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ISH Intl Ctry ROT ACT ETF (CORO)

CUSIP: 09290C764 | NYSE | 472 institutional holders

Quarters

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

Park Avenue Securities LLC8,511,671
5.2% of portfolio›$309.4M
Sofi Wealth, LLC3,600,573
5.1% of portfolio›$130.9M
JB Capital LLC3,238,008
4.0% of portfolio›$117.7M
Commonwealth Equity Services, LLC2,778,977
0.1% of portfolio›$101.0M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors2,617,636
4.7% of portfolio›$95.2M
Vise Technologies, Inc.2,257,500
0.7% of portfolio›$82.1M
Triad Wealth Partners, LLC2,133,045
4.3% of portfolio›$77.5M
Goldstein Advisors, LLC2,062,927
6.6% of portfolio›$75.0M
West Wealth Group, LLC1,523,714
8.6% of portfolio›$55.4M
Ascent Group, LLC1,417,890
1.5% of portfolio›$51.5M
Atria Investments, Inc1,391,334
0.5% of portfolio›$50.6M
Parallel Advisors, LLC1,238,615
0.6% of portfolio›$45.0M
KWB Wealth1,150,732
3.6% of portfolio›$41.8M
Truist Financial Corp1,145,625
0.0% of portfolio›$41.6M
Pettinga Financial Advisors LLC1,114,219
6.7% of portfolio›$40.5M
Cambridge Investment Research Advisors, Inc.1,107,588
0.2% of portfolio›$40.3M
Security Financial Services, Inc.974,947
4.7% of portfolio›$35.4M
Kelly Financial Services LLC937,146
7.4% of portfolio›$34.1M
Detalus Advisors, LLC874,139
6.3% of portfolio›$31.8M
Embree Financial Group795,938
2.8% of portfolio›$28.9M
Horst & Graben Wealth Management LLC783,179
3.7% of portfolio›$28.5M
Beacon Financial Group767,618
2.5% of portfolio›$27.9M
Midwest Capital Advisors, LLC748,064
9.7% of portfolio›$27.2M
Perigon Wealth Management, LLC743,567
0.4% of portfolio›$27.0M
Stone House Investment Management, LLC716,429
3.4% of portfolio›$26.0M
Wealth Enhancement Advisory Services, LLC710,086
0.0% of portfolio›$25.5M
One Advisory Partners, LLC671,952
6.6% of portfolio›$24.4M
Beacon Capital Management, LLC670,636
3.4% of portfolio›$24.4M
CFS Investment Advisory Services, LLC634,300
1.5% of portfolio›$23.3M
Plancorp, LLC628,281
0.5% of portfolio›$22.1M
Diversify Wealth Management, LLC614,209
0.3% of portfolio›$21.9M
Diversify Advisory Services, LLC614,209
0.3% of portfolio›$21.9M
Farther Finance Advisors, LLC611,323
0.2% of portfolio›$22.2M
Cypress Wealth Services, LLC607,504
2.6% of portfolio›$22.3M
Sharkey, Howes & Javer561,110
2.5% of portfolio›$20.4M
Shepherd Financial Partners LLC551,596
1.6% of portfolio›$20.1M
MLG Wealth Management DBA Pine Grove Financial Group529,549
1.9% of portfolio›$19.2M
Able Wealth Management LLC522,042
4.2% of portfolio›$19.2M
Trek Financial, LLC517,418
0.9% of portfolio›$18.8M
Archer Investment Management, LLC501,727
5.7% of portfolio›$18.2M
TSA Wealth Managment LLC490,188
5.0% of portfolio›$17.8M
Weil Company, Inc.477,608
3.0% of portfolio›$17.4M
Strategic Blueprint, LLC455,641
0.8% of portfolio›$16.6M
Kestra Advisory Services, LLC455,464
0.0% of portfolio›$16.6M
Apeiron RIA LLC448,146
3.7% of portfolio›$16.2M
Patton Albertson Miller Group, LLC436,904
1.6% of portfolio›$15.9M
Swmg, LLC434,780
3.4% of portfolio›$15.4M
Independent Financial Group, LLC421,888
0.3% of portfolio›$15.3M
Assetmark, Inc408,495
0.0% of portfolio›$14.8M
Avid Wealth Partners LLC403,443
6.7% of portfolio›$14.7M
Town Capital LLC392,105
9.1% of portfolio›$14.3M
Claro Advisors Inc.381,544
1.4% of portfolio›$13.9M
A4 Wealth Advisors LLC370,661
8.8% of portfolio›$13.5M
Brookstone Capital Management353,451
0.1% of portfolio›$12.8M
Fifth Third Wealth Advisors LLC347,665
0.3% of portfolio›$12.6M
Skyline Advisors, Inc.341,534
3.9% of portfolio›$12.4M
SteelPeak Wealth, LLC334,252
0.3% of portfolio›$12.2M
ShoreHaven Wealth Partners, LLC333,253
3.7% of portfolio›$12.1M
Citigroup Inc318,649
0.0% of portfolio›$11.6M
Simplicity Wealth,LLC309,867
0.3% of portfolio›$11.3M
Ehrlich Financial Group297,687
5.6% of portfolio›$10.8M
Bay Harbor Wealth Management, LLC288,371
2.4% of portfolio›$10.5M
Focus Financial Network, Inc.283,578
0.3% of portfolio›$10.3M
Concurrent Investment Advisors, LLC283,504
0.1% of portfolio›$10.3M
Scissortail Wealth Management, LLC281,553
1.9% of portfolio›$10.2M
Integrity Alliance, Llc.280,328
0.3% of portfolio›$10.2M
Gen-Wealth Partners Inc276,857
2.8% of portfolio›$10.1M
Redhawk Wealth Advisors, Inc.272,451
1.0% of portfolio›$9.9M
Ashton Thomas Private Wealth, LLC266,639
0.2% of portfolio›$9.7M
Blue Trust, Inc.264,524
0.1% of portfolio›$9.6M
Hobbs Wealth Management, LLC233,604
7.0% of portfolio›$8.5M
Quadrant Private Wealth Management, LLC232,995
1.1% of portfolio›$8.5M
Kestra Private Wealth Services, LLC230,656
0.1% of portfolio›$8.4M
B.O.S.S. Retirement Advisors, LLC226,049
2.4% of portfolio›$8.2M
Newport Capital Group, LLC222,824
5.5% of portfolio›$8.2M
Uptick Partners, LLC219,885
1.1% of portfolio›$8.0M
IFP Advisors, Inc214,838
0.1% of portfolio›$7.8M
Sovran Advisors, LLC209,670
0.5% of portfolio›$7.5M
Richard P Slaughter Associates Inc194,677
