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Avantis US Small Cap Value (AVUV)

CUSIP: 025072877 | NYSE | 1617 institutional holders

Quarters

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

Creative Planning22,849,870
1.5% of portfolio›$2.7B
Plancorp, LLC1,640,362
4.6% of portfolio›$202.5M
TCI Wealth Advisors, Inc.1,462,447
6.9% of portfolio›$172.2M
Unison Advisors LLC1,346,317
11.1% of portfolio›$158.6M
Plante Moran Financial Advisors, LLC1,269,601
6.8% of portfolio›$149.5M
Wealth Management Nebraska1,162,492
12.0% of portfolio›$136.9M
Evensky & Katz LLC1,136,871
18.3% of portfolio›$133.9M
Commonwealth Equity Services, LLC926,828
0.1% of portfolio›$109.2M
RW Investment Management LLC898,387
9.4% of portfolio›$105.8M
Avantax Planning Partners, Inc.852,501
2.5% of portfolio›$100.4M
Foster Group, Inc.681,878
2.2% of portfolio›$80.3M
Farther Finance Advisors, LLC679,855
0.6% of portfolio›$80.1M
Symmetry Partners, LLC647,333
3.9% of portfolio›$76.2M
Moisand Fitzgerald Tamayo, LLC639,896
7.6% of portfolio›$75.4M
Wealth Enhancement Advisory Services, LLC621,231
0.1% of portfolio›$74.6M
Petersen Hastings Wealth Advisors Inc.616,955
6.0% of portfolio›$72.7M
PDS Planning, Inc614,643
4.1% of portfolio›$72.4M
Avior Wealth Management, LLC609,568
1.9% of portfolio›$71.8M
Cornerstone Wealth Partners, LLC592,139
27.7% of portfolio›$69.7M
Meredith Wealth Planning587,106
17.3% of portfolio›$69.1M
Krilogy Financial LLC584,456
1.9% of portfolio›$70.1M
Burton Enright Welch509,754
6.4% of portfolio›$60.0M
Quarry Hill Advisors, LLC476,356
20.9% of portfolio›$56.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management465,908
0.7% of portfolio›$54.9M
Marquette Asset Management, LLC456,549
7.0% of portfolio›$53.8M
Apollon Wealth Management, LLC432,018
0.6% of portfolio›$50.9M
Parcion Private Wealth LLC421,518
2.7% of portfolio›$49.6M
Means Investment Co., Inc.410,754
3.5% of portfolio›$48.4M
Prime Capital Investment Advisors, LLC408,673
0.5% of portfolio›$48.1M
Cambridge Investment Research Advisors, Inc.406,252
0.3% of portfolio›$47.8M
Financial Partners Group, Inc390,571
4.8% of portfolio›$46.0M
AlphaCore Capital LLC389,849
0.7% of portfolio›$45.9M
Three Arch Wealth Management LLC377,130
7.1% of portfolio›$44.4M
Kestra Advisory Services, LLC369,928
0.1% of portfolio›$43.6M
Wealthcare Advisory Partners LLC366,176
0.7% of portfolio›$43.1M
HB Wealth Management, LLC362,015
0.2% of portfolio›$42.6M
First Citizens Bank & Trust Co351,955
0.6% of portfolio›$41.4M
Glenview Trust Co343,706
0.5% of portfolio›$40.5M
McMill Wealth Management332,822
8.9% of portfolio›$39.2M
Northwest Financial Advisors332,642
5.3% of portfolio›$39.2M
RED Lighthouse Investment Management, LLC332,589
11.6% of portfolio›$39.2M
Enzi Wealth330,967
12.0% of portfolio›$39.9M
Bare Financial Services, Inc316,313
8.3% of portfolio›$37.3M
Kondo Wealth Advisors, Inc.308,790
12.1% of portfolio›$36.4M
Orrstown Financial Services Inc308,058
5.4% of portfolio›$36.3M
High Probability Advisors, LLC305,991
4.0% of portfolio›$36.0M
3Edge Asset Management, LP301,458
1.5% of portfolio›$35.5M
Creative Capital Management Investments LLC298,206
7.9% of portfolio›$35.1M
Fonville Wealth Management LLC289,514
5.1% of portfolio›$34.1M
WMG Financial Advisors, LLC288,366
13.6% of portfolio›$36.0M
Define Financial, LLC284,145
13.9% of portfolio›$33.5M
Kestra Private Wealth Services, LLC284,040
0.4% of portfolio›$33.5M
Sherrill & Hutchins Financial Advisory, Inc282,028
16.1% of portfolio›$33.2M
Financial Management Network Inc278,154
4.8% of portfolio›$33.4M
Allegiance Financial Group Advisory Services LLC269,297
5.1% of portfolio›$31.7M
Meritas Wealth Management, LLC263,984
11.2% of portfolio›$31.1M
Chicago Partners Investment Group LLC262,165
0.6% of portfolio›$32.0M
Eagle Wealth Strategies LLC252,884
11.3% of portfolio›$29.8M
Concurrent Investment Advisors, LLC252,459
0.2% of portfolio›$29.7M
Morton Brown Family Wealth, LLC250,971
6.6% of portfolio›$29.6M
Acorn Financial Advisory Services Inc250,295
3.7% of portfolio›$29.5M
Park Avenue Securities LLC248,790
0.5% of portfolio›$29.3M
Regatta Capital Group, LLC238,025
3.5% of portfolio›$28.0M
Great Point Wealth Advisors, LLC234,150
4.4% of portfolio›$27.6M
Retirement Financial Solutions, LLC232,810
6.5% of portfolio›$27.4M
New England Capital Financial Advisors LLC232,781
6.4% of portfolio›$27.4M
Wealth Architects, LLC232,432
2.2% of portfolio›$27.4M
Symphony Financial, Ltd. Co.223,348
2.4% of portfolio›$26.4M
Tarbox Family Office, Inc.222,284
3.7% of portfolio›$26.2M
Northwest Wealth Management, LLC221,023
3.3% of portfolio›$26.0M
Harbor Group, Inc.219,720
3.0% of portfolio›$25.9M
Parkshore Wealth Management, Inc.217,613
6.5% of portfolio›$25.6M
Lifelong Wealth Advisors, Inc.216,786
5.9% of portfolio›$25.5M
Peirce Capital Management, LLC213,165
9.2% of portfolio›$25.1M
Atria Investments, Inc204,413
0.2% of portfolio›$24.1M
Highland Financial Advisors, LLC199,678
5.0% of portfolio›$23.5M
B&D White Capital Company, LLC198,734
2.3% of portfolio›$23.4M
Flagstone Financial Management198,190
5.1% of portfolio›$23.3M
First Merchants Corp197,939
0.8% of portfolio›$23.3M
Reap Financial Group, LLC194,689
3.8% of portfolio›$22.9M
HMV Wealth Advisors, LLC194,530
8.7% of portfolio›$22.9M
Certified Advisory Corp184,997
1.8% of portfolio›$21.8M
BCM Advisors, LLC184,461
4.4% of portfolio›$22.8M
Financial Synergies Wealth Advisors, Inc.183,602
1.8% of portfolio›$21.6M
Bfsg, LLC182,331
1.9% of portfolio›$21.5M
Ocean Park Asset Management, LLC180,991
1.3% of portfolio›$21.3M
Quantum Financial Advisors, LLC178,794
2.0% of portfolio›$21.1M
Able Financial Group, LLC176,915
3.3% of portfolio›$20.8M
Cowa, LLC176,786
5.1% of portfolio›$20.8M
Wheelhouse Advisory Group LLC173,208
5.4% of portfolio›$20.4M
Acumen Wealth Advisors, LLC171,077
3.7% of portfolio›$20.1M
Stolz & Associates, PS166,547
11.5% of portfolio›$19.6M
BetterWealth, LLC165,890
3.3% of portfolio›$19.5M
Mraz, Amerine & Associates, Inc.164,708
3.0% of portfolio›$19.4M
WJ Interests, LLC164,701
7.0% of portfolio›$19.4M
Avondale Wealth Management164,212
8.5% of portfolio›$19.3M
Opus Capital Group, LLC160,518
6.9% of portfolio›$18.9M
Capital Advisors Wealth Management, LLC159,619
2.1% of portfolio›$18.8M
Aire Advisors, LLC158,456
3.0% of portfolio›$18.7M
Arlington Financial Advisors, LLC158,332
2.3% of portfolio›$18.6M
Wallington Asset Management, LLC154,886
2.2% of portfolio›$18.2M
Elser Financial Planning, Inc153,572
0.8% of portfolio›$18.1M
Invariant Investment Management153,334
10.6% of portfolio›$18.4M
Family Investment Center, Inc.150,859
2.9% of portfolio›$17.8M
Simplicity Wealth,LLC149,088
0.5% of portfolio›$17.6M
Hamilton Point Investment Advisors, LLC145,800
2.4% of portfolio›$17.2M
SFG Wealth Management, Llc.145,109
6.1% of portfolio›$17.1M
Compass Ion Advisors, LLC145,006
1.4% of portfolio›$17.1M
Diversify Advisory Services, LLC144,599
0.3% of portfolio›$17.4M
Diversify Wealth Management, LLC144,599
0.3% of portfolio›$17.4M
Bucket List Wealth Management, LLC143,394
8.1% of portfolio›$16.9M
Prism Advisors, Inc.143,316
4.3% of portfolio›$17.2M
Sage Rhino Capital LLC142,493
2.7% of portfolio›$16.8M
Apeiron RIA LLC140,180
3.8% of portfolio›$16.7M
ARQ Wealth Advisors, LLC136,717
1.9% of portfolio›$16.1M
Porter White Investment Advisors, Inc.134,917
9.9% of portfolio›$15.9M
Porter White Investment Advisors, Inc.134,917
9.9% of portfolio›$15.9M
Willow Creek Wealth Management Inc.134,832
1.0% of portfolio›$15.9M
Moneco Advisors, LLC134,249
0.9% of portfolio›$15.8M
Revolve Wealth Partners, LLC132,781
1.6% of portfolio›$15.6M
Creative Financial Designs Inc132,023
0.7% of portfolio›$15.5M
MFA Wealth Advisors, LLC131,467
2.6% of portfolio›$15.5M
Collective Family Office LLC129,664
3.2% of portfolio›$15.3M
Trilogy Capital Inc.129,343
0.6% of portfolio›$15.2M
Nottingham Advisors, Inc.129,203
1.9% of portfolio›$15.4M
Caliber Wealth Management, LLC / KS126,384
1.5% of portfolio›$14.9M
Insight Wealth Strategies, LLC126,132
1.5% of portfolio›$14.9M
Midwest Financial Group LLC125,880
5.0% of portfolio›$14.8M
Burk Holdings LLC124,638
5.1% of portfolio›$14.7M
Wespac Advisors SoCal, LLC124,533
2.7% of portfolio›$14.7M
Planned Solutions, Inc.122,945
4.0% of portfolio›$14.5M
Greater Midwest Financial Group, LLC122,560
6.8% of portfolio›$14.4M
Proathlete Wealth Management LLC122,539
3.2% of portfolio›$14.4M
Correct Capital Wealth Management122,371
2.4% of portfolio›$14.4M
O'Connor Financial Group LLC122,141
5.1% of portfolio›$14.4M
Fortress Financial Group, LLC121,579
7.0% of portfolio›$14.3M
Financial Futures Ltd Liability Co.121,470
5.3% of portfolio›$14.3M
Advisor OS, LLC119,704
0.9% of portfolio›$14.1M
Private Wealth Management Group, LLC118,915
3.1% of portfolio›$14.0M
MGO One Seven LLC118,149
0.2% of portfolio›$13.9M
Apella Capital, LLC117,901
0.2% of portfolio›$14.0M
Ullmann Wealth Partners Group, LLC113,775
1.2% of portfolio›$13.4M
Voisard Asset Management Group, Inc.113,601
2.5% of portfolio›$13.4M
Family Wealth Partners, LLC113,571
4.0% of portfolio›$13.4M
Visionary Horizons, LLC111,685
5.2% of portfolio›$13.2M
Alliance Wealth Advisors, LLC111,578
4.2% of portfolio›$13.1M
Visionary Wealth Advisors111,161
0.5% of portfolio›$13.1M
Venture Visionary Partners LLC110,722
0.3% of portfolio›$13.0M
Waterfront Wealth Inc.109,369
2.1% of portfolio›$13.2M
True Wealth Design, LLC109,008
3.0% of portfolio›$12.8M
KPP Advisory Services LLC108,089
2.1% of portfolio›$12.7M
Elevation Point Wealth Partners, LLC104,145
0.2% of portfolio›$12.3M
Shotwell Rutter Baer Inc102,546
6.7% of portfolio›$12.1M
Intelligence Driven Advisers, LLC101,145
2.1% of portfolio›$11.9M
Daymark Wealth Partners, LLC101,110
0.3% of portfolio›$11.9M
Wedmont Private Capital98,800
0.3% of portfolio›$11.9M
Nvest Wealth Strategies, Inc.98,278
8.4% of portfolio›$11.6M
Austin Asset Management Co Inc96,600
1.5% of portfolio›$11.4M
SkyOak Wealth, LLC92,804
1.8% of portfolio›$10.9M
Physician Wealth Solutions Inc.92,547
4.3% of portfolio›$10.9M
Cerro Pacific Wealth Advisors LLC91,388
2.4% of portfolio›$10.8M
Choreo, LLC91,373
0.1% of portfolio›$10.8M
Quadcap Wealth Management, LLC91,038
1.0% of portfolio›$10.7M
Bayshore Asset Management, LLC90,200
3.8% of portfolio›$10.8M
Towneley Capital Management, Inc / de89,711
2.1% of portfolio›$10.6M
USAdvisors Wealth Management, LLC88,730
12.0% of portfolio›$10.4M
Prosperity Planning, Inc.88,253
2.3% of portfolio›$10.4M
Kestra Investment Management, LLC88,058
0.2% of portfolio›$10.4M
Ferguson Johnson Wealth Management Inc87,068
7.4% of portfolio›$10.3M
Concord Wealth Partners86,806
1.2% of portfolio›$10.2M
Brookstone Capital Management86,252
0.1% of portfolio›$10.2M
Concord Asset Management, LLC84,790
1.5% of portfolio›$10.0M
Strategic Blueprint, LLC83,718
0.5% of portfolio›$9.9M
Sigma Planning Corp82,904
0.3% of portfolio›$9.8M
Islay Capital Management, LLC82,887
4.6% of portfolio›$9.8M
HUB Investment Partners, LLC82,704
0.2% of portfolio›$9.7M
JP Wealth Management, Inc.82,062
6.1% of portfolio›$9.7M
Wilkerson Advisory Group LLC81,754
2.9% of portfolio›$9.6M
Elevate Wealth Advisory, Inc81,729
5.0% of portfolio›$9.6M
Trace Wealth Advisors, LLC81,339
7.1% of portfolio›$9.6M
Liberty Capital Management, Inc.81,022
1.6% of portfolio›$9.5M
Saxon Interests, Inc.80,884
3.3% of portfolio›$9.5M
Greenspring Advisors, LLC79,108
0.4% of portfolio›$9.3M
Perigon Wealth Management, LLC78,096
0.1% of portfolio›$9.2M
Global Strategic Investment Solutions, LLC77,976
0.8% of portfolio›$9.2M
Intergy Private Wealth, LLC77,363
2.0% of portfolio›$9.1M
Yardley Wealth Management LLC75,555
3.9% of portfolio›$8.9M
Higgins & Schmidt Wealth Strategies LLC75,021
3.6% of portfolio›$8.8M
Sylvest Advisors, LLC74,658
3.9% of portfolio›$8.8M
Rainey & Randall Wealth Advisors Inc.74,600
1.3% of portfolio›$8.8M
Diversified Portfolios, Inc.74,079
0.6% of portfolio›$8.7M
Greenup Street Wealth Management LLC72,584
1.1% of portfolio›$8.5M
Fidelity D & D Bancorp Inc72,457
2.9% of portfolio›$8.5M
DWM Financial Group, Inc.71,477
6.6% of portfolio›$8.4M
Torren Management, LLC70,251
4.1% of portfolio›$8.3M
Truist Financial Corp69,912
0.0% of portfolio›$8.2M
Echo Wealth Management, LLC69,825
4.0% of portfolio›$8.2M
Midwest Heritage Bank, FSB68,424
2.4% of portfolio›$8.1M
Pearl Planning LLC67,672
3.3% of portfolio›$8.0M
Frontier Asset Management, LLC67,513
1.5% of portfolio›$8.0M
Golden Bell Financial Planning LLC67,424
5.9% of portfolio›$7.9M
BridgePort Financial Solutions, LLC66,527
1.8% of portfolio›$7.8M
White Pine Investment Co66,346
4.9% of portfolio›$7.8M
Clarus Group, Inc.65,452
2.5% of portfolio›$7.7M
Relyea Zuckerberg Hanson LLC65,414
0.6% of portfolio›$7.7M
Vise Technologies, Inc.64,555
0.1% of portfolio›$7.6M
EnRich Financial Partners LLC64,273
1.8% of portfolio›$7.6M
Bull Oak Capital, LLC63,691
2.4% of portfolio›$7.5M
Wright Wealth LLC62,483
4.2% of portfolio›$7.4M
Axxcess Wealth Management, LLC61,945
0.3% of portfolio›$7.3M
ERn Financial, LLC61,062
1.2% of portfolio›$7.2M
