Ishares Flex I A ETF-Usd Inc (BINC)

CUSIP: 092528603 | NYSE | 1121 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/ABlackRock Portfolio Management LLC	15,594,310	4.8%	−1,679,947	Sep 30, 2026	No 13F filer matched

13G/ABlackRock Portfolio Management LLC15,594,310

Institutional Holders — Q3 2026

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OpenArc Corporate Advisory, LLC3,439,710

2.0% of portfolio$174.7M

Sagespring Wealth Partners, LLC3,240,484

2.5% of portfolio$164.6M

Cliftonlarsonallen Wealth Advisors, LLC2,340,870

1.6% of portfolio$118.9M

MCF Advisors LLC1,823,698

3.3% of portfolio$92.6M

Commonwealth Equity Services, LLC1,517,154

0.1% of portfolio$77.1M

Kestra Investment Management, LLC1,440,338

1.4% of portfolio$73.2M

Heck Capital Advisors, LLC1,436,481

4.0% of portfolio$73.0M

Pacific Sage Partners, LLC1,368,102

9.0% of portfolio$69.5M

Americana Partners, LLC1,361,316

1.5% of portfolio$69.1M

Parallel Advisors, LLC1,001,207

0.7% of portfolio$50.9M

Advisor OS, LLC919,694

3.1% of portfolio$46.7M

HUB Investment Partners, LLC878,694

0.8% of portfolio$44.6M

Kestra Advisory Services, LLC789,521

0.1% of portfolio$40.1M

MGO One Seven LLC786,574

0.7% of portfolio$40.0M

Prime Capital Investment Advisors, LLC780,873

0.4% of portfolio$39.7M

Johnson Bixby & Associates, LLC758,798

4.2% of portfolio$38.5M

Park Avenue Securities LLC758,177

0.6% of portfolio$38.5M

Thrivent Financial for Lutherans725,590

0.1% of portfolio$36.7M

Truist Financial Corp682,586

0.0% of portfolio$34.7M

Evergreen Capital Management LLC667,928

0.6% of portfolio$33.9M

CGN Advisors LLC610,603

2.4% of portfolio$31.0M

55 North Private Wealth, LLC601,123

5.7% of portfolio$30.5M

Strong Tower Advisory Services585,808

5.2% of portfolio$29.8M

Concurrent Investment Advisors, LLC550,102

0.2% of portfolio$27.9M

Grantvest Financial Group LLC543,935

15.9% of portfolio$27.6M

Waterway Wealth Management, LLC496,330

4.8% of portfolio$25.2M

Vise Technologies, Inc.491,000

0.2% of portfolio$24.9M

Lineweaver Wealth Advisors, LLC484,320

2.9% of portfolio$24.6M

Bank of New York Mellon Corp475,341

0.0% of portfolio$24.1M

Vivid Wealth Management, LLC453,055

8.2% of portfolio$23.0M

Assetmark, Inc436,186

0.0% of portfolio$22.2M

Eclectic Associates Inc427,948

2.4% of portfolio$21.7M

Farther Finance Advisors, LLC404,435

0.1% of portfolio$20.5M

Northcape Wealth Management, LLC374,555

5.0% of portfolio$19.0M

Financial Management Network Inc367,595

2.7% of portfolio$18.6M

Cambridge Investment Research Advisors, Inc.353,173

0.1% of portfolio$17.9M

Kelly Financial Services LLC352,298

3.9% of portfolio$17.9M

Ascent Group, LLC301,061

0.5% of portfolio$15.3M

Woodmont Investment Counsel LLC289,825

0.8% of portfolio$14.7M

Asio Capital, LLC288,966

1.8% of portfolio$14.7M

Detalus Advisors, LLC272,865

2.7% of portfolio$13.9M

IFP Advisors, Inc270,796

0.2% of portfolio$13.8M

Alternative Investment Advisors, Llc.268,796

5.1% of portfolio$13.7M

Horizon Wealth Management, LLC268,730

1.7% of portfolio$13.6M

Breakwater Capital Group259,389

1.6% of portfolio$13.2M

Selby Wealth Management, LLC256,741

4.6% of portfolio$13.0M

Global Wealth Strategies & Associates249,469

2.3% of portfolio$12.7M

Centerline Wealth Advisors, LLC245,236

3.9% of portfolio$12.5M

Scissortail Wealth Management, LLC239,414

2.2% of portfolio$12.2M

Elevation Point Wealth Partners, LLC238,527

0.2% of portfolio$12.1M

Cape Investment Advisory, Inc.233,009

3.0% of portfolio$11.8M

Ullmann Wealth Partners Group, LLC227,689

1.0% of portfolio$11.6M

New Capital Management LP226,948

2.6% of portfolio$11.5M

HCR Wealth Advisors225,420

0.9% of portfolio$11.4M

SteelPeak Wealth, LLC221,836

0.3% of portfolio$11.3M

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors217,799

0.5% of portfolio$11.1M

Founders Grove Wealth Partners, LLC209,987

2.1% of portfolio$10.7M

RFG - Bristol Wealth Advisors, LLC209,717

2.5% of portfolio$10.7M

Jmac Enterprises LLC200,005

1.7% of portfolio$10.2M

Csenge Advisory Group194,072

0.4% of portfolio$9.9M

Royal Harbor Partners, LLC192,800

3.0% of portfolio$9.8M

Unique Wealth, LLC189,155

1.1% of portfolio$9.6M

Triad Wealth Partners, LLC188,730

0.5% of portfolio$9.6M

Brookstone Capital Management188,385

0.1% of portfolio$9.6M

Cornerstone Wealth Group, LLC181,819

0.5% of portfolio$9.2M

KWB Wealth181,320

0.8% of portfolio$9.2M

Pennsylvania Capital Management Inc180,985

2.2% of portfolio$9.2M

Sharkey, Howes & Javer178,001

1.1% of portfolio$9.0M

Refined Wealth Management164,168

4.7% of portfolio$8.3M

R2 Capital Strategies, LLC157,870

3.4% of portfolio$8.0M

Perigon Wealth Management, LLC157,731

0.1% of portfolio$8.0M

Asset Advisors Investment Management, LLC156,307

0.7% of portfolio$7.9M

McNaughton Wealth Management, LLC154,300

2.7% of portfolio$7.8M

Koshinski Asset Management, Inc.148,989

0.4% of portfolio$7.6M

WBH Advisory Inc148,534

0.5% of portfolio$7.5M

Axxcess Wealth Management, LLC146,773

0.3% of portfolio$7.5M

Marest Capital, LLC146,314

3.8% of portfolio$7.4M

Cedar Mountain Advisors, LLC145,469

1.3% of portfolio$7.4M

Rochester Wealth Strategies, LLC145,021

4.0% of portfolio$7.4M

Aspen Wealth Management LLC142,580

1.2% of portfolio$7.2M

Strategic Blueprint, LLC139,013

0.3% of portfolio$7.1M

Kestra Private Wealth Services, LLC136,063

0.1% of portfolio$6.9M

Joseph P. Lucia & Associates, LLC134,246

2.0% of portfolio$6.8M

Foundry Financial LLC134,235

2.1% of portfolio$6.8M

NTV Asset Management LLC134,094

0.6% of portfolio$6.8M

Apeiron RIA LLC131,180

1.5% of portfolio$6.6M

Beacon Financial Group131,074

0.6% of portfolio$6.7M

Central Pacific Bank - Trust Division130,162

0.7% of portfolio$6.6M

Bauman Advisory Group, LLC127,520

3.2% of portfolio$6.5M

Cyndeo Wealth Partners, LLC126,880

0.3% of portfolio$6.4M

Autumn Glory Partners, LLC125,182

1.8% of portfolio$6.4M

Emergent Wealth Advisors, LLC124,523

3.3% of portfolio$6.3M

Independent Solutions Wealth Management, LLC123,909

0.8% of portfolio$6.3M

Hurley Capital, LLC120,169

3.0% of portfolio$6.1M

Goldstein Advisors, LLC116,053

0.5% of portfolio$5.9M

Liberty Atlantic Advisors LLC115,809

3.7% of portfolio$5.9M

Tableaux LLC113,428

2.4% of portfolio$5.8M

Diversify Wealth Management, LLC113,416

0.1% of portfolio$5.7M

Diversify Advisory Services, LLC113,416

0.1% of portfolio$5.7M

Wealthcare Advisory Partners LLC112,550

0.1% of portfolio$5.7M

Milestone Asset Management, LLC112,417

0.9% of portfolio$5.7M

Embree Financial Group107,573

0.5% of portfolio$5.5M

Visionary Wealth Advisors103,803

0.2% of portfolio$5.3M

Focus Financial Network, Inc.103,672

0.2% of portfolio$5.3M

Lincoln Capital Corp103,490

1.7% of portfolio$5.3M

Foundry Financial Group, Inc.102,843

2.2% of portfolio$5.2M

Security Financial Services, Inc.102,402

0.7% of portfolio$5.2M

JB Capital LLC101,414

0.2% of portfolio$5.2M

PUREfi Wealth, LLC100,440

2.4% of portfolio$5.1M

Bedminster, LLC99,058

4.2% of portfolio$5.0M

TBH Global Asset Management, LLC98,043

0.9% of portfolio$4.9M

Cypress Capital Group95,880

0.4% of portfolio$4.9M

Oppenheimer & Co Inc93,057

0.0% of portfolio$4.7M

Wealth Enhancement Advisory Services, LLC87,329

0.0% of portfolio$4.4M

Advus Financial Partners, LLC84,099

1.2% of portfolio$4.3M

Plancorp, LLC82,590

0.1% of portfolio$4.2M

Sovran Advisors, LLC82,192

0.3% of portfolio$4.2M

Mengis Capital Management, Inc.81,387

0.6% of portfolio$4.1M

Financial Life Advisors80,199

1.2% of portfolio$4.1M

Lunt Capital Management, Inc.80,077

1.5% of portfolio$4.1M

Titleist Asset Management, LLC80,053

0.3% of portfolio$4.1M

15 Wealth Advisors LLC79,808

1.0% of portfolio$4.1M

Pettinga Financial Advisors LLC77,529

0.7% of portfolio$3.9M

Box Hill Private Wealth LLC76,127

2.8% of portfolio$3.9M

Atria Investments, Inc76,070

0.0% of portfolio$3.9M

Financial Solutions Advisory Group, Inc.75,956

0.5% of portfolio$3.9M

One Advisory Partners, LLC75,648

1.0% of portfolio$3.8M

FFG Retirement Advisors LLC74,365

2.0% of portfolio$3.8M

TSA Wealth Managment LLC73,907

1.1% of portfolio$3.8M

AFG Fiduciary Services Limited Partnership72,560

2.8% of portfolio$3.7M

BOS Asset Management, LLC71,192

0.8% of portfolio$3.6M

Midwest Capital Advisors, LLC71,098

1.3% of portfolio$3.6M

