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Avantis U.S. Equity ETF (AVUS)

CUSIP: 025072885 | NYSE | 851 institutional holders

Quarters

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

HB Wealth Management, LLC6,449,045
4.2% of portfolio›$826.1M
Oak Root LLC2,905,949
41.0% of portfolio›$372.2M
Maseco LLP2,405,761
8.4% of portfolio›$308.1M
Annex Advisory Services, LLC2,166,227
4.5% of portfolio›$277.5M
Prime Capital Investment Advisors, LLC1,731,605
2.2% of portfolio›$221.8M
Commonwealth Equity Services, LLC1,452,465
0.2% of portfolio›$186.0M
Great Point Wealth Advisors, LLC1,224,666
24.9% of portfolio›$156.9M
Modera Wealth Management, LLC1,103,061
1.5% of portfolio›$141.3M
Park Avenue Securities LLC1,003,702
2.2% of portfolio›$128.6M
Quantum Financial Advisors, LLC961,454
11.9% of portfolio›$123.2M
Traphagen Investment Advisors LLC936,821
8.2% of portfolio›$120.0M
Creative Planning933,319
0.1% of portfolio›$119.5M
RVW Wealth, LLC910,991
7.5% of portfolio›$116.7M
B&D White Capital Company, LLC760,638
9.5% of portfolio›$97.4M
Simplicity Wealth,LLC727,970
2.7% of portfolio›$93.2M
Caliber Wealth Management, LLC / KS663,556
8.3% of portfolio›$85.0M
SC&H Financial Advisors, Inc.652,755
11.6% of portfolio›$83.6M
Indivisible Partners638,660
3.7% of portfolio›$81.8M
Rockwood Wealth Management, LLC593,289
4.6% of portfolio›$76.0M
Gradient Investments LLC547,307
1.0% of portfolio›$70.1M
McGlone Suttner Wealth Management, Inc.532,568
7.9% of portfolio›$68.2M
Accredited Investor Services, LLC531,680
38.0% of portfolio›$68.1M
Plancorp, LLC527,351
1.5% of portfolio›$67.6M
Wealth Enhancement Advisory Services, LLC523,461
0.1% of portfolio›$67.5M
WMG Financial Advisors, LLC506,461
24.4% of portfolio›$64.9M
CPC Advisors, LLC500,646
8.7% of portfolio›$64.1M
Correct Capital Wealth Management485,775
10.6% of portfolio›$62.2M
Strategic Blueprint, LLC444,602
2.8% of portfolio›$56.9M
RED Lighthouse Investment Management, LLC436,326
16.6% of portfolio›$55.9M
Legacy Financial Group, Inc.427,847
12.4% of portfolio›$54.8M
AWM Capital, LLC413,589
3.7% of portfolio›$53.0M
Mattern Wealth Management LLC379,057
7.9% of portfolio›$48.6M
Hutchens & Kramer Investment Management Group, LLC373,217
14.3% of portfolio›$47.8M
Glenview Trust Co366,351
0.6% of portfolio›$46.9M
Retirement Financial Solutions, LLC362,974
11.0% of portfolio›$46.5M
Align Financial, LLC344,215
21.0% of portfolio›$44.1M
Continuum Wealth Advisors, LLC343,312
14.3% of portfolio›$44.0M
Signature Resources Capital Management, LLC340,817
18.5% of portfolio›$43.7M
Highland Financial Advisors, LLC327,000
8.9% of portfolio›$41.9M
Kestra Advisory Services, LLC309,595
0.1% of portfolio›$39.7M
Aspen Private Advisors, LLC269,281
34.2% of portfolio›$34.5M
Copper Harbor Investment Advisors, LLC267,443
7.0% of portfolio›$34.3M
Sensenig Capital Advisors, Inc266,361
30.7% of portfolio›$34.1M
Burton Enright Welch265,175
3.6% of portfolio›$34.0M
Chicago Partners Investment Group LLC242,320
0.6% of portfolio›$31.0M
Websterrogers Financial Advisors, LLC227,257
7.7% of portfolio›$29.1M
Arlington Financial Advisors, LLC222,150
3.6% of portfolio›$28.5M
Creative Financial Designs Inc218,268
1.3% of portfolio›$28.0M
ARQ Wealth Advisors, LLC210,302
3.2% of portfolio›$26.9M
Trellis Wealth Advisors LLC205,288
8.8% of portfolio›$26.3M
Torren Management, LLC199,125
12.7% of portfolio›$25.5M
LexAurum Advisors, LLC195,423
2.8% of portfolio›$25.0M
Anderson Hoagland & Co191,881
1.9% of portfolio›$24.7M
CoreCap Advisors, LLC187,105
0.7% of portfolio›$24.0M
Greenspring Advisors, LLC181,856
1.0% of portfolio›$23.3M
Apella Capital, LLC176,975
0.3% of portfolio›$23.0M
Freedom Financial Partners LLC168,997
7.1% of portfolio›$21.6M
Tanager Wealth Management LLP168,636
1.8% of portfolio›$21.6M
Acropolis Investment Management, LLC168,218
0.9% of portfolio›$21.5M
Trace Wealth Advisors, LLC160,384
15.3% of portfolio›$20.5M
Concurrent Investment Advisors, LLC152,858
0.1% of portfolio›$19.6M
Redw Wealth LLC152,301
7.1% of portfolio›$19.5M
Cornerstone Wealth Management, LLC146,271
0.8% of portfolio›$18.7M
SJS Investment Consulting Inc.144,098
1.9% of portfolio›$18.5M
Ehrlich Financial Group140,220
9.3% of portfolio›$18.0M
Holcombe Financial, Inc.139,290
9.9% of portfolio›$17.8M
Fonville Wealth Management LLC137,321
2.7% of portfolio›$17.6M
Madrid Wealth Management, LLC135,702
11.0% of portfolio›$17.4M
Kwmg, LLC135,427
1.3% of portfolio›$17.3M
Flagstone Financial Management133,452
3.8% of portfolio›$17.1M
Leo Wealth, LLC132,550
3.6% of portfolio›$17.0M
Axxcess Wealth Management, LLC132,523
0.7% of portfolio›$17.0M
Family Office Research LLC122,099
6.0% of portfolio›$15.6M
Heirloom Wealth Management121,396
2.0% of portfolio›$15.5M
Kestra Investment Management, LLC119,807
0.3% of portfolio›$15.3M
Owl Creek Wealth Partners LLC117,726
4.2% of portfolio›$15.1M
MCF Advisors LLC116,263
0.5% of portfolio›$14.9M
SAX Wealth Advisors, LLC115,259
0.4% of portfolio›$14.8M
My Personal CFO, LLC112,812
5.2% of portfolio›$14.5M
marrick wealth, LLC112,601
10.1% of portfolio›$14.4M
Meredith Wealth Planning111,204
3.6% of portfolio›$14.2M
Clarity Capital Advisors, LLC110,004
5.9% of portfolio›$14.1M
Wilkerson Advisory Group LLC108,215
4.1% of portfolio›$13.9M
Bull Oak Capital, LLC101,101
4.2% of portfolio›$12.9M
XY Planning Network, Inc.98,470
1.4% of portfolio›$12.6M
Wheels Up Wealth, Inc.97,788
10.6% of portfolio›$12.5M
Wedmont Private Capital97,159
0.3% of portfolio›$12.6M
HUB Investment Partners, LLC95,425
0.2% of portfolio›$12.2M
ARK & TLK Investments, LLC92,078
2.8% of portfolio›$11.8M
Integrity Investment Advisors, LLC89,682
4.5% of portfolio›$11.5M
Bayshore Asset Management, LLC87,463
4.0% of portfolio›$11.4M