Navigoe, LLC60,859
3.9% of portfolio›$7.2M
Oppenheimer & Co Inc60,408
0.1% of portfolio›$7.1M
First National Bank Sioux Falls59,899
2.2% of portfolio›$7.1M
Sensenig Capital Advisors, Inc59,731
6.3% of portfolio›$7.0M
LexAurum Advisors, LLC59,362
0.8% of portfolio›$7.0M
Platt Wealth Management LLC59,147
8.6% of portfolio›$7.0M
Accredited Investor Services, LLC58,939
3.9% of portfolio›$6.9M
Davidson Kahn Capital Management, LLC58,880
2.7% of portfolio›$6.9M
Freestate Advisors LLC58,702
5.3% of portfolio›$6.9M
Northland Capital Management LLC58,638
3.2% of portfolio›$6.9M
Cooper Financial Group58,534
0.5% of portfolio›$6.9M
Kooman & Associates58,239
1.8% of portfolio›$6.9M
Verde Capital Management58,196
1.2% of portfolio›$6.9M
Southern Capital Services Inc57,388
3.9% of portfolio›$6.8M
Arista Wealth Management, LLC57,255
0.7% of portfolio›$6.7M
Capstone Wealth Management, LLC57,067
3.1% of portfolio›$6.7M
Copper Harbor Investment Advisors, LLC56,982
1.4% of portfolio›$6.7M
Westside Investment Management, Inc.55,924
0.8% of portfolio›$6.6M
Sovran Advisors, LLC55,120
0.5% of portfolio›$6.8M
DeLarme Wealth Management, Inc.54,388
3.6% of portfolio›$6.4M
Seed Wealth Management, Inc.53,515
4.0% of portfolio›$6.3M
Premier Path Wealth Partners, LLC53,166
0.7% of portfolio›$6.3M
Keybank National Association53,029
0.0% of portfolio›$6.2M
Fairway Financial, LLC52,947
3.9% of portfolio›$6.2M
First Horizon Corp52,749
0.2% of portfolio›$6.2M
Bison Wealth, LLC52,514
0.5% of portfolio›$6.3M
Pacific Asset Management, LLC51,980
3.0% of portfolio›$6.1M
Bauman Advisory Group, LLC51,742
3.0% of portfolio›$6.1M
Team Financial Group, LLC49,889
2.3% of portfolio›$5.9M
Provident Wealth Management, LLC49,858
2.1% of portfolio›$5.9M
Code Waechter LLC49,750
2.8% of portfolio›$5.9M
Andrews Advisory Associates, LLC49,683
2.7% of portfolio›$5.9M
Bank of New Hampshire48,949
1.2% of portfolio›$5.8M
Evanson Financial, LLC48,703
0.3% of portfolio›$5.7M
Telos Capital Management, Inc.48,072
0.5% of portfolio›$5.7M
Kane Co Wealth Management, Inc.47,618
4.5% of portfolio›$5.6M
Lantern Wealth Advisors, LLC47,492
2.4% of portfolio›$5.6M
Rubicon Advisors, GP47,098
3.9% of portfolio›$5.5M
Friday Financial46,854
1.1% of portfolio›$5.6M
First Nebraska Trust Co44,822
0.4% of portfolio›$5.3M
Stone Summit Wealth LLC44,749
1.4% of portfolio›$5.3M
Uptick Partners, LLC44,683
0.7% of portfolio›$5.3M
Larson Financial Group LLC44,484
0.1% of portfolio›$5.2M
Exchange Traded Concepts, LLC43,994
0.0% of portfolio›$5.2M
M Holdings Securities, Inc.43,880
0.0% of portfolio›$5.4K
Intrua Financial, LLC43,537
0.5% of portfolio›$5.1M
Lauterbach Financial Advisors, LLC43,159
2.2% of portfolio›$5.1M
Equita Financial Network, Inc.42,749
1.4% of portfolio›$5.0M
Cherry Tree Wealth Management, LLC42,460
0.9% of portfolio›$5.0M
Mayfair Advisory Group, LLC42,367
1.4% of portfolio›$5.0M
Flywheel Private Wealth LLC42,302
2.5% of portfolio›$5.0M
Carter Financial Group, Inc.41,707
2.5% of portfolio›$4.9M
Onyx Bridge Wealth Group LLC41,145
0.4% of portfolio›$4.8M
Aprio Wealth Management, LLC40,730
0.2% of portfolio›$4.8M
Fifth Third Securities, Inc.40,647
0.2% of portfolio›$4.8M
Leading Edge Financial Planning LLC40,558
1.0% of portfolio›$4.8M
SC&H Financial Advisors, Inc.40,446
0.7% of portfolio›$4.8M
Arbor Wealth Advisors LLC40,169
2.9% of portfolio›$4.7M
Hoxton Planning & Management, LLC40,030
1.2% of portfolio›$4.7M
McCarley & Cook Financial Planners39,768
3.6% of portfolio›$4.7M
Nkcfo LLC39,450
2.8% of portfolio›$4.6M
United Advisor Group, LLC38,774
0.4% of portfolio›$4.6M
Sierra Ocean, LLC38,342
2.8% of portfolio›$4.5M
Courier Capital LLC38,258
0.2% of portfolio›$4.5M
Cadent Capital Advisors, LLC37,680
1.0% of portfolio›$4.4M
SAX Wealth Advisors, LLC37,469
0.1% of portfolio›$4.4M
BFI Wealth Solutions, LLC37,347
3.0% of portfolio›$4.4M
Ballast Financial Advisors LLC37,293
4.1% of portfolio›$4.4M
Avant Financial Advisors LLC36,997
2.7% of portfolio›$4.4M
Apollon Financial, LLC36,813
0.5% of portfolio›$4.3M
Fiduciary Advisors, Inc.36,491
2.9% of portfolio›$4.3M
Ejmk Ventures LLC36,114
1.8% of portfolio›$4.3M
Prairie Advisory, LLC35,844
0.5% of portfolio›$4.2M
First American Bank35,104
0.2% of portfolio›$4.1M
Heritage Wealth Management, Inc.35,017
1.0% of portfolio›$4.1M
Sentinel Pension Advisors, LLC34,451
0.5% of portfolio›$4.1M
Summit Investment Advisors, Inc.\KS34,430
1.8% of portfolio›$4.1M
LAM Group, Inc.34,265
2.0% of portfolio›$4.0M
DBK Financial Counsel, LLC34,113
3.2% of portfolio›$4.0M
Paragon Advisors, LLC33,715
0.7% of portfolio›$4.0M
Redhawk Wealth Advisors, Inc.33,269
0.4% of portfolio›$3.9M
CoreCap Advisors, LLC33,207
0.1% of portfolio›$3.9M
True North Advisors, LLC33,028
0.3% of portfolio›$3.9M
Herold Advisors, Inc.32,404
0.7% of portfolio›$3.8M
Broadway Wealth Solutions, Inc.32,376
1.7% of portfolio›$3.8M
Hudson Oak Wealth Advisory LLC32,279
2.9% of portfolio›$3.8M
Conrad Siegel Investment Advisors, Inc.32,238
0.6% of portfolio›$3.8M
Centennial Wealth Advisory LLC32,049
0.8% of portfolio›$3.8M
Fifth Third Wealth Advisors LLC31,946
0.1% of portfolio›$3.8M
Optima Capital LLC31,729
1.5% of portfolio›$3.7M
Emprise Bank31,353
1.4% of portfolio›$3.7M
Holcombe Financial, Inc.31,206
2.0% of portfolio›$3.7M
Bokf, NA31,191
0.1% of portfolio›$3.7M
Prudent Investor Advisors, LLC31,174
2.9% of portfolio›$3.7M
Milestone Asset Management Group, LLC31,040
1.7% of portfolio›$3.7M
Dynamic Advisor Solutions LLC30,970
0.1% of portfolio›$3.6M
Indivisible Partners30,739
0.2% of portfolio›$3.6M
Sculati Wealth Management, LLC29,829
1.2% of portfolio›$3.6M
Cap Partners, LLC29,600
1.6% of portfolio›$3.5M
XY Planning Network, Inc.29,370
0.4% of portfolio›$3.5M
Haven Private, LLC28,858
1.3% of portfolio›$3.4M
Advisory Solutions Group, LLC28,857
0.7% of portfolio›$3.4M
Modera Wealth Management, LLC28,712
0.0% of portfolio›$3.4M
New England Private Wealth Advisors LLC28,676
0.3% of portfolio›$3.4M
StoneX Group Inc.28,496
0.1% of portfolio›$3.4M
Canvas Wealth Advisors, LLC28,328
0.5% of portfolio›$3.5M
MFG Investments, LLC27,648
3.5% of portfolio›$3.3M
Level Financial Advisors27,452
0.7% of portfolio›$3.2M
Wedbush Securities Inc27,302
0.2% of portfolio›$3.2M
Asset One Wealth Management LLC27,117
0.3% of portfolio›$3.2M
Heritage Wealth Management, Inc.26,819
1.1% of portfolio›$3.2M
Atala Financial Inc26,768
1.8% of portfolio›$3.2M
Titleist Asset Management, LLC26,720
0.2% of portfolio›$3.1M
L.K. Benson & Company, P.C.26,697
0.9% of portfolio›$3.1M
Etesian Wealth Advisors, Inc.26,526
0.9% of portfolio›$3.1M
Gibraltar Capital Management, Inc.26,518
0.5% of portfolio›$3.1M
Versant Capital Management, Inc26,144
0.3% of portfolio›$3.1M
Meadow Creek Wealth Advisors LLC26,024
1.8% of portfolio›$3.1M
Maia Wealth LLC25,894
0.4% of portfolio›$3.0M
Paragon Capital Management Ltd25,591
0.6% of portfolio›$3.0M
JDH Wealth Management, LLC25,367
1.8% of portfolio›$3.0M
Tranquility Partners, LLC25,336
1.0% of portfolio›$3.0M
RDA Financial Network25,082
0.6% of portfolio›$3.0M
IFS Advisors, LLC24,679
0.9% of portfolio›$2.9M
Stegent Equity Advisors, Inc.24,493
2.3% of portfolio›$2.9M
Clear Creek Financial Management, LLC24,483
0.2% of portfolio›$2.9M
Total Clarity Wealth Management, Inc.24,416
0.6% of portfolio›$2.9M
Sheets Smith Wealth Management24,226
0.3% of portfolio›$2.9M
RFG Advisory, LLC23,710
0.0% of portfolio›$2.8M
Aerodigm Wealth, LLC23,304
0.9% of portfolio›$2.7M
Refined Wealth Management23,237
1.5% of portfolio›$2.7M
First Community Trust NA23,216
0.9% of portfolio›$2.7M
Abacus Planning Group, Inc.23,017
0.3% of portfolio›$2.7M
Kachkovsky & Fisher, Inc.22,933
2.5% of portfolio›$2.7M
Baker Tilly Wealth Management, LLC22,907
0.5% of portfolio›$2.7M
MW Advisory, LLC22,689
1.1% of portfolio›$2.7M
Moulton Wealth Management, Inc22,667
1.8% of portfolio›$2.7M
Signal Advisors Wealth, LLC22,458
0.1% of portfolio›$2.6M
Cyndeo Wealth Partners, LLC22,191
0.1% of portfolio›$2.6M
Centerpoint Advisory Group21,695
1.6% of portfolio›$2.6M
Ceera Investments, LLC21,441
1.0% of portfolio›$2.5M
Independent Financial Group, LLC21,373
0.0% of portfolio›$2.5M
Focus Financial Network, Inc.21,176
0.1% of portfolio›$2.5M
Squire Investment Management Company, LLC21,140
0.6% of portfolio›$2.5M
Ironwood Financial, llc20,811
0.4% of portfolio›$2.5M
Vista Investment Partners LLC20,807
0.6% of portfolio›$2.5M
Legacy Capital Wealth Partners, LLC20,468
0.5% of portfolio›$2.4M
KFG LLC20,259
1.6% of portfolio›$2.4M
55 North Private Wealth, LLC20,178
0.4% of portfolio›$2.4M
Asset Dedication, LLC19,988
0.1% of portfolio›$2.4M
Cogent Strategic Wealth LLC19,582
2.2% of portfolio›$2.3M
Beaumont Asset Management, L.L.C.19,571
0.8% of portfolio›$2.3M
Cornerstone Management, Inc.19,355
0.3% of portfolio›$2.3M
James T. Borello RIA19,319
0.5% of portfolio›$2.3M
Hardin Capital Partners, LLC19,229
1.1% of portfolio›$2.3M
Saxony Capital Management, LLC18,990
0.9% of portfolio›$2.2M
Fortitude Family Office, LLC18,915
0.4% of portfolio›$2.2M
Orba Wealth Advisors, L.L.C.18,912
1.9% of portfolio›$2.2M
Joseph P. Lucia & Associates, LLC18,818
0.6% of portfolio›$2.2M
Flagship Harbor Advisors, LLC18,781
0.1% of portfolio›$2.2M
Factor Wealth Management LTD18,671
0.3% of portfolio›$2.2M
CRA Financial Services, LLC18,624
0.2% of portfolio›$2.2M
Networth Advisors, LLC18,547
1.3% of portfolio›$2.2M
Kingswood Wealth Advisors, LLC18,301
0.1% of portfolio›$2.2M
Cypress Point Wealth Management, LLC18,266
0.2% of portfolio›$2.2M
Insight Wealth Partners, LLC17,720
0.3% of portfolio›$2.1M
Armbruster Capital Management, Inc.17,248
0.3% of portfolio›$2.0M
Rockwood Wealth Management, LLC17,148
0.1% of portfolio›$2.0M
Carolina Wealth Management Inc17,106
0.9% of portfolio›$2.0M
CWA Asset Management Group, LLC16,952
0.1% of portfolio›$2.0M
Independence Bank of Kentucky16,759
0.2% of portfolio›$2.0M
Nixon Peabody Trust Co16,614
0.1% of portfolio›$2.0M
TrustWell Financial Advisors, LLC16,585
1.7% of portfolio›$2.0M
B. Riley Wealth Advisors, Inc.16,331
0.1% of portfolio›$1.9M
Beacon Financial Group16,261
0.2% of portfolio›$1.9M
Approach Retirement Advisors, LLC15,935
1.4% of portfolio›$1.9M
TPG Advisors LLC15,721
1.0% of portfolio›$1.9M
HBW Advisory Services LLC15,429
0.2% of portfolio›$1.8M
Frankly Finances, LLC15,289
1.4% of portfolio›$1.8M
Puff Wealth Management, LLC15,179
1.7% of portfolio›$1.8M
Cornerstone Wealth Management, LLC15,179
0.1% of portfolio›$1.8M
Entrewealth, LLC15,160
0.6% of portfolio›$1.8M
BigSur Wealth Management LLC15,108
0.4% of portfolio›$1.8M
National Wealth Management Group, LLC14,899
0.5% of portfolio›$1.8M
Wealth Enhancement Trust Services, Inc.14,838
0.2% of portfolio›$1.7M
Integris Wealth Management, LLC14,777
0.3% of portfolio›$1.7M
W.H. Cornerstone Investments Inc.14,749
1.0% of portfolio›$1.7M
IFP Advisors, Inc14,535
0.0% of portfolio›$1.7M
Claro Advisors Inc.14,512
0.2% of portfolio›$1.7M
RVW Wealth, LLC14,438
0.1% of portfolio›$1.7M
Clark Asset Management, LLC14,199
0.1% of portfolio›$1.7M
Equity Wealth Partners, LLC14,103
0.5% of portfolio›$1.7M
GEM Asset Management, LLC14,015
0.7% of portfolio›$1.7M
Victory Financial Group, LLC14,006
0.2% of portfolio›$1.6M
Transcendent Capital Group LLC13,874
0.7% of portfolio›$1.6M
Interchange Capital Partners, LLC13,770
0.3% of portfolio›$1.6M
Guidance Capital, Inc13,716
0.4% of portfolio›$1.7M
Almanack Investment Partners, Llc.13,610
0.2% of portfolio›$1.6M
KWB Wealth13,535
0.1% of portfolio›$1.6M
Brighton Jones LLC13,493
0.0% of portfolio›$1.6M
CGC Financial Services, LLC13,475
0.4% of portfolio›$1.6M
Mattern Capital Management, LLC13,438
0.2% of portfolio›$1.6M
Integrity Investment Advisors, LLC13,305
0.6% of portfolio›$1.6M
Kaufman Rossin Wealth, LLC13,279
0.6% of portfolio›$1.6M
Forum Financial Management, LP13,111
0.0% of portfolio›$1.5M
Value Investment Professionals, LLC12,916
1.3% of portfolio›$1.5M
Lifetime Wealth Management P.C.12,754
0.9% of portfolio›$1.5M
Tortuga Wealth Management, Inc12,730
1.1% of portfolio›$1.5M
Meridian Wealth Management, LLC12,686
0.0% of portfolio›$1.5M
Atlas Brown,Inc.12,649
0.4% of portfolio›$1.5M
Traphagen Investment Advisors LLC12,516
0.1% of portfolio›$1.5M
Capital Wealth Alliance, LLC12,166
0.6% of portfolio›$1.4M
Greenwood Capital Associates LLC12,083
0.1% of portfolio›$1.4M
Harbor Asset Planning, Inc.12,074
1.1% of portfolio›$1.4M
Robertson Stephens Wealth Management, LLC12,031
0.0% of portfolio›$1.4M
Portside Wealth Group, LLC12,020
0.2% of portfolio›$1.4M
Gradient Capital Advisors, LLC11,913
0.3% of portfolio›$1.4M
Prosperity Financial Group, Inc.11,819
0.4% of portfolio›$1.4M
Capital Investment Advisory Services, LLC11,765
0.1% of portfolio›$1.4M
Facet Wealth, Inc.11,609
0.0% of portfolio›$1.4M
Middleton & Co Inc11,051
0.1% of portfolio›$1.3M
Financial Architects, LLC11,035
0.7% of portfolio›$1.3M
Foundry Financial LLC11,014
0.4% of portfolio›$1.3M
Signature Equity Partners, LLC10,883
0.4% of portfolio›$1.3M
Longview Financial Advisors, Inc.10,766
0.7% of portfolio›$1.3M
Del-Sette Capital Management, LLC10,735
