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Ishares U.S. Thematic Rotati (THRO)

CUSIP: 09290C806 | NYSE | 643 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

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

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock Portfolio Management LLC4,794,9193.2%Newly reportedJun 30, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC4,794,919
3.2% of class · Jun 30, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Park Avenue Securities LLC3,500,585
2.6% of portfolio›$154.0M
Sofi Wealth, LLC2,446,051
4.2% of portfolio›$107.6M
JB Capital LLC1,195,674
1.8% of portfolio›$52.6M
Commonwealth Equity Services, LLC1,083,772
0.1% of portfolio›$47.7M
Vise Technologies, Inc.855,496
0.3% of portfolio›$37.6M
Goldstein Advisors, LLC687,739
2.7% of portfolio›$30.2M
Ascent Group, LLC592,529
0.8% of portfolio›$26.1M
Kestra Advisory Services, LLC581,284
0.1% of portfolio›$25.6M
Atria Investments, Inc512,524
0.2% of portfolio›$22.5M
Triad Wealth Partners, LLC477,393
1.2% of portfolio›$21.0M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors474,938
1.0% of portfolio›$20.9M
Cambridge Investment Research Advisors, Inc.453,836
0.1% of portfolio›$20.0M
Truist Financial Corp428,232
0.0% of portfolio›$18.8M
West Wealth Group, LLC389,756
2.7% of portfolio›$17.1M
Sharkey, Howes & Javer375,255
2.0% of portfolio›$16.5M
MGO One Seven LLC350,059
0.3% of portfolio›$15.4M
Trek Financial, LLC339,474
0.7% of portfolio›$14.9M
Perigon Wealth Management, LLC320,507
0.2% of portfolio›$14.1M
McKinley Carter Wealth Services, Inc.317,057
0.7% of portfolio›$13.9M
Stone House Investment Management, LLC290,738
1.7% of portfolio›$12.8M
Farther Finance Advisors, LLC282,051
0.1% of portfolio›$12.4M
Security Financial Services, Inc.267,934
1.6% of portfolio›$11.8M
Horst & Graben Wealth Management LLC266,571
1.5% of portfolio›$11.7M
Shepherd Financial Partners LLC249,119
0.9% of portfolio›$11.0M
Wealth Enhancement Advisory Services, LLC246,284
0.0% of portfolio›$11.0M
Diversify Wealth Management, LLC236,664
0.2% of portfolio›$10.4M
Diversify Advisory Services, LLC236,664
0.2% of portfolio›$10.4M
KWB Wealth234,499
0.9% of portfolio›$10.3M
Kelly Financial Services LLC230,609
2.2% of portfolio›$10.1M
CFS Investment Advisory Services, LLC229,795
0.7% of portfolio›$10.3M
SteelPeak Wealth, LLC224,281
0.2% of portfolio›$9.9M
Embree Financial Group216,026
0.9% of portfolio›$9.5M
MLG Wealth Management DBA Pine Grove Financial Group214,065
0.9% of portfolio›$9.4M
Strategic Blueprint, LLC213,902
0.5% of portfolio›$9.4M
Physician Wealth Advisors, Inc.206,710
1.0% of portfolio›$9.1M
Integrity Alliance, Llc.205,730
0.3% of portfolio›$9.0M
Cypress Wealth Services, LLC176,831
0.9% of portfolio›$7.9M
Golden State Wealth Management, LLC176,044
0.7% of portfolio›$7.7M
Beacon Financial Group173,639
0.7% of portfolio›$7.6M
Plancorp, LLC173,496
0.2% of portfolio›$7.5M
15 Wealth Advisors LLC173,471
1.9% of portfolio›$7.6M
Sovran Advisors, LLC169,268
0.5% of portfolio›$7.4M
Swmg, LLC164,245
1.6% of portfolio›$7.2M
ShoreHaven Wealth Partners, LLC163,469
2.2% of portfolio›$7.2M
Claro Advisors Inc.161,412
0.7% of portfolio›$7.1M
Able Wealth Management LLC153,923
1.5% of portfolio›$6.9M
Assetmark, Inc153,674
0.0% of portfolio›$6.8M
Concurrent Investment Advisors, LLC152,771
0.0% of portfolio›$6.7M
One Advisory Partners, LLC150,905
1.8% of portfolio›$6.6M
Midwest Capital Advisors, LLC149,487
2.4% of portfolio›$6.6M
Ashton Thomas Private Wealth, LLC145,317
0.1% of portfolio›$6.4M
Kestra Private Wealth Services, LLC144,049
0.1% of portfolio›$6.3M
Archer Investment Management, LLC138,964
1.9% of portfolio›$6.1M
Brookstone Capital Management138,622
0.1% of portfolio›$6.1M
Beacon Capital Management, LLC138,387
0.8% of portfolio›$6.1M
TSA Wealth Managment LLC132,364
1.6% of portfolio›$5.8M
Parallel Advisors, LLC129,368
0.1% of portfolio›$5.7M
Quadrant Private Wealth Management, LLC126,473
0.7% of portfolio›$5.6M
Apollon Wealth Management, LLC122,675
0.1% of portfolio›$5.4M
Citigroup Inc117,740
0.0% of portfolio›$5.2M
Gen-Wealth Partners Inc113,246
1.4% of portfolio›$5.0M
Simplicity Wealth,LLC110,620
0.1% of portfolio›$4.9M
Bay Harbor Wealth Management, LLC107,464
1.1% of portfolio›$4.7M
Ehrlich Financial Group106,911
2.4% of portfolio›$4.7M
LiftPoint Family Wealth Advisors LLC105,958
3.1% of portfolio›$4.7M
Blue Trust, Inc.105,794
