Ishrs SYS ALT ACT ETF (IALT)

CUSIP: 09290C665 | NYSE | 464 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	2,961,952	1.7%	Newly reported	Jun 30, 2026	No 13F filer matched

13G/ABlackRock Portfolio Management LLC2,961,952

Institutional Holders — Q3 2026

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Park Avenue Securities LLC4,047,440

2.0% of portfolio$120.9M

Commonwealth Equity Services, LLC1,845,787

0.1% of portfolio$55.1M

Trek Financial, LLC1,470,116

2.0% of portfolio$43.9M

Cardinal Point Capital Management ULC1,324,545

2.2% of portfolio$39.6M

Kestra Advisory Services, LLC1,298,594

0.1% of portfolio$38.8M

Vise Technologies, Inc.1,155,791

0.3% of portfolio$34.5M

JB Capital LLC1,116,282

1.1% of portfolio$33.3M

Sumitomo Mitsui Trust Group, Inc.1,098,849

0.0% of portfolio$32.8M

Sharkey, Howes & Javer952,919

3.4% of portfolio$28.5M

Amplius Wealth Advisors, LLC935,066

1.9% of portfolio$27.9M

Shepherd Financial Partners LLC848,817

2.0% of portfolio$25.3M

Ascent Group, LLC828,332

0.7% of portfolio$24.7M

Truist Financial Corp707,520

0.0% of portfolio$21.1M

Horst & Graben Wealth Management LLC643,484

2.5% of portfolio$19.2M

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors570,711

0.8% of portfolio$17.0M

Security Financial Services, Inc.557,707

2.2% of portfolio$16.7M

Pettinga Financial Advisors LLC547,961

2.7% of portfolio$16.4M

CFS Investment Advisory Services, LLC540,019

1.1% of portfolio$16.2M

Goldstein Advisors, LLC529,290

1.4% of portfolio$15.8M

Integrity Alliance, Llc.528,966

0.5% of portfolio$15.8M

Tennessee Valley Asset Management Partners526,154

1.7% of portfolio$15.7M

Buttonwood Financial Group, LLC516,105

7.8% of portfolio$15.5M

Wealth Enhancement Advisory Services, LLC507,358

0.0% of portfolio$15.2M

Atria Investments, Inc483,226

0.1% of portfolio$14.4M

Cambridge Investment Research Advisors, Inc.472,724

0.1% of portfolio$14.1M

Integrity Investment Advisors, LLC432,923

5.1% of portfolio$12.9M

Stone House Investment Management, LLC421,697

1.6% of portfolio$12.6M

Archer Investment Management, LLC413,677

3.9% of portfolio$12.4M

Kelly Financial Services LLC388,331

2.5% of portfolio$11.6M

Scissortail Wealth Management, LLC375,804

2.1% of portfolio$11.2M

SteelPeak Wealth, LLC366,066

0.3% of portfolio$10.9M

Lake Street Private Wealth, LLC346,779

1.1% of portfolio$10.4M

MLG Wealth Management DBA Pine Grove Financial Group345,880

1.0% of portfolio$10.3M

Tsfg, LLC340,014

5.3% of portfolio$10.2M

KWB Wealth332,984

0.8% of portfolio$9.9M

IFP Advisors, Inc320,587

0.2% of portfolio$9.6M

Physician Wealth Advisors, Inc.301,869

1.0% of portfolio$9.0M

Assetmark, Inc294,975

0.0% of portfolio$8.8M

Ashton Thomas Private Wealth, LLC288,320

0.2% of portfolio$8.6M

Beacon Financial Group277,124

0.7% of portfolio$8.3M

AlphaCore Capital LLC269,368

0.1% of portfolio$8.0M

Diversify Advisory Services, LLC264,194

0.1% of portfolio$7.9M

Diversify Wealth Management, LLC264,194

0.1% of portfolio$7.9M

Quadrant Private Wealth Management, LLC263,162

1.0% of portfolio$7.9M

One Advisory Partners, LLC259,353

2.1% of portfolio$7.7M

Trinity Wealth Management, LLC259,113

2.5% of portfolio$7.7M

Concurrent Investment Advisors, LLC238,166

0.0% of portfolio$7.1M

ShoreHaven Wealth Partners, LLC232,622

2.1% of portfolio$6.9M

Farther Finance Advisors, LLC229,078

0.0% of portfolio$6.8M

Braun-Bostich & Associates Inc.219,078

3.7% of portfolio$6.5M

Citigroup Inc215,421

0.0% of portfolio$6.4M

15 Wealth Advisors LLC214,523

1.6% of portfolio$6.4M

Embree Financial Group212,339

0.6% of portfolio$6.3M

TSA Wealth Managment LLC206,302

1.7% of portfolio$6.2M

Spinnaker Investment Group, LLC204,726

1.0% of portfolio$6.1M

Apeiron RIA LLC202,574

1.4% of portfolio$6.0M

Midwest Capital Advisors, LLC200,415

2.1% of portfolio$6.0M

Brookstone Capital Management192,597

0.1% of portfolio$5.8M

A4 Wealth Advisors LLC190,444

3.7% of portfolio$5.7M

Plancorp, LLC188,131

0.1% of portfolio$5.5M

Detalus Advisors, LLC186,343

1.1% of portfolio$5.6M

WJ Wealth Management, LLC180,155

2.2% of portfolio$5.4M

Bay Harbor Wealth Management, LLC170,686

1.2% of portfolio$5.1M

Simplicity Wealth,LLC166,784

0.1% of portfolio$5.0M

West Wealth Group, LLC166,783

0.8% of portfolio$5.0M

Sofi Wealth, LLC163,868

0.2% of portfolio$4.9M

Cobblestone Asset Management LLC162,033

1.9% of portfolio$4.8M

Cypress Wealth Services, LLC161,572

0.6% of portfolio$4.9M

Ehrlich Financial Group154,442

2.4% of portfolio$4.6M

SigFig Wealth Management, LLC152,769

0.1% of portfolio$4.6M

Onyx Bridge Wealth Group LLC150,317

0.4% of portfolio$4.5M

Blue Trust, Inc.146,795

0.0% of portfolio$4.4M

Skyline Advisors, Inc.143,116

1.3% of portfolio$4.3M

Peak Wealth Management LLC139,445

2.8% of portfolio$4.2M