Castle Rock Wealth Management, LLC71,026

0.7% of portfolio$3.6M

Peak Wealth Management LLC70,538

2.4% of portfolio$3.6M

Shepherd Financial Partners LLC70,022

0.3% of portfolio$3.6M

Horst & Graben Wealth Management LLC69,378

0.5% of portfolio$3.5M

Beacon Financial Planning, Inc69,051

1.2% of portfolio$3.5M

Baker Tilly Wealth Management, LLC68,366

0.7% of portfolio$3.5M

DecisionMap Wealth Management, LLC67,758

1.9% of portfolio$3.4M

Sofi Wealth, LLC65,479

0.1% of portfolio$3.3M

Tennessee Valley Asset Management Partners65,283

0.4% of portfolio$3.3M

RMR Capital Management, LLC64,137

2.3% of portfolio$3.3M

Integrity Alliance, Llc.64,048

0.1% of portfolio$3.3M

Onyx Bridge Wealth Group LLC63,904

0.3% of portfolio$3.2M

Orba Wealth Advisors, L.L.C.63,654

2.8% of portfolio$3.2M

Williams Jones Wealth Management, Llc.61,381

0.0% of portfolio$3.1M

New England Private Wealth Advisors LLC60,591

0.3% of portfolio$3.1M

Elevated Financial Group LLC59,393

0.8% of portfolio$3.0M

ShoreHaven Wealth Partners, LLC57,953

0.9% of portfolio$2.9M

Ashton Thomas Private Wealth, LLC56,898

0.1% of portfolio$2.9M

Independent Financial Group, LLC56,447

0.1% of portfolio$2.9M

Wetzel Investment Advisors, Inc.56,061

1.0% of portfolio$2.8M

Ehrlich Financial Group55,627

1.5% of portfolio$2.8M

4J Wealth Management LLC54,769

1.3% of portfolio$2.8M

Alterna Wealth Management, Inc54,400

1.5% of portfolio$2.8M

Trek Financial, LLC54,310

0.1% of portfolio$2.8M

CFS Investment Advisory Services, LLC53,669

0.2% of portfolio$2.7M

Simplicity Wealth,LLC53,524

0.1% of portfolio$2.7M

Capital Advisors Wealth Management, LLC53,512

0.3% of portfolio$2.7M

Allen Capital Group, LLC53,146

0.2% of portfolio$2.7M

Apollon Wealth Management, LLC52,073

0.0% of portfolio$2.6M

Client 1ST Advisory Group, LLC51,838

0.7% of portfolio$2.6M

Kingswood Wealth Advisors, LLC51,163

0.1% of portfolio$2.6M

Sentinel Pension Advisors, LLC50,575

0.3% of portfolio$2.6M

Triad Investment Management50,339

3.4% of portfolio$2.6M

SWP Financial LLC49,548

1.2% of portfolio$2.5M

Ignite Planners, LLC48,958

0.3% of portfolio$2.5M

Watershed Private Wealth LLC48,695

0.7% of portfolio$2.5M

Visionary Horizons, LLC48,295

1.0% of portfolio$2.5M

FSA Investment Group, LLC48,199

0.8% of portfolio$2.4M

Claro Advisors Inc.47,443

0.2% of portfolio$2.4M

Meridian Wealth Management, LLC47,114

0.1% of portfolio$2.4M

Archer Investment Management, LLC46,714

0.7% of portfolio$2.4M

Grimes & Co Wealth Management, LLC46,287

0.1% of portfolio$2.4M

Merited Wealth, LLC46,253

1.6% of portfolio$2.3M

Princeton Global Asset Management LLC46,244

0.3% of portfolio$2.3M

MLG Wealth Management DBA Pine Grove Financial Group46,220

0.2% of portfolio$2.3M

Jeter Robert S II45,694

1.5% of portfolio$2.3M

Mayfair Advisory Group, LLC45,022

0.7% of portfolio$2.3M

Gilpin Wealth Management, LLC44,164

1.5% of portfolio$2.2M

Integrated Advisors Network LLC43,181

0.1% of portfolio$2.2M

Corrado Advisors, LLC42,303

1.1% of portfolio$2.1M

West Wealth Group, LLC41,952

0.3% of portfolio$2.1M

Davenport & Co LLC41,946

0.0% of portfolio$2.1M

LifeGoal Investments, LLC41,351

0.6% of portfolio$2.1M

Worth Financial Advisory Group, LLC41,309

0.9% of portfolio$2.1M

Creative Planning40,376

0.0% of portfolio$2.1M

Sherman Wealth Management LLC39,901

1.4% of portfolio$2.0M

Bluesphere Advisors LLC39,569

0.6% of portfolio$2.0M

Optivise Advisory Services LLC39,567

1.0% of portfolio$2.0M

G&S Capital LLC39,345

0.6% of portfolio$2.0M

Sanchez Gaunt Capital Management, LLC37,761

1.1% of portfolio$1.9M

Buttonwood Financial Group, LLC37,694

1.0% of portfolio$1.9M

Williams & Novak Wealth Management, LLC37,023

1.1% of portfolio$1.9M

Range Financial Group LLC36,617

0.5% of portfolio$1.9M

Narus Financial Partners, LLC36,367

0.5% of portfolio$1.8M

Kraft, Davis & Associates, LLC36,110

0.4% of portfolio$1.8M

SigFig Wealth Management, LLC35,648

0.0% of portfolio$1.8M

First Growth Capital LLC34,669

1.4% of portfolio$1.8M

Prospera Financial Services Inc34,616

0.0% of portfolio$1.8M

Redhawk Wealth Advisors, Inc.34,363

0.2% of portfolio$1.7M

Fusion Capital, LLC33,687

0.4% of portfolio$1.7M

Fairvoy Private Wealth, LLC33,075

0.3% of portfolio$1.7M

Able Wealth Management LLC32,529

0.4% of portfolio$1.6M

Avory & Company, LLC32,482

2.1% of portfolio$1.6M

Cypress Wealth Services, LLC32,305

0.2% of portfolio$1.6M

Sculati Wealth Management, LLC32,289

0.5% of portfolio$1.6M

Traveka Wealth, LLC31,945

0.5% of portfolio$1.6M

Whalen Wealth Management Inc.31,718

0.7% of portfolio$1.6M

Asset One Wealth Management LLC31,535

0.1% of portfolio$1.6M

Town Capital LLC31,047

1.0% of portfolio$1.6M

Lanark Financial, Inc.30,613

0.1% of portfolio$1.6M

Financial Planning Hawaii, Inc.30,594

0.8% of portfolio$1.6M

Creative Financial Designs Inc30,235

0.1% of portfolio$1.5M

Signature Wealth Management Partners, LLC29,812

0.6% of portfolio$1.5M

May Hill Capital, LLC29,795

0.3% of portfolio$1.5M

Blue Trust, Inc.29,121

0.0% of portfolio$1.5M

A4 Wealth Advisors LLC28,510

0.9% of portfolio$1.4M

Signature Resources Capital Management, LLC28,401

0.6% of portfolio$1.4M

MidAtlantic Capital Management, Inc.28,074

0.9% of portfolio$1.4M

Atlatl Advisers LLC27,684

0.3% of portfolio$1.4M

Sowell Financial Services LLC27,172

0.0% of portfolio$1.4M

Bay Harbor Wealth Management, LLC26,097

0.3% of portfolio$1.3M

Two West Capital Advisors LLC26,069

0.7% of portfolio$1.3M

Ascentis Independent Advisors25,947

0.1% of portfolio$1.3M

Unique Wealth Strategies, LLC25,890

0.5% of portfolio$1.4M

TrueMark Investments, LLC24,452

0.1% of portfolio$1.2M

Strategic Family Wealth Counselors, L.L.C.24,335

0.3% of portfolio$1.2M

Avantax Planning Partners, Inc.24,310

0.0% of portfolio$1.2M

RDA Financial Network23,936

0.3% of portfolio$1.2M

RFG Advisory, LLC23,770

0.0% of portfolio$1.2M

Triton Wealth Management, Pllc23,661

0.4% of portfolio$1.2M

Rossby Financial, LCC23,350

0.2% of portfolio$1.2M

Private Trust Co NA23,177

0.1% of portfolio$1.2M

Cassilly Financial Group LLC23,148

0.8% of portfolio$1.2M

Dudley Capital Management, LLC23,142

0.5% of portfolio$1.2M

Aventus Investment Advisors, Inc.22,971

0.9% of portfolio$1.2M

Citigroup Inc22,939

0.0% of portfolio$1.2M

B. Riley Wealth Advisors, Inc.22,442

0.0% of portfolio$1.1M

Silverlake Wealth Management LLC22,366

0.2% of portfolio$1.1M

Stone House Investment Management, LLC21,715

0.1% of portfolio$1.1M

Sigma Planning Corp21,513

0.0% of portfolio$1.1M

Avior Wealth Management, LLC20,106

0.0% of portfolio$1.0M

Beacon Financial Advisory LLC19,943

0.2% of portfolio$1.0M

Balboa Wealth Partners19,500

0.1% of portfolio$990.4K

Robertson Stephens Wealth Management, LLC19,197

0.0% of portfolio$975.0K

Beacon Capital Management, LLC19,112

0.1% of portfolio$970.7K

National Wealth Management Group, LLC19,090

0.3% of portfolio$969.6K

Balefire, LLC18,862

0.2% of portfolio$958.0K

VestGen Advisors, LLC18,782

0.0% of portfolio$953.9K

Mission Wealth Management, LP18,766

0.0% of portfolio$953.1K

Pinnacle Financial Group, LLC / IL18,597

0.2% of portfolio$944.5K

Cornerstone Planning Group LLC18,556

0.1% of portfolio$940.6K

Lionsbridge Wealth Management LLC18,529

1.1% of portfolio$941.1K

Braun-Bostich & Associates Inc.18,520

0.5% of portfolio$940.6K

Waterfront Wealth Inc.18,089

0.1% of portfolio$917.3K

MKT Advisors LLC18,021

0.3% of portfolio$912.8K

Raab & Moskowitz Asset Management LLC17,789

0.2% of portfolio$903.5K

Elevatus Welath Management16,752

0.2% of portfolio$850.8K

Reicon Wealth Advisors, LLC16,704

0.5% of portfolio$848.4K

Strategic Equity Management16,500

0.7% of portfolio$838.1K

Milestone Asset Management Group, LLC16,222

0.4% of portfolio$823.9K

Integrity Advisory Solutions, LLC15,973

0.1% of portfolio$811.3K

Cobblestone Asset Management LLC15,921

0.3% of portfolio$808.6K

Spire Wealth Management15,522

0.0% of portfolio$788.3K

Endowment Wealth Management, Inc.15,408

0.3% of portfolio$782.6K

CRA Financial Services, LLC15,286

0.1% of portfolio$776.4K

MSH Capital Advisors LLC15,260

0.1% of portfolio$775.0K

Freedom Financial Partners LLC15,096

0.3% of portfolio$766.7K

First Heartland Consultants, Inc.15,004

0.1% of portfolio$762.0K