0.7% of portfolio›$1.3M
San Luis Wealth Advisors LLC10,671
0.2% of portfolio›$1.3M
Jnba Financial Advisors10,283
0.1% of portfolio›$1.2M
Independent Wealth Network Inc.10,229
0.3% of portfolio›$1.2M
Capital Investment Advisors, LLC10,133
0.0% of portfolio›$1.2M
Partners Wealth Management, LLC9,897
0.1% of portfolio›$1.2M
Clark Wealth Partners9,652
0.6% of portfolio›$1.1M
GC Wealth Management RIA, LLC9,650
0.1% of portfolio›$1.1M
marrick wealth, LLC9,553
0.8% of portfolio›$1.1M
MN Wealth Advisors, LLC9,318
0.4% of portfolio›$1.1M
West Wealth Group, LLC9,312
0.2% of portfolio›$1.1M
Tenon Financial LLC9,270
0.3% of portfolio›$1.1M
Private Trust Co NA9,242
0.1% of portfolio›$1.1M
Strategic Advisors LLC9,125
0.2% of portfolio›$1.1M
Morey & Quinn Wealth Partners, LLC8,626
0.7% of portfolio›$1.0M
Annex Advisory Services, LLC8,558
0.0% of portfolio›$1.0M
Parallel Advisors, LLC8,552
0.0% of portfolio›$1.0M
Diversified Management Inc8,542
0.2% of portfolio›$1.0M
Merkkuri Wealth Advisors LLC8,507
0.6% of portfolio›$1.0M
Wavvest Wealth LLC8,482
0.8% of portfolio›$998.9K
Klingman & Associates, LLC8,353
0.0% of portfolio›$983.8K
Vista Investment Partners II, LLC8,335
0.4% of portfolio›$981.6K
Kings Path Partners LLC8,330
0.3% of portfolio›$981.0K
Directional Asset Management8,224
0.8% of portfolio›$968.5K
Redw Wealth LLC8,197
0.4% of portfolio›$965.3K
First Financial Corp8,084
0.3% of portfolio›$952.1K
Verus Wealth Management, LLC8,063
0.6% of portfolio›$949.6K
D.A. Davidson & Co.7,987
0.0% of portfolio›$940.6K
CogentBlue Wealth Advisors, LLC7,982
0.9% of portfolio›$940.0K
Opal Wealth Advisors, LLC7,801
0.2% of portfolio›$918.7K
Hazlett, Burt & Watson, Inc.7,795
0.1% of portfolio›$256.7K
Cypress Financial Planning LLC7,759
0.2% of portfolio›$913.7K
Regions Financial Corp7,741
0.0% of portfolio›$911.7K
Sherman Wealth Management LLC7,664
0.6% of portfolio›$902.5K
Cambridge Financial Group, LLC7,660
0.3% of portfolio›$955.7K
Crosspoint Financial, LLC7,641
1.8% of portfolio›$900.0K
ProCore Advisors, LLC7,636
1.1% of portfolio›$899.3K
Boyce & Associates Wealth Consulting, Inc.7,617
0.5% of portfolio›$897.0K
EverSource Wealth Advisors, LLC7,593
0.0% of portfolio›$894.2K
WealthPlan Investment Management, LLC7,574
0.0% of portfolio›$892.0K
Cornell Pochily Investment Advisors, Inc.7,415
0.2% of portfolio›$873.3K
Prospera Capital Management, LLC7,390
0.2% of portfolio›$870.3K
Freedom Day Solutions, LLC7,366
0.2% of portfolio›$867.5K
BIP Wealth, LLC7,324
0.0% of portfolio›$862.5K
Strategic Family Wealth Counselors, L.L.C.7,311
0.2% of portfolio›$861.0K
Synergy Asset Management, LLC7,196
0.1% of portfolio›$847.5K
Convergence Financial, LLC7,169
0.1% of portfolio›$844.2K
RCS Financial Planning, LLC7,138
0.5% of portfolio›$840.6K
Legacy Financial Group, Inc.7,130
0.2% of portfolio›$839.7K
Winnacle Wealth LLC7,021
0.5% of portfolio›$826.9K
Certior Financial Group, LLC7,001
0.4% of portfolio›$824.5K
Belleair Asset Management, LLC6,899
0.7% of portfolio›$812.5K
Powers Advisory Group, LLC6,756
0.2% of portfolio›$795.6K
Integrated Capital Management, LLC6,748
0.3% of portfolio›$794.8K
First Heartland Consultants, Inc.6,640
0.1% of portfolio›$782.0K
Oceanside Advisors LLC6,476
0.5% of portfolio›$762.7K
R2 Capital Strategies, LLC6,440
0.3% of portfolio›$758.4K
SFM, LLC d/b/a Sweeney Financial Advisors6,318
0.4% of portfolio›$744.1K
Monetary Solutions, Ltd6,256
0.6% of portfolio›$736.7K
Guyasuta Investment Advisors Inc6,200
0.0% of portfolio›$730.2K
ARK & TLK Investments, LLC6,200
0.2% of portfolio›$730.2K
Prospera Financial Services Inc6,082
0.0% of portfolio›$750.7K
Avidian Wealth Enterprises, LLC6,058
0.0% of portfolio›$713.4K
D'Orazio & Associates, Inc.5,998
0.1% of portfolio›$706.3K
RHL Group, LLC5,979
0.5% of portfolio›$704.2K
Acorn Wealth Advisors, LLC5,967
0.2% of portfolio›$702.8K
Triune Financial Partners, LLC5,936
0.1% of portfolio›$699.1K
LongView Wealth Management5,906
0.2% of portfolio›$695.5K
Foundation Wealth Management, Llc\pa5,891
0.2% of portfolio›$693.8K
Benson Investment Management Company, Inc.5,700
3.8% of portfolio›$671.3K
Nova R Wealth, Inc.5,656
0.2% of portfolio›$666.2K
Cardinal Point Capital Management ULC5,610
0.0% of portfolio›$660.7K
WealthSpring Partners, LLC5,578
0.7% of portfolio›$656.9K
Master's Wealth Management Inc.5,525
0.2% of portfolio›$650.7K
Beacon Financial Planning, Inc5,403
0.2% of portfolio›$636.4K
NWF Advisory Services Inc.5,343
0.1% of portfolio›$629.2K
Sowell Financial Services LLC5,332
0.0% of portfolio›$627.9K
Whitaker-Myers Wealth Managers, Ltd.5,330
0.1% of portfolio›$627.7K
M Wealth Management, LLC5,309
0.5% of portfolio›$625.2K
Selective Wealth Management, Inc.5,308
0.1% of portfolio›$639.3K
Alliance Wealth Advisors, LLC5,308
0.1% of portfolio›$625.1K
Marino, Stram & Associates LLC5,281
0.1% of portfolio›$621.9K
Balance Wealth Partners LLC5,253
0.1% of portfolio›$618.6K
Macco Financial Group, Inc.5,220
0.4% of portfolio›$614.8K
Redwood Park Advisors LLC5,071
0.4% of portfolio›$597.2K
Autumn Glory Partners, LLC5,046
0.2% of portfolio›$594.3K
CGN Advisors LLC4,992
0.0% of portfolio›$587.9K
Accurate Wealth Management, LLC4,985
0.1% of portfolio›$601.2K
Strategent Financial, LLC4,978
0.3% of portfolio›$586.3K
Next Level Private LLC4,946
0.1% of portfolio›$582.5K
Koshinski Asset Management, Inc.4,900
0.0% of portfolio›$577.1K
Guardsman Private Capital Management, Inc.4,884
0.4% of portfolio›$575.2K
JIM Saulnier & Associates, LLC4,882
0.2% of portfolio›$575.0K
Cushing Capital Partners, LLC4,836
0.3% of portfolio›$569.5K
Signature Resources Capital Management, LLC4,762
0.2% of portfolio›$560.8K
Financial Symmetry Inc4,694
0.2% of portfolio›$552.8K
Cypress Wealth Services, LLC4,653
0.1% of portfolio›$560.6K
Lodestone Wealth Management LLC4,615
0.2% of portfolio›$543.5K
Accredited Investors Inc.4,599
0.0% of portfolio›$541.6K
Valeo Financial Advisors, LLC4,599
0.0% of portfolio›$541.7K
Heritage Investment Group, Inc.4,562
0.1% of portfolio›$537.3K
Signature Estate & Investment Advisors LLC4,561
0.0% of portfolio›$537.1K
Lido Advisors, LLC4,496
0.0% of portfolio›$529.6K
Bestgate Wealth Advisors, LLC4,478
0.3% of portfolio›$527.4K
Stevens Capital Partners4,457
0.1% of portfolio›$524.9K
Breakwater Capital Group4,421
0.1% of portfolio›$520.6K
Decker Retirement Planning Inc.4,421
0.2% of portfolio›$520.7K
Pinnacle Bancorp, Inc.4,378
0.1% of portfolio›$515.6K
BancFirst Trust & Investment Management4,356
0.3% of portfolio›$517.4K
Well Done, LLC4,323
0.1% of portfolio›$509.1K
Klaas Financial Asset Advisors, LLC4,322
0.1% of portfolio›$509.0K
Parkside Financial Bank & Trust4,306
0.0% of portfolio›$507.1K
UMB Private Wealth Management, LLC4,264
0.5% of portfolio›$502.2K
Root Financial Partners, LLC4,154
0.0% of portfolio›$489.2K
Andrews, Lucia Wealth Management LLC4,149
0.3% of portfolio›$488.6K
SBI Securities Co., Ltd.4,145
0.0% of portfolio›$488.2K
Triad Wealth Partners, LLC4,144
0.0% of portfolio›$488.0K
Jm2 Capital Inc.4,136
0.3% of portfolio›$487.1K
Hohimer Wealth Management, LLC4,074
0.0% of portfolio›$479.8K
BAM Wealth Management, LLC4,034
0.3% of portfolio›$475.1K
GEN Financial Management, Inc.4,014
0.3% of portfolio›$472.7K
Bannerman Wealth Management Group, LLC4,001
0.3% of portfolio›$471.2K
FCG Investment Co3,974
0.2% of portfolio›$468.0K
Trellis Wealth Advisors LLC3,942
0.2% of portfolio›$464.3K
PUREfi Wealth, LLC3,938
0.2% of portfolio›$463.8K
Huntleigh Advisors, Inc.3,892
0.1% of portfolio›$458.4K
Santori & Peters, Inc.3,890
0.1% of portfolio›$458.1K
Quantum Financial Partners LLC3,884
0.2% of portfolio›$457.4K
Rinkey Investments3,864
0.1% of portfolio›$455.1K
Manchester Financial Inc3,853
0.1% of portfolio›$453.7K
QTR Family Wealth, LLC3,853
0.2% of portfolio›$453.8K
Flagstar Securities, Inc3,845
0.1% of portfolio›$452.8K
J.M. Arbour, LLC3,840
0.4% of portfolio›$452.2K
Sensible Money, LLC3,811
0.1% of portfolio›$448.8K
Summit Financial Strategies, Inc.3,794
0.0% of portfolio›$446.8K
Walkner Condon Financial Advisors LLC3,765
0.0% of portfolio›$443.4K
Mcdonald Partners LLC3,739
0.1% of portfolio›$440.3K
Integrity Advisory Solutions, LLC3,689
0.0% of portfolio›$434.6K
Narus Financial Partners, LLC3,668
0.1% of portfolio›$432.0K
Stewardship Concepts Financial Services LLC3,667
0.3% of portfolio›$431.9K
Brickley Wealth Management3,662
0.1% of portfolio›$431.3K
Prosperity Advisers, LLC3,529
0.3% of portfolio›$415.6K
Advisory Resource Group3,520
0.1% of portfolio›$414.6K
CWC Advisors, Llc.3,506
0.2% of portfolio›$412.9K
Prosperitas Financial LLC3,468
0.1% of portfolio›$408.4K
Madrid Wealth Management, LLC3,466
0.3% of portfolio›$408.2K
Kelleher Financial Advisors3,421
0.1% of portfolio›$402.9K
Garde Capital, Inc.3,374
0.0% of portfolio›$397.4K
Stewardship Advisors, LLC3,356
0.1% of portfolio›$395.2K
Cora Capital Advisors LLC3,303
0.1% of portfolio›$389.0K
One Way Holdings LLC3,243
0.0% of portfolio›$381.9K
Baker Ellis Asset Management LLC3,230
0.0% of portfolio›$380.4K
Balboa Wealth Partners3,214
0.1% of portfolio›$378.6K
Flaharty Asset Management, LLC3,196
2.1% of portfolio›$383.6K
Newman Dignan & Sheerar, Inc.3,172
0.1% of portfolio›$373.6K
International Assets Investment Management, LLC3,161
0.0% of portfolio›$376.5K
Badgley Phelps Wealth Managers, LLC3,081
0.0% of portfolio›$362.9K
Legacy Financial Strategies, LLC3,076
0.1% of portfolio›$362.3K
rebel Financial LLC3,067
0.1% of portfolio›$361.2K
Cullen T Bankers, Inc.3,023
0.0% of portfolio›$356.0K
Aureum Wealth Management, LLC3,014
0.2% of portfolio›$355.0K
TD Waterhouse Canada Inc.2,965
0.0% of portfolio›$353.3K
Cassilly Financial Group LLC2,948
0.2% of portfolio›$347.2K
Dala Group, LLC2,937
0.3% of portfolio›$345.9K
Essex Bank2,919
0.1% of portfolio›$343.8K
Matrix Trust Co2,872
1.1% of portfolio›$338.0K
Coquina Private Wealth LLC2,828
0.2% of portfolio›$333.0K
Gibbs Wealth Management2,826
0.0% of portfolio›$332.8K
Global Wealth Management, LLC2,788
0.2% of portfolio›$328.3K
Ethic Inc.2,765
0.0% of portfolio›$325.7K
Global Trust Wealth Management LLC2,750
0.2% of portfolio›$323.9K
Keystone Wealth Services, LLC2,720
0.1% of portfolio›$323.1K
Aspiriant, LLC2,686
0.0% of portfolio›$316.3K
LifeGoal Investments, LLC2,662
0.1% of portfolio›$313.5K
Gerber Kawasaki Wealth & Investment Management2,636
0.0% of portfolio›$310.5K
Americana Partners, LLC2,587
0.0% of portfolio›$304.6K
Robinswood Financial LLC2,584
0.1% of portfolio›$309.2K
Hurlow Wealth Management Group, Inc.2,477
0.1% of portfolio›$291.7K
Investment Research & Advisory Group, Inc.2,474
0.1% of portfolio›$291.3K
Base Wealth Management LLC2,432
0.1% of portfolio›$286.4K
Family Legacy, Inc.2,432
0.1% of portfolio›$286.4K
Assetmark, Inc2,393
0.0% of portfolio›$281.8K
Sharper & Granite LLC2,387
0.1% of portfolio›$263.7K
LJI Wealth Management, LLC2,349
0.0% of portfolio›$276.7K
Chapin Davis, Inc.2,340
0.1% of portfolio›$275.6K
Mainsail Asset Management, LLC2,330
0.1% of portfolio›$280.7K
John W. Brooker & Co., CPAs2,328
0.3% of portfolio›$274.2K
Whelan Financial2,310
0.1% of portfolio›$272.0K
First Premier Bank2,268
0.2% of portfolio›$267.0K
Intelligent Financial Strategies2,242
0.1% of portfolio›$264.1K
Capital Square, LLC2,239
0.1% of portfolio›$263.7K
Epiq Partners, LLC2,148
0.1% of portfolio›$252.9K
Latitude Advisors, LLC2,092
0.1% of portfolio›$246.4K
Split Rock Private Trading & Wealth Management, LLC2,077
0.2% of portfolio›$244.6K
Signaturefd, LLC2,068
0.0% of portfolio›$243.5K
TMB Capital Partners, LLC2,058
0.1% of portfolio›$242.3K
Ballew Advisors, Inc2,046
0.1% of portfolio›$245.6K
ADG Wealth Management Group, LLC1,996
0.1% of portfolio›$235.1K
Truefg, LLC1,990
0.1% of portfolio›$234.4K
Grant Private Wealth Management Inc1,963
0.1% of portfolio›$231.2K
Cannon Advisors, Inc.1,939
0.1% of portfolio›$233.9K
Lanark Financial, Inc.1,915
0.0% of portfolio›$225.5K
Oath Planning, LLC1,909
0.1% of portfolio›$224.9K
Novem Group1,883
0.0% of portfolio›$221.8K
Sapient Capital LLC1,870
0.0% of portfolio›$220.2K
Baxter Bros Inc1,860
0.0% of portfolio›$219.1K
Atlas Private Wealth Advisors1,852
0.0% of portfolio›$218.1K
Acropolis Investment Management, LLC1,847
0.0% of portfolio›$217.5K
SeaBridge Investment Advisors LLC1,836
0.0% of portfolio›$216.2K
Pinion Investment Advisors, LLC1,825
0.0% of portfolio›$215.0K
Csenge Advisory Group1,812
0.0% of portfolio›$213.4K
Rossby Financial, LCC1,808
0.0% of portfolio›$212.9K
Vann Equity Management LLC1,803
0.1% of portfolio›$212.3K
Ferguson Wellman Capital Management, Inc1,791
0.0% of portfolio›$210.9K
Financial Network Wealth Advisors LLC1,771
0.2% of portfolio›$208.6K
Carlton Hofferkamp & Jenks Wealth Management, LLC1,770
0.1% of portfolio›$214.1K
Fermata Advisors, LLC1,761
0.0% of portfolio›$207.3K
Trust Co of Vermont1,757
0.0% of portfolio›$206.9K
Tennessee Valley Asset Management Partners1,720
0.0% of portfolio›$202.6K
Magnus Financial Group LLC1,716
0.0% of portfolio›$202.1K
AdvisorNet Financial, Inc1,681
0.0% of portfolio›$200.3K
Adkins Seale Capital Management LLC1,663