Corrado Advisors, LLC138,883

2.0% of portfolio$4.1M

Focus Financial Network, Inc.136,275

0.1% of portfolio$4.1M

Creative Financial Designs Inc135,138

0.2% of portfolio$4.0M

Bedminster, LLC128,101

3.2% of portfolio$3.8M

Claro Advisors Inc.126,989

0.4% of portfolio$3.8M

Wealth Quarterback LLC125,572

1.1% of portfolio$3.7M

Avid Wealth Partners LLC122,465

1.7% of portfolio$3.7M

Newport Capital Group, LLC121,796

2.4% of portfolio$3.6M

Golden State Wealth Management, LLC120,401

0.3% of portfolio$3.6M

Uptick Partners, LLC119,923

0.5% of portfolio$3.6M

Balefire, LLC118,227

0.6% of portfolio$3.5M

Independent Financial Group, LLC117,557

0.1% of portfolio$3.5M

FFG Retirement Advisors LLC116,113

1.8% of portfolio$3.5M

Security National Bank115,329

0.4% of portfolio$3.4M

Csenge Advisory Group112,782

0.1% of portfolio$3.4M

Sovran Advisors, LLC110,943

0.2% of portfolio$3.3M

Wetzel Investment Advisors, Inc.110,313

1.1% of portfolio$3.3M

Town Capital LLC110,021

2.1% of portfolio$3.3M

VestGen Advisors, LLC107,598

0.1% of portfolio$3.2M

Redhawk Wealth Advisors, Inc.105,730

0.3% of portfolio$3.2M

PFG Advisors104,759

0.2% of portfolio$3.1M

Mather Group, Llc.98,643

0.0% of portfolio$2.9M

Cornerstone Planning Group LLC95,811

0.4% of portfolio$2.9M

SWP Financial LLC93,595

1.3% of portfolio$2.8M

Asset One Wealth Management LLC93,348

0.2% of portfolio$2.8M

Hoxton Planning & Management, LLC93,287

0.7% of portfolio$2.8M

Arch Global Advisors, LLC92,792

1.2% of portfolio$2.8M

Patriot Financial Group Insurance Agency, LLC89,442

0.3% of portfolio$2.7M

Apollon Wealth Management, LLC86,972

0.0% of portfolio$2.6M

Fifth Third Wealth Advisors LLC83,346

0.1% of portfolio$2.5M

Beacon Capital Management, LLC82,184

0.3% of portfolio$2.5M

Ashton Thomas Securities, LLC81,948

0.3% of portfolio$2.4M

RFG Advisory, LLC76,995

0.0% of portfolio$2.3M

One Wealth Capital Management, LLC74,851

0.8% of portfolio$2.2M

Tempus Wealth Planning, LLC74,738

0.4% of portfolio$2.2M

Milestone Asset Management, LLC74,019

0.4% of portfolio$2.2M

MGO One Seven LLC73,653

0.0% of portfolio$2.2M

Centurion Wealth Management LLC71,982

0.5% of portfolio$2.1M

Catalyst Private Wealth, LLC69,814

0.9% of portfolio$2.1M

Lifelong Wealth Advisors, Inc.68,497

0.5% of portfolio$2.0M

Wealthcare Advisory Partners LLC66,123

0.0% of portfolio$2.0M

Alterna Wealth Management, Inc61,419

1.0% of portfolio$1.8M

Verus Capital Partners, LLC61,058

0.1% of portfolio$1.8M

Pinion Investment Advisors, LLC60,784

0.3% of portfolio$1.8M

Integrated Advisors Network LLC60,741

0.1% of portfolio$1.8M

B.O.S.S. Retirement Advisors, LLC59,424

0.5% of portfolio$1.8M

Portfolio Resources Advisor Group, Inc.57,543

1.4% of portfolio$1.7M

Hyposwiss Advisors SA55,940

1.6% of portfolio$1.7M

Strategic Blueprint, LLC54,285

0.1% of portfolio$1.6M

Signature Estate & Investment Advisors LLC53,135

0.0% of portfolio$1.6M

Insight Wealth Strategies, LLC52,868

0.2% of portfolio$1.6M

Atlatl Advisers LLC52,855

0.4% of portfolio$1.6M

Integrity Advisory Solutions, LLC52,710

0.2% of portfolio$1.6M

WealthPLAN Partners, LLC52,541

0.3% of portfolio$1.6M

Polaris Investment Advisors, LLC52,206

1.0% of portfolio$1.6M

XY Planning Network, Inc.52,195

0.2% of portfolio$1.6M

Kestra Private Wealth Services, LLC50,941

0.0% of portfolio$1.5M

Sigma Planning Corp50,841

0.0% of portfolio$1.5M

WealthPoint Financial, LLC50,695

1.1% of portfolio$1.5M

Able Wealth Management LLC49,611

0.3% of portfolio$1.5M

Swmg, LLC49,540

0.3% of portfolio$1.5M

BCU Wealth Advisors, LLC47,750

0.5% of portfolio$1.4M

Cassilly Financial Group LLC46,212

0.9% of portfolio$1.4M

Optivise Advisory Services LLC45,954

0.7% of portfolio$1.4M

Gen-Wealth Partners Inc45,538

0.4% of portfolio$1.4M

Fiduciary Alliance LLC44,259

0.1% of portfolio$1.3M

Rede Wealth, LLC44,066

0.4% of portfolio$1.3M

B. Riley Wealth Advisors, Inc.43,782

0.1% of portfolio$1.3M

Oak Grove Capital LLC43,000

0.1% of portfolio$1.3M

Silverlake Wealth Management LLC42,635

0.2% of portfolio$1.3M

Firethorn Wealth Partners, LLC41,813

0.4% of portfolio$1.2M

Integrated Wealth Management41,319

1.2% of portfolio$1.2M

Maia Wealth LLC39,964

0.2% of portfolio$1.2M

Two West Capital Advisors LLC37,330

0.6% of portfolio$1.1M

Absolute Capital Management, LLC36,829

0.3% of portfolio$1.1M

CoreCap Advisors, LLC36,430

0.0% of portfolio$1.1M

JFS Wealth Advisors, LLC35,251

0.1% of portfolio$1.1M

Basso Capital Management, L.P.34,240

0.2% of portfolio$1.0M

Asempa Wealth Advisors34,062

0.8% of portfolio$1.0M

First Heartland Consultants, Inc.33,639

0.1% of portfolio$1.0M

Parallel Advisors, LLC31,850

0.0% of portfolio$951.0K

Triton Wealth Management, Pllc31,225

0.3% of portfolio$919.7K

Hobbs Wealth Management, LLC30,861

0.8% of portfolio$921.5K