0.0% of portfolio›$4.7M
Independent Financial Group, LLC99,992
0.1% of portfolio›$4.4M
Skyline Advisors, Inc.98,304
1.3% of portfolio›$4.3M
Buttonwood Financial Group, LLC95,175
2.2% of portfolio›$4.3M
Focus Financial Network, Inc.92,056
0.1% of portfolio›$4.0M
Polaris Investment Advisors, LLC84,508
2.4% of portfolio›$3.7M
A4 Wealth Advisors LLC83,182
2.4% of portfolio›$3.7M
Hobbs Wealth Management, LLC82,284
3.0% of portfolio›$3.6M
Town Capital LLC81,623
2.3% of portfolio›$3.6M
Patriot Financial Group Insurance Agency, LLC81,529
0.3% of portfolio›$3.6M
Forthright Family Wealth Advisory LLC81,177
2.0% of portfolio›$3.6M
Wetzel Investment Advisors, Inc.80,265
1.2% of portfolio›$3.5M
Apeiron RIA LLC79,188
0.8% of portfolio›$3.5M
Private Client Services, LLC77,840
0.9% of portfolio›$3.4M
SigFig Wealth Management, LLC77,396
0.1% of portfolio›$3.4M
Cobblestone Asset Management LLC77,197
1.4% of portfolio›$3.4M
VestGen Advisors, LLC77,094
0.1% of portfolio›$3.4M
Newport Capital Group, LLC76,019
2.2% of portfolio›$3.3M
IFP Advisors, Inc75,411
0.1% of portfolio›$3.3M
Lifelong Wealth Advisors, Inc.73,060
0.7% of portfolio›$3.2M
Firethorn Wealth Partners, LLC72,937
1.0% of portfolio›$3.2M
GW Henssler & Associates LTD72,791
0.1% of portfolio›$3.2M
CoreCap Advisors, LLC72,492
0.1% of portfolio›$3.2M
One Wealth Capital Management, LLC70,737
1.2% of portfolio›$3.1M
Advus Financial Partners, LLC69,812
0.9% of portfolio›$3.1M
Pinion Investment Advisors, LLC69,275
0.5% of portfolio›$3.0M
Elevation Point Wealth Partners, LLC66,449
0.0% of portfolio›$2.9M
Cornerstone Planning Group LLC65,840
0.4% of portfolio›$2.9M
Integrated Advisors Network LLC65,761
0.1% of portfolio›$2.9M
Balefire, LLC64,281
0.4% of portfolio›$2.8M
PFG Advisors63,384
0.1% of portfolio›$2.8M
Lantz Financial LLC62,833
0.5% of portfolio›$2.8M
Forte Asset Management LLC62,772
1.1% of portfolio›$2.8M
May Hill Capital, LLC62,041
0.5% of portfolio›$2.7M
Braun-Bostich & Associates Inc.62,004
1.6% of portfolio›$2.7M
Redhawk Wealth Advisors, Inc.60,529
0.3% of portfolio›$2.7M
Maia Wealth LLC59,973
0.4% of portfolio›$2.6M
SWP Financial LLC58,974
1.2% of portfolio›$2.6M
Tempus Wealth Planning, LLC57,580
0.5% of portfolio›$2.5M
Scissortail Wealth Management, LLC56,758
0.5% of portfolio›$2.5M
Csenge Advisory Group56,611
0.1% of portfolio›$2.5M
Retirement Wealth Solutions LLC56,208
1.3% of portfolio›$2.5M
Bedminster, LLC54,721
2.0% of portfolio›$2.4M
Verus Capital Partners, LLC54,417
0.1% of portfolio›$2.4M
Ascentis Independent Advisors53,262
0.1% of portfolio›$2.3M
Asset One Wealth Management LLC52,440
0.2% of portfolio›$2.3M
Absolute Capital Management, LLC51,913
0.5% of portfolio›$2.3M
RFG Advisory, LLC51,013
0.0% of portfolio›$2.2M
B.O.S.S. Retirement Advisors, LLC50,792
0.6% of portfolio›$2.2M
Centurion Wealth Management LLC50,133
0.5% of portfolio›$2.2M
Ashton Thomas Securities, LLC49,872
0.2% of portfolio›$2.2M
Smart Wealth LLC46,567
0.4% of portfolio›$2.0M
Hoxton Planning & Management, LLC46,088
0.5% of portfolio›$2.0M
FFG Retirement Advisors LLC45,136
1.1% of portfolio›$2.0M
Rose Capital Advisors LLC45,038
0.5% of portfolio›$2.0M
Portfolio Resources Advisor Group, Inc.42,101
1.5% of portfolio›$1.9M
United Advisor Group, LLC42,036
0.2% of portfolio›$1.8M
Arcadia Wealth Management, LLC40,757
0.5% of portfolio›$1.8M
Milestone Asset Management, LLC38,584
0.3% of portfolio›$1.7M
Commonwealth Retirement Investments LLC38,569
0.5% of portfolio›$1.7M
Spire Wealth Management38,135
0.1% of portfolio›$1.7M
Legacy Advisory Services, LLC37,657
1.2% of portfolio›$1.7M
Mather Group, Llc.37,618
0.0% of portfolio›$1.7M
Zenith Solutions, Inc.37,007
1.4% of portfolio›$1.6M
XY Planning Network, Inc.34,874
0.2% of portfolio›$1.5M
WealthPoint Financial, LLC34,276
1.1% of portfolio›$1.5M
Integrity Advisory Solutions, LLC32,372
0.1% of portfolio›$1.4M
Caliber Wealth Management, LLC / KS31,841
0.1% of portfolio›$1.4M
B. Riley Wealth Advisors, Inc.28,038
0.0% of portfolio›$1.2M
BCU Wealth Advisors, LLC26,899
0.4% of portfolio›$1.2M
WealthPLAN Partners, LLC25,425
0.2% of portfolio›$1.1M
Flagship Harbor Advisors, LLC25,067
0.0% of portfolio›$1.1M
Asempa Wealth Advisors25,016
0.8% of portfolio›$1.1M
Clear Creek Financial Management, LLC24,268
0.1% of portfolio›$1.1M
Signature Estate & Investment Advisors LLC23,465
0.0% of portfolio›$1.0M
MKT Advisors LLC22,801
0.3% of portfolio›$1.0M