1.4% of portfolio›$7.1M
Braun-Bostich & Associates Inc.194,589
4.0% of portfolio›$7.1M
Lifelong Wealth Advisors, Inc.194,002
1.6% of portfolio›$7.1M
Arcadia Wealth Management, LLC184,227
2.0% of portfolio›$6.7M
Ullmann Wealth Partners Group, LLC182,521
0.6% of portfolio›$6.6M
LiftPoint Family Wealth Advisors LLC176,388
4.3% of portfolio›$6.4M
Elevation Point Wealth Partners, LLC176,112
0.1% of portfolio›$6.4M
VestGen Advisors, LLC175,402
0.2% of portfolio›$6.4M
One Wealth Capital Management, LLC174,434
2.4% of portfolio›$6.3M
Integrated Advisors Network LLC168,881
0.3% of portfolio›$6.1M
SWP Financial LLC163,362
2.7% of portfolio›$5.9M
Apollon Wealth Management, LLC162,268
0.1% of portfolio›$5.9M
MGO One Seven LLC159,572
0.1% of portfolio›$5.8M
SigFig Wealth Management, LLC158,095
0.1% of portfolio›$5.7M
Patriot Financial Group Insurance Agency, LLC153,631
0.5% of portfolio›$5.6M
Absolute Capital Management, LLC153,416
1.3% of portfolio›$5.6M
Mather Group, Llc.152,032
0.0% of portfolio›$5.5M
Balefire, LLC147,629
0.8% of portfolio›$5.4M
Peak Wealth Management LLC143,672
3.5% of portfolio›$5.1M
Bedminster, LLC140,538
4.3% of portfolio›$5.1M
RFG Advisory, LLC135,429
0.1% of portfolio›$4.9M
PFG Advisors134,615
0.2% of portfolio›$4.9M
Asset One Wealth Management LLC133,568
0.4% of portfolio›$4.9M
Milestone Asset Management, LLC131,353
0.8% of portfolio›$4.8M
Wavvest Wealth LLC130,159
3.8% of portfolio›$4.7M
Maia Wealth LLC129,631
0.6% of portfolio›$4.7M
Firethorn Wealth Partners, LLC129,214
1.5% of portfolio›$4.7M
Hoxton Planning & Management, LLC128,601
1.2% of portfolio›$4.7M
FFG Retirement Advisors LLC128,583
2.5% of portfolio›$4.7M
Csenge Advisory Group128,327
0.2% of portfolio›$4.7M
CoreCap Advisors, LLC125,874
0.1% of portfolio›$4.6M
Cornerstone Planning Group LLC121,569
0.5% of portfolio›$4.4M
Rose Capital Advisors LLC119,586
1.1% of portfolio›$4.3M
Verus Capital Partners, LLC118,868
0.2% of portfolio›$4.3M
Lantz Financial LLC116,785
0.8% of portfolio›$4.2M
Arwa LLC112,917
1.5% of portfolio›$4.1M
Portfolio Resources Advisor Group, Inc.112,281
3.4% of portfolio›$4.1M
Centurion Wealth Management LLC107,321
0.9% of portfolio›$3.9M
Smart Wealth LLC96,513
0.7% of portfolio›$3.5M
FWG Investments, Llc.95,332
1.7% of portfolio›$3.5M
XY Planning Network, Inc.94,267
0.4% of portfolio›$3.4M
Polaris Investment Advisors, LLC94,010
2.2% of portfolio›$3.4M
WealthPoint Financial, LLC93,230
2.4% of portfolio›$3.4M
Commonwealth Retirement Investments LLC92,965
0.9% of portfolio›$3.4M
Wealth Quarterback LLC86,823
1.0% of portfolio›$3.2M
Tempus Wealth Planning, LLC85,935
0.6% of portfolio›$3.1M
Gilliland Jeter Wealth Management LLC85,610
0.8% of portfolio›$3.1M
Creative Financial Designs Inc81,983
0.1% of portfolio›$3.0M
Retirement Wealth Solutions LLC79,253
1.5% of portfolio›$2.9M
Zenith Solutions, Inc.79,059
2.6% of portfolio›$2.9M
Lloyd Advisory Services, Llc.78,272
1.1% of portfolio›$2.8M
Forte Asset Management LLC77,891
1.1% of portfolio›$2.8M
WealthPLAN Partners, LLC68,939
0.5% of portfolio›$2.5M
Flagship Harbor Advisors, LLC68,542
0.1% of portfolio›$2.5M
B. Riley Wealth Advisors, Inc.67,696
0.1% of portfolio›$2.5M
Novem Group65,749
0.2% of portfolio›$2.4M
Ashton Thomas Securities, LLC65,748
0.3% of portfolio›$2.4M
Vicus Capital65,457
0.2% of portfolio›$2.4M
Integrated Wealth Management64,086
2.3% of portfolio›$2.3M
J.M. Arbour, LLC63,597
1.8% of portfolio›$2.3M
Legacy Advisory Services, LLC58,792
1.5% of portfolio›$2.1M
Key Capital Management, Inc58,601
0.8% of portfolio›$2.1M
First Heartland Consultants, Inc.57,361
0.1% of portfolio›$2.1M
Merkkuri Wealth Advisors LLC57,301
1.3% of portfolio›$2.1M
Signature Estate & Investment Advisors LLC56,350
0.0% of portfolio›$2.0M
MKT Advisors LLC55,644
0.6% of portfolio›$2.0M
Sanchez Gaunt Capital Management, LLC54,665
1.1% of portfolio›$2.0M
Sutton Place Investors LLC53,942
0.9% of portfolio›$2.0M
Two West Capital Advisors LLC52,862
1.0% of portfolio›$1.9M
Raleigh Capital Management Inc.49,361
0.6% of portfolio›$1.8M
Alterna Wealth Management, Inc47,341
1.0% of portfolio›$1.7M
OpenArc Corporate Advisory, LLC45,779
0.0% of portfolio›$1.7M
JFS Wealth Advisors, LLC43,807
0.1% of portfolio›$1.6M
Castleview Partners, LLC43,458
0.7% of portfolio›$1.6M
Lantern Wealth Advisors, LLC42,462
0.7% of portfolio›$1.5M
Silverlake Wealth Management LLC41,485
0.3% of portfolio›$1.5M
Pinion Investment Advisors, LLC41,097
0.3% of portfolio›$1.5M
Accelerate Investment Advisors LLC41,073
0.8% of portfolio›$1.5M
Beacon Financial Advisory LLC39,483
0.3% of portfolio›$1.4M
BridgePort Financial Solutions, LLC39,111
0.3% of portfolio›$1.4M
Cassilly Financial Group LLC37,974
0.9% of portfolio›$1.4M
W Advisors, LLC37,919
0.6% of portfolio›$1.4M
Asempa Wealth Advisors36,615
1.0% of portfolio›$1.3M
Elevated Capital Advisors, LLC36,055
0.4% of portfolio›$1.3M
RDA Financial Network34,453