Elevated Financial Group LLC30,854

0.3% of portfolio$921.3K

Retirement Wealth Solutions LLC30,649

0.5% of portfolio$915.2K

RDA Financial Network30,510

0.2% of portfolio$911.0K

United Advisor Group, LLC29,537

0.1% of portfolio$882.0K

OpenArc Corporate Advisory, LLC28,540

0.0% of portfolio$852.2K

Sanchez Gaunt Capital Management, LLC28,490

0.5% of portfolio$850.7K

Ascentis Independent Advisors28,354

0.0% of portfolio$846.5K

FWG Investments, Llc.27,821

0.4% of portfolio$830.7K

Lantern Wealth Advisors, LLC27,513

0.4% of portfolio$821.5K

Parkway Wealth Management Group, LLC27,482

0.1% of portfolio$820.6K

Private Trust Co NA27,193

0.1% of portfolio$812.0K

LongView Wealth Management27,111

0.2% of portfolio$809.5K

Key Capital Management, Inc26,663

0.3% of portfolio$796.2K

Merkkuri Wealth Advisors LLC26,246

0.5% of portfolio$783.7K

Legacy Advisory Services, LLC25,122

0.5% of portfolio$750.1K

Flagship Harbor Advisors, LLC25,050

0.0% of portfolio$748.0K

Accelerate Investment Advisors LLC24,427

0.4% of portfolio$729.4K

SAX Wealth Advisors, LLC23,875

0.0% of portfolio$712.9K

Elevated Capital Advisors, LLC23,167

0.2% of portfolio$691.8K

MKT Advisors LLC22,893

0.2% of portfolio$684.7K

Range Financial Group LLC22,747

0.2% of portfolio$679.2K

Latitude Advisors, LLC22,321

0.2% of portfolio$666.5K

Selby Wealth Management, LLC22,111

0.2% of portfolio$660.2K

Ascentis Wealth Management, LLC22,044

0.1% of portfolio$658.2K

Beacon Financial Advisory LLC21,373

0.1% of portfolio$638.2K

BOS Asset Management, LLC21,310

0.1% of portfolio$636.3K

Sutton Place Investors LLC21,242

0.3% of portfolio$634.3K

Kingdom Financial Group Llc.20,850

0.2% of portfolio$622.6K

LifeSteps Financial, Inc.20,812

0.3% of portfolio$621.4K

Signal Advisors Wealth, LLC20,665

0.0% of portfolio$617.1K

Titleist Asset Management, LLC20,443

0.0% of portfolio$610.4K

Rose Capital Advisors LLC20,110

0.1% of portfolio$600.5K

Sierra Ocean, LLC19,171

0.4% of portfolio$572.4K

W Advisors, LLC19,061

0.2% of portfolio$569.2K

Lloyd Advisory Services, Llc.18,960

0.2% of portfolio$566.1K

Boyum Wealth Architects LLC18,814

0.2% of portfolio$563.9K

BigSur Wealth Management LLC17,800

0.1% of portfolio$531.5K

Davenport & Co LLC17,112

0.0% of portfolio$511.0K

Decker Retirement Planning Inc.16,939

0.2% of portfolio$505.8K

Quantify Chaos Advisors, LLC16,484

1.1% of portfolio$492.2K

Perigon Wealth Management, LLC15,559

0.0% of portfolio$464.6K

Oregon Pacific Wealth Management, LLC15,517

0.4% of portfolio$463.3K

Fiscal Wisdom Wealth Management, LLC14,885

0.5% of portfolio$444.5K

Avidian Wealth Enterprises, LLC14,866

0.0% of portfolio$443.9K

Harbor Capital Advisors, Inc.14,638

0.1% of portfolio$437.0K

Keystone Wealth Services, LLC14,540

0.1% of portfolio$433.3K

Avantra Family Wealth, Inc.14,499

0.3% of portfolio$432.9K

Pacific Excel Wealth Advisors, Inc.14,388

0.5% of portfolio$429.4K

Castleview Partners, LLC14,276

0.2% of portfolio$426.3K

First Hawaiian Bank14,218

0.1% of portfolio$424.5K

Wedbush Securities Inc14,210

0.0% of portfolio$424.0K

Gilliland Jeter Wealth Management LLC13,984

0.1% of portfolio$417.6K

Blue Capital, Inc.13,909

0.3% of portfolio$415.3K

Cape Investment Advisory, Inc.13,749

0.1% of portfolio$410.5K

Strategy Asset Managers LLC13,465

0.1% of portfolio$402.1K

Kingswood Wealth Advisors, LLC13,242

0.0% of portfolio$395.4K

LiftPoint Family Wealth Advisors LLC13,091

0.3% of portfolio$390.9K

M Holdings Securities, Inc.12,973

0.0% of portfolio$382

WealthBridge Capital Management, LLC12,972

0.1% of portfolio$387.3K

Legacy Wealth Partners, LLC12,822

0.1% of portfolio$382.9K

Zenith Solutions, Inc.12,730

0.3% of portfolio$380.1K

Richmond Investment Services, LLC12,720

0.1% of portfolio$379.8K

Signature Equity Partners, LLC12,189

0.1% of portfolio$364.0K

Fulcrum Equity Management11,731

0.3% of portfolio$350.3K

Arcadia Wealth Management, LLC11,682

0.1% of portfolio$348.8K

BridgePort Financial Solutions, LLC10,668

0.1% of portfolio$318.5K

Lockerman Financial Group, Inc.10,560

0.5% of portfolio$315.3K

MSH Capital Advisors LLC10,235

0.0% of portfolio$305.6K

Smart Wealth LLC10,073

0.1% of portfolio$300.8K

McHugh Group, LLC10,000

0.1% of portfolio$298.6K

Quartz Partners, LLC9,777

0.1% of portfolio$292.0K

Ables, Iannone, Moore & Associates, Inc.9,292

0.1% of portfolio$277.5K

Hutchens & Kramer Investment Management Group, LLC9,269

0.1% of portfolio$276.8K

Cap Partners, LLC9,159

0.1% of portfolio$273.5K

Centennial Advisors, LLC9,007

0.3% of portfolio$269.0K

BAM Wealth Management, LLC8,936

0.1% of portfolio$266.8K

EverSource Wealth Advisors, LLC8,782

0.0% of portfolio$262.2K

LS Investment Advisors, LLC8,665

0.0% of portfolio$258.7K

Midwest Financial Network, LLC8,638

