IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishrs AI in and Tech ACT ETF (BAI)

CUSIP: 09290C780 | NYSE | 807 institutional holders

Quarters

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

Institutional Holders — Q3 2026

OpenArc Corporate Advisory, LLC5,749,024
3.1% of portfolio›$271.3M
Sagespring Wealth Partners, LLC5,576,146
3.9% of portfolio›$263.1M
Park Avenue Securities LLC4,631,534
3.7% of portfolio›$218.6M
Commonwealth Equity Services, LLC2,664,734
0.2% of portfolio›$125.7M
Sofi Wealth, LLC2,595,070
4.7% of portfolio›$122.5M
JB Capital LLC1,547,632
2.5% of portfolio›$73.0M
Vise Technologies, Inc.1,210,148
0.5% of portfolio›$57.1M
Abundance Wealth Counselors984,391
6.6% of portfolio›$46.5M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors975,182
2.3% of portfolio›$46.0M
Kestra Advisory Services, LLC811,639
0.1% of portfolio›$38.3M
Cambridge Investment Research Advisors, Inc.731,597
0.2% of portfolio›$34.5M
Integrity Alliance, Llc.726,012
1.0% of portfolio›$34.3M
Ascent Group, LLC698,048
1.0% of portfolio›$32.9M
Patton Albertson Miller Group, LLC693,533
3.3% of portfolio›$32.7M
Assetmark, Inc692,580
0.1% of portfolio›$32.7M
Atria Investments, Inc645,967
0.3% of portfolio›$30.5M
Parcion Private Wealth LLC616,987
1.6% of portfolio›$29.1M
Truist Financial Corp606,296
0.0% of portfolio›$28.6M
Shepherd Financial Partners LLC603,523
2.3% of portfolio›$28.5M
Tennessee Valley Asset Management Partners587,779
3.0% of portfolio›$27.7M
Triad Wealth Partners, LLC583,828
1.5% of portfolio›$27.6M
Sharkey, Howes & Javer529,118
3.0% of portfolio›$25.0M
MGO One Seven LLC501,770
0.4% of portfolio›$23.7M
Unique Wealth, LLC490,100
2.6% of portfolio›$23.1M
Choreo, LLC441,933
0.2% of portfolio›$20.9M
West Wealth Group, LLC427,987
3.1% of portfolio›$20.2M
Greater Midwest Financial Group, LLC427,852
9.5% of portfolio›$20.2M
Trek Financial, LLC391,877
0.9% of portfolio›$18.5M
Stone House Investment Management, LLC386,378
2.4% of portfolio›$18.2M
SteelPeak Wealth, LLC355,106
0.4% of portfolio›$16.8M
Horst & Graben Wealth Management LLC351,363
2.2% of portfolio›$16.6M
Wealth Enhancement Advisory Services, LLC317,207
0.0% of portfolio›$15.1M
Farther Finance Advisors, LLC310,029
0.1% of portfolio›$14.6M
Concurrent Investment Advisors, LLC307,610
0.1% of portfolio›$14.5M
KWB Wealth307,559
1.2% of portfolio›$14.5M
CFS Investment Advisory Services, LLC303,342
1.0% of portfolio›$15.1M
Centerline Wealth Advisors, LLC293,037
4.3% of portfolio›$13.8M
Embree Financial Group286,843
1.3% of portfolio›$13.5M
Physician Wealth Advisors, Inc.280,414
1.5% of portfolio›$13.2M
Diversify Advisory Services, LLC278,330
0.2% of portfolio›$12.1M
Diversify Wealth Management, LLC278,330
0.2% of portfolio›$12.1M
Detalus Advisors, LLC267,599
2.5% of portfolio›$12.6M
MLG Wealth Management DBA Pine Grove Financial Group267,095
1.2% of portfolio›$12.6M
Kelly Financial Services LLC264,999
2.7% of portfolio›$12.5M
Elevated Financial Group LLC262,695
3.5% of portfolio›$12.4M
Security Financial Services, Inc.259,654
1.6% of portfolio›$12.3M
Strategic Blueprint, LLC256,158
0.6% of portfolio›$12.1M
Keeler & Nadler Financial Planning & Wealth Management250,490
3.2% of portfolio›$11.8M
Cornerstone Wealth Group, LLC248,940
0.7% of portfolio›$11.7M
Tsfg, LLC247,366
6.1% of portfolio›$11.7M
Avid Wealth Partners LLC241,479
5.2% of portfolio›$11.4M
Cardinal Strategic Wealth Guidance240,009
2.6% of portfolio›$11.3M
Hemming& Wealth Management, Inc.230,657
6.4% of portfolio›$10.9M
Buttonwood Financial Group, LLC228,500
5.7% of portfolio›$11.4M
Golden State Wealth Management, LLC227,251
1.0% of portfolio›$10.7M
Beacon Financial Group226,085
1.0% of portfolio›$10.7M
ShoreHaven Wealth Partners, LLC223,421
3.2% of portfolio›$10.5M
Fifth Third Wealth Advisors LLC222,224
0.3% of portfolio›$10.5M
Midwest Capital Advisors, LLC214,756
3.6% of portfolio›$10.1M
Cypress Wealth Services, LLC209,448
1.2% of portfolio›$10.4M
Kestra Private Wealth Services, LLC207,588
0.1% of portfolio›$9.8M
Plancorp, LLC205,687
0.2% of portfolio›$8.1M
Swmg, LLC204,457
1.8% of portfolio›$8.2M
Archer Investment Management, LLC202,755
3.0% of portfolio›$9.6M
Apeiron RIA LLC200,863
2.2% of portfolio›$9.6M
Sterling Group Wealth Management, LLC197,959
3.6% of portfolio›$9.3M
Brookstone Capital Management192,755
0.1% of portfolio›$9.1M
One Advisory Partners, LLC179,935
2.3% of portfolio›$8.5M
Able Wealth Management LLC178,896
1.9% of portfolio›$8.8M
Barings LLC178,620
0.1% of portfolio›$8.4M
Apollon Wealth Management, LLC178,108
0.1% of portfolio›$8.4M
Beacon Capital Management, LLC164,671
1.1% of portfolio›$7.8M
Patriot Financial Group Insurance Agency, LLC164,181
0.7% of portfolio›$7.7M
Ashton Thomas Private Wealth, LLC163,580
0.2% of portfolio›$7.7M
Lineweaver Wealth Advisors, LLC158,148
0.9% of portfolio›$7.5M
Independent Financial Group, LLC154,797
0.1% of portfolio›$7.3M
Sovran Advisors, LLC154,389
0.5% of portfolio›$6.5M
Quadrant Private Wealth Management, LLC154,318
1.0% of portfolio›$7.3M
Financial Life Advisors153,347
2.1% of portfolio›$7.2M
Simplicity Wealth,LLC149,115
0.2% of portfolio›$7.0M
Lincoln Capital Corp146,149
2.3% of portfolio›$6.9M
Central Pacific Bank - Trust Division144,867
0.7% of portfolio›$6.8M
Citigroup Inc144,285
0.0% of portfolio›$6.8M
Bay Harbor Wealth Management, LLC142,575
1.5% of portfolio›$6.7M
Blue Trust, Inc.141,182
0.1% of portfolio›$6.7M
StoneCrest Wealth Management, Inc.139,814
2.1% of portfolio›$6.6M
15 Wealth Advisors LLC132,560
1.6% of portfolio›$6.3M
TSA Wealth Managment LLC128,993
1.7% of portfolio›$6.1M
Berbice Capital Management LLC127,928
3.0% of portfolio›$6.0M
Intelligence Driven Advisers, LLC127,348
1.0% of portfolio›$6.0M
San Luis Wealth Advisors LLC126,206
0.9% of portfolio›$6.0M
Integras Partners LLC122,149
3.2% of portfolio›$5.8M
Clear Wave Wealth Management LLC121,453
1.0% of portfolio›$5.7M
Gen-Wealth Partners Inc117,363
1.6% of portfolio›$5.5M
SigFig Wealth Management, LLC117,149
0.1% of portfolio›$5.5M
VestGen Advisors, LLC115,148
0.2% of portfolio›$5.4M
Lifelong Wealth Advisors, Inc.114,858
1.3% of portfolio›$5.4M
Skyline Advisors, Inc.113,275
1.7% of portfolio›$5.3M
Newport Capital Group, LLC109,871
3.3% of portfolio›$4.9M
Hobbs Wealth Management, LLC108,711
4.2% of portfolio›$5.1M
Cobblestone Asset Management LLC107,161
2.0% of portfolio›$5.1M
A4 Wealth Advisors LLC104,724
3.2% of portfolio›$4.9M
Town Capital LLC101,135
3.0% of portfolio›$4.8M
RFG Advisory, LLC100,652
0.1% of portfolio›$4.7M
Focus Financial Network, Inc.100,017
0.1% of portfolio›$4.7M
CoreCap Advisors, LLC96,447
0.1% of portfolio›$4.6M