Omni 360 Wealth, Inc.22,760
0.5% of portfolio›$1.0M
Wavvest Wealth LLC22,473
0.8% of portfolio›$988.4K
Etesian Wealth Advisors, Inc.22,240
0.3% of portfolio›$978.1K
Interchange Capital Partners, LLC22,233
0.2% of portfolio›$975.0K
Two West Capital Advisors LLC22,113
0.5% of portfolio›$974.1K
First Heartland Consultants, Inc.21,787
0.1% of portfolio›$958.2K
Cassilly Financial Group LLC21,236
0.6% of portfolio›$933.9K
JFS Wealth Advisors, LLC21,192
0.0% of portfolio›$932.0K
FWG Investments, Llc.21,140
0.4% of portfolio›$929.7K
Lantern Wealth Advisors, LLC20,875
0.4% of portfolio›$918.1K
Merkkuri Wealth Advisors LLC20,828
0.6% of portfolio›$916.0K
M Holdings Securities, Inc.19,999
0.0% of portfolio›$865
Sutton Place Investors LLC19,979
0.4% of portfolio›$878.7K
Avior Wealth Management, LLC19,898
0.0% of portfolio›$875.1K
Sanchez Gaunt Capital Management, LLC18,752
0.5% of portfolio›$824.7K
Raleigh Capital Management Inc.18,421
0.3% of portfolio›$810.2K
Northland Securities, Inc.18,333
0.5% of portfolio›$806.3K
Gilliland Jeter Wealth Management LLC17,716
0.2% of portfolio›$779.2K
Beacon Financial Advisory LLC17,627
0.1% of portfolio›$775.2K
Lloyd Advisory Services, Llc.16,934
0.3% of portfolio›$744.8K
Accelerate Investment Advisors LLC16,850
0.4% of portfolio›$741.1K
Alterna Wealth Management, Inc16,593
0.4% of portfolio›$729.7K
Sigma Planning Corp16,497
0.0% of portfolio›$725.5K
W Advisors, LLC16,417
0.3% of portfolio›$722.0K
Optivise Advisory Services LLC15,778
0.3% of portfolio›$693.9K
Integrated Wealth Management15,636
0.7% of portfolio›$687.7K
SAX Wealth Advisors, LLC15,139
0.0% of portfolio›$665.8K
Latitude Advisors, LLC15,102
0.2% of portfolio›$664.2K
Stackstone Wealth, LLC15,045
0.1% of portfolio›$661.7K
Private Trust Co NA14,767
0.1% of portfolio›$649.5K
BAM Wealth Management, LLC14,604
0.3% of portfolio›$642.3K
Wedbush Securities Inc14,390
0.0% of portfolio›$633.0K
BridgePort Financial Solutions, LLC14,316
0.1% of portfolio›$629.6K
Avidian Wealth Enterprises, LLC14,234
0.0% of portfolio›$626.0K
Creative Financial Designs Inc14,032
0.0% of portfolio›$617.1K
Key Capital Management, Inc13,558
0.2% of portfolio›$596.3K
Signal Advisors Wealth, LLC13,020
0.0% of portfolio›$572.6K
RDA Financial Network12,969
0.1% of portfolio›$570.4K
Avantra Family Wealth, Inc.12,544
0.3% of portfolio›$551.7K
Semus Wealth Partners LLC12,354
0.2% of portfolio›$543.3K
Davenport & Co LLC11,311
0.0% of portfolio›$497.5K
LifeSteps Financial, Inc.11,089
0.2% of portfolio›$487.7K
Legacy Wealth Partners, LLC10,680
0.1% of portfolio›$469.7K
Parkway Wealth Management Group, LLC10,631
0.1% of portfolio›$467.6K
Signature Equity Partners, LLC10,523
0.2% of portfolio›$462.8K
MSH Capital Advisors LLC10,495
0.1% of portfolio›$461.6K
Fifth Third Wealth Advisors LLC10,486
0.0% of portfolio›$461.2K
Aegis Wealth Management, Inc.10,223
0.3% of portfolio›$449.6K
MN Wealth Advisors, LLC10,025
0.2% of portfolio›$440.9K
Carmel Capital Partners, LLC9,981
0.2% of portfolio›$439.0K
Creative Planning9,666
0.0% of portfolio›$425.1K
LexAurum Advisors, LLC9,485
0.0% of portfolio›$417.2K
Mainstream Capital Management LLC9,352
0.2% of portfolio›$411.3K
Cooper Financial Group9,095
0.0% of portfolio›$400.0K
Sowell Financial Services LLC9,062
0.0% of portfolio›$398.6K
Cape Investment Advisory, Inc.8,449
0.1% of portfolio›$371.6K
RCS Financial Planning, LLC8,297
0.2% of portfolio›$364.9K
Sound Income Strategies, LLC8,205
0.0% of portfolio›$365.4K
Castleview Partners, LLC8,107
0.2% of portfolio›$356.6K
ASL Financial, LLC7,972
0.2% of portfolio›$350.6K
Hutchens & Kramer Investment Management Group, LLC7,536
0.1% of portfolio›$331.4K
Novem Group7,366
0.0% of portfolio›$324.0K
Kingswood Wealth Advisors, LLC7,277
0.0% of portfolio›$320.0K
Oregon Pacific Wealth Management, LLC7,264
0.3% of portfolio›$319.5K
Lockerman Financial Group, Inc.6,967
0.4% of portfolio›$306.4K
Elevated Capital Advisors, LLC6,949
0.1% of portfolio›$305.6K
Blue Capital, Inc.6,752
0.2% of portfolio›$296.9K
Fulcrum Equity Management6,717
0.2% of portfolio›$295.4K
PUREfi Wealth, LLC5,901
0.1% of portfolio›$259.5K
Richmond Investment Services, LLC5,815
0.1% of portfolio›$255.7K
Midwest Financial Network, LLC5,775
0.2% of portfolio›$254.0K
Patton Albertson Miller Group, LLC5,727
0.0% of portfolio›$251.9K
Uptick Partners, LLC5,611
0.0% of portfolio›$246.8K
SeaCrest Wealth Management, LLC5,604