0.2% of portfolio›$195.9K
Avion Wealth1,523
0.2% of portfolio›$179.0K
Evolution Wealth Management Inc.1,502
0.1% of portfolio›$176.9K
Smallwood Wealth Investment Management, LLC1,390
0.1% of portfolio›$163.7K
Arlington Trust Co LLC1,145
0.0% of portfolio›$134.8K
Spire Wealth Management1,113
0.0% of portfolio›$131.1K
Ashton Thomas Securities, LLC1,093
0.0% of portfolio›$128.7K
GGM Financial LLC1,005
0.0% of portfolio›$118.4K
Harbor Investment Advisory, LLC990
0.0% of portfolio›$116.6K
Nemes Rush Group LLC891
0.0% of portfolio›$105.0K
Princeton Global Asset Management LLC824
0.0% of portfolio›$97.0K
MidAtlantic Capital Management, Inc.731
0.1% of portfolio›$86.1K
Clayton Financial Group LLC701
0.0% of portfolio›$82.6K
Rosenberg Matthew Hamilton667
0.0% of portfolio›$78.6K
Provenance Wealth Advisors, LLC666
0.0% of portfolio›$78.4K
Ashton Thomas Private Wealth, LLC655
0.0% of portfolio›$77.1K
Atwood & Palmer Inc610
0.0% of portfolio›$71.8K
Brown, Lisle Ings, Inc.609
0.0% of portfolio›$71.7K
Buck Wealth Strategies, LLC606
0.0% of portfolio›$71.4K
Sfam, LLC575
0.1% of portfolio›$67.7K
Silver Grove Financial Group, Inc.568
0.0% of portfolio›$66.9K
Ares Financial Consulting, LLC563
0.0% of portfolio›$66.3K
POM Investment Strategies, LLC552
0.1% of portfolio›$65.1K
MeadowBrook Investment Advisors LLC540
0.1% of portfolio›$65.9K
NorthAvenue LLC537
0.0% of portfolio›$63.2K
CX Institutional502
0.0% of portfolio›$59
West Paces Advisors Inc.496
0.0% of portfolio›$58.4K
Vision Financial Markets LLC487
0.0% of portfolio›$57.9K
Kingdom Financial Group Llc.472
0.0% of portfolio›$55.6K
Mather Group, Llc.467
0.0% of portfolio›$55.0K
Burkett Financial Services, LLC456
0.0% of portfolio›$53.7K
Valley National Advisers Inc414
0.0% of portfolio›$48.8K
Country Trust Bank399
0.0% of portfolio›$47.0K
Chapman Financial Group, LLC398
0.0% of portfolio›$46.9K
Barnes Dennig Private Wealth Management LLC381
0.0% of portfolio›$44.9K
Dhjj Financial Advisors, Ltd.373
0.0% of portfolio›$44.0K
Abound Wealth Management369
0.0% of portfolio›$43.4K
Blue Trust, Inc.364
0.0% of portfolio›$42.9K
SJS Investment Consulting Inc.334
0.0% of portfolio›$39.3K
Wilmington Savings Fund Society, FSB322
0.0% of portfolio›$37.9K
GHP Investment Advisors, Inc.312
0.0% of portfolio›$36.8K
Foresight Capital Management Advisors, Inc.304
0.0% of portfolio›$35.8K
Flagship Wealth Advisors, LLC302
0.0% of portfolio›$35.6K
Elevation Wealth Partners, LLC301
0.0% of portfolio›$35.5K
Lloyd Advisory Services, Llc.290
0.0% of portfolio›$34.1K
Your Advocates Ltd., LLP254
0.0% of portfolio›$29.9K
Simplex Trading, LLC253
0.0% of portfolio›$29.8K
Comprehensive Financial Planning, Inc.242
0.0% of portfolio›$28.5K
Pension & Wealth Management Advisors, Inc.240
0.0% of portfolio›$28.3K
JFS Wealth Advisors, LLC228
0.0% of portfolio›$26.9K
Morling Financial Advisors, LLC222
0.0% of portfolio›$26.1K
Montgomery Financial Services LLC218
0.0% of portfolio›$25.7K
Bernzott Capital Advisors200
0.0% of portfolio›$23.6K
Evermay Wealth Management LLC174
0.0% of portfolio›$20.5K
RMG Wealth Management LLC169
0.0% of portfolio›$20.6K
Allspring Global Investments Holdings, LLC138
0.0% of portfolio›$16.6K
Blue Bell Private Wealth Management, LLC133
0.0% of portfolio›$15.7K
Tounjian Advisory Partners, LLC131
0.0% of portfolio›$15.4K
Halbert Hargrove Global Advisors, LLC127
0.0% of portfolio›$15.0K
StrongBox Wealth, LLC124
0.0% of portfolio›$14.6K
Key FInancial Inc119
0.0% of portfolio›$14.0K
Gamma Investing LLC105
0.0% of portfolio›$12.4K
Farmers & Merchants Trust Co of Chambersburg PA97
0.0% of portfolio›$11
GK Wealth Management LLC97
0.0% of portfolio›$11.4K
Cape Investment Advisory, Inc.97
0.0% of portfolio›$11.4K
Southern Michigan Bank & Trust96
0.0% of portfolio›$11.3K
Maseco LLP93
0.0% of portfolio›$11.0K
Mosley Wealth Management90
0.0% of portfolio›$10.8K
Oakworth Capital, Inc.88
0.0% of portfolio›$10.4K
1620 Investment Advisors, Inc.85
0.0% of portfolio›$10.0K
Salomon & Ludwin, LLC82
0.0% of portfolio›$9.7K
Pioneer Family Office, LLC67
0.0% of portfolio›$7.9K
Thompson Investment Management, Inc.63
0.0% of portfolio›$7.4K
Archer Investment Corp55
0.0% of portfolio›$6.5K
Vermillion Wealth Management, Inc.54
0.0% of portfolio›$6.4K
Nfsg Corp50
0.0% of portfolio›$5.9K
First Pacific Financial36
0.0% of portfolio›$4.3K
IMG Wealth Management, Inc.33
0.0% of portfolio›$3.9K
Richardson Financial Services Inc.21
0.0% of portfolio›$2.5K
Ascentis Independent Advisors16
0.0% of portfolio›$1.9K
Davis Capital Management11
0.0% of portfolio›$1.3K
Tradewinds Capital Management, LLC10
0.0% of portfolio›$1.2K
Spurstone Advisory Services, LLC6
0.0% of portfolio›$715
Hurley Capital, LLC4
0.0% of portfolio›$471
Quest 10 Wealth Builders, Inc.2
0.0% of portfolio›$236
Gen-Wealth Partners Inc0
0.0% of portfolio›$46
StyleTurnoverLocationFiled
Creative Planning
22,849,870$2.7B1.5%IndexVery LowOverland Park, KS2026-11-02
Plancorp, LLC
1,640,362$202.5M4.6%ETFLowSaint Louis, MO2026-11-03
TCI Wealth Advisors, Inc.
1,462,447$172.2M6.9%ETFLowTucson, AZ2026-10-30
Unison Advisors LLC
1,346,317$158.6M11.1%ETFVery LowProvidence, RI2026-10-29
Plante Moran Financial Advisors, LLC
1,269,601$149.5M6.8%ETFVery LowSouthfield, MI2026-11-04
Wealth Management Nebraska
1,162,492$136.9M12.0%ETFLowNorfolk, NE2026-10-26
Evensky & Katz LLC
1,136,871$133.9M18.3%ETFVery LowCoral Gables, FL2026-10-27
Commonwealth Equity Services, LLC
926,828$109.2M0.1%ETFLowWaltham, MA2026-11-02
RW Investment Management LLC
898,387$105.8M9.4%ETFLowEagle, ID2026-11-03
Avantax Planning Partners, Inc.
852,501$100.4M2.5%ETFLowDubuque, IA2026-11-03
Foster Group, Inc.
681,878$80.3M2.2%ETFVery LowUrbandale, IA2026-10-13
Farther Finance Advisors, LLC
679,855$80.1M0.6%IndexLowSan Francisco, CA2026-10-08
Symmetry Partners, LLC
647,333$76.2M3.9%ETFLowGlastonbury, CT2026-10-27
Moisand Fitzgerald Tamayo, LLC
639,896$75.4M7.6%ETFVery LowOrlando, FL2026-10-15
Wealth Enhancement Advisory Services, LLC
621,231$74.6M0.1%CoreLowPlymouth, MN2026-10-13
Petersen Hastings Wealth Advisors Inc.
616,955$72.7M6.0%ETFLowKennewick, WA2026-10-27
PDS Planning, Inc
614,643$72.4M4.1%IndexVery LowDublin, OH2026-11-03
Avior Wealth Management, LLC
609,568$71.8M1.9%ETFMediumOmaha, NE2026-10-13
Cornerstone Wealth Partners, LLC
592,139$69.7M27.7%ETFVery LowOkemos, MI2026-10-28
Meredith Wealth Planning
587,106$69.1M17.3%ETFLowMaryville, IL2026-10-14
Krilogy Financial LLC
584,456$70.1M1.9%GrowthLowSt. Louis, MO2026-10-13
Burton Enright Welch
509,754$60.0M6.4%ETFVery LowWalnut Creek, CA2026-11-04
Quarry Hill Advisors, LLC
476,356$56.1M20.9%ETFVery LowSt Paul, MN2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
465,908$54.9M0.7%GrowthVery LowSeattle, WA2026-10-27
Marquette Asset Management, LLC
456,549$53.8M7.0%ETFVery LowMinneapolis, MN2026-10-09
Apollon Wealth Management, LLC
432,018$50.9M0.6%GrowthLowMount Pleasant, SC2026-10-23
Parcion Private Wealth LLC
421,518$49.6M2.7%CoreMediumBellevue, WA2026-10-28
Means Investment Co., Inc.
410,754$48.4M3.5%GrowthVery LowBangor, ME2026-11-03
Prime Capital Investment Advisors, LLC
408,673$48.1M0.5%ETFLowOverland Park, KS2026-10-20
Cambridge Investment Research Advisors, Inc.
406,252$47.8M0.3%ETFLowFairfield, IA2026-11-02
Financial Partners Group, Inc
390,571$46.0M4.8%ETFLowOverland Park, KS2026-10-19
AlphaCore Capital LLC
389,849$45.9M0.7%ETFLowLa Jolla, CA2026-11-04
Three Arch Wealth Management LLC
377,130$44.4M7.1%ETFVery LowIrvine, CA2026-10-20
Kestra Advisory Services, LLC
369,928$43.6M0.1%CoreLowAustin, TX2026-11-02
Wealthcare Advisory Partners LLC
366,176$43.1M0.7%ETFLowWest Chester, PA2026-10-21
HB Wealth Management, LLC
362,015$42.6M0.2%IndexVery LowAtlanta, GA2026-10-23
First Citizens Bank & Trust Co
351,955$41.4M0.6%CoreMediumRaleigh, NC2026-10-14
Glenview Trust Co
343,706$40.5M0.5%GrowthVery LowLouisville, KY2026-10-28
McMill Wealth Management
332,822$39.2M8.9%Deep ValueHighNorfolk, NE2026-11-05
Northwest Financial Advisors
332,642$39.2M5.3%ETFLowHerndon, VA2026-10-27
RED Lighthouse Investment Management, LLC
332,589$39.2M11.6%ETFVery LowHillsdale, NY2026-11-02
Enzi Wealth
330,967$39.9M12.0%ETFMediumAustin, TX2026-10-14
Bare Financial Services, Inc
316,313$37.3M8.3%ETFVery LowGap, PA2026-11-04
Kondo Wealth Advisors, Inc.
308,790$36.4M12.1%ETFVery LowPasadena, CA2026-10-19
Orrstown Financial Services Inc
308,058$36.3M5.4%ETFLowHarrisburg, PA2026-10-14
High Probability Advisors, LLC
305,991$36.0M4.0%ETFVery LowPittsford, NY2026-10-19
3Edge Asset Management, LP
301,458$35.5M1.5%ETFMediumNaples, FL2026-10-30
Creative Capital Management Investments LLC
298,206$35.1M7.9%ETFLowSan Diego, CA2026-10-28
Fonville Wealth Management LLC
289,514$34.1M5.1%ETFVery LowRichmond, VA2026-10-28
WMG Financial Advisors, LLC
288,366$36.0M13.6%ETFLowKnoxville, TN2026-10-28
Define Financial, LLC
284,145$33.5M13.9%ETFVery LowSan Diego, CA2026-10-14
Kestra Private Wealth Services, LLC
284,040$33.5M0.4%GrowthLowAustin, TX2026-10-30
Sherrill & Hutchins Financial Advisory, Inc
282,028$33.2M16.1%ETFVery LowAtlanta, GA2026-10-14
Financial Management Network Inc
278,154$33.4M4.8%ETFLowMission Viejo, CA2026-10-09
Allegiance Financial Group Advisory Services LLC
269,297$31.7M5.1%ETFLowVienna, VA2026-11-02
Meritas Wealth Management, LLC
263,984$31.1M11.2%ETFVery LowSan Rafael, CA2026-10-14
Chicago Partners Investment Group LLC
262,165$32.0M0.6%GARPLowChicago, IL2026-10-27
Eagle Wealth Strategies LLC
252,884$29.8M11.3%ETFVery LowMullica Hill, NJ2026-10-20
Concurrent Investment Advisors, LLC
252,459$29.7M0.2%GrowthMediumTampa, FL2026-10-16
Morton Brown Family Wealth, LLC
250,971$29.6M6.6%ETFVery LowAllentown, PA2026-10-23
Acorn Financial Advisory Services Inc
250,295$29.5M3.7%ETFMediumReston, VA2026-11-02
Park Avenue Securities LLC
248,790$29.3M0.5%ETFMediumNew York, NY2026-10-26
Regatta Capital Group, LLC
238,025$28.0M3.5%ETFLowEl Segundo, CA2026-10-23
Great Point Wealth Advisors, LLC
234,150$27.6M4.4%ETFVery LowBoston, MA2026-10-15
Retirement Financial Solutions, LLC
232,810$27.4M6.5%ETFMediumKnoxville, TN2026-10-20
New England Capital Financial Advisors LLC
232,781$27.4M6.4%ETFLowMeriden, CT2026-11-03
Wealth Architects, LLC
232,432$27.4M2.2%ETFVery LowMountain View, CA2026-11-03
Symphony Financial, Ltd. Co.
223,348$26.4M2.4%GrowthLowHouston, TX2026-10-22
Tarbox Family Office, Inc.
222,284$26.2M3.7%ETFVery LowNewport Beach, CA2026-10-23
Northwest Wealth Management, LLC
221,023$26.0M3.3%ETFLowSpencer, IA2026-10-30
Harbor Group, Inc.
219,720$25.9M3.0%ETFVery LowBedford, NH2026-10-14
Parkshore Wealth Management, Inc.
217,613$25.6M6.5%ETFLowGranite Bay, CA2026-10-13
Lifelong Wealth Advisors, Inc.
216,786$25.5M5.9%ETFLowArden Hills, MN2026-10-19
Peirce Capital Management, LLC
213,165$25.1M9.2%ETFLowThe Woodlands, TX2026-10-19
Atria Investments, Inc
204,413$24.1M0.2%CoreMediumCharlotte, NC2026-10-15
Highland Financial Advisors, LLC
199,678$23.5M5.0%ETFVery LowWayne, NJ2026-10-19
B&D White Capital Company, LLC
198,734$23.4M2.3%ETFHighLakeway, TX2026-11-02
Flagstone Financial Management
198,190$23.3M5.1%ETFVery LowLincoln, NE2026-11-05
First Merchants Corp
197,939$23.3M0.8%GrowthLowMuncie, IN2026-10-15
Reap Financial Group, LLC
194,689$22.9M3.8%ETFLowAustin, TX2026-11-02
HMV Wealth Advisors, LLC
194,530$22.9M8.7%ETFVery LowShreveport, LA2026-10-27
Certified Advisory Corp
184,997$21.8M1.8%ETFLowAltamonte Springs, FL2026-10-29
BCM Advisors, LLC
184,461$22.8M4.4%ETFLowLafayette, LA2026-11-03
Financial Synergies Wealth Advisors, Inc.
183,602$21.6M1.8%ETFVery LowHouston, TX2026-10-16
Bfsg, LLC
182,331$21.5M1.9%CoreLowIrvine, CA2026-10-30
Ocean Park Asset Management, LLC
180,991$21.3M1.3%ETFLowSanta Monica, CA2026-10-21
Quantum Financial Advisors, LLC
178,794$21.1M2.0%ETFLowSanta Monica, CA2026-11-03
Able Financial Group, LLC
176,915$20.8M3.3%ETFLowScottsdale, AZ2026-10-14
Cowa, LLC
176,786$20.8M5.1%ETFMediumTulsa, OK2026-10-30
Wheelhouse Advisory Group LLC
173,208$20.4M5.4%ETFVery LowSt. Louis, MO2026-10-20
Acumen Wealth Advisors, LLC
171,077$20.1M3.7%GrowthHighChattanooga, TN2026-11-05
Stolz & Associates, PS
166,547$19.6M11.5%ETFLowTacoma, WA2026-11-05
BetterWealth, LLC
165,890$19.5M3.3%ETFVery LowSan Jose, CA2026-10-15
Mraz, Amerine & Associates, Inc.
164,708$19.4M3.0%Deep ValueLowModesto, CA2026-10-30
WJ Interests, LLC
164,701$19.4M7.0%ETFLowSugar Land, TX2026-10-14
Avondale Wealth Management
164,212$19.3M8.5%ETFLowWest Lake Hills, TX2026-10-15
Opus Capital Group, LLC
160,518$18.9M6.9%ETFVery LowCincinnati, OH2026-10-30
Capital Advisors Wealth Management, LLC
159,619$18.8M2.1%ETFLowYakima, WA2026-10-09
Aire Advisors, LLC
158,456$18.7M3.0%ETFVery LowBeverly Hills, CA2026-10-22
Arlington Financial Advisors, LLC
158,332$18.6M2.3%ETFMediumSanta Barbara, CA2026-10-19
Wallington Asset Management, LLC
154,886$18.2M2.2%CoreVery LowIndianapolis, IN2026-11-04
Elser Financial Planning, Inc
153,572$18.1M0.8%GARPLowIndianapolis, IN2026-10-16
Invariant Investment Management
153,334$18.4M10.6%ETFLowCamp Hill, PA2026-10-08
Family Investment Center, Inc.