Cyndeo Wealth Partners, LLC96,172
0.2% of portfolio›$4.5M
Pinion Investment Advisors, LLC96,163
0.8% of portfolio›$4.5M
Novem Group92,860
0.4% of portfolio›$4.4M
Polaris Investment Advisors, LLC91,628
2.8% of portfolio›$4.3M
LiftPoint Family Wealth Advisors LLC91,083
2.9% of portfolio›$4.3M
Maia Wealth LLC90,663
0.6% of portfolio›$4.3M
Balefire, LLC90,577
0.7% of portfolio›$4.3M
Peak Wealth Management LLC89,771
2.6% of portfolio›$3.8M
PFG Advisors86,524
0.2% of portfolio›$4.1M
Cornerstone Planning Group LLC84,130
0.5% of portfolio›$4.1M
Ashton Thomas Securities, LLC82,689
0.4% of portfolio›$3.9M
United Advisor Group, LLC80,769
0.4% of portfolio›$3.8M
Redhawk Wealth Advisors, Inc.79,379
0.4% of portfolio›$3.7M
Lantz Financial LLC79,321
0.7% of portfolio›$3.7M
One Wealth Capital Management, LLC79,286
1.4% of portfolio›$3.7M
Ehrlich Financial Group78,220
1.9% of portfolio›$3.7M
Emergent Wealth Advisors, LLC76,968
1.9% of portfolio›$3.6M
SWP Financial LLC76,790
1.7% of portfolio›$3.6M
Sageworth Trust Co76,318
0.1% of portfolio›$3.6M
Csenge Advisory Group76,264
0.1% of portfolio›$3.6M
FFG Retirement Advisors LLC74,432
1.9% of portfolio›$3.5M
Bedminster, LLC74,075
2.9% of portfolio›$3.5M
Uptick Partners, LLC73,421
0.5% of portfolio›$3.5M
Advus Financial Partners, LLC73,057
1.0% of portfolio›$3.4M
NWF Advisory Services Inc.72,533
0.3% of portfolio›$3.4M
Centurion Wealth Management LLC71,351
0.8% of portfolio›$3.4M
Asset One Wealth Management LLC69,060
0.3% of portfolio›$3.3M
Hyposwiss Advisors SA68,260
3.1% of portfolio›$3.2M
Absolute Capital Management, LLC67,904
0.7% of portfolio›$3.2M
Verus Capital Partners, LLC66,418
0.2% of portfolio›$3.1M
May Hill Capital, LLC66,136
0.6% of portfolio›$3.1M
Braun-Bostich & Associates Inc.64,733
1.7% of portfolio›$3.1M
IFP Advisors, Inc62,278
0.1% of portfolio›$2.9M
Merkkuri Wealth Advisors LLC62,121
1.8% of portfolio›$2.9M
Wealth Quarterback LLC61,067
0.9% of portfolio›$2.9M
Ascentis Independent Advisors59,865
0.2% of portfolio›$2.8M
Integrity Advisory Solutions, LLC59,211
0.3% of portfolio›$2.8M
Hoxton Planning & Management, LLC57,758
0.7% of portfolio›$2.7M
Retirement Wealth Solutions LLC55,989
1.4% of portfolio›$2.6M
Portfolio Resources Advisor Group, Inc.55,243
2.2% of portfolio›$2.6M
XY Planning Network, Inc.53,659
0.3% of portfolio›$2.5M
B.O.S.S. Retirement Advisors, LLC52,890
0.7% of portfolio›$2.5M
Firethorn Wealth Partners, LLC52,193
0.8% of portfolio›$2.5M
Rose Capital Advisors LLC51,135
0.6% of portfolio›$2.4M
WealthPoint Financial, LLC49,655
1.7% of portfolio›$2.3M
Armor Investment Advisors, LLC49,166
0.8% of portfolio›$2.3M
Milestone Asset Management, LLC47,550
0.4% of portfolio›$2.2M
Keystone Wealth Services, LLC46,463
0.4% of portfolio›$2.2M
Ridgeline Wealth Planning, LLC46,338
1.3% of portfolio›$2.2M
Legacy Advisory Services, LLC46,186
1.6% of portfolio›$2.2M
Tempus Wealth Planning, LLC46,005
0.4% of portfolio›$2.2M
Sowell Financial Services LLC45,360
0.1% of portfolio›$2.1M
B. Riley Wealth Advisors, Inc.44,940
0.1% of portfolio›$2.1M
Arcadia Wealth Management, LLC44,805
0.6% of portfolio›$2.1M
Northland Securities, Inc.44,317
1.2% of portfolio›$2.1M
Creative Planning43,936
0.0% of portfolio›$2.1M
Third View Private Wealth, LLC42,253
0.2% of portfolio›$2.0M
Commonwealth Retirement Investments LLC42,040
0.5% of portfolio›$2.0M
Creative Financial Designs Inc38,936
0.1% of portfolio›$1.8M
Arsenal Capital Advisors LLC38,118
1.0% of portfolio›$1.8M
Smart Wealth LLC37,847
0.4% of portfolio›$1.8M
Clear Creek Financial Management, LLC37,765
0.1% of portfolio›$1.8M
Zenith Solutions, Inc.37,718
1.6% of portfolio›$1.8M
Omni 360 Wealth, Inc.37,600
0.8% of portfolio›$1.8M
BCU Wealth Advisors, LLC37,017
0.6% of portfolio›$1.7M
WealthPLAN Partners, LLC36,889
0.3% of portfolio›$1.7M
Sanchez Gaunt Capital Management, LLC34,959
0.9% of portfolio›$1.6M
Spire Wealth Management34,254
0.0% of portfolio›$1.6M
Wavvest Wealth LLC33,769
1.3% of portfolio›$1.6M
Traveka Wealth, LLC33,518
0.5% of portfolio›$1.6M
Flagship Harbor Advisors, LLC32,972
0.1% of portfolio›$1.6M
Gilbert Capital Group, Inc.32,195
1.1% of portfolio›$1.5M
Fairvoy Private Wealth, LLC31,830
0.3% of portfolio›$1.5M
First Heartland Consultants, Inc.31,523
0.1% of portfolio›$1.5M
Global View Capital Management LLC31,365
0.3% of portfolio›$1.5M
Cardinal Point Capital Management ULC31,019
0.1% of portfolio›$1.5M
PUREfi Wealth, LLC28,618
0.6% of portfolio›$1.4M
Signature Estate & Investment Advisors LLC28,293
0.0% of portfolio›$1.3M
Beacon Financial Planning, Inc28,222
0.5% of portfolio›$1.3M
Formidable Asset Management, LLC28,058
0.2% of portfolio›$1.5M
Horizon Wealth Management, LLC27,945
0.2% of portfolio›$1.3M
Two West Capital Advisors LLC27,869
0.7% of portfolio›$1.3M
Sutton Place Investors LLC27,515
0.6% of portfolio›$1.3M
Asempa Wealth Advisors27,490
1.0% of portfolio›$1.3M
Private Client Services, LLC27,240
0.3% of portfolio›$1.3M
Private Trust Co NA26,794
0.1% of portfolio›$1.3M
Interchange Capital Partners, LLC26,108
0.2% of portfolio›$1.2M
Sigma Planning Corp24,948
0.0% of portfolio›$1.2M
DecisionMap Wealth Management, LLC23,989
0.6% of portfolio›$1.1M
Optivise Advisory Services LLC23,521
0.5% of portfolio›$1.1M
Beacon Financial Advisory LLC23,424
0.2% of portfolio›$1.1M
Latitude Advisors, LLC23,354
0.3% of portfolio›$1.1M
FWG Investments, Llc.23,244
0.5% of portfolio›$1.1M
BXM Wealth LLC22,850
0.6% of portfolio›$1.1M
JFS Wealth Advisors, LLC22,692
0.1% of portfolio›$1.1M
MKT Advisors LLC22,600
0.3% of portfolio›$1.1M
Alterna Wealth Management, Inc22,481
0.6% of portfolio›$1.1M
W Advisors, LLC22,420
0.5% of portfolio›$1.1M
Acorn Financial Advisory Services Inc22,417
0.1% of portfolio›$1.1M
Wealthcare Advisory Partners LLC22,274
0.0% of portfolio›$1.1M
Fulcrum Equity Management22,262
0.8% of portfolio›$1.1M
Raleigh Capital Management Inc.22,091
0.3% of portfolio›$1.0M
Accelerate Investment Advisors LLC22,082
0.6% of portfolio›$1.0M
Amplius Wealth Advisors, LLC21,704
0.1% of portfolio›$1.0M
Unify Financial Advisors21,659
0.9% of portfolio›$1.0M
Davenport & Co LLC21,376
0.0% of portfolio›$1.0M
Silverlake Wealth Management LLC21,181
0.2% of portfolio›$999.5K
Cullen T Bankers, Inc.20,963
0.0% of portfolio›$989.2K
Avidian Wealth Enterprises, LLC20,945
0.0% of portfolio›$988.4K
M Holdings Securities, Inc.20,848
0.0% of portfolio›$844
Catalyst Investment Management LLC20,828
0.9% of portfolio›$982.9K
Evolution Wealth Advisors, LLC20,595
0.1% of portfolio›$971.9K
Global Wealth Strategies & Associates20,408
0.2% of portfolio›$963.1K
Sound Income Strategies, LLC20,337
0.0% of portfolio›$968.1K
Lloyd Advisory Services, Llc.20,174