Outbound Financial Inc87,056
7.1% of portfolio›$11.2M
Lantern Wealth Advisors, LLC85,827
4.7% of portfolio›$11.0M
Herold Advisors, Inc.84,596
2.1% of portfolio›$10.8M
Parkshore Wealth Management, Inc.83,992
2.7% of portfolio›$10.8M
VestGen Advisors, LLC82,436
0.3% of portfolio›$10.6M
Financial Symmetry Inc82,060
3.4% of portfolio›$10.5M
Equity Wealth Partners, LLC81,895
3.5% of portfolio›$10.5M
Farther Finance Advisors, LLC81,781
0.1% of portfolio›$10.5M
3 Factor Indexing, LLC76,456
8.1% of portfolio›$9.8M
Northwest Wealth Management, LLC75,429
1.2% of portfolio›$9.7M
Echo Wealth Management, LLC74,998
4.7% of portfolio›$9.6M
Schulz Wealth, Ltd.72,724
4.4% of portfolio›$9.3M
Versant Capital Management, Inc71,166
0.8% of portfolio›$9.1M
Vannoy Advisory Group, Inc.70,142
5.2% of portfolio›$9.0M
MN Wealth Advisors, LLC69,652
3.6% of portfolio›$8.9M
National Wealth Management Group, LLC67,559
2.5% of portfolio›$8.7M
Sage Rhino Capital LLC66,165
1.4% of portfolio›$8.5M
Buttonwood Financial Group, LLC64,643
4.3% of portfolio›$8.5M
Perigon Wealth Management, LLC64,334
0.1% of portfolio›$8.2M
KFG LLC63,506
5.4% of portfolio›$8.1M
Approach Retirement Advisors, LLC62,321
5.9% of portfolio›$8.0M
Symmetry Partners, LLC59,685
0.4% of portfolio›$7.6M
Visionary Horizons, LLC59,346
3.0% of portfolio›$7.6M
Prosperity Planning, Inc.57,950
1.6% of portfolio›$7.4M
Quarry Hill Advisors, LLC57,326
2.7% of portfolio›$7.3M
Cypress Point Wealth Management, LLC55,902
0.8% of portfolio›$7.2M
Ridgeline Wealth, LLC54,647
4.0% of portfolio›$7.1M
Morling Financial Advisors, LLC54,339
1.9% of portfolio›$7.0M
Lane Brothers & Co Inc52,889
6.8% of portfolio›$6.8M
SFG Wealth Management, Llc.50,896
2.3% of portfolio›$6.5M
Andrews, Lucia Wealth Management LLC50,045
3.5% of portfolio›$6.4M
S&A Financial Services, Inc.49,316
3.9% of portfolio›$6.3M
Elevation Capital Advisory, LLC48,965
2.5% of portfolio›$6.3M
AlphaCore Capital LLC48,727
0.1% of portfolio›$6.2M
Blvd Private Wealth, LLC45,537
4.3% of portfolio›$5.8M
Vicus Capital45,447
0.4% of portfolio›$5.8M
Riverchase Wealth Management, LLC42,526
2.6% of portfolio›$5.4M
Cambridge Investment Research Advisors, Inc.41,479
0.0% of portfolio›$5.3M
Bannerman Wealth Management Group, LLC41,265
3.0% of portfolio›$5.3M
Physician Wealth Solutions Inc.39,114
2.0% of portfolio›$5.0M
Elevation Wealth Partners, LLC38,679
1.4% of portfolio›$5.0M
True Wealth Design, LLC38,394
1.2% of portfolio›$4.9M
Prevail Innovative Wealth Advisors, LLC36,579
0.6% of portfolio›$4.8M
Revolve Wealth Partners, LLC34,245
0.5% of portfolio›$4.4M
Triune Financial Partners, LLC32,044
0.8% of portfolio›$4.1M
Clear Harbor Asset Management, LLC30,233
0.2% of portfolio›$3.9M
Western Reserve Capital Management, LLC29,786
2.7% of portfolio›$3.8M
Burk Holdings LLC29,081
1.3% of portfolio›$3.7M
Forum Financial Management, LP29,054
0.0% of portfolio›$3.7M
Ares Financial Consulting, LLC28,974
2.6% of portfolio›$3.7M
Canvas Wealth Advisors, LLC28,540
0.5% of portfolio›$3.7M
Bison Wealth, LLC28,393
0.3% of portfolio›$3.7M
Voisard Asset Management Group, Inc.27,474
0.7% of portfolio›$3.5M
Silverlake Wealth Management LLC27,403
0.7% of portfolio›$3.5M
J. Team Financial, Inc.26,871
3.0% of portfolio›$3.4M
R2 Capital Strategies, LLC26,066
1.4% of portfolio›$3.3M
Paladin Wealth, LLC25,409
1.8% of portfolio›$3.3M
RAM Investment Partners, LLC24,104
0.5% of portfolio›$3.1M
Invariant Investment Management24,062
1.8% of portfolio›$3.1M
Acorn Financial Advisory Services Inc23,050
0.4% of portfolio›$3.0M
Kane Co Wealth Management, Inc.22,057
2.3% of portfolio›$2.8M
Facet Wealth, Inc.21,629
0.0% of portfolio›$2.8M
Sunpointe, LLC20,397
0.8% of portfolio›$2.6M
Certified Advisory Corp20,044
0.2% of portfolio›$2.6M
Lauterbach Financial Advisors, LLC19,613
1.1% of portfolio›$2.5M
HBW Advisory Services LLC19,192
0.2% of portfolio›$2.5M
SwitchPoint Financial Planning, LLC18,802
1.3% of portfolio›$2.4M
Frankly Finances, LLC18,629
1.9% of portfolio›$2.4M
Solidarity Wealth, LLC18,519
0.4% of portfolio›$2.4M
Life Planning Partners, Inc18,368
1.9% of portfolio›$2.4M
Seed Wealth Management, Inc.18,030
1.5% of portfolio›$2.3M
Fifth Third Securities, Inc.17,863
0.1% of portfolio›$2.3M
Evanson Financial, LLC17,402
0.1% of portfolio›$2.2M
Beacon Financial Group17,352
0.2% of portfolio›$2.2M
CGN Advisors LLC17,316
0.2% of portfolio›$2.2M
Pacific Asset Management, LLC17,110
1.1% of portfolio›$2.2M
Abel Hall, LLC16,753
0.4% of portfolio›$2.1M
Hardin Capital Partners, LLC16,442
1.0% of portfolio›$2.1M
Truist Financial Corp16,123
0.0% of portfolio›$2.1M
LAM Group, Inc.15,450
1.0% of portfolio›$2.0M
Avant Financial Advisors LLC15,389
1.2% of portfolio›$2.0M
Pinnacle Financial Group, LLC / IL14,752
0.5% of portfolio›$1.9M
Private Wealth Management Group, LLC14,726
0.4% of portfolio›$1.9M
KWB Wealth14,580
0.2% of portfolio›$1.9M
Cooper S Advisors, LLC14,145
0.8% of portfolio›$1.8M
Waterfront Wealth Inc.13,972
0.3% of portfolio›$1.8M
Prospect Financial Group LLC13,812
1.5% of portfolio›$1.8M
Regatta Capital Group, LLC13,795
0.2% of portfolio›$1.8M
Wealth Management Partners, LLC13,663
0.4% of portfolio›$1.8M
Atala Financial Inc13,650
1.0% of portfolio›$1.7M
Capital Investment Advisory Services, LLC13,328
0.1% of portfolio›$1.7M
Keyes, Stange & Wooten Wealth Management, LLC13,216
0.8% of portfolio›$1.7M
M Wealth Management, LLC12,474
1.2% of portfolio›$1.6M
Diversify Advisory Services, LLC12,099
0.0% of portfolio›$1.6M
Diversify Wealth Management, LLC12,099
0.0% of portfolio›$1.6M
Dynamic Advisor Solutions LLC11,988
0.0% of portfolio›$1.5M
Porter White Investment Advisors, Inc.11,888
0.9% of portfolio›$1.5M
Porter White Investment Advisors, Inc.11,888
0.9% of portfolio›$1.5M