0.0% of portfolio›$246.5K
Apollon Financial, LLC5,600
0.0% of portfolio›$246.3K
Advisory Solutions Group, LLC5,524
0.1% of portfolio›$243.0K
Pacific Excel Wealth Advisors, Inc.5,483
0.3% of portfolio›$241.1K
Krilogy Financial LLC5,434
0.0% of portfolio›$242.9K
Fiscal Wisdom Wealth Management, LLC5,368
0.3% of portfolio›$236.1K
Quartz Partners, LLC5,361
0.1% of portfolio›$235.8K
Spinnaker Investment Group, LLC5,336
0.0% of portfolio›$234.7K
Bison Wealth, LLC5,277
0.0% of portfolio›$235.9K
EverSource Wealth Advisors, LLC5,263
0.0% of portfolio›$231.5K
Entrewealth, LLC5,096
0.1% of portfolio›$224.1K
Beacon Financial Planning, Inc5,067
0.1% of portfolio›$222.8K
Herbst Group, LLC5,000
0.1% of portfolio›$219.9K
Elevation Wealth Management LLC4,965
0.1% of portfolio›$218.4K
PKS Advisory Services, LLC4,901
0.0% of portfolio›$211.4K
Symphony Financial, Ltd. Co.4,790
0.0% of portfolio›$211.8K
LongView Wealth Management4,769
0.1% of portfolio›$209.8K
Stewardship Advisors, LLC4,755
0.0% of portfolio›$209.1K
Kingdom Financial Group Llc.3,848
0.0% of portfolio›$169.2K
Mosley Wealth Management3,632
0.0% of portfolio›$160.3K
Team Financial Group, LLC2,881
0.1% of portfolio›$126.7K
Heritage Family Offices, LLP2,556
0.0% of portfolio›$112.4K
Reap Financial Group, LLC2,462
0.0% of portfolio›$108.3K
Wells Financial Advisors Inc2,250
0.9% of portfolio›$99.0K
Prudent Man Investment Management, Inc.2,052
0.0% of portfolio›$90.2K
Montgomery Financial Services LLC1,539
0.1% of portfolio›$67.7K
Quest 10 Wealth Builders, Inc.1,272
0.0% of portfolio›$55.9K
Jnba Financial Advisors1,251
0.0% of portfolio›$55.0K
Lanark Financial, Inc.1,158
0.0% of portfolio›$50.9K
Clark Wealth Partners865
0.0% of portfolio›$38.0K
Advocate Investing Services LLC851
0.0% of portfolio›$37.4K
UMB Private Wealth Management, LLC840
0.0% of portfolio›$36.9K
Tsfg, LLC799
0.0% of portfolio›$35.0K
Harbor Investment Advisory, LLC394
0.0% of portfolio›$17.3K
Yankcom Partnership394
0.0% of portfolio›$17.3K
Abound Wealth Management387
0.0% of portfolio›$17.0K
Beacon Investment Advisory Services, Inc.347
0.0% of portfolio›$15.3K
Armor Investment Advisors, LLC322
0.0% of portfolio›$14.2K
Asset Dedication, LLC303
0.0% of portfolio›$13.3K
NorthAvenue LLC303
0.0% of portfolio›$13.3K
Essential Partners LLC303
0.0% of portfolio›$13.3K
Nemes Rush Group LLC266
0.0% of portfolio›$11.7K
Investors Research Corp228
0.0% of portfolio›$10.0K
Cullen T Bankers, Inc.218
0.0% of portfolio›$9.6K
Signature Resources Capital Management, LLC149
0.0% of portfolio›$6.6K
Transce3nd, LLC142
0.0% of portfolio›$6.3K
Evolution Wealth Management Inc.120
0.0% of portfolio›$5.3K
Networth Advisors, LLC116
0.0% of portfolio›$5.1K
Compass Financial Management LLC86
0.0% of portfolio›$3.8K
AlphaCore Capital LLC76
0.0% of portfolio›$3.3K
Archer Investment Corp70
0.0% of portfolio›$3.1K
Wealth Enhancement Trust Services, Inc.67
0.0% of portfolio›$2.9K
Capital Investment Advisory Services, LLC65
0.0% of portfolio›$2.9K
Nova Financial LLC62
0.0% of portfolio›$2.7K
SJS Investment Consulting Inc.59
0.0% of portfolio›$2.6K
United Financial Planning Group LLC41
0.0% of portfolio›$1.8K
Register Financial Advisors LLC37
0.0% of portfolio›$1.6K
Gilpin Wealth Management, LLC33
0.0% of portfolio›$1.5K
Horizon Financial Services, LLC32
0.0% of portfolio›$1.4K
Lynch Investment Planning, LLC20
0.0% of portfolio›$880
Pinnacle Wealth Planning Services, Inc.18
0.0% of portfolio›$792
GK Wealth Management LLC10
0.0% of portfolio›$440
StyleTurnoverLocationFiled
Park Avenue Securities LLC
3,500,585$154.0M2.6%ETFMediumNew York, NY2026-10-26
Sofi Wealth, LLC
2,446,051$107.6M4.2%ETFVery LowSan Francisco, CA2026-10-27
JB Capital LLC
1,195,674$52.6M1.8%ETFMediumWethersfield, CT2026-10-19
Commonwealth Equity Services, LLC
1,083,772$47.7M0.1%ETFLowWaltham, MA2026-11-02
Vise Technologies, Inc.
855,496$37.6M0.3%IndexLowNew York, NY2026-10-29
Goldstein Advisors, LLC
687,739$30.2M2.7%ETFMediumMadison, WI2026-10-15
Ascent Group, LLC
592,529$26.1M0.8%CoreLowVirginia Beach, VA2026-10-30
Kestra Advisory Services, LLC
581,284$25.6M0.1%CoreLowAustin, TX2026-11-02
Atria Investments, Inc
512,524$22.5M0.2%CoreMediumCharlotte, NC2026-10-15
Triad Wealth Partners, LLC
477,393$21.0M1.2%ETFMediumLawrence, KS2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
474,938$20.9M1.0%ETFMediumWestlake, OH2026-10-14
Cambridge Investment Research Advisors, Inc.