Pullen Investment Management, LLC14,962

0.4% of portfolio$759.9K

Tempus Wealth Planning, LLC14,871

0.1% of portfolio$755.3K

Pinnacle Associates LTD14,864

0.0% of portfolio$755.0K

Relyea Zuckerberg Hanson LLC14,856

0.1% of portfolio$754.5K

Novem Group14,751

0.1% of portfolio$749.2K

Clear Creek Financial Management, LLC14,515

0.1% of portfolio$737.2K

SAX Wealth Advisors, LLC14,393

0.0% of portfolio$731.0K

Arwa LLC14,075

0.3% of portfolio$713.5K

Cassaday & Co Wealth Management LLC14,063

0.0% of portfolio$714.3K

Avantra Family Wealth, Inc.13,866

0.4% of portfolio$704.3K

Marino, Stram & Associates LLC13,612

0.1% of portfolio$691.3K

Tempo Wealth, LLC13,611

0.1% of portfolio$691.3K

Schear Investment Advisers, LLC13,611

0.1% of portfolio$691.3K

Financial Partners Group, Inc13,481

0.1% of portfolio$684.7K

Verus Capital Partners, LLC13,366

0.0% of portfolio$678.9K

Avidian Wealth Enterprises, LLC13,317

0.0% of portfolio$676.4K

Strategy Asset Managers LLC13,223

0.1% of portfolio$671.6K

Elwood & Goetz Wealth Advisory Group, LLC13,129

0.1% of portfolio$666.8K

Investment Planning Advisors, Inc.12,852

0.1% of portfolio$652.8K

ASL Financial, LLC12,753

0.4% of portfolio$647.7K

Firethorn Wealth Partners, LLC12,417

0.2% of portfolio$630.6K

Tsfg, LLC12,221

0.3% of portfolio$621.0K

LongView Wealth Management11,584

0.1% of portfolio$588.4K

Moneco Advisors, LLC11,477

0.0% of portfolio$582.9K

Tritonpoint Wealth, LLC11,427

0.1% of portfolio$580.4K

Carolina Wealth Management Inc11,293

0.2% of portfolio$573.6K

M Holdings Securities, Inc.11,114

0.2% of portfolio$564.0K

LexAurum Advisors, LLC11,104

0.1% of portfolio$564.0K

Brown, Lisle Ings, Inc.11,017

0.1% of portfolio$559.6K

Walkner Condon Financial Advisors LLC11,002

0.1% of portfolio$558.8K

RW Investment Management LLC10,830

0.0% of portfolio$550.1K

Mather Group, Llc.10,755

0.0% of portfolio$546.2K

Curated Wealth Partners LLC10,727

0.0% of portfolio$544.8K

Juno Financial Group LLC10,630

0.2% of portfolio$539.9K

Polaris Investment Advisors, LLC10,627

0.3% of portfolio$539.7K

Capital Investment Advisors, LLC10,438

0.0% of portfolio$530.1K

Centurion Wealth Management LLC10,342

0.1% of portfolio$525.3K

Krilogy Financial LLC10,297

0.0% of portfolio$522.0K

TPG Advisors LLC10,237

0.3% of portfolio$519.9K

Wedbush Securities Inc10,217

0.0% of portfolio$519.0K

Sun Group Wealth Partners10,200

0.3% of portfolio$518.1K

Latitude Advisors, LLC10,021

0.2% of portfolio$508.9K

Gen-Wealth Partners Inc10,017

0.1% of portfolio$508.8K

Partners Wealth Management, LLC9,995

0.1% of portfolio$507.6K

PKS Advisory Services, LLC9,970

0.1% of portfolio$522.0K

Asempa Wealth Advisors9,918

0.4% of portfolio$501.5K

Richard P Slaughter Associates Inc9,621

0.1% of portfolio$488.6K

Secure Asset Management, LLC9,583

0.1% of portfolio$486.7K

Roxbury Financial LLC9,526

0.4% of portfolio$483.8K

Kelleher Financial Advisors9,381

0.1% of portfolio$476.4K

Lifelong Wealth Advisors, Inc.9,267

0.1% of portfolio$470.7K

XY Planning Network, Inc.9,158

0.1% of portfolio$465.1K

Stevens Capital Partners8,982

0.1% of portfolio$456.2K

Trust Co8,936

0.0% of portfolio$453.9K

Canvas Wealth Advisors, LLC8,831

0.1% of portfolio$448.3K

BAM Wealth Management, LLC8,756

0.2% of portfolio$444.7K

Ashton Thomas Securities, LLC8,554

0.0% of portfolio$434.5K

Sonata Capital Group Inc8,535

0.1% of portfolio$433.5K

Avid Wealth Partners LLC8,534

0.2% of portfolio$433.4K

M Wealth Management, LLC8,403

0.3% of portfolio$426.8K

Uptick Partners, LLC8,340

0.1% of portfolio$423.6K

Bernardo Wealth Planning LLC8,174

0.0% of portfolio$415.2K

JFS Wealth Advisors, LLC8,080

0.0% of portfolio$410.4K

EdgeRock Capital LLC8,071

0.1% of portfolio$409.9K

Rose Capital Advisors LLC7,820

0.1% of portfolio$397.2K

First Hawaiian Bank7,815

0.0% of portfolio$396.9K

BCU Wealth Advisors, LLC7,795

0.1% of portfolio$395.9K

Patriot Financial Group Insurance Agency, LLC7,776

0.0% of portfolio$394.9K

Journey Advisory Group, LLC7,770

0.0% of portfolio$394.6K

Oak Grove Capital LLC7,700

0.0% of portfolio$391.1K

Veracity Capital LLC7,697

0.1% of portfolio$391.0K

Heritage Family Offices, LLP7,662

0.1% of portfolio$389.2K

Hoxton Planning & Management, LLC7,618

0.1% of portfolio$386.9K

United Advisor Group, LLC7,563

0.0% of portfolio$384.1K

Procyon Advisors, LLC7,285

0.0% of portfolio$370.0K

TCI Wealth Advisors, Inc.7,229

0.0% of portfolio$367.2K

MMA Asset Management LLC7,197

0.1% of portfolio$365.5K

Oregon Pacific Wealth Management, LLC7,197

0.3% of portfolio$365.5K

Chris Bulman Inc7,145

0.1% of portfolio$362.9K

Skyline Advisors, Inc.7,065

0.1% of portfolio$358.8K

Lockerman Financial Group, Inc.6,842

0.5% of portfolio$347.5K

Fifth Third Securities, Inc.6,764

0.0% of portfolio$343.6K

ETF Store, Inc.6,615

0.3% of portfolio$336.0K

One Wealth Capital Management, LLC6,548

0.1% of portfolio$332.6K

Newport Capital Group, LLC6,522

0.2% of portfolio$336.1K

AdvisorNet Financial, Inc6,464

0.0% of portfolio$327.3K

Syntegra Private Wealth Group, LLC6,391

0.0% of portfolio$324.6K

Robinson Smith Wealth Advisors LLC6,253

0.2% of portfolio$317.6K

Regions Financial Corp6,227

0.0% of portfolio$316.3K

GC Wealth Management RIA, LLC6,212

0.0% of portfolio$315.5K

Lido Advisors, LLC6,152

0.0% of portfolio$312.4K

Portfolio Resources Advisor Group, Inc.6,070

0.3% of portfolio$308.3K

Sellwood Investment Partners LLC6,050

0.1% of portfolio$307.3K

Parsons Capital Management Inc6,029

0.0% of portfolio$306.2K

Fiduciary Alliance LLC6,023

0.0% of portfolio$305.9K

First National Trust Co6,017

0.0% of portfolio$305.6K

Golden State Wealth Management, LLC5,770

0.0% of portfolio$293.1K

Lantern Wealth Advisors, LLC5,767

0.1% of portfolio$292.9K

Apex Wealth Management, LLC5,745

0.2% of portfolio$291.8K

E&G Advisors, LLC5,700

0.1% of portfolio$289.5K

Gilliland Jeter Wealth Management LLC5,630

0.1% of portfolio$285.9K

Fragasso Financial Advisors Inc5,590

0.0% of portfolio$283.3K

Root Financial Partners, LLC5,543

0.0% of portfolio$281.5K

Advisory Solutions Group, LLC5,526

0.1% of portfolio$280.7K

Flagstar Securities, Inc5,386

0.1% of portfolio$273.6K

Regatta Capital Group, LLC5,353

0.0% of portfolio$271.9K

McKinley Carter Wealth Services, Inc.5,142

0.0% of portfolio$261.2K

International Assets Investment Management, LLC5,066

0.0% of portfolio$256.1K

Commerce Advisors, LLC4,995

0.1% of portfolio$253.7K

Signal Advisors Wealth, LLC4,984

0.0% of portfolio$253.2K

HB Wealth Management, LLC4,983

0.0% of portfolio$253.1K

Cherry Creek Investment Advisors, Inc.4,978

0.1% of portfolio$252.8K

Mosley Wealth Management4,924

0.1% of portfolio$249.6K

Smith Shellnut Wilson LLC4,905

0.1% of portfolio$249.1K

Saxon Interests, Inc.4,853

0.1% of portfolio$246.5K

Burke & Herbert Bank & Trust Co4,775

0.1% of portfolio$242.5K

Tcfg Investment Advisors, LLC4,723

0.1% of portfolio$239.9K

Omni 360 Wealth, Inc.4,519

0.1% of portfolio$229.5K

John W. Brooker & Co., CPAs4,485

0.3% of portfolio$227.8K

Cooper Financial Group4,466

0.0% of portfolio$226.8K

First Financial Group Corp4,464

0.2% of portfolio$226.7K

Winthrop Advisory Group LLC4,438

0.0% of portfolio$225.4K

Citizens Financial Group Inc4,333

0.0% of portfolio$220.1K

Sutton Place Investors LLC4,288

0.1% of portfolio$217.8K

Wealth Group Ltd4,255

0.0% of portfolio$215.2K

Boomfish Wealth Group, LLC4,238

0.1% of portfolio$215.2K

Signature Estate & Investment Advisors LLC4,076

0.0% of portfolio$207.0K

Dynamic Advisor Solutions LLC4,055

0.0% of portfolio$206.0K

Pathway Financial Advisors LLC4,037

0.0% of portfolio$205.0K

Pension & Wealth Management Advisors, Inc.3,722

0.0% of portfolio$189.1K

TD Waterhouse Canada Inc.3,412

0.0% of portfolio$172.5K

Evolution Wealth Management Inc.2,678

0.1% of portfolio$136.0K

Harbor Investment Advisory, LLC2,540

0.0% of portfolio$129.0K

Lloyd Advisory Services, Llc.2,531

0.0% of portfolio$128.6K

Signature Equity Partners, LLC2,293

0.0% of portfolio$116.5K

Retirement Wealth Solutions LLC2,282

0.1% of portfolio$115.9K

CoreCap Advisors, LLC2,148

0.0% of portfolio$109.1K

Archer Investment Corp2,068

0.0% of portfolio$105.0K

Montag A & Associates Inc2,061

0.0% of portfolio$104.7K

MassMutual Private Wealth & Trust, FSB1,935