Parcion Private Wealth LLC11,602
0.1% of portfolio›$1.5M
AGH Wealth Advisors, LLC11,536
0.9% of portfolio›$1.5M
Collective Family Office LLC11,290
0.3% of portfolio›$1.4M
Robertson Stephens Wealth Management, LLC11,062
0.0% of portfolio›$1.4M
Keybank National Association11,023
0.0% of portfolio›$1.4M
Uptick Partners, LLC10,921
0.2% of portfolio›$1.4M
USAdvisors Wealth Management, LLC10,899
1.6% of portfolio›$1.4M
Accurate Wealth Management, LLC10,759
0.1% of portfolio›$1.4M
Heritage Wealth Management, Inc.10,484
0.5% of portfolio›$1.3M
Entrewealth, LLC10,265
0.5% of portfolio›$1.3M
Aprio Wealth Management, LLC9,823
0.1% of portfolio›$1.3M
Private Trust Co NA9,673
0.1% of portfolio›$1.2M
Aurelius Family Office LLC9,631
0.5% of portfolio›$1.2M
Freedom Day Solutions, LLC8,637
0.2% of portfolio›$1.1M
Trademark Financial Management, LLC8,488
0.4% of portfolio›$1.1M
North Capital, Inc.7,904
0.7% of portfolio›$1.0M
Diversified Portfolios, Inc.7,800
0.1% of portfolio›$999.1K
Factor Wealth Management LTD7,787
0.2% of portfolio›$997.4K
DBK Financial Counsel, LLC7,782
0.8% of portfolio›$996.8K
Wealth Management Nebraska7,404
0.1% of portfolio›$948.4K
Willow Creek Wealth Management Inc.7,091
0.1% of portfolio›$908.3K
BIP Wealth, LLC7,001
0.0% of portfolio›$896.8K
Monument Group Wealth Advisors, LLC6,918
0.4% of portfolio›$886.1K
Kachkovsky & Fisher, Inc.6,893
0.8% of portfolio›$882.9K
Avestar Capital, LLC6,661
0.1% of portfolio›$853.2K
Arista Wealth Management, LLC6,632
0.1% of portfolio›$849.5K
Tranquility Partners, LLC6,285
0.3% of portfolio›$806.8K
Brighton Jones LLC6,054
0.0% of portfolio›$775.5K
L.K. Benson & Company, P.C.5,719
0.2% of portfolio›$732.6K
Angeles Wealth Management, LLC5,505
0.0% of portfolio›$705.1K
CWA Asset Management Group, LLC5,458
0.0% of portfolio›$699.1K
Wealthcare Advisory Partners LLC5,348
0.0% of portfolio›$685.1K
Daymark Wealth Partners, LLC5,300
0.0% of portfolio›$678.9K
Vise Technologies, Inc.5,199
0.0% of portfolio›$665.9K
Yardley Wealth Management LLC5,123
0.3% of portfolio›$656.2K
Accredited Investors Inc.5,110
0.0% of portfolio›$654.5K
Acorn Wealth Advisors, LLC5,089
0.2% of portfolio›$651.8K
McMill Wealth Management5,031
0.1% of portfolio›$644.4K
Langley Wealth Management, LLC5,019
0.6% of portfolio›$642.9K
RCS Financial Planning, LLC5,019
0.3% of portfolio›$642.8K
Oceanside Advisors LLC5,001
0.4% of portfolio›$640.5K
Purus Wealth Management, LLC4,892
0.2% of portfolio›$626.6K
NorthCrest Asset Manangement, LLC4,826
0.0% of portfolio›$627.6K
Prosperity Advisers, LLC4,733
0.4% of portfolio›$606.3K
55 North Private Wealth, LLC4,706
0.1% of portfolio›$602.8K
Avidian Wealth Enterprises, LLC4,688
0.0% of portfolio›$600.5K
Root Financial Partners, LLC4,650
0.0% of portfolio›$595.6K
Foundry Financial LLC4,623
0.2% of portfolio›$592.2K
Wealth Enhancement Trust Services, Inc.4,563
0.1% of portfolio›$584.5K
OpenArc Corporate Advisory, LLC4,539
0.0% of portfolio›$581.4K
Saxony Capital Management, LLC4,500
0.2% of portfolio›$576.4K
Winebrenner Capital Management LLC4,487
0.4% of portfolio›$574.8K
Tortuga Wealth Management, Inc4,482
0.4% of portfolio›$575.7K
Aspiriant, LLC4,339
0.0% of portfolio›$555.8K
William Mack & Associates, Inc.4,176
0.2% of portfolio›$535.0K
Pioneer Wealth Management Group4,146
0.1% of portfolio›$531.1K
Kooman & Associates4,085
0.1% of portfolio›$523.2K
Prudent Investor Advisors, LLC3,975
0.4% of portfolio›$509.1K
Intelligence Driven Advisers, LLC3,954
0.1% of portfolio›$506.5K
Kestra Private Wealth Services, LLC3,705
0.0% of portfolio›$474.6K
Belleair Asset Management, LLC3,669
0.4% of portfolio›$470.0K
Midwest Heritage Bank, FSB3,621
0.1% of portfolio›$463.8K
MeadowBrook Investment Advisors LLC3,530
0.4% of portfolio›$454.6K
Belvedere Trading LLC3,528
0.0% of portfolio›$451.9K
Prairie Advisory, LLC3,520
0.1% of portfolio›$450.8K
IFP Advisors, Inc3,403
0.0% of portfolio›$435.9K
Austin Asset Management Co Inc3,304
0.1% of portfolio›$423.2K
RHL Group, LLC3,196
0.3% of portfolio›$409.4K
Mather Group, Llc.3,143
0.0% of portfolio›$402.6K
Apollon Wealth Management, LLC3,129
0.0% of portfolio›$400.8K
Smith & Howard Wealth Management, LLC3,066
0.1% of portfolio›$392.7K
International Assets Investment Management, LLC3,020
0.0% of portfolio›$388.7K
Insight Advisors, LLC/ PA3,010
0.1% of portfolio›$385.5K
Wespac Advisors SoCal, LLC2,992
0.1% of portfolio›$383.3K
Sylvest Advisors, LLC2,979
0.2% of portfolio›$381.6K
Magnus Financial Group LLC2,945
0.0% of portfolio›$377.2K
Cypress Wealth Services, LLC2,944
0.0% of portfolio›$384.9K
Chapman Financial Group, LLC2,880
0.2% of portfolio›$368.9K
Haven Private, LLC2,854
0.1% of portfolio›$365.6K
Verdence Capital Advisors LLC2,762
0.0% of portfolio›$353.8K
Prosperitas Financial LLC2,760
0.1% of portfolio›$353.5K
Avior Wealth Management, LLC2,718
0.0% of portfolio›$348.1K
Sowell Financial Services LLC2,710
0.0% of portfolio›$347.1K
Calamos Wealth Management LLC2,673
0.0% of portfolio›$342.4K
Atlas Private Wealth Advisors2,652
0.1% of portfolio›$339.7K
Moisand Fitzgerald Tamayo, LLC2,622
0.0% of portfolio›$335.9K
Choreo, LLC2,600
0.0% of portfolio›$333.0K
Well Done, LLC2,588
0.0% of portfolio›$331.5K
Capital Investment Advisors, LLC2,552
0.0% of portfolio›$326.9K
Financial Partners Group, Inc2,508
0.0% of portfolio›$321.3K
Ramsay, Stattman, Vela & Price, Inc.2,466
0.1% of portfolio›$315.9K
Prosperity Financial Group, Inc.2,446
0.1% of portfolio›$313.3K
Gerber Kawasaki Wealth & Investment Management2,419
0.0% of portfolio›$309.8K
Sprinkle Financial Consultants LLC2,362
0.1% of portfolio›$302.7K
Independent Wealth Network Inc.2,319
0.1% of portfolio›$297.1K
CRA Financial Services, LLC2,210
0.0% of portfolio›$283.1K