0.4% of portfolio›$952.0K
Cassilly Financial Group LLC19,896
0.6% of portfolio›$938.9K
Perigon Wealth Management, LLC19,392
0.0% of portfolio›$915.1K
Parallel Advisors, LLC19,224
0.0% of portfolio›$907.2K
Lantern Wealth Advisors, LLC19,178
0.4% of portfolio›$905.0K
Pinnacle Associates LTD18,757
0.0% of portfolio›$885.1K
BridgePort Financial Solutions, LLC18,733
0.2% of portfolio›$884.0K
Integrated Wealth Management18,593
0.9% of portfolio›$877.4K
Caliber Wealth Management, LLC / KS18,272
0.1% of portfolio›$862.2K
Signal Advisors Wealth, LLC18,098
0.0% of portfolio›$854.0K
LifeSteps Financial, Inc.17,240
0.4% of portfolio›$813.6K
RDA Financial Network17,106
0.2% of portfolio›$807.2K
Grange Capital, LLC16,724
0.7% of portfolio›$789.2K
Wedbush Securities Inc16,720
0.0% of portfolio›$789.0K
BAM Wealth Management, LLC16,206
0.4% of portfolio›$764.8K
WJ Wealth Management, LLC16,109
0.3% of portfolio›$760.1K
Box Hill Private Wealth LLC15,547
0.5% of portfolio›$733.7K
Semus Wealth Partners LLC15,461
0.3% of portfolio›$729.6K
Castleview Partners, LLC15,008
0.3% of portfolio›$708.2K
Parkway Wealth Management Group, LLC14,891
0.1% of portfolio›$702.7K
Key Capital Management, Inc14,632
0.3% of portfolio›$690.5K
Solstein Capital, LLC14,546
0.2% of portfolio›$686.4K
SAX Wealth Advisors, LLC14,496
0.0% of portfolio›$684.1K
ASL Financial, LLC14,372
0.5% of portfolio›$678.2K
Signature Equity Partners, LLC14,210
0.2% of portfolio›$670.6K
Richardson Capital Management LLC14,149
0.3% of portfolio›$667.7K
IPG Investment Advisors LLC13,517
0.1% of portfolio›$637.9K
Apollon Financial, LLC13,430
0.1% of portfolio›$633.8K
Crown Wealth Group, LLC13,205
0.2% of portfolio›$623.1K
First Growth Capital LLC13,149
0.5% of portfolio›$620.5K
Cornerstone Wealth, LLC12,885
0.2% of portfolio›$521.1K
Carmel Capital Partners, LLC12,881
0.2% of portfolio›$607.9K
MN Wealth Advisors, LLC12,856
0.2% of portfolio›$606.7K
MSH Capital Advisors LLC12,736
0.1% of portfolio›$601.0K
Endowment Wealth Management, Inc.12,471
0.2% of portfolio›$588.5K
Harbor Investment Advisory, LLC11,849
0.0% of portfolio›$559.2K
Legacy Wealth Partners, LLC11,652
0.1% of portfolio›$549.9K
LexAurum Advisors, LLC11,389
0.1% of portfolio›$537.4K
Cooper Financial Group11,202
0.0% of portfolio›$528.6K
Cape Investment Advisory, Inc.10,807
0.1% of portfolio›$510.0K
McGlone Suttner Wealth Management, Inc.10,755
0.1% of portfolio›$507.5K
Aegis Wealth Management, Inc.10,621
0.3% of portfolio›$501.2K
Stackstone Wealth, LLC10,382
0.0% of portfolio›$489.9K
Blue Capital, Inc.10,277
0.3% of portfolio›$485.0K
Hutchens & Kramer Investment Management Group, LLC9,603
0.1% of portfolio›$453.2K
Independent Wealth Advisors LLC9,477
0.4% of portfolio›$447.2K
Elevated Capital Advisors, LLC9,311
0.1% of portfolio›$439.4K
D.A. Davidson & Co.9,176
0.0% of portfolio›$433.0K
Lockerman Financial Group, Inc.9,175
0.6% of portfolio›$433.0K
Spinnaker Investment Group, LLC9,160
0.1% of portfolio›$432.3K
Mainstream Capital Management LLC8,573
0.2% of portfolio›$404.6K
Atlas Brown,Inc.8,530
0.1% of portfolio›$402.5K
LongView Wealth Management8,406
0.1% of portfolio›$396.7K
Prime Capital Investment Advisors, LLC8,374
0.0% of portfolio›$395.2K
Midwest Financial Network, LLC8,315
0.3% of portfolio›$392.4K
SeaCrest Wealth Management, LLC8,277
0.0% of portfolio›$390.6K
Oregon Pacific Wealth Management, LLC8,155
0.4% of portfolio›$384.8K
Kingswood Wealth Advisors, LLC7,955
0.0% of portfolio›$375.4K
Fiscal Wisdom Wealth Management, LLC7,914
0.4% of portfolio›$373.5K
Cascade Investment Group, Inc.7,900
0.2% of portfolio›$372.8K
Quartz Partners, LLC7,815
0.1% of portfolio›$368.8K
StoneX Group Inc.7,660
0.0% of portfolio›$361.5K
Pacific Excel Wealth Advisors, Inc.7,422
0.4% of portfolio›$348.6K
Ballast Rock Private Wealth LLC7,270
0.2% of portfolio›$343.1K
Advisory Solutions Group, LLC7,255
0.1% of portfolio›$342.4K
HB Wealth Management, LLC7,151
0.0% of portfolio›$337.5K
PKS Advisory Services, LLC7,145
0.1% of portfolio›$376.7K
EverSource Wealth Advisors, LLC7,143
0.0% of portfolio›$337.1K
Waldron Private Wealth LLC6,761
0.0% of portfolio›$319.1K
Krilogy Financial LLC6,756
0.0% of portfolio›$316.4K
Bdfs Capital LLC6,753
0.2% of portfolio›$318.7K
Saxon Interests, Inc.6,544
0.1% of portfolio›$308.8K
RCS Financial Planning, LLC6,425
0.2% of portfolio›$303.2K
Entrewealth, LLC6,368
0.1% of portfolio›$300.5K
Baker Tilly Wealth Management, LLC6,350
0.1% of portfolio›$299.7K
Syntegra Private Wealth Group, LLC6,171
0.0% of portfolio›$291.2K
Trinity Wealth Management, LLC6,120
0.1% of portfolio›$288.8K
Strategy Asset Managers LLC6,050
0.0% of portfolio›$285.5K
Advisor OS, LLC5,996
0.0% of portfolio›$283.0K
Stewardship Advisors, LLC5,856
0.1% of portfolio›$276.3K
Atlatl Advisers LLC5,465
0.1% of portfolio›$257.9K
Soltis Investment Advisors LLC5,392
0.0% of portfolio›$254.4K
Chicago Partners Investment Group LLC5,373
0.0% of portfolio›$217.3K
Elevation Wealth Management LLC5,148
0.2% of portfolio›$242.9K
Auctus Advisors LLC5,122
0.2% of portfolio›$241.7K
Bison Wealth, LLC5,117
0.0% of portfolio›$239.7K
Richmond Investment Services, LLC4,948
0.1% of portfolio›$233.5K
Winthrop Advisory Group LLC4,902
0.0% of portfolio›$231.3K
AA Financial Advisors, LLC4,866
0.0% of portfolio›$229.6K
Forthright Family Wealth Advisory LLC4,762
0.1% of portfolio›$224.7K
NBT Bank, N.A.4,571
0.0% of portfolio›$215.7K
Smith & Howard Wealth Management, LLC4,523
0.0% of portfolio›$213.4K
Team Financial Group, LLC4,472
0.1% of portfolio›$211.0K
World Equity Group, Inc.4,436
0.1% of portfolio›$209.3K
Blue Zone Wealth Advisors, LLC4,250
0.0% of portfolio›$200.6K
Chilton Capital Management LLC4,100
0.0% of portfolio›$193.5K
Mather Group, Llc.3,777
0.0% of portfolio›$178.2K
Kingdom Financial Group Llc.3,455
0.0% of portfolio›$163.0K
Gilpin Wealth Management, LLC3,314
0.1% of portfolio›$156.4K
Heritage Family Offices, LLP3,140
0.0% of portfolio›$148.2K
First Horizon Corp2,837
0.0% of portfolio›$133.9K
Reap Financial Group, LLC2,755
0.0% of portfolio›$130.0K
Balance Wealth Partners LLC2,409
0.0% of portfolio›$113.7K
Financial Management Professionals, Inc.2,073
0.0% of portfolio›$97.8K
Jnba Financial Advisors1,866
0.0% of portfolio›$88.1K
Mosley Wealth Management1,860
0.0% of portfolio›$80.6K
Montgomery Financial Services LLC1,832
0.1% of portfolio›$86.5K
TD Waterhouse Canada Inc.1,500
0.0% of portfolio›$71.8K
Vermillion Wealth Management, Inc.1,499
0.1% of portfolio›$70.7K
Quest 10 Wealth Builders, Inc.1,425
0.0% of portfolio›$67.2K
Nemes Rush Group LLC1,182
0.0% of portfolio›$55.8K
Wells Financial Advisors Inc1,130
0.5% of portfolio›$53.3K
