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Ishrs US E F R A ETF-Usd Inc (DYNF)

CUSIP: 09290C103 | NYSE | 1179 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

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.

HolderShares% of ClassChangeEvent Datevs 13F
13GFirst Command Advisory Services, Inc.1,762,319,4685.3%New 5%+ stakeAug 31, 202662d ahead of 13F (29,895,099 sh) · +1,732,424,369
13GFirst Command Advisory Services, Inc.1,762,319,468
5.3% of class · Aug 31, 2026New 5%+ stake
62d ahead of 13F (29,895,099 sh) · +1,732,424,369

Institutional Holders — Q3 2026

Park Avenue Securities LLC7,537,527
8.7% of portfolio›$522.0M
Sagespring Wealth Partners, LLC6,781,754
7.0% of portfolio›$469.7M
Commonwealth Equity Services, LLC4,740,002
0.4% of portfolio›$328.3M
Sofi Wealth, LLC3,860,774
10.3% of portfolio›$267.4M
OpenArc Corporate Advisory, LLC3,846,334
3.0% of portfolio›$266.4M
JB Capital LLC2,509,901
5.9% of portfolio›$173.8M
Parallel Advisors, LLC2,297,179
2.1% of portfolio›$159.1M
Mirae Asset Global Investments Co., Ltd.2,155,055
0.3% of portfolio›$149.3M
Form Wealth Advisors, LLC2,039,514
15.8% of portfolio›$141.3M
Vise Technologies, Inc.1,740,443
1.0% of portfolio›$120.5M
Assetmark, Inc1,700,064
0.2% of portfolio›$117.7M
Cambridge Investment Research Advisors, Inc.1,501,475
0.6% of portfolio›$104.0M
Truist Financial Corp1,343,078
0.1% of portfolio›$93.0M
Kestra Advisory Services, LLC1,268,846
0.3% of portfolio›$87.9M
Atria Investments, Inc1,235,486
0.8% of portfolio›$85.6M
Ascent Group, LLC1,116,658
2.3% of portfolio›$77.3M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors1,089,532
3.7% of portfolio›$75.5M
Eastern Bank1,084,867
1.1% of portfolio›$75.1M
High Probability Advisors, LLC926,100
7.2% of portfolio›$64.1M
MGO One Seven LLC904,213
1.0% of portfolio›$62.6M
Hennion & Walsh Asset Management, Inc.901,754
1.8% of portfolio›$62.5M
Shepherd Financial Partners LLC888,257
4.9% of portfolio›$61.5M
Triad Wealth Partners, LLC864,663
3.3% of portfolio›$59.9M
Tennessee Valley Asset Management Partners802,120
6.1% of portfolio›$55.6M
Embree Financial Group788,599
5.3% of portfolio›$54.6M
Barings LLC767,392
0.9% of portfolio›$53.1M
Sharkey, Howes & Javer730,541
6.1% of portfolio›$50.6M
Ullmann Wealth Partners Group, LLC708,632
4.4% of portfolio›$49.1M
West Wealth Group, LLC696,279
7.5% of portfolio›$48.2M
Brookstone Capital Management655,945
0.4% of portfolio›$45.4M
Intelligence Driven Advisers, LLC645,914
7.7% of portfolio›$44.7M
Perigon Wealth Management, LLC643,781
0.7% of portfolio›$44.6M
Farther Finance Advisors, LLC634,151
0.3% of portfolio›$43.9M
Horst & Graben Wealth Management LLC625,625
5.6% of portfolio›$43.3M
Stone House Investment Management, LLC615,013
5.5% of portfolio›$42.6M
Weil Company, Inc.577,292
6.9% of portfolio›$40.0M
Integrity Alliance, Llc.576,410
1.2% of portfolio›$39.9M
Avid Wealth Partners LLC551,123
17.4% of portfolio›$38.2M
Wealth Enhancement Advisory Services, LLC541,045
0.1% of portfolio›$37.9M
Unique Wealth, LLC533,277
4.2% of portfolio›$36.9M
Patton Albertson Miller Group, LLC524,766
3.7% of portfolio›$36.3M
CFS Investment Advisory Services, LLC516,886
2.4% of portfolio›$36.5M
Concurrent Investment Advisors, LLC512,201
0.2% of portfolio›$35.5M
Diversify Advisory Services, LLC501,722
0.5% of portfolio›$34.8M
Diversify Wealth Management, LLC501,722
0.5% of portfolio›$34.8M
Insight Wealth Strategies, LLC486,949
3.3% of portfolio›$33.7M
SteelPeak Wealth, LLC467,923
0.8% of portfolio›$32.4M
Tsfg, LLC459,548
16.7% of portfolio›$31.8M
Physician Wealth Advisors, Inc.454,394
3.6% of portfolio›$31.5M
First Hawaiian Bank450,727
3.8% of portfolio›$31.2M
KWB Wealth448,281
2.7% of portfolio›$31.0M
Golden State Wealth Management, LLC447,067
2.8% of portfolio›$31.0M
Wealth Group Ltd439,142
5.7% of portfolio›$30.7M
Detalus Advisors, LLC432,087
5.9% of portfolio›$29.9M
MLG Wealth Management DBA Pine Grove Financial Group431,638
2.9% of portfolio›$29.9M
Centerline Wealth Advisors, LLC428,805
9.3% of portfolio›$29.7M
Trek Financial, LLC427,775
1.4% of portfolio›$29.6M
Strategic Blueprint, LLC423,873
1.4% of portfolio›$29.4M
Elevated Financial Group LLC419,761
8.1% of portfolio›$29.1M
McKinley Carter Wealth Services, Inc.418,125
1.5% of portfolio›$29.0M
Security Financial Services, Inc.415,254
3.8% of portfolio›$28.8M
15 Wealth Advisors LLC414,547
7.2% of portfolio›$28.7M
Citigroup Inc406,606
0.0% of portfolio›$28.2M
Financial Enhancement Group LLC402,793
3.3% of portfolio›$28.4M
Madrona Financial Services, LLC399,359
4.3% of portfolio›$27.7M
Global Wealth Strategies & Associates393,342
5.0% of portfolio›$27.2M
Mason & Associates, LLC386,509
5.5% of portfolio›$26.8M
Royal Harbor Partners, LLC383,629
8.1% of portfolio›$26.6M
Cypress Wealth Services, LLC381,713
3.2% of portfolio›$26.9M
Kestra Private Wealth Services, LLC381,412
0.3% of portfolio›$26.4M
Simplicity Wealth,LLC380,411
0.8% of portfolio›$26.3M
Beacon Financial Group371,209
2.3% of portfolio›$25.7M
Kelly Financial Services LLC370,122
5.5% of portfolio›$25.6M
Buttonwood Financial Group, LLC352,741
12.6% of portfolio›$24.9M
Midwest Capital Advisors, LLC349,214
8.7% of portfolio›$24.2M
Beacon Capital Management, LLC345,015
3.3% of portfolio›$23.9M
Swmg, LLC343,059
5.1% of portfolio›$23.5M
Central Pacific Bank - Trust Division341,241
2.5% of portfolio›$23.6M
Able Wealth Management LLC340,079
5.3% of portfolio›$23.9M
Regatta Capital Group, LLC337,475
3.0% of portfolio›$23.4M
Ashton Thomas Private Wealth, LLC335,718
0.5% of portfolio›$23.3M
Boyum Wealth Architects LLC335,432
9.5% of portfolio›$23.5M
Scissortail Wealth Management, LLC331,673
4.2% of portfolio›$23.0M
Lineweaver Wealth Advisors, LLC328,149
2.6% of portfolio›$22.7M
Founders Financial Securities LLC323,566
1.1% of portfolio›$22.4M
Apeiron RIA LLC322,483
5.1% of portfolio›$22.4M
Vigilare Wealth Management320,750
6.8% of portfolio›$22.2M
Keeler & Nadler Financial Planning & Wealth Management315,923
5.9% of portfolio›$21.9M
ShoreHaven Wealth Partners, LLC314,552
6.7% of portfolio›$21.8M
Sterling Group Wealth Management, LLC310,251
8.4% of portfolio›$21.5M
Sovran Advisors, LLC307,665
1.5% of portfolio›$21.1M
Cardinal Strategic Wealth Guidance307,376
4.8% of portfolio›$21.3M
Financial Life Advisors304,703
6.0% of portfolio›$21.1M
Hemming& Wealth Management, Inc.303,447
12.4% of portfolio›$21.0M
Crown Wealth Group, LLC298,411
5.1% of portfolio›$20.7M
One Advisory Partners, LLC298,129
5.6% of portfolio›$20.6M
Shira Ridge Wealth Management289,865
7.0% of portfolio›$20.1M
Apollon Wealth Management, LLC286,358
0.2% of portfolio›$19.8M
TSA Wealth Managment LLC285,339
5.5% of portfolio›$19.8M
Independent Financial Group, LLC279,286
0.4% of portfolio›$19.3M
4J Wealth Management LLC274,112
8.8% of portfolio›$19.0M
Claro Advisors Inc.272,668
1.8% of portfolio›$18.9M
RFG Advisory, LLC270,040
0.3% of portfolio›$18.7M
Fortitude Financial, LLC265,676
8.6% of portfolio›$18.4M
Patriot Financial Group Insurance Agency, LLC248,990
1.6% of portfolio›$17.2M
Jmac Enterprises LLC246,258
2.9% of portfolio›$17.1M
Fifth Third Wealth Advisors LLC238,628
0.4% of portfolio›$16.5M
Watershed Private Wealth LLC235,640
4.4% of portfolio›$16.3M
Blue Trust, Inc.228,122
0.2% of portfolio›$15.8M
Bay Harbor Wealth Management, LLC227,204
3.6% of portfolio›$15.7M
Joseph Group Capital Management227,117
2.8% of portfolio›$15.7M
Foundry Financial Group, Inc.225,547
6.5% of portfolio›$15.6M
Ridgeline Wealth Planning, LLC223,174
8.9% of portfolio›$15.5M
Archer Investment Management, LLC220,412
4.8% of portfolio›$15.3M
ADE, LLC220,019
6.2% of portfolio›$15.2M
VestGen Advisors, LLC219,077
0.5% of portfolio›$15.2M
Gen-Wealth Partners Inc218,925
4.3% of portfolio›$15.2M
Capital Investment Advisory Services, LLC215,561
0.9% of portfolio›$14.9M
Ascentis Independent Advisors207,759
0.8% of portfolio›$14.4M
Peak Wealth Management LLC203,795
9.6% of portfolio›$14.1M
McNaughton Wealth Management, LLC198,214
4.8% of portfolio›$13.7M
Quadrant Private Wealth Management, LLC197,838
1.8% of portfolio›$13.7M
IFP Advisors, Inc193,822
0.2% of portfolio›$13.4M
Csenge Advisory Group191,384
0.5% of portfolio›$13.3M
LiftPoint Family Wealth Advisors LLC185,993
8.7% of portfolio›$12.9M
Hobbs Wealth Management, LLC184,348
10.5% of portfolio›$12.8M
Baker Tilly Wealth Management, LLC180,695
2.5% of portfolio›$12.5M
CoreCap Advisors, LLC179,962
0.4% of portfolio›$12.5M
Focus Financial Network, Inc.178,620
0.4% of portfolio›$12.4M
Selby Wealth Management, LLC177,337
4.3% of portfolio›$12.3M
HUB Investment Partners, LLC177,216
0.2% of portfolio›$12.3M
FCG Investment Co173,928
4.0% of portfolio›$12.0M
SigFig Wealth Management, LLC173,173
0.3% of portfolio›$12.0M
Prospera Financial Services Inc173,145
0.2% of portfolio›$11.7M
Cobblestone Asset Management LLC168,533
4.7% of portfolio›$11.7M
Newport Capital Group, LLC168,324
7.8% of portfolio›$11.7M
Town Capital LLC166,080
7.3% of portfolio›$11.5M
May Hill Capital, LLC163,980
2.2% of portfolio›$11.4M
Lifelong Wealth Advisors, Inc.163,575
2.6% of portfolio›$11.3M
Hoese & Co LLP160,332
7.3% of portfolio›$11.1M
Novem Group158,721
1.1% of portfolio›$11.0M
Skyline Advisors, Inc.158,174