0.0% of portfolio$98.3K

Barrett & Company, Inc.1,731

0.0% of portfolio$87.9K

Wells Financial Advisors Inc1,636

0.8% of portfolio$83.1K

Key Capital Management, Inc1,624

0.0% of portfolio$82.5K

Trust Co of Vermont1,575

0.0% of portfolio$80.0K

Kingdom Financial Group Llc.1,566

0.0% of portfolio$79.5K

Nvwm, LLC1,370

0.0% of portfolio$69.6K

First Horizon Corp1,350

0.0% of portfolio$68.6K

Canton Hathaway, LLC1,300

0.0% of portfolio$66.0K

Beacon Financial Strategies Corp1,129

0.0% of portfolio$57.3K

City Holding Co1,125

0.0% of portfolio$57.1K

William Mack & Associates, Inc.1,055

0.0% of portfolio$53.6K

UMB Private Wealth Management, LLC1,047

0.1% of portfolio$53.2K

High Point Wealth Management, LLC845

0.0% of portfolio$42.9K

Yankcom Partnership817

0.0% of portfolio$41.5K

Chilton Capital Management LLC800

0.0% of portfolio$40.6K

Realta Investment Advisors765

0.0% of portfolio$38.9K

Plante Moran Financial Advisors, LLC709

0.0% of portfolio$36.0K

1620 Investment Advisors, Inc.707

0.0% of portfolio$35.9K

Abound Wealth Management670

0.0% of portfolio$34.0K

EverSource Wealth Advisors, LLC636

0.0% of portfolio$32.3K

Planning Strategies Inc.576

0.0% of portfolio$29.3K

Montgomery Financial Services LLC544

0.0% of portfolio$27.6K

Quest 10 Wealth Builders, Inc.481

0.0% of portfolio$24.4K

West Branch Capital LLC474

0.0% of portfolio$24.1K

Compass Financial Management LLC462

0.0% of portfolio$23.5K

Elevated Capital Advisors, LLC346

0.0% of portfolio$17.6K

Capital Advisors, Ltd. LLC320

0.0% of portfolio$16

Nemes Rush Group LLC287

0.0% of portfolio$14.6K

Transce3nd, LLC270

0.0% of portfolio$13.7K

LAM Group, Inc.240

0.0% of portfolio$12.2K

NBT Bank, N.A.213

0.0% of portfolio$10.8K

High Note Wealth, LLC193

0.0% of portfolio$9.8K

Reap Financial Group, LLC163

0.0% of portfolio$8.3K

Sfam, LLC160

0.0% of portfolio$8.1K

Advocate Investing Services LLC154

0.0% of portfolio$7.8K

Vima LLC146

0.0% of portfolio$7.4K

Salomon & Ludwin, LLC133

0.0% of portfolio$6.8K

Pinnacle Bancorp, Inc.133

0.0% of portfolio$6.8K

Cullen T Bankers, Inc.124

0.0% of portfolio$6.3K

Larson Financial Group LLC106

0.0% of portfolio$5.4K

Barnes Dennig Private Wealth Management LLC103

0.0% of portfolio$5.2K

Essential Partners LLC100

0.0% of portfolio$5.1K

Investors Research Corp93

0.0% of portfolio$4.7K

Silver Grove Financial Group, Inc.92

0.0% of portfolio$4.7K

Dhjj Financial Advisors, Ltd.91

0.0% of portfolio$4.6K

Capital Investment Advisory Services, LLC89

0.0% of portfolio$4.5K

Nova Financial LLC80

0.0% of portfolio$4.1K

Fairway Wealth LLC75

0.0% of portfolio$3.8K

Morton Brown Family Wealth, LLC70

0.0% of portfolio$3.6K

SJS Investment Consulting Inc.64

0.0% of portfolio$3.3K

Raleigh Capital Management Inc.58

0.0% of portfolio$2.9K

Rosenberg Matthew Hamilton44

0.0% of portfolio$2.2K

Birchwood Financial Partners, Inc.32

0.0% of portfolio$1.6K

Lynch Investment Planning, LLC17

0.0% of portfolio$863

POM Investment Strategies, LLC7

0.0% of portfolio$356

Downshift Financial, LLC4

0.0% of portfolio$206

Physician Wealth Advisors, Inc.0

0.0% of portfolio$2

				Style	Turnover	Location	Filed
OpenArc Corporate Advisory, LLC	3,439,710	$174.7M	2.0%	Growth	Low	Atlanta, GA	2026-10-21
Sagespring Wealth Partners, LLC	3,240,484	$164.6M	2.5%	ETF	Low	Franklin, TN	2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC	2,340,870	$118.9M	1.6%	ETF	Low	Minneapolis, MN	2026-10-14
MCF Advisors LLC	1,823,698	$92.6M	3.3%	ETF	Low	Lexington, KY	2026-10-28
Commonwealth Equity Services, LLC	1,517,154	$77.1M	0.1%	ETF	Low	Waltham, MA	2026-11-02
Kestra Investment Management, LLC	1,440,338	$73.2M	1.4%	ETF	Medium	Austin, TX	2026-11-04
Heck Capital Advisors, LLC	1,436,481	$73.0M	4.0%	ETF	Medium	Rhinelander, WI	2026-10-14
Pacific Sage Partners, LLC	1,368,102	$69.5M	9.0%	ETF	Low	Edmonds, WA	2026-10-21
Americana Partners, LLC	1,361,316	$69.1M	1.5%	Core	Medium	Houston, TX	2026-10-28
Parallel Advisors, LLC	1,001,207	$50.9M	0.7%	Index	Low	San Francisco, CA	2026-11-03
Advisor OS, LLC	919,694	$46.7M	3.1%	ETF	Medium	Chicago, IL	2026-11-03
HUB Investment Partners, LLC	878,694	$44.6M	0.8%	Growth	Low	Austin, TX	2026-11-03
Kestra Advisory Services, LLC	789,521	$40.1M	0.1%	Core	Low	Austin, TX	2026-11-02
MGO One Seven LLC	786,574	$40.0M	0.7%	Growth	Low	Beachwood, OH	2026-10-28
Prime Capital Investment Advisors, LLC	780,873	$39.7M	0.4%	ETF	Low	Overland Park, KS	2026-10-20
Johnson Bixby & Associates, LLC	758,798	$38.5M	4.2%	ETF	Medium	Vancouver, WA	2026-10-14
Park Avenue Securities LLC	758,177	$38.5M	0.6%	ETF	Medium	New York, NY	2026-10-26
Thrivent Financial for Lutherans	725,590	$36.7M	0.1%	GARP	Medium	Minneapolis, MN	2026-11-05
Truist Financial Corp	682,586	$34.7M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Evergreen Capital Management LLC	667,928	$33.9M	0.6%	GARP	Medium	Bellevue, WA	2026-10-23
CGN Advisors LLC	610,603	$31.0M	2.4%	ETF	Low	Manhattan, KS	2026-10-21
55 North Private Wealth, LLC	601,123	$30.5M	5.7%	ETF	Low	Winter Park, FL	2026-10-20
Strong Tower Advisory Services	585,808	$29.8M	5.2%	Core	Medium	Minneapolis, MN	2026-10-13
Concurrent Investment Advisors, LLC	550,102	$27.9M	0.2%	Growth	Medium	Tampa, FL	2026-10-16
Grantvest Financial Group LLC	543,935	$27.6M	15.9%	ETF	Low	Matawan, NJ	2026-10-21
Waterway Wealth Management, LLC	496,330	$25.2M	4.8%	ETF	Medium	The Woodlands, TX	2026-10-28
Vise Technologies, Inc.	491,000	$24.9M	0.2%	Index	Low	New York, NY	2026-10-29
Lineweaver Wealth Advisors, LLC	484,320	$24.6M	2.9%	ETF	Low	Valley View, OH	2026-10-13
Bank of New York Mellon Corp	475,341	$24.1M	0.0%	Core	Low	New York, NY	2026-11-05
Vivid Wealth Management, LLC	453,055	$23.0M	8.2%	Growth	Low	West Des Moines, IA	2026-10-27
Assetmark, Inc	436,186	$22.2M	0.0%	ETF	Low	Concord, CA	2026-10-21
Eclectic Associates Inc	427,948	$21.7M	2.4%	ETF	Very Low	Fullerton, CA	2026-10-09
Farther Finance Advisors, LLC	404,435	$20.5M	0.1%	Index	Low	San Francisco, CA	2026-10-08
Northcape Wealth Management, LLC	374,555	$19.0M	5.0%	Core	Low	Williamsville, NY	2026-11-04
Financial Management Network Inc	367,595	$18.6M	2.7%	ETF	Low	Mission Viejo, CA	2026-10-09
Cambridge Investment Research Advisors, Inc.	353,173	$17.9M	0.1%	ETF	Low	Fairfield, IA	2026-11-02
Kelly Financial Services LLC	352,298	$17.9M	3.9%	ETF	Medium	Braintree, MA	2026-10-20
Ascent Group, LLC	301,061	$15.3M	0.5%	Core	Low	Virginia Beach, VA	2026-10-30
Woodmont Investment Counsel LLC	289,825	$14.7M	0.8%	GARP	Very Low	Nashville, TN	2026-10-29
Asio Capital, LLC	288,966	$14.7M	1.8%	Growth	Medium	Lexington, KY	2026-10-19
Detalus Advisors, LLC	272,865	$13.9M	2.7%	ETF	Low	St. Louis, MO	2026-10-15
IFP Advisors, Inc	270,796	$13.8M	0.2%	Growth	Low	Tampa, FL	2026-10-16
Alternative Investment Advisors, Llc.	268,796	$13.7M	5.1%	ETF	Medium	Maitland, FL	2026-11-03
Horizon Wealth Management, LLC	268,730	$13.6M	1.7%	ETF	Very High	La Grange, IL	2026-11-02
Breakwater Capital Group	259,389	$13.2M	1.6%	ETF	Low	Paramus, NJ	2026-10-09
Selby Wealth Management, LLC	256,741	$13.0M	4.6%	ETF	Very Low	Emeryville, CA	2026-10-16
Global Wealth Strategies & Associates	249,469	$12.7M	2.3%	ETF	Low	Denver, CO	2026-10-02
Centerline Wealth Advisors, LLC	245,236	$12.5M	3.9%	ETF	High	Louisville, KY	2026-10-15
Scissortail Wealth Management, LLC	239,414	$12.2M	2.2%	ETF	Low	Tulsa, OK	2026-11-03
Elevation Point Wealth Partners, LLC	238,527	$12.1M	0.2%	Core	High	Denver, CO	2026-11-05
Cape Investment Advisory, Inc.	233,009	$11.8M	3.0%	ETF	Low	Mcdonough, GA	2026-10-13
Ullmann Wealth Partners Group, LLC	227,689	$11.6M	1.0%	ETF	Low	Jacksonville Beach, FL	2026-11-02
New Capital Management LP	226,948	$11.5M	2.6%	ETF	Very Low	Houston, TX	2026-10-29
HCR Wealth Advisors	225,420	$11.4M	0.9%	Growth	Low	Los Angeles, CA	2026-10-15
SteelPeak Wealth, LLC	221,836	$11.3M	0.3%	Growth	High	Woodland Hills, CA	2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	217,799	$11.1M	0.5%	ETF	Medium	Westlake, OH	2026-10-14
Founders Grove Wealth Partners, LLC	209,987	$10.7M	2.1%	ETF	Low	Richmond, VA	2026-10-16
RFG - Bristol Wealth Advisors, LLC	209,717	$10.7M	2.5%	ETF	Low	Taunton, MA	2026-10-09
Jmac Enterprises LLC	200,005	$10.2M	1.7%	ETF	Very Low	Newtown, PA	2026-10-30
Csenge Advisory Group	194,072	$9.9M	0.4%	ETF	Medium	Clearwater, FL	2026-11-04
Royal Harbor Partners, LLC	192,800	$9.8M	3.0%	ETF	Medium	Houston, TX	2026-10-29