0.2% of portfolio$257.9K

Semus Wealth Partners LLC8,585

0.1% of portfolio$256.3K

Caliber Wealth Management, LLC / KS8,514

0.0% of portfolio$254.2K

Chicago Partners Investment Group LLC8,231

0.0% of portfolio$244.2K

Raleigh Capital Management Inc.8,218

0.1% of portfolio$245.4K

Sowell Financial Services LLC7,970

0.0% of portfolio$238.0K

Omni 360 Wealth, Inc.7,933

0.1% of portfolio$236.9K

Accurate Wealth Management, LLC7,706

0.0% of portfolio$231.2K

Creative Planning7,504

0.0% of portfolio$224.1K

Wells Financial Advisors Inc7,120

2.0% of portfolio$212.6K

Aegis Wealth Management, Inc.7,082

0.1% of portfolio$211.5K

Gateway Investment Advisers LLC6,731

0.0% of portfolio$201.0K

Chilton Capital Management LLC5,661

0.0% of portfolio$169.0K

Montgomery Financial Services LLC3,939

0.1% of portfolio$117.6K

Gilpin Wealth Management, LLC2,441

0.0% of portfolio$72.9K

UMB Private Wealth Management, LLC2,336

0.1% of portfolio$69.8K

Heritage Family Offices, LLP2,258

0.0% of portfolio$67.4K

Quest 10 Wealth Builders, Inc.1,538

0.0% of portfolio$45.9K

Evolution Wealth Management Inc.1,008

0.0% of portfolio$30.1K

Lanark Financial, Inc.581

0.0% of portfolio$17.3K

Harbor Investment Advisory, LLC478

0.0% of portfolio$14.3K

Networth Advisors, LLC433

0.0% of portfolio$12.9K

SJS Investment Consulting Inc.209

0.0% of portfolio$6.2K

Horizon Financial Services, LLC201

0.0% of portfolio$6.0K

Beacon Investment Advisory Services, Inc.176

0.0% of portfolio$5.3K

Team Financial Group, LLC132

0.0% of portfolio$3.9K

NBT Bank, N.A.113

0.0% of portfolio$3.4K

Cullen T Bankers, Inc.110

0.0% of portfolio$3.3K

Essential Partners LLC107

0.0% of portfolio$3.2K

Lynch Investment Planning, LLC45

0.0% of portfolio$1.3K

Parkside Financial Bank & Trust35

0.0% of portfolio$1.0K

Compass Financial Management LLC28

0.0% of portfolio$836

Downshift Financial, LLC17

0.0% of portfolio$508

				Style	Turnover	Location	Filed
Park Avenue Securities LLC	4,047,440	$120.9M	2.0%	ETF	Medium	New York, NY	2026-10-26
Commonwealth Equity Services, LLC	1,845,787	$55.1M	0.1%	ETF	Low	Waltham, MA	2026-11-02
Trek Financial, LLC	1,470,116	$43.9M	2.0%	ETF	High	Scottsdale, AZ	2026-10-29
Cardinal Point Capital Management ULC	1,324,545	$39.6M	2.2%	Value	Low	Toronto, Australia	2026-10-21
Kestra Advisory Services, LLC	1,298,594	$38.8M	0.1%	Core	Low	Austin, TX	2026-11-02
Vise Technologies, Inc.	1,155,791	$34.5M	0.3%	Index	Low	New York, NY	2026-10-29
JB Capital LLC	1,116,282	$33.3M	1.1%	ETF	Medium	Wethersfield, CT	2026-10-19
Sumitomo Mitsui Trust Group, Inc.	1,098,849	$32.8M	0.0%	Index	Very Low	Chiyoda-Ku, Tokyo, Mexico	2026-10-29
Sharkey, Howes & Javer	952,919	$28.5M	3.4%	ETF	Medium	Denver, CO	2026-10-22
Amplius Wealth Advisors, LLC	935,066	$27.9M	1.9%	ETF	Low	Blue Bell, PA	2026-10-20
Shepherd Financial Partners LLC	848,817	$25.3M	2.0%	ETF	Low	Winchester, MA	2026-11-03
Ascent Group, LLC	828,332	$24.7M	0.7%	Core	Low	Virginia Beach, VA	2026-10-30
Truist Financial Corp	707,520	$21.1M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Horst & Graben Wealth Management LLC	643,484	$19.2M	2.5%	ETF	Medium	Portland, OR	2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	570,711	$17.0M	0.8%	ETF	Medium	Westlake, OH	2026-10-14
Security Financial Services, Inc.	557,707	$16.7M	2.2%	ETF	Medium	Fort Wayne, IN	2026-10-29
Pettinga Financial Advisors LLC	547,961	$16.4M	2.7%	ETF	Medium	Evansville, IN	2026-10-13
CFS Investment Advisory Services, LLC	540,019	$16.2M	1.1%	ETF	Medium	Totowa, NJ	2026-10-19
Goldstein Advisors, LLC	529,290	$15.8M	1.4%	ETF	Medium	Madison, WI	2026-10-15
Integrity Alliance, Llc.	528,966	$15.8M	0.5%	ETF	Medium	Urbandale, IA	2026-10-29
Tennessee Valley Asset Management Partners	526,154	$15.7M	1.7%	ETF	Low	Knoxville, TN	2026-11-03
Buttonwood Financial Group, LLC	516,105	$15.5M	7.8%	ETF	Medium	Kansas City, MO	2026-10-16
Wealth Enhancement Advisory Services, LLC	507,358	$15.2M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Atria Investments, Inc	483,226	$14.4M	0.1%	Core	Medium	Charlotte, NC	2026-10-15
Cambridge Investment Research Advisors, Inc.	472,724	$14.1M	0.1%	ETF	Low	Fairfield, IA	2026-11-02
Integrity Investment Advisors, LLC	432,923	$12.9M	5.1%	ETF	Medium	Fort Collins, CO	2026-11-03
Stone House Investment Management, LLC	421,697	$12.6M	1.6%	ETF	Medium	Tunkhannock, PA	2026-10-23
Archer Investment Management, LLC	413,677	$12.4M	3.9%	ETF	High	Austin, TX	2026-10-13
Kelly Financial Services LLC	388,331	$11.6M	2.5%	ETF	Medium	Braintree, MA	2026-10-20
Scissortail Wealth Management, LLC	375,804	$11.2M	2.1%	ETF	Low	Tulsa, OK	2026-11-03
SteelPeak Wealth, LLC	366,066	$10.9M	0.3%	Growth	High	Woodland Hills, CA	2026-10-16
Lake Street Private Wealth, LLC	346,779	$10.4M	1.1%	Growth	Low	Chicago, IL	2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group	345,880	$10.3M	1.0%	ETF	Medium	Woodbury, MN	2026-10-13