3.4% of portfolio›$11.0M
Etesian Wealth Advisors, Inc.157,160
3.2% of portfolio›$10.9M
Elevation Point Wealth Partners, LLC155,908
0.2% of portfolio›$10.8M
A4 Wealth Advisors LLC155,904
7.1% of portfolio›$10.8M
Redhawk Wealth Advisors, Inc.154,153
1.1% of portfolio›$10.7M
Sigma Planning Corp153,024
0.3% of portfolio›$10.6M
Rochester Wealth Strategies, LLC151,074
5.7% of portfolio›$10.5M
Summit Wealth Group LLC / Co146,764
0.6% of portfolio›$10.2M
SkyOak Wealth, LLC145,496
1.6% of portfolio›$10.1M
Cornerstone Wealth Group, LLC145,312
0.6% of portfolio›$10.1M
Pinion Investment Advisors, LLC144,352
1.8% of portfolio›$10.0M
Maia Wealth LLC143,894
1.4% of portfolio›$10.0M
BridgePort Financial Solutions, LLC143,175
2.3% of portfolio›$9.9M
Gilbert Capital Group, Inc.142,568
6.9% of portfolio›$9.9M
Valen Private Capital, LLC142,407
3.1% of portfolio›$9.9M
One Wealth Capital Management, LLC141,692
3.7% of portfolio›$9.8M
Polaris Investment Advisors, LLC140,015
6.2% of portfolio›$9.7M
Great Diamond Partners, LLC139,885
1.6% of portfolio›$9.7M
Sculati Wealth Management, LLC139,717
3.2% of portfolio›$9.8M
First Heartland Consultants, Inc.139,404
0.6% of portfolio›$9.7M
Ehrlich Financial Group139,306
5.0% of portfolio›$9.6M
Benchmark Financial Wealth Advisors, LLC138,689
2.3% of portfolio›$9.6M
Balefire, LLC138,534
1.5% of portfolio›$9.6M
Rose Capital Advisors LLC137,602
2.3% of portfolio›$9.5M
SWP Financial LLC137,164
4.4% of portfolio›$9.5M
PFG Advisors136,344
0.5% of portfolio›$9.4M
Integrated Advisors Network LLC135,735
0.4% of portfolio›$9.4M
Prime Capital Investment Advisors, LLC135,197
0.1% of portfolio›$9.4M
Client 1ST Advisory Group, LLC134,019
2.4% of portfolio›$9.3M
Cornerstone Wealth, LLC132,714
4.3% of portfolio›$9.0M
Lantz Financial LLC132,571
1.7% of portfolio›$9.2M
Annex Advisory Services, LLC131,596
0.1% of portfolio›$9.1M
Creative Planning130,945
0.0% of portfolio›$9.1M
Meriwether Wealth & Planning, LLC130,521
4.1% of portfolio›$9.0M
Cornerstone Planning Group LLC129,454
1.1% of portfolio›$9.1M
Retirement Wealth Solutions LLC124,074
4.5% of portfolio›$8.6M
Firethorn Wealth Partners, LLC123,941
2.7% of portfolio›$8.6M
B.O.S.S. Retirement Advisors, LLC123,727
2.5% of portfolio›$8.6M
Wetzel Investment Advisors, Inc.123,656
3.0% of portfolio›$8.6M
Centurion Wealth Management LLC122,234
2.0% of portfolio›$8.5M
Cyndeo Wealth Partners, LLC122,054
0.4% of portfolio›$8.5M
Heck Capital Advisors, LLC120,663
0.5% of portfolio›$8.4M
Forte Asset Management LLC118,817
3.3% of portfolio›$8.2M
Bedminster, LLC115,845
6.7% of portfolio›$8.0M
Cliftonlarsonallen Wealth Advisors, LLC115,076
0.1% of portfolio›$8.0M
Absolute Capital Management, LLC113,646
1.8% of portfolio›$7.9M
Braun-Bostich & Associates Inc.113,279
4.5% of portfolio›$7.8M
Sunrise Financial Services, LLC112,980
4.3% of portfolio›$7.8M
Wealth Quarterback LLC112,435
2.4% of portfolio›$7.8M
Optivise Advisory Services LLC110,464
3.8% of portfolio›$7.7M
Verus Capital Partners, LLC110,058
0.4% of portfolio›$7.6M
Rainier Family Wealth Inc110,057
3.9% of portfolio›$7.6M
Advus Financial Partners, LLC109,819
2.1% of portfolio›$7.6M
Goodman Advisory Group, LLC109,258
1.7% of portfolio›$7.6M
Emergent Wealth Advisors, LLC109,225
4.0% of portfolio›$7.6M
WJ Wealth Management, LLC108,021
3.0% of portfolio›$7.5M
Ashton Thomas Securities, LLC107,481
0.8% of portfolio›$7.5M
GW Henssler & Associates LTD107,196
0.3% of portfolio›$7.4M
Arch Global Advisors, LLC107,193
3.1% of portfolio›$7.4M
Uptick Partners, LLC104,068
1.0% of portfolio›$7.2M
Integrity Advisory Solutions, LLC103,251
0.8% of portfolio›$7.2M
Hoxton Planning & Management, LLC103,156
1.8% of portfolio›$7.1M
Keystone Wealth Services, LLC99,499
1.2% of portfolio›$6.9M
FFG Retirement Advisors LLC99,084
3.7% of portfolio›$6.9M
Creative Financial Designs Inc95,962
0.3% of portfolio›$6.6M
Legacy Advisory Services, LLC95,426
4.7% of portfolio›$6.6M
Arcadia Wealth Management, LLC94,374
2.0% of portfolio›$6.5M
Asset One Wealth Management LLC94,279
0.6% of portfolio›$6.5M
Beacon Financial Planning, Inc92,842
2.2% of portfolio›$6.4M
Spire Wealth Management92,580
0.2% of portfolio›$6.4M
Portfolio Resources Advisor Group, Inc.89,513
5.1% of portfolio›$6.2M
XY Planning Network, Inc.89,308
0.7% of portfolio›$6.2M
Oppenheimer & Co Inc89,144
0.1% of portfolio›$6.2M
Advisory Solutions Group, LLC88,112
1.3% of portfolio›$6.1M
Tempus Wealth Planning, LLC84,913
1.1% of portfolio›$5.9M
Armor Investment Advisors, LLC83,430
1.9% of portfolio›$5.8M
Smart Wealth LLC81,675
1.1% of portfolio›$5.7M
Curtis Advisory Group, LLC79,947
1.0% of portfolio›$5.5M
SAX Wealth Advisors, LLC79,902
0.2% of portfolio›$5.5M
Dynamic Advisor Solutions LLC79,865
0.2% of portfolio›$5.5M
Commonwealth Retirement Investments LLC79,324
1.5% of portfolio›$5.5M
Trinity Wealth Management, LLC77,862
1.7% of portfolio›$5.4M
Clear Wave Wealth Management LLC77,208
0.9% of portfolio›$5.3M
Financial Designs Corp77,180
2.8% of portfolio›$5.3M
ERn Financial, LLC76,235
0.9% of portfolio›$5.3M
Clear Creek Financial Management, LLC75,736
0.4% of portfolio›$5.2M
WealthPoint Financial, LLC74,650
3.7% of portfolio›$5.2M
Milestone Asset Management, LLC72,206
0.8% of portfolio›$5.0M
Mather Group, Llc.70,869
0.0% of portfolio›$4.9M
Zenith Solutions, Inc.69,404
4.3% of portfolio›$4.8M
Flagship Harbor Advisors, LLC67,815
0.2% of portfolio›$4.7M
Avior Wealth Management, LLC67,650
0.1% of portfolio›$4.7M
FSA Wealth Partners, Inc.64,570
1.2% of portfolio›$4.5M
B. Riley Wealth Advisors, Inc.63,741
0.2% of portfolio›$4.4M
Wavvest Wealth LLC62,586
3.5% of portfolio›$4.3M
BCU Wealth Advisors, LLC59,971
1.3% of portfolio›$4.2M
Private Client Services, LLC57,882
1.1% of portfolio›$4.0M
Connecticut Capital Management Group, LLC57,743
3.2% of portfolio›$4.0M
Caliber Wealth Management, LLC / KS56,755
0.4% of portfolio›$3.9M
Omni 360 Wealth, Inc.55,892
1.8% of portfolio›$3.9M
TD Waterhouse Canada Inc.54,365
0.0% of portfolio›$3.8M
United Advisor Group, LLC54,170
0.4% of portfolio›$3.8M
WealthPLAN Partners, LLC53,491
0.7% of portfolio›$3.7M
Private Trust Co NA53,071
0.3% of portfolio›$3.7M
FWG Investments, Llc.53,062
1.8% of portfolio›$3.7M
Alternative Investment Advisors, Llc.52,831
1.4% of portfolio›$3.7M
Tableaux LLC52,521
1.5% of portfolio›$3.6M
Two West Capital Advisors LLC50,840
1.8% of portfolio›$3.5M
AlphaCore Capital LLC50,467
0.1% of portfolio›$3.5M
Visionary Horizons, LLC50,257
1.4% of portfolio›$3.5M
Vicus Capital48,729
0.2% of portfolio›$3.4M
Wedbush Securities Inc48,027
0.2% of portfolio›$3.3M
J.M. Arbour, LLC47,959
2.7% of portfolio›$3.3M
Sanchez Gaunt Capital Management, LLC47,810
1.8% of portfolio›$3.3M
Capital Squared Financial LLC45,717
2.0% of portfolio›$3.2M
Interchange Capital Partners, LLC45,693
0.5% of portfolio›$3.2M
Signature Estate & Investment Advisors LLC45,636
0.1% of portfolio›$3.2M
PUREfi Wealth, LLC44,708
1.4% of portfolio›$3.1M
W Advisors, LLC44,521
1.3% of portfolio›$3.1M
Sutton Place Investors LLC44,327
1.4% of portfolio›$3.1M
Merkkuri Wealth Advisors LLC43,906
1.9% of portfolio›$3.0M
Titleist Asset Management, LLC43,406
0.2% of portfolio›$3.0M
RCW Management, LLC43,061
2.7% of portfolio›$3.0M
Fairvoy Private Wealth, LLC42,070
0.6% of portfolio›$2.9M
Accelerate Investment Advisors LLC42,056
1.6% of portfolio›$2.9M
Lloyd Advisory Services, Llc.41,461
1.1% of portfolio›$2.9M
Avidian Wealth Enterprises, LLC40,825
0.1% of portfolio›$2.8M
Signature Wealth Management Partners, LLC40,720
1.2% of portfolio›$2.8M
Cassilly Financial Group LLC40,184
1.9% of portfolio›$2.8M
JFS Wealth Advisors, LLC39,654
0.1% of portfolio›$2.7M
Semus Wealth Partners LLC39,413
1.2% of portfolio›$2.7M
Gilliland Jeter Wealth Management LLC39,210
0.7% of portfolio›$2.7M
Kentucky Trust Co38,926
1.3% of portfolio›$2.7M
Weaver Consulting Group38,287
0.5% of portfolio›$2.7M
Beacon Financial Advisory LLC37,932
0.5% of portfolio›$2.6M
Alterna Wealth Management, Inc37,876
1.5% of portfolio›$2.6M
Raleigh Capital Management Inc.37,383
0.8% of portfolio›$2.6M
MKT Advisors LLC37,208
0.8% of portfolio›$2.6M
Horizon Wealth Management, LLC37,032
0.3% of portfolio›$2.6M
First Citizens Financial Corp36,858
1.1% of portfolio›$2.6M
Integrated Wealth Management36,477
2.5% of portfolio›$2.5M
M Holdings Securities, Inc.35,968
0.0% of portfolio›$2.4K
Wealthcare Advisory Partners LLC35,654
0.0% of portfolio›$2.5M
Northland Securities, Inc.35,084
1.4% of portfolio›$2.4M
Signal Advisors Wealth, LLC35,072
0.1% of portfolio›$2.4M
Latitude Advisors, LLC34,262
0.7% of portfolio›$2.4M
Silverlake Wealth Management LLC33,438
0.4% of portfolio›$2.3M
Lantern Wealth Advisors, LLC32,958
1.0% of portfolio›$2.3M
Ballast Rock Private Wealth LLC31,956
1.0% of portfolio›$2.2M
Key Capital Management, Inc31,498
0.8% of portfolio›$2.2M
Onyx Bridge Wealth Group LLC31,413
0.2% of portfolio›$2.2M
Parsons Capital Management Inc31,048
0.1% of portfolio›$2.2M
Asempa Wealth Advisors31,044
1.6% of portfolio›$2.2M
Robertson Stephens Wealth Management, LLC30,608
0.1% of portfolio›$2.1M
Traveka Wealth, LLC29,611
0.6% of portfolio›$2.1M
Goldstein Advisors, LLC28,863
0.2% of portfolio›$2.0M
NWF Advisory Services Inc.28,480
0.2% of portfolio›$2.0M