Brookstone Capital Management2,188
0.0% of portfolio›$280.3K
Clark Asset Management, LLC2,186
0.0% of portfolio›$280.0K
Elevate Wealth Advisory, Inc2,174
0.1% of portfolio›$278.5K
Landaas & Co2,142
0.0% of portfolio›$274.4K
GC Wealth Management RIA, LLC2,138
0.0% of portfolio›$273.9K
Abacus Wealth Partners, LLC2,134
0.0% of portfolio›$273.3K
Sunrise Financial Services, LLC2,128
0.2% of portfolio›$272.6K
Evolution Wealth Management Inc.1,997
0.1% of portfolio›$255.8K
Pinnacle Bancorp, Inc.1,983
0.1% of portfolio›$254.0K
GEM Asset Management, LLC1,971
0.1% of portfolio›$252.5K
Creative Capital Management Investments LLC1,955
0.1% of portfolio›$250.4K
LongView Wealth Management1,921
0.1% of portfolio›$246.0K
Legacy Financial Strategies, LLC1,911
0.0% of portfolio›$244.8K
Ballast Financial Advisors LLC1,829
0.2% of portfolio›$234.3K
SP Asset Management LLC1,815
0.0% of portfolio›$232.4K
Petersen Hastings Wealth Advisors Inc.1,813
0.0% of portfolio›$232.2K
Fiduciary Financial Group, LLC1,768
0.0% of portfolio›$226.5K
Granite Islands Private Wealth, LLC1,748
0.1% of portfolio›$223.9K
Salem Investment Counselors Inc1,736
0.0% of portfolio›$222.4K
Team Financial Group, LLC1,718
0.1% of portfolio›$220.1K
Allodium Investment Consultants, LLC1,650
0.1% of portfolio›$211.3K
Ferguson Wellman Capital Management, Inc1,649
0.0% of portfolio›$211.2K
TrustWell Financial Advisors, LLC1,638
0.2% of portfolio›$209.8K
Greenleaf Trust1,618
0.0% of portfolio›$207.3K
TFC Financial Management, Inc.1,166
0.0% of portfolio›$149.4K
Reap Financial Group, LLC1,130
0.0% of portfolio›$144.7K
Cherry Tree Wealth Management, LLC1,103
0.0% of portfolio›$141.3K
Parkside Financial Bank & Trust1,068
0.0% of portfolio›$136.8K
Fortitude Family Office, LLC1,000
0.0% of portfolio›$128.1K
Cullen T Bankers, Inc.929
0.0% of portfolio›$119.0K
Harbor Asset Planning, Inc.883
0.1% of portfolio›$113.0K
Asset Dedication, LLC859
0.0% of portfolio›$110.0K
Salomon & Ludwin, LLC829
0.0% of portfolio›$106.2K
Harbor Investment Advisory, LLC662
0.0% of portfolio›$84.8K
Assetmark, Inc591
0.0% of portfolio›$75.7K
Balance Wealth Partners LLC450
0.0% of portfolio›$57.7K
McCarley & Cook Financial Planners420
0.0% of portfolio›$53.8K
Gamma Investing LLC395
0.0% of portfolio›$50.6K
Monetary Solutions, Ltd345
0.0% of portfolio›$44.2K
Kings Path Partners LLC304
0.0% of portfolio›$38.9K
Nemes Rush Group LLC276
0.0% of portfolio›$35.4K
Spire Wealth Management269
0.0% of portfolio›$34.5K
Triumph Capital Management210
0.0% of portfolio›$26.9K
Atwood & Palmer Inc183
0.0% of portfolio›$23.4K
DeDora Capital, Inc.180
0.0% of portfolio›$23.1K
Hurley Capital, LLC153
0.0% of portfolio›$19.6K
GoalVest Advisory LLC148
0.0% of portfolio›$19.0K
Financial Network Wealth Advisors LLC136
0.0% of portfolio›$17.4K
Buck Wealth Strategies, LLC124
0.0% of portfolio›$15.8K
Lodestone Wealth Management LLC105
0.0% of portfolio›$13.4K
SBI Securities Co., Ltd.76
0.0% of portfolio›$9.7K
Evermay Wealth Management LLC67
0.0% of portfolio›$8.6K
Nova Financial LLC46
0.0% of portfolio›$5.9K
Key FInancial Inc33
0.0% of portfolio›$4.2K
Gleason Group, Inc.30
0.0% of portfolio›$3.9K
Central Pacific Bank - Trust Division23
0.0% of portfolio›$2.9K
Hazlett, Burt & Watson, Inc.8
0.0% of portfolio›$1
Citigroup Inc5
0.0% of portfolio›$640
Ashton Thomas Private Wealth, LLC1
0.0% of portfolio›$128
StyleTurnoverLocationFiled
HB Wealth Management, LLC
6,449,045$826.1M4.2%IndexVery LowAtlanta, GA2026-10-23
Oak Root LLC
2,905,949$372.2M41.0%ETFVery LowSanta Barbara, CA2026-10-09
Maseco LLP
2,405,761$308.1M8.4%ETFVery LowLondon, United Kingdom2026-10-27
Annex Advisory Services, LLC
2,166,227$277.5M4.5%GrowthHighBrookfield, WI2026-10-16
Prime Capital Investment Advisors, LLC
1,731,605$221.8M2.2%ETFLowOverland Park, KS2026-10-20
Commonwealth Equity Services, LLC
1,452,465$186.0M0.2%ETFLowWaltham, MA2026-11-02
Great Point Wealth Advisors, LLC
1,224,666$156.9M24.9%ETFVery LowBoston, MA2026-10-15
Modera Wealth Management, LLC
1,103,061$141.3M1.5%ETFVery LowWestwood, NJ2026-10-28
Park Avenue Securities LLC
1,003,702$128.6M2.2%ETFMediumNew York, NY2026-10-26
Quantum Financial Advisors, LLC
961,454$123.2M11.9%ETFLowSanta Monica, CA2026-11-03
Traphagen Investment Advisors LLC
936,821$120.0M8.2%ETFLowOradell, NJ2026-10-14
Creative Planning
933,319$119.5M0.1%IndexVery LowOverland Park, KS2026-11-02
RVW Wealth, LLC
910,991$116.7M7.5%ETFVery LowLos Angeles, CA2026-10-06
B&D White Capital Company, LLC
760,638$97.4M9.5%ETFHighLakeway, TX2026-11-02
Simplicity Wealth,LLC
727,970$93.2M2.7%ETFLowSummit, NJ2026-10-23
Caliber Wealth Management, LLC / KS
663,556$85.0M8.3%ETFLowOverland Park, KS2026-11-04
SC&H Financial Advisors, Inc.
652,755$83.6M11.6%ETFVery LowHunt Valley, MD2026-10-14
Indivisible Partners
638,660$81.8M3.7%GrowthMediumClearwater, FL2026-10-26
Rockwood Wealth Management, LLC
593,289$76.0M4.6%ETFVery LowNew Hope, PA2026-10-27
Gradient Investments LLC
547,307$70.1M1.0%CoreMediumArden Hills, MN2026-10-08
McGlone Suttner Wealth Management, Inc.
532,568$68.2M7.9%ETFVery LowAppleton, WI2026-10-13
Accredited Investor Services, LLC
531,680$68.1M38.0%ETFVery LowSt. Cloud, MN2026-10-22
Plancorp, LLC
527,351$67.6M1.5%ETFLowSaint Louis, MO2026-11-03
Wealth Enhancement Advisory Services, LLC
523,461$67.5M0.1%CoreLowPlymouth, MN2026-10-13
WMG Financial Advisors, LLC
506,461$64.9M24.4%ETFLowKnoxville, TN2026-10-28
CPC Advisors, LLC
500,646$64.1M8.7%ETFMediumAtlanta, GA2026-10-21
Correct Capital Wealth Management
485,775$62.2M10.6%ETFMediumClayton, MO2026-11-02
Strategic Blueprint, LLC
444,602$56.9M2.8%ETFLowAtlanta, GA2026-10-22
RED Lighthouse Investment Management, LLC
436,326$55.9M16.6%ETFVery LowHillsdale, NY2026-11-02
Legacy Financial Group, Inc.
