer Family Office, LLC
75$8.2K0.0%ETFMediumNorth Miami Beach, FL2026-10-30
Mowery & Schoenfeld Wealth Management, LLC
70$7.7K0.0%GrowthMediumLincolnshire, IL2026-10-28
Silver Grove Financial Group, Inc.
64$7.0K0.0%CoreMediumOrchard Park, NY2026-11-05
True Wealth Design, LLC
63$6.9K0.0%ETFMediumAkron, OH2026-10-13
Golden State Wealth Management, LLC
55$6.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Spire Wealth Management
53$5.8K0.0%GrowthMediumMclean, VA2026-10-30
Roxbury Financial LLC
48$5.2K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Clark Wealth Partners
41$4.5K0.0%ETFVery LowO'Fallon, IL2026-10-19
Bfsg, LLC
36$3.9K0.0%CoreLowIrvine, CA2026-10-30
Reyes Financial Architecture, Inc.
31$3.4K0.0%ETFVery HighSan Diego, CA2026-10-22
Hilton Head Capital Partners, LLC
30$3.3K0.0%CoreMediumHilton Head Island, SC2026-10-23
High Note Wealth, LLC
22$2.4K0.0%ETFVery LowDeephaven, MN2026-10-27
Quest 10 Wealth Builders, Inc.
14$1.5K0.0%ETFLowFuquay-Varina, VA2026-11-02
Triumph Capital Management
10$1.1K0.0%ETFMediumDenver, CO2026-10-14
Plante Moran Financial Advisors, LLC
9$9840.0%ETFVery LowSouthfield, MI2026-11-04
Tradewinds Capital Management, LLC
8$8760.0%ETFVery HighBellingham, WA2026-10-23
Signature Resources Capital Management, LLC
7$7660.0%ETFLowNewport Beach, CA2026-10-16
Tsfg, LLC
6$10.0%ETFLowLake Forest, IL2026-10-23
Signaturefd, LLC
6$6560.0%IndexLowAtlanta, GA2026-10-23
Prairie Wealth Advisors, Inc.
0$238.2K0.1%CoreVery LowOmaha, NE2026-10-29