Unique Wealth, LLC	189,155	$9.6M	1.1%	ETF	Medium	Tampa, FL	2026-10-16
Triad Wealth Partners, LLC	188,730	$9.6M	0.5%	ETF	Medium	Lawrence, KS	2026-10-26
Brookstone Capital Management	188,385	$9.6M	0.1%	ETF	Medium	Wheaton, IL	2026-10-22
Cornerstone Wealth Group, LLC	181,819	$9.2M	0.5%	Core	Medium	Huntersville, NC	2026-11-02
KWB Wealth	181,320	$9.2M	0.8%	ETF	Medium	Redlands, CA	2026-10-16
Pennsylvania Capital Management Inc	180,985	$9.2M	2.2%	Growth	Low	Huntingdon Valley, PA	2026-11-05
Sharkey, Howes & Javer	178,001	$9.0M	1.1%	ETF	Medium	Denver, CO	2026-10-22
Refined Wealth Management	164,168	$8.3M	4.7%	ETF	Medium	Salt Lake City, UT	2026-10-13
R2 Capital Strategies, LLC	157,870	$8.0M	3.4%	ETF	N/A	Lincoln, NE	2026-10-15
Perigon Wealth Management, LLC	157,731	$8.0M	0.1%	Growth	Low	San Francisco, CA	2026-10-22
Asset Advisors Investment Management, LLC	156,307	$7.9M	0.7%	Core	Low	Augusta, GA	2026-10-19
McNaughton Wealth Management, LLC	154,300	$7.8M	2.7%	ETF	Low	San Diego, CA	2026-10-09
Koshinski Asset Management, Inc.	148,989	$7.6M	0.4%	ETF	Low	Decatur, IL	2026-10-29
WBH Advisory Inc	148,534	$7.5M	0.5%	ETF	Low	Baltimore, MD	2026-11-05
Axxcess Wealth Management, LLC	146,773	$7.5M	0.3%	Core	Low	Carlsbad, CA	2026-10-21
Marest Capital, LLC	146,314	$7.4M	3.8%	ETF	Very Low	Encino, CA	2026-10-23
Cedar Mountain Advisors, LLC	145,469	$7.4M	1.3%	ETF	Very Low	Lake Oswego, OR	2026-10-15
Rochester Wealth Strategies, LLC	145,021	$7.4M	4.0%	ETF	Low	Rochester, MI	2026-11-03
Aspen Wealth Management LLC	142,580	$7.2M	1.2%	ETF	Low	Fort Worth, TX	2026-10-14
Strategic Blueprint, LLC	139,013	$7.1M	0.3%	ETF	Low	Atlanta, GA	2026-10-22
Kestra Private Wealth Services, LLC	136,063	$6.9M	0.1%	Growth	Low	Austin, TX	2026-10-30
Joseph P. Lucia & Associates, LLC	134,246	$6.8M	2.0%	ETF	Very Low	Yorktown Heights, NY	2026-10-30
Foundry Financial LLC	134,235	$6.8M	2.1%	ETF	Medium	Pasadena, CA	2026-10-16
NTV Asset Management LLC	134,094	$6.8M	0.6%	Growth	Low	Charleston, WV	2026-10-23
Apeiron RIA LLC	131,180	$6.6M	1.5%	ETF	Medium	Dallas, TX	2026-10-08
Beacon Financial Group	131,074	$6.7M	0.6%	ETF	Medium	Dallas, TX	2026-10-19
Central Pacific Bank - Trust Division	130,162	$6.6M	0.7%	Core	Medium	Honolulu, HI	2026-10-06
Bauman Advisory Group, LLC	127,520	$6.5M	3.2%	ETF	Medium	Las Vegas, NV	2026-10-29
Cyndeo Wealth Partners, LLC	126,880	$6.4M	0.3%	Core	Medium	St. Petersburg, FL	2026-10-16
Autumn Glory Partners, LLC	125,182	$6.4M	1.8%	Core	Medium	Dallas, TX	2026-10-26
Emergent Wealth Advisors, LLC	124,523	$6.3M	3.3%	ETF	Medium	Williamsville, NY	2026-10-09
Independent Solutions Wealth Management, LLC	123,909	$6.3M	0.8%	Growth	Low	Williamsville, NY	2026-10-28
Hurley Capital, LLC	120,169	$6.1M	3.0%	GARP	Medium	New York, NY	2026-11-05
Goldstein Advisors, LLC	116,053	$5.9M	0.5%	ETF	Medium	Madison, WI	2026-10-15
Liberty Atlantic Advisors LLC	115,809	$5.9M	3.7%	ETF	Low	Olympia, WA	2026-10-14
Tableaux LLC	113,428	$5.8M	2.4%	ETF	Low	Stockbridge, MA	2026-10-23
Diversify Wealth Management, LLC	113,416	$5.7M	0.1%	Growth	Medium	Sandy, UT	2026-10-20
Diversify Advisory Services, LLC	113,416	$5.7M	0.1%	Growth	Low	Sandy, UT	2026-10-20
Wealthcare Advisory Partners LLC	112,550	$5.7M	0.1%	ETF	Low	West Chester, PA	2026-10-21
Milestone Asset Management, LLC	112,417	$5.7M	0.9%	Growth	High	Pittsburgh, PA	2026-10-15
Embree Financial Group	107,573	$5.5M	0.5%	ETF	Low	Chicago, IL	2026-10-22
Visionary Wealth Advisors	103,803	$5.3M	0.2%	ETF	Low	O'Fallon, IL	2026-11-04
Focus Financial Network, Inc.	103,672	$5.3M	0.2%	ETF	Low	Minneapolis, MN	2026-10-14
Lincoln Capital Corp	103,490	$5.3M	1.7%	ETF	Medium	East Greenwich, RI	2026-10-13
Foundry Financial Group, Inc.	102,843	$5.2M	2.2%	ETF	Low	Laconia, NH	2026-10-28
Security Financial Services, Inc.	102,402	$5.2M	0.7%	ETF	Medium	Fort Wayne, IN	2026-10-29
JB Capital LLC	101,414	$5.2M	0.2%	ETF	Medium	Wethersfield, CT	2026-10-19
PUREfi Wealth, LLC	100,440	$5.1M	2.4%	Growth	Medium	Boston, MA	2026-10-19
Bedminster, LLC	99,058	$5.0M	4.2%	ETF	Medium	Bluffton, SC	2026-11-04
TBH Global Asset Management, LLC	98,043	$4.9M	0.9%	Core	High	Brentwood, TN	2026-11-03
Cypress Capital Group	95,880	$4.9M	0.4%	Core	Low	Palm Beach, FL	2026-11-03
Oppenheimer & Co Inc	93,057	$4.7M	0.0%	Core	Low	New York, NY	2026-10-26
Wealth Enhancement Advisory Services, LLC	87,329	$4.4M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Advus Financial Partners, LLC	84,099	$4.3M	1.2%	ETF	Low	Winter Park, FL	2026-10-20
Plancorp, LLC	82,590	$4.2M	0.1%	ETF	Low	Saint Louis, MO	2026-11-03
Sovran Advisors, LLC	82,192	$4.2M	0.3%	ETF	Medium	San Diego, CA	2026-11-02
Mengis Capital Management, Inc.	81,387	$4.1M	0.6%	Core	Low	Portland, OR	2026-10-13
Financial Life Advisors	80,199	$4.1M	1.2%	ETF	Low	San Antonio, TX	2026-10-14
Lunt Capital Management, Inc.	80,077	$4.1M	1.5%	ETF	Low	Holladay, UT	2026-10-30
Titleist Asset Management, LLC	80,053	$4.1M	0.3%	ETF	Low	San Antonio, TX	2026-10-08
15 Wealth Advisors LLC	79,808	$4.1M	1.0%	ETF	N/A	Mundelein, IL	2026-10-14
Pettinga Financial Advisors LLC	77,529	$3.9M	0.7%	ETF	Medium	Evansville, IN	2026-10-13
Box Hill Private Wealth LLC	76,127	$3.9M	2.8%	ETF	Low	Scottsdale, AZ	2026-10-05
Atria Investments, Inc	76,070	$3.9M	0.0%	Core	Medium	Charlotte, NC	2026-10-15
Financial Solutions Advisory Group, Inc.	75,956	$3.9M	0.5%	ETF	Medium	Chicago, IL	2026-10-28
One Advisory Partners, LLC	75,648	$3.8M	1.0%	ETF	Medium	Overland Park, KS	2026-10-22
FFG Retirement Advisors LLC	74,365	$3.8M	2.0%	ETF	Medium	Centennial, CO	2026-10-20
TSA Wealth Managment LLC	73,907	$3.8M	1.1%	ETF	Medium	Houston, TX	2026-10-22
AFG Fiduciary Services Limited Partnership	72,560	$3.7M	2.8%	ETF	Very Low	Hingham, MA	2026-10-21
BOS Asset Management, LLC	71,192	$3.6M	0.8%	ETF	Low	Springfield, IL	2026-10-09
Midwest Capital Advisors, LLC	71,098	$3.6M	1.3%	ETF	High	Grand Rapids, MI	2026-11-04
Castle Rock Wealth Management, LLC	71,026	$3.6M	0.7%	Growth	Medium	Walnut Creek, CA	2026-10-09
Peak Wealth Management LLC	70,538	$3.6M	2.4%	ETF	Medium	Nashua, NH	2026-10-26
Shepherd Financial Partners LLC	70,022	$3.6M	0.3%	ETF	Low	Winchester, MA	2026-11-03
Horst & Graben Wealth Management LLC	69,378	$3.5M	0.5%	ETF	Medium	Portland, OR	2026-11-02
Beacon Financial Planning, Inc	69,051	$3.5M	1.2%	ETF	Very Low	Hyannis, MA	2026-11-04
Baker Tilly Wealth Management, LLC	68,366	$3.5M	0.7%	Growth	Low	Madison, WI	2026-10-05
DecisionMap Wealth Management, LLC	67,758	$3.4M	1.9%	ETF	Low	Great Falls, VA	2026-10-29
Sofi Wealth, LLC	65,479	$3.3M	0.1%	ETF	Very Low	San Francisco, CA	2026-10-27
Tennessee Valley Asset Management Partners	65,283	$3.3M	0.4%	ETF	Low	Knoxville, TN	2026-11-03
RMR Capital Management, LLC	64,137	$3.3M	2.3%	Value	Very Low	Tustin, CA	2026-10-23
Integrity Alliance, Llc.	64,048	$3.3M	0.1%	ETF	Medium	Urbandale, IA	2026-10-29
Onyx Bridge Wealth Group LLC	63,904	$3.2M	0.3%	ETF	Medium	Tarrytown, NY	2026-10-16
Orba Wealth Advisors, L.L.C.	63,654	$3.2M	2.8%	ETF	Medium	Chicago, IL	2026-10-23
Williams Jones Wealth Management, Llc.	61,381	$3.1M	0.0%	Growth	Low	New York, NY	2026-11-05
New England Private Wealth Advisors LLC	60,591	$3.1M	0.3%	ETF	Very Low	Wellesley, MA	2026-10-19
Elevated Financial Group LLC	59,393	$3.0M	0.8%	ETF	Medium	Indianapolis, IN	2026-10-16
ShoreHaven Wealth Partners, LLC	57,953	$2.9M	0.9%	ETF	Medium	Red Bank, NJ	2026-10-16
Ashton Thomas Private Wealth, LLC	56,898	$2.9M	0.1%	Core	Medium	Scottsdale, AZ	2026-11-03
Independent Financial Group, LLC	56,447	$2.9M	0.1%	Growth	Low	San Diego, CA	2026-10-13
Wetzel Investment Advisors, Inc.	56,061	$2.8M	1.0%	ETF	Low	Indianapolis, IN	2026-10-13
Ehrlich Financial Group	55,627	$2.8M	1.5%	ETF	High	Laguna Niguel, CA	2026-10-20
4J Wealth Management LLC	54,769	$2.8M	1.3%	ETF	Medium	Mclean, VA	2026-11-02
Alterna Wealth Management, Inc	54,400	$2.8M	1.5%	ETF	Medium	Houston, TX	2026-10-27
Trek Financial, LLC	54,310	$2.8M	0.1%	ETF	High	Scottsdale, AZ	2026-10-29
CFS Investment Advisory Services, LLC	53,669	$2.7M	0.2%	ETF	Medium	Totowa, NJ	2026-10-19
Simplicity Wealth,LLC	53,524	$2.7M	0.1%	ETF	Low	Summit, NJ	2026-10-23
Capital Advisors Wealth Management, LLC	53,512	$2.7M	0.3%	ETF	Low	Yakima, WA	2026-10-09
Allen Capital Group, LLC	53,146	$2.7M	0.2%	Core	Low	Grand Island, NE	2026-10-27
Apollon Wealth Management, LLC	52,073	$2.6M	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
Client 1ST Advisory Group, LLC	51,838	$2.6M	0.7%	ETF	Very Low	Dunedin, FL	2026-10-19