427,847$54.8M12.4%ETFLowTulsa, OK2026-10-21
AWM Capital, LLC
413,589$53.0M3.7%ETFLowPhoenix, AZ2026-10-16
Mattern Wealth Management LLC
379,057$48.6M7.9%ETFVery LowLawrence, KS2026-11-04
Hutchens & Kramer Investment Management Group, LLC
373,217$47.8M14.3%ETFLowIndianapolis, IN2026-10-16
Glenview Trust Co
366,351$46.9M0.6%GrowthVery LowLouisville, KY2026-10-28
Retirement Financial Solutions, LLC
362,974$46.5M11.0%ETFMediumKnoxville, TN2026-10-20
Align Financial, LLC
344,215$44.1M21.0%ETFVery LowHermantown, MN2026-10-16
Continuum Wealth Advisors, LLC
343,312$44.0M14.3%ETFMediumSaratoga Springs, NY2026-10-20
Signature Resources Capital Management, LLC
340,817$43.7M18.5%ETFLowNewport Beach, CA2026-10-16
Highland Financial Advisors, LLC
327,000$41.9M8.9%ETFVery LowWayne, NJ2026-10-19
Kestra Advisory Services, LLC
309,595$39.7M0.1%CoreLowAustin, TX2026-11-02
Aspen Private Advisors, LLC
269,281$34.5M34.2%ETFN/ASioux Falls, SD2026-10-27
Copper Harbor Investment Advisors, LLC
267,443$34.3M7.0%ETFN/AAppleton, WI2026-10-16
Sensenig Capital Advisors, Inc
266,361$34.1M30.7%ETFLowCollegeville, PA2026-10-23
Burton Enright Welch
265,175$34.0M3.6%ETFVery LowWalnut Creek, CA2026-11-04
Chicago Partners Investment Group LLC
242,320$31.0M0.6%GARPLowChicago, IL2026-10-27
Websterrogers Financial Advisors, LLC
227,257$29.1M7.7%ETFVery LowFlorence, SC2026-11-02
Arlington Financial Advisors, LLC
222,150$28.5M3.6%ETFMediumSanta Barbara, CA2026-10-19
Creative Financial Designs Inc
218,268$28.0M1.3%ETFMediumKokomo, IN2026-11-04
ARQ Wealth Advisors, LLC
210,302$26.9M3.2%ETFLowScottsdale, AZ2026-10-29
Trellis Wealth Advisors LLC
205,288$26.3M8.8%ETFVery LowSan Luis Obispo, CA2026-10-19
Torren Management, LLC
199,125$25.5M12.7%ETFMediumSan Diego, CA2026-10-29
LexAurum Advisors, LLC
195,423$25.0M2.8%ETFLowOverland Park, KS2026-10-19
Anderson Hoagland & Co
191,881$24.7M1.9%ETFLowSt Louis, MO2026-10-23
CoreCap Advisors, LLC
187,105$24.0M0.7%ETFMediumSouthfield, MI2026-10-08
Greenspring Advisors, LLC
181,856$23.3M1.0%ETFVery LowTowson, MD2026-11-05
Apella Capital, LLC
176,975$23.0M0.3%ETFVery LowWest Hartford, CT2026-10-08
Freedom Financial Partners LLC
168,997$21.6M7.1%ETFLowOakdale, MN2026-10-19
Tanager Wealth Management LLP
168,636$21.6M1.8%ETFLowGoring On Thames, United Kingdom2026-10-19
Acropolis Investment Management, LLC
168,218$21.5M0.9%ETFLowSt. Louis, MO2026-10-08
Trace Wealth Advisors, LLC
160,384$20.5M15.3%ETFVery LowLos Angeles, CA2026-10-30
Concurrent Investment Advisors, LLC
152,858$19.6M0.1%GrowthMediumTampa, FL2026-10-16
Redw Wealth LLC
152,301$19.5M7.1%ETFLowAlbuquerque, NM2026-11-02
Cornerstone Wealth Management, LLC
146,271$18.7M0.8%ETFVery LowSt. Peters, MO2026-11-04
SJS Investment Consulting Inc.
144,098$18.5M1.9%ETFVery LowSylvania, OH2026-10-26
Ehrlich Financial Group
140,220$18.0M9.3%ETFHighLaguna Niguel, CA2026-10-20
Holcombe Financial, Inc.
139,290$17.8M9.9%ETFLowAtlanta, GA2026-10-16
Fonville Wealth Management LLC
137,321$17.6M2.7%ETFVery LowRichmond, VA2026-10-28
Madrid Wealth Management, LLC
135,702$17.4M11.0%ETFLowAlbuquerque, NM2026-10-23
Kwmg, LLC
135,427$17.3M1.3%ETFVery LowOverland Park, KS2026-10-07
Flagstone Financial Management
133,452$17.1M3.8%ETFVery LowLincoln, NE2026-11-05
Leo Wealth, LLC
132,550$17.0M3.6%CoreLowHurst, TX2026-10-26
Axxcess Wealth Management, LLC
132,523$17.0M0.7%CoreLowCarlsbad, CA2026-10-21
Family Office Research LLC
122,099$15.6M6.0%ETFLowBethesda, MD2026-10-14
Heirloom Wealth Management
121,396$15.5M2.0%GrowthMediumGreenwood Village, CO2026-10-14
Kestra Investment Management, LLC
119,807$15.3M0.3%ETFMediumAustin, TX2026-11-04
Owl Creek Wealth Partners LLC
117,726$15.1M4.2%IndexLowGreenwood Village, CO2026-10-20
MCF Advisors LLC
116,263$14.9M0.5%ETFLowLexington, KY2026-10-28
SAX Wealth Advisors, LLC
115,259$14.8M0.4%ETFVery LowParsippany, NJ2026-10-13
My Personal CFO, LLC
112,812$14.5M5.2%ETFHighVancouver, WA2026-10-14
marrick wealth, LLC
112,601$14.4M10.1%ETFVery LowIrvine, CA2026-10-20
Meredith Wealth Planning
111,204$14.2M3.6%ETFLowMaryville, IL2026-10-14
Clarity Capital Advisors, LLC
110,004$14.1M5.9%ETFVery LowLakewood Ranch, FL2026-10-27
Wilkerson Advisory Group LLC
108,215$13.9M4.1%ETFMediumColumbia, MO2026-10-20
Bull Oak Capital, LLC
101,101$12.9M4.2%ETFVery LowRancho Santa Fe, CA2026-10-23
XY Planning Network, Inc.
98,470$12.6M1.4%ETFLowBozeman, MT2026-10-14
Wheels Up Wealth, Inc.
97,788$12.5M10.6%ETFVery LowBenicia, CA2026-10-27
Wedmont Private Capital
97,159$12.6M0.3%IndexVery LowWest Chester, PA2026-10-09
HUB Investment Partners, LLC
95,425$12.2M0.2%GrowthLowAustin, TX2026-11-03
ARK & TLK Investments, LLC
92,078$11.8M2.8%ETFLowOklahoma City, OK2026-10-20
Integrity Investment Advisors, LLC
89,682$11.5M4.5%ETFMediumFort Collins, CO2026-11-03
Bayshore Asset Management, LLC
87,463$11.4M4.0%ETFVery LowCoral Gables, FL2026-11-03
Outbound Financial Inc
87,056$11.2M7.1%ETFLowBoulder, CO2026-10-13
Lantern Wealth Advisors, LLC
85,827$11.0M4.7%GrowthLowMelville, NY2026-10-22
Herold Advisors, Inc.
84,596$10.8M2.1%CoreLowNew York, NY2026-10-19
Parkshore Wealth Management, Inc.
83,992$10.8M2.7%ETFLowGranite Bay, CA2026-10-13
VestGen Advisors, LLC
82,436$10.6M0.3%GrowthMediumChicago, IL2026-10-27
Financial Symmetry Inc
82,060$10.5M3.4%ETFVery LowRaleigh, NC2026-10-06
Equity Wealth Partners, LLC
81,895$10.5M3.5%ETFVery LowIndependence, MO2026-10-26
Farther Finance Advisors, LLC
81,781$10.5M0.1%IndexLowSan Francisco, CA2026-10-08
3 Factor Indexing, LLC
76,456$9.8M8.1%ETFLowSacramento, CA2026-10-15
Northwest Wealth Management, LLC
75,429$9.7M1.2%ETFLowSpencer, IA2026-10-30
Echo Wealth Management, LLC
74,998$9.6M4.7%ETFLowPlymouth, MN2026-10-15
Schulz Wealth, Ltd.
72,724$9.3M4.4%ETFVery LowMansfield, TX2026-11-03
Versant Capital Management, Inc
71,166$9.1M0.8%GARPLowPhoenix, AZ2026-10-02
Vannoy Advisory Group, Inc.
70,142$9.0M5.2%ETFVery LowAustin, TX2026-10-13
MN Wealth Advisors, LLC
69,652$8.9M3.6%ETFMediumOverland Park, KS2026-10-23
National Wealth Management Group, LLC
67,559$8.7M2.5%ETFMediumCincinnati, OH2026-10-26
Sage Rhino Capital LLC
66,165$8.5M1.4%ETFLowMenlo Park, CA2026-10-28
Buttonwood Financial Group, LLC
64,643$8.5M4.3%ETFMediumKansas City, MO2026-10-16
Perigon Wealth Management, LLC
64,334$8.2M0.1%GrowthLowSan Francisco, CA2026-10-22
KFG LLC
63,506$8.1M5.4%ETFN/ARapid City, SD2026-11-02
Approach Retirement Advisors, LLC
62,321$8.0M5.9%ETFLowVestavia, AL2026-10-22
Symmetry Partners, LLC
59,685$7.6M0.4%ETFLowGlastonbury, CT2026-10-27
Visionary Horizons, LLC
59,346$7.6M3.0%ETFLowKnoxville, TN2026-10-22
Prosperity Planning, Inc.
57,950$7.4M1.6%ETFVery LowNorth Kansas City, MO2026-10-09
Quarry Hill Advisors, LLC
57,326$7.3M2.7%ETFVery LowSt Paul, MN2026-11-04
Cypress Point Wealth Management, LLC
55,902$7.2M0.8%ETFLowDallas, TX2026-11-03
Ridgeline Wealth, LLC
54,647$7.1M4.0%ETFVery LowMesa, AZ2026-10-14
Morling Financial Advisors, LLC
54,339$7.0M1.9%ETFLowFremont, CA2026-10-28
Lane Brothers & Co Inc
52,889$6.8M6.8%ETFLowPrescott, AZ2026-11-02
SFG Wealth Management, Llc.