UMB Private Wealth Management, LLC1,008
0.0% of portfolio›$47.6K
Arlington Trust Co LLC1,000
0.0% of portfolio›$47.2K
Bokf, NA985
0.0% of portfolio›$46.5K
Salomon & Ludwin, LLC901
0.0% of portfolio›$42.5K
Advocate Investing Services LLC901
0.0% of portfolio›$42.5K
Prudent Man Investment Management, Inc.895
0.0% of portfolio›$42.2K
Yankcom Partnership753
0.0% of portfolio›$35.5K
Keystone Financial Group, Inc.736
0.0% of portfolio›$34.7K
Lanark Financial, Inc.702
0.0% of portfolio›$33.1K
Reyes Financial Architecture, Inc.509
0.0% of portfolio›$24.0K
Beacon Investment Advisory Services, Inc.489
0.0% of portfolio›$23.1K
Clark Wealth Partners461
0.0% of portfolio›$21.8K
Key FInancial Inc446
0.0% of portfolio›$21.0K
GK Wealth Management LLC415
0.0% of portfolio›$19.6K
Hazlett, Burt & Watson, Inc.393
0.0% of portfolio›$19
Essential Partners LLC375
0.0% of portfolio›$17.7K
William Mack & Associates, Inc.365
0.0% of portfolio›$17.2K
Investment Research & Advisory Group, Inc.335
0.0% of portfolio›$15.8K
City State Bank310
0.0% of portfolio›$14.6K
Capital Investment Advisory Services, LLC244
0.0% of portfolio›$11.5K
Asset Dedication, LLC240
0.0% of portfolio›$11.3K
Nfsg Corp231
0.0% of portfolio›$10.9K
Atlantic Edge Private Wealth Management, LLC219
0.0% of portfolio›$10.3K
Nova Financial LLC174
0.0% of portfolio›$8.2K
AlphaCore Capital LLC165
0.0% of portfolio›$7.8K
Networth Advisors, LLC162
0.0% of portfolio›$7.6K
Meriwether Wealth & Planning, LLC154
0.0% of portfolio›$7.3K
Compass Financial Management LLC123
0.0% of portfolio›$5.8K
Transce3nd, LLC118
0.0% of portfolio›$5.1K
Evolution Wealth Management Inc.114
0.0% of portfolio›$5.4K
SJS Investment Consulting Inc.102
0.0% of portfolio›$4.8K
Signature Resources Capital Management, LLC89
0.0% of portfolio›$4.2K
Parkside Financial Bank & Trust73
0.0% of portfolio›$3.4K
United Financial Planning Group LLC61
0.0% of portfolio›$2.9K
Register Financial Advisors LLC46
0.0% of portfolio›$2.2K
Horizon Financial Services, LLC45
0.0% of portfolio›$2.1K
Reicon Wealth Advisors, LLC45
0.0% of portfolio›$2.1K
Glass Jacobson Investment Advisors llc39
0.0% of portfolio›$1.8K
Bfsg, LLC31
0.0% of portfolio›$1.5K
Proathlete Wealth Management LLC30
0.0% of portfolio›$1.4K
Lynch Investment Planning, LLC28
0.0% of portfolio›$1.3K
Pinnacle Wealth Planning Services, Inc.22
0.0% of portfolio›$1.0K
Downshift Financial, LLC8
0.0% of portfolio›$378
DecisionPoint Financial, LLC4
0.0% of portfolio›$190
Provenance Wealth Advisors, LLC2
0.0% of portfolio›$94
StyleTurnoverLocationFiled
OpenArc Corporate Advisory, LLC
5,749,024$271.3M3.1%GrowthLowAtlanta, GA2026-10-21
Sagespring Wealth Partners, LLC
5,576,146$263.1M3.9%ETFLowFranklin, TN2026-10-22
Park Avenue Securities LLC
4,631,534$218.6M3.7%ETFMediumNew York, NY2026-10-26
Commonwealth Equity Services, LLC
2,664,734$125.7M0.2%ETFLowWaltham, MA2026-11-02
Sofi Wealth, LLC
2,595,070$122.5M4.7%ETFVery LowSan Francisco, CA2026-10-27
JB Capital LLC
1,547,632$73.0M2.5%ETFMediumWethersfield, CT2026-10-19
Vise Technologies, Inc.
1,210,148$57.1M0.5%IndexLowNew York, NY2026-10-29
Abundance Wealth Counselors
984,391$46.5M6.6%GrowthLowState College, PA2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
975,182$46.0M2.3%ETFMediumWestlake, OH2026-10-14
Kestra Advisory Services, LLC
811,639$38.3M0.1%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
731,597$34.5M0.2%ETFLowFairfield, IA2026-11-02
Integrity Alliance, Llc.
726,012$34.3M1.0%ETFMediumUrbandale, IA2026-10-29
Ascent Group, LLC
698,048$32.9M1.0%CoreLowVirginia Beach, VA2026-10-30
Patton Albertson Miller Group, LLC
693,533$32.7M3.3%CoreLowChattanooga, TN2026-10-26
Assetmark, Inc
692,580$32.7M0.1%ETFLowConcord, CA2026-10-21
Atria Investments, Inc
645,967$30.5M0.3%CoreMediumCharlotte, NC2026-10-15
Parcion Private Wealth LLC
616,987$29.1M1.6%CoreMediumBellevue, WA2026-10-28
Truist Financial Corp
606,296$28.6M0.0%CoreLowCharlotte, NC2026-10-30
Shepherd Financial Partners LLC
603,523$28.5M2.3%ETFLowWinchester, MA2026-11-03
Tennessee Valley Asset Management Partners
587,779$27.7M3.0%ETFLowKnoxville, TN2026-11-03
Triad Wealth Partners, LLC
583,828$27.6M1.5%ETFMediumLawrence, KS2026-10-26
Sharkey, Howes & Javer
529,118$25.0M3.0%ETFMediumDenver, CO2026-10-22
MGO One Seven LLC
501,770$23.7M0.4%GrowthLowBeachwood, OH2026-10-28
Unique Wealth, LLC
490,100$23.1M2.6%ETFMediumTampa, FL2026-10-16
Choreo, LLC
441,933$20.9M0.2%IndexLowRockford, IL2026-10-28
West Wealth Group, LLC
427,987$20.2M3.1%ETFMediumIrvine, CA2026-10-14
Greater Midwest Financial Group, LLC
427,852$20.2M9.5%GrowthMediumSt. Paul, MN2026-10-13
Trek Financial, LLC
391,877$18.5M0.9%ETFHighScottsdale, AZ2026-10-29
Stone House Investment Management, LLC
386,378$18.2M2.4%ETFMediumTunkhannock, PA2026-10-23
SteelPeak Wealth, LLC
355,106$16.8M0.4%GrowthHighWoodland Hills, CA2026-10-16
Horst & Graben Wealth Management LLC
351,363$16.6M2.2%ETFMediumPortland, OR2026-11-02
Wealth Enhancement Advisory Services, LLC
317,207$15.1M0.0%CoreLowPlymouth, MN2026-10-13
Farther Finance Advisors, LLC
310,029$14.6M0.1%IndexLowSan Francisco, CA2026-10-08
Concurrent Investment Advisors, LLC
307,610$14.5M0.1%GrowthMediumTampa, FL2026-10-16
KWB Wealth
307,559$14.5M1.2%ETFMediumRedlands, CA2026-10-16
CFS Investment Advisory Services, LLC
303,342$15.1M1.0%ETFMediumTotowa, NJ2026-10-19
Centerline Wealth Advisors, LLC
293,037$13.8M4.3%ETFHighLouisville, KY2026-10-15
Embree Financial Group
286,843$13.5M1.3%ETFLowChicago, IL2026-10-22
Physician Wealth Advisors, Inc.
280,414$13.2M1.5%ETFMediumMidvale, UT2026-10-20
Diversify Advisory Services, LLC
278,330$12.1M0.2%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
278,330$12.1M0.2%GrowthMediumSandy, UT2026-10-20
Detalus Advisors, LLC
267,599$12.6M2.5%ETFLowSt. Louis, MO2026-10-15
MLG Wealth Management DBA Pine Grove Financial Group
267,095$12.6M1.2%ETFMediumWoodbury, MN2026-10-13
Kelly Financial Services LLC
264,999$12.5M2.7%ETFMediumBraintree, MA2026-10-20
Elevated Financial Group LLC
262,695$12.4M3.5%ETFMediumIndianapolis, IN2026-10-16
Security Financial Services, Inc.
259,654$12.3M1.6%ETFMediumFort Wayne, IN2026-10-29
Strategic Blueprint, LLC
256,158$12.1M0.6%ETFLowAtlanta, GA2026-10-22
Keeler & Nadler Financial Planning & Wealth Management
250,490$11.8M3.2%ETFLowDublin, OH2026-10-28
Cornerstone Wealth Group, LLC
248,940$11.7M0.7%CoreMediumHuntersville, NC2026-11-02
Tsfg, LLC
247,366$11.7M6.1%ETFLowLake Forest, IL2026-10-23
Avid Wealth Partners LLC
241,479$11.4M5.2%ETFMediumSan Antonio, TX2026-11-03
Cardinal Strategic Wealth Guidance
240,009$11.3M2.6%ETFMediumLouisville, KY2026-11-02
Hemming& Wealth Management, Inc.