0.3% of portfolio›$1.3M
Signal Advisors Wealth, LLC34,296
0.1% of portfolio›$1.2M
BAM Wealth Management, LLC33,990
0.7% of portfolio›$1.2M
Sigma Planning Corp33,937
0.0% of portfolio›$1.2M
Wedbush Securities Inc33,244
0.1% of portfolio›$1.2M
Wetzel Investment Advisors, Inc.32,617
0.4% of portfolio›$1.2M
BCU Wealth Advisors, LLC32,483
0.4% of portfolio›$1.2M
Semus Wealth Partners LLC32,332
0.5% of portfolio›$1.2M
Unify Financial Advisors31,734
1.1% of portfolio›$1.2M
M Holdings Securities, Inc.31,064
0.0% of portfolio›$1.1K
Integrity Advisory Solutions, LLC30,046
0.1% of portfolio›$1.1M
LifeSteps Financial, Inc.29,057
0.5% of portfolio›$1.1M
MN Wealth Advisors, LLC28,936
0.4% of portfolio›$1.1M
Parkway Wealth Management Group, LLC28,738
0.1% of portfolio›$1.0M
Carmel Capital Partners, LLC28,256
0.4% of portfolio›$1.0M
Avidian Wealth Enterprises, LLC27,147
0.0% of portfolio›$986.8K
Latitude Advisors, LLC26,907
0.3% of portfolio›$978.1K
Clear Creek Financial Management, LLC26,840
0.1% of portfolio›$975.6K
Interchange Capital Partners, LLC26,208
0.2% of portfolio›$946.2K
Legacy Wealth Partners, LLC25,583
0.2% of portfolio›$929.9K
Sound Income Strategies, LLC25,480
0.0% of portfolio›$916.0K
SAX Wealth Advisors, LLC25,316
0.0% of portfolio›$920.2K
Oregon Pacific Wealth Management, LLC25,282
0.9% of portfolio›$919.0K
Sowell Financial Services LLC23,431
0.0% of portfolio›$851.7K
Omni 360 Wealth, Inc.23,360
0.4% of portfolio›$849.1K
Cape Investment Advisory, Inc.22,965
0.2% of portfolio›$834.8K
Forthright Family Wealth Advisory LLC22,772
0.5% of portfolio›$827.8K
Caliber Wealth Management, LLC / KS22,684
0.1% of portfolio›$824.6K
Aegis Wealth Management, Inc.20,153
0.4% of portfolio›$732.6K
MSH Capital Advisors LLC20,090
0.1% of portfolio›$730.3K
Fulcrum Equity Management19,661
0.6% of portfolio›$714.7K
Pacific Excel Wealth Advisors, Inc.19,031
0.8% of portfolio›$691.1K
Avantra Family Wealth, Inc.18,952
0.4% of portfolio›$688.9K
Lockerman Financial Group, Inc.18,878
1.0% of portfolio›$686.2K
Hutchens & Kramer Investment Management Group, LLC18,533
0.2% of portfolio›$673.7K
Kestra Investment Management, LLC18,351
0.0% of portfolio›$667.1K
Fiscal Wisdom Wealth Management, LLC16,531
0.7% of portfolio›$600.9K
Golden State Wealth Management, LLC16,323
0.1% of portfolio›$593.4K
Quartz Partners, LLC16,232
0.2% of portfolio›$590.0K
Private Trust Co NA15,582
0.0% of portfolio›$566.4K
Davenport & Co LLC15,275
0.0% of portfolio›$555.2K
Centennial Advisors, LLC15,049
0.7% of portfolio›$547.0K
EverSource Wealth Advisors, LLC14,795
0.0% of portfolio›$537.8K
RCS Financial Planning, LLC14,636
0.3% of portfolio›$532.0K
LongView Wealth Management14,592
0.1% of portfolio›$530.4K
Midwest Financial Network, LLC14,453
0.4% of portfolio›$525.4K
Stirlingshire Investments, Inc.14,110
0.4% of portfolio›$512.9K
PUREfi Wealth, LLC14,018
0.2% of portfolio›$509.6K
Entrewealth, LLC13,579
0.2% of portfolio›$493.6K
Syntegra Private Wealth Group, LLC13,066
0.0% of portfolio›$475.0K
Spire Wealth Management13,035
0.0% of portfolio›$473.8K
Spinnaker Investment Group, LLC12,954
0.1% of portfolio›$470.9K
Atlatl Advisers LLC12,152
0.1% of portfolio›$441.7K
Kingswood Wealth Advisors, LLC11,960
0.0% of portfolio›$434.7K
Wealthcare Advisory Partners LLC11,391
0.0% of portfolio›$414.1K
Signature Equity Partners, LLC11,318
0.1% of portfolio›$411.4K
AA Financial Advisors, LLC10,712
0.0% of portfolio›$389.4K
Prime Capital Investment Advisors, LLC10,152
0.0% of portfolio›$369.0K
World Equity Group, Inc.9,582
0.1% of portfolio›$348.3K
Krilogy Financial LLC9,465
0.0% of portfolio›$340.5K
PKS Advisory Services, LLC9,459
0.1% of portfolio›$346.2K
Keystone Wealth Services, LLC9,406
0.1% of portfolio›$343.8K
Kingdom Financial Group Llc.9,225
0.1% of portfolio›$335.3K
Blue Capital, Inc.9,222
0.2% of portfolio›$335.2K
Heck Capital Advisors, LLC9,214
0.0% of portfolio›$334.9K
FSA Wealth Partners, Inc.9,208
0.1% of portfolio›$334.7K
Apollon Financial, LLC9,170
0.0% of portfolio›$333.3K
Soltis Investment Advisors LLC9,074
0.0% of portfolio›$329.8K
Richmond Investment Services, LLC9,001
0.1% of portfolio›$327.2K
Robertson Stephens Wealth Management, LLC8,721
0.0% of portfolio›$317.0K
Veracity Capital LLC8,561
0.1% of portfolio›$311.2K
Accredited Investor Services, LLC8,537
0.2% of portfolio›$310.3K
Islay Capital Management, LLC8,395
0.1% of portfolio›$305.2K
Walser Wealth Management Company, A Ltd Liability Co7,941
0.1% of portfolio›$288.6K
Elevation Wealth Management LLC6,845
0.2% of portfolio›$248.8K
Atlas Brown,Inc.6,771
0.1% of portfolio›$246.1K
Wellment Financial6,568
0.3% of portfolio›$238.7K
Advisory Solutions Group, LLC6,226
0.0% of portfolio›$226.3K
Global Financial Private Client, LLC6,137
0.1% of portfolio›$223.1K
Financial Life Advisors5,917
0.1% of portfolio›$215.1K
Tennessee Valley Asset Management Partners5,736
0.0% of portfolio›$208.5K
Quest 10 Wealth Builders, Inc.5,169