Tsfg, LLC	340,014	$10.2M	5.3%	ETF	Low	Lake Forest, IL	2026-10-23
KWB Wealth	332,984	$9.9M	0.8%	ETF	Medium	Redlands, CA	2026-10-16
IFP Advisors, Inc	320,587	$9.6M	0.2%	Growth	Low	Tampa, FL	2026-10-16
Physician Wealth Advisors, Inc.	301,869	$9.0M	1.0%	ETF	Medium	Midvale, UT	2026-10-20
Assetmark, Inc	294,975	$8.8M	0.0%	ETF	Low	Concord, CA	2026-10-21
Ashton Thomas Private Wealth, LLC	288,320	$8.6M	0.2%	Core	Medium	Scottsdale, AZ	2026-11-03
Beacon Financial Group	277,124	$8.3M	0.7%	ETF	Medium	Dallas, TX	2026-10-19
AlphaCore Capital LLC	269,368	$8.0M	0.1%	ETF	Low	La Jolla, CA	2026-11-04
Diversify Advisory Services, LLC	264,194	$7.9M	0.1%	Growth	Low	Sandy, UT	2026-10-20
Diversify Wealth Management, LLC	264,194	$7.9M	0.1%	Growth	Medium	Sandy, UT	2026-10-20
Quadrant Private Wealth Management, LLC	263,162	$7.9M	1.0%	Growth	Low	Center Valley, PA	2026-11-04
One Advisory Partners, LLC	259,353	$7.7M	2.1%	ETF	Medium	Overland Park, KS	2026-10-22
Trinity Wealth Management, LLC	259,113	$7.7M	2.5%	ETF	Medium	Berwyn, PA	2026-10-13
Concurrent Investment Advisors, LLC	238,166	$7.1M	0.0%	Growth	Medium	Tampa, FL	2026-10-16
ShoreHaven Wealth Partners, LLC	232,622	$6.9M	2.1%	ETF	Medium	Red Bank, NJ	2026-10-16
Farther Finance Advisors, LLC	229,078	$6.8M	0.0%	Index	Low	San Francisco, CA	2026-10-08
Braun-Bostich & Associates Inc.	219,078	$6.5M	3.7%	ETF	Medium	Canonsburg, PA	2026-10-20
Citigroup Inc	215,421	$6.4M	0.0%	Core	Medium	New York, NY	2026-11-04
15 Wealth Advisors LLC	214,523	$6.4M	1.6%	ETF	N/A	Mundelein, IL	2026-10-14
Embree Financial Group	212,339	$6.3M	0.6%	ETF	Low	Chicago, IL	2026-10-22
TSA Wealth Managment LLC	206,302	$6.2M	1.7%	ETF	Medium	Houston, TX	2026-10-22
Spinnaker Investment Group, LLC	204,726	$6.1M	1.0%	ETF	Low	Newport Beach, CA	2026-10-13
Apeiron RIA LLC	202,574	$6.0M	1.4%	ETF	Medium	Dallas, TX	2026-10-08
Midwest Capital Advisors, LLC	200,415	$6.0M	2.1%	ETF	High	Grand Rapids, MI	2026-11-04
Brookstone Capital Management	192,597	$5.8M	0.1%	ETF	Medium	Wheaton, IL	2026-10-22
A4 Wealth Advisors LLC	190,444	$5.7M	3.7%	ETF	High	Huntersville, NC	2026-10-20
Plancorp, LLC	188,131	$5.5M	0.1%	ETF	Low	Saint Louis, MO	2026-11-03
Detalus Advisors, LLC	186,343	$5.6M	1.1%	ETF	Low	St. Louis, MO	2026-10-15
WJ Wealth Management, LLC	180,155	$5.4M	2.2%	ETF	Medium	Glendale, AZ	2026-11-03
Bay Harbor Wealth Management, LLC	170,686	$5.1M	1.2%	ETF	Medium	Hunt Valley, MD	2026-11-03
Simplicity Wealth,LLC	166,784	$5.0M	0.1%	ETF	Low	Summit, NJ	2026-10-23
West Wealth Group, LLC	166,783	$5.0M	0.8%	ETF	Medium	Irvine, CA	2026-10-14
Sofi Wealth, LLC	163,868	$4.9M	0.2%	ETF	Very Low	San Francisco, CA	2026-10-27
Cobblestone Asset Management LLC	162,033	$4.8M	1.9%	ETF	Medium	Richmond, VA	2026-10-13
Cypress Wealth Services, LLC	161,572	$4.9M	0.6%	ETF	Low	Palm Desert, CA	2026-10-21
Ehrlich Financial Group	154,442	$4.6M	2.4%	ETF	High	Laguna Niguel, CA	2026-10-20
SigFig Wealth Management, LLC	152,769	$4.6M	0.1%	ETF	Low	San Francisco, CA	2026-10-07
Onyx Bridge Wealth Group LLC	150,317	$4.5M	0.4%	ETF	Medium	Tarrytown, NY	2026-10-16
Blue Trust, Inc.	146,795	$4.4M	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Skyline Advisors, Inc.	143,116	$4.3M	1.3%	ETF	Medium	Bellingham, WA	2026-11-03
Peak Wealth Management LLC	139,445	$4.2M	2.8%	ETF	Medium	Nashua, NH	2026-10-26
Corrado Advisors, LLC	138,883	$4.1M	2.0%	Core	Medium	Ramsey, NJ	2026-10-27
Focus Financial Network, Inc.	136,275	$4.1M	0.1%	ETF	Low	Minneapolis, MN	2026-10-14
Creative Financial Designs Inc	135,138	$4.0M	0.2%	ETF	Medium	Kokomo, IN	2026-11-04
Bedminster, LLC	128,101	$3.8M	3.2%	ETF	Medium	Bluffton, SC	2026-11-04
Claro Advisors Inc.	126,989	$3.8M	0.4%	Core	Low	Boston, MA	2026-11-02
Wealth Quarterback LLC	125,572	$3.7M	1.1%	ETF	Medium	Toms River, NJ	2026-10-20
Avid Wealth Partners LLC	122,465	$3.7M	1.7%	ETF	Medium	San Antonio, TX	2026-11-03
Newport Capital Group, LLC	121,796	$3.6M	2.4%	ETF	High	Red Bank, NJ	2026-10-16
Golden State Wealth Management, LLC	120,401	$3.6M	0.3%	ETF	Medium	Santa Ana, CA	2026-11-02
Uptick Partners, LLC	119,923	$3.6M	0.5%	ETF	Low	Nacogdoches, TX	2026-11-04
Balefire, LLC	118,227	$3.5M	0.6%	ETF	Medium	Dallas, TX	2026-10-09
Independent Financial Group, LLC	117,557	$3.5M	0.1%	Growth	Low	San Diego, CA	2026-10-13
FFG Retirement Advisors LLC	116,113	$3.5M	1.8%	ETF	Medium	Centennial, CO	2026-10-20
Security National Bank	115,329	$3.4M	0.4%	Growth	Low	Omaha, NE	2026-10-26
Csenge Advisory Group	112,782	$3.4M	0.1%	ETF	Medium	Clearwater, FL	2026-11-04
Sovran Advisors, LLC	110,943	$3.3M	0.2%	ETF	Medium	San Diego, CA	2026-11-02
Wetzel Investment Advisors, Inc.	110,313	$3.3M	1.1%	ETF	Low	Indianapolis, IN	2026-10-13
Town Capital LLC	110,021	$3.3M	2.1%	ETF	High	Bel Air, MD	2026-11-03
VestGen Advisors, LLC	107,598	$3.2M	0.1%	Growth	Medium	Chicago, IL	2026-10-27
Redhawk Wealth Advisors, Inc.	105,730	$3.2M	0.3%	ETF	High	Minneapolis, MN	2026-10-14