RDA Financial Network27,449
0.4% of portfolio›$1.9M
Apollon Financial, LLC27,158
0.2% of portfolio›$1.9M
Avantra Family Wealth, Inc.26,484
1.1% of portfolio›$1.8M
Davenport & Co LLC26,409
0.0% of portfolio›$1.8M
ASL Financial, LLC26,369
1.2% of portfolio›$1.8M
Stackstone Wealth, LLC26,228
0.2% of portfolio›$1.8M
LifeSteps Financial, Inc.25,872
0.9% of portfolio›$1.8M
Sowell Financial Services LLC25,767
0.1% of portfolio›$1.8M
Retirement Planning Group, LLC24,865
0.0% of portfolio›$1.7M
Adirondack Trust Co24,481
0.5% of portfolio›$1.7M
Cape Investment Advisory, Inc.24,220
0.4% of portfolio›$1.7M
Fifth Third Securities, Inc.24,181
0.1% of portfolio›$1.7M
BigSur Wealth Management LLC24,173
0.4% of portfolio›$1.7M
MSH Capital Advisors LLC24,014
0.3% of portfolio›$1.7M
D.A. Davidson & Co.23,600
0.0% of portfolio›$1.6M
John W. Brooker & Co., CPAs23,392
1.8% of portfolio›$1.6M
Worth Financial Advisory Group, LLC23,309
0.7% of portfolio›$1.6M
Laurel OAK Wealth Management, LLC23,266
0.2% of portfolio›$1.6M
EverSource Wealth Advisors, LLC23,116
0.1% of portfolio›$1.6M
Richmond Investment Services, LLC23,000
0.5% of portfolio›$1.6M
Parkway Wealth Management Group, LLC22,985
0.2% of portfolio›$1.6M
Lionsbridge Wealth Management LLC22,047
1.7% of portfolio›$1.5M
Legacy Wealth Partners, LLC21,920
0.3% of portfolio›$1.5M
Avestar Capital, LLC21,777
0.1% of portfolio›$1.5M
Lido Advisors, LLC21,665
0.0% of portfolio›$1.5M
Rubicon Advisors, GP21,602
1.0% of portfolio›$1.5M
Elevated Capital Advisors, LLC21,357
0.5% of portfolio›$1.5M
Carmel Capital Partners, LLC21,274
0.5% of portfolio›$1.5M
Aegis Wealth Management, Inc.21,030
0.9% of portfolio›$1.5M
Signature Equity Partners, LLC20,605
0.5% of portfolio›$1.4M
MN Wealth Advisors, LLC20,599
0.6% of portfolio›$1.4M
Balance Wealth Partners LLC20,360
0.3% of portfolio›$1.4M
Marino, Stram & Associates LLC20,093
0.2% of portfolio›$1.4M
Flagship Private Wealth, LLC19,599
0.5% of portfolio›$1.4M
Cooper Financial Group19,427
0.1% of portfolio›$1.3M
PKS Advisory Services, LLC18,833
0.2% of portfolio›$1.3M
LexAurum Advisors, LLC18,569
0.1% of portfolio›$1.3M
Mainstream Capital Management LLC18,405
0.8% of portfolio›$1.3M
Roxbury Financial LLC17,979
1.0% of portfolio›$1.2M
Magnus Financial Group LLC17,770
0.1% of portfolio›$1.2M
Kingswood Wealth Advisors, LLC17,624
0.0% of portfolio›$1.2M
Castleview Partners, LLC17,172
0.5% of portfolio›$1.2M
Oregon Pacific Wealth Management, LLC16,135
1.0% of portfolio›$1.1M
RCS Financial Planning, LLC15,945
0.6% of portfolio›$1.1M
Mission Wealth Management, LP15,840
0.0% of portfolio›$1.1M
Sound Income Strategies, LLC15,667
0.0% of portfolio›$1.1M
Kraft, Davis & Associates, LLC15,345
0.2% of portfolio›$1.1M
Blueprint Investment Partners LLC15,297
0.1% of portfolio›$1.1M
Blueprint Financial Advisors LLC15,150
0.1% of portfolio›$1.0M
Hutchens & Kramer Investment Management Group, LLC15,132
0.3% of portfolio›$1.0M
Lockerman Financial Group, Inc.14,897
1.5% of portfolio›$1.0M
BAM Wealth Management, LLC14,821
0.6% of portfolio›$1.0M
Fulcrum Equity Management14,714
0.8% of portfolio›$1.0M
Americana Partners, LLC14,594
0.0% of portfolio›$1.0M
Quartz Partners, LLC14,519
0.3% of portfolio›$1.0M
Blue Capital, Inc.14,254
0.6% of portfolio›$987.3K
Bison Wealth, LLC13,993
0.1% of portfolio›$985.1K
Iams Wealth Management, LLC13,892
0.3% of portfolio›$962.2K
Walser Wealth Management Company, A Ltd Liability Co13,805
0.4% of portfolio›$956.2K
Riverbend Wealth Management, LLC13,663
0.4% of portfolio›$946.3K
Hazlett, Burt & Watson, Inc.13,201
0.2% of portfolio›$272.6K
Fiscal Wisdom Wealth Management, LLC12,963
1.1% of portfolio›$897.8K
Atlatl Advisers LLC12,745
0.2% of portfolio›$882.7K
Pacific Excel Wealth Advisors, Inc.12,450
1.0% of portfolio›$862.1K
Accurate Wealth Management, LLC12,215
0.1% of portfolio›$858.3K
Midwest Financial Network, LLC12,178
0.6% of portfolio›$843.5K
Spinnaker Investment Group, LLC11,896
0.1% of portfolio›$823.9K
Stirlingshire Investments, Inc.11,722
0.6% of portfolio›$811.9K
Crusonia Wealth Advisors LLC11,476
0.1% of portfolio›$794.8K
International Assets Investment Management, LLC10,350
0.0% of portfolio›$719.3K
Capital Advisors, Ltd. LLC10,284
0.3% of portfolio›$712.0K
Syntegra Private Wealth Group, LLC9,932
0.1% of portfolio›$687.9K
LongView Wealth Management9,876
0.2% of portfolio›$684.0K
Elevation Wealth Management LLC9,811
0.5% of portfolio›$679.5K
SeaCrest Wealth Management, LLC9,718
0.1% of portfolio›$673.1K
Evolution Wealth Management Inc.9,654
0.4% of portfolio›$668.6K
Strategy Asset Managers LLC9,373
0.1% of portfolio›$649.2K
WealthPlan Investment Management, LLC9,230
0.0% of portfolio›$639.3K
Patten & Patten Inc9,209
0.0% of portfolio›$637.8K
CPR Investments Inc.8,891
0.5% of portfolio›$615.8K
Bryant Woods Investment Advisors, LLC8,505
0.2% of portfolio›$589.1K
Rede Wealth, LLC8,390
0.2% of portfolio›$581.1K
Kestra Investment Management, LLC8,382
0.0% of portfolio›$580.5K
Stewardship Advisors, LLC8,307
0.1% of portfolio›$575.3K
Centennial Advisors, LLC8,300
0.7% of portfolio›$574.9K
Entrewealth, LLC8,295
0.2% of portfolio›$574.5K
Soltis Investment Advisors LLC8,256
0.0% of portfolio›$571.8K
Krilogy Financial LLC8,136
0.0% of portfolio›$572.8K
Objective Capital Management, LLC8,022
0.5% of portfolio›$555.6K
Advisor OS, LLC8,012
0.0% of portfolio›$554.9K
AA Financial Advisors, LLC8,007
0.1% of portfolio›$554.5K
Atlas Brown,Inc.7,814
0.1% of portfolio›$541.2K
TFB Advisors LLC7,621
0.2% of portfolio›$527.8K
Islay Capital Management, LLC7,604
0.2% of portfolio›$526.7K
World Equity Group, Inc.7,564
0.2% of portfolio›$523.9K
Heritage Family Offices, LLP7,553
0.2% of portfolio›$523.1K
E&G Advisors, LLC7,410
0.1% of portfolio›$513.2K
Chilton Capital Management LLC7,124
0.0% of portfolio›$493.4K
Mosley Wealth Management7,034
0.1% of portfolio›$488.5K
ADG Wealth Management Group, LLC6,842
0.3% of portfolio›$473.9K
Veracity Capital LLC6,779
0.1% of portfolio›$469.5K
Integrity Wealth Partners, LLC6,767
0.4% of portfolio›$468.7K
RHS Financial, LLC6,765
0.2% of portfolio›$468.5K
Investment Partners Asset Management, Inc.6,467
0.2% of portfolio›$447.9K
Team Financial Group, LLC6,465
0.2% of portfolio›$447.8K
Adelphi Trust Co6,091
0.3% of portfolio›$421.9K
Turtle Creek Wealth Advisors, LLC6,065
0.0% of portfolio›$420.1K
Simon Quick Advisors, LLC5,953
0.0% of portfolio›$412.3K
Winthrop Advisory Group LLC5,949
0.0% of portfolio›$412.0K
Macroview Investment Management LLC5,652
0.2% of portfolio›$391.5K
Kelly Financial Group LLC5,620
0.1% of portfolio›$389.2K
Sentinel Pension Advisors, LLC5,599
0.0% of portfolio›$387.8K
Kingdom Financial Group Llc.5,490
0.1% of portfolio›$380.3K
Global Financial Private Client, LLC5,313
0.1% of portfolio›$368.0K
AdvisorNet Financial, Inc5,282
0.0% of portfolio›$366.8K
Facet Wealth, Inc.5,272
0.0% of portfolio›$365.1K
StoneX Group Inc.5,237
0.0% of portfolio›$362.7K
MBL Wealth, LLC5,180
0.0% of portfolio›$358.8K
Vavra Capital Management, LLC4,963
0.3% of portfolio›$343.7K
Midwest Heritage Bank, FSB4,745
0.1% of portfolio›$328.6K
Tucker Asset Management LLC4,688
0.1% of portfolio›$324.7K
Cornerstone Wealth Management, LLC4,601
0.0% of portfolio›$318.7K
Westover Capital Advisors, LLC4,554
0.1% of portfolio›$315.4K
Tortuga Wealth Management, Inc4,526
0.2% of portfolio›$313.9K
Professional Financial Advisors, LLC4,497
0.1% of portfolio›$311.5K
Oak Barrel Wealth Advisory LLC4,417
0.1% of portfolio›$305.9K
Allegiance Financial Group Advisory Services LLC4,416
0.0% of portfolio›$305.9K
Scarborough Advisors, LLC4,255
1.2% of portfolio›$294.7K
Western Financial Corp4,189
0.1% of portfolio›$290.1K
Madson Wealth Advisors Inc4,078
0.2% of portfolio›$282.4K
Walkner Condon Financial Advisors LLC3,935
0.0% of portfolio›$272.5K
Bdfs Capital LLC3,807
0.1% of portfolio›$263.7K
Nicollet Investment Management, Inc.3,661
0.2% of portfolio›$254.0K
Vaquero Private Wealth, LTD3,627
0.1% of portfolio›$251.2K
Prosperity Planning, Inc.3,588
0.1% of portfolio›$248.5K
Stanich Group LLC3,575
0.1% of portfolio›$247.6K
Trail Ridge Investment Advisors, LLC3,518
0.1% of portfolio›$243.7K
Fiduciary Alliance LLC3,511
0.0% of portfolio›$243.2K
Procyon Advisors, LLC3,484
0.0% of portfolio›$241.3K
Victory Financial Group, LLC3,483
0.0% of portfolio›$241.2K
Opal Wealth Advisors, LLC3,479
0.1% of portfolio›$241.0K
Signaturefd, LLC3,461
0.0% of portfolio›$239.7K
Plan Group Financial, LLC3,457
0.0% of portfolio›$238.7K
Partners Wealth Management, LLC3,422
0.0% of portfolio›$237.0K
Galvin, Gaustad & Stein, LLC3,418
0.0% of portfolio›$236.7K
Arwa LLC3,417
0.1% of portfolio›$240.1K
Wellment Financial3,383
0.3% of portfolio›$234.3K
Redwood Financial Network Corp3,378
0.1% of portfolio›$233.9K
Donor Advised Charitable Giving, Inc.3,367
0.0% of portfolio›$233.2K
Prosperitas Financial LLC3,367
0.1% of portfolio›$233.2K
Forvis Mazars Wealth Advisors, LLC3,331
0.0% of portfolio›$230.7K
Merited Wealth, LLC3,310
0.2% of portfolio›$229.3K
Pines Wealth Management, LLC3,296
0.1% of portfolio›$228.3K
Financial Partners Group, Inc3,279
0.0% of portfolio›$227.1K
Reap Financial Group, LLC3,265
0.0% of portfolio›$226.1K
Oasis Advisors, LLC3,261
0.1% of portfolio›$225.9K