150,859$17.8M2.9%ETFMediumSaint Joseph, MO2026-10-19
Simplicity Wealth,LLC
149,088$17.6M0.5%ETFLowSummit, NJ2026-10-23
Hamilton Point Investment Advisors, LLC
145,800$17.2M2.4%CoreLowChapel Hill, NC2026-11-03
SFG Wealth Management, Llc.
145,109$17.1M6.1%ETFMediumTowson, MD2026-10-23
Compass Ion Advisors, LLC
145,006$17.1M1.4%ETFVery LowConshohocken, PA2026-10-23
Diversify Advisory Services, LLC
144,599$17.4M0.3%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
144,599$17.4M0.3%GrowthMediumSandy, UT2026-10-20
Bucket List Wealth Management, LLC
143,394$16.9M8.1%ETFMediumThe Villages, FL2026-10-22
Prism Advisors, Inc.
143,316$17.2M4.3%ETFMediumStudio City, CA2026-10-09
Sage Rhino Capital LLC
142,493$16.8M2.7%ETFLowMenlo Park, CA2026-10-28
Apeiron RIA LLC
140,180$16.7M3.8%ETFMediumDallas, TX2026-10-08
ARQ Wealth Advisors, LLC
136,717$16.1M1.9%ETFLowScottsdale, AZ2026-10-29
Porter White Investment Advisors, Inc.
134,917$15.9M9.9%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
134,917$15.9M9.9%ETFVery LowBirmingham, AL2026-10-14
Willow Creek Wealth Management Inc.
134,832$15.9M1.0%ETFVery LowSebastopol, CA2026-10-26
Moneco Advisors, LLC
134,249$15.8M0.9%ETFLowFairfield, CT2026-11-05
Revolve Wealth Partners, LLC
132,781$15.6M1.6%ETFVery LowHackensack, NJ2026-10-23
Creative Financial Designs Inc
132,023$15.5M0.7%ETFMediumKokomo, IN2026-11-04
MFA Wealth Advisors, LLC
131,467$15.5M2.6%ETFMediumPittsburgh, PA2026-10-07
Collective Family Office LLC
129,664$15.3M3.2%ETFLowYork, PA2026-10-05
Trilogy Capital Inc.
129,343$15.2M0.6%ETFMediumIrvine, CA2026-10-20
Nottingham Advisors, Inc.
129,203$15.4M1.9%ETFLowAmherst, NY2026-10-29
Caliber Wealth Management, LLC / KS
126,384$14.9M1.5%ETFLowOverland Park, KS2026-11-04
Insight Wealth Strategies, LLC
126,132$14.9M1.5%ETFHighSan Ramon, CA2026-10-09
Midwest Financial Group LLC
125,880$14.8M5.0%ETFLowOverland Park, KS2026-10-15
Burk Holdings LLC
124,638$14.7M5.1%ETFVery LowTulsa, OK2026-11-05
Wespac Advisors SoCal, LLC
124,533$14.7M2.7%GrowthMediumPasadena, CA2026-10-13
Planned Solutions, Inc.
122,945$14.5M4.0%ETFLowFolsom, CA2026-10-19
Greater Midwest Financial Group, LLC
122,560$14.4M6.8%GrowthMediumSt. Paul, MN2026-10-13
Proathlete Wealth Management LLC
122,539$14.4M3.2%ETFVery LowBoca Raton, FL2026-10-15
Correct Capital Wealth Management
122,371$14.4M2.4%ETFMediumClayton, MO2026-11-02
O'Connor Financial Group LLC
122,141$14.4M5.1%ETFLowQuincy, IL2026-10-26
Fortress Financial Group, LLC
121,579$14.3M7.0%ETFMediumRochester, MN2026-10-21
Financial Futures Ltd Liability Co.
121,470$14.3M5.3%ETFLowBrielle, NJ2026-10-13
Advisor OS, LLC
119,704$14.1M0.9%ETFMediumChicago, IL2026-11-03
Private Wealth Management Group, LLC
118,915$14.0M3.1%ETFLowPrinceton, NJ2026-10-19
MGO One Seven LLC
118,149$13.9M0.2%GrowthLowBeachwood, OH2026-10-28
Apella Capital, LLC
117,901$14.0M0.2%ETFVery LowWest Hartford, CT2026-10-08
Ullmann Wealth Partners Group, LLC
113,775$13.4M1.2%ETFLowJacksonville Beach, FL2026-11-02
Voisard Asset Management Group, Inc.
113,601$13.4M2.5%ETFLowGrand Rapids, MI2026-10-13
Family Wealth Partners, LLC
113,571$13.4M4.0%ETFLowMatthews, NC2026-10-20
Visionary Horizons, LLC
111,685$13.2M5.2%ETFLowKnoxville, TN2026-10-22
Alliance Wealth Advisors, LLC
111,578$13.1M4.2%CoreVery LowScranton, PA2026-10-14
Visionary Wealth Advisors
111,161$13.1M0.5%ETFLowO'Fallon, IL2026-11-04
Venture Visionary Partners LLC
110,722$13.0M0.3%CoreLowSylvania, OH2026-10-07
Waterfront Wealth Inc.
109,369$13.2M2.1%ValueLowOverland Park, KS2026-11-03
True Wealth Design, LLC
109,008$12.8M3.0%ETFMediumAkron, OH2026-10-13
KPP Advisory Services LLC
108,089$12.7M2.1%GrowthMediumLouisville, KY2026-10-26
Elevation Point Wealth Partners, LLC
104,145$12.3M0.2%CoreHighDenver, CO2026-11-05
Shotwell Rutter Baer Inc
102,546$12.1M6.7%ETFVery LowLansing, MI2026-10-14
Intelligence Driven Advisers, LLC
101,145$11.9M2.1%ETFLowCarlsbad, CA2026-10-09
Daymark Wealth Partners, LLC
101,110$11.9M0.3%CoreLowCincinnati, OH2026-11-04
Wedmont Private Capital
98,800$11.9M0.3%IndexVery LowWest Chester, PA2026-10-09
Nvest Wealth Strategies, Inc.
98,278$11.6M8.4%ETFVery LowPowell, OH2026-10-14
Austin Asset Management Co Inc
96,600$11.4M1.5%ETFVery LowAustin, TX2026-10-29
SkyOak Wealth, LLC
92,804$10.9M1.8%ETFLowSouthfield, MI2026-10-28
Physician Wealth Solutions Inc.
92,547$10.9M4.3%ETFLowNorth Las Vegas, NV2026-10-14
Cerro Pacific Wealth Advisors LLC
91,388$10.8M2.4%GrowthLowSan Luis Obispo, CA2026-10-22
Choreo, LLC
91,373$10.8M0.1%IndexLowRockford, IL2026-10-28
Quadcap Wealth Management, LLC
91,038$10.7M1.0%ETFLowFrisco, TX2026-11-02
Bayshore Asset Management, LLC
90,200$10.8M3.8%ETFVery LowCoral Gables, FL2026-11-03
Towneley Capital Management, Inc / de
89,711$10.6M2.1%ETFVery LowLaguna Hills, CA2026-10-09
USAdvisors Wealth Management, LLC
88,730$10.4M12.0%ETFLowEden Prairie, MN2026-10-21
Prosperity Planning, Inc.
88,253$10.4M2.3%ETFVery LowNorth Kansas City, MO2026-10-09
Kestra Investment Management, LLC
88,058$10.4M0.2%ETFMediumAustin, TX2026-11-04
Ferguson Johnson Wealth Management Inc
87,068$10.3M7.4%ETFVery LowRockville, MD2026-11-05
Concord Wealth Partners
86,806$10.2M1.2%GrowthLowAbingdon, VA2026-11-02
Brookstone Capital Management
86,252$10.2M0.1%ETFMediumWheaton, IL2026-10-22
Concord Asset Management, LLC
84,790$10.0M1.5%GrowthLowAbingdon, VA2026-11-02
Strategic Blueprint, LLC
83,718$9.9M0.5%ETFLowAtlanta, GA2026-10-22
Sigma Planning Corp
82,904$9.8M0.3%GrowthMediumAnn Arbor, MI2026-10-23
Islay Capital Management, LLC
82,887$9.8M4.6%ETFMediumLubbock, TX2026-10-20
HUB Investment Partners, LLC
82,704$9.7M0.2%GrowthLowAustin, TX2026-11-03
JP Wealth Management, Inc.
82,062$9.7M6.1%ETFLowMt. Pleasant, SC2026-10-07
Wilkerson Advisory Group LLC
81,754$9.6M2.9%ETFMediumColumbia, MO2026-10-20
Elevate Wealth Advisory, Inc
81,729$9.6M5.0%ETFVery LowAthens, GA2026-10-29
Trace Wealth Advisors, LLC
81,339$9.6M7.1%ETFVery LowLos Angeles, CA2026-10-30
Liberty Capital Management, Inc.
81,022$9.5M1.6%CoreVery LowBirmingham, MI2026-11-02
Saxon Interests, Inc.
80,884$9.5M3.3%ETFMediumHouston, TX2026-10-26
Greenspring Advisors, LLC
79,108$9.3M0.4%ETFVery LowTowson, MD2026-11-05
Perigon Wealth Management, LLC
78,096$9.2M0.1%GrowthLowSan Francisco, CA2026-10-22
Global Strategic Investment Solutions, LLC
77,976$9.2M0.8%ETFLowScottsdale, AZ2026-10-16
Intergy Private Wealth, LLC
77,363$9.1M2.0%ETFVery LowColorado Springs, CO2026-10-16
Yardley Wealth Management LLC
75,555$8.9M3.9%ETFVery LowYardley, PA2026-10-23
Higgins & Schmidt Wealth Strategies LLC
75,021$8.8M3.6%ETFLowDenver, CO2026-10-26
Sylvest Advisors, LLC
74,658$8.8M3.9%ETFMediumDallas, TX2026-10-26
Rainey & Randall Wealth Advisors Inc.
74,600$8.8M1.3%ETFVery LowCelebration, FL2026-10-26
Diversified Portfolios, Inc.
74,079$8.7M0.6%ETFLowBloomfield Hills, MI2026-11-04
Greenup Street Wealth Management LLC
72,584$8.5M1.1%ETFMediumOverland Park, KS2026-10-28
Fidelity D & D Bancorp Inc
72,457$8.5M2.9%ETFVery LowScranton, PA2026-11-05
DWM Financial Group, Inc.
71,477$8.4M6.6%ETFN/APalatine, IL2026-10-28
Torren Management, LLC
70,251$8.3M4.1%ETFMediumSan Diego, CA2026-10-29
Truist Financial Corp
69,912$8.2M0.0%CoreLowCharlotte, NC2026-10-30
Echo Wealth Management, LLC
69,825$8.2M4.0%ETFLowPlymouth, MN2026-10-15
Midwest Heritage Bank, FSB
68,424$8.1M2.4%ETFVery LowWest Des Moines, IA2026-10-26
Pearl Planning LLC
67,672$8.0M3.3%ETFLowDexter, MI2026-10-13
Frontier Asset Management, LLC
67,513$8.0M1.5%ETFLowSheridan, WY2026-10-28
Golden Bell Financial Planning LLC
67,424$7.9M5.9%ETFVery LowAlpharetta, GA2026-11-02
BridgePort Financial Solutions, LLC
66,527$7.8M1.8%ETFLowFairfield, IA2026-11-02
White Pine Investment Co
66,346$7.8M4.9%ETFVery LowLivonia, MI2026-10-15
Clarus Group, Inc.
65,452$7.7M2.5%ETFLowHouston, TX2026-10-21
Relyea Zuckerberg Hanson LLC
65,414$7.7M0.6%ETFLowStamford, CT2026-10-20
Vise Technologies, Inc.
64,555$7.6M0.1%IndexLowNew York, NY2026-10-29
EnRich Financial Partners LLC
64,273$7.6M1.8%ETFVery LowMadison, WI2026-10-21
Bull Oak Capital, LLC
63,691$7.5M2.4%ETFVery LowRancho Santa Fe, CA2026-10-23
Wright Wealth LLC
62,483$7.4M4.2%ETFLowAtlanta, GA2026-10-29
Axxcess Wealth Management, LLC
61,945$7.3M0.3%CoreLowCarlsbad, CA2026-10-21
ERn Financial, LLC
61,062$7.2M1.2%ETFVery LowMiddleton, WI2026-10-28
Navigoe, LLC
60,859$7.2M3.9%ETFVery LowRedondo Beach, CA2026-11-04
Oppenheimer & Co Inc
60,408$7.1M0.1%CoreLowNew York, NY2026-10-26
First National Bank Sioux Falls
59,899$7.1M2.2%ETFVery LowSioux Falls, SD2026-10-13
Sensenig Capital Advisors, Inc
59,731$7.0M6.3%ETFLowCollegeville, PA2026-10-23
LexAurum Advisors, LLC
59,362$7.0M0.8%ETFLowOverland Park, KS2026-10-19
Platt Wealth Management LLC
59,147$7.0M8.6%GrowthVery LowSan Diego, CA2026-11-04
Accredited Investor Services, LLC
58,939$6.9M3.9%ETFVery LowSt. Cloud, MN2026-10-22
Davidson Kahn Capital Management, LLC
58,880$6.9M2.7%GrowthLowSherman Oaks, CA2026-10-26
Freestate Advisors LLC
58,702$6.9M5.3%ETFVery LowOverland Park, KS2026-10-09
Northland Capital Management LLC
58,638$6.9M3.2%ETFMediumVirginia, MN2026-10-15
Cooper Financial Group
58,534$6.9M0.5%GrowthMediumIrvine, CA2026-10-07
Kooman & Associates
58,239$6.9M1.8%ETFLowAltoona, PA2026-10-21
Verde Capital Management
58,196$6.9M1.2%ETFLowClarkston, MI2026-10-28
Southern Capital Services Inc
57,388$6.8M3.9%ETFMediumDaphne, AL2026-10-19
Arista Wealth Management, LLC
57,255$6.7M0.7%ETFMediumLas Vegas, NV2026-10-29
Capstone Wealth Management, LLC
57,067$6.7M3.1%ETFLowTuscaloosa, AL2026-11-02
Copper Harbor Investment Advisors, LLC
56,982$6.7M1.4%ETFN/AAppleton, WI2026-10-16
Westside Investment Management, Inc.
55,924$6.6M0.8%GrowthLowSanta Monica, CA2026-11-02
Sovran Advisors, LLC
55,120$6.8M0.5%ETFMediumSan Diego, CA2026-11-02
DeLarme Wealth Management, Inc.
54,388$6.4M3.6%ETFVery LowPalos Verdes Estates, CA2026-10-30
Seed Wealth Management, Inc.
53,515$6.3M4.0%ETFMediumEvanston, IL2026-10-20
Premier Path Wealth Partners, LLC
53,166$6.3M0.7%GrowthMediumMadison, NJ2026-10-16
Keybank National Association
53,029$6.2M0.0%CoreLowBrooklyn, OH2026-11-04
Fairway Financial, LLC
52,947$6.2M3.9%ETFMediumCasselberry, FL2026-10-20
First Horizon Corp
52,749$6.2M0.2%CoreLowMemphis, TN2026-10-26
Bison Wealth, LLC
52,514$6.3M0.5%GrowthMediumAtlanta, GA2026-10-13
Pacific Asset Management, LLC
51,980$6.1M3.0%ETFVery LowGig Harbor, WA2026-10-15
Bauman Advisory Group, LLC
51,742$6.1M3.0%ETFMediumLas Vegas, NV2026-10-29
Team Financial Group, LLC
49,889$5.9M2.3%ETFLowTemecula, CA2026-10-30
Provident Wealth Management, LLC
49,858$5.9M2.1%ETFVery LowBrentwood, TN2026-10-20
Code Waechter LLC
49,750$5.9M2.8%ETFLowTampa, FL2026-10-23
Andrews Advisory Associates, LLC
49,683$5.9M2.7%ETFLowHonolulu, HI2026-10-15
Bank of New Hampshire
48,949$5.8M1.2%CoreLowLaconia, NH2026-10-06
Evanson Financial, LLC
48,703$5.7M0.3%ETFN/AMclean, VA2026-10-23
Telos Capital Management, Inc.
48,072$5.7M0.5%CoreLowSan Diego, CA2026-11-02
Kane Co Wealth Management, Inc.
47,618$5.6M4.5%ETFVery LowJohnston, IA2026-11-04
Lantern Wealth Advisors, LLC
47,492$5.6M2.4%GrowthLowMelville, NY2026-10-22
Rubicon Advisors, GP
47,098$5.5M3.9%GrowthMediumRedding, CA2026-10-23
Friday Financial
46,854$5.6M1.1%ETFVery LowDubuque, IA2026-10-09
First Nebraska Trust Co
44,822$5.3M0.4%CoreVery LowLincoln, NE2026-10-30
Stone Summit Wealth LLC
44,749$5.3M1.4%ETFLowMiami, FL2026-10-14
Uptick Partners, LLC
44,683$5.3M0.7%ETFLowNacogdoches, TX2026-11-04
Larson Financial Group LLC
44,484$5.2M0.1%GrowthLowSt Louis, MO2026-11-05
Exchange Traded Concepts, LLC
43,994$5.2M0.0%GrowthMediumOklahoma City, OK2026-10-28
M Holdings Securities, Inc.
43,880$5.4K0.0%ETFHighPortland, OR2026-11-03
Intrua Financial, LLC
43,537$5.1M0.5%ETFMediumHouston, TX2026-10-28
Lauterbach Financial Advisors, LLC
43,159$5.1M2.2%ETFVery LowEl Paso, TX2026-10-21
Equita Financial Network, Inc.
42,749$5.0M1.4%ETFLowFort Washington, PA2026-10-19
Cherry Tree Wealth Management, LLC
42,460$5.0M0.9%ETFVery LowMinnetonka, MN2026-10-15
Mayfair Advisory Group, LLC
42,367$5.0M1.4%ETFLowBirmingham, AL2026-10-20
Flywheel Private Wealth LLC
42,302$5.0M2.5%ETFVery LowLos Altos, CA2026-11-02
Carter Financial Group, Inc.