0.1% of portfolio›$187.9K
Montgomery Financial Services LLC4,104
0.1% of portfolio›$149.2K
UMB Private Wealth Management, LLC3,086
0.1% of portfolio›$112.2K
Wells Financial Advisors Inc2,498
0.8% of portfolio›$90.8K
Heritage Family Offices, LLP2,397
0.0% of portfolio›$87.1K
Silver Grove Financial Group, Inc.1,307
0.0% of portfolio›$47.5K
Team Financial Group, LLC1,266
0.0% of portfolio›$46.0K
Ascentis Independent Advisors1,199
0.0% of portfolio›$43.6K
Abound Wealth Management1,056
0.0% of portfolio›$38.4K
Harbor Investment Advisory, LLC873
0.0% of portfolio›$31.7K
Gilpin Wealth Management, LLC865
0.0% of portfolio›$31.4K
Networth Advisors, LLC618
0.0% of portfolio›$22.5K
Beacon Investment Advisory Services, Inc.470
0.0% of portfolio›$17.1K
Lanark Financial, Inc.329
0.0% of portfolio›$12.0K
Asset Dedication, LLC190
0.0% of portfolio›$6.9K
Cullen T Bankers, Inc.153
0.0% of portfolio›$5.6K
GK Wealth Management LLC130
0.0% of portfolio›$4.7K
Capital Investment Advisory Services, LLC126
0.0% of portfolio›$4.6K
Compass Financial Management LLC113
0.0% of portfolio›$4.1K
Advocate Investing Services LLC106
0.0% of portfolio›$3.9K
Archer Investment Corp104
0.0% of portfolio›$3.8K
Lynch Investment Planning, LLC96
0.0% of portfolio›$3.5K
Horizon Financial Services, LLC95
0.0% of portfolio›$3.5K
SJS Investment Consulting Inc.93
0.0% of portfolio›$3.4K
United Financial Planning Group LLC63
0.0% of portfolio›$2.3K
Essential Partners LLC57
0.0% of portfolio›$2.1K
NBT Bank, N.A.54
0.0% of portfolio›$2.0K
Bfsg, LLC42
0.0% of portfolio›$1.5K
Pinnacle Wealth Planning Services, Inc.33
0.0% of portfolio›$1.2K
StyleTurnoverLocationFiled
Park Avenue Securities LLC
8,511,671$309.4M5.2%ETFMediumNew York, NY2026-10-26
Sofi Wealth, LLC
3,600,573$130.9M5.1%ETFVery LowSan Francisco, CA2026-10-27
JB Capital LLC
3,238,008$117.7M4.0%ETFMediumWethersfield, CT2026-10-19
Commonwealth Equity Services, LLC
2,778,977$101.0M0.1%ETFLowWaltham, MA2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
2,617,636$95.2M4.7%ETFMediumWestlake, OH2026-10-14
Vise Technologies, Inc.
2,257,500$82.1M0.7%IndexLowNew York, NY2026-10-29
Triad Wealth Partners, LLC
2,133,045$77.5M4.3%ETFMediumLawrence, KS2026-10-26
Goldstein Advisors, LLC
2,062,927$75.0M6.6%ETFMediumMadison, WI2026-10-15
West Wealth Group, LLC
1,523,714$55.4M8.6%ETFMediumIrvine, CA2026-10-14
Ascent Group, LLC
1,417,890$51.5M1.5%CoreLowVirginia Beach, VA2026-10-30
Atria Investments, Inc
1,391,334$50.6M0.5%CoreMediumCharlotte, NC2026-10-15
Parallel Advisors, LLC
1,238,615$45.0M0.6%IndexLowSan Francisco, CA2026-11-03
KWB Wealth
1,150,732$41.8M3.6%ETFMediumRedlands, CA2026-10-16
Truist Financial Corp
1,145,625$41.6M0.0%CoreLowCharlotte, NC2026-10-30
Pettinga Financial Advisors LLC
1,114,219$40.5M6.7%ETFMediumEvansville, IN2026-10-13
Cambridge Investment Research Advisors, Inc.
1,107,588$40.3M0.2%ETFLowFairfield, IA2026-11-02
Security Financial Services, Inc.
974,947$35.4M4.7%ETFMediumFort Wayne, IN2026-10-29
Kelly Financial Services LLC
937,146$34.1M7.4%ETFMediumBraintree, MA2026-10-20
Detalus Advisors, LLC
874,139$31.8M6.3%ETFLowSt. Louis, MO2026-10-15
Embree Financial Group
795,938$28.9M2.8%ETFLowChicago, IL2026-10-22
Horst & Graben Wealth Management LLC
783,179$28.5M3.7%ETFMediumPortland, OR2026-11-02
Beacon Financial Group
767,618$27.9M2.5%ETFMediumDallas, TX2026-10-19
Midwest Capital Advisors, LLC
748,064$27.2M9.7%ETFHighGrand Rapids, MI2026-11-04
Perigon Wealth Management, LLC
743,567$27.0M0.4%GrowthLowSan Francisco, CA2026-10-22
Stone House Investment Management, LLC
716,429$26.0M3.4%ETFMediumTunkhannock, PA2026-10-23
Wealth Enhancement Advisory Services, LLC
710,086$25.5M0.0%CoreLowPlymouth, MN2026-10-13
One Advisory Partners, LLC
671,952$24.4M6.6%ETFMediumOverland Park, KS2026-10-22
Beacon Capital Management, LLC
670,636$24.4M3.4%ETFMediumFranklin, TN2026-10-23
CFS Investment Advisory Services, LLC
634,300$23.3M1.5%ETFMediumTotowa, NJ2026-10-19
Plancorp, LLC
628,281$22.1M0.5%ETFLowSaint Louis, MO2026-11-03
Diversify Wealth Management, LLC
614,209$21.9M0.3%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
614,209$21.9M0.3%GrowthLowSandy, UT2026-10-20
Farther Finance Advisors, LLC
611,323$22.2M0.2%IndexLowSan Francisco, CA2026-10-08
Cypress Wealth Services, LLC
607,504$22.3M2.6%ETFLowPalm Desert, CA2026-10-21
Sharkey, Howes & Javer
561,110$20.4M2.5%ETFMediumDenver, CO2026-10-22
Shepherd Financial Partners LLC
551,596$20.1M1.6%ETFLowWinchester, MA2026-11-03
MLG Wealth Management DBA Pine Grove Financial Group
529,549$19.2M1.9%ETFMediumWoodbury, MN2026-10-13
Able Wealth Management LLC
522,042$19.2M4.2%ETFMediumToms River, NJ2026-10-13
Trek Financial, LLC
517,418$18.8M0.9%ETFHighScottsdale, AZ2026-10-29
Archer Investment Management, LLC
501,727$18.2M5.7%ETFHighAustin, TX2026-10-13
TSA Wealth Managment LLC
490,188$17.8M5.0%ETFMediumHouston, TX2026-10-22
Weil Company, Inc.