Investment Research Partners LLC3,179
0.1% of portfolio›$220.2K
Avail Investment Partners, LLC3,179
0.2% of portfolio›$220.2K
KPP Advisory Services LLC3,163
0.0% of portfolio›$219.1K
Next Level Private LLC3,157
0.0% of portfolio›$218.7K
TrueWealth Advisors, LLC3,140
0.0% of portfolio›$217.5K
Quantify Chaos Advisors, LLC3,133
0.5% of portfolio›$217.0K
Evergreen Capital Management LLC3,112
0.0% of portfolio›$215.5K
Quest 10 Wealth Builders, Inc.3,095
0.2% of portfolio›$214.4K
Amplius Wealth Advisors, LLC3,061
0.0% of portfolio›$212.0K
Axxcess Wealth Management, LLC3,042
0.0% of portfolio›$210.7K
Forteris Wealth Management Inc.2,972
0.2% of portfolio›$205.8K
Pacific Asset Management, LLC2,923
0.1% of portfolio›$202.4K
Jnba Financial Advisors2,891
0.0% of portfolio›$200.2K
Reicon Wealth Advisors, LLC2,886
0.1% of portfolio›$199.9K
Montgomery Financial Services LLC2,777
0.2% of portfolio›$192.3K
Vermillion Wealth Management, Inc.2,625
0.2% of portfolio›$181.8K
Gilpin Wealth Management, LLC2,604
0.1% of portfolio›$180.4K
Wells Financial Advisors Inc2,590
1.7% of portfolio›$179.4K
Lanark Financial, Inc.2,484
0.0% of portfolio›$172.0K
Clark Wealth Partners2,214
0.1% of portfolio›$153.3K
Harbor Investment Advisory, LLC2,202
0.0% of portfolio›$152.5K
Silver Grove Financial Group, Inc.1,694
0.1% of portfolio›$117.3K
Root Financial Partners, LLC1,356
0.0% of portfolio›$93.9K
Advocate Investing Services LLC1,348
0.1% of portfolio›$93.4K
UMB Private Wealth Management, LLC1,225
0.1% of portfolio›$84.8K
Clayton Financial Group LLC1,216
0.0% of portfolio›$84.2K
Harbor Asset Planning, Inc.1,123
0.1% of portfolio›$77.8K
Tompkins Financial Corp1,105
0.0% of portfolio›$76.5K
Abound Wealth Management1,056
0.0% of portfolio›$73.1K
Buck Wealth Strategies, LLC1,037
0.0% of portfolio›$71.8K
Laurel Wealth Advisors LLC1,000
0.0% of portfolio›$69.3K
Nfsg Corp950
0.0% of portfolio›$65.8K
GK Wealth Management LLC928
0.0% of portfolio›$64.3K
Bank & Trust Co906
0.0% of portfolio›$62.8K
Cassaday & Co Wealth Management LLC852
0.0% of portfolio›$59.0K
Westside Investment Management, Inc.781
0.0% of portfolio›$54.1K
Indiana Trust & Investment Management Co755
0.0% of portfolio›$52.3K
Yankcom Partnership747
0.0% of portfolio›$51.7K
Bokf, NA738
0.0% of portfolio›$51.1K
StrongBox Wealth, LLC720
0.0% of portfolio›$49.9K
Beacon Investment Advisory Services, Inc.701
0.0% of portfolio›$48.6K
Hurley Capital, LLC560
0.0% of portfolio›$38.8K
Asset Dedication, LLC532
0.0% of portfolio›$36.8K
Essential Partners LLC525
0.0% of portfolio›$36.4K
Nemes Rush Group LLC492
0.0% of portfolio›$34.1K
NorthAvenue LLC456
0.0% of portfolio›$31.6K
Signature Resources Capital Management, LLC439
0.0% of portfolio›$30.4K
Parkside Financial Bank & Trust414
0.0% of portfolio›$28.7K
Cullen T Bankers, Inc.376
0.0% of portfolio›$26.0K
Networth Advisors, LLC327
0.0% of portfolio›$22.6K
Center for Financial Planning, Inc.320
0.0% of portfolio›$22.2K
Godsey & Gibb, Inc307
0.0% of portfolio›$21.3K
Elyxium Wealth, LLC306
0.0% of portfolio›$21.2K
Nova Financial LLC305
0.0% of portfolio›$21.1K
Downshift Financial, LLC296
0.0% of portfolio›$20.5K
Sfam, LLC283
0.0% of portfolio›$19.6K
Compass Financial Management LLC282
0.0% of portfolio›$19.5K
Key FInancial Inc259
0.0% of portfolio›$17.9K
Transce3nd, LLC245
0.0% of portfolio›$17.0K
First Pacific Financial237
0.0% of portfolio›$16.4K
Monetary Solutions, Ltd233
0.0% of portfolio›$16.1K
Archer Investment Corp212
0.0% of portfolio›$14.7K
United Community Bank180
0.0% of portfolio›$12.5K
Trust Co of Vermont146
0.0% of portfolio›$10.1K
SJS Investment Consulting Inc.140
0.0% of portfolio›$9.7K
Wealth Enhancement Trust Services, Inc.103
0.0% of portfolio›$7.1K
Wilmington Savings Fund Society, FSB100
0.0% of portfolio›$6.9K
Avion Wealth95
0.0% of portfolio›$6
Miller Global Investments, LLC95
0.0% of portfolio›$6.6K
United Financial Planning Group LLC86
0.0% of portfolio›$6.0K
Horizon Financial Services, LLC76
0.0% of portfolio›$5.3K
Register Financial Advisors LLC66
0.0% of portfolio›$4.6K
Simplex Trading, LLC55
0.0% of portfolio›$3.8K
First Horizon Corp50
0.0% of portfolio›$3.5K
Bfsg, LLC46
0.0% of portfolio›$3.2K
NBT Bank, N.A.45
0.0% of portfolio›$3.1K
Alpine Bank Wealth Management44
0.0% of portfolio›$3.0K
Lynch Investment Planning, LLC38
0.0% of portfolio›$2.6K
Creative Capital Management Investments LLC22
0.0% of portfolio›$1.5K
Valley National Advisers Inc16
0.0% of portfolio›$1.1K
StyleTurnoverLocationFiled
Park Avenue Securities LLC
7,537,527$522.0M8.7%ETFMediumNew York, NY2026-10-26
Sagespring Wealth Partners, LLC
6,781,754$469.7M7.0%ETFLowFranklin, TN2026-10-22
Commonwealth Equity Services, LLC
4,740,002$328.3M0.4%ETFLowWaltham, MA2026-11-02
Sofi Wealth, LLC
3,860,774$267.4M10.3%ETFVery LowSan Francisco, CA2026-10-27
OpenArc Corporate Advisory, LLC
3,846,334$266.4M3.0%GrowthLowAtlanta, GA2026-10-21
JB Capital LLC
2,509,901$173.8M5.9%ETFMediumWethersfield, CT2026-10-19
Parallel Advisors, LLC
2,297,179$159.1M2.1%IndexLowSan Francisco, CA2026-11-03
Mirae Asset Global Investments Co., Ltd.
2,155,055$149.3M0.3%GrowthLowSeoul, Malaysia2026-11-03
Form Wealth Advisors, LLC
2,039,514$141.3M15.8%ETFMediumLake Geneva, WI2026-10-13
Vise Technologies, Inc.
1,740,443$120.5M1.0%IndexLowNew York, NY2026-10-29
Assetmark, Inc
1,700,064$117.7M0.2%ETFLowConcord, CA2026-10-21
Cambridge Investment Research Advisors, Inc.
1,501,475$104.0M0.6%ETFLowFairfield, IA2026-11-02
Truist Financial Corp
1,343,078$93.0M0.1%CoreLowCharlotte, NC2026-10-30
Kestra Advisory Services, LLC
1,268,846$87.9M0.3%CoreLowAustin, TX2026-11-02
Atria Investments, Inc
1,235,486$85.6M0.8%CoreMediumCharlotte, NC2026-10-15
Ascent Group, LLC
1,116,658$77.3M2.3%CoreLowVirginia Beach, VA2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
1,089,532$75.5M3.7%ETFMediumWestlake, OH2026-10-14
Eastern Bank
1,084,867$75.1M1.1%GrowthMediumBoston, MA2026-10-05
High Probability Advisors, LLC
926,100$64.1M7.2%ETFVery LowPittsford, NY2026-10-19
MGO One Seven LLC
904,213$62.6M1.0%GrowthLowBeachwood, OH2026-10-28
Hennion & Walsh Asset Management, Inc.
901,754$62.5M1.8%ValueMediumParsippany, NJ2026-10-13
Shepherd Financial Partners LLC
888,257$61.5M4.9%ETFLowWinchester, MA2026-11-03
Triad Wealth Partners, LLC
864,663$59.9M3.3%ETFMediumLawrence, KS2026-10-26
Tennessee Valley Asset Management Partners
802,120$55.6M6.1%ETFLowKnoxville, TN2026-11-03
Embree Financial Group
788,599$54.6M5.3%ETFLowChicago, IL2026-10-22
Barings LLC
767,392$53.1M0.9%ETFLowCharlotte, NC2026-10-22
Sharkey, Howes & Javer
730,541$50.6M6.1%ETFMediumDenver, CO2026-10-22
Ullmann Wealth Partners Group, LLC
708,632$49.1M4.4%ETFLowJacksonville Beach, FL2026-11-02
West Wealth Group, LLC
696,279$48.2M7.5%ETFMediumIrvine, CA2026-10-14
Brookstone Capital Management
655,945$45.4M0.4%ETFMediumWheaton, IL2026-10-22
Intelligence Driven Advisers, LLC
645,914$44.7M7.7%ETFLowCarlsbad, CA2026-10-09
Perigon Wealth Management, LLC
643,781$44.6M0.7%GrowthLowSan Francisco, CA2026-10-22
Farther Finance Advisors, LLC
634,151$43.9M0.3%IndexLowSan Francisco, CA2026-10-08
Horst & Graben Wealth Management LLC
625,625$43.3M5.6%ETFMediumPortland, OR2026-11-02
Stone House Investment Management, LLC
615,013$42.6M5.5%ETFMediumTunkhannock, PA2026-10-23
Weil Company, Inc.
577,292$40.0M6.9%ETFLowSan Diego, CA2026-10-14
Integrity Alliance, Llc.
576,410$39.9M1.2%ETFMediumUrbandale, IA2026-10-29
Avid Wealth Partners LLC
551,123$38.2M17.4%ETFMediumSan Antonio, TX2026-11-03
Wealth Enhancement Advisory Services, LLC
541,045$37.9M0.1%CoreLowPlymouth, MN2026-10-13
Unique Wealth, LLC
533,277$36.9M4.2%ETFMediumTampa, FL2026-10-16
Patton Albertson Miller Group, LLC
524,766$36.3M3.7%CoreLowChattanooga, TN2026-10-26
CFS Investment Advisory Services, LLC
516,886$36.5M2.4%ETFMediumTotowa, NJ2026-10-19
Concurrent Investment Advisors, LLC
512,201$35.5M0.2%GrowthMediumTampa, FL2026-10-16
Diversify Advisory Services, LLC
501,722$34.8M0.5%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
501,722$34.8M0.5%GrowthMediumSandy, UT2026-10-20
Insight Wealth Strategies, LLC
486,949$33.7M3.3%ETFHighSan Ramon, CA2026-10-09
SteelPeak Wealth, LLC
467,923$32.4M0.8%GrowthHighWoodland Hills, CA2026-10-16
Tsfg, LLC
459,548$31.8M16.7%ETFLowLake Forest, IL2026-10-23
Physician Wealth Advisors, Inc.
454,394$31.5M3.6%ETFMediumMidvale, UT2026-10-20
First Hawaiian Bank
450,727$31.2M3.8%ETFVery LowHonolulu, HI2026-10-14
KWB Wealth
448,281$31.0M2.7%ETFMediumRedlands, CA2026-10-16
Golden State Wealth Management, LLC
447,067$31.0M2.8%ETFMediumSanta Ana, CA2026-11-02
Wealth Group Ltd
439,142$30.7M5.7%ETFLowEden Prairie, MN2026-10-07
Detalus Advisors, LLC
432,087$29.9M5.9%ETFLowSt. Louis, MO2026-10-15
MLG Wealth Management DBA Pine Grove Financial Group
431,638$29.9M2.9%ETFMediumWoodbury, MN2026-10-13
Centerline Wealth Advisors, LLC
428,805$29.7M9.3%ETFHighLouisville, KY2026-10-15
Trek Financial, LLC
427,775$29.6M1.4%ETFHighScottsdale, AZ2026-10-29
Strategic Blueprint, LLC
423,873$29.4M1.4%ETFLowAtlanta, GA2026-10-22
Elevated Financial Group LLC
419,761$29.1M8.1%ETFMediumIndianapolis, IN2026-10-16
McKinley Carter Wealth Services, Inc.
418,125$29.0M1.5%ETFMediumWheeling, WV2026-10-16
Security Financial Services, Inc.