50,896$6.5M2.3%ETFMediumTowson, MD2026-10-23
Andrews, Lucia Wealth Management LLC
50,045$6.4M3.5%ETFVery LowDanville, CA2026-11-02
S&A Financial Services, Inc.
49,316$6.3M3.9%ETFN/AOverland Park, KS2026-11-03
Elevation Capital Advisory, LLC
48,965$6.3M2.5%ETFVery HighBend, OR2026-10-29
AlphaCore Capital LLC
48,727$6.2M0.1%ETFLowLa Jolla, CA2026-11-04
Blvd Private Wealth, LLC
45,537$5.8M4.3%CoreMediumProspect, KY2026-10-14
Vicus Capital
45,447$5.8M0.4%ETFMediumState College, PA2026-11-05
Riverchase Wealth Management, LLC
42,526$5.4M2.6%ETFMediumFlower Mound, TX2026-10-28
Cambridge Investment Research Advisors, Inc.
41,479$5.3M0.0%ETFLowFairfield, IA2026-11-02
Bannerman Wealth Management Group, LLC
41,265$5.3M3.0%ETFVery LowLewisville, TX2026-10-09
Physician Wealth Solutions Inc.
39,114$5.0M2.0%ETFLowNorth Las Vegas, NV2026-10-14
Elevation Wealth Partners, LLC
38,679$5.0M1.4%ETFLowWalnut Creek, CA2026-10-07
True Wealth Design, LLC
38,394$4.9M1.2%ETFMediumAkron, OH2026-10-13
Prevail Innovative Wealth Advisors, LLC
36,579$4.8M0.6%CoreVery HighLeawood, KS2026-10-20
Revolve Wealth Partners, LLC
34,245$4.4M0.5%ETFVery LowHackensack, NJ2026-10-23
Triune Financial Partners, LLC
32,044$4.1M0.8%ETFVery LowOverland Park, KS2026-11-03
Clear Harbor Asset Management, LLC
30,233$3.9M0.2%CoreLowStamford, CT2026-11-05
Western Reserve Capital Management, LLC
29,786$3.8M2.7%ETFLowHudson, OH2026-10-14
Burk Holdings LLC
29,081$3.7M1.3%ETFVery LowTulsa, OK2026-11-05
Forum Financial Management, LP
29,054$3.7M0.0%ETFLowLombard, IL2026-10-16
Ares Financial Consulting, LLC
28,974$3.7M2.6%CoreLowCalabasas, CA2026-10-19
Canvas Wealth Advisors, LLC
28,540$3.7M0.5%GrowthLowShawnee, KS2026-11-02
Bison Wealth, LLC
28,393$3.7M0.3%GrowthMediumAtlanta, GA2026-10-13
Voisard Asset Management Group, Inc.
27,474$3.5M0.7%ETFLowGrand Rapids, MI2026-10-13
Silverlake Wealth Management LLC
27,403$3.5M0.7%ETFLowWilliston, VT2026-10-21
J. Team Financial, Inc.
26,871$3.4M3.0%CoreMediumAbilene, TX2026-11-03
R2 Capital Strategies, LLC
26,066$3.3M1.4%ETFN/ALincoln, NE2026-10-15
Paladin Wealth, LLC
25,409$3.3M1.8%CoreLowArden Hills, MN2026-10-23
RAM Investment Partners, LLC
24,104$3.1M0.5%ETFLowBellevue, WA2026-10-21
Invariant Investment Management
24,062$3.1M1.8%ETFLowCamp Hill, PA2026-10-08
Acorn Financial Advisory Services Inc
23,050$3.0M0.4%ETFMediumReston, VA2026-11-02
Kane Co Wealth Management, Inc.
22,057$2.8M2.3%ETFVery LowJohnston, IA2026-11-04
Facet Wealth, Inc.
21,629$2.8M0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Sunpointe, LLC
20,397$2.6M0.8%GrowthMediumSt. Louis, MO2026-10-22
Certified Advisory Corp
20,044$2.6M0.2%ETFLowAltamonte Springs, FL2026-10-29
Lauterbach Financial Advisors, LLC
19,613$2.5M1.1%ETFVery LowEl Paso, TX2026-10-21
HBW Advisory Services LLC
19,192$2.5M0.2%ETFMediumSimi Valley, CA2026-10-15
SwitchPoint Financial Planning, LLC
18,802$2.4M1.3%ETFVery LowLehi, UT2026-11-02
Frankly Finances, LLC
18,629$2.4M1.9%ETFVery LowWinter Park, FL2026-10-28
Solidarity Wealth, LLC
18,519$2.4M0.4%CoreMediumLehi, UT2026-10-15
Life Planning Partners, Inc
18,368$2.4M1.9%ETFVery LowJacksonville, FL2026-10-28
Seed Wealth Management, Inc.
18,030$2.3M1.5%ETFMediumEvanston, IL2026-10-20
Fifth Third Securities, Inc.
17,863$2.3M0.1%ETFLowCincinnati, OH2026-10-21
Evanson Financial, LLC
17,402$2.2M0.1%ETFN/AMclean, VA2026-10-23
Beacon Financial Group
17,352$2.2M0.2%ETFMediumDallas, TX2026-10-19
CGN Advisors LLC
17,316$2.2M0.2%ETFLowManhattan, KS2026-10-21
Pacific Asset Management, LLC
17,110$2.2M1.1%ETFVery LowGig Harbor, WA2026-10-15
Abel Hall, LLC
16,753$2.1M0.4%CoreMediumBaton Rouge, LA2026-10-19
Hardin Capital Partners, LLC
16,442$2.1M1.0%YieldVery LowGreenville, SC2026-10-09
Truist Financial Corp
16,123$2.1M0.0%CoreLowCharlotte, NC2026-10-30
LAM Group, Inc.
15,450$2.0M1.0%ETFVery LowLake Oswego, OR2026-10-26
Avant Financial Advisors LLC
15,389$2.0M1.2%ETFVery LowAustin, TX2026-11-02
Pinnacle Financial Group, LLC / IL
14,752$1.9M0.5%ETFVery LowWestern Springs, IL2026-10-29
Private Wealth Management Group, LLC
14,726$1.9M0.4%ETFLowPrinceton, NJ2026-10-19
KWB Wealth
14,580$1.9M0.2%ETFMediumRedlands, CA2026-10-16
Cooper S Advisors, LLC
14,145$1.8M0.8%ETFLowVictor, NY2026-11-03
Waterfront Wealth Inc.
13,972$1.8M0.3%ValueLowOverland Park, KS2026-11-03
Prospect Financial Group LLC
13,812$1.8M1.5%ETFVery LowArlington, VA2026-11-05
Regatta Capital Group, LLC
13,795$1.8M0.2%ETFLowEl Segundo, CA2026-10-23
Wealth Management Partners, LLC
13,663$1.8M0.4%Agg GrowthLowTucson, AZ2026-10-21
Atala Financial Inc
13,650$1.7M1.0%CoreLowCalabasas, CA2026-10-22
Capital Investment Advisory Services, LLC
13,328$1.7M0.1%CoreMediumRaleigh, NC2026-10-30
Keyes, Stange & Wooten Wealth Management, LLC
13,216$1.7M0.8%ETFVery LowDaytona Beach, FL2026-11-03
M Wealth Management, LLC
12,474$1.6M1.2%ETFVery LowSan Diego, CA2026-10-14
Diversify Advisory Services, LLC
12,099$1.6M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
12,099$1.6M0.0%GrowthMediumSandy, UT2026-10-20
Dynamic Advisor Solutions LLC
11,988$1.5M0.0%ETFLowPhoenix, AZ2026-10-13
Porter White Investment Advisors, Inc.
11,888$1.5M0.9%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
11,888$1.5M0.9%ETFVery LowBirmingham, AL2026-10-14
Parcion Private Wealth LLC
11,602$1.5M0.1%CoreMediumBellevue, WA2026-10-28
AGH Wealth Advisors, LLC
11,536$1.5M0.9%GrowthLowWichita, KS2026-10-26
Collective Family Office LLC
11,290$1.4M0.3%ETFLowYork, PA2026-10-05
Robertson Stephens Wealth Management, LLC
11,062$1.4M0.0%ETFMediumSan Francisco, CA2026-10-16
Keybank National Association
11,023$1.4M0.0%CoreLowBrooklyn, OH2026-11-04
Uptick Partners, LLC
10,921$1.4M0.2%ETFLowNacogdoches, TX2026-11-04
USAdvisors Wealth Management, LLC
10,899$1.4M1.6%ETFLowEden Prairie, MN2026-10-21
Accurate Wealth Management, LLC
10,759$1.4M0.1%CoreMediumWesley Chapel, FL2026-10-20
Heritage Wealth Management, Inc.