230,657$10.9M6.4%ETFMediumTraverse City, MI2026-10-20
Buttonwood Financial Group, LLC
228,500$11.4M5.7%ETFMediumKansas City, MO2026-10-16
Golden State Wealth Management, LLC
227,251$10.7M1.0%ETFMediumSanta Ana, CA2026-11-02
Beacon Financial Group
226,085$10.7M1.0%ETFMediumDallas, TX2026-10-19
ShoreHaven Wealth Partners, LLC
223,421$10.5M3.2%ETFMediumRed Bank, NJ2026-10-16
Fifth Third Wealth Advisors LLC
222,224$10.5M0.3%IndexVery LowCincinnati, OH2026-10-22
Midwest Capital Advisors, LLC
214,756$10.1M3.6%ETFHighGrand Rapids, MI2026-11-04
Cypress Wealth Services, LLC
209,448$10.4M1.2%ETFLowPalm Desert, CA2026-10-21
Kestra Private Wealth Services, LLC
207,588$9.8M0.1%GrowthLowAustin, TX2026-10-30
Plancorp, LLC
205,687$8.1M0.2%ETFLowSaint Louis, MO2026-11-03
Swmg, LLC
204,457$8.2M1.8%ETFMediumFort Worth, TX2026-10-23
Archer Investment Management, LLC
202,755$9.6M3.0%ETFHighAustin, TX2026-10-13
Apeiron RIA LLC
200,863$9.6M2.2%ETFMediumDallas, TX2026-10-08
Sterling Group Wealth Management, LLC
197,959$9.3M3.6%ETFLowPasadena, CA2026-11-03
Brookstone Capital Management
192,755$9.1M0.1%ETFMediumWheaton, IL2026-10-22
One Advisory Partners, LLC
179,935$8.5M2.3%ETFMediumOverland Park, KS2026-10-22
Able Wealth Management LLC
178,896$8.8M1.9%ETFMediumToms River, NJ2026-10-13
Barings LLC
178,620$8.4M0.1%ETFLowCharlotte, NC2026-10-22
Apollon Wealth Management, LLC
178,108$8.4M0.1%GrowthLowMount Pleasant, SC2026-10-23
Beacon Capital Management, LLC
164,671$7.8M1.1%ETFMediumFranklin, TN2026-10-23
Patriot Financial Group Insurance Agency, LLC
164,181$7.7M0.7%GrowthLowWalpole, MA2026-10-14
Ashton Thomas Private Wealth, LLC
163,580$7.7M0.2%CoreMediumScottsdale, AZ2026-11-03
Lineweaver Wealth Advisors, LLC
158,148$7.5M0.9%ETFLowValley View, OH2026-10-13
Independent Financial Group, LLC
154,797$7.3M0.1%GrowthLowSan Diego, CA2026-10-13
Sovran Advisors, LLC
154,389$6.5M0.5%ETFMediumSan Diego, CA2026-11-02
Quadrant Private Wealth Management, LLC
154,318$7.3M1.0%GrowthLowCenter Valley, PA2026-11-04
Financial Life Advisors
153,347$7.2M2.1%ETFLowSan Antonio, TX2026-10-14
Simplicity Wealth,LLC
149,115$7.0M0.2%ETFLowSummit, NJ2026-10-23
Lincoln Capital Corp
146,149$6.9M2.3%ETFMediumEast Greenwich, RI2026-10-13
Central Pacific Bank - Trust Division
144,867$6.8M0.7%CoreMediumHonolulu, HI2026-10-06
Citigroup Inc
144,285$6.8M0.0%CoreMediumNew York, NY2026-11-04
Bay Harbor Wealth Management, LLC
142,575$6.7M1.5%ETFMediumHunt Valley, MD2026-11-03
Blue Trust, Inc.
141,182$6.7M0.1%ETFLowBrentwood, TN2026-10-15
StoneCrest Wealth Management, Inc.
139,814$6.6M2.1%ETFMediumChandler, AZ2026-11-03
15 Wealth Advisors LLC
132,560$6.3M1.6%ETFN/AMundelein, IL2026-10-14
TSA Wealth Managment LLC
128,993$6.1M1.7%ETFMediumHouston, TX2026-10-22
Berbice Capital Management LLC
127,928$6.0M3.0%MomentumLowMelville, NY2026-10-13
Intelligence Driven Advisers, LLC
127,348$6.0M1.0%ETFLowCarlsbad, CA2026-10-09
San Luis Wealth Advisors LLC
126,206$6.0M0.9%CoreMediumSan Luis Obispo, CA2026-10-27
Integras Partners LLC
122,149$5.8M3.2%CoreLowAlpharetta, GA2026-10-30
Clear Wave Wealth Management LLC
121,453$5.7M1.0%ETFN/ARed Bank, NJ2026-11-04
Gen-Wealth Partners Inc
117,363$5.5M1.6%CoreLowZeeland, MI2026-11-04
SigFig Wealth Management, LLC
117,149$5.5M0.1%ETFLowSan Francisco, CA2026-10-07
VestGen Advisors, LLC
115,148$5.4M0.2%GrowthMediumChicago, IL2026-10-27
Lifelong Wealth Advisors, Inc.
114,858$5.4M1.3%ETFLowArden Hills, MN2026-10-19
Skyline Advisors, Inc.
113,275$5.3M1.7%ETFMediumBellingham, WA2026-11-03
Newport Capital Group, LLC
109,871$4.9M3.3%ETFHighRed Bank, NJ2026-10-16
Hobbs Wealth Management, LLC
108,711$5.1M4.2%ETFLowZionsville, IN2026-10-20
Cobblestone Asset Management LLC
107,161$5.1M2.0%ETFMediumRichmond, VA2026-10-13
A4 Wealth Advisors LLC
104,724$4.9M3.2%ETFHighHuntersville, NC2026-10-20
Town Capital LLC
101,135$4.8M3.0%ETFHighBel Air, MD2026-11-03
RFG Advisory, LLC
100,652$4.7M0.1%ETFMediumBirmingham, AL2026-11-03
Focus Financial Network, Inc.
100,017$4.7M0.1%ETFLowMinneapolis, MN2026-10-14
CoreCap Advisors, LLC
96,447$4.6M0.1%ETFMediumSouthfield, MI2026-10-08
Cyndeo Wealth Partners, LLC
96,172$4.5M0.2%CoreMediumSt. Petersburg, FL2026-10-16
Pinion Investment Advisors, LLC
96,163$4.5M0.8%ETFLowWichita, KS2026-11-04
Novem Group
92,860$4.4M0.4%ETFMediumRochester, NY2026-10-19
Polaris Investment Advisors, LLC
91,628$4.3M2.8%ETFMediumFramingham, MA2026-10-20
LiftPoint Family Wealth Advisors LLC
91,083$4.3M2.9%ETFMediumFar Hills, NJ2026-11-03
Maia Wealth LLC
90,663$4.3M0.6%ETFMediumDenver, CO2026-10-19
Balefire, LLC
90,577$4.3M0.7%ETFMediumDallas, TX2026-10-09
Peak Wealth Management LLC
89,771$3.8M2.6%ETFMediumNashua, NH2026-10-26
PFG Advisors
86,524$4.1M0.2%ETFMediumPhoenix, AZ2026-10-16
Cornerstone Planning Group LLC
84,130$4.1M0.5%ETFMediumFairfield, NJ2026-10-16
Ashton Thomas Securities, LLC
82,689$3.9M0.4%ETFMediumRochester, NY2026-10-26
United Advisor Group, LLC
80,769$3.8M0.4%ETFLowCincinnati, OH2026-11-03
Redhawk Wealth Advisors, Inc.
79,379$3.7M0.4%ETFHighMinneapolis, MN2026-10-14
Lantz Financial LLC
79,321$3.7M0.7%ETFLowNaperville, IL2026-10-15
One Wealth Capital Management, LLC
79,286$3.7M1.4%GrowthMediumScottsdale, AZ2026-10-23
Ehrlich Financial Group
78,220$3.7M1.9%ETFHighLaguna Niguel, CA2026-10-20
Emergent Wealth Advisors, LLC
76,968$3.6M1.9%ETFMediumWilliamsville, NY2026-10-09
SWP Financial LLC
76,790$3.6M1.7%ETFMediumEncinitas, CA2026-10-23
Sageworth Trust Co
76,318$3.6M0.1%ETFLowLancaster, PA2026-10-30
Csenge Advisory Group
76,264$3.6M0.1%ETFMediumClearwater, FL2026-11-04
FFG Retirement Advisors LLC
74,432$3.5M1.9%ETFMediumCentennial, CO2026-10-20
Bedminster, LLC
74,075$3.5M2.9%ETFMediumBluffton, SC2026-11-04
Uptick Partners, LLC
73,421$3.5M0.5%ETFLowNacogdoches, TX2026-11-04
Advus Financial Partners, LLC
73,057$3.4M1.0%ETFLowWinter Park, FL2026-10-20
NWF Advisory Services Inc.