453,836$20.0M0.1%ETFLowFairfield, IA2026-11-02
Truist Financial Corp
428,232$18.8M0.0%CoreLowCharlotte, NC2026-10-30
West Wealth Group, LLC
389,756$17.1M2.7%ETFMediumIrvine, CA2026-10-14
Sharkey, Howes & Javer
375,255$16.5M2.0%ETFMediumDenver, CO2026-10-22
MGO One Seven LLC
350,059$15.4M0.3%GrowthLowBeachwood, OH2026-10-28
Trek Financial, LLC
339,474$14.9M0.7%ETFHighScottsdale, AZ2026-10-29
Perigon Wealth Management, LLC
320,507$14.1M0.2%GrowthLowSan Francisco, CA2026-10-22
McKinley Carter Wealth Services, Inc.
317,057$13.9M0.7%ETFMediumWheeling, WV2026-10-16
Stone House Investment Management, LLC
290,738$12.8M1.7%ETFMediumTunkhannock, PA2026-10-23
Farther Finance Advisors, LLC
282,051$12.4M0.1%IndexLowSan Francisco, CA2026-10-08
Security Financial Services, Inc.
267,934$11.8M1.6%ETFMediumFort Wayne, IN2026-10-29
Horst & Graben Wealth Management LLC
266,571$11.7M1.5%ETFMediumPortland, OR2026-11-02
Shepherd Financial Partners LLC
249,119$11.0M0.9%ETFLowWinchester, MA2026-11-03
Wealth Enhancement Advisory Services, LLC
246,284$11.0M0.0%CoreLowPlymouth, MN2026-10-13
Diversify Wealth Management, LLC
236,664$10.4M0.2%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
236,664$10.4M0.2%GrowthLowSandy, UT2026-10-20
KWB Wealth
234,499$10.3M0.9%ETFMediumRedlands, CA2026-10-16
Kelly Financial Services LLC
230,609$10.1M2.2%ETFMediumBraintree, MA2026-10-20
CFS Investment Advisory Services, LLC
229,795$10.3M0.7%ETFMediumTotowa, NJ2026-10-19
SteelPeak Wealth, LLC
224,281$9.9M0.2%GrowthHighWoodland Hills, CA2026-10-16
Embree Financial Group
216,026$9.5M0.9%ETFLowChicago, IL2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
214,065$9.4M0.9%ETFMediumWoodbury, MN2026-10-13
Strategic Blueprint, LLC
213,902$9.4M0.5%ETFLowAtlanta, GA2026-10-22
Physician Wealth Advisors, Inc.
206,710$9.1M1.0%ETFMediumMidvale, UT2026-10-20
Integrity Alliance, Llc.
205,730$9.0M0.3%ETFMediumUrbandale, IA2026-10-29
Cypress Wealth Services, LLC
176,831$7.9M0.9%ETFLowPalm Desert, CA2026-10-21
Golden State Wealth Management, LLC
176,044$7.7M0.7%ETFMediumSanta Ana, CA2026-11-02
Beacon Financial Group
173,639$7.6M0.7%ETFMediumDallas, TX2026-10-19
Plancorp, LLC
173,496$7.5M0.2%ETFLowSaint Louis, MO2026-11-03
15 Wealth Advisors LLC
173,471$7.6M1.9%ETFN/AMundelein, IL2026-10-14
Sovran Advisors, LLC
169,268$7.4M0.5%ETFMediumSan Diego, CA2026-11-02
Swmg, LLC
164,245$7.2M1.6%ETFMediumFort Worth, TX2026-10-23
ShoreHaven Wealth Partners, LLC
163,469$7.2M2.2%ETFMediumRed Bank, NJ2026-10-16
Claro Advisors Inc.
161,412$7.1M0.7%CoreLowBoston, MA2026-11-02
Able Wealth Management LLC
153,923$6.9M1.5%ETFMediumToms River, NJ2026-10-13
Assetmark, Inc
153,674$6.8M0.0%ETFLowConcord, CA2026-10-21
Concurrent Investment Advisors, LLC
152,771$6.7M0.0%GrowthMediumTampa, FL2026-10-16
One Advisory Partners, LLC
150,905$6.6M1.8%ETFMediumOverland Park, KS2026-10-22
Midwest Capital Advisors, LLC
149,487$6.6M2.4%ETFHighGrand Rapids, MI2026-11-04
Ashton Thomas Private Wealth, LLC
145,317$6.4M0.1%CoreMediumScottsdale, AZ2026-11-03
Kestra Private Wealth Services, LLC
144,049$6.3M0.1%GrowthLowAustin, TX2026-10-30
Archer Investment Management, LLC
138,964$6.1M1.9%ETFHighAustin, TX2026-10-13
Brookstone Capital Management
138,622$6.1M0.1%ETFMediumWheaton, IL2026-10-22
Beacon Capital Management, LLC
138,387$6.1M0.8%ETFMediumFranklin, TN2026-10-23
TSA Wealth Managment LLC
132,364$5.8M1.6%ETFMediumHouston, TX2026-10-22
Parallel Advisors, LLC
129,368$5.7M0.1%IndexLowSan Francisco, CA2026-11-03
Quadrant Private Wealth Management, LLC
126,473$5.6M0.7%GrowthLowCenter Valley, PA2026-11-04
Apollon Wealth Management, LLC
122,675$5.4M0.1%GrowthLowMount Pleasant, SC2026-10-23
Citigroup Inc
117,740$5.2M0.0%CoreMediumNew York, NY2026-11-04
Gen-Wealth Partners Inc
113,246$5.0M1.4%CoreLowZeeland, MI2026-11-04
Simplicity Wealth,LLC
110,620$4.9M0.1%ETFLowSummit, NJ2026-10-23
Bay Harbor Wealth Management, LLC
107,464$4.7M1.1%ETFMediumHunt Valley, MD2026-11-03
Ehrlich Financial Group
106,911$4.7M2.4%ETFHighLaguna Niguel, CA2026-10-20
LiftPoint Family Wealth Advisors LLC
105,958$4.7M3.1%ETFMediumFar Hills, NJ2026-11-03
Blue Trust, Inc.