477,608$17.4M3.0%ETFLowSan Diego, CA2026-10-14
Strategic Blueprint, LLC
455,641$16.6M0.8%ETFLowAtlanta, GA2026-10-22
Kestra Advisory Services, LLC
455,464$16.6M0.0%CoreLowAustin, TX2026-11-02
Apeiron RIA LLC
448,146$16.2M3.7%ETFMediumDallas, TX2026-10-08
Patton Albertson Miller Group, LLC
436,904$15.9M1.6%CoreLowChattanooga, TN2026-10-26
Swmg, LLC
434,780$15.4M3.4%ETFMediumFort Worth, TX2026-10-23
Independent Financial Group, LLC
421,888$15.3M0.3%GrowthLowSan Diego, CA2026-10-13
Assetmark, Inc
408,495$14.8M0.0%ETFLowConcord, CA2026-10-21
Avid Wealth Partners LLC
403,443$14.7M6.7%ETFMediumSan Antonio, TX2026-11-03
Town Capital LLC
392,105$14.3M9.1%ETFHighBel Air, MD2026-11-03
Claro Advisors Inc.
381,544$13.9M1.4%CoreLowBoston, MA2026-11-02
A4 Wealth Advisors LLC
370,661$13.5M8.8%ETFHighHuntersville, NC2026-10-20
Brookstone Capital Management
353,451$12.8M0.1%ETFMediumWheaton, IL2026-10-22
Fifth Third Wealth Advisors LLC
347,665$12.6M0.3%IndexVery LowCincinnati, OH2026-10-22
Skyline Advisors, Inc.
341,534$12.4M3.9%ETFMediumBellingham, WA2026-11-03
SteelPeak Wealth, LLC
334,252$12.2M0.3%GrowthHighWoodland Hills, CA2026-10-16
ShoreHaven Wealth Partners, LLC
333,253$12.1M3.7%ETFMediumRed Bank, NJ2026-10-16
Citigroup Inc
318,649$11.6M0.0%CoreMediumNew York, NY2026-11-04
Simplicity Wealth,LLC
309,867$11.3M0.3%ETFLowSummit, NJ2026-10-23
Ehrlich Financial Group
297,687$10.8M5.6%ETFHighLaguna Niguel, CA2026-10-20
Bay Harbor Wealth Management, LLC
288,371$10.5M2.4%ETFMediumHunt Valley, MD2026-11-03
Focus Financial Network, Inc.
283,578$10.3M0.3%ETFLowMinneapolis, MN2026-10-14
Concurrent Investment Advisors, LLC
283,504$10.3M0.1%GrowthMediumTampa, FL2026-10-16
Scissortail Wealth Management, LLC
281,553$10.2M1.9%ETFLowTulsa, OK2026-11-03
Integrity Alliance, Llc.
280,328$10.2M0.3%ETFMediumUrbandale, IA2026-10-29
Gen-Wealth Partners Inc
276,857$10.1M2.8%CoreLowZeeland, MI2026-11-04
Redhawk Wealth Advisors, Inc.
272,451$9.9M1.0%ETFHighMinneapolis, MN2026-10-14
Ashton Thomas Private Wealth, LLC
266,639$9.7M0.2%CoreMediumScottsdale, AZ2026-11-03
Blue Trust, Inc.
264,524$9.6M0.1%ETFLowBrentwood, TN2026-10-15
Hobbs Wealth Management, LLC
233,604$8.5M7.0%ETFLowZionsville, IN2026-10-20
Quadrant Private Wealth Management, LLC
232,995$8.5M1.1%GrowthLowCenter Valley, PA2026-11-04
Kestra Private Wealth Services, LLC
230,656$8.4M0.1%GrowthLowAustin, TX2026-10-30
B.O.S.S. Retirement Advisors, LLC
226,049$8.2M2.4%ETFMediumLehi, UT2026-10-26
Newport Capital Group, LLC
222,824$8.2M5.5%ETFHighRed Bank, NJ2026-10-16
Uptick Partners, LLC
219,885$8.0M1.1%ETFLowNacogdoches, TX2026-11-04
IFP Advisors, Inc
214,838$7.8M0.1%GrowthLowTampa, FL2026-10-16
Sovran Advisors, LLC
209,670$7.5M0.5%ETFMediumSan Diego, CA2026-11-02
Richard P Slaughter Associates Inc
194,677$7.1M1.4%ETFMediumAustin, TX2026-10-13
Braun-Bostich & Associates Inc.
194,589$7.1M4.0%ETFMediumCanonsburg, PA2026-10-20
Lifelong Wealth Advisors, Inc.
194,002$7.1M1.6%ETFLowArden Hills, MN2026-10-19
Arcadia Wealth Management, LLC
184,227$6.7M2.0%ETFLowManchester, NH2026-10-22
Ullmann Wealth Partners Group, LLC
182,521$6.6M0.6%ETFLowJacksonville Beach, FL2026-11-02
LiftPoint Family Wealth Advisors LLC
176,388$6.4M4.3%ETFMediumFar Hills, NJ2026-11-03
Elevation Point Wealth Partners, LLC
176,112$6.4M0.1%CoreHighDenver, CO2026-11-05
VestGen Advisors, LLC
175,402$6.4M0.2%GrowthMediumChicago, IL2026-10-27
One Wealth Capital Management, LLC
174,434$6.3M2.4%GrowthMediumScottsdale, AZ2026-10-23
Integrated Advisors Network LLC
168,881$6.1M0.3%GrowthMediumDallas, TX2026-10-20
SWP Financial LLC
163,362$5.9M2.7%ETFMediumEncinitas, CA2026-10-23
Apollon Wealth Management, LLC
162,268$5.9M0.1%GrowthLowMount Pleasant, SC2026-10-23
MGO One Seven LLC
159,572$5.8M0.1%GrowthLowBeachwood, OH2026-10-28
SigFig Wealth Management, LLC
158,095$5.7M0.1%ETFLowSan Francisco, CA2026-10-07
Patriot Financial Group Insurance Agency, LLC
153,631$5.6M0.5%GrowthLowWalpole, MA2026-10-14
Absolute Capital Management, LLC
153,416$5.6M1.3%ETFMediumPittsburgh, PA2026-10-16
Mather Group, Llc.