41,707$4.9M2.5%GrowthLowBarrington, IL2026-10-21
Onyx Bridge Wealth Group LLC
41,145$4.8M0.4%ETFMediumTarrytown, NY2026-10-16
Aprio Wealth Management, LLC
40,730$4.8M0.2%ETFMediumAtlanta, GA2026-10-28
Fifth Third Securities, Inc.
40,647$4.8M0.2%ETFLowCincinnati, OH2026-10-21
Leading Edge Financial Planning LLC
40,558$4.8M1.0%ETFLowKnoxville, TN2026-10-23
SC&H Financial Advisors, Inc.
40,446$4.8M0.7%ETFVery LowHunt Valley, MD2026-10-14
Arbor Wealth Advisors LLC
40,169$4.7M2.9%ETFVery LowTroy, MI2026-10-09
Hoxton Planning & Management, LLC
40,030$4.7M1.2%ETFLowShepherdstown, WV2026-10-15
McCarley & Cook Financial Planners
39,768$4.7M3.6%ETFLowCincinnati, OH2026-10-21
Nkcfo LLC
39,450$4.6M2.8%GARPHighGeneva, IL2026-11-04
United Advisor Group, LLC
38,774$4.6M0.4%ETFLowCincinnati, OH2026-11-03
Sierra Ocean, LLC
38,342$4.5M2.8%ETFLowRipon, CA2026-11-03
Courier Capital LLC
38,258$4.5M0.2%ETFLowBuffalo, NY2026-10-19
Cadent Capital Advisors, LLC
37,680$4.4M1.0%ETFHighTulsa, OK2026-10-09
SAX Wealth Advisors, LLC
37,469$4.4M0.1%ETFVery LowParsippany, NJ2026-10-13
BFI Wealth Solutions, LLC
37,347$4.4M3.0%ETFLowDallas, TX2026-10-16
Ballast Financial Advisors LLC
37,293$4.4M4.1%ETFVery LowWest Chester, PA2026-10-26
Avant Financial Advisors LLC
36,997$4.4M2.7%ETFVery LowAustin, TX2026-11-02
Apollon Financial, LLC
36,813$4.3M0.5%ETFVery LowMount Pleasant, SC2026-10-23
Fiduciary Advisors, Inc.
36,491$4.3M2.9%ETFLowSt. Louis, MO2026-10-16
Ejmk Ventures LLC
36,114$4.3M1.8%GrowthMediumItasca, IL2026-10-21
Prairie Advisory, LLC
35,844$4.2M0.5%ETFN/ALeawood, KS2026-10-19
First American Bank
35,104$4.1M0.2%GrowthVery LowDundee, IL2026-10-27
Heritage Wealth Management, Inc.
35,017$4.1M1.0%CoreLowCincinnati, OH2026-10-28
Sentinel Pension Advisors, LLC
34,451$4.1M0.5%ETFLowWakefield, MA2026-11-02
Summit Investment Advisors, Inc.\KS
34,430$4.1M1.8%N/AN/ALeawood, KS2026-11-05
LAM Group, Inc.
34,265$4.0M2.0%ETFVery LowLake Oswego, OR2026-10-26
DBK Financial Counsel, LLC
34,113$4.0M3.2%ETFVery LowCuyahoga Falls, OH2026-10-13
Paragon Advisors, LLC
33,715$4.0M0.7%ETFHighCollege Station, TX2026-11-03
Redhawk Wealth Advisors, Inc.
33,269$3.9M0.4%ETFHighMinneapolis, MN2026-10-14
CoreCap Advisors, LLC
33,207$3.9M0.1%ETFMediumSouthfield, MI2026-10-08
True North Advisors, LLC
33,028$3.9M0.3%CoreMediumDallas, TX2026-10-22
Herold Advisors, Inc.
32,404$3.8M0.7%CoreLowNew York, NY2026-10-19
Broadway Wealth Solutions, Inc.
32,376$3.8M1.7%ETFVery LowSan Antonio, TX2026-10-21
Hudson Oak Wealth Advisory LLC
32,279$3.8M2.9%ETFVery LowHoboken, NJ2026-10-16
Conrad Siegel Investment Advisors, Inc.
32,238$3.8M0.6%ETFLowHarrisburg, PA2026-10-08
Centennial Wealth Advisory LLC
32,049$3.8M0.8%ETFLowTraverse City, MI2026-10-16
Fifth Third Wealth Advisors LLC
31,946$3.8M0.1%IndexVery LowCincinnati, OH2026-10-22
Optima Capital LLC
31,729$3.7M1.5%ETFHighPortland, OR2026-10-29
Emprise Bank
31,353$3.7M1.4%ETFVery LowWichita, KS2026-10-07
Holcombe Financial, Inc.
31,206$3.7M2.0%ETFLowAtlanta, GA2026-10-16
Bokf, NA
31,191$3.7M0.1%CoreLowTulsa, OK2026-10-27
Prudent Investor Advisors, LLC
31,174$3.7M2.9%ETFN/AFolsom, CA2026-10-22
Milestone Asset Management Group, LLC
31,040$3.7M1.7%ETFVery LowAvon, CT2026-10-20
Dynamic Advisor Solutions LLC
30,970$3.6M0.1%ETFLowPhoenix, AZ2026-10-13
Indivisible Partners
30,739$3.6M0.2%GrowthMediumClearwater, FL2026-10-26
Sculati Wealth Management, LLC
29,829$3.6M1.2%CoreLowBloomfield Hills, MI2026-10-19
Cap Partners, LLC
29,600$3.5M1.6%ETFLowFranklin, TN2026-10-19
XY Planning Network, Inc.
29,370$3.5M0.4%ETFLowBozeman, MT2026-10-14
Haven Private, LLC
28,858$3.4M1.3%ETFMediumOrlando, FL2026-10-27
Advisory Solutions Group, LLC
28,857$3.4M0.7%ETFN/APlymouth, MN2026-10-14
Modera Wealth Management, LLC
28,712$3.4M0.0%ETFVery LowWestwood, NJ2026-10-28
New England Private Wealth Advisors LLC
28,676$3.4M0.3%ETFVery LowWellesley, MA2026-10-19
StoneX Group Inc.
28,496$3.4M0.1%ETFMediumNew York, NY2026-11-03
Canvas Wealth Advisors, LLC
28,328$3.5M0.5%GrowthLowShawnee, KS2026-11-02
MFG Investments, LLC
27,648$3.3M3.5%ETFN/AMedford, NJ2026-10-30
Level Financial Advisors
27,452$3.2M0.7%ETFLowEast Amherst, NY2026-10-13
Wedbush Securities Inc
27,302$3.2M0.2%CoreLowPasadena, CA2026-10-22
Asset One Wealth Management LLC
27,117$3.2M0.3%GrowthLowBellevue, WA2026-11-02
Heritage Wealth Management, Inc.
26,819$3.2M1.1%ETFLowSan Diego, CA2026-10-27
Atala Financial Inc
26,768$3.2M1.8%CoreLowCalabasas, CA2026-10-22
Titleist Asset Management, LLC
26,720$3.1M0.2%ETFLowSan Antonio, TX2026-10-08
L.K. Benson & Company, P.C.
26,697$3.1M0.9%YieldVery LowTimonium, MD2026-10-23
Etesian Wealth Advisors, Inc.
26,526$3.1M0.9%ETFLowWest Linn, OR2026-10-27
Gibraltar Capital Management, Inc.
26,518$3.1M0.5%CoreLowTulsa, OK2026-10-27
Versant Capital Management, Inc
26,144$3.1M0.3%GARPLowPhoenix, AZ2026-10-02
Meadow Creek Wealth Advisors LLC
26,024$3.1M1.8%CoreLowAtlanta, GA2026-11-02
Maia Wealth LLC
25,894$3.0M0.4%ETFMediumDenver, CO2026-10-19
Paragon Capital Management Ltd
25,591$3.0M0.6%CoreVery LowDenver, CO2026-10-09
JDH Wealth Management, LLC
25,367$3.0M1.8%ETFVery LowSanta Rosa, CA2026-10-20
Tranquility Partners, LLC
25,336$3.0M1.0%CoreLowBrentwood, TN2026-10-20
RDA Financial Network
25,082$3.0M0.6%GrowthMediumAkron, IA2026-10-15
IFS Advisors, LLC
24,679$2.9M0.9%ETFLowOverland Park, KS2026-10-14
Stegent Equity Advisors, Inc.
24,493$2.9M2.3%ETFHighHouston, TX2026-10-13
Clear Creek Financial Management, LLC
24,483$2.9M0.2%ETFMediumSilverdale, WA2026-10-28
Total Clarity Wealth Management, Inc.
24,416$2.9M0.6%ETFMediumSt. Charles, IL2026-10-26
Sheets Smith Wealth Management
24,226$2.9M0.3%CoreLowWinston-Salem, NC2026-10-16
RFG Advisory, LLC
23,710$2.8M0.0%ETFMediumBirmingham, AL2026-11-03
Aerodigm Wealth, LLC
23,304$2.7M0.9%ETFLowLake Oswego, OR2026-10-16
Refined Wealth Management
23,237$2.7M1.5%ETFMediumSalt Lake City, UT2026-10-13
First Community Trust NA
23,216$2.7M0.9%GrowthLowDubuque, IA2026-10-07
Abacus Planning Group, Inc.
23,017$2.7M0.3%ETFLowColumbia, SC2026-11-02
Kachkovsky & Fisher, Inc.
22,933$2.7M2.5%ETFN/ASan Diego, CA2026-10-21
Baker Tilly Wealth Management, LLC
22,907$2.7M0.5%GrowthLowMadison, WI2026-10-05
MW Advisory, LLC
22,689$2.7M1.1%CoreN/AAtlanta, GA2026-10-19
Moulton Wealth Management, Inc
22,667$2.7M1.8%ETFVery HighSpokane, WA2026-10-13
Signal Advisors Wealth, LLC
22,458$2.6M0.1%ETFLowDetroit, MI2026-10-13
Cyndeo Wealth Partners, LLC
22,191$2.6M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Centerpoint Advisory Group
21,695$2.6M1.6%ETFLowOverland Park, KS2026-10-23
Ceera Investments, LLC
21,441$2.5M1.0%CoreMediumBellaire, TX2026-11-02
Independent Financial Group, LLC
21,373$2.5M0.0%GrowthLowSan Diego, CA2026-10-13
Focus Financial Network, Inc.
21,176$2.5M0.1%ETFLowMinneapolis, MN2026-10-14
Squire Investment Management Company, LLC
21,140$2.5M0.6%ETFVery LowOrem, UT2026-11-03
Ironwood Financial, llc
20,811$2.5M0.4%ETFLowTucson, AZ2026-10-20
Vista Investment Partners LLC
20,807$2.5M0.6%MomentumMediumOklahoma City, OK2026-10-08
Legacy Capital Wealth Partners, LLC
20,468$2.4M0.5%CoreMediumLittle Rock, AR2026-10-21
KFG LLC
20,259$2.4M1.6%ETFN/ARapid City, SD2026-11-02
55 North Private Wealth, LLC
20,178$2.4M0.4%ETFLowWinter Park, FL2026-10-20
Asset Dedication, LLC
19,988$2.4M0.1%ETFLowSan Francisco, CA2026-11-03
Cogent Strategic Wealth LLC
19,582$2.3M2.2%ETFLowChicago, IL2026-10-22
Beaumont Asset Management, L.L.C.
19,571$2.3M0.8%ETFLowBeaumont, TX2026-10-16
Cornerstone Management, Inc.
19,355$2.3M0.3%ETFVery LowDuluth, GA2026-10-16
James T. Borello RIA
19,319$2.3M0.5%ETFVery LowEast Dundee, IL2026-10-16
Hardin Capital Partners, LLC
19,229$2.3M1.1%YieldVery LowGreenville, SC2026-10-09
Saxony Capital Management, LLC
18,990$2.2M0.9%ETFMediumSt. Louis, MO2026-10-15
Fortitude Family Office, LLC
18,915$2.2M0.4%ETFMediumScottsdale, AZ2026-10-14
Orba Wealth Advisors, L.L.C.
18,912$2.2M1.9%ETFMediumChicago, IL2026-10-23
Joseph P. Lucia & Associates, LLC
18,818$2.2M0.6%ETFVery LowYorktown Heights, NY2026-10-30
Flagship Harbor Advisors, LLC
18,781$2.2M0.1%ETFMediumBoston, MA2026-10-26
Factor Wealth Management LTD
18,671$2.2M0.3%ETFLowChicago, IL2026-10-08
CRA Financial Services, LLC
18,624$2.2M0.2%ETFVery LowNorthfield, NJ2026-10-16
Networth Advisors, LLC
18,547$2.2M1.3%ETFMediumCanonsburg, PA2026-11-03
Kingswood Wealth Advisors, LLC
18,301$2.2M0.1%GrowthLowSan Diego, CA2026-10-23
Cypress Point Wealth Management, LLC
18,266$2.2M0.2%ETFLowDallas, TX2026-11-03
Insight Wealth Partners, LLC
17,720$2.1M0.3%ETFLowPlano, TX2026-10-26
Armbruster Capital Management, Inc.
17,248$2.0M0.3%ETFVery LowPittsford, NY2026-10-19
Rockwood Wealth Management, LLC
17,148$2.0M0.1%ETFVery LowNew Hope, PA2026-10-27
Carolina Wealth Management Inc
17,106$2.0M0.9%ETFN/AGreenville, NC2026-10-29
CWA Asset Management Group, LLC
16,952$2.0M0.1%CoreMediumNaples, FL2026-10-19
Independence Bank of Kentucky
16,759$2.0M0.2%GrowthLowOwensboro, KY2026-10-26
Nixon Peabody Trust Co
16,614$2.0M0.1%GrowthLowBoston, MA2026-10-23
TrustWell Financial Advisors, LLC
16,585$2.0M1.7%ETFMediumJacksonville, FL2026-10-15
B. Riley Wealth Advisors, Inc.
16,331$1.9M0.1%GrowthLowMemphis, TN2026-10-13
Beacon Financial Group
16,261$1.9M0.2%ETFMediumDallas, TX2026-10-19
Approach Retirement Advisors, LLC
15,935$1.9M1.4%ETFLowVestavia, AL2026-10-22
TPG Advisors LLC
15,721$1.9M1.0%ETFVery LowNorthfield, IL2026-10-16
HBW Advisory Services LLC
15,429$1.8M0.2%ETFMediumSimi Valley, CA2026-10-15
Frankly Finances, LLC
15,289$1.8M1.4%ETFVery LowWinter Park, FL2026-10-28
Puff Wealth Management, LLC
15,179$1.8M1.7%ETFLowHaddonfield, NJ2026-10-07
Cornerstone Wealth Management, LLC
15,179$1.8M0.1%ETFVery LowSt. Peters, MO2026-11-04
Entrewealth, LLC
15,160$1.8M0.6%ETFLowAustin, TX2026-10-14
BigSur Wealth Management LLC
15,108$1.8M0.4%GrowthLowMiami, FL2026-10-13
National Wealth Management Group, LLC
14,899$1.8M0.5%ETFMediumCincinnati, OH2026-10-26
Wealth Enhancement Trust Services, Inc.
14,838$1.7M0.2%GrowthMediumSioux Falls, SD2026-10-07
Integris Wealth Management, LLC
14,777$1.7M0.3%ETFVery LowMonterey, CA2026-10-14
W.H. Cornerstone Investments Inc.
14,749$1.7M1.0%CoreLowKingston, MA2026-11-03
IFP Advisors, Inc
14,535$1.7M0.0%GrowthLowTampa, FL2026-10-16
Claro Advisors Inc.
14,512$1.7M0.2%CoreLowBoston, MA2026-11-02
RVW Wealth, LLC
14,438$1.7M0.1%ETFVery LowLos Angeles, CA2026-10-06
Clark Asset Management, LLC
14,199$1.7M0.1%ETFVery LowStratham, NH2026-10-19
Equity Wealth Partners, LLC
14,103$1.7M0.5%ETFVery LowIndependence, MO2026-10-26
GEM Asset Management, LLC
14,015$1.7M0.7%ETFLowPlymouth, MI2026-10-13
Victory Financial Group, LLC
14,006$1.6M0.2%ETFLowAustin, TX2026-10-27
Transcendent Capital Group LLC
13,874$1.6M0.7%ETFMediumEdmond, OK2026-10-28
Interchange Capital Partners, LLC
13,770$1.6M0.3%GrowthLowPittsburgh, PA2026-10-28
Guidance Capital, Inc
13,716$1.7M0.4%ETFMediumLousville, KY2026-11-03
Almanack Investment Partners, Llc.
13,610$1.6M0.2%ETFMediumNewtown Square, PA2026-11-03
KWB Wealth
13,535$1.6M0.1%ETFMediumRedlands, CA2026-10-16
Brighton Jones LLC
13,493$1.6M0.0%CoreVery LowSeattle, WA2026-11-03
CGC Financial Services, LLC
13,475$1.6M0.4%ETFLowLake Oswego, OR2026-10-13
Mattern Capital Management, LLC
13,438$1.6M0.2%CoreMediumLakewood, CO2026-11-02
Integrity Investment Advisors, LLC
13,305$1.6M0.6%ETFMediumFort Collins, CO2026-11-03
Kaufman Rossin Wealth, LLC
13,279$1.6M0.6%ETFLowMiami, FL2026-10-19
Forum Financial Management, LP
13,111$1.5M0.0%ETFLowLombard, IL2026-10-16
Value Investment Professionals, LLC
12,916$1.5M1.3%ETFHighNew York, NY2026-10-13
Lifetime Wealth Management P.C.
12,754$1.5M0.9%YieldLowRockwall, TX2026-10-29
Tortuga Wealth Management, Inc
12,730$1.5M1.1%CoreLowTorrance, CA2026-10-27
Meridian Wealth Management, LLC
12,686$1.5M0.0%GrowthLowLexington, KY2026-11-05
Atlas Brown,Inc.