72,533$3.4M0.3%GARPLowLos Angeles, CA2026-10-19
Centurion Wealth Management LLC
71,351$3.4M0.8%ETFMediumMclean, VA2026-10-13
Asset One Wealth Management LLC
69,060$3.3M0.3%GrowthLowBellevue, WA2026-11-02
Hyposwiss Advisors SA
68,260$3.2M3.1%ETFLowGeneva, Switzerland2026-10-26
Absolute Capital Management, LLC
67,904$3.2M0.7%ETFMediumPittsburgh, PA2026-10-16
Verus Capital Partners, LLC
66,418$3.1M0.2%GrowthLowScottsdale, AZ2026-11-03
May Hill Capital, LLC
66,136$3.1M0.6%ETFLowCohasset, MA2026-11-03
Braun-Bostich & Associates Inc.
64,733$3.1M1.7%ETFMediumCanonsburg, PA2026-10-20
IFP Advisors, Inc
62,278$2.9M0.1%GrowthLowTampa, FL2026-10-16
Merkkuri Wealth Advisors LLC
62,121$2.9M1.8%ETFMediumHicksville, NY2026-11-03
Wealth Quarterback LLC
61,067$2.9M0.9%ETFMediumToms River, NJ2026-10-20
Ascentis Independent Advisors
59,865$2.8M0.2%ETFLowDallas, TX2026-11-03
Integrity Advisory Solutions, LLC
59,211$2.8M0.3%ETFMediumDallas, TX2026-10-29
Hoxton Planning & Management, LLC
57,758$2.7M0.7%ETFLowShepherdstown, WV2026-10-15
Retirement Wealth Solutions LLC
55,989$2.6M1.4%ETFLowMarshfield, WI2026-10-07
Portfolio Resources Advisor Group, Inc.
55,243$2.6M2.2%ETFMediumCoral Gables, FL2026-10-20
XY Planning Network, Inc.
53,659$2.5M0.3%ETFLowBozeman, MT2026-10-14
B.O.S.S. Retirement Advisors, LLC
52,890$2.5M0.7%ETFMediumLehi, UT2026-10-26
Firethorn Wealth Partners, LLC
52,193$2.5M0.8%ETFLowAugusta, GA2026-10-14
Rose Capital Advisors LLC
51,135$2.4M0.6%ETFN/AMiami Beach, FL2026-11-04
WealthPoint Financial, LLC
49,655$2.3M1.7%ETFMediumCramerton, NC2026-11-03
Armor Investment Advisors, LLC
49,166$2.3M0.8%ETFLowRaleigh, NC2026-10-27
Milestone Asset Management, LLC
47,550$2.2M0.4%GrowthHighPittsburgh, PA2026-10-15
Keystone Wealth Services, LLC
46,463$2.2M0.4%ETFHighPalm Desert, CA2026-11-03
Ridgeline Wealth Planning, LLC
46,338$2.2M1.3%ETFLowCenterville, OH2026-10-29
Legacy Advisory Services, LLC
46,186$2.2M1.6%ETFMediumExton, PA2026-10-20
Tempus Wealth Planning, LLC
46,005$2.2M0.4%ETFMediumIrvine, CA2026-10-14
Sowell Financial Services LLC
45,360$2.1M0.1%CoreLowNorth Little Rock, AR2026-10-23
B. Riley Wealth Advisors, Inc.
44,940$2.1M0.1%GrowthLowMemphis, TN2026-10-13
Arcadia Wealth Management, LLC
44,805$2.1M0.6%ETFLowManchester, NH2026-10-22
Northland Securities, Inc.
44,317$2.1M1.2%ETFLowMinneapolis, MN2026-11-02
Creative Planning
43,936$2.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Third View Private Wealth, LLC
42,253$2.0M0.2%GrowthLowWestport, CT2026-10-30
Commonwealth Retirement Investments LLC
42,040$2.0M0.5%CoreMediumRichmond, VA2026-10-26
Creative Financial Designs Inc
38,936$1.8M0.1%ETFMediumKokomo, IN2026-11-04
Arsenal Capital Advisors LLC
38,118$1.8M1.0%GrowthLowConshohocken, PA2026-11-02
Smart Wealth LLC
37,847$1.8M0.4%ETFHighOmaha, NE2026-11-04
Clear Creek Financial Management, LLC
37,765$1.8M0.1%ETFMediumSilverdale, WA2026-10-28
Zenith Solutions, Inc.
37,718$1.8M1.6%ETFN/APhiladelphia, PA2026-10-19
Omni 360 Wealth, Inc.
37,600$1.8M0.8%ETFLowPlainsboro, NJ2026-10-13
BCU Wealth Advisors, LLC
37,017$1.7M0.6%ETFLowVernon Hills, IL2026-10-16
WealthPLAN Partners, LLC
36,889$1.7M0.3%CoreMediumOmaha, NE2026-10-15
Sanchez Gaunt Capital Management, LLC
34,959$1.6M0.9%ETFN/AReno, NV2026-11-03
Spire Wealth Management
34,254$1.6M0.0%GrowthMediumMclean, VA2026-10-30
Wavvest Wealth LLC
33,769$1.6M1.3%ETFN/AChicago, IL2026-10-21
Traveka Wealth, LLC
33,518$1.6M0.5%ETFLowLos Altos, CA2026-10-19
Flagship Harbor Advisors, LLC
32,972$1.6M0.1%ETFMediumBoston, MA2026-10-26
Gilbert Capital Group, Inc.
32,195$1.5M1.1%ETFHighNorth Yarmouth, ME2026-10-28
Fairvoy Private Wealth, LLC
31,830$1.5M0.3%GrowthMediumBirmingham, AL2026-10-19
First Heartland Consultants, Inc.
31,523$1.5M0.1%ETFMediumLake St. Louis, MO2026-10-08
Global View Capital Management LLC
31,365$1.5M0.3%ETFHighWaukesha, WI2026-10-28
Cardinal Point Capital Management ULC
31,019$1.5M0.1%ValueLowToronto, Australia2026-10-21
PUREfi Wealth, LLC
28,618$1.4M0.6%GrowthMediumBoston, MA2026-10-19
Signature Estate & Investment Advisors LLC
28,293$1.3M0.0%ETFMediumLos Angeles, CA2026-10-13
Beacon Financial Planning, Inc
28,222$1.3M0.5%ETFVery LowHyannis, MA2026-11-04
Formidable Asset Management, LLC
28,058$1.5M0.2%CoreLowCincinnati, OH2026-11-03
Horizon Wealth Management, LLC
27,945$1.3M0.2%ETFVery HighLa Grange, IL2026-11-02
Two West Capital Advisors LLC
27,869$1.3M0.7%ETFLowOverland Park, KS2026-10-15
Sutton Place Investors LLC
27,515$1.3M0.6%ETFLowArmonk, NY2026-10-20
Asempa Wealth Advisors
27,490$1.3M1.0%ETFLowBaton Rouge, LA2026-10-07
Private Client Services, LLC
27,240$1.3M0.3%ETFMediumLouisville, KY2026-10-02
Private Trust Co NA
26,794$1.3M0.1%CoreLowCleveland, OH2026-10-20
Interchange Capital Partners, LLC
26,108$1.2M0.2%GrowthLowPittsburgh, PA2026-10-28
Sigma Planning Corp
24,948$1.2M0.0%GrowthMediumAnn Arbor, MI2026-10-23
DecisionMap Wealth Management, LLC
23,989$1.1M0.6%ETFLowGreat Falls, VA2026-10-29
Optivise Advisory Services LLC
23,521$1.1M0.5%ETFMediumFranklin, TN2026-10-19
Beacon Financial Advisory LLC
23,424$1.1M0.2%ETFLowCleveland, OH2026-10-16
Latitude Advisors, LLC
23,354$1.1M0.3%ETFLowYorkville, IL2026-10-27
FWG Investments, Llc.
23,244$1.1M0.5%ETFMediumLexington, KY2026-11-03
BXM Wealth LLC
22,850$1.1M0.6%GrowthLowEnglewood, CO2026-11-03
JFS Wealth Advisors, LLC
22,692$1.1M0.1%ETFVery LowHermitage, PA2026-11-03
MKT Advisors LLC
22,600$1.1M0.3%ETFLowCarlsbad, CA2026-10-20
Alterna Wealth Management, Inc
22,481$1.1M0.6%ETFMediumHouston, TX2026-10-27
W Advisors, LLC
22,420$1.1M0.5%CoreLowGermantown, TN2026-11-02
Acorn Financial Advisory Services Inc
22,417$1.1M0.1%ETFMediumReston, VA2026-11-02
Wealthcare Advisory Partners LLC
22,274$1.1M0.0%ETFLowWest Chester, PA2026-10-21
Fulcrum Equity Management
22,262$1.1M0.8%GrowthHighPlano, TX2026-10-21
Raleigh Capital Management Inc.
22,091$1.0M0.3%CoreMediumCary, NC2026-10-28
Accelerate Investment Advisors LLC
22,082$1.0M0.6%ETFLowAliso Viejo, CA2026-11-02
Amplius Wealth Advisors, LLC
21,704$1.0M0.1%ETFLowBlue Bell, PA2026-10-20
Unify Financial Advisors
21,659$1.0M0.9%ETFMediumClearwater, FL2026-11-03
Davenport & Co LLC
21,376$1.0M0.0%CoreMediumRichmond, VA2026-10-14
Silverlake Wealth Management LLC
21,181$999.5K0.2%ETFLowWilliston, VT2026-10-21
Cullen T Bankers, Inc.