Kingswood Wealth Advisors, LLC	51,163	$2.6M	0.1%	Growth	Low	San Diego, CA	2026-10-23
Sentinel Pension Advisors, LLC	50,575	$2.6M	0.3%	ETF	Low	Wakefield, MA	2026-11-02
Triad Investment Management	50,339	$2.6M	3.4%	Deep Value	Medium	Newport Beach, CA	2026-10-13
SWP Financial LLC	49,548	$2.5M	1.2%	ETF	Medium	Encinitas, CA	2026-10-23
Ignite Planners, LLC	48,958	$2.5M	0.3%	Core	Low	San Clemente, CA	2026-10-14
Watershed Private Wealth LLC	48,695	$2.5M	0.7%	ETF	Medium	Oak Brook, IL	2026-10-30
Visionary Horizons, LLC	48,295	$2.5M	1.0%	ETF	Low	Knoxville, TN	2026-10-22
FSA Investment Group, LLC	48,199	$2.4M	0.8%	ETF	Low	Pensacola, FL	2026-10-07
Claro Advisors Inc.	47,443	$2.4M	0.2%	Core	Low	Boston, MA	2026-11-02
Meridian Wealth Management, LLC	47,114	$2.4M	0.1%	Growth	Low	Lexington, KY	2026-11-05
Archer Investment Management, LLC	46,714	$2.4M	0.7%	ETF	High	Austin, TX	2026-10-13
Grimes & Co Wealth Management, LLC	46,287	$2.4M	0.1%	Core	Low	Westborough, MA	2026-10-29
Merited Wealth, LLC	46,253	$2.3M	1.6%	ETF	Medium	North Bay Village, FL	2026-10-13
Princeton Global Asset Management LLC	46,244	$2.3M	0.3%	Growth	Low	Princeton, NJ	2026-10-21
MLG Wealth Management DBA Pine Grove Financial Group	46,220	$2.3M	0.2%	ETF	Medium	Woodbury, MN	2026-10-13
Jeter Robert S II	45,694	$2.3M	1.5%	ETF	Very Low	Bethany Beach, DE	2026-10-16
Mayfair Advisory Group, LLC	45,022	$2.3M	0.7%	ETF	Low	Birmingham, AL	2026-10-20
Gilpin Wealth Management, LLC	44,164	$2.2M	1.5%	Growth	Low	Denver, CO	2026-10-09
Integrated Advisors Network LLC	43,181	$2.2M	0.1%	Growth	Medium	Dallas, TX	2026-10-20
Corrado Advisors, LLC	42,303	$2.1M	1.1%	Core	Medium	Ramsey, NJ	2026-10-27
West Wealth Group, LLC	41,952	$2.1M	0.3%	ETF	Medium	Irvine, CA	2026-10-14
Davenport & Co LLC	41,946	$2.1M	0.0%	Core	Medium	Richmond, VA	2026-10-14
LifeGoal Investments, LLC	41,351	$2.1M	0.6%	ETF	Low	Saratoga Springs, NY	2026-10-09
Worth Financial Advisory Group, LLC	41,309	$2.1M	0.9%	Growth	Very Low	Charlotte, NC	2026-10-19
Creative Planning	40,376	$2.1M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Sherman Wealth Management LLC	39,901	$2.0M	1.4%	ETF	Low	Gaithersburg, MD	2026-10-16
Bluesphere Advisors LLC	39,569	$2.0M	0.6%	ETF	Low	East Norriton, PA	2026-10-19
Optivise Advisory Services LLC	39,567	$2.0M	1.0%	ETF	Medium	Franklin, TN	2026-10-19
G&S Capital LLC	39,345	$2.0M	0.6%	Core	Medium	Denver, CO	2026-10-23
Sanchez Gaunt Capital Management, LLC	37,761	$1.9M	1.1%	ETF	N/A	Reno, NV	2026-11-03
Buttonwood Financial Group, LLC	37,694	$1.9M	1.0%	ETF	Medium	Kansas City, MO	2026-10-16
Williams & Novak Wealth Management, LLC	37,023	$1.9M	1.1%	ETF	Medium	Westlake Village, CA	2026-10-09
Range Financial Group LLC	36,617	$1.9M	0.5%	GARP	Medium	Tigard, OR	2026-10-21
Narus Financial Partners, LLC	36,367	$1.8M	0.5%	Value	Low	Salt Lake City, UT	2026-10-19
Kraft, Davis & Associates, LLC	36,110	$1.8M	0.4%	ETF	Medium	St. Louis, MO	2026-10-21
SigFig Wealth Management, LLC	35,648	$1.8M	0.0%	ETF	Low	San Francisco, CA	2026-10-07
First Growth Capital LLC	34,669	$1.8M	1.4%	Growth	Low	Pikesville, MD	2026-10-15
Prospera Financial Services Inc	34,616	$1.8M	0.0%	Core	Medium	Dallas, TX	2026-11-04
Redhawk Wealth Advisors, Inc.	34,363	$1.7M	0.2%	ETF	High	Minneapolis, MN	2026-10-14
Fusion Capital, LLC	33,687	$1.7M	0.4%	Growth	Low	Mt. Pleasant, SC	2026-10-28
Fairvoy Private Wealth, LLC	33,075	$1.7M	0.3%	Growth	Medium	Birmingham, AL	2026-10-19
Able Wealth Management LLC	32,529	$1.6M	0.4%	ETF	Medium	Toms River, NJ	2026-10-13
Avory & Company, LLC	32,482	$1.6M	2.1%	GARP	Low	Miami, FL	2026-10-21
Cypress Wealth Services, LLC	32,305	$1.6M	0.2%	ETF	Low	Palm Desert, CA	2026-10-21
Sculati Wealth Management, LLC	32,289	$1.6M	0.5%	Core	Low	Bloomfield Hills, MI	2026-10-19
Traveka Wealth, LLC	31,945	$1.6M	0.5%	ETF	Low	Los Altos, CA	2026-10-19
Whalen Wealth Management Inc.	31,718	$1.6M	0.7%	Growth	High	Las Vegas, NV	2026-10-08
Asset One Wealth Management LLC	31,535	$1.6M	0.1%	Growth	Low	Bellevue, WA	2026-11-02
Town Capital LLC	31,047	$1.6M	1.0%	ETF	High	Bel Air, MD	2026-11-03
Lanark Financial, Inc.	30,613	$1.6M	0.1%	Core	Medium	Birmingham, AL	2026-10-26
Financial Planning Hawaii, Inc.	30,594	$1.6M	0.8%	Core	Very Low	Honolulu, HI	2026-10-13
Creative Financial Designs Inc	30,235	$1.5M	0.1%	ETF	Medium	Kokomo, IN	2026-11-04
Signature Wealth Management Partners, LLC	29,812	$1.5M	0.6%	Growth	Very Low	Montvale, NJ	2026-10-21
May Hill Capital, LLC	29,795	$1.5M	0.3%	ETF	Low	Cohasset, MA	2026-11-03
Blue Trust, Inc.	29,121	$1.5M	0.0%	ETF	Low	Brentwood, TN	2026-10-15
A4 Wealth Advisors LLC	28,510	$1.4M	0.9%	ETF	High	Huntersville, NC	2026-10-20
Signature Resources Capital Management, LLC	28,401	$1.4M	0.6%	ETF	Low	Newport Beach, CA	2026-10-16
MidAtlantic Capital Management, Inc.	28,074	$1.4M	0.9%	ETF	Very Low	Richmond, VA	2026-11-05
Atlatl Advisers LLC	27,684	$1.4M	0.3%	Agg Growth	High	Madison, WI	2026-10-22
Sowell Financial Services LLC	27,172	$1.4M	0.0%	Core	Low	North Little Rock, AR	2026-10-23
Bay Harbor Wealth Management, LLC	26,097	$1.3M	0.3%	ETF	Medium	Hunt Valley, MD	2026-11-03
Two West Capital Advisors LLC	26,069	$1.3M	0.7%	ETF	Low	Overland Park, KS	2026-10-15
Ascentis Independent Advisors	25,947	$1.3M	0.1%	ETF	Low	Dallas, TX	2026-11-03
Unique Wealth Strategies, LLC	25,890	$1.4M	0.5%	Core	Medium	Burr Ridge, IL	2026-10-13
TrueMark Investments, LLC	24,452	$1.2M	0.1%	Yield	High	Chicago, IL	2026-11-05
Strategic Family Wealth Counselors, L.L.C.	24,335	$1.2M	0.3%	ETF	Very Low	Fairfield, NJ	2026-10-29
Avantax Planning Partners, Inc.	24,310	$1.2M	0.0%	ETF	Low	Dubuque, IA	2026-11-03
RDA Financial Network	23,936	$1.2M	0.3%	Growth	Medium	Akron, IA	2026-10-15
RFG Advisory, LLC	23,770	$1.2M	0.0%	ETF	Medium	Birmingham, AL	2026-11-03
Triton Wealth Management, Pllc	23,661	$1.2M	0.4%	ETF	Medium	Sun City, AZ	2026-11-04
Rossby Financial, LCC	23,350	$1.2M	0.2%	ETF	Medium	Melbourne, FL	2026-11-05
Private Trust Co NA	23,177	$1.2M	0.1%	Core	Low	Cleveland, OH	2026-10-20
Cassilly Financial Group LLC	23,148	$1.2M	0.8%	ETF	Low	Severna Park, MD	2026-10-07
Dudley Capital Management, LLC	23,142	$1.2M	0.5%	Growth	Low	Middleburg, VA	2026-10-23
Aventus Investment Advisors, Inc.	22,971	$1.2M	0.9%	ETF	Low	Naples, FL	2026-10-09
Citigroup Inc	22,939	$1.2M	0.0%	Core	Medium	New York, NY	2026-11-04
B. Riley Wealth Advisors, Inc.	22,442	$1.1M	0.0%	Growth	Low	Memphis, TN	2026-10-13
Silverlake Wealth Management LLC	22,366	$1.1M	0.2%	ETF	Low	Williston, VT	2026-10-21
Stone House Investment Management, LLC	21,715	$1.1M	0.1%	ETF	Medium	Tunkhannock, PA	2026-10-23
Sigma Planning Corp	21,513	$1.1M	0.0%	Growth	Medium	Ann Arbor, MI	2026-10-23
Avior Wealth Management, LLC	20,106	$1.0M	0.0%	ETF	Medium	Omaha, NE	2026-10-13
Beacon Financial Advisory LLC	19,943	$1.0M	0.2%	ETF	Low	Cleveland, OH	2026-10-16
Balboa Wealth Partners	19,500	$990.4K	0.1%	Agg Growth	Medium	Scottsdale, AZ	2026-10-20
Robertson Stephens Wealth Management, LLC	19,197	$975.0K	0.0%	ETF	Medium	San Francisco, CA	2026-10-16
Beacon Capital Management, LLC	19,112	$970.7K	0.1%	ETF	Medium	Franklin, TN	2026-10-23
National Wealth Management Group, LLC	19,090	$969.6K	0.3%	ETF	Medium	Cincinnati, OH	2026-10-26
Balefire, LLC	18,862	$958.0K	0.2%	ETF	Medium	Dallas, TX	2026-10-09
VestGen Advisors, LLC	18,782	$953.9K	0.0%	Growth	Medium	Chicago, IL	2026-10-27
Mission Wealth Management, LP	18,766	$953.1K	0.0%	ETF	Low	Santa Barbara, CA	2026-10-15
Pinnacle Financial Group, LLC / IL	18,597	$944.5K	0.2%	ETF	Very Low	Western Springs, IL	2026-10-29
Cornerstone Planning Group LLC	18,556	$940.6K	0.1%	ETF	Medium	Fairfield, NJ	2026-10-16
Lionsbridge Wealth Management LLC	18,529	$941.1K	1.1%	ETF	Medium	Jacksonville Beach, FL	2026-10-26
Braun-Bostich & Associates Inc.	18,520	$940.6K	0.5%	ETF	Medium	Canonsburg, PA	2026-10-20
Waterfront Wealth Inc.	18,089	$917.3K	0.1%	Value	Low	Overland Park, KS	2026-11-03
MKT Advisors LLC	18,021	$912.8K	0.3%	ETF	Low	Carlsbad, CA	2026-10-20
Raab & Moskowitz Asset Management LLC	17,789	$903.5K	0.2%	Core	Low	Chatham, NJ	2026-11-02
Elevatus Welath Management	16,752	$850.8K	0.2%	Growth	High	Victor, NY	2026-10-19
Reicon Wealth Advisors, LLC	16,704	$848.4K	0.5%	ETF	Low	Atlanta, GA	2026-11-04
Strategic Equity Management	16,500	$838.1K	0.7%	ETF	High	Tucson, AZ	2026-11-04
Milestone Asset Management Group, LLC	16,222	$823.9K	0.4%	ETF	Very Low	Avon, CT	2026-10-20
Integrity Advisory Solutions, LLC	15,973	$811.3K	0.1%	ETF	Medium	Dallas, TX	2026-10-29