12,649$1.5M0.4%GrowthLowLouisville, KY2026-10-09
Traphagen Investment Advisors LLC
12,516$1.5M0.1%ETFLowOradell, NJ2026-10-14
Capital Wealth Alliance, LLC
12,166$1.4M0.6%CoreLowScottsdale, AZ2026-10-20
Greenwood Capital Associates LLC
12,083$1.4M0.1%CoreMediumGreenwood, SC2026-10-27
Harbor Asset Planning, Inc.
12,074$1.4M1.1%ETFVery LowBelmont, MA2026-10-23
Robertson Stephens Wealth Management, LLC
12,031$1.4M0.0%ETFMediumSan Francisco, CA2026-10-16
Portside Wealth Group, LLC
12,020$1.4M0.2%CoreMediumProvo, UT2026-10-20
Gradient Capital Advisors, LLC
11,913$1.4M0.3%ETFLowSan Diego, CA2026-10-21
Prosperity Financial Group, Inc.
11,819$1.4M0.4%GrowthMediumSan Ramon, CA2026-10-29
Capital Investment Advisory Services, LLC
11,765$1.4M0.1%CoreMediumRaleigh, NC2026-10-30
Facet Wealth, Inc.
11,609$1.4M0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Middleton & Co Inc
11,051$1.3M0.1%GrowthLowBoston, MA2026-10-23
Financial Architects, LLC
11,035$1.3M0.7%ETFLowWoodstock, GA2026-10-13
Foundry Financial LLC
11,014$1.3M0.4%ETFMediumPasadena, CA2026-10-16
Signature Equity Partners, LLC
10,883$1.3M0.4%GrowthMediumColumbus, OH2026-10-29
Longview Financial Advisors, Inc.
10,766$1.3M0.7%ETFVery LowHuntsville, AL2026-10-09
Del-Sette Capital Management, LLC
10,735$1.3M0.7%YieldHighSchenectady, NY2026-10-23
San Luis Wealth Advisors LLC
10,671$1.3M0.2%CoreMediumSan Luis Obispo, CA2026-10-27
Jnba Financial Advisors
10,283$1.2M0.1%ETFMediumBloomington, MN2026-11-03
Independent Wealth Network Inc.
10,229$1.2M0.3%ETFMediumUrbandale, IA2026-10-19
Capital Investment Advisors, LLC
10,133$1.2M0.0%CoreLowAtlanta, GA2026-10-22
Partners Wealth Management, LLC
9,897$1.2M0.1%CoreLowCarmel By The Sea, CA2026-10-28
Clark Wealth Partners
9,652$1.1M0.6%ETFVery LowO'Fallon, IL2026-10-19
GC Wealth Management RIA, LLC
9,650$1.1M0.1%GrowthMediumCambridge, MA2026-11-02
marrick wealth, LLC
9,553$1.1M0.8%ETFVery LowIrvine, CA2026-10-20
MN Wealth Advisors, LLC
9,318$1.1M0.4%ETFMediumOverland Park, KS2026-10-23
West Wealth Group, LLC
9,312$1.1M0.2%ETFMediumIrvine, CA2026-10-14
Tenon Financial LLC
9,270$1.1M0.3%ETFVery LowMetuchen, NJ2026-10-14
Private Trust Co NA
9,242$1.1M0.1%CoreLowCleveland, OH2026-10-20
Strategic Advisors LLC
9,125$1.1M0.2%GrowthLowNew York, NY2026-10-13
Morey & Quinn Wealth Partners, LLC
8,626$1.0M0.7%CoreVery LowOmaha, NE2026-10-28
Annex Advisory Services, LLC
8,558$1.0M0.0%GrowthHighBrookfield, WI2026-10-16
Parallel Advisors, LLC
8,552$1.0M0.0%IndexLowSan Francisco, CA2026-11-03
Diversified Management Inc
8,542$1.0M0.2%CoreVery LowMilwaukee, WI2026-10-08
Merkkuri Wealth Advisors LLC
8,507$1.0M0.6%ETFMediumHicksville, NY2026-11-03
Wavvest Wealth LLC
8,482$998.9K0.8%ETFN/AChicago, IL2026-10-21
Klingman & Associates, LLC
8,353$983.8K0.0%ETFVery LowNew York, NY2026-10-20
Vista Investment Partners II, LLC
8,335$981.6K0.4%CoreMediumRichmond, IN2026-10-15
Kings Path Partners LLC
8,330$981.0K0.3%ETFVery LowSugar Land, TX2026-10-21
Directional Asset Management
8,224$968.5K0.8%CoreLowArlington Heights, IL2026-10-22
Redw Wealth LLC
8,197$965.3K0.4%ETFLowAlbuquerque, NM2026-11-02
First Financial Corp
8,084$952.1K0.3%CoreVery LowTerre Haute, IN2026-10-13
Verus Wealth Management, LLC
8,063$949.6K0.6%ETFLowDe Pere, WI2026-10-13
D.A. Davidson & Co.
7,987$940.6K0.0%CoreLowGreat Falls, MT2026-10-28
CogentBlue Wealth Advisors, LLC
7,982$940.0K0.9%ETFLowKnoxville, TN2026-10-09
Opal Wealth Advisors, LLC
7,801$918.7K0.2%ETFLowJericho, NY2026-10-16
Hazlett, Burt & Watson, Inc.
7,795$256.7K0.1%CoreVery LowWheeling, WV2026-11-04
Cypress Financial Planning LLC
7,759$913.7K0.2%ETFLowHaddon Heights, NJ2026-10-09
Regions Financial Corp
7,741$911.7K0.0%CoreLowBirmingham, AL2026-11-05
Sherman Wealth Management LLC
7,664$902.5K0.6%ETFLowGaithersburg, MD2026-10-16
Cambridge Financial Group, LLC
7,660$955.7K0.3%ETFLowTucson, AZ2026-10-06
Crosspoint Financial, LLC
7,641$900.0K1.8%ValueMediumTustin, CA2026-11-03
ProCore Advisors, LLC
7,636$899.3K1.1%GARPLowNewport Beach, CA2026-10-14
Boyce & Associates Wealth Consulting, Inc.
7,617$897.0K0.5%ETFMediumCedar Park, TX2026-10-14
EverSource Wealth Advisors, LLC
7,593$894.2K0.0%CoreMediumBirmingham, AL2026-11-04
WealthPlan Investment Management, LLC
7,574$892.0K0.0%GrowthMediumOmaha, NE2026-10-15
Cornell Pochily Investment Advisors, Inc.
7,415$873.3K0.2%CoreLowIthaca, NY2026-10-19
Prospera Capital Management, LLC
7,390$870.3K0.2%ETFVery LowGilbert, AZ2026-10-19
Freedom Day Solutions, LLC
7,366$867.5K0.2%CoreLowHouston, TX2026-10-20
BIP Wealth, LLC
7,324$862.5K0.0%ETFMediumAtlanta, GA2026-10-22
Strategic Family Wealth Counselors, L.L.C.
7,311$861.0K0.2%ETFVery LowFairfield, NJ2026-10-29
Synergy Asset Management, LLC
7,196$847.5K0.1%GrowthHighVancouver, WA2026-11-05
Convergence Financial, LLC
7,169$844.2K0.1%ETFMediumColumbia, MO2026-10-27
RCS Financial Planning, LLC
7,138$840.6K0.5%ETFMediumAnnapolis, MD2026-10-14
Legacy Financial Group, Inc.
7,130$839.7K0.2%ETFLowTulsa, OK2026-10-21
Winnacle Wealth LLC
7,021$826.9K0.5%CoreMediumWaco, TX2026-10-15
Certior Financial Group, LLC
7,001$824.5K0.4%ETFMediumKing Of Prussia, PA2026-10-19
Belleair Asset Management, LLC
6,899$812.5K0.7%ETFVery LowBelleair Bluffs, FL2026-11-03
Powers Advisory Group, LLC
6,756$795.6K0.2%ETFVery LowHighland, IL2026-10-14
Integrated Capital Management, LLC
6,748$794.8K0.3%ETFLowBloomfield, MI2026-10-23
First Heartland Consultants, Inc.
6,640$782.0K0.1%ETFMediumLake St. Louis, MO2026-10-08
Oceanside Advisors LLC
6,476$762.7K0.5%ETFVery LowMount Pleasant, SC2026-11-03
R2 Capital Strategies, LLC
6,440$758.4K0.3%ETFN/ALincoln, NE2026-10-15
SFM, LLC d/b/a Sweeney Financial Advisors
6,318$744.1K0.4%ETFLowBedford, NH2026-10-14
Monetary Solutions, Ltd
6,256$736.7K0.6%ETFVery LowDayton, OH2026-10-22
Guyasuta Investment Advisors Inc
6,200$730.2K0.0%CoreVery LowPittsburgh, PA2026-10-15
ARK & TLK Investments, LLC
6,200$730.2K0.2%ETFLowOklahoma City, OK2026-10-20
Prospera Financial Services Inc
6,082$750.7K0.0%CoreMediumDallas, TX2026-11-04
Avidian Wealth Enterprises, LLC
6,058$713.4K0.0%ETFLowHouston, TX2026-10-08
D'Orazio & Associates, Inc.
5,998$706.3K0.1%ETFLowVienna, VA2026-11-04
RHL Group, LLC
5,979$704.2K0.5%ETFVery HighHolly, MI2026-11-04
Acorn Wealth Advisors, LLC
5,967$702.8K0.2%ETFLowGrand Blanc, MI2026-10-19
Triune Financial Partners, LLC
5,936$699.1K0.1%ETFVery LowOverland Park, KS2026-11-03
LongView Wealth Management
5,906$695.5K0.2%ETFLowAtlanta, GA2026-10-19
Foundation Wealth Management, Llc\pa
5,891$693.8K0.2%ETFLowMedia, PA2026-10-14
Benson Investment Management Company, Inc.
5,700$671.3K3.8%ETFN/ARoanoke, VA2026-10-13
Nova R Wealth, Inc.
5,656$666.2K0.2%ETFLowOverland Park, KS2026-10-26
Cardinal Point Capital Management ULC
5,610$660.7K0.0%ValueLowToronto, Australia2026-10-21
WealthSpring Partners, LLC
5,578$656.9K0.7%ETFLowLong Beach, CA2026-10-14
Master's Wealth Management Inc.
5,525$650.7K0.2%ETFMediumLancaster, PA2026-10-22
Beacon Financial Planning, Inc
5,403$636.4K0.2%ETFVery LowHyannis, MA2026-11-04
NWF Advisory Services Inc.
5,343$629.2K0.1%GARPLowLos Angeles, CA2026-10-19
Sowell Financial Services LLC
5,332$627.9K0.0%CoreLowNorth Little Rock, AR2026-10-23
Whitaker-Myers Wealth Managers, Ltd.
5,330$627.7K0.1%ETFMediumMansfield, OH2026-10-09
M Wealth Management, LLC
5,309$625.2K0.5%ETFVery LowSan Diego, CA2026-10-14
Selective Wealth Management, Inc.
5,308$639.3K0.1%ETFLowForest, VA2026-10-16
Alliance Wealth Advisors, LLC
5,308$625.1K0.1%ETFHighCenterville, UT2026-10-28
Marino, Stram & Associates LLC
5,281$621.9K0.1%ETFVery LowBraintree, MA2026-10-22
Balance Wealth Partners LLC
5,253$618.6K0.1%ETFMediumWorthington, OH2026-10-27
Macco Financial Group, Inc.
5,220$614.8K0.4%ETFHighGreen Bay, WI2026-11-05
Redwood Park Advisors LLC
5,071$597.2K0.4%ETFVery LowRedwood City, CA2026-11-02
Autumn Glory Partners, LLC
5,046$594.3K0.2%CoreMediumDallas, TX2026-10-26
CGN Advisors LLC
4,992$587.9K0.0%ETFLowManhattan, KS2026-10-21
Accurate Wealth Management, LLC
4,985$601.2K0.1%CoreMediumWesley Chapel, FL2026-10-20
Strategent Financial, LLC
4,978$586.3K0.3%ETFLowHarrisonburg, VA2026-10-30
Next Level Private LLC
4,946$582.5K0.1%CoreVery LowHarrison, NY2026-10-20
Koshinski Asset Management, Inc.
4,900$577.1K0.0%ETFLowDecatur, IL2026-10-29
Guardsman Private Capital Management, Inc.
4,884$575.2K0.4%ETFVery LowSarasota, FL2026-10-19
JIM Saulnier & Associates, LLC
4,882$575.0K0.2%ETFLowFort Collins, CO2026-11-04
Cushing Capital Partners, LLC
4,836$569.5K0.3%ETFLowDelafield, WI2026-10-20
Signature Resources Capital Management, LLC
4,762$560.8K0.2%ETFLowNewport Beach, CA2026-10-16
Financial Symmetry Inc
4,694$552.8K0.2%ETFVery LowRaleigh, NC2026-10-06
Cypress Wealth Services, LLC
4,653$560.6K0.1%ETFLowPalm Desert, CA2026-10-21
Lodestone Wealth Management LLC
4,615$543.5K0.2%CoreLowSpokane, WA2026-10-14
Accredited Investors Inc.
4,599$541.6K0.0%ETFLowEdina, MN2026-11-03
Valeo Financial Advisors, LLC
4,599$541.7K0.0%ETFLowCarmel, IN2026-10-08
Heritage Investment Group, Inc.
4,562$537.3K0.1%ETFVery LowPompano Beach, FL2026-11-03
Signature Estate & Investment Advisors LLC
4,561$537.1K0.0%ETFMediumLos Angeles, CA2026-10-13
Lido Advisors, LLC
4,496$529.6K0.0%GrowthLowLos Angeles, CA2026-11-04
Bestgate Wealth Advisors, LLC
4,478$527.4K0.3%ETFLowFrederick, MD2026-10-13
Stevens Capital Partners
4,457$524.9K0.1%ETFVery LowOmaha, NE2026-10-29
Breakwater Capital Group
4,421$520.6K0.1%ETFLowParamus, NJ2026-10-09
Decker Retirement Planning Inc.
4,421$520.7K0.2%Agg GrowthVery HighLevi, UT2026-10-19
Pinnacle Bancorp, Inc.
4,378$515.6K0.1%CoreVery LowBeatrice, NE2026-10-21
BancFirst Trust & Investment Management
4,356$517.4K0.3%Deep ValueLowOklahoma City, OK2026-10-30
Well Done, LLC
4,323$509.1K0.1%ETFLowHolland, MI2026-10-20
Klaas Financial Asset Advisors, LLC
4,322$509.0K0.1%ETFVery LowLoves Park, IL2026-10-19
Parkside Financial Bank & Trust
4,306$507.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
UMB Private Wealth Management, LLC
4,264$502.2K0.5%GrowthN/AKansas City, MO2026-10-19
Root Financial Partners, LLC
4,154$489.2K0.0%ETFMediumEncinitas, CA2026-10-21
Andrews, Lucia Wealth Management LLC
4,149$488.6K0.3%ETFVery LowDanville, CA2026-11-02
SBI Securities Co., Ltd.
4,145$488.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Triad Wealth Partners, LLC
4,144$488.0K0.0%ETFMediumLawrence, KS2026-10-26
Jm2 Capital Inc.
4,136$487.1K0.3%GrowthVery LowEdmond, OK2026-10-14
Hohimer Wealth Management, LLC
4,074$479.8K0.0%CoreHighSeattle, WA2026-11-04
BAM Wealth Management, LLC
4,034$475.1K0.3%ETFHighLakewood, CO2026-10-15
GEN Financial Management, Inc.
4,014$472.7K0.3%ETFLowPlymouth, MN2026-10-13
Bannerman Wealth Management Group, LLC
4,001$471.2K0.3%ETFVery LowLewisville, TX2026-10-09
FCG Investment Co
3,974$468.0K0.2%GrowthHighGermantown, TN2026-10-13
Trellis Wealth Advisors LLC
3,942$464.3K0.2%ETFVery LowSan Luis Obispo, CA2026-10-19
PUREfi Wealth, LLC
3,938$463.8K0.2%GrowthMediumBoston, MA2026-10-19
Huntleigh Advisors, Inc.
3,892$458.4K0.1%GrowthMediumSt. Louis, MO2026-11-03
Santori & Peters, Inc.
3,890$458.1K0.1%GrowthVery LowCanonsburg, PA2026-10-26
Quantum Financial Partners LLC
3,884$457.4K0.2%ETFN/AOverland Park, KS2026-10-19
Rinkey Investments
3,864$455.1K0.1%ETFLowSan Diego, CA2026-10-28
Manchester Financial Inc
3,853$453.7K0.1%ETFMediumWestlake Village, CA2026-10-15
QTR Family Wealth, LLC
3,853$453.8K0.2%GrowthMediumLake Mary, FL2026-11-02
Flagstar Securities, Inc
3,845$452.8K0.1%ETFVery LowNew York, NY2026-10-15
J.M. Arbour, LLC
3,840$452.2K0.4%CoreHighGardiner, ME2026-11-05
Sensible Money, LLC
3,811$448.8K0.1%ETFVery LowScottsdale, AZ2026-10-20
Summit Financial Strategies, Inc.
3,794$446.8K0.0%ETFLowColumbus, OH2026-10-14
Walkner Condon Financial Advisors LLC
3,765$443.4K0.0%ETFLowVerona, WI2026-11-02
Mcdonald Partners LLC
3,739$440.3K0.1%CoreLowCleveland, OH2026-11-03
Integrity Advisory Solutions, LLC
3,689$434.6K0.0%ETFMediumDallas, TX2026-10-29
Narus Financial Partners, LLC
3,668$432.0K0.1%ValueLowSalt Lake City, UT2026-10-19
Stewardship Concepts Financial Services LLC
3,667$431.9K0.3%ETFLowSpokane, WA2026-10-06
Brickley Wealth Management
3,662$431.3K0.1%ETFVery LowSan Mateo, CA2026-11-04
Prosperity Advisers, LLC
3,529$415.6K0.3%ETFVery LowHorsham, PA2026-10-28
Advisory Resource Group
3,520$414.6K0.1%GARPMediumTulsa, OK2026-10-26
CWC Advisors, Llc.