415,254$28.8M3.8%ETFMediumFort Wayne, IN2026-10-29
15 Wealth Advisors LLC
414,547$28.7M7.2%ETFN/AMundelein, IL2026-10-14
Citigroup Inc
406,606$28.2M0.0%CoreMediumNew York, NY2026-11-04
Financial Enhancement Group LLC
402,793$28.4M3.3%ETFMediumAnderson, IN2026-10-08
Madrona Financial Services, LLC
399,359$27.7M4.3%ETFLowEverett, WA2026-10-23
Global Wealth Strategies & Associates
393,342$27.2M5.0%ETFLowDenver, CO2026-10-02
Mason & Associates, LLC
386,509$26.8M5.5%ETFVery LowNewport News, VA2026-10-26
Royal Harbor Partners, LLC
383,629$26.6M8.1%ETFMediumHouston, TX2026-10-29
Cypress Wealth Services, LLC
381,713$26.9M3.2%ETFLowPalm Desert, CA2026-10-21
Kestra Private Wealth Services, LLC
381,412$26.4M0.3%GrowthLowAustin, TX2026-10-30
Simplicity Wealth,LLC
380,411$26.3M0.8%ETFLowSummit, NJ2026-10-23
Beacon Financial Group
371,209$25.7M2.3%ETFMediumDallas, TX2026-10-19
Kelly Financial Services LLC
370,122$25.6M5.5%ETFMediumBraintree, MA2026-10-20
Buttonwood Financial Group, LLC
352,741$24.9M12.6%ETFMediumKansas City, MO2026-10-16
Midwest Capital Advisors, LLC
349,214$24.2M8.7%ETFHighGrand Rapids, MI2026-11-04
Beacon Capital Management, LLC
345,015$23.9M3.3%ETFMediumFranklin, TN2026-10-23
Swmg, LLC
343,059$23.5M5.1%ETFMediumFort Worth, TX2026-10-23
Central Pacific Bank - Trust Division
341,241$23.6M2.5%CoreMediumHonolulu, HI2026-10-06
Able Wealth Management LLC
340,079$23.9M5.3%ETFMediumToms River, NJ2026-10-13
Regatta Capital Group, LLC
337,475$23.4M3.0%ETFLowEl Segundo, CA2026-10-23
Ashton Thomas Private Wealth, LLC
335,718$23.3M0.5%CoreMediumScottsdale, AZ2026-11-03
Boyum Wealth Architects LLC
335,432$23.5M9.5%ETFLowBloomington, MN2026-10-06
Scissortail Wealth Management, LLC
331,673$23.0M4.2%ETFLowTulsa, OK2026-11-03
Lineweaver Wealth Advisors, LLC
328,149$22.7M2.6%ETFLowValley View, OH2026-10-13
Founders Financial Securities LLC
323,566$22.4M1.1%ETFMediumTowson, MD2026-10-28
Apeiron RIA LLC
322,483$22.4M5.1%ETFMediumDallas, TX2026-10-08
Vigilare Wealth Management
320,750$22.2M6.8%ETFHighScottsdale, AZ2026-10-29
Keeler & Nadler Financial Planning & Wealth Management
315,923$21.9M5.9%ETFLowDublin, OH2026-10-28
ShoreHaven Wealth Partners, LLC
314,552$21.8M6.7%ETFMediumRed Bank, NJ2026-10-16
Sterling Group Wealth Management, LLC
310,251$21.5M8.4%ETFLowPasadena, CA2026-11-03
Sovran Advisors, LLC
307,665$21.1M1.5%ETFMediumSan Diego, CA2026-11-02
Cardinal Strategic Wealth Guidance
307,376$21.3M4.8%ETFMediumLouisville, KY2026-11-02
Financial Life Advisors
304,703$21.1M6.0%ETFLowSan Antonio, TX2026-10-14
Hemming& Wealth Management, Inc.
303,447$21.0M12.4%ETFMediumTraverse City, MI2026-10-20
Crown Wealth Group, LLC
298,411$20.7M5.1%ETFMediumCharlotte, NC2026-10-19
One Advisory Partners, LLC
298,129$20.6M5.6%ETFMediumOverland Park, KS2026-10-22
Shira Ridge Wealth Management
289,865$20.1M7.0%ETFLowLarkspur, CA2026-10-09
Apollon Wealth Management, LLC
286,358$19.8M0.2%GrowthLowMount Pleasant, SC2026-10-23
TSA Wealth Managment LLC
285,339$19.8M5.5%ETFMediumHouston, TX2026-10-22
Independent Financial Group, LLC
279,286$19.3M0.4%GrowthLowSan Diego, CA2026-10-13
4J Wealth Management LLC
274,112$19.0M8.8%ETFMediumMclean, VA2026-11-02
Claro Advisors Inc.
272,668$18.9M1.8%CoreLowBoston, MA2026-11-02
RFG Advisory, LLC
270,040$18.7M0.3%ETFMediumBirmingham, AL2026-11-03
Fortitude Financial, LLC
265,676$18.4M8.6%ETFHighSpokane, WA2026-10-19
Patriot Financial Group Insurance Agency, LLC
248,990$17.2M1.6%GrowthLowWalpole, MA2026-10-14
Jmac Enterprises LLC
246,258$17.1M2.9%ETFVery LowNewtown, PA2026-10-30
Fifth Third Wealth Advisors LLC
238,628$16.5M0.4%IndexVery LowCincinnati, OH2026-10-22
Watershed Private Wealth LLC
235,640$16.3M4.4%ETFMediumOak Brook, IL2026-10-30
Blue Trust, Inc.
228,122$15.8M0.2%ETFLowBrentwood, TN2026-10-15
Bay Harbor Wealth Management, LLC
227,204$15.7M3.6%ETFMediumHunt Valley, MD2026-11-03
Joseph Group Capital Management
227,117$15.7M2.8%ETFLowColumbus, OH2026-11-04
Foundry Financial Group, Inc.
225,547$15.6M6.5%ETFLowLaconia, NH2026-10-28
Ridgeline Wealth Planning, LLC
223,174$15.5M8.9%ETFLowCenterville, OH2026-10-29
Archer Investment Management, LLC
220,412$15.3M4.8%ETFHighAustin, TX2026-10-13
ADE, LLC
220,019$15.2M6.2%ETFLowBaltimore, MD2026-10-29
VestGen Advisors, LLC
219,077$15.2M0.5%GrowthMediumChicago, IL2026-10-27
Gen-Wealth Partners Inc
218,925$15.2M4.3%CoreLowZeeland, MI2026-11-04
Capital Investment Advisory Services, LLC
215,561$14.9M0.9%CoreMediumRaleigh, NC2026-10-30
Ascentis Independent Advisors
207,759$14.4M0.8%ETFLowDallas, TX2026-11-03
Peak Wealth Management LLC
203,795$14.1M9.6%ETFMediumNashua, NH2026-10-26
McNaughton Wealth Management, LLC
198,214$13.7M4.8%ETFLowSan Diego, CA2026-10-09
Quadrant Private Wealth Management, LLC
197,838$13.7M1.8%GrowthLowCenter Valley, PA2026-11-04
IFP Advisors, Inc
193,822$13.4M0.2%GrowthLowTampa, FL2026-10-16
Csenge Advisory Group
191,384$13.3M0.5%ETFMediumClearwater, FL2026-11-04
LiftPoint Family Wealth Advisors LLC
185,993$12.9M8.7%ETFMediumFar Hills, NJ2026-11-03
Hobbs Wealth Management, LLC
184,348$12.8M10.5%ETFLowZionsville, IN2026-10-20
Baker Tilly Wealth Management, LLC
180,695$12.5M2.5%GrowthLowMadison, WI2026-10-05
CoreCap Advisors, LLC
179,962$12.5M0.4%ETFMediumSouthfield, MI2026-10-08
Focus Financial Network, Inc.
178,620$12.4M0.4%ETFLowMinneapolis, MN2026-10-14
Selby Wealth Management, LLC
177,337$12.3M4.3%ETFVery LowEmeryville, CA2026-10-16
HUB Investment Partners, LLC
177,216$12.3M0.2%GrowthLowAustin, TX2026-11-03
FCG Investment Co
173,928$12.0M4.0%GrowthHighGermantown, TN2026-10-13
SigFig Wealth Management, LLC
173,173$12.0M0.3%ETFLowSan Francisco, CA2026-10-07
Prospera Financial Services Inc
173,145$11.7M0.2%CoreMediumDallas, TX2026-11-04
Cobblestone Asset Management LLC
168,533$11.7M4.7%ETFMediumRichmond, VA2026-10-13
Newport Capital Group, LLC
168,324$11.7M7.8%ETFHighRed Bank, NJ2026-10-16
Town Capital LLC
166,080$11.5M7.3%ETFHighBel Air, MD2026-11-03
May Hill Capital, LLC
163,980$11.4M2.2%ETFLowCohasset, MA2026-11-03
Lifelong Wealth Advisors, Inc.
163,575$11.3M2.6%ETFLowArden Hills, MN2026-10-19
Hoese & Co LLP
160,332$11.1M7.3%ETFLowGlencoe, MN2026-10-21
Novem Group
158,721$11.0M1.1%ETFMediumRochester, NY2026-10-19
Skyline Advisors, Inc.
158,174$11.0M3.4%ETFMediumBellingham, WA2026-11-03
Etesian Wealth Advisors, Inc.
157,160$10.9M3.2%ETFLowWest Linn, OR2026-10-27
Elevation Point Wealth Partners, LLC
155,908$10.8M0.2%CoreHighDenver, CO2026-11-05
A4 Wealth Advisors LLC
155,904$10.8M7.1%ETFHighHuntersville, NC2026-10-20
Redhawk Wealth Advisors, Inc.
154,153$10.7M1.1%ETFHighMinneapolis, MN2026-10-14
Sigma Planning Corp
153,024$10.6M0.3%GrowthMediumAnn Arbor, MI2026-10-23
Rochester Wealth Strategies, LLC
151,074$10.5M5.7%ETFLowRochester, MI2026-11-03
Summit Wealth Group LLC / Co
146,764$10.2M0.6%ETFHighColorado Springs, CO2026-10-29
SkyOak Wealth, LLC
145,496$10.1M1.6%ETFLowSouthfield, MI2026-10-28
Cornerstone Wealth Group, LLC
145,312$10.1M0.6%CoreMediumHuntersville, NC2026-11-02
Pinion Investment Advisors, LLC
144,352$10.0M1.8%ETFLowWichita, KS2026-11-04
Maia Wealth LLC
143,894$10.0M1.4%ETFMediumDenver, CO2026-10-19
BridgePort Financial Solutions, LLC
143,175$9.9M2.3%ETFLowFairfield, IA2026-11-02
Gilbert Capital Group, Inc.
142,568$9.9M6.9%ETFHighNorth Yarmouth, ME2026-10-28
Valen Private Capital, LLC
142,407$9.9M3.1%ETFN/APaoli, PA2026-10-23
One Wealth Capital Management, LLC
141,692$9.8M3.7%GrowthMediumScottsdale, AZ2026-10-23
Polaris Investment Advisors, LLC
140,015$9.7M6.2%ETFMediumFramingham, MA2026-10-20
Great Diamond Partners, LLC
139,885$9.7M1.6%CoreMediumPortland, ME2026-10-13
Sculati Wealth Management, LLC
139,717$9.8M3.2%CoreLowBloomfield Hills, MI2026-10-19
First Heartland Consultants, Inc.
139,404$9.7M0.6%ETFMediumLake St. Louis, MO2026-10-08
Ehrlich Financial Group
139,306$9.6M5.0%ETFHighLaguna Niguel, CA2026-10-20
Benchmark Financial Wealth Advisors, LLC
138,689$9.6M2.3%ETFLowBoca Raton, FL2026-10-20
Balefire, LLC
138,534$9.6M1.5%ETFMediumDallas, TX2026-10-09
Rose Capital Advisors LLC
137,602$9.5M2.3%ETFN/AMiami Beach, FL2026-11-04
SWP Financial LLC
137,164$9.5M4.4%ETFMediumEncinitas, CA2026-10-23
PFG Advisors
136,344$9.4M0.5%ETFMediumPhoenix, AZ2026-10-16
Integrated Advisors Network LLC
135,735$9.4M0.4%GrowthMediumDallas, TX2026-10-20
Prime Capital Investment Advisors, LLC
135,197$9.4M0.1%ETFLowOverland Park, KS2026-10-20
Client 1ST Advisory Group, LLC
134,019$9.3M2.4%ETFVery LowDunedin, FL2026-10-19
Cornerstone Wealth, LLC
132,714$9.0M4.3%ETFMediumGreeneville, TN2026-10-28
Lantz Financial LLC
132,571$9.2M1.7%ETFLowNaperville, IL2026-10-15
Annex Advisory Services, LLC
131,596$9.1M0.1%GrowthHighBrookfield, WI2026-10-16
Creative Planning
130,945$9.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Meriwether Wealth & Planning, LLC
130,521$9.0M4.1%ETFMediumMinden, LA2026-10-13
Cornerstone Planning Group LLC
129,454$9.1M1.1%ETFMediumFairfield, NJ2026-10-16
Retirement Wealth Solutions LLC
124,074$8.6M4.5%ETFLowMarshfield, WI2026-10-07
Firethorn Wealth Partners, LLC
123,941$8.6M2.7%ETFLowAugusta, GA2026-10-14
B.O.S.S. Retirement Advisors, LLC
123,727$8.6M2.5%ETFMediumLehi, UT2026-10-26
Wetzel Investment Advisors, Inc.
123,656$8.6M3.0%ETFLowIndianapolis, IN2026-10-13
Centurion Wealth Management LLC
122,234$8.5M2.0%ETFMediumMclean, VA2026-10-13
Cyndeo Wealth Partners, LLC
122,054$8.5M0.4%CoreMediumSt. Petersburg, FL2026-10-16
Heck Capital Advisors, LLC
120,663$8.4M0.5%ETFMediumRhinelander, WI2026-10-14
Forte Asset Management LLC
118,817$8.2M3.3%ETFLowBedford, NY2026-10-13
Bedminster, LLC
115,845$8.0M6.7%ETFMediumBluffton, SC2026-11-04
Cliftonlarsonallen Wealth Advisors, LLC
115,076$8.0M0.1%ETFLowMinneapolis, MN2026-10-14
Absolute Capital Management, LLC
113,646$7.9M1.8%ETFMediumPittsburgh, PA2026-10-16
Braun-Bostich & Associates Inc.