Cobblestone Asset Management LLC	15,921	$808.6K	0.3%	ETF	Medium	Richmond, VA	2026-10-13
Spire Wealth Management	15,522	$788.3K	0.0%	Growth	Medium	Mclean, VA	2026-10-30
Endowment Wealth Management, Inc.	15,408	$782.6K	0.3%	ETF	Medium	Appleton, WI	2026-11-03
CRA Financial Services, LLC	15,286	$776.4K	0.1%	ETF	Very Low	Northfield, NJ	2026-10-16
MSH Capital Advisors LLC	15,260	$775.0K	0.1%	Core	Low	Scottsdale, AZ	2026-11-03
Freedom Financial Partners LLC	15,096	$766.7K	0.3%	ETF	Low	Oakdale, MN	2026-10-19
First Heartland Consultants, Inc.	15,004	$762.0K	0.1%	ETF	Medium	Lake St. Louis, MO	2026-10-08
Pullen Investment Management, LLC	14,962	$759.9K	0.4%	Deep Value	Medium	Bradenton, FL	2026-10-23
Tempus Wealth Planning, LLC	14,871	$755.3K	0.1%	ETF	Medium	Irvine, CA	2026-10-14
Pinnacle Associates LTD	14,864	$755.0K	0.0%	Core	Low	New York, NY	2026-10-20
Relyea Zuckerberg Hanson LLC	14,856	$754.5K	0.1%	ETF	Low	Stamford, CT	2026-10-20
Novem Group	14,751	$749.2K	0.1%	ETF	Medium	Rochester, NY	2026-10-19
Clear Creek Financial Management, LLC	14,515	$737.2K	0.1%	ETF	Medium	Silverdale, WA	2026-10-28
SAX Wealth Advisors, LLC	14,393	$731.0K	0.0%	ETF	Very Low	Parsippany, NJ	2026-10-13
Arwa LLC	14,075	$713.5K	0.3%	ETF	Medium	Fort Worth, TX	2026-10-21
Cassaday & Co Wealth Management LLC	14,063	$714.3K	0.0%	ETF	Very Low	Mclean, VA	2026-10-27
Avantra Family Wealth, Inc.	13,866	$704.3K	0.4%	Core	Medium	Mechanicsburg, PA	2026-10-20
Marino, Stram & Associates LLC	13,612	$691.3K	0.1%	ETF	Very Low	Braintree, MA	2026-10-22
Tempo Wealth, LLC	13,611	$691.3K	0.1%	Agg Growth	Low	Independence, OH	2026-10-14
Schear Investment Advisers, LLC	13,611	$691.3K	0.1%	Agg Growth	Medium	Cincinnati, OH	2026-10-14
Financial Partners Group, Inc	13,481	$684.7K	0.1%	ETF	Low	Overland Park, KS	2026-10-19
Verus Capital Partners, LLC	13,366	$678.9K	0.0%	Growth	Low	Scottsdale, AZ	2026-11-03
Avidian Wealth Enterprises, LLC	13,317	$676.4K	0.0%	ETF	Low	Houston, TX	2026-10-08
Strategy Asset Managers LLC	13,223	$671.6K	0.1%	Core	Low	Pasadena, CA	2026-10-14
Elwood & Goetz Wealth Advisory Group, LLC	13,129	$666.8K	0.1%	ETF	Low	Athens, GA	2026-10-28
Investment Planning Advisors, Inc.	12,852	$652.8K	0.1%	ETF	Medium	Cumming, GA	2026-10-14
ASL Financial, LLC	12,753	$647.7K	0.4%	ETF	Very Low	Los Gatos, CA	2026-10-15
Firethorn Wealth Partners, LLC	12,417	$630.6K	0.2%	ETF	Low	Augusta, GA	2026-10-14
Tsfg, LLC	12,221	$621.0K	0.3%	ETF	Low	Lake Forest, IL	2026-10-23
LongView Wealth Management	11,584	$588.4K	0.1%	ETF	Low	Atlanta, GA	2026-10-19
Moneco Advisors, LLC	11,477	$582.9K	0.0%	ETF	Low	Fairfield, CT	2026-11-05
Tritonpoint Wealth, LLC	11,427	$580.4K	0.1%	Core	Low	Chevy Chase, MD	2026-10-19
Carolina Wealth Management Inc	11,293	$573.6K	0.2%	ETF	N/A	Greenville, NC	2026-10-29
M Holdings Securities, Inc.	11,114	$564.0K	0.2%	ETF	High	Portland, OR	2026-11-03
LexAurum Advisors, LLC	11,104	$564.0K	0.1%	ETF	Low	Overland Park, KS	2026-10-19
Brown, Lisle Ings, Inc.	11,017	$559.6K	0.1%	Core	Very Low	Providence, RI	2026-10-16
Walkner Condon Financial Advisors LLC	11,002	$558.8K	0.1%	ETF	Low	Verona, WI	2026-11-02
RW Investment Management LLC	10,830	$550.1K	0.0%	ETF	Low	Eagle, ID	2026-11-03
Mather Group, Llc.	10,755	$546.2K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Curated Wealth Partners LLC	10,727	$544.8K	0.0%	GARP	Low	El Segundo, CA	2026-10-15
Juno Financial Group LLC	10,630	$539.9K	0.2%	ETF	Medium	Richmond, VA	2026-10-27
Polaris Investment Advisors, LLC	10,627	$539.7K	0.3%	ETF	Medium	Framingham, MA	2026-10-20
Capital Investment Advisors, LLC	10,438	$530.1K	0.0%	Core	Low	Atlanta, GA	2026-10-22
Centurion Wealth Management LLC	10,342	$525.3K	0.1%	ETF	Medium	Mclean, VA	2026-10-13
Krilogy Financial LLC	10,297	$522.0K	0.0%	Growth	Low	St. Louis, MO	2026-10-13
TPG Advisors LLC	10,237	$519.9K	0.3%	ETF	Very Low	Northfield, IL	2026-10-16
Wedbush Securities Inc	10,217	$519.0K	0.0%	Core	Low	Pasadena, CA	2026-10-22
Sun Group Wealth Partners	10,200	$518.1K	0.3%	Growth	Low	Irvine, CA	2026-10-26
Latitude Advisors, LLC	10,021	$508.9K	0.2%	ETF	Low	Yorkville, IL	2026-10-27
Gen-Wealth Partners Inc	10,017	$508.8K	0.1%	Core	Low	Zeeland, MI	2026-11-04
Partners Wealth Management, LLC	9,995	$507.6K	0.1%	Core	Low	Carmel By The Sea, CA	2026-10-28
PKS Advisory Services, LLC	9,970	$522.0K	0.1%	ETF	Medium	Albany, NY	2026-10-26
Asempa Wealth Advisors	9,918	$501.5K	0.4%	ETF	Low	Baton Rouge, LA	2026-10-07
Richard P Slaughter Associates Inc	9,621	$488.6K	0.1%	ETF	Medium	Austin, TX	2026-10-13
Secure Asset Management, LLC	9,583	$486.7K	0.1%	Growth	Medium	Troy, MI	2026-10-19
Roxbury Financial LLC	9,526	$483.8K	0.4%	Core	Very Low	Mount Arlington, NJ	2026-10-01
Kelleher Financial Advisors	9,381	$476.4K	0.1%	Core	Medium	New York, NY	2026-10-30
Lifelong Wealth Advisors, Inc.	9,267	$470.7K	0.1%	ETF	Low	Arden Hills, MN	2026-10-19
XY Planning Network, Inc.	9,158	$465.1K	0.1%	ETF	Low	Bozeman, MT	2026-10-14
Stevens Capital Partners	8,982	$456.2K	0.1%	ETF	Very Low	Omaha, NE	2026-10-29
Trust Co	8,936	$453.9K	0.0%	ETF	Very Low	Manhattan, KS	2026-10-09
Canvas Wealth Advisors, LLC	8,831	$448.3K	0.1%	Growth	Low	Shawnee, KS	2026-11-02
BAM Wealth Management, LLC	8,756	$444.7K	0.2%	ETF	High	Lakewood, CO	2026-10-15
Ashton Thomas Securities, LLC	8,554	$434.5K	0.0%	ETF	Medium	Rochester, NY	2026-10-26
Sonata Capital Group Inc	8,535	$433.5K	0.1%	ETF	Very Low	Seattle, WA	2026-10-19
Avid Wealth Partners LLC	8,534	$433.4K	0.2%	ETF	Medium	San Antonio, TX	2026-11-03
M Wealth Management, LLC	8,403	$426.8K	0.3%	ETF	Very Low	San Diego, CA	2026-10-14
Uptick Partners, LLC	8,340	$423.6K	0.1%	ETF	Low	Nacogdoches, TX	2026-11-04
Bernardo Wealth Planning LLC	8,174	$415.2K	0.0%	ETF	Very Low	Harleysville, PA	2026-10-23
JFS Wealth Advisors, LLC	8,080	$410.4K	0.0%	ETF	Very Low	Hermitage, PA	2026-11-03
EdgeRock Capital LLC	8,071	$409.9K	0.1%	ETF	Low	Denver, CO	2026-11-03
Rose Capital Advisors LLC	7,820	$397.2K	0.1%	ETF	N/A	Miami Beach, FL	2026-11-04
First Hawaiian Bank	7,815	$396.9K	0.0%	ETF	Very Low	Honolulu, HI	2026-10-14
BCU Wealth Advisors, LLC	7,795	$395.9K	0.1%	ETF	Low	Vernon Hills, IL	2026-10-16
Patriot Financial Group Insurance Agency, LLC	7,776	$394.9K	0.0%	Growth	Low	Walpole, MA	2026-10-14
Journey Advisory Group, LLC	7,770	$394.6K	0.0%	Core	Medium	Covington, KY	2026-11-04
Oak Grove Capital LLC	7,700	$391.1K	0.0%	Agg Growth	Low	Holderness, NH	2026-10-09
Veracity Capital LLC	7,697	$391.0K	0.1%	Growth	Low	Atlanta, GA	2026-10-08
Heritage Family Offices, LLP	7,662	$389.2K	0.1%	Growth	High	Scottsdale, AZ	2026-11-02
Hoxton Planning & Management, LLC	7,618	$386.9K	0.1%	ETF	Low	Shepherdstown, WV	2026-10-15
United Advisor Group, LLC	7,563	$384.1K	0.0%	ETF	Low	Cincinnati, OH	2026-11-03
Procyon Advisors, LLC	7,285	$370.0K	0.0%	Core	Very Low	Shelton, CT	2026-10-21
TCI Wealth Advisors, Inc.	7,229	$367.2K	0.0%	ETF	Low	Tucson, AZ	2026-10-30
MMA Asset Management LLC	7,197	$365.5K	0.1%	ETF	Medium	New York, NY	2026-11-02
Oregon Pacific Wealth Management, LLC	7,197	$365.5K	0.3%	ETF	Medium	Medford, OR	2026-10-20
Chris Bulman Inc	7,145	$362.9K	0.1%	ETF	Low	Roseville, CA	2026-10-20
Skyline Advisors, Inc.	7,065	$358.8K	0.1%	ETF	Medium	Bellingham, WA	2026-11-03
Lockerman Financial Group, Inc.	6,842	$347.5K	0.5%	ETF	Medium	Newport Beach, CA	2026-10-19
Fifth Third Securities, Inc.	6,764	$343.6K	0.0%	ETF	Low	Cincinnati, OH	2026-10-21
ETF Store, Inc.	6,615	$336.0K	0.3%	ETF	Very Low	Overland Park, KS	2026-10-19
One Wealth Capital Management, LLC	6,548	$332.6K	0.1%	Growth	Medium	Scottsdale, AZ	2026-10-23
Newport Capital Group, LLC	6,522	$336.1K	0.2%	ETF	High	Red Bank, NJ	2026-10-16
AdvisorNet Financial, Inc	6,464	$327.3K	0.0%	ETF	Low	Minnetonka, MN	2026-10-15
Syntegra Private Wealth Group, LLC	6,391	$324.6K	0.0%	ETF	Low	Chesterfield, MO	2026-10-13
Robinson Smith Wealth Advisors LLC	6,253	$317.6K	0.2%	ETF	Low	South Portland, ME	2026-10-22
Regions Financial Corp	6,227	$316.3K	0.0%	Core	Low	Birmingham, AL	2026-11-05
GC Wealth Management RIA, LLC	6,212	$315.5K	0.0%	Growth	Medium	Cambridge, MA	2026-11-02
Lido Advisors, LLC	6,152	$312.4K	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
Portfolio Resources Advisor Group, Inc.	6,070	$308.3K	0.3%	ETF	Medium	Coral Gables, FL	2026-10-20
Sellwood Investment Partners LLC	6,050	$307.3K	0.1%	ETF	Low	Portland, OR	2026-11-03
Parsons Capital Management Inc	6,029	$306.2K	0.0%	Core	Low	Providence, RI	2026-10-28