152,032$5.5M0.0%ETFMediumChicago, IL2026-10-14
Balefire, LLC
147,629$5.4M0.8%ETFMediumDallas, TX2026-10-09
Peak Wealth Management LLC
143,672$5.1M3.5%ETFMediumNashua, NH2026-10-26
Bedminster, LLC
140,538$5.1M4.3%ETFMediumBluffton, SC2026-11-04
RFG Advisory, LLC
135,429$4.9M0.1%ETFMediumBirmingham, AL2026-11-03
PFG Advisors
134,615$4.9M0.2%ETFMediumPhoenix, AZ2026-10-16
Asset One Wealth Management LLC
133,568$4.9M0.4%GrowthLowBellevue, WA2026-11-02
Milestone Asset Management, LLC
131,353$4.8M0.8%GrowthHighPittsburgh, PA2026-10-15
Wavvest Wealth LLC
130,159$4.7M3.8%ETFN/AChicago, IL2026-10-21
Maia Wealth LLC
129,631$4.7M0.6%ETFMediumDenver, CO2026-10-19
Firethorn Wealth Partners, LLC
129,214$4.7M1.5%ETFLowAugusta, GA2026-10-14
Hoxton Planning & Management, LLC
128,601$4.7M1.2%ETFLowShepherdstown, WV2026-10-15
FFG Retirement Advisors LLC
128,583$4.7M2.5%ETFMediumCentennial, CO2026-10-20
Csenge Advisory Group
128,327$4.7M0.2%ETFMediumClearwater, FL2026-11-04
CoreCap Advisors, LLC
125,874$4.6M0.1%ETFMediumSouthfield, MI2026-10-08
Cornerstone Planning Group LLC
121,569$4.4M0.5%ETFMediumFairfield, NJ2026-10-16
Rose Capital Advisors LLC
119,586$4.3M1.1%ETFN/AMiami Beach, FL2026-11-04
Verus Capital Partners, LLC
118,868$4.3M0.2%GrowthLowScottsdale, AZ2026-11-03
Lantz Financial LLC
116,785$4.2M0.8%ETFLowNaperville, IL2026-10-15
Arwa LLC
112,917$4.1M1.5%ETFMediumFort Worth, TX2026-10-21
Portfolio Resources Advisor Group, Inc.
112,281$4.1M3.4%ETFMediumCoral Gables, FL2026-10-20
Centurion Wealth Management LLC
107,321$3.9M0.9%ETFMediumMclean, VA2026-10-13
Smart Wealth LLC
96,513$3.5M0.7%ETFHighOmaha, NE2026-11-04
FWG Investments, Llc.
95,332$3.5M1.7%ETFMediumLexington, KY2026-11-03
XY Planning Network, Inc.
94,267$3.4M0.4%ETFLowBozeman, MT2026-10-14
Polaris Investment Advisors, LLC
94,010$3.4M2.2%ETFMediumFramingham, MA2026-10-20
WealthPoint Financial, LLC
93,230$3.4M2.4%ETFMediumCramerton, NC2026-11-03
Commonwealth Retirement Investments LLC
92,965$3.4M0.9%CoreMediumRichmond, VA2026-10-26
Wealth Quarterback LLC
86,823$3.2M1.0%ETFMediumToms River, NJ2026-10-20
Tempus Wealth Planning, LLC
85,935$3.1M0.6%ETFMediumIrvine, CA2026-10-14
Gilliland Jeter Wealth Management LLC
85,610$3.1M0.8%GrowthVery LowLittle Rock, AR2026-10-28
Creative Financial Designs Inc
81,983$3.0M0.1%ETFMediumKokomo, IN2026-11-04
Retirement Wealth Solutions LLC
79,253$2.9M1.5%ETFLowMarshfield, WI2026-10-07
Zenith Solutions, Inc.
79,059$2.9M2.6%ETFN/APhiladelphia, PA2026-10-19
Lloyd Advisory Services, Llc.
78,272$2.8M1.1%ETFVery HighSuwanee, GA2026-11-02
Forte Asset Management LLC
77,891$2.8M1.1%ETFLowBedford, NY2026-10-13
WealthPLAN Partners, LLC
68,939$2.5M0.5%CoreMediumOmaha, NE2026-10-15
Flagship Harbor Advisors, LLC
68,542$2.5M0.1%ETFMediumBoston, MA2026-10-26
B. Riley Wealth Advisors, Inc.
67,696$2.5M0.1%GrowthLowMemphis, TN2026-10-13
Novem Group
65,749$2.4M0.2%ETFMediumRochester, NY2026-10-19
Ashton Thomas Securities, LLC
65,748$2.4M0.3%ETFMediumRochester, NY2026-10-26
Vicus Capital
65,457$2.4M0.2%ETFMediumState College, PA2026-11-05
Integrated Wealth Management
64,086$2.3M2.3%ETFHighUniontown, OH2026-10-19
J.M. Arbour, LLC
63,597$2.3M1.8%CoreHighGardiner, ME2026-11-05
Legacy Advisory Services, LLC
58,792$2.1M1.5%ETFMediumExton, PA2026-10-20
Key Capital Management, Inc
58,601$2.1M0.8%ETFMediumHendersonville, Tn 37075, TN2026-11-03
First Heartland Consultants, Inc.
57,361$2.1M0.1%ETFMediumLake St. Louis, MO2026-10-08
Merkkuri Wealth Advisors LLC
57,301$2.1M1.3%ETFMediumHicksville, NY2026-11-03
Signature Estate & Investment Advisors LLC
56,350$2.0M0.0%ETFMediumLos Angeles, CA2026-10-13
MKT Advisors LLC
55,644$2.0M0.6%ETFLowCarlsbad, CA2026-10-20
Sanchez Gaunt Capital Management, LLC
54,665$2.0M1.1%ETFN/AReno, NV2026-11-03
Sutton Place Investors LLC
53,942$2.0M0.9%ETFLowArmonk, NY2026-10-20
Two West Capital Advisors LLC
52,862$1.9M1.0%ETFLowOverland Park, KS2026-10-15
Raleigh Capital Management Inc.