113,279$7.8M4.5%ETFMediumCanonsburg, PA2026-10-20
Sunrise Financial Services, LLC
112,980$7.8M4.3%ETFMediumBurien, WA2026-10-21
Wealth Quarterback LLC
112,435$7.8M2.4%ETFMediumToms River, NJ2026-10-20
Optivise Advisory Services LLC
110,464$7.7M3.8%ETFMediumFranklin, TN2026-10-19
Verus Capital Partners, LLC
110,058$7.6M0.4%GrowthLowScottsdale, AZ2026-11-03
Rainier Family Wealth Inc
110,057$7.6M3.9%GrowthLowTacoma, WA2026-11-02
Advus Financial Partners, LLC
109,819$7.6M2.1%ETFLowWinter Park, FL2026-10-20
Goodman Advisory Group, LLC
109,258$7.6M1.7%GrowthHighNeedham, MA2026-11-02
Emergent Wealth Advisors, LLC
109,225$7.6M4.0%ETFMediumWilliamsville, NY2026-10-09
WJ Wealth Management, LLC
108,021$7.5M3.0%ETFMediumGlendale, AZ2026-11-03
Ashton Thomas Securities, LLC
107,481$7.5M0.8%ETFMediumRochester, NY2026-10-26
GW Henssler & Associates LTD
107,196$7.4M0.3%CoreMediumKennesaw, GA2026-10-26
Arch Global Advisors, LLC
107,193$7.4M3.1%ETFLowNew York, NY2026-10-23
Uptick Partners, LLC
104,068$7.2M1.0%ETFLowNacogdoches, TX2026-11-04
Integrity Advisory Solutions, LLC
103,251$7.2M0.8%ETFMediumDallas, TX2026-10-29
Hoxton Planning & Management, LLC
103,156$7.1M1.8%ETFLowShepherdstown, WV2026-10-15
Keystone Wealth Services, LLC
99,499$6.9M1.2%ETFHighPalm Desert, CA2026-11-03
FFG Retirement Advisors LLC
99,084$6.9M3.7%ETFMediumCentennial, CO2026-10-20
Creative Financial Designs Inc
95,962$6.6M0.3%ETFMediumKokomo, IN2026-11-04
Legacy Advisory Services, LLC
95,426$6.6M4.7%ETFMediumExton, PA2026-10-20
Arcadia Wealth Management, LLC
94,374$6.5M2.0%ETFLowManchester, NH2026-10-22
Asset One Wealth Management LLC
94,279$6.5M0.6%GrowthLowBellevue, WA2026-11-02
Beacon Financial Planning, Inc
92,842$6.4M2.2%ETFVery LowHyannis, MA2026-11-04
Spire Wealth Management
92,580$6.4M0.2%GrowthMediumMclean, VA2026-10-30
Portfolio Resources Advisor Group, Inc.
89,513$6.2M5.1%ETFMediumCoral Gables, FL2026-10-20
XY Planning Network, Inc.
89,308$6.2M0.7%ETFLowBozeman, MT2026-10-14
Oppenheimer & Co Inc
89,144$6.2M0.1%CoreLowNew York, NY2026-10-26
Advisory Solutions Group, LLC
88,112$6.1M1.3%ETFN/APlymouth, MN2026-10-14
Tempus Wealth Planning, LLC
84,913$5.9M1.1%ETFMediumIrvine, CA2026-10-14
Armor Investment Advisors, LLC
83,430$5.8M1.9%ETFLowRaleigh, NC2026-10-27
Smart Wealth LLC
81,675$5.7M1.1%ETFHighOmaha, NE2026-11-04
Curtis Advisory Group, LLC
79,947$5.5M1.0%ETFLowSanta Barbara, CA2026-10-28
SAX Wealth Advisors, LLC
79,902$5.5M0.2%ETFVery LowParsippany, NJ2026-10-13
Dynamic Advisor Solutions LLC
79,865$5.5M0.2%ETFLowPhoenix, AZ2026-10-13
Commonwealth Retirement Investments LLC
79,324$5.5M1.5%CoreMediumRichmond, VA2026-10-26
Trinity Wealth Management, LLC
77,862$5.4M1.7%ETFMediumBerwyn, PA2026-10-13
Clear Wave Wealth Management LLC
77,208$5.3M0.9%ETFN/ARed Bank, NJ2026-11-04
Financial Designs Corp
77,180$5.3M2.8%ETFVery LowClaremont, CA2026-10-09
ERn Financial, LLC
76,235$5.3M0.9%ETFVery LowMiddleton, WI2026-10-28
Clear Creek Financial Management, LLC
75,736$5.2M0.4%ETFMediumSilverdale, WA2026-10-28
WealthPoint Financial, LLC
74,650$5.2M3.7%ETFMediumCramerton, NC2026-11-03
Milestone Asset Management, LLC
72,206$5.0M0.8%GrowthHighPittsburgh, PA2026-10-15
Mather Group, Llc.
70,869$4.9M0.0%ETFMediumChicago, IL2026-10-14
Zenith Solutions, Inc.
69,404$4.8M4.3%ETFN/APhiladelphia, PA2026-10-19
Flagship Harbor Advisors, LLC
67,815$4.7M0.2%ETFMediumBoston, MA2026-10-26
Avior Wealth Management, LLC
67,650$4.7M0.1%ETFMediumOmaha, NE2026-10-13
FSA Wealth Partners, Inc.
64,570$4.5M1.2%ETFHighRockville, MD2026-10-26
B. Riley Wealth Advisors, Inc.
63,741$4.4M0.2%GrowthLowMemphis, TN2026-10-13
Wavvest Wealth LLC
62,586$4.3M3.5%ETFN/AChicago, IL2026-10-21
BCU Wealth Advisors, LLC
59,971$4.2M1.3%ETFLowVernon Hills, IL2026-10-16
Private Client Services, LLC
57,882$4.0M1.1%ETFMediumLouisville, KY2026-10-02
Connecticut Capital Management Group, LLC
57,743$4.0M3.2%GrowthLowMilford, CT2026-10-29
Caliber Wealth Management, LLC / KS
56,755$3.9M0.4%ETFLowOverland Park, KS2026-11-04
Omni 360 Wealth, Inc.
55,892$3.9M1.8%ETFLowPlainsboro, NJ2026-10-13
TD Waterhouse Canada Inc.
54,365$3.8M0.0%CoreLowToronto, Australia2026-10-16
United Advisor Group, LLC
54,170$3.8M0.4%ETFLowCincinnati, OH2026-11-03
WealthPLAN Partners, LLC
53,491$3.7M0.7%CoreMediumOmaha, NE2026-10-15
Private Trust Co NA
53,071$3.7M0.3%CoreLowCleveland, OH2026-10-20
FWG Investments, Llc.
53,062$3.7M1.8%ETFMediumLexington, KY2026-11-03
Alternative Investment Advisors, Llc.
52,831$3.7M1.4%ETFMediumMaitland, FL2026-11-03
Tableaux LLC
52,521$3.6M1.5%ETFLowStockbridge, MA2026-10-23
Two West Capital Advisors LLC
50,840$3.5M1.8%ETFLowOverland Park, KS2026-10-15
AlphaCore Capital LLC
50,467$3.5M0.1%ETFLowLa Jolla, CA2026-11-04
Visionary Horizons, LLC
50,257$3.5M1.4%ETFLowKnoxville, TN2026-10-22
Vicus Capital
48,729$3.4M0.2%ETFMediumState College, PA2026-11-05
Wedbush Securities Inc
48,027$3.3M0.2%CoreLowPasadena, CA2026-10-22
J.M. Arbour, LLC
47,959$3.3M2.7%CoreHighGardiner, ME2026-11-05
Sanchez Gaunt Capital Management, LLC
47,810$3.3M1.8%ETFN/AReno, NV2026-11-03
Capital Squared Financial LLC
45,717$3.2M2.0%ETFVery LowRockville, MD2026-10-30
Interchange Capital Partners, LLC
45,693$3.2M0.5%GrowthLowPittsburgh, PA2026-10-28
Signature Estate & Investment Advisors LLC
45,636$3.2M0.1%ETFMediumLos Angeles, CA2026-10-13
PUREfi Wealth, LLC
44,708$3.1M1.4%GrowthMediumBoston, MA2026-10-19
W Advisors, LLC
44,521$3.1M1.3%CoreLowGermantown, TN2026-11-02
Sutton Place Investors LLC
44,327$3.1M1.4%ETFLowArmonk, NY2026-10-20
Merkkuri Wealth Advisors LLC
43,906$3.0M1.9%ETFMediumHicksville, NY2026-11-03
Titleist Asset Management, LLC
43,406$3.0M0.2%ETFLowSan Antonio, TX2026-10-08
RCW Management, LLC
43,061$3.0M2.7%ETFVery LowJacksonville, FL2026-10-30
Fairvoy Private Wealth, LLC
42,070$2.9M0.6%GrowthMediumBirmingham, AL2026-10-19
Accelerate Investment Advisors LLC
42,056$2.9M1.6%ETFLowAliso Viejo, CA2026-11-02
Lloyd Advisory Services, Llc.
41,461$2.9M1.1%ETFVery HighSuwanee, GA2026-11-02
Avidian Wealth Enterprises, LLC
40,825$2.8M0.1%ETFLowHouston, TX2026-10-08
Signature Wealth Management Partners, LLC
40,720$2.8M1.2%GrowthVery LowMontvale, NJ2026-10-21
Cassilly Financial Group LLC
40,184$2.8M1.9%ETFLowSeverna Park, MD2026-10-07
JFS Wealth Advisors, LLC
39,654$2.7M0.1%ETFVery LowHermitage, PA2026-11-03
Semus Wealth Partners LLC
39,413$2.7M1.2%GrowthLowBoca Raton, FL2026-10-22
Gilliland Jeter Wealth Management LLC
39,210$2.7M0.7%GrowthVery LowLittle Rock, AR2026-10-28
Kentucky Trust Co
38,926$2.7M1.3%CoreVery LowDanville, KY2026-10-15
Weaver Consulting Group
38,287$2.7M0.5%ETFLowHuntington Beach, CA2026-10-07
Beacon Financial Advisory LLC
37,932$2.6M0.5%ETFLowCleveland, OH2026-10-16
Alterna Wealth Management, Inc
37,876$2.6M1.5%ETFMediumHouston, TX2026-10-27
Raleigh Capital Management Inc.
37,383$2.6M0.8%CoreMediumCary, NC2026-10-28
MKT Advisors LLC
37,208$2.6M0.8%ETFLowCarlsbad, CA2026-10-20
Horizon Wealth Management, LLC
37,032$2.6M0.3%ETFVery HighLa Grange, IL2026-11-02
First Citizens Financial Corp
36,858$2.6M1.1%ETFLowMason City, IA2026-10-02
Integrated Wealth Management
36,477$2.5M2.5%ETFHighUniontown, OH2026-10-19
M Holdings Securities, Inc.
35,968$2.4K0.0%ETFHighPortland, OR2026-11-03
Wealthcare Advisory Partners LLC
35,654$2.5M0.0%ETFLowWest Chester, PA2026-10-21
Northland Securities, Inc.
35,084$2.4M1.4%ETFLowMinneapolis, MN2026-11-02
Signal Advisors Wealth, LLC
35,072$2.4M0.1%ETFLowDetroit, MI2026-10-13
Latitude Advisors, LLC
34,262$2.4M0.7%ETFLowYorkville, IL2026-10-27
Silverlake Wealth Management LLC
33,438$2.3M0.4%ETFLowWilliston, VT2026-10-21
Lantern Wealth Advisors, LLC
32,958$2.3M1.0%GrowthLowMelville, NY2026-10-22
Ballast Rock Private Wealth LLC
31,956$2.2M1.0%ETFMediumCharleston, SC2026-10-26
Key Capital Management, Inc
31,498$2.2M0.8%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Onyx Bridge Wealth Group LLC
31,413$2.2M0.2%ETFMediumTarrytown, NY2026-10-16
Parsons Capital Management Inc
31,048$2.2M0.1%CoreLowProvidence, RI2026-10-28
Asempa Wealth Advisors
31,044$2.2M1.6%ETFLowBaton Rouge, LA2026-10-07
Robertson Stephens Wealth Management, LLC
30,608$2.1M0.1%ETFMediumSan Francisco, CA2026-10-16
Traveka Wealth, LLC
29,611$2.1M0.6%ETFLowLos Altos, CA2026-10-19
Goldstein Advisors, LLC
28,863$2.0M0.2%ETFMediumMadison, WI2026-10-15
NWF Advisory Services Inc.
28,480$2.0M0.2%GARPLowLos Angeles, CA2026-10-19
RDA Financial Network
27,449$1.9M0.4%GrowthMediumAkron, IA2026-10-15
Apollon Financial, LLC
27,158$1.9M0.2%ETFVery LowMount Pleasant, SC2026-10-23
Avantra Family Wealth, Inc.