105,794$4.7M0.0%ETFLowBrentwood, TN2026-10-15
Independent Financial Group, LLC
99,992$4.4M0.1%GrowthLowSan Diego, CA2026-10-13
Skyline Advisors, Inc.
98,304$4.3M1.3%ETFMediumBellingham, WA2026-11-03
Buttonwood Financial Group, LLC
95,175$4.3M2.2%ETFMediumKansas City, MO2026-10-16
Focus Financial Network, Inc.
92,056$4.0M0.1%ETFLowMinneapolis, MN2026-10-14
Polaris Investment Advisors, LLC
84,508$3.7M2.4%ETFMediumFramingham, MA2026-10-20
A4 Wealth Advisors LLC
83,182$3.7M2.4%ETFHighHuntersville, NC2026-10-20
Hobbs Wealth Management, LLC
82,284$3.6M3.0%ETFLowZionsville, IN2026-10-20
Town Capital LLC
81,623$3.6M2.3%ETFHighBel Air, MD2026-11-03
Patriot Financial Group Insurance Agency, LLC
81,529$3.6M0.3%GrowthLowWalpole, MA2026-10-14
Forthright Family Wealth Advisory LLC
81,177$3.6M2.0%ETFHighHouston, TX2026-11-03
Wetzel Investment Advisors, Inc.
80,265$3.5M1.2%ETFLowIndianapolis, IN2026-10-13
Apeiron RIA LLC
79,188$3.5M0.8%ETFMediumDallas, TX2026-10-08
Private Client Services, LLC
77,840$3.4M0.9%ETFMediumLouisville, KY2026-10-02
SigFig Wealth Management, LLC
77,396$3.4M0.1%ETFLowSan Francisco, CA2026-10-07
Cobblestone Asset Management LLC
77,197$3.4M1.4%ETFMediumRichmond, VA2026-10-13
VestGen Advisors, LLC
77,094$3.4M0.1%GrowthMediumChicago, IL2026-10-27
Newport Capital Group, LLC
76,019$3.3M2.2%ETFHighRed Bank, NJ2026-10-16
IFP Advisors, Inc
75,411$3.3M0.1%GrowthLowTampa, FL2026-10-16
Lifelong Wealth Advisors, Inc.
73,060$3.2M0.7%ETFLowArden Hills, MN2026-10-19
Firethorn Wealth Partners, LLC
72,937$3.2M1.0%ETFLowAugusta, GA2026-10-14
GW Henssler & Associates LTD
72,791$3.2M0.1%CoreMediumKennesaw, GA2026-10-26
CoreCap Advisors, LLC
72,492$3.2M0.1%ETFMediumSouthfield, MI2026-10-08
One Wealth Capital Management, LLC
70,737$3.1M1.2%GrowthMediumScottsdale, AZ2026-10-23
Advus Financial Partners, LLC
69,812$3.1M0.9%ETFLowWinter Park, FL2026-10-20
Pinion Investment Advisors, LLC
69,275$3.0M0.5%ETFLowWichita, KS2026-11-04
Elevation Point Wealth Partners, LLC
66,449$2.9M0.0%CoreHighDenver, CO2026-11-05
Cornerstone Planning Group LLC
65,840$2.9M0.4%ETFMediumFairfield, NJ2026-10-16
Integrated Advisors Network LLC
65,761$2.9M0.1%GrowthMediumDallas, TX2026-10-20
Balefire, LLC
64,281$2.8M0.4%ETFMediumDallas, TX2026-10-09
PFG Advisors
63,384$2.8M0.1%ETFMediumPhoenix, AZ2026-10-16
Lantz Financial LLC
62,833$2.8M0.5%ETFLowNaperville, IL2026-10-15
Forte Asset Management LLC
62,772$2.8M1.1%ETFLowBedford, NY2026-10-13
May Hill Capital, LLC
62,041$2.7M0.5%ETFLowCohasset, MA2026-11-03
Braun-Bostich & Associates Inc.
62,004$2.7M1.6%ETFMediumCanonsburg, PA2026-10-20
Redhawk Wealth Advisors, Inc.
60,529$2.7M0.3%ETFHighMinneapolis, MN2026-10-14
Maia Wealth LLC
59,973$2.6M0.4%ETFMediumDenver, CO2026-10-19
SWP Financial LLC
58,974$2.6M1.2%ETFMediumEncinitas, CA2026-10-23
Tempus Wealth Planning, LLC
57,580$2.5M0.5%ETFMediumIrvine, CA2026-10-14
Scissortail Wealth Management, LLC
56,758$2.5M0.5%ETFLowTulsa, OK2026-11-03
Csenge Advisory Group
56,611$2.5M0.1%ETFMediumClearwater, FL2026-11-04
Retirement Wealth Solutions LLC
56,208$2.5M1.3%ETFLowMarshfield, WI2026-10-07
Bedminster, LLC
54,721$2.4M2.0%ETFMediumBluffton, SC2026-11-04
Verus Capital Partners, LLC
54,417$2.4M0.1%GrowthLowScottsdale, AZ2026-11-03
Ascentis Independent Advisors
53,262$2.3M0.1%ETFLowDallas, TX2026-11-03
Asset One Wealth Management LLC
52,440$2.3M0.2%GrowthLowBellevue, WA2026-11-02
Absolute Capital Management, LLC
51,913$2.3M0.5%ETFMediumPittsburgh, PA2026-10-16
RFG Advisory, LLC
51,013$2.2M0.0%ETFMediumBirmingham, AL2026-11-03
B.O.S.S. Retirement Advisors, LLC
50,792$2.2M0.6%ETFMediumLehi, UT2026-10-26
Centurion Wealth Management LLC
50,133$2.2M0.5%ETFMediumMclean, VA2026-10-13
Ashton Thomas Securities, LLC
49,872$2.2M0.2%ETFMediumRochester, NY2026-10-26
Smart Wealth LLC
46,567$2.0M0.4%ETFHighOmaha, NE2026-11-04
Hoxton Planning & Management, LLC
46,088$2.0M0.5%ETFLowShepherdstown, WV2026-10-15
FFG Retirement Advisors LLC
45,136$2.0M1.1%ETFMediumCentennial, CO2026-10-20
Rose Capital Advisors LLC
45,038$2.0M0.5%ETFN/AMiami Beach, FL2026-11-04
Portfolio Resources Advisor Group, Inc.