10,484$1.3M0.5%ETFLowSan Diego, CA2026-10-27
Entrewealth, LLC
10,265$1.3M0.5%ETFLowAustin, TX2026-10-14
Aprio Wealth Management, LLC
9,823$1.3M0.1%ETFMediumAtlanta, GA2026-10-28
Private Trust Co NA
9,673$1.2M0.1%CoreLowCleveland, OH2026-10-20
Aurelius Family Office LLC
9,631$1.2M0.5%ETFVery LowBedford, NH2026-10-23
Freedom Day Solutions, LLC
8,637$1.1M0.2%CoreLowHouston, TX2026-10-20
Trademark Financial Management, LLC
8,488$1.1M0.4%ETFMediumBloomington, MN2026-10-23
North Capital, Inc.
7,904$1.0M0.7%ETFLowSalt Lake City, UT2026-10-16
Diversified Portfolios, Inc.
7,800$999.1K0.1%ETFLowBloomfield Hills, MI2026-11-04
Factor Wealth Management LTD
7,787$997.4K0.2%ETFLowChicago, IL2026-10-08
DBK Financial Counsel, LLC
7,782$996.8K0.8%ETFVery LowCuyahoga Falls, OH2026-10-13
Wealth Management Nebraska
7,404$948.4K0.1%ETFLowNorfolk, NE2026-10-26
Willow Creek Wealth Management Inc.
7,091$908.3K0.1%ETFVery LowSebastopol, CA2026-10-26
BIP Wealth, LLC
7,001$896.8K0.0%ETFMediumAtlanta, GA2026-10-22
Monument Group Wealth Advisors, LLC
6,918$886.1K0.4%ETFHighConcord, MA2026-10-21
Kachkovsky & Fisher, Inc.
6,893$882.9K0.8%ETFN/ASan Diego, CA2026-10-21
Avestar Capital, LLC
6,661$853.2K0.1%GrowthLowNew York, NY2026-10-28
Arista Wealth Management, LLC
6,632$849.5K0.1%ETFMediumLas Vegas, NV2026-10-29
Tranquility Partners, LLC
6,285$806.8K0.3%CoreLowBrentwood, TN2026-10-20
Brighton Jones LLC
6,054$775.5K0.0%CoreVery LowSeattle, WA2026-11-03
L.K. Benson & Company, P.C.
5,719$732.6K0.2%YieldVery LowTimonium, MD2026-10-23
Angeles Wealth Management, LLC
5,505$705.1K0.0%ETFLowSanta Monica, CA2026-10-26
CWA Asset Management Group, LLC
5,458$699.1K0.0%CoreMediumNaples, FL2026-10-19
Wealthcare Advisory Partners LLC
5,348$685.1K0.0%ETFLowWest Chester, PA2026-10-21
Daymark Wealth Partners, LLC
5,300$678.9K0.0%CoreLowCincinnati, OH2026-11-04
Vise Technologies, Inc.
5,199$665.9K0.0%IndexLowNew York, NY2026-10-29
Yardley Wealth Management LLC
5,123$656.2K0.3%ETFVery LowYardley, PA2026-10-23
Accredited Investors Inc.
5,110$654.5K0.0%ETFLowEdina, MN2026-11-03
Acorn Wealth Advisors, LLC
5,089$651.8K0.2%ETFLowGrand Blanc, MI2026-10-19
McMill Wealth Management
5,031$644.4K0.1%Deep ValueHighNorfolk, NE2026-11-05
Langley Wealth Management, LLC
5,019$642.9K0.6%CoreN/ACorinth, MS2026-11-04
RCS Financial Planning, LLC
5,019$642.8K0.3%ETFMediumAnnapolis, MD2026-10-14
Oceanside Advisors LLC
5,001$640.5K0.4%ETFVery LowMount Pleasant, SC2026-11-03
Purus Wealth Management, LLC
4,892$626.6K0.2%Agg GrowthVery LowNewport Beach, CA2026-10-15
NorthCrest Asset Manangement, LLC
4,826$627.6K0.0%GrowthLowPlymouth, MN2026-10-13
Prosperity Advisers, LLC
4,733$606.3K0.4%ETFVery LowHorsham, PA2026-10-28
55 North Private Wealth, LLC
4,706$602.8K0.1%ETFLowWinter Park, FL2026-10-20
Avidian Wealth Enterprises, LLC
4,688$600.5K0.0%ETFLowHouston, TX2026-10-08
Root Financial Partners, LLC
4,650$595.6K0.0%ETFMediumEncinitas, CA2026-10-21
Foundry Financial LLC
4,623$592.2K0.2%ETFMediumPasadena, CA2026-10-16
Wealth Enhancement Trust Services, Inc.
4,563$584.5K0.1%GrowthMediumSioux Falls, SD2026-10-07
OpenArc Corporate Advisory, LLC
4,539$581.4K0.0%GrowthLowAtlanta, GA2026-10-21
Saxony Capital Management, LLC
4,500$576.4K0.2%ETFMediumSt. Louis, MO2026-10-15
Winebrenner Capital Management LLC
4,487$574.8K0.4%ETFLowLouisville, KY2026-10-07
Tortuga Wealth Management, Inc
4,482$575.7K0.4%CoreLowTorrance, CA2026-10-27
Aspiriant, LLC
4,339$555.8K0.0%ETFVery LowLos Angeles, CA2026-10-16
William Mack & Associates, Inc.
4,176$535.0K0.2%ETFLowTroy, MI2026-10-27
Pioneer Wealth Management Group
4,146$531.1K0.1%ETFLowAustin, TX2026-10-09
Kooman & Associates
4,085$523.2K0.1%ETFLowAltoona, PA2026-10-21
Prudent Investor Advisors, LLC
3,975$509.1K0.4%ETFN/AFolsom, CA2026-10-22
Intelligence Driven Advisers, LLC
3,954$506.5K0.1%ETFLowCarlsbad, CA2026-10-09
Kestra Private Wealth Services, LLC
3,705$474.6K0.0%GrowthLowAustin, TX2026-10-30
Belleair Asset Management, LLC
3,669$470.0K0.4%ETFVery LowBelleair Bluffs, FL2026-11-03
Midwest Heritage Bank, FSB
3,621$463.8K0.1%ETFVery LowWest Des Moines, IA2026-10-26
MeadowBrook Investment Advisors LLC
3,530$454.6K0.4%CoreLowLivonia, MI2026-10-29
Belvedere Trading LLC
3,528$451.9K0.0%Agg GrowthVery HighChicago, IL2026-11-05
Prairie Advisory, LLC
3,520$450.8K0.1%ETFN/ALeawood, KS2026-10-19
IFP Advisors, Inc
3,403$435.9K0.0%GrowthLowTampa, FL2026-10-16
Austin Asset Management Co Inc
3,304$423.2K0.1%ETFVery LowAustin, TX2026-10-29
RHL Group, LLC
3,196$409.4K0.3%ETFVery HighHolly, MI2026-11-04
Mather Group, Llc.