26,484$1.8M1.1%CoreMediumMechanicsburg, PA2026-10-20
Davenport & Co LLC
26,409$1.8M0.0%CoreMediumRichmond, VA2026-10-14
ASL Financial, LLC
26,369$1.8M1.2%ETFVery LowLos Gatos, CA2026-10-15
Stackstone Wealth, LLC
26,228$1.8M0.2%CoreN/ADubuque, IA2026-10-19
LifeSteps Financial, Inc.
25,872$1.8M0.9%ETFLowClaremont, CA2026-10-15
Sowell Financial Services LLC
25,767$1.8M0.1%CoreLowNorth Little Rock, AR2026-10-23
Retirement Planning Group, LLC
24,865$1.7M0.0%ETFVery LowLeawood, KS2026-10-19
Adirondack Trust Co
24,481$1.7M0.5%GrowthLowSaratoga Springs, NY2026-10-14
Cape Investment Advisory, Inc.
24,220$1.7M0.4%ETFLowMcdonough, GA2026-10-13
Fifth Third Securities, Inc.
24,181$1.7M0.1%ETFLowCincinnati, OH2026-10-21
BigSur Wealth Management LLC
24,173$1.7M0.4%GrowthLowMiami, FL2026-10-13
MSH Capital Advisors LLC
24,014$1.7M0.3%CoreLowScottsdale, AZ2026-11-03
D.A. Davidson & Co.
23,600$1.6M0.0%CoreLowGreat Falls, MT2026-10-28
John W. Brooker & Co., CPAs
23,392$1.6M1.8%ETFMediumOakland, CA2026-10-21
Worth Financial Advisory Group, LLC
23,309$1.6M0.7%GrowthVery LowCharlotte, NC2026-10-19
Laurel OAK Wealth Management, LLC
23,266$1.6M0.2%GrowthLowMarlton, NJ2026-10-19
EverSource Wealth Advisors, LLC
23,116$1.6M0.1%CoreMediumBirmingham, AL2026-11-04
Richmond Investment Services, LLC
23,000$1.6M0.5%ETFLowMequon, WI2026-10-29
Parkway Wealth Management Group, LLC
22,985$1.6M0.2%ETFHighPlano, TX2026-10-20
Lionsbridge Wealth Management LLC
22,047$1.5M1.7%ETFMediumJacksonville Beach, FL2026-10-26
Legacy Wealth Partners, LLC
21,920$1.5M0.3%ETFHighLakewood, CO2026-10-15
Avestar Capital, LLC
21,777$1.5M0.1%GrowthLowNew York, NY2026-10-28
Lido Advisors, LLC
21,665$1.5M0.0%GrowthLowLos Angeles, CA2026-11-04
Rubicon Advisors, GP
21,602$1.5M1.0%GrowthMediumRedding, CA2026-10-23
Elevated Capital Advisors, LLC
21,357$1.5M0.5%ETFMediumSandy, UT2026-11-04
Carmel Capital Partners, LLC
21,274$1.5M0.5%ValueMediumSan Diego, CA2026-11-03
Aegis Wealth Management, Inc.
21,030$1.5M0.9%ETFMediumGuthrie Center, IA2026-10-26
Signature Equity Partners, LLC
20,605$1.4M0.5%GrowthMediumColumbus, OH2026-10-29
MN Wealth Advisors, LLC
20,599$1.4M0.6%ETFMediumOverland Park, KS2026-10-23
Balance Wealth Partners LLC
20,360$1.4M0.3%ETFMediumWorthington, OH2026-10-27
Marino, Stram & Associates LLC
20,093$1.4M0.2%ETFVery LowBraintree, MA2026-10-22
Flagship Private Wealth, LLC
19,599$1.4M0.5%ETFLowWoburn, MA2026-11-05
Cooper Financial Group
19,427$1.3M0.1%GrowthMediumIrvine, CA2026-10-07
PKS Advisory Services, LLC
18,833$1.3M0.2%ETFMediumAlbany, NY2026-10-26
LexAurum Advisors, LLC
18,569$1.3M0.1%ETFLowOverland Park, KS2026-10-19
Mainstream Capital Management LLC
18,405$1.3M0.8%GrowthLowLos Angeles, CA2026-10-23
Roxbury Financial LLC
17,979$1.2M1.0%CoreVery LowMount Arlington, NJ2026-10-01
Magnus Financial Group LLC
17,770$1.2M0.1%ETFLowNew York, NY2026-10-21
Kingswood Wealth Advisors, LLC
17,624$1.2M0.0%GrowthLowSan Diego, CA2026-10-23
Castleview Partners, LLC
17,172$1.2M0.5%CoreMediumDallas, TX2026-10-09
Oregon Pacific Wealth Management, LLC
16,135$1.1M1.0%ETFMediumMedford, OR2026-10-20
RCS Financial Planning, LLC
15,945$1.1M0.6%ETFMediumAnnapolis, MD2026-10-14
Mission Wealth Management, LP
15,840$1.1M0.0%ETFLowSanta Barbara, CA2026-10-15
Sound Income Strategies, LLC
15,667$1.1M0.0%YieldMediumFt Lauderdale, FL2026-10-09
Kraft, Davis & Associates, LLC
15,345$1.1M0.2%ETFMediumSt. Louis, MO2026-10-21
Blueprint Investment Partners LLC
15,297$1.1M0.1%ETFMediumGreensboro, NC2026-10-28
Blueprint Financial Advisors LLC
15,150$1.0M0.1%GARPMediumGreensboto, NC2026-10-28
Hutchens & Kramer Investment Management Group, LLC
15,132$1.0M0.3%ETFLowIndianapolis, IN2026-10-16
Lockerman Financial Group, Inc.
14,897$1.0M1.5%ETFMediumNewport Beach, CA2026-10-19
BAM Wealth Management, LLC
14,821$1.0M0.6%ETFHighLakewood, CO2026-10-15
Fulcrum Equity Management
14,714$1.0M0.8%GrowthHighPlano, TX2026-10-21
Americana Partners, LLC
14,594$1.0M0.0%CoreMediumHouston, TX2026-10-28
Quartz Partners, LLC
14,519$1.0M0.3%GARPMediumSaratoga Springs, NY2026-11-03
Blue Capital, Inc.
14,254$987.3K0.6%CoreHighOmaha, NE2026-10-13
Bison Wealth, LLC
13,993$985.1K0.1%GrowthMediumAtlanta, GA2026-10-13
Iams Wealth Management, LLC
13,892$962.2K0.3%CoreMediumOmaha, NE2026-10-15
Walser Wealth Management Company, A Ltd Liability Co
13,805$956.2K0.4%GrowthHighTampa, FL2026-10-15
Riverbend Wealth Management, LLC
13,663$946.3K0.4%GrowthLowMyrtle Beach, SC2026-10-15
Hazlett, Burt & Watson, Inc.
13,201$272.6K0.2%CoreVery LowWheeling, WV2026-11-04
Fiscal Wisdom Wealth Management, LLC
12,963$897.8K1.1%ETFMediumCanton, CT2026-10-16
Atlatl Advisers LLC
12,745$882.7K0.2%Agg GrowthHighMadison, WI2026-10-22
Pacific Excel Wealth Advisors, Inc.
12,450$862.1K1.0%ETFHighWalnut Creek, CA2026-10-27
Accurate Wealth Management, LLC
12,215$858.3K0.1%CoreMediumWesley Chapel, FL2026-10-20
Midwest Financial Network, LLC
12,178$843.5K0.6%ETFHighTinley Park, IL2026-10-13
Spinnaker Investment Group, LLC
11,896$823.9K0.1%ETFLowNewport Beach, CA2026-10-13
Stirlingshire Investments, Inc.
11,722$811.9K0.6%ETFMediumNew York, NY2026-11-05
Crusonia Wealth Advisors LLC
11,476$794.8K0.1%ETFVery LowDenver, CO2026-10-26
International Assets Investment Management, LLC
10,350$719.3K0.0%CoreVery HighOrlando, FL2026-11-02
Capital Advisors, Ltd. LLC
10,284$712.0K0.3%ETFLowShaker Heights, OH2026-10-27
Syntegra Private Wealth Group, LLC
9,932$687.9K0.1%ETFLowChesterfield, MO2026-10-13
LongView Wealth Management
9,876$684.0K0.2%ETFLowAtlanta, GA2026-10-19
Elevation Wealth Management LLC
9,811$679.5K0.5%Agg GrowthLowEden Prairie, MN2026-11-02
SeaCrest Wealth Management, LLC
9,718$673.1K0.1%GrowthLowPurchase, NY2026-10-21
Evolution Wealth Management Inc.
9,654$668.6K0.4%ETFMediumFort Myers, FL2026-10-28
Strategy Asset Managers LLC
9,373$649.2K0.1%CoreLowPasadena, CA2026-10-14
WealthPlan Investment Management, LLC
9,230$639.3K0.0%GrowthMediumOmaha, NE2026-10-15
Patten & Patten Inc
9,209$637.8K0.0%CoreLowChattanooga, TN2026-10-26
CPR Investments Inc.
8,891$615.8K0.5%ETFHighRochester, MI2026-10-26
Bryant Woods Investment Advisors, LLC
8,505$589.1K0.2%ETFLowGetzville, NY2026-10-26
Rede Wealth, LLC
8,390$581.1K0.2%ValueMediumCharlottesville, VA2026-10-22
Kestra Investment Management, LLC
8,382$580.5K0.0%ETFMediumAustin, TX2026-11-04
Stewardship Advisors, LLC
8,307$575.3K0.1%ETFMediumMount Joy, PA2026-10-20
Centennial Advisors, LLC
8,300$574.9K0.7%ETFHighAustin, TX2026-10-21
Entrewealth, LLC
8,295$574.5K0.2%ETFLowAustin, TX2026-10-14
Soltis Investment Advisors LLC
8,256$571.8K0.0%CoreMediumSt. George, UT2026-10-28
Krilogy Financial LLC
8,136$572.8K0.0%GrowthLowSt. Louis, MO2026-10-13
Objective Capital Management, LLC
8,022$555.6K0.5%ETFLowFairlawn, OH2026-10-13
Advisor OS, LLC
8,012$554.9K0.0%ETFMediumChicago, IL2026-11-03
AA Financial Advisors, LLC
8,007$554.5K0.1%ETFMediumColumbus, OH2026-10-19
Atlas Brown,Inc.
7,814$541.2K0.1%GrowthLowLouisville, KY2026-10-09
TFB Advisors LLC
7,621$527.8K0.2%ETFLowOverland Park, KS2026-11-02
Islay Capital Management, LLC
7,604$526.7K0.2%ETFMediumLubbock, TX2026-10-20
World Equity Group, Inc.
7,564$523.9K0.2%GrowthMediumSchaumburg, IL2026-10-14
Heritage Family Offices, LLP
7,553$523.1K0.2%GrowthHighScottsdale, AZ2026-11-02
E&G Advisors, LLC
7,410$513.2K0.1%ETFVery LowHouston, TX2026-10-13
Chilton Capital Management LLC
7,124$493.4K0.0%GrowthMediumHouston, TX2026-10-28
Mosley Wealth Management
7,034$488.5K0.1%ETFHighAnaheim, CA2026-10-16
ADG Wealth Management Group, LLC
6,842$473.9K0.3%ETFVery LowMetairie, LA2026-10-23
Veracity Capital LLC
6,779$469.5K0.1%GrowthLowAtlanta, GA2026-10-08
Integrity Wealth Partners, LLC
6,767$468.7K0.4%ETFN/AWalnut Creek, CA2026-10-14
RHS Financial, LLC
6,765$468.5K0.2%ETFMediumSan Francisco, CA2026-10-13
Investment Partners Asset Management, Inc.
6,467$447.9K0.2%CoreLowMetuchen, NJ2026-10-09
Team Financial Group, LLC
6,465$447.8K0.2%ETFLowTemecula, CA2026-10-30
Adelphi Trust Co
6,091$421.9K0.3%GrowthLowSaint Petersburg, FL2026-10-05
Turtle Creek Wealth Advisors, LLC
6,065$420.1K0.0%GrowthLowDallas, TX2026-10-15
Simon Quick Advisors, LLC
5,953$412.3K0.0%ETFLowMorristown, NJ2026-10-26
Winthrop Advisory Group LLC
5,949$412.0K0.0%ETFVery LowBoston, MA2026-10-22
Macroview Investment Management LLC
5,652$391.5K0.2%ETFLowBethesda, MD2026-10-26
Kelly Financial Group LLC
5,620$389.2K0.1%ETFLowWethersfield, CT2026-10-16
Sentinel Pension Advisors, LLC
5,599$387.8K0.0%ETFLowWakefield, MA2026-11-02
Kingdom Financial Group Llc.
5,490$380.3K0.1%ETFMediumPeoria, AZ2026-11-04
Global Financial Private Client, LLC
5,313$368.0K0.1%GrowthLowSarasota, FL2026-10-15
AdvisorNet Financial, Inc
5,282$366.8K0.0%ETFLowMinnetonka, MN2026-10-15
Facet Wealth, Inc.