49,361$1.8M0.6%CoreMediumCary, NC2026-10-28
Alterna Wealth Management, Inc
47,341$1.7M1.0%ETFMediumHouston, TX2026-10-27
OpenArc Corporate Advisory, LLC
45,779$1.7M0.0%GrowthLowAtlanta, GA2026-10-21
JFS Wealth Advisors, LLC
43,807$1.6M0.1%ETFVery LowHermitage, PA2026-11-03
Castleview Partners, LLC
43,458$1.6M0.7%CoreMediumDallas, TX2026-10-09
Lantern Wealth Advisors, LLC
42,462$1.5M0.7%GrowthLowMelville, NY2026-10-22
Silverlake Wealth Management LLC
41,485$1.5M0.3%ETFLowWilliston, VT2026-10-21
Pinion Investment Advisors, LLC
41,097$1.5M0.3%ETFLowWichita, KS2026-11-04
Accelerate Investment Advisors LLC
41,073$1.5M0.8%ETFLowAliso Viejo, CA2026-11-02
Beacon Financial Advisory LLC
39,483$1.4M0.3%ETFLowCleveland, OH2026-10-16
BridgePort Financial Solutions, LLC
39,111$1.4M0.3%ETFLowFairfield, IA2026-11-02
Cassilly Financial Group LLC
37,974$1.4M0.9%ETFLowSeverna Park, MD2026-10-07
W Advisors, LLC
37,919$1.4M0.6%CoreLowGermantown, TN2026-11-02
Asempa Wealth Advisors
36,615$1.3M1.0%ETFLowBaton Rouge, LA2026-10-07
Elevated Capital Advisors, LLC
36,055$1.3M0.4%ETFMediumSandy, UT2026-11-04
RDA Financial Network
34,453$1.3M0.3%GrowthMediumAkron, IA2026-10-15
Signal Advisors Wealth, LLC
34,296$1.2M0.1%ETFLowDetroit, MI2026-10-13
BAM Wealth Management, LLC
33,990$1.2M0.7%ETFHighLakewood, CO2026-10-15
Sigma Planning Corp
33,937$1.2M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Wedbush Securities Inc
33,244$1.2M0.1%CoreLowPasadena, CA2026-10-22
Wetzel Investment Advisors, Inc.
32,617$1.2M0.4%ETFLowIndianapolis, IN2026-10-13
BCU Wealth Advisors, LLC
32,483$1.2M0.4%ETFLowVernon Hills, IL2026-10-16
Semus Wealth Partners LLC
32,332$1.2M0.5%GrowthLowBoca Raton, FL2026-10-22
Unify Financial Advisors
31,734$1.2M1.1%ETFMediumClearwater, FL2026-11-03
M Holdings Securities, Inc.
31,064$1.1K0.0%ETFHighPortland, OR2026-11-03
Integrity Advisory Solutions, LLC
30,046$1.1M0.1%ETFMediumDallas, TX2026-10-29
LifeSteps Financial, Inc.
29,057$1.1M0.5%ETFLowClaremont, CA2026-10-15
MN Wealth Advisors, LLC
28,936$1.1M0.4%ETFMediumOverland Park, KS2026-10-23
Parkway Wealth Management Group, LLC
28,738$1.0M0.1%ETFHighPlano, TX2026-10-20
Carmel Capital Partners, LLC
28,256$1.0M0.4%ValueMediumSan Diego, CA2026-11-03
Avidian Wealth Enterprises, LLC
27,147$986.8K0.0%ETFLowHouston, TX2026-10-08
Latitude Advisors, LLC
26,907$978.1K0.3%ETFLowYorkville, IL2026-10-27
Clear Creek Financial Management, LLC
26,840$975.6K0.1%ETFMediumSilverdale, WA2026-10-28
Interchange Capital Partners, LLC
26,208$946.2K0.2%GrowthLowPittsburgh, PA2026-10-28
Legacy Wealth Partners, LLC
25,583$929.9K0.2%ETFHighLakewood, CO2026-10-15
Sound Income Strategies, LLC
25,480$916.0K0.0%YieldMediumFt Lauderdale, FL2026-10-09
SAX Wealth Advisors, LLC
25,316$920.2K0.0%ETFVery LowParsippany, NJ2026-10-13
Oregon Pacific Wealth Management, LLC
25,282$919.0K0.9%ETFMediumMedford, OR2026-10-20
Sowell Financial Services LLC
23,431$851.7K0.0%CoreLowNorth Little Rock, AR2026-10-23
Omni 360 Wealth, Inc.
23,360$849.1K0.4%ETFLowPlainsboro, NJ2026-10-13
Cape Investment Advisory, Inc.
22,965$834.8K0.2%ETFLowMcdonough, GA2026-10-13
Forthright Family Wealth Advisory LLC
22,772$827.8K0.5%ETFHighHouston, TX2026-11-03
Caliber Wealth Management, LLC / KS
22,684$824.6K0.1%ETFLowOverland Park, KS2026-11-04
Aegis Wealth Management, Inc.
20,153$732.6K0.4%ETFMediumGuthrie Center, IA2026-10-26
MSH Capital Advisors LLC
20,090$730.3K0.1%CoreLowScottsdale, AZ2026-11-03
Fulcrum Equity Management
19,661$714.7K0.6%GrowthHighPlano, TX2026-10-21
Pacific Excel Wealth Advisors, Inc.
19,031$691.1K0.8%ETFHighWalnut Creek, CA2026-10-27
Avantra Family Wealth, Inc.
18,952$688.9K0.4%CoreMediumMechanicsburg, PA2026-10-20
Lockerman Financial Group, Inc.
18,878$686.2K1.0%ETFMediumNewport Beach, CA2026-10-19
Hutchens & Kramer Investment Management Group, LLC
18,533$673.7K0.2%ETFLowIndianapolis, IN2026-10-16
Kestra Investment Management, LLC
18,351$667.1K0.0%ETFMediumAustin, TX2026-11-04
Fiscal Wisdom Wealth Management, LLC
16,531$600.9K0.7%ETFMediumCanton, CT2026-10-16
Golden State Wealth Management, LLC
16,323$593.4K0.1%ETFMediumSanta Ana, CA2026-11-02
Quartz Partners, LLC
16,232$590.0K0.2%GARPMediumSaratoga Springs, NY2026-11-03
Private Trust Co NA
15,582$566.4K0.0%CoreLowCleveland, OH2026-10-20
Davenport & Co LLC
15,275$555.2K0.0%CoreMediumRichmond, VA2026-10-14
Centennial Advisors, LLC
15,049$547.0K0.7%ETFHighAustin, TX2026-10-21
EverSource Wealth Advisors, LLC
14,795$537.8K0.0%CoreMediumBirmingham, AL2026-11-04
RCS Financial Planning, LLC
14,636$532.0K0.3%ETFMediumAnnapolis, MD2026-10-14
LongView Wealth Management
14,592$530.4K0.1%ETFLowAtlanta, GA2026-10-19
Midwest Financial Network, LLC
14,453$525.4K0.4%ETFHighTinley Park, IL2026-10-13
Stirlingshire Investments, Inc.