3,143$402.6K0.0%ETFMediumChicago, IL2026-10-14
Apollon Wealth Management, LLC
3,129$400.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
Smith & Howard Wealth Management, LLC
3,066$392.7K0.1%ETFLowAtlanta, GA2026-10-27
International Assets Investment Management, LLC
3,020$388.7K0.0%CoreVery HighOrlando, FL2026-11-02
Insight Advisors, LLC/ PA
3,010$385.5K0.1%ETFMediumNewtown, PA2026-10-22
Wespac Advisors SoCal, LLC
2,992$383.3K0.1%GrowthMediumPasadena, CA2026-10-13
Sylvest Advisors, LLC
2,979$381.6K0.2%ETFMediumDallas, TX2026-10-26
Magnus Financial Group LLC
2,945$377.2K0.0%ETFLowNew York, NY2026-10-21
Cypress Wealth Services, LLC
2,944$384.9K0.0%ETFLowPalm Desert, CA2026-10-21
Chapman Financial Group, LLC
2,880$368.9K0.2%CoreVery LowHonolulu, HI2026-10-26
Haven Private, LLC
2,854$365.6K0.1%ETFMediumOrlando, FL2026-10-27
Verdence Capital Advisors LLC
2,762$353.8K0.0%CoreMediumHunt Valley, MD2026-10-26
Prosperitas Financial LLC
2,760$353.5K0.1%GrowthLowValencia, CA2026-10-28
Avior Wealth Management, LLC
2,718$348.1K0.0%ETFMediumOmaha, NE2026-10-13
Sowell Financial Services LLC
2,710$347.1K0.0%CoreLowNorth Little Rock, AR2026-10-23
Calamos Wealth Management LLC
2,673$342.4K0.0%GrowthMediumNaperville, IL2026-11-02
Atlas Private Wealth Advisors
2,652$339.7K0.1%ETFLowRed Bank, NJ2026-10-23
Moisand Fitzgerald Tamayo, LLC
2,622$335.9K0.0%ETFVery LowOrlando, FL2026-10-15
Choreo, LLC
2,600$333.0K0.0%IndexLowRockford, IL2026-10-28
Well Done, LLC
2,588$331.5K0.0%ETFLowHolland, MI2026-10-20
Capital Investment Advisors, LLC
2,552$326.9K0.0%CoreLowAtlanta, GA2026-10-22
Financial Partners Group, Inc
2,508$321.3K0.0%ETFLowOverland Park, KS2026-10-19
Ramsay, Stattman, Vela & Price, Inc.
2,466$315.9K0.1%GrowthVery LowColorado Springs, CO2026-10-19
Prosperity Financial Group, Inc.
2,446$313.3K0.1%GrowthMediumSan Ramon, CA2026-10-29
Gerber Kawasaki Wealth & Investment Management
2,419$309.8K0.0%ETFLowSanta Monica, CA2026-10-29
Sprinkle Financial Consultants LLC
2,362$302.7K0.1%ETFLowLittleton, CO2026-10-09
Independent Wealth Network Inc.
2,319$297.1K0.1%ETFMediumUrbandale, IA2026-10-19
CRA Financial Services, LLC
2,210$283.1K0.0%ETFVery LowNorthfield, NJ2026-10-16
Brookstone Capital Management
2,188$280.3K0.0%ETFMediumWheaton, IL2026-10-22
Clark Asset Management, LLC
2,186$280.0K0.0%ETFVery LowStratham, NH2026-10-19
Elevate Wealth Advisory, Inc
2,174$278.5K0.1%ETFVery LowAthens, GA2026-10-29
Landaas & Co
2,142$274.4K0.0%ETFVery LowMilwaukee, WI2026-10-29
GC Wealth Management RIA, LLC
2,138$273.9K0.0%GrowthMediumCambridge, MA2026-11-02
Abacus Wealth Partners, LLC
2,134$273.3K0.0%ETFLowSanta Monica, CA2026-11-03
Sunrise Financial Services, LLC
2,128$272.6K0.2%ETFMediumBurien, WA2026-10-21
Evolution Wealth Management Inc.
1,997$255.8K0.1%ETFMediumFort Myers, FL2026-10-28
Pinnacle Bancorp, Inc.
1,983$254.0K0.1%CoreVery LowBeatrice, NE2026-10-21
GEM Asset Management, LLC
1,971$252.5K0.1%ETFLowPlymouth, MI2026-10-13
Creative Capital Management Investments LLC
1,955$250.4K0.1%ETFLowSan Diego, CA2026-10-28
LongView Wealth Management
1,921$246.0K0.1%ETFLowAtlanta, GA2026-10-19
Legacy Financial Strategies, LLC
1,911$244.8K0.0%ETFLowOverland Park, KS2026-10-15
Ballast Financial Advisors LLC
1,829$234.3K0.2%ETFVery LowWest Chester, PA2026-10-26
SP Asset Management LLC
1,815$232.4K0.0%CoreVery LowCupertino, CA2026-11-05
Petersen Hastings Wealth Advisors Inc.
1,813$232.2K0.0%ETFLowKennewick, WA2026-10-27
Fiduciary Financial Group, LLC
1,768$226.5K0.0%ETFLowSan Rafael, CA2026-10-13
Granite Islands Private Wealth, LLC
1,748$223.9K0.1%GrowthLowGuilford, CT2026-10-16
Salem Investment Counselors Inc
1,736$222.4K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Team Financial Group, LLC
1,718$220.1K0.1%ETFLowTemecula, CA2026-10-30
Allodium Investment Consultants, LLC
1,650$211.3K0.1%ETFVery LowMinneapolis, MN2026-10-14
Ferguson Wellman Capital Management, Inc
1,649$211.2K0.0%CoreLowPortland, OR2026-10-05
TrustWell Financial Advisors, LLC
1,638$209.8K0.2%ETFMediumJacksonville, FL2026-10-15
Greenleaf Trust
1,618$207.3K0.0%CoreLowKalamazoo, MI2026-10-29
TFC Financial Management, Inc.
1,166$149.4K0.0%ETFVery LowBoston, MA2026-10-26
Reap Financial Group, LLC
1,130$144.7K0.0%ETFLowAustin, TX2026-11-02
Cherry Tree Wealth Management, LLC
1,103$141.3K0.0%ETFVery LowMinnetonka, MN2026-10-15
Parkside Financial Bank & Trust
1,068$136.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Fortitude Family Office, LLC
1,000$128.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Cullen T Bankers, Inc.
929$119.0K0.0%GrowthLowSan Antonio, TX2026-10-28
Harbor Asset Planning, Inc.
883$113.0K0.1%ETFVery LowBelmont, MA2026-10-23
Asset Dedication, LLC
859$110.0K0.0%ETFLowSan Francisco, CA2026-11-03
Salomon & Ludwin, LLC
829$106.2K0.0%ETFVery LowRichmond, VA2026-10-29
Harbor Investment Advisory, LLC
662$84.8K0.0%GrowthLowLutherville, MD2026-10-13
Assetmark, Inc
591$75.7K0.0%ETFLowConcord, CA2026-10-21
Balance Wealth Partners LLC
450$57.7K0.0%ETFMediumWorthington, OH2026-10-27
McCarley & Cook Financial Planners
420$53.8K0.0%ETFLowCincinnati, OH2026-10-21
Gamma Investing LLC
395$50.6K0.0%IndexVery LowFoster City, CA2026-10-08
Monetary Solutions, Ltd
345$44.2K0.0%ETFVery LowDayton, OH2026-10-22
Kings Path Partners LLC
304$38.9K0.0%ETFVery LowSugar Land, TX2026-10-21
Nemes Rush Group LLC
276$35.4K0.0%CoreVery LowNovi, MI2026-11-04
Spire Wealth Management
269$34.5K0.0%GrowthMediumMclean, VA2026-10-30
Triumph Capital Management
210$26.9K0.0%ETFMediumDenver, CO2026-10-14
Atwood & Palmer Inc
183$23.4K0.0%CoreVery LowKansas City, MO2026-10-08
DeDora Capital, Inc.
180$23.1K0.0%ETFVery LowNapa, CA2026-10-26
Hurley Capital, LLC
153$19.6K0.0%GARPMediumNew York, NY2026-11-05
GoalVest Advisory LLC
148$19.0K0.0%ETFMediumNew York, NY2026-10-02
Financial Network Wealth Advisors LLC
136$17.4K0.0%ETFLowMurray, UT2026-10-28
Buck Wealth Strategies, LLC
124$15.8K0.0%ValueMediumDenver, CO2026-10-28
Lodestone Wealth Management LLC
105$13.4K0.0%CoreLowSpokane, WA2026-10-14
SBI Securities Co., Ltd.
76$9.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Evermay Wealth Management LLC
67$8.6K0.0%ETFLowArlington, VA2026-11-05
Nova Financial LLC
46$5.9K0.0%N/AN/ATucson, AZ2026-11-04
Key FInancial Inc
33$4.2K0.0%ETFLowWest Chester, PA2026-11-02
Gleason Group, Inc.
30$3.9K0.0%ETFVery LowProspect, KY2026-10-15
Central Pacific Bank - Trust Division
23$2.9K0.0%CoreMediumHonolulu, HI2026-10-06
Hazlett, Burt & Watson, Inc.
8$10.0%CoreVery LowWheeling, WV2026-11-04
Citigroup Inc
5$6400.0%CoreMediumNew York, NY2026-11-04
Ashton Thomas Private Wealth, LLC
1$1280.0%CoreMediumScottsdale, AZ2026-11-03