5,272$365.1K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
StoneX Group Inc.
5,237$362.7K0.0%ETFMediumNew York, NY2026-11-03
MBL Wealth, LLC
5,180$358.8K0.0%ETFLowCharlotte, NC2026-10-22
Vavra Capital Management, LLC
4,963$343.7K0.3%ETFLowCollegeville, PA2026-10-14
Midwest Heritage Bank, FSB
4,745$328.6K0.1%ETFVery LowWest Des Moines, IA2026-10-26
Tucker Asset Management LLC
4,688$324.7K0.1%ETFMediumLittleton, CO2026-10-29
Cornerstone Wealth Management, LLC
4,601$318.7K0.0%ETFVery LowSt. Peters, MO2026-11-04
Westover Capital Advisors, LLC
4,554$315.4K0.1%MomentumLowWilmington, DE2026-10-26
Tortuga Wealth Management, Inc
4,526$313.9K0.2%CoreLowTorrance, CA2026-10-27
Professional Financial Advisors, LLC
4,497$311.5K0.1%ETFMediumNorth Platte, NE2026-10-13
Oak Barrel Wealth Advisory LLC
4,417$305.9K0.1%ETFN/AReston, VA2026-11-05
Allegiance Financial Group Advisory Services LLC
4,416$305.9K0.0%ETFLowVienna, VA2026-11-02
Scarborough Advisors, LLC
4,255$294.7K1.2%ETFMediumAnnapolis, MD2026-10-16
Western Financial Corp
4,189$290.1K0.1%MomentumHighSan Diego, CA2026-10-14
Madson Wealth Advisors Inc
4,078$282.4K0.2%ETFLowSanta Rosa, CA2026-10-13
Walkner Condon Financial Advisors LLC
3,935$272.5K0.0%ETFLowVerona, WI2026-11-02
Bdfs Capital LLC
3,807$263.7K0.1%ETFLowRehoboth Beach, DE2026-10-14
Nicollet Investment Management, Inc.
3,661$254.0K0.2%CoreVery LowMinneapolis, MN2026-10-14
Vaquero Private Wealth, LTD
3,627$251.2K0.1%ETFN/ADallas, TX2026-10-27
Prosperity Planning, Inc.
3,588$248.5K0.1%ETFVery LowNorth Kansas City, MO2026-10-09
Stanich Group LLC
3,575$247.6K0.1%ETFVery LowMontauk, NY2026-10-16
Trail Ridge Investment Advisors, LLC
3,518$243.7K0.1%CoreLowFort Collins, CO2026-10-16
Fiduciary Alliance LLC
3,511$243.2K0.0%CoreMediumGreenville, SC2026-10-13
Procyon Advisors, LLC
3,484$241.3K0.0%CoreVery LowShelton, CT2026-10-21
Victory Financial Group, LLC
3,483$241.2K0.0%ETFLowAustin, TX2026-10-27
Opal Wealth Advisors, LLC
3,479$241.0K0.1%ETFLowJericho, NY2026-10-16
Signaturefd, LLC
3,461$239.7K0.0%IndexLowAtlanta, GA2026-10-23
Plan Group Financial, LLC
3,457$238.7K0.0%ETFMediumOklahoma City, OK2026-10-22
Partners Wealth Management, LLC
3,422$237.0K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Galvin, Gaustad & Stein, LLC
3,418$236.7K0.0%CoreMediumScottsdale, AZ2026-10-08
Arwa LLC
3,417$240.1K0.1%ETFMediumFort Worth, TX2026-10-21
Wellment Financial
3,383$234.3K0.3%ETFHighElmhurst, IL2026-10-28
Redwood Financial Network Corp
3,378$233.9K0.1%ETFLowSolon, OH2026-11-03
Donor Advised Charitable Giving, Inc.
3,367$233.2K0.0%Agg GrowthVery LowLone Tree, CO2026-10-28
Prosperitas Financial LLC
3,367$233.2K0.1%GrowthLowValencia, CA2026-10-28
Forvis Mazars Wealth Advisors, LLC
3,331$230.7K0.0%ETFVery LowSpringfield, MO2026-10-13
Merited Wealth, LLC
3,310$229.3K0.2%ETFMediumNorth Bay Village, FL2026-10-13
Pines Wealth Management, LLC
3,296$228.3K0.1%GrowthLowSouthern Pines, NC2026-10-21
Financial Partners Group, Inc
3,279$227.1K0.0%ETFLowOverland Park, KS2026-10-19
Reap Financial Group, LLC
3,265$226.1K0.0%ETFLowAustin, TX2026-11-02
Oasis Advisors, LLC
3,261$225.9K0.1%ETFMediumForest City, IA2026-10-16
Investment Research Partners LLC
3,179$220.2K0.1%CoreLowLemont, PA2026-10-19
Avail Investment Partners, LLC
3,179$220.2K0.2%CoreMediumLemont, PA2026-10-16
KPP Advisory Services LLC
3,163$219.1K0.0%GrowthMediumLouisville, KY2026-10-26
Next Level Private LLC
3,157$218.7K0.0%CoreVery LowHarrison, NY2026-10-20
TrueWealth Advisors, LLC
3,140$217.5K0.0%ETFMediumBirmingham, AL2026-10-09
Quantify Chaos Advisors, LLC
3,133$217.0K0.5%ETFMediumBrooklyn, NY2026-11-04
Evergreen Capital Management LLC
3,112$215.5K0.0%GARPMediumBellevue, WA2026-10-23
Quest 10 Wealth Builders, Inc.
3,095$214.4K0.2%ETFLowFuquay-Varina, VA2026-11-02
Amplius Wealth Advisors, LLC
3,061$212.0K0.0%ETFLowBlue Bell, PA2026-10-20
Axxcess Wealth Management, LLC
3,042$210.7K0.0%CoreLowCarlsbad, CA2026-10-21
Forteris Wealth Management Inc.
2,972$205.8K0.2%ETFVery LowArmonk, NY2026-10-13
Pacific Asset Management, LLC
2,923$202.4K0.1%ETFVery LowGig Harbor, WA2026-10-15
Jnba Financial Advisors
2,891$200.2K0.0%ETFMediumBloomington, MN2026-11-03
Reicon Wealth Advisors, LLC
2,886$199.9K0.1%ETFLowAtlanta, GA2026-11-04
Montgomery Financial Services LLC
2,777$192.3K0.2%ETFN/AOcean City, MD2026-11-03
Vermillion Wealth Management, Inc.
2,625$181.8K0.2%ValueLowRosemount, MN2026-10-26
Gilpin Wealth Management, LLC
2,604$180.4K0.1%GrowthLowDenver, CO2026-10-09
Wells Financial Advisors Inc
2,590$179.4K1.7%ETFVery LowFramingham, MA2026-11-02
Lanark Financial, Inc.
2,484$172.0K0.0%CoreMediumBirmingham, AL2026-10-26
Clark Wealth Partners
2,214$153.3K0.1%ETFVery LowO'Fallon, IL2026-10-19
Harbor Investment Advisory, LLC
2,202$152.5K0.0%GrowthLowLutherville, MD2026-10-13
Silver Grove Financial Group, Inc.
1,694$117.3K0.1%CoreMediumOrchard Park, NY2026-11-05
Root Financial Partners, LLC
1,356$93.9K0.0%ETFMediumEncinitas, CA2026-10-21
Advocate Investing Services LLC
1,348$93.4K0.1%ETFLowWoodbine, MD2026-10-26
UMB Private Wealth Management, LLC
1,225$84.8K0.1%GrowthN/AKansas City, MO2026-10-19
Clayton Financial Group LLC
1,216$84.2K0.0%ETFLowSt. Louis, MO2026-10-13
Harbor Asset Planning, Inc.
1,123$77.8K0.1%ETFVery LowBelmont, MA2026-10-23
Tompkins Financial Corp
1,105$76.5K0.0%CoreLowIthaca, NY2026-10-05
Abound Wealth Management
1,056$73.1K0.0%ETFVery LowFranklin, TN2026-10-26
Buck Wealth Strategies, LLC
1,037$71.8K0.0%ValueMediumDenver, CO2026-10-28
Laurel Wealth Advisors LLC
1,000$69.3K0.0%CoreVery LowCharlotte, NC2026-10-27
Nfsg Corp
950$65.8K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
GK Wealth Management LLC
928$64.3K0.0%GARPVery HighReno, NV2026-10-09
Bank & Trust Co
906$62.8K0.0%ValueVery LowLitchfield, IL2026-10-07
Cassaday & Co Wealth Management LLC
852$59.0K0.0%ETFVery LowMclean, VA2026-10-27
Westside Investment Management, Inc.
781$54.1K0.0%GrowthLowSanta Monica, CA2026-11-02
Indiana Trust & Investment Management Co
755$52.3K0.0%GrowthLowMishawaka, IN2026-10-22
Yankcom Partnership
747$51.7K0.0%CoreVery LowYankton, SD2026-10-15
Bokf, NA
738$51.1K0.0%CoreLowTulsa, OK2026-10-27
StrongBox Wealth, LLC
720$49.9K0.0%GrowthLowLee'S Summit, MO2026-11-02
Beacon Investment Advisory Services, Inc.
701$48.6K0.0%GrowthLowMorristown, NJ2026-10-13
Hurley Capital, LLC
560$38.8K0.0%GARPMediumNew York, NY2026-11-05
Asset Dedication, LLC
532$36.8K0.0%ETFLowSan Francisco, CA2026-11-03
Essential Partners LLC
525$36.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Nemes Rush Group LLC
492$34.1K0.0%CoreVery LowNovi, MI2026-11-04
NorthAvenue LLC
456$31.6K0.0%ETFVery LowColumbus, OH2026-10-29
Signature Resources Capital Management, LLC
439$30.4K0.0%ETFLowNewport Beach, CA2026-10-16
Parkside Financial Bank & Trust
414$28.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Cullen T Bankers, Inc.
376$26.0K0.0%GrowthLowSan Antonio, TX2026-10-28
Networth Advisors, LLC
327$22.6K0.0%ETFMediumCanonsburg, PA2026-11-03
Center for Financial Planning, Inc.
320$22.2K0.0%ETFLowSouthfied, MI2026-10-26
Godsey & Gibb, Inc
307$21.3K0.0%CoreLowRichmond, VA2026-10-14
Elyxium Wealth, LLC
306$21.2K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Nova Financial LLC
305$21.1K0.0%N/AN/ATucson, AZ2026-11-04
Downshift Financial, LLC
296$20.5K0.0%ETFLowBoulder, CO2026-10-13
Sfam, LLC
283$19.6K0.0%ETFVery LowElmhurst, IL2026-11-03
Compass Financial Management LLC
282$19.5K0.0%CoreN/ATampa, FL2026-10-30
Key FInancial Inc
259$17.9K0.0%ETFLowWest Chester, PA2026-11-02
Transce3nd, LLC
245$17.0K0.0%GrowthLowBuda, TX2026-10-26
First Pacific Financial
237$16.4K0.0%ETFLowVancouver, WA2026-10-14
Monetary Solutions, Ltd
233$16.1K0.0%ETFVery LowDayton, OH2026-10-22
Archer Investment Corp
212$14.7K0.0%CoreMediumCarmel, IN2026-11-05
United Community Bank
180$12.5K0.0%CoreLowGreenville, SC2026-10-28
Trust Co of Vermont
146$10.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
SJS Investment Consulting Inc.
140$9.7K0.0%ETFVery LowSylvania, OH2026-10-26
Wealth Enhancement Trust Services, Inc.
103$7.1K0.0%GrowthMediumSioux Falls, SD2026-10-07
Wilmington Savings Fund Society, FSB
100$6.9K0.0%CoreLowWilmington, DE2026-10-23
Avion Wealth
95$60.0%ETFLowThe Woodlands, TX2026-11-04
Miller Global Investments, LLC
95$6.6K0.0%ValueMediumDallas, TX2026-10-02
United Financial Planning Group LLC
86$6.0K0.0%ETFHighHauppauge, NY2026-11-04
Horizon Financial Services, LLC
76$5.3K0.0%ETFLowWinston Salem, NC2026-11-04
Register Financial Advisors LLC
66$4.6K0.0%GARPLowAtlanta, GA2026-10-23
Simplex Trading, LLC
55$3.8K0.0%CoreVery HighChicago, IL2026-11-04
First Horizon Corp
50$3.5K0.0%CoreLowMemphis, TN2026-10-26
Bfsg, LLC
46$3.2K0.0%CoreLowIrvine, CA2026-10-30
NBT Bank, N.A.
45$3.1K0.0%CoreLowNorwich, NY2026-10-21
Alpine Bank Wealth Management
44$3.0K0.0%ETFHighGrand Junction, CO2026-10-16
Lynch Investment Planning, LLC
38$2.6K0.0%ETFLowNewtown Square, PA2026-10-27
Creative Capital Management Investments LLC
22$1.5K0.0%ETFLowSan Diego, CA2026-10-28
Valley National Advisers Inc
16$1.1K0.0%ETFLowBethlehem, PA2026-10-23