PFG Advisors	104,759	$3.1M	0.2%	ETF	Medium	Phoenix, AZ	2026-10-16
Mather Group, Llc.	98,643	$2.9M	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Cornerstone Planning Group LLC	95,811	$2.9M	0.4%	ETF	Medium	Fairfield, NJ	2026-10-16
SWP Financial LLC	93,595	$2.8M	1.3%	ETF	Medium	Encinitas, CA	2026-10-23
Asset One Wealth Management LLC	93,348	$2.8M	0.2%	Growth	Low	Bellevue, WA	2026-11-02
Hoxton Planning & Management, LLC	93,287	$2.8M	0.7%	ETF	Low	Shepherdstown, WV	2026-10-15
Arch Global Advisors, LLC	92,792	$2.8M	1.2%	ETF	Low	New York, NY	2026-10-23
Patriot Financial Group Insurance Agency, LLC	89,442	$2.7M	0.3%	Growth	Low	Walpole, MA	2026-10-14
Apollon Wealth Management, LLC	86,972	$2.6M	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
Fifth Third Wealth Advisors LLC	83,346	$2.5M	0.1%	Index	Very Low	Cincinnati, OH	2026-10-22
Beacon Capital Management, LLC	82,184	$2.5M	0.3%	ETF	Medium	Franklin, TN	2026-10-23
Ashton Thomas Securities, LLC	81,948	$2.4M	0.3%	ETF	Medium	Rochester, NY	2026-10-26
RFG Advisory, LLC	76,995	$2.3M	0.0%	ETF	Medium	Birmingham, AL	2026-11-03
One Wealth Capital Management, LLC	74,851	$2.2M	0.8%	Growth	Medium	Scottsdale, AZ	2026-10-23
Tempus Wealth Planning, LLC	74,738	$2.2M	0.4%	ETF	Medium	Irvine, CA	2026-10-14
Milestone Asset Management, LLC	74,019	$2.2M	0.4%	Growth	High	Pittsburgh, PA	2026-10-15
MGO One Seven LLC	73,653	$2.2M	0.0%	Growth	Low	Beachwood, OH	2026-10-28
Centurion Wealth Management LLC	71,982	$2.1M	0.5%	ETF	Medium	Mclean, VA	2026-10-13
Catalyst Private Wealth, LLC	69,814	$2.1M	0.9%	ETF	Very Low	San Mateo, CA	2026-10-13
Lifelong Wealth Advisors, Inc.	68,497	$2.0M	0.5%	ETF	Low	Arden Hills, MN	2026-10-19
Wealthcare Advisory Partners LLC	66,123	$2.0M	0.0%	ETF	Low	West Chester, PA	2026-10-21
Alterna Wealth Management, Inc	61,419	$1.8M	1.0%	ETF	Medium	Houston, TX	2026-10-27
Verus Capital Partners, LLC	61,058	$1.8M	0.1%	Growth	Low	Scottsdale, AZ	2026-11-03
Pinion Investment Advisors, LLC	60,784	$1.8M	0.3%	ETF	Low	Wichita, KS	2026-11-04
Integrated Advisors Network LLC	60,741	$1.8M	0.1%	Growth	Medium	Dallas, TX	2026-10-20
B.O.S.S. Retirement Advisors, LLC	59,424	$1.8M	0.5%	ETF	Medium	Lehi, UT	2026-10-26
Portfolio Resources Advisor Group, Inc.	57,543	$1.7M	1.4%	ETF	Medium	Coral Gables, FL	2026-10-20
Hyposwiss Advisors SA	55,940	$1.7M	1.6%	ETF	Low	Geneva, Switzerland	2026-10-26
Strategic Blueprint, LLC	54,285	$1.6M	0.1%	ETF	Low	Atlanta, GA	2026-10-22
Signature Estate & Investment Advisors LLC	53,135	$1.6M	0.0%	ETF	Medium	Los Angeles, CA	2026-10-13
Insight Wealth Strategies, LLC	52,868	$1.6M	0.2%	ETF	High	San Ramon, CA	2026-10-09
Atlatl Advisers LLC	52,855	$1.6M	0.4%	Agg Growth	High	Madison, WI	2026-10-22
Integrity Advisory Solutions, LLC	52,710	$1.6M	0.2%	ETF	Medium	Dallas, TX	2026-10-29
WealthPLAN Partners, LLC	52,541	$1.6M	0.3%	Core	Medium	Omaha, NE	2026-10-15
Polaris Investment Advisors, LLC	52,206	$1.6M	1.0%	ETF	Medium	Framingham, MA	2026-10-20
XY Planning Network, Inc.	52,195	$1.6M	0.2%	ETF	Low	Bozeman, MT	2026-10-14
Kestra Private Wealth Services, LLC	50,941	$1.5M	0.0%	Growth	Low	Austin, TX	2026-10-30
Sigma Planning Corp	50,841	$1.5M	0.0%	Growth	Medium	Ann Arbor, MI	2026-10-23
WealthPoint Financial, LLC	50,695	$1.5M	1.1%	ETF	Medium	Cramerton, NC	2026-11-03
Able Wealth Management LLC	49,611	$1.5M	0.3%	ETF	Medium	Toms River, NJ	2026-10-13
Swmg, LLC	49,540	$1.5M	0.3%	ETF	Medium	Fort Worth, TX	2026-10-23
BCU Wealth Advisors, LLC	47,750	$1.4M	0.5%	ETF	Low	Vernon Hills, IL	2026-10-16
Cassilly Financial Group LLC	46,212	$1.4M	0.9%	ETF	Low	Severna Park, MD	2026-10-07
Optivise Advisory Services LLC	45,954	$1.4M	0.7%	ETF	Medium	Franklin, TN	2026-10-19
Gen-Wealth Partners Inc	45,538	$1.4M	0.4%	Core	Low	Zeeland, MI	2026-11-04
Fiduciary Alliance LLC	44,259	$1.3M	0.1%	Core	Medium	Greenville, SC	2026-10-13
Rede Wealth, LLC	44,066	$1.3M	0.4%	Value	Medium	Charlottesville, VA	2026-10-22
B. Riley Wealth Advisors, Inc.	43,782	$1.3M	0.1%	Growth	Low	Memphis, TN	2026-10-13
Oak Grove Capital LLC	43,000	$1.3M	0.1%	Agg Growth	Low	Holderness, NH	2026-10-09
Silverlake Wealth Management LLC	42,635	$1.3M	0.2%	ETF	Low	Williston, VT	2026-10-21
Firethorn Wealth Partners, LLC	41,813	$1.2M	0.4%	ETF	Low	Augusta, GA	2026-10-14
Integrated Wealth Management	41,319	$1.2M	1.2%	ETF	High	Uniontown, OH	2026-10-19
Maia Wealth LLC	39,964	$1.2M	0.2%	ETF	Medium	Denver, CO	2026-10-19
Two West Capital Advisors LLC	37,330	$1.1M	0.6%	ETF	Low	Overland Park, KS	2026-10-15
Absolute Capital Management, LLC	36,829	$1.1M	0.3%	ETF	Medium	Pittsburgh, PA	2026-10-16
CoreCap Advisors, LLC	36,430	$1.1M	0.0%	ETF	Medium	Southfield, MI	2026-10-08
JFS Wealth Advisors, LLC	35,251	$1.1M	0.1%	ETF	Very Low	Hermitage, PA	2026-11-03
Basso Capital Management, L.P.	34,240	$1.0M	0.2%	ETF	Medium	Stamford, CT	2026-10-30