3,506$412.9K0.2%GARPLowLake Oswego, OR2026-10-15
Prosperitas Financial LLC
3,468$408.4K0.1%GrowthLowValencia, CA2026-10-28
Madrid Wealth Management, LLC
3,466$408.2K0.3%ETFLowAlbuquerque, NM2026-10-23
Kelleher Financial Advisors
3,421$402.9K0.1%CoreMediumNew York, NY2026-10-30
Garde Capital, Inc.
3,374$397.4K0.0%ETFLowSeattle, WA2026-10-29
Stewardship Advisors, LLC
3,356$395.2K0.1%ETFMediumMount Joy, PA2026-10-20
Cora Capital Advisors LLC
3,303$389.0K0.1%ETFLowMarlton, NJ2026-11-02
One Way Holdings LLC
3,243$381.9K0.0%CoreMediumFlower Mound, TX2026-10-29
Baker Ellis Asset Management LLC
3,230$380.4K0.0%GARPVery LowVancouver, WA2026-10-14
Balboa Wealth Partners
3,214$378.6K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Flaharty Asset Management, LLC
3,196$383.6K2.1%ETFLowClearwater, FL2026-11-02
Newman Dignan & Sheerar, Inc.
3,172$373.6K0.1%ETFLowProvidence, RI2026-10-21
International Assets Investment Management, LLC
3,161$376.5K0.0%CoreVery HighOrlando, FL2026-11-02
Badgley Phelps Wealth Managers, LLC
3,081$362.9K0.0%GrowthVery LowSeattle, WA2026-10-22
Legacy Financial Strategies, LLC
3,076$362.3K0.1%ETFLowOverland Park, KS2026-10-15
rebel Financial LLC
3,067$361.2K0.1%N/AVery LowGroveport, OH2026-11-04
Cullen T Bankers, Inc.
3,023$356.0K0.0%GrowthLowSan Antonio, TX2026-10-28
Aureum Wealth Management, LLC
3,014$355.0K0.2%ETFLowNorth Palm Beach, FL2026-10-15
TD Waterhouse Canada Inc.
2,965$353.3K0.0%CoreLowToronto, Australia2026-10-16
Cassilly Financial Group LLC
2,948$347.2K0.2%ETFLowSeverna Park, MD2026-10-07
Dala Group, LLC
2,937$345.9K0.3%ETFMediumHoffman Estates, IL2026-10-29
Essex Bank
2,919$343.8K0.1%CoreLowEssex, CT2026-10-16
Matrix Trust Co
2,872$338.0K1.1%ETFLowDenver, CO2026-10-07
Coquina Private Wealth LLC
2,828$333.0K0.2%ETFVery LowPort Charlotte, FL2026-10-27
Gibbs Wealth Management
2,826$332.8K0.0%CoreLowAlpharetta, GA2026-10-22
Global Wealth Management, LLC
2,788$328.3K0.2%ETFLowKingston, NJ2026-10-15
Ethic Inc.
2,765$325.7K0.0%CoreLowNew York, NY2026-11-03
Global Trust Wealth Management LLC
2,750$323.9K0.2%ETFMediumWest Palm Beach, FL2026-10-14
Keystone Wealth Services, LLC
2,720$323.1K0.1%ETFHighPalm Desert, CA2026-11-03
Aspiriant, LLC
2,686$316.3K0.0%ETFVery LowLos Angeles, CA2026-10-16
LifeGoal Investments, LLC
2,662$313.5K0.1%ETFLowSaratoga Springs, NY2026-10-09
Gerber Kawasaki Wealth & Investment Management
2,636$310.5K0.0%ETFLowSanta Monica, CA2026-10-29
Americana Partners, LLC
2,587$304.6K0.0%CoreMediumHouston, TX2026-10-28
Robinswood Financial LLC
2,584$309.2K0.1%ETFVery LowKirkland, WA2026-10-20
Hurlow Wealth Management Group, Inc.
2,477$291.7K0.1%ETFVery LowBloomington, IN2026-10-29
Investment Research & Advisory Group, Inc.
2,474$291.3K0.1%GrowthVery LowAtlanta, GA2026-10-19
Base Wealth Management LLC
2,432$286.4K0.1%ETFMediumLakewood Ranch, FL2026-10-21
Family Legacy, Inc.
2,432$286.4K0.1%CoreVery LowGreenville, SC2026-10-13
Assetmark, Inc
2,393$281.8K0.0%ETFLowConcord, CA2026-10-21
Sharper & Granite LLC
2,387$263.7K0.1%ETFLowEl Segundo, CA2026-11-02
LJI Wealth Management, LLC
2,349$276.7K0.0%ETFLowIndianapolis, IN2026-10-28
Chapin Davis, Inc.
2,340$275.6K0.1%GrowthHighBaltimore, MD2026-10-09
Mainsail Asset Management, LLC
2,330$280.7K0.1%ETFMediumBirmingham, AL2026-10-14
John W. Brooker & Co., CPAs
2,328$274.2K0.3%ETFMediumOakland, CA2026-10-21
Whelan Financial
2,310$272.0K0.1%ETFLowFresno, CA2026-10-28
First Premier Bank
2,268$267.0K0.2%CoreVery LowSioux Falls, SD2026-10-13
Intelligent Financial Strategies
2,242$264.1K0.1%ETFVery LowExcelsior, MN2026-10-16
Capital Square, LLC
2,239$263.7K0.1%YieldMediumAthens, TN2026-10-19
Epiq Partners, LLC
2,148$252.9K0.1%YieldLowMinneapolis, MN2026-10-07
Latitude Advisors, LLC
2,092$246.4K0.1%ETFLowYorkville, IL2026-10-27
Split Rock Private Trading & Wealth Management, LLC
2,077$244.6K0.2%GrowthMediumCloquet, MN2026-10-15
Signaturefd, LLC
2,068$243.5K0.0%IndexLowAtlanta, GA2026-10-23
TMB Capital Partners, LLC
2,058$242.3K0.1%MomentumMediumLittle Rock, AR2026-10-20
Ballew Advisors, Inc
2,046$245.6K0.1%ETFLowJackson, MS2026-10-05
ADG Wealth Management Group, LLC
1,996$235.1K0.1%ETFVery LowMetairie, LA2026-10-23
Truefg, LLC
1,990$234.4K0.1%ETFVery LowCedar Park, TX2026-10-15
Grant Private Wealth Management Inc
1,963$231.2K0.1%GrowthMediumPleasanton, CA2026-10-19
Cannon Advisors, Inc.
1,939$233.9K0.1%GrowthHighCharlotte, NC2026-10-14
Lanark Financial, Inc.
1,915$225.5K0.0%CoreMediumBirmingham, AL2026-10-26
Oath Planning, LLC
1,909$224.9K0.1%ETFVery LowTulsa, OK2026-10-20
Novem Group
1,883$221.8K0.0%ETFMediumRochester, NY2026-10-19
Sapient Capital LLC
1,870$220.2K0.0%GrowthMediumIndianapolis, IN2026-10-08
Baxter Bros Inc
1,860$219.1K0.0%CoreLowRiverside, CT2026-11-04
Atlas Private Wealth Advisors
1,852$218.1K0.0%ETFLowRed Bank, NJ2026-10-23
Acropolis Investment Management, LLC
1,847$217.5K0.0%ETFLowSt. Louis, MO2026-10-08
SeaBridge Investment Advisors LLC
1,836$216.2K0.0%GrowthMediumSummit, NJ2026-11-02
Pinion Investment Advisors, LLC
1,825$215.0K0.0%ETFLowWichita, KS2026-11-04
Csenge Advisory Group
1,812$213.4K0.0%ETFMediumClearwater, FL2026-11-04
Rossby Financial, LCC
1,808$212.9K0.0%ETFMediumMelbourne, FL2026-11-05
Vann Equity Management LLC
1,803$212.3K0.1%GrowthMediumPlano, TX2026-10-08
Ferguson Wellman Capital Management, Inc
1,791$210.9K0.0%CoreLowPortland, OR2026-10-05
Financial Network Wealth Advisors LLC
1,771$208.6K0.2%ETFLowMurray, UT2026-10-28
Carlton Hofferkamp & Jenks Wealth Management, LLC
1,770$214.1K0.1%ETFLowThe Woodlands, TX2026-10-21
Fermata Advisors, LLC
1,761$207.3K0.0%ETFLowSonoma, CA2026-10-13
Trust Co of Vermont
1,757$206.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Tennessee Valley Asset Management Partners
1,720$202.6K0.0%ETFLowKnoxville, TN2026-11-03
Magnus Financial Group LLC
1,716$202.1K0.0%ETFLowNew York, NY2026-10-21
AdvisorNet Financial, Inc
1,681$200.3K0.0%ETFLowMinnetonka, MN2026-10-15
Adkins Seale Capital Management LLC
1,663$195.9K0.2%CoreVery LowShreveport, LA2026-10-27
Avion Wealth
1,523$179.0K0.2%ETFLowThe Woodlands, TX2026-11-04
Evolution Wealth Management Inc.
1,502$176.9K0.1%ETFMediumFort Myers, FL2026-10-28
Smallwood Wealth Investment Management, LLC
1,390$163.7K0.1%ETFVery LowRed Bank, NJ2026-10-30
Arlington Trust Co LLC
1,145$134.8K0.0%ETFMediumBirmingham, AL2026-10-20
Spire Wealth Management
1,113$131.1K0.0%GrowthMediumMclean, VA2026-10-30
Ashton Thomas Securities, LLC
1,093$128.7K0.0%ETFMediumRochester, NY2026-10-26
GGM Financial LLC
1,005$118.4K0.0%ETFMediumColumbus, OH2026-11-05
Harbor Investment Advisory, LLC
990$116.6K0.0%GrowthLowLutherville, MD2026-10-13
Nemes Rush Group LLC
891$105.0K0.0%CoreVery LowNovi, MI2026-11-04
Princeton Global Asset Management LLC
824$97.0K0.0%GrowthLowPrinceton, NJ2026-10-21
MidAtlantic Capital Management, Inc.
731$86.1K0.1%ETFVery LowRichmond, VA2026-11-05
Clayton Financial Group LLC
701$82.6K0.0%ETFLowSt. Louis, MO2026-10-13
Rosenberg Matthew Hamilton
667$78.6K0.0%ETFVery LowGrand Junction, CO2026-10-05
Provenance Wealth Advisors, LLC
666$78.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Ashton Thomas Private Wealth, LLC
655$77.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Atwood & Palmer Inc
610$71.8K0.0%CoreVery LowKansas City, MO2026-10-08
Brown, Lisle Ings, Inc.
609$71.7K0.0%CoreVery LowProvidence, RI2026-10-16
Buck Wealth Strategies, LLC
606$71.4K0.0%ValueMediumDenver, CO2026-10-28
Sfam, LLC
575$67.7K0.1%ETFVery LowElmhurst, IL2026-11-03
Silver Grove Financial Group, Inc.
568$66.9K0.0%CoreMediumOrchard Park, NY2026-11-05
Ares Financial Consulting, LLC
563$66.3K0.0%CoreLowCalabasas, CA2026-10-19
POM Investment Strategies, LLC
552$65.1K0.1%ETFVery HighRaleigh, NC2026-10-20
MeadowBrook Investment Advisors LLC
540$65.9K0.1%CoreLowLivonia, MI2026-10-29
NorthAvenue LLC
537$63.2K0.0%ETFVery LowColumbus, OH2026-10-29
CX Institutional
502$590.0%CoreMediumAuburn, IN2026-10-02
West Paces Advisors Inc.
496$58.4K0.0%ETFLowAtlanta, GA2026-10-13
Vision Financial Markets LLC
487$57.9K0.0%CoreLowStamford, CT2026-10-22
Kingdom Financial Group Llc.
472$55.6K0.0%ETFMediumPeoria, AZ2026-11-04
Mather Group, Llc.
467$55.0K0.0%ETFMediumChicago, IL2026-10-14
Burkett Financial Services, LLC
456$53.7K0.0%ETFLowRock Hill, SC2026-10-01
Valley National Advisers Inc
414$48.8K0.0%ETFLowBethlehem, PA2026-10-23
Country Trust Bank
399$47.0K0.0%GrowthLowBloomington, IL2026-10-30
Chapman Financial Group, LLC
398$46.9K0.0%CoreVery LowHonolulu, HI2026-10-26
Barnes Dennig Private Wealth Management LLC
381$44.9K0.0%CoreLowCincinnati, OH2026-10-30
Dhjj Financial Advisors, Ltd.
373$44.0K0.0%ETFVery LowNaperville, IL2026-10-23
Abound Wealth Management
369$43.4K0.0%ETFVery LowFranklin, TN2026-10-26
Blue Trust, Inc.
364$42.9K0.0%ETFLowBrentwood, TN2026-10-15
SJS Investment Consulting Inc.
334$39.3K0.0%ETFVery LowSylvania, OH2026-10-26
Wilmington Savings Fund Society, FSB
322$37.9K0.0%CoreLowWilmington, DE2026-10-23
GHP Investment Advisors, Inc.
312$36.8K0.0%CoreVery LowDenver, CO2026-10-15
Foresight Capital Management Advisors, Inc.
304$35.8K0.0%CoreMediumSaline, MI2026-10-27
Flagship Wealth Advisors, LLC
302$35.6K0.0%ETFLowWakefield, MA2026-11-03
Elevation Wealth Partners, LLC
301$35.5K0.0%ETFLowWalnut Creek, CA2026-10-07
Lloyd Advisory Services, Llc.
290$34.1K0.0%ETFVery HighSuwanee, GA2026-11-02
Your Advocates Ltd., LLP
254$29.9K0.0%ETFLowHouston, TX2026-11-03
Simplex Trading, LLC
253$29.8K0.0%CoreVery HighChicago, IL2026-11-04
Comprehensive Financial Planning, Inc.
242$28.5K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Pension & Wealth Management Advisors, Inc.
240$28.3K0.0%ETFLowWaltham, MA2026-10-16
JFS Wealth Advisors, LLC
228$26.9K0.0%ETFVery LowHermitage, PA2026-11-03
Morling Financial Advisors, LLC
222$26.1K0.0%ETFLowFremont, CA2026-10-28
Montgomery Financial Services LLC
218$25.7K0.0%ETFN/AOcean City, MD2026-11-03
Bernzott Capital Advisors
200$23.6K0.0%YieldMediumCamarillo, CA2026-10-29
Evermay Wealth Management LLC
174$20.5K0.0%ETFLowArlington, VA2026-11-05
RMG Wealth Management LLC
169$20.6K0.0%ETFVery HighPlatteville, WI2026-10-26
Allspring Global Investments Holdings, LLC
138$16.6K0.0%CoreMediumCharlotte, NC2026-11-04
Blue Bell Private Wealth Management, LLC
133$15.7K0.0%YieldVery LowBlue Bell, PA2026-10-29
Tounjian Advisory Partners, LLC
131$15.4K0.0%GrowthHighFort Myers, FL2026-11-04
Halbert Hargrove Global Advisors, LLC
127$15.0K0.0%ETFLowLong Beach, CA2026-10-16
StrongBox Wealth, LLC
124$14.6K0.0%GrowthLowLee'S Summit, MO2026-11-02
Key FInancial Inc
119$14.0K0.0%ETFLowWest Chester, PA2026-11-02
Gamma Investing LLC
105$12.4K0.0%IndexVery LowFoster City, CA2026-10-08
Farmers & Merchants Trust Co of Chambersburg PA
97$110.0%GARPLowChambersburg, PA2026-10-14
GK Wealth Management LLC
97$11.4K0.0%GARPVery HighReno, NV2026-10-09
Cape Investment Advisory, Inc.
97$11.4K0.0%ETFLowMcdonough, GA2026-10-13
Southern Michigan Bank & Trust
96$11.3K0.0%ETFLowColdwater, MI2026-10-19
Maseco LLP
93$11.0K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Mosley Wealth Management
90$10.8K0.0%ETFHighAnaheim, CA2026-10-16
Oakworth Capital, Inc.
88$10.4K0.0%ETFLowBirmingham, AL2026-10-26
1620 Investment Advisors, Inc.
85$10.0K0.0%ValueLowPlymouth, MA2026-11-04
Salomon & Ludwin, LLC
82$9.7K0.0%ETFVery LowRichmond, VA2026-10-29
Pioneer Family Office, LLC
67$7.9K0.0%ETFMediumNorth Miami Beach, FL2026-10-30
Thompson Investment Management, Inc.
63$7.4K0.0%ValueMediumMadison, WI2026-10-14
Archer Investment Corp
55$6.5K0.0%CoreMediumCarmel, IN2026-11-05
Vermillion Wealth Management, Inc.
54$6.4K0.0%ValueLowRosemount, MN2026-10-26
Nfsg Corp
50$5.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
First Pacific Financial
36$4.3K0.0%ETFLowVancouver, WA2026-10-14
IMG Wealth Management, Inc.
33$3.9K0.0%ETFMediumJacksonville, FL2026-10-27
Richardson Financial Services Inc.
21$2.5K0.0%GrowthMediumMedway, MA2026-10-30
Ascentis Independent Advisors
16$1.9K0.0%ETFLowDallas, TX2026-11-03
Davis Capital Management
11$1.3K0.0%CoreLowJacksonville, FL2026-10-08
Tradewinds Capital Management, LLC
10$1.2K0.0%ETFVery HighBellingham, WA2026-10-23
Spurstone Advisory Services, LLC
6$7150.0%CoreLowHigganum, CT2026-11-02
Hurley Capital, LLC
4$4710.0%GARPMediumNew York, NY2026-11-05
Quest 10 Wealth Builders, Inc.
2$2360.0%ETFLowFuquay-Varina, VA2026-11-02
Gen-Wealth Partners Inc
0$460.0%CoreLowZeeland, MI2026-11-04