Fiduciary Alliance LLC	6,023	$305.9K	0.0%	Core	Medium	Greenville, SC	2026-10-13
First National Trust Co	6,017	$305.6K	0.0%	Growth	Low	Johnstown, PA	2026-10-28
Golden State Wealth Management, LLC	5,770	$293.1K	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02
Lantern Wealth Advisors, LLC	5,767	$292.9K	0.1%	Growth	Low	Melville, NY	2026-10-22
Apex Wealth Management, LLC	5,745	$291.8K	0.2%	ETF	Medium	Bedford, NH	2026-10-20
E&G Advisors, LLC	5,700	$289.5K	0.1%	ETF	Very Low	Houston, TX	2026-10-13
Gilliland Jeter Wealth Management LLC	5,630	$285.9K	0.1%	Growth	Very Low	Little Rock, AR	2026-10-28
Fragasso Financial Advisors Inc	5,590	$283.3K	0.0%	ETF	Low	Sewickley, PA	2026-10-13
Root Financial Partners, LLC	5,543	$281.5K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Advisory Solutions Group, LLC	5,526	$280.7K	0.1%	ETF	N/A	Plymouth, MN	2026-10-14
Flagstar Securities, Inc	5,386	$273.6K	0.1%	ETF	Very Low	New York, NY	2026-10-15
Regatta Capital Group, LLC	5,353	$271.9K	0.0%	ETF	Low	El Segundo, CA	2026-10-23
McKinley Carter Wealth Services, Inc.	5,142	$261.2K	0.0%	ETF	Medium	Wheeling, WV	2026-10-16
International Assets Investment Management, LLC	5,066	$256.1K	0.0%	Core	Very High	Orlando, FL	2026-11-02
Commerce Advisors, LLC	4,995	$253.7K	0.1%	ETF	Low	Memphis, TN	2026-10-19
Signal Advisors Wealth, LLC	4,984	$253.2K	0.0%	ETF	Low	Detroit, MI	2026-10-13
HB Wealth Management, LLC	4,983	$253.1K	0.0%	Index	Very Low	Atlanta, GA	2026-10-23
Cherry Creek Investment Advisors, Inc.	4,978	$252.8K	0.1%	Growth	Low	Englewood, CO	2026-10-14
Mosley Wealth Management	4,924	$249.6K	0.1%	ETF	High	Anaheim, CA	2026-10-16
Smith Shellnut Wilson LLC	4,905	$249.1K	0.1%	Core	Very Low	Ridgeland, MS	2026-10-21
Saxon Interests, Inc.	4,853	$246.5K	0.1%	ETF	Medium	Houston, TX	2026-10-26
Burke & Herbert Bank & Trust Co	4,775	$242.5K	0.1%	Core	Very Low	Alexandria, VA	2026-11-02
Tcfg Investment Advisors, LLC	4,723	$239.9K	0.1%	Growth	Medium	Laguna Niguel, CA	2026-10-20
Omni 360 Wealth, Inc.	4,519	$229.5K	0.1%	ETF	Low	Plainsboro, NJ	2026-10-13
John W. Brooker & Co., CPAs	4,485	$227.8K	0.3%	ETF	Medium	Oakland, CA	2026-10-21
Cooper Financial Group	4,466	$226.8K	0.0%	Growth	Medium	Irvine, CA	2026-10-07
First Financial Group Corp	4,464	$226.7K	0.2%	ETF	Low	Raleigh, NC	2026-10-22
Winthrop Advisory Group LLC	4,438	$225.4K	0.0%	ETF	Very Low	Boston, MA	2026-10-22
Citizens Financial Group Inc	4,333	$220.1K	0.0%	Growth	Low	Providence, RI	2026-10-23
Sutton Place Investors LLC	4,288	$217.8K	0.1%	ETF	Low	Armonk, NY	2026-10-20
Wealth Group Ltd	4,255	$215.2K	0.0%	ETF	Low	Eden Prairie, MN	2026-10-07
Boomfish Wealth Group, LLC	4,238	$215.2K	0.1%	Growth	Medium	Alpharetta, GA	2026-10-22
Signature Estate & Investment Advisors LLC	4,076	$207.0K	0.0%	ETF	Medium	Los Angeles, CA	2026-10-13
Dynamic Advisor Solutions LLC	4,055	$206.0K	0.0%	ETF	Low	Phoenix, AZ	2026-10-13
Pathway Financial Advisors LLC	4,037	$205.0K	0.0%	ETF	Low	South Burlington, VT	2026-10-07
Pension & Wealth Management Advisors, Inc.	3,722	$189.1K	0.0%	ETF	Low	Waltham, MA	2026-10-16
TD Waterhouse Canada Inc.	3,412	$172.5K	0.0%	Core	Low	Toronto, Australia	2026-10-16
Evolution Wealth Management Inc.	2,678	$136.0K	0.1%	ETF	Medium	Fort Myers, FL	2026-10-28
Harbor Investment Advisory, LLC	2,540	$129.0K	0.0%	Growth	Low	Lutherville, MD	2026-10-13
Lloyd Advisory Services, Llc.	2,531	$128.6K	0.0%	ETF	Very High	Suwanee, GA	2026-11-02
Signature Equity Partners, LLC	2,293	$116.5K	0.0%	Growth	Medium	Columbus, OH	2026-10-29
Retirement Wealth Solutions LLC	2,282	$115.9K	0.1%	ETF	Low	Marshfield, WI	2026-10-07
CoreCap Advisors, LLC	2,148	$109.1K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Archer Investment Corp	2,068	$105.0K	0.0%	Core	Medium	Carmel, IN	2026-11-05
Montag A & Associates Inc	2,061	$104.7K	0.0%	Core	Low	Atlanta, GA	2026-10-29
MassMutual Private Wealth & Trust, FSB	1,935	$98.3K	0.0%	Core	Low	Springfield, MA	2026-10-05
Barrett & Company, Inc.	1,731	$87.9K	0.0%	ETF	Low	Providence, RI	2026-10-22
Wells Financial Advisors Inc	1,636	$83.1K	0.8%	ETF	Very Low	Framingham, MA	2026-11-02
Key Capital Management, Inc	1,624	$82.5K	0.0%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03
Trust Co of Vermont	1,575	$80.0K	0.0%	Core	Very Low	Brattleboro, VT	2026-10-21
Kingdom Financial Group Llc.	1,566	$79.5K	0.0%	ETF	Medium	Peoria, AZ	2026-11-04
Nvwm, LLC	1,370	$69.6K	0.0%	Growth	Medium	Yardley, PA	2026-10-14
First Horizon Corp	1,350	$68.6K	0.0%	Core	Low	Memphis, TN	2026-10-26
Canton Hathaway, LLC	1,300	$66.0K	0.0%	Value	Low	Providence, RI	2026-10-23
Beacon Financial Strategies Corp	1,129	$57.3K	0.0%	ETF	Very Low	Raleigh, NC	2026-10-14
City Holding Co	1,125	$57.1K	0.0%	Core	Low	Charleston, WV	2026-10-19
William Mack & Associates, Inc.	1,055	$53.6K	0.0%	ETF	Low	Troy, MI	2026-10-27
UMB Private Wealth Management, LLC	1,047	$53.2K	0.1%	Growth	N/A	Kansas City, MO	2026-10-19
High Point Wealth Management, LLC	845	$42.9K	0.0%	ETF	Low	Chester, NJ	2026-11-05
Yankcom Partnership	817	$41.5K	0.0%	Core	Very Low	Yankton, SD	2026-10-15
Chilton Capital Management LLC	800	$40.6K	0.0%	Growth	Medium	Houston, TX	2026-10-28
Realta Investment Advisors	765	$38.9K	0.0%	Growth	Medium	Wilmington, DE	2026-10-14
Plante Moran Financial Advisors, LLC	709	$36.0K	0.0%	ETF	Very Low	Southfield, MI	2026-11-04
1620 Investment Advisors, Inc.	707	$35.9K	0.0%	Value	Low	Plymouth, MA	2026-11-04
Abound Wealth Management	670	$34.0K	0.0%	ETF	Very Low	Franklin, TN	2026-10-26
EverSource Wealth Advisors, LLC	636	$32.3K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Planning Strategies Inc.	576	$29.3K	0.0%	ETF	N/A	Lancaster, PA	2026-10-02
Montgomery Financial Services LLC	544	$27.6K	0.0%	ETF	N/A	Ocean City, MD	2026-11-03
Quest 10 Wealth Builders, Inc.	481	$24.4K	0.0%	ETF	Low	Fuquay-Varina, VA	2026-11-02
West Branch Capital LLC	474	$24.1K	0.0%	Growth	Very Low	Amherst, MA	2026-10-20
Compass Financial Management LLC	462	$23.5K	0.0%	Core	N/A	Tampa, FL	2026-10-30
Elevated Capital Advisors, LLC	346	$17.6K	0.0%	ETF	Medium	Sandy, UT	2026-11-04
Capital Advisors, Ltd. LLC	320	$16	0.0%	ETF	Low	Shaker Heights, OH	2026-10-27
Nemes Rush Group LLC	287	$14.6K	0.0%	Core	Very Low	Novi, MI	2026-11-04
Transce3nd, LLC	270	$13.7K	0.0%	Growth	Low	Buda, TX	2026-10-26
LAM Group, Inc.	240	$12.2K	0.0%	ETF	Very Low	Lake Oswego, OR	2026-10-26
NBT Bank, N.A.	213	$10.8K	0.0%	Core	Low	Norwich, NY	2026-10-21
High Note Wealth, LLC	193	$9.8K	0.0%	ETF	Very Low	Deephaven, MN	2026-10-27
Reap Financial Group, LLC	163	$8.3K	0.0%	ETF	Low	Austin, TX	2026-11-02
Sfam, LLC	160	$8.1K	0.0%	ETF	Very Low	Elmhurst, IL	2026-11-03
Advocate Investing Services LLC	154	$7.8K	0.0%	ETF	Low	Woodbine, MD	2026-10-26
Vima LLC	146	$7.4K	0.0%	Core	Low	Troy, MI	2026-10-23
Salomon & Ludwin, LLC	133	$6.8K	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
Pinnacle Bancorp, Inc.	133	$6.8K	0.0%	Core	Very Low	Beatrice, NE	2026-10-21
Cullen T Bankers, Inc.	124	$6.3K	0.0%	Growth	Low	San Antonio, TX	2026-10-28
Larson Financial Group LLC	106	$5.4K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Barnes Dennig Private Wealth Management LLC	103	$5.2K	0.0%	Core	Low	Cincinnati, OH	2026-10-30
Essential Partners LLC	100	$5.1K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Investors Research Corp	93	$4.7K	0.0%	ETF	Low	Atlanta, GA	2026-10-07
Silver Grove Financial Group, Inc.	92	$4.7K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
Dhjj Financial Advisors, Ltd.	91	$4.6K	0.0%	ETF	Very Low	Naperville, IL	2026-10-23
Capital Investment Advisory Services, LLC	89	$4.5K	0.0%	Core	Medium	Raleigh, NC	2026-10-30
Nova Financial LLC	80	$4.1K	0.0%	N/A	N/A	Tucson, AZ	2026-11-04
Fairway Wealth LLC	75	$3.8K	0.0%	ETF	Low	Independence, OH	2026-10-30
Morton Brown Family Wealth, LLC	70	$3.6K	0.0%	ETF	Very Low	Allentown, PA	2026-10-23
SJS Investment Consulting Inc.	64	$3.3K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Raleigh Capital Management Inc.	58	$2.9K	0.0%	Core	Medium	Cary, NC	2026-10-28
Rosenberg Matthew Hamilton	44	$2.2K	0.0%	ETF	Very Low	Grand Junction, CO	2026-10-05
Birchwood Financial Partners, Inc.	32	$1.6K	0.0%	ETF	Very Low	Bloomington, MN	2026-11-02
Lynch Investment Planning, LLC	17	$863	0.0%	ETF	Low	Newtown Square, PA	2026-10-27
POM Investment Strategies, LLC	7	$356	0.0%	ETF	Very High	Raleigh, NC	2026-10-20
Downshift Financial, LLC	4	$206	0.0%	ETF	Low	Boulder, CO	2026-10-13
Physician Wealth Advisors, Inc.	0	$2	0.0%	ETF	Medium	Midvale, UT	2026-10-20