Asempa Wealth Advisors	34,062	$1.0M	0.8%	ETF	Low	Baton Rouge, LA	2026-10-07
First Heartland Consultants, Inc.	33,639	$1.0M	0.1%	ETF	Medium	Lake St. Louis, MO	2026-10-08
Parallel Advisors, LLC	31,850	$951.0K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Triton Wealth Management, Pllc	31,225	$919.7K	0.3%	ETF	Medium	Sun City, AZ	2026-11-04
Hobbs Wealth Management, LLC	30,861	$921.5K	0.8%	ETF	Low	Zionsville, IN	2026-10-20
Elevated Financial Group LLC	30,854	$921.3K	0.3%	ETF	Medium	Indianapolis, IN	2026-10-16
Retirement Wealth Solutions LLC	30,649	$915.2K	0.5%	ETF	Low	Marshfield, WI	2026-10-07
RDA Financial Network	30,510	$911.0K	0.2%	Growth	Medium	Akron, IA	2026-10-15
United Advisor Group, LLC	29,537	$882.0K	0.1%	ETF	Low	Cincinnati, OH	2026-11-03
OpenArc Corporate Advisory, LLC	28,540	$852.2K	0.0%	Growth	Low	Atlanta, GA	2026-10-21
Sanchez Gaunt Capital Management, LLC	28,490	$850.7K	0.5%	ETF	N/A	Reno, NV	2026-11-03
Ascentis Independent Advisors	28,354	$846.5K	0.0%	ETF	Low	Dallas, TX	2026-11-03
FWG Investments, Llc.	27,821	$830.7K	0.4%	ETF	Medium	Lexington, KY	2026-11-03
Lantern Wealth Advisors, LLC	27,513	$821.5K	0.4%	Growth	Low	Melville, NY	2026-10-22
Parkway Wealth Management Group, LLC	27,482	$820.6K	0.1%	ETF	High	Plano, TX	2026-10-20
Private Trust Co NA	27,193	$812.0K	0.1%	Core	Low	Cleveland, OH	2026-10-20
LongView Wealth Management	27,111	$809.5K	0.2%	ETF	Low	Atlanta, GA	2026-10-19
Key Capital Management, Inc	26,663	$796.2K	0.3%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03
Merkkuri Wealth Advisors LLC	26,246	$783.7K	0.5%	ETF	Medium	Hicksville, NY	2026-11-03
Legacy Advisory Services, LLC	25,122	$750.1K	0.5%	ETF	Medium	Exton, PA	2026-10-20
Flagship Harbor Advisors, LLC	25,050	$748.0K	0.0%	ETF	Medium	Boston, MA	2026-10-26
Accelerate Investment Advisors LLC	24,427	$729.4K	0.4%	ETF	Low	Aliso Viejo, CA	2026-11-02
SAX Wealth Advisors, LLC	23,875	$712.9K	0.0%	ETF	Very Low	Parsippany, NJ	2026-10-13
Elevated Capital Advisors, LLC	23,167	$691.8K	0.2%	ETF	Medium	Sandy, UT	2026-11-04
MKT Advisors LLC	22,893	$684.7K	0.2%	ETF	Low	Carlsbad, CA	2026-10-20
Range Financial Group LLC	22,747	$679.2K	0.2%	GARP	Medium	Tigard, OR	2026-10-21
Latitude Advisors, LLC	22,321	$666.5K	0.2%	ETF	Low	Yorkville, IL	2026-10-27
Selby Wealth Management, LLC	22,111	$660.2K	0.2%	ETF	Very Low	Emeryville, CA	2026-10-16
Ascentis Wealth Management, LLC	22,044	$658.2K	0.1%	Agg Growth	Low	Dallas, TX	2026-11-03
Beacon Financial Advisory LLC	21,373	$638.2K	0.1%	ETF	Low	Cleveland, OH	2026-10-16
BOS Asset Management, LLC	21,310	$636.3K	0.1%	ETF	Low	Springfield, IL	2026-10-09
Sutton Place Investors LLC	21,242	$634.3K	0.3%	ETF	Low	Armonk, NY	2026-10-20
Kingdom Financial Group Llc.	20,850	$622.6K	0.2%	ETF	Medium	Peoria, AZ	2026-11-04
LifeSteps Financial, Inc.	20,812	$621.4K	0.3%	ETF	Low	Claremont, CA	2026-10-15
Signal Advisors Wealth, LLC	20,665	$617.1K	0.0%	ETF	Low	Detroit, MI	2026-10-13
Titleist Asset Management, LLC	20,443	$610.4K	0.0%	ETF	Low	San Antonio, TX	2026-10-08
Rose Capital Advisors LLC	20,110	$600.5K	0.1%	ETF	N/A	Miami Beach, FL	2026-11-04
Sierra Ocean, LLC	19,171	$572.4K	0.4%	ETF	Low	Ripon, CA	2026-11-03
W Advisors, LLC	19,061	$569.2K	0.2%	Core	Low	Germantown, TN	2026-11-02
Lloyd Advisory Services, Llc.	18,960	$566.1K	0.2%	ETF	Very High	Suwanee, GA	2026-11-02
Boyum Wealth Architects LLC	18,814	$563.9K	0.2%	ETF	Low	Bloomington, MN	2026-10-06
BigSur Wealth Management LLC	17,800	$531.5K	0.1%	Growth	Low	Miami, FL	2026-10-13
Davenport & Co LLC	17,112	$511.0K	0.0%	Core	Medium	Richmond, VA	2026-10-14
Decker Retirement Planning Inc.	16,939	$505.8K	0.2%	Agg Growth	Very High	Levi, UT	2026-10-19
Quantify Chaos Advisors, LLC	16,484	$492.2K	1.1%	ETF	Medium	Brooklyn, NY	2026-11-04
Perigon Wealth Management, LLC	15,559	$464.6K	0.0%	Growth	Low	San Francisco, CA	2026-10-22
Oregon Pacific Wealth Management, LLC	15,517	$463.3K	0.4%	ETF	Medium	Medford, OR	2026-10-20
Fiscal Wisdom Wealth Management, LLC	14,885	$444.5K	0.5%	ETF	Medium	Canton, CT	2026-10-16
Avidian Wealth Enterprises, LLC	14,866	$443.9K	0.0%	ETF	Low	Houston, TX	2026-10-08
Harbor Capital Advisors, Inc.	14,638	$437.0K	0.1%	Value	High	Chicago, IL	2026-10-22
Keystone Wealth Services, LLC	14,540	$433.3K	0.1%	ETF	High	Palm Desert, CA	2026-11-03
Avantra Family Wealth, Inc.	14,499	$432.9K	0.3%	Core	Medium	Mechanicsburg, PA	2026-10-20
Pacific Excel Wealth Advisors, Inc.	14,388	$429.4K	0.5%	ETF	High	Walnut Creek, CA	2026-10-27
Castleview Partners, LLC	14,276	$426.3K	0.2%	Core	Medium	Dallas, TX	2026-10-09
First Hawaiian Bank	14,218	$424.5K	0.1%	ETF	Very Low	Honolulu, HI	2026-10-14
Wedbush Securities Inc	14,210	$424.0K	0.0%	Core	Low	Pasadena, CA	2026-10-22
Gilliland Jeter Wealth Management LLC	13,984	$417.6K	0.1%	Growth	Very Low	Little Rock, AR	2026-10-28
Blue Capital, Inc.	13,909	$415.3K	0.3%	Core	High	Omaha, NE	2026-10-13
Cape Investment Advisory, Inc.	13,749	$410.5K	0.1%	ETF	Low	Mcdonough, GA	2026-10-13