14,110$512.9K0.4%ETFMediumNew York, NY2026-11-05
PUREfi Wealth, LLC
14,018$509.6K0.2%GrowthMediumBoston, MA2026-10-19
Entrewealth, LLC
13,579$493.6K0.2%ETFLowAustin, TX2026-10-14
Syntegra Private Wealth Group, LLC
13,066$475.0K0.0%ETFLowChesterfield, MO2026-10-13
Spire Wealth Management
13,035$473.8K0.0%GrowthMediumMclean, VA2026-10-30
Spinnaker Investment Group, LLC
12,954$470.9K0.1%ETFLowNewport Beach, CA2026-10-13
Atlatl Advisers LLC
12,152$441.7K0.1%Agg GrowthHighMadison, WI2026-10-22
Kingswood Wealth Advisors, LLC
11,960$434.7K0.0%GrowthLowSan Diego, CA2026-10-23
Wealthcare Advisory Partners LLC
11,391$414.1K0.0%ETFLowWest Chester, PA2026-10-21
Signature Equity Partners, LLC
11,318$411.4K0.1%GrowthMediumColumbus, OH2026-10-29
AA Financial Advisors, LLC
10,712$389.4K0.0%ETFMediumColumbus, OH2026-10-19
Prime Capital Investment Advisors, LLC
10,152$369.0K0.0%ETFLowOverland Park, KS2026-10-20
World Equity Group, Inc.
9,582$348.3K0.1%GrowthMediumSchaumburg, IL2026-10-14
Krilogy Financial LLC
9,465$340.5K0.0%GrowthLowSt. Louis, MO2026-10-13
PKS Advisory Services, LLC
9,459$346.2K0.1%ETFMediumAlbany, NY2026-10-26
Keystone Wealth Services, LLC
9,406$343.8K0.1%ETFHighPalm Desert, CA2026-11-03
Kingdom Financial Group Llc.
9,225$335.3K0.1%ETFMediumPeoria, AZ2026-11-04
Blue Capital, Inc.
9,222$335.2K0.2%CoreHighOmaha, NE2026-10-13
Heck Capital Advisors, LLC
9,214$334.9K0.0%ETFMediumRhinelander, WI2026-10-14
FSA Wealth Partners, Inc.
9,208$334.7K0.1%ETFHighRockville, MD2026-10-26
Apollon Financial, LLC
9,170$333.3K0.0%ETFVery LowMount Pleasant, SC2026-10-23
Soltis Investment Advisors LLC
9,074$329.8K0.0%CoreMediumSt. George, UT2026-10-28
Richmond Investment Services, LLC
9,001$327.2K0.1%ETFLowMequon, WI2026-10-29
Robertson Stephens Wealth Management, LLC
8,721$317.0K0.0%ETFMediumSan Francisco, CA2026-10-16
Veracity Capital LLC
8,561$311.2K0.1%GrowthLowAtlanta, GA2026-10-08
Accredited Investor Services, LLC
8,537$310.3K0.2%ETFVery LowSt. Cloud, MN2026-10-22
Islay Capital Management, LLC
8,395$305.2K0.1%ETFMediumLubbock, TX2026-10-20
Walser Wealth Management Company, A Ltd Liability Co
7,941$288.6K0.1%GrowthHighTampa, FL2026-10-15
Elevation Wealth Management LLC
6,845$248.8K0.2%Agg GrowthLowEden Prairie, MN2026-11-02
Atlas Brown,Inc.
6,771$246.1K0.1%GrowthLowLouisville, KY2026-10-09
Wellment Financial
6,568$238.7K0.3%ETFHighElmhurst, IL2026-10-28
Advisory Solutions Group, LLC
6,226$226.3K0.0%ETFN/APlymouth, MN2026-10-14
Global Financial Private Client, LLC
6,137$223.1K0.1%GrowthLowSarasota, FL2026-10-15
Financial Life Advisors
5,917$215.1K0.1%ETFLowSan Antonio, TX2026-10-14
Tennessee Valley Asset Management Partners
5,736$208.5K0.0%ETFLowKnoxville, TN2026-11-03
Quest 10 Wealth Builders, Inc.
5,169$187.9K0.1%ETFLowFuquay-Varina, VA2026-11-02
Montgomery Financial Services LLC
4,104$149.2K0.1%ETFN/AOcean City, MD2026-11-03
UMB Private Wealth Management, LLC
3,086$112.2K0.1%GrowthN/AKansas City, MO2026-10-19
Wells Financial Advisors Inc
2,498$90.8K0.8%ETFVery LowFramingham, MA2026-11-02
Heritage Family Offices, LLP
2,397$87.1K0.0%GrowthHighScottsdale, AZ2026-11-02
Silver Grove Financial Group, Inc.
1,307$47.5K0.0%CoreMediumOrchard Park, NY2026-11-05
Team Financial Group, LLC
1,266$46.0K0.0%ETFLowTemecula, CA2026-10-30
Ascentis Independent Advisors
1,199$43.6K0.0%ETFLowDallas, TX2026-11-03
Abound Wealth Management
1,056$38.4K0.0%ETFVery LowFranklin, TN2026-10-26
Harbor Investment Advisory, LLC
873$31.7K0.0%GrowthLowLutherville, MD2026-10-13
Gilpin Wealth Management, LLC
865$31.4K0.0%GrowthLowDenver, CO2026-10-09
Networth Advisors, LLC
618$22.5K0.0%ETFMediumCanonsburg, PA2026-11-03
Beacon Investment Advisory Services, Inc.
470$17.1K0.0%GrowthLowMorristown, NJ2026-10-13
Lanark Financial, Inc.
329$12.0K0.0%CoreMediumBirmingham, AL2026-10-26
Asset Dedication, LLC
190$6.9K0.0%ETFLowSan Francisco, CA2026-11-03
Cullen T Bankers, Inc.
153$5.6K0.0%GrowthLowSan Antonio, TX2026-10-28
GK Wealth Management LLC
130$4.7K0.0%GARPVery HighReno, NV2026-10-09
Capital Investment Advisory Services, LLC
126$4.6K0.0%CoreMediumRaleigh, NC2026-10-30
Compass Financial Management LLC
113$4.1K0.0%CoreN/ATampa, FL2026-10-30
Advocate Investing Services LLC
106$3.9K0.0%ETFLowWoodbine, MD2026-10-26
Archer Investment Corp
104$3.8K0.0%CoreMediumCarmel, IN2026-11-05
Lynch Investment Planning, LLC
96$3.5K0.0%ETFLowNewtown Square, PA2026-10-27
Horizon Financial Services, LLC
95$3.5K0.0%ETFLowWinston Salem, NC2026-11-04
SJS Investment Consulting Inc.
93$3.4K0.0%ETFVery LowSylvania, OH2026-10-26
United Financial Planning Group LLC
63$2.3K0.0%ETFHighHauppauge, NY2026-11-04
Essential Partners LLC
57$2.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
NBT Bank, N.A.
54$2.0K0.0%CoreLowNorwich, NY2026-10-21
Bfsg, LLC
42$1.5K0.0%CoreLowIrvine, CA2026-10-30
Pinnacle Wealth Planning Services, Inc.
33$1.2K0.0%GARPLowMansfield, OH2026-10-27