42,101$1.9M1.5%ETFMediumCoral Gables, FL2026-10-20
United Advisor Group, LLC
42,036$1.8M0.2%ETFLowCincinnati, OH2026-11-03
Arcadia Wealth Management, LLC
40,757$1.8M0.5%ETFLowManchester, NH2026-10-22
Milestone Asset Management, LLC
38,584$1.7M0.3%GrowthHighPittsburgh, PA2026-10-15
Commonwealth Retirement Investments LLC
38,569$1.7M0.5%CoreMediumRichmond, VA2026-10-26
Spire Wealth Management
38,135$1.7M0.1%GrowthMediumMclean, VA2026-10-30
Legacy Advisory Services, LLC
37,657$1.7M1.2%ETFMediumExton, PA2026-10-20
Mather Group, Llc.
37,618$1.7M0.0%ETFMediumChicago, IL2026-10-14
Zenith Solutions, Inc.
37,007$1.6M1.4%ETFN/APhiladelphia, PA2026-10-19
XY Planning Network, Inc.
34,874$1.5M0.2%ETFLowBozeman, MT2026-10-14
WealthPoint Financial, LLC
34,276$1.5M1.1%ETFMediumCramerton, NC2026-11-03
Integrity Advisory Solutions, LLC
32,372$1.4M0.1%ETFMediumDallas, TX2026-10-29
Caliber Wealth Management, LLC / KS
31,841$1.4M0.1%ETFLowOverland Park, KS2026-11-04
B. Riley Wealth Advisors, Inc.
28,038$1.2M0.0%GrowthLowMemphis, TN2026-10-13
BCU Wealth Advisors, LLC
26,899$1.2M0.4%ETFLowVernon Hills, IL2026-10-16
WealthPLAN Partners, LLC
25,425$1.1M0.2%CoreMediumOmaha, NE2026-10-15
Flagship Harbor Advisors, LLC
25,067$1.1M0.0%ETFMediumBoston, MA2026-10-26
Asempa Wealth Advisors
25,016$1.1M0.8%ETFLowBaton Rouge, LA2026-10-07
Clear Creek Financial Management, LLC
24,268$1.1M0.1%ETFMediumSilverdale, WA2026-10-28
Signature Estate & Investment Advisors LLC
23,465$1.0M0.0%ETFMediumLos Angeles, CA2026-10-13
MKT Advisors LLC
22,801$1.0M0.3%ETFLowCarlsbad, CA2026-10-20
Omni 360 Wealth, Inc.
22,760$1.0M0.5%ETFLowPlainsboro, NJ2026-10-13
Wavvest Wealth LLC
22,473$988.4K0.8%ETFN/AChicago, IL2026-10-21
Etesian Wealth Advisors, Inc.
22,240$978.1K0.3%ETFLowWest Linn, OR2026-10-27
Interchange Capital Partners, LLC
22,233$975.0K0.2%GrowthLowPittsburgh, PA2026-10-28
Two West Capital Advisors LLC
22,113$974.1K0.5%ETFLowOverland Park, KS2026-10-15
First Heartland Consultants, Inc.
21,787$958.2K0.1%ETFMediumLake St. Louis, MO2026-10-08
Cassilly Financial Group LLC
21,236$933.9K0.6%ETFLowSeverna Park, MD2026-10-07
JFS Wealth Advisors, LLC
21,192$932.0K0.0%ETFVery LowHermitage, PA2026-11-03
FWG Investments, Llc.
21,140$929.7K0.4%ETFMediumLexington, KY2026-11-03
Lantern Wealth Advisors, LLC
20,875$918.1K0.4%GrowthLowMelville, NY2026-10-22
Merkkuri Wealth Advisors LLC
20,828$916.0K0.6%ETFMediumHicksville, NY2026-11-03
M Holdings Securities, Inc.
19,999$8650.0%ETFHighPortland, OR2026-11-03
Sutton Place Investors LLC
19,979$878.7K0.4%ETFLowArmonk, NY2026-10-20
Avior Wealth Management, LLC
19,898$875.1K0.0%ETFMediumOmaha, NE2026-10-13
Sanchez Gaunt Capital Management, LLC
18,752$824.7K0.5%ETFN/AReno, NV2026-11-03
Raleigh Capital Management Inc.
18,421$810.2K0.3%CoreMediumCary, NC2026-10-28
Northland Securities, Inc.
18,333$806.3K0.5%ETFLowMinneapolis, MN2026-11-02
Gilliland Jeter Wealth Management LLC
17,716$779.2K0.2%GrowthVery LowLittle Rock, AR2026-10-28
Beacon Financial Advisory LLC
17,627$775.2K0.1%ETFLowCleveland, OH2026-10-16
Lloyd Advisory Services, Llc.
16,934$744.8K0.3%ETFVery HighSuwanee, GA2026-11-02
Accelerate Investment Advisors LLC
16,850$741.1K0.4%ETFLowAliso Viejo, CA2026-11-02
Alterna Wealth Management, Inc
16,593$729.7K0.4%ETFMediumHouston, TX2026-10-27
Sigma Planning Corp
16,497$725.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
W Advisors, LLC
16,417$722.0K0.3%CoreLowGermantown, TN2026-11-02
Optivise Advisory Services LLC
15,778$693.9K0.3%ETFMediumFranklin, TN2026-10-19
Integrated Wealth Management
15,636$687.7K0.7%ETFHighUniontown, OH2026-10-19
SAX Wealth Advisors, LLC
15,139$665.8K0.0%ETFVery LowParsippany, NJ2026-10-13
Latitude Advisors, LLC
15,102$664.2K0.2%ETFLowYorkville, IL2026-10-27
Stackstone Wealth, LLC
15,045$661.7K0.1%CoreN/ADubuque, IA2026-10-19
Private Trust Co NA
14,767$649.5K0.1%CoreLowCleveland, OH2026-10-20
BAM Wealth Management, LLC
14,604$642.3K0.3%ETFHighLakewood, CO2026-10-15
Wedbush Securities Inc
14,390$633.0K0.0%CoreLowPasadena, CA2026-10-22
BridgePort Financial Solutions, LLC
14,316$629.6K0.1%ETFLowFairfield, IA2026-11-02
Avidian Wealth Enterprises, LLC
14,234$626.0K0.0%ETFLowHouston, TX2026-10-08
Creative Financial Designs Inc
14,032$617.1K0.0%ETFMediumKokomo, IN2026-11-04
Key Capital Management, Inc
13,558$596.3K0.2%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Signal Advisors Wealth, LLC
13,020$572.6K0.0%ETFLowDetroit, MI2026-10-13
RDA Financial Network
12,969$570.4K0.1%GrowthMediumAkron, IA2026-10-15
Avantra Family Wealth, Inc.