Strategy Asset Managers LLC	13,465	$402.1K	0.1%	Core	Low	Pasadena, CA	2026-10-14
Kingswood Wealth Advisors, LLC	13,242	$395.4K	0.0%	Growth	Low	San Diego, CA	2026-10-23
LiftPoint Family Wealth Advisors LLC	13,091	$390.9K	0.3%	ETF	Medium	Far Hills, NJ	2026-11-03
M Holdings Securities, Inc.	12,973	$382	0.0%	ETF	High	Portland, OR	2026-11-03
WealthBridge Capital Management, LLC	12,972	$387.3K	0.1%	ETF	Low	Westerville, OH	2026-10-16
Legacy Wealth Partners, LLC	12,822	$382.9K	0.1%	ETF	High	Lakewood, CO	2026-10-15
Zenith Solutions, Inc.	12,730	$380.1K	0.3%	ETF	N/A	Philadelphia, PA	2026-10-19
Richmond Investment Services, LLC	12,720	$379.8K	0.1%	ETF	Low	Mequon, WI	2026-10-29
Signature Equity Partners, LLC	12,189	$364.0K	0.1%	Growth	Medium	Columbus, OH	2026-10-29
Fulcrum Equity Management	11,731	$350.3K	0.3%	Growth	High	Plano, TX	2026-10-21
Arcadia Wealth Management, LLC	11,682	$348.8K	0.1%	ETF	Low	Manchester, NH	2026-10-22
BridgePort Financial Solutions, LLC	10,668	$318.5K	0.1%	ETF	Low	Fairfield, IA	2026-11-02
Lockerman Financial Group, Inc.	10,560	$315.3K	0.5%	ETF	Medium	Newport Beach, CA	2026-10-19
MSH Capital Advisors LLC	10,235	$305.6K	0.0%	Core	Low	Scottsdale, AZ	2026-11-03
Smart Wealth LLC	10,073	$300.8K	0.1%	ETF	High	Omaha, NE	2026-11-04
McHugh Group, LLC	10,000	$298.6K	0.1%	Growth	Very Low	Bratenahl, OH	2026-10-19
Quartz Partners, LLC	9,777	$292.0K	0.1%	GARP	Medium	Saratoga Springs, NY	2026-11-03
Ables, Iannone, Moore & Associates, Inc.	9,292	$277.5K	0.1%	Growth	Very Low	Savannah, GA	2026-10-06
Hutchens & Kramer Investment Management Group, LLC	9,269	$276.8K	0.1%	ETF	Low	Indianapolis, IN	2026-10-16
Cap Partners, LLC	9,159	$273.5K	0.1%	ETF	Low	Franklin, TN	2026-10-19
Centennial Advisors, LLC	9,007	$269.0K	0.3%	ETF	High	Austin, TX	2026-10-21
BAM Wealth Management, LLC	8,936	$266.8K	0.1%	ETF	High	Lakewood, CO	2026-10-15
EverSource Wealth Advisors, LLC	8,782	$262.2K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
LS Investment Advisors, LLC	8,665	$258.7K	0.0%	Core	Low	Bloomfield Hills, MI	2026-10-13
Midwest Financial Network, LLC	8,638	$257.9K	0.2%	ETF	High	Tinley Park, IL	2026-10-13
Semus Wealth Partners LLC	8,585	$256.3K	0.1%	Growth	Low	Boca Raton, FL	2026-10-22
Caliber Wealth Management, LLC / KS	8,514	$254.2K	0.0%	ETF	Low	Overland Park, KS	2026-11-04
Chicago Partners Investment Group LLC	8,231	$244.2K	0.0%	GARP	Low	Chicago, IL	2026-10-27
Raleigh Capital Management Inc.	8,218	$245.4K	0.1%	Core	Medium	Cary, NC	2026-10-28
Sowell Financial Services LLC	7,970	$238.0K	0.0%	Core	Low	North Little Rock, AR	2026-10-23
Omni 360 Wealth, Inc.	7,933	$236.9K	0.1%	ETF	Low	Plainsboro, NJ	2026-10-13
Accurate Wealth Management, LLC	7,706	$231.2K	0.0%	Core	Medium	Wesley Chapel, FL	2026-10-20
Creative Planning	7,504	$224.1K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Wells Financial Advisors Inc	7,120	$212.6K	2.0%	ETF	Very Low	Framingham, MA	2026-11-02
Aegis Wealth Management, Inc.	7,082	$211.5K	0.1%	ETF	Medium	Guthrie Center, IA	2026-10-26
Gateway Investment Advisers LLC	6,731	$201.0K	0.0%	Growth	Low	Cincinnati, OH	2026-10-13
Chilton Capital Management LLC	5,661	$169.0K	0.0%	Growth	Medium	Houston, TX	2026-10-28
Montgomery Financial Services LLC	3,939	$117.6K	0.1%	ETF	N/A	Ocean City, MD	2026-11-03
Gilpin Wealth Management, LLC	2,441	$72.9K	0.0%	Growth	Low	Denver, CO	2026-10-09
UMB Private Wealth Management, LLC	2,336	$69.8K	0.1%	Growth	N/A	Kansas City, MO	2026-10-19
Heritage Family Offices, LLP	2,258	$67.4K	0.0%	Growth	High	Scottsdale, AZ	2026-11-02
Quest 10 Wealth Builders, Inc.	1,538	$45.9K	0.0%	ETF	Low	Fuquay-Varina, VA	2026-11-02
Evolution Wealth Management Inc.	1,008	$30.1K	0.0%	ETF	Medium	Fort Myers, FL	2026-10-28
Lanark Financial, Inc.	581	$17.3K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Harbor Investment Advisory, LLC	478	$14.3K	0.0%	Growth	Low	Lutherville, MD	2026-10-13
Networth Advisors, LLC	433	$12.9K	0.0%	ETF	Medium	Canonsburg, PA	2026-11-03
SJS Investment Consulting Inc.	209	$6.2K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Horizon Financial Services, LLC	201	$6.0K	0.0%	ETF	Low	Winston Salem, NC	2026-11-04
Beacon Investment Advisory Services, Inc.	176	$5.3K	0.0%	Growth	Low	Morristown, NJ	2026-10-13
Team Financial Group, LLC	132	$3.9K	0.0%	ETF	Low	Temecula, CA	2026-10-30
NBT Bank, N.A.	113	$3.4K	0.0%	Core	Low	Norwich, NY	2026-10-21
Cullen T Bankers, Inc.	110	$3.3K	0.0%	Growth	Low	San Antonio, TX	2026-10-28
Essential Partners LLC	107	$3.2K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Lynch Investment Planning, LLC	45	$1.3K	0.0%	ETF	Low	Newtown Square, PA	2026-10-27
Parkside Financial Bank & Trust	35	$1.0K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Compass Financial Management LLC	28	$836	0.0%	Core	N/A	Tampa, FL	2026-10-30
Downshift Financial, LLC	17	$508	0.0%	ETF	Low	Boulder, CO	2026-10-13