20,963$989.2K0.0%GrowthLowSan Antonio, TX2026-10-28
Avidian Wealth Enterprises, LLC
20,945$988.4K0.0%ETFLowHouston, TX2026-10-08
M Holdings Securities, Inc.
20,848$8440.0%ETFHighPortland, OR2026-11-03
Catalyst Investment Management LLC
20,828$982.9K0.9%ETFMediumWindham, NH2026-10-21
Evolution Wealth Advisors, LLC
20,595$971.9K0.1%ETFLowAventura, FL2026-11-03
Global Wealth Strategies & Associates
20,408$963.1K0.2%ETFLowDenver, CO2026-10-02
Sound Income Strategies, LLC
20,337$968.1K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Lloyd Advisory Services, Llc.
20,174$952.0K0.4%ETFVery HighSuwanee, GA2026-11-02
Cassilly Financial Group LLC
19,896$938.9K0.6%ETFLowSeverna Park, MD2026-10-07
Perigon Wealth Management, LLC
19,392$915.1K0.0%GrowthLowSan Francisco, CA2026-10-22
Parallel Advisors, LLC
19,224$907.2K0.0%IndexLowSan Francisco, CA2026-11-03
Lantern Wealth Advisors, LLC
19,178$905.0K0.4%GrowthLowMelville, NY2026-10-22
Pinnacle Associates LTD
18,757$885.1K0.0%CoreLowNew York, NY2026-10-20
BridgePort Financial Solutions, LLC
18,733$884.0K0.2%ETFLowFairfield, IA2026-11-02
Integrated Wealth Management
18,593$877.4K0.9%ETFHighUniontown, OH2026-10-19
Caliber Wealth Management, LLC / KS
18,272$862.2K0.1%ETFLowOverland Park, KS2026-11-04
Signal Advisors Wealth, LLC
18,098$854.0K0.0%ETFLowDetroit, MI2026-10-13
LifeSteps Financial, Inc.
17,240$813.6K0.4%ETFLowClaremont, CA2026-10-15
RDA Financial Network
17,106$807.2K0.2%GrowthMediumAkron, IA2026-10-15
Grange Capital, LLC
16,724$789.2K0.7%GrowthMediumBeaverton, OR2026-10-20
Wedbush Securities Inc
16,720$789.0K0.0%CoreLowPasadena, CA2026-10-22
BAM Wealth Management, LLC
16,206$764.8K0.4%ETFHighLakewood, CO2026-10-15
WJ Wealth Management, LLC
16,109$760.1K0.3%ETFMediumGlendale, AZ2026-11-03
Box Hill Private Wealth LLC
15,547$733.7K0.5%ETFLowScottsdale, AZ2026-10-05
Semus Wealth Partners LLC
15,461$729.6K0.3%GrowthLowBoca Raton, FL2026-10-22
Castleview Partners, LLC
15,008$708.2K0.3%CoreMediumDallas, TX2026-10-09
Parkway Wealth Management Group, LLC
14,891$702.7K0.1%ETFHighPlano, TX2026-10-20
Key Capital Management, Inc
14,632$690.5K0.3%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Solstein Capital, LLC
14,546$686.4K0.2%CoreLowMenlo Park, CA2026-11-02
SAX Wealth Advisors, LLC
14,496$684.1K0.0%ETFVery LowParsippany, NJ2026-10-13
ASL Financial, LLC
14,372$678.2K0.5%ETFVery LowLos Gatos, CA2026-10-15
Signature Equity Partners, LLC
14,210$670.6K0.2%GrowthMediumColumbus, OH2026-10-29
Richardson Capital Management LLC
14,149$667.7K0.3%ETFLowMenomonee Falls, WI2026-10-23
IPG Investment Advisors LLC
13,517$637.9K0.1%CoreMediumSan Diego, CA2026-10-30
Apollon Financial, LLC
13,430$633.8K0.1%ETFVery LowMount Pleasant, SC2026-10-23
Crown Wealth Group, LLC
13,205$623.1K0.2%ETFMediumCharlotte, NC2026-10-19
First Growth Capital LLC
13,149$620.5K0.5%GrowthLowPikesville, MD2026-10-15
Cornerstone Wealth, LLC
12,885$521.1K0.2%ETFMediumGreeneville, TN2026-10-28
Carmel Capital Partners, LLC
12,881$607.9K0.2%ValueMediumSan Diego, CA2026-11-03
MN Wealth Advisors, LLC
12,856$606.7K0.2%ETFMediumOverland Park, KS2026-10-23
MSH Capital Advisors LLC
12,736$601.0K0.1%CoreLowScottsdale, AZ2026-11-03
Endowment Wealth Management, Inc.
12,471$588.5K0.2%ETFMediumAppleton, WI2026-11-03
Harbor Investment Advisory, LLC
11,849$559.2K0.0%GrowthLowLutherville, MD2026-10-13
Legacy Wealth Partners, LLC
11,652$549.9K0.1%ETFHighLakewood, CO2026-10-15
LexAurum Advisors, LLC
11,389$537.4K0.1%ETFLowOverland Park, KS2026-10-19
Cooper Financial Group
11,202$528.6K0.0%GrowthMediumIrvine, CA2026-10-07
Cape Investment Advisory, Inc.
10,807$510.0K0.1%ETFLowMcdonough, GA2026-10-13
McGlone Suttner Wealth Management, Inc.
10,755$507.5K0.1%ETFVery LowAppleton, WI2026-10-13
Aegis Wealth Management, Inc.
10,621$501.2K0.3%ETFMediumGuthrie Center, IA2026-10-26
Stackstone Wealth, LLC
10,382$489.9K0.0%CoreN/ADubuque, IA2026-10-19
Blue Capital, Inc.
10,277$485.0K0.3%CoreHighOmaha, NE2026-10-13
Hutchens & Kramer Investment Management Group, LLC
9,603$453.2K0.1%ETFLowIndianapolis, IN2026-10-16
Independent Wealth Advisors LLC
9,477$447.2K0.4%ETFLowCary, NC2026-10-27
Elevated Capital Advisors, LLC
9,311$439.4K0.1%ETFMediumSandy, UT2026-11-04
D.A. Davidson & Co.
9,176$433.0K0.0%CoreLowGreat Falls, MT2026-10-28
Lockerman Financial Group, Inc.
9,175$433.0K0.6%ETFMediumNewport Beach, CA2026-10-19
Spinnaker Investment Group, LLC
9,160$432.3K0.1%ETFLowNewport Beach, CA2026-10-13
Mainstream Capital Management LLC
8,573$404.6K0.2%GrowthLowLos Angeles, CA2026-10-23
Atlas Brown,Inc.
8,530$402.5K0.1%GrowthLowLouisville, KY2026-10-09
LongView Wealth Management
8,406$396.7K0.1%ETFLowAtlanta, GA2026-10-19
Prime Capital Investment Advisors, LLC
8,374$395.2K0.0%ETFLowOverland Park, KS2026-10-20
Midwest Financial Network, LLC
8,315$392.4K0.3%ETFHighTinley Park, IL2026-10-13
SeaCrest Wealth Management, LLC
8,277$390.6K0.0%GrowthLowPurchase, NY2026-10-21
Oregon Pacific Wealth Management, LLC
8,155$384.8K0.4%ETFMediumMedford, OR2026-10-20
Kingswood Wealth Advisors, LLC
7,955$375.4K0.0%GrowthLowSan Diego, CA2026-10-23
Fiscal Wisdom Wealth Management, LLC
7,914$373.5K0.4%ETFMediumCanton, CT2026-10-16
Cascade Investment Group, Inc.
7,900$372.8K0.2%CoreLowColorado Springs, CO2026-10-13
Quartz Partners, LLC
7,815$368.8K0.1%GARPMediumSaratoga Springs, NY2026-11-03
StoneX Group Inc.
7,660$361.5K0.0%ETFMediumNew York, NY2026-11-03
Pacific Excel Wealth Advisors, Inc.
7,422$348.6K0.4%ETFHighWalnut Creek, CA2026-10-27
Ballast Rock Private Wealth LLC
7,270$343.1K0.2%ETFMediumCharleston, SC2026-10-26
Advisory Solutions Group, LLC
7,255$342.4K0.1%ETFN/APlymouth, MN2026-10-14
HB Wealth Management, LLC
7,151$337.5K0.0%IndexVery LowAtlanta, GA2026-10-23
PKS Advisory Services, LLC
7,145$376.7K0.1%ETFMediumAlbany, NY2026-10-26
EverSource Wealth Advisors, LLC
7,143$337.1K0.0%CoreMediumBirmingham, AL2026-11-04
Waldron Private Wealth LLC
6,761$319.1K0.0%ETFVery LowBridgeville, PA2026-11-02
Krilogy Financial LLC
6,756$316.4K0.0%GrowthLowSt. Louis, MO2026-10-13
Bdfs Capital LLC
6,753$318.7K0.2%ETFLowRehoboth Beach, DE2026-10-14
Saxon Interests, Inc.
6,544$308.8K0.1%ETFMediumHouston, TX2026-10-26
RCS Financial Planning, LLC
6,425$303.2K0.2%ETFMediumAnnapolis, MD2026-10-14
Entrewealth, LLC
6,368$300.5K0.1%ETFLowAustin, TX2026-10-14
Baker Tilly Wealth Management, LLC
6,350$299.7K0.1%GrowthLowMadison, WI2026-10-05
Syntegra Private Wealth Group, LLC
6,171$291.2K0.0%ETFLowChesterfield, MO2026-10-13
Trinity Wealth Management, LLC
6,120$288.8K0.1%ETFMediumBerwyn, PA2026-10-13
Strategy Asset Managers LLC
6,050$285.5K0.0%CoreLowPasadena, CA2026-10-14
Advisor OS, LLC
5,996$283.0K0.0%ETFMediumChicago, IL2026-11-03
Stewardship Advisors, LLC
5,856$276.3K0.1%ETFMediumMount Joy, PA2026-10-20
Atlatl Advisers LLC
5,465$257.9K0.1%Agg GrowthHighMadison, WI2026-10-22
Soltis Investment Advisors LLC
5,392$254.4K0.0%CoreMediumSt. George, UT2026-10-28
Chicago Partners Investment Group LLC
5,373$217.3K0.0%GARPLowChicago, IL2026-10-27
Elevation Wealth Management LLC
5,148$242.9K0.2%Agg GrowthLowEden Prairie, MN2026-11-02
Auctus Advisors LLC
5,122$241.7K0.2%ETFLowCharlotte, NC2026-10-23
Bison Wealth, LLC
5,117$239.7K0.0%GrowthMediumAtlanta, GA2026-10-13
Richmond Investment Services, LLC
4,948$233.5K0.1%ETFLowMequon, WI2026-10-29
Winthrop Advisory Group LLC
4,902$231.3K0.0%ETFVery LowBoston, MA2026-10-22
AA Financial Advisors, LLC
4,866$229.6K0.0%ETFMediumColumbus, OH2026-10-19
Forthright Family Wealth Advisory LLC
4,762$224.7K0.1%ETFHighHouston, TX2026-11-03
NBT Bank, N.A.
4,571$215.7K0.0%CoreLowNorwich, NY2026-10-21
Smith & Howard Wealth Management, LLC
4,523$213.4K0.0%ETFLowAtlanta, GA2026-10-27
Team Financial Group, LLC
4,472$211.0K0.1%ETFLowTemecula, CA2026-10-30
World Equity Group, Inc.
4,436$209.3K0.1%GrowthMediumSchaumburg, IL2026-10-14
Blue Zone Wealth Advisors, LLC
4,250$200.6K0.0%MomentumLowLos Angeles, CA2026-10-19
Chilton Capital Management LLC
4,100$193.5K0.0%GrowthMediumHouston, TX2026-10-28
Mather Group, Llc.
3,777$178.2K0.0%ETFMediumChicago, IL2026-10-14
Kingdom Financial Group Llc.
3,455$163.0K0.0%ETFMediumPeoria, AZ2026-11-04
Gilpin Wealth Management, LLC
3,314$156.4K0.1%GrowthLowDenver, CO2026-10-09
Heritage Family Offices, LLP
3,140$148.2K0.0%GrowthHighScottsdale, AZ2026-11-02
First Horizon Corp
2,837$133.9K0.0%CoreLowMemphis, TN2026-10-26
Reap Financial Group, LLC
2,755$130.0K0.0%ETFLowAustin, TX2026-11-02
Balance Wealth Partners LLC
2,409$113.7K0.0%ETFMediumWorthington, OH2026-10-27
Financial Management Professionals, Inc.
2,073$97.8K0.0%ETFMediumAustin, TX2026-10-23
Jnba Financial Advisors
1,866$88.1K0.0%ETFMediumBloomington, MN2026-11-03
Mosley Wealth Management
1,860$80.6K0.0%ETFHighAnaheim, CA2026-10-16
Montgomery Financial Services LLC
1,832$86.5K0.1%ETFN/AOcean City, MD2026-11-03
TD Waterhouse Canada Inc.
1,500$71.8K0.0%CoreLowToronto, Australia2026-10-16
Vermillion Wealth Management, Inc.
1,499$70.7K0.1%ValueLowRosemount, MN2026-10-26
Quest 10 Wealth Builders, Inc.
1,425$67.2K0.0%ETFLowFuquay-Varina, VA2026-11-02
Nemes Rush Group LLC
1,182$55.8K0.0%CoreVery LowNovi, MI2026-11-04
Wells Financial Advisors Inc
1,130$53.3K0.5%ETFVery LowFramingham, MA2026-11-02
UMB Private Wealth Management, LLC
1,008$47.6K0.0%GrowthN/AKansas City, MO2026-10-19
Arlington Trust Co LLC
1,000$47.2K0.0%ETFMediumBirmingham, AL2026-10-20
Bokf, NA
985$46.5K0.0%CoreLowTulsa, OK2026-10-27
Salomon & Ludwin, LLC
901$42.5K0.0%ETFVery LowRichmond, VA2026-10-29
Advocate Investing Services LLC
901$42.5K0.0%ETFLowWoodbine, MD2026-10-26
Prudent Man Investment Management, Inc.
895$42.2K0.0%ETFVery LowLouisville, CO2026-11-03
Yankcom Partnership
753$35.5K0.0%CoreVery LowYankton, SD2026-10-15
Keystone Financial Group, Inc.
736$34.7K0.0%ETFLowAtlanta, GA2026-10-13
Lanark Financial, Inc.
702$33.1K0.0%CoreMediumBirmingham, AL2026-10-26
Reyes Financial Architecture, Inc.
509$24.0K0.0%ETFVery HighSan Diego, CA2026-10-22
Beacon Investment Advisory Services, Inc.
489$23.1K0.0%GrowthLowMorristown, NJ2026-10-13
Clark Wealth Partners
461$21.8K0.0%ETFVery LowO'Fallon, IL2026-10-19
Key FInancial Inc
446$21.0K0.0%ETFLowWest Chester, PA2026-11-02
GK Wealth Management LLC
415$19.6K0.0%GARPVery HighReno, NV2026-10-09
Hazlett, Burt & Watson, Inc.
393$190.0%CoreVery LowWheeling, WV2026-11-04
Essential Partners LLC
375$17.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
William Mack & Associates, Inc.
365$17.2K0.0%ETFLowTroy, MI2026-10-27
Investment Research & Advisory Group, Inc.
335$15.8K0.0%GrowthVery LowAtlanta, GA2026-10-19
City State Bank
310$14.6K0.0%GrowthVery LowNorwalk, IA2026-10-20
Capital Investment Advisory Services, LLC
244$11.5K0.0%CoreMediumRaleigh, NC2026-10-30
Asset Dedication, LLC
240$11.3K0.0%ETFLowSan Francisco, CA2026-11-03
Nfsg Corp
231$10.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Atlantic Edge Private Wealth Management, LLC
219$10.3K0.0%CoreLowJacksonville, FL2026-10-20
Nova Financial LLC
174$8.2K0.0%N/AN/ATucson, AZ2026-11-04
AlphaCore Capital LLC
165$7.8K0.0%ETFLowLa Jolla, CA2026-11-04
Networth Advisors, LLC
162$7.6K0.0%ETFMediumCanonsburg, PA2026-11-03
Meriwether Wealth & Planning, LLC
154$7.3K0.0%ETFMediumMinden, LA2026-10-13
Compass Financial Management LLC
123$5.8K0.0%CoreN/ATampa, FL2026-10-30
Transce3nd, LLC
118$5.1K0.0%GrowthLowBuda, TX2026-10-26
Evolution Wealth Management Inc.
114$5.4K0.0%ETFMediumFort Myers, FL2026-10-28
SJS Investment Consulting Inc.
102$4.8K0.0%ETFVery LowSylvania, OH2026-10-26
Signature Resources Capital Management, LLC
89$4.2K0.0%ETFLowNewport Beach, CA2026-10-16
Parkside Financial Bank & Trust
73$3.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
United Financial Planning Group LLC
61$2.9K0.0%ETFHighHauppauge, NY2026-11-04
Register Financial Advisors LLC
46$2.2K0.0%GARPLowAtlanta, GA2026-10-23
Horizon Financial Services, LLC
45$2.1K0.0%ETFLowWinston Salem, NC2026-11-04
Reicon Wealth Advisors, LLC
45$2.1K0.0%ETFLowAtlanta, GA2026-11-04
Glass Jacobson Investment Advisors llc
39$1.8K0.0%ETFLowOwings Mills, MD2026-10-26
Bfsg, LLC
31$1.5K0.0%CoreLowIrvine, CA2026-10-30
Proathlete Wealth Management LLC
30$1.4K0.0%ETFVery LowBoca Raton, FL2026-10-15
Lynch Investment Planning, LLC
28$1.3K0.0%ETFLowNewtown Square, PA2026-10-27
Pinnacle Wealth Planning Services, Inc.
22$1.0K0.0%GARPLowMansfield, OH2026-10-27
Downshift Financial, LLC
8$3780.0%ETFLowBoulder, CO2026-10-13
DecisionPoint Financial, LLC
4$1900.0%ETFVery LowMesa, AZ2026-10-27
Provenance Wealth Advisors, LLC
2$940.0%ETFLowFort Lauderdale, FL2026-10-30