12,544$551.7K0.3%CoreMediumMechanicsburg, PA2026-10-20
Semus Wealth Partners LLC
12,354$543.3K0.2%GrowthLowBoca Raton, FL2026-10-22
Davenport & Co LLC
11,311$497.5K0.0%CoreMediumRichmond, VA2026-10-14
LifeSteps Financial, Inc.
11,089$487.7K0.2%ETFLowClaremont, CA2026-10-15
Legacy Wealth Partners, LLC
10,680$469.7K0.1%ETFHighLakewood, CO2026-10-15
Parkway Wealth Management Group, LLC
10,631$467.6K0.1%ETFHighPlano, TX2026-10-20
Signature Equity Partners, LLC
10,523$462.8K0.2%GrowthMediumColumbus, OH2026-10-29
MSH Capital Advisors LLC
10,495$461.6K0.1%CoreLowScottsdale, AZ2026-11-03
Fifth Third Wealth Advisors LLC
10,486$461.2K0.0%IndexVery LowCincinnati, OH2026-10-22
Aegis Wealth Management, Inc.
10,223$449.6K0.3%ETFMediumGuthrie Center, IA2026-10-26
MN Wealth Advisors, LLC
10,025$440.9K0.2%ETFMediumOverland Park, KS2026-10-23
Carmel Capital Partners, LLC
9,981$439.0K0.2%ValueMediumSan Diego, CA2026-11-03
Creative Planning
9,666$425.1K0.0%IndexVery LowOverland Park, KS2026-11-02
LexAurum Advisors, LLC
9,485$417.2K0.0%ETFLowOverland Park, KS2026-10-19
Mainstream Capital Management LLC
9,352$411.3K0.2%GrowthLowLos Angeles, CA2026-10-23
Cooper Financial Group
9,095$400.0K0.0%GrowthMediumIrvine, CA2026-10-07
Sowell Financial Services LLC
9,062$398.6K0.0%CoreLowNorth Little Rock, AR2026-10-23
Cape Investment Advisory, Inc.
8,449$371.6K0.1%ETFLowMcdonough, GA2026-10-13
RCS Financial Planning, LLC
8,297$364.9K0.2%ETFMediumAnnapolis, MD2026-10-14
Sound Income Strategies, LLC
8,205$365.4K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Castleview Partners, LLC
8,107$356.6K0.2%CoreMediumDallas, TX2026-10-09
ASL Financial, LLC
7,972$350.6K0.2%ETFVery LowLos Gatos, CA2026-10-15
Hutchens & Kramer Investment Management Group, LLC
7,536$331.4K0.1%ETFLowIndianapolis, IN2026-10-16
Novem Group
7,366$324.0K0.0%ETFMediumRochester, NY2026-10-19
Kingswood Wealth Advisors, LLC
7,277$320.0K0.0%GrowthLowSan Diego, CA2026-10-23
Oregon Pacific Wealth Management, LLC
7,264$319.5K0.3%ETFMediumMedford, OR2026-10-20
Lockerman Financial Group, Inc.
6,967$306.4K0.4%ETFMediumNewport Beach, CA2026-10-19
Elevated Capital Advisors, LLC
6,949$305.6K0.1%ETFMediumSandy, UT2026-11-04
Blue Capital, Inc.
6,752$296.9K0.2%CoreHighOmaha, NE2026-10-13
Fulcrum Equity Management
6,717$295.4K0.2%GrowthHighPlano, TX2026-10-21
PUREfi Wealth, LLC
5,901$259.5K0.1%GrowthMediumBoston, MA2026-10-19
Richmond Investment Services, LLC
5,815$255.7K0.1%ETFLowMequon, WI2026-10-29
Midwest Financial Network, LLC
5,775$254.0K0.2%ETFHighTinley Park, IL2026-10-13
Patton Albertson Miller Group, LLC
5,727$251.9K0.0%CoreLowChattanooga, TN2026-10-26
Uptick Partners, LLC
5,611$246.8K0.0%ETFLowNacogdoches, TX2026-11-04
SeaCrest Wealth Management, LLC
5,604$246.5K0.0%GrowthLowPurchase, NY2026-10-21
Apollon Financial, LLC
5,600$246.3K0.0%ETFVery LowMount Pleasant, SC2026-10-23
Advisory Solutions Group, LLC
5,524$243.0K0.1%ETFN/APlymouth, MN2026-10-14
Pacific Excel Wealth Advisors, Inc.
5,483$241.1K0.3%ETFHighWalnut Creek, CA2026-10-27
Krilogy Financial LLC
5,434$242.9K0.0%GrowthLowSt. Louis, MO2026-10-13
Fiscal Wisdom Wealth Management, LLC
5,368$236.1K0.3%ETFMediumCanton, CT2026-10-16
Quartz Partners, LLC
5,361$235.8K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Spinnaker Investment Group, LLC
5,336$234.7K0.0%ETFLowNewport Beach, CA2026-10-13
Bison Wealth, LLC
5,277$235.9K0.0%GrowthMediumAtlanta, GA2026-10-13
EverSource Wealth Advisors, LLC
5,263$231.5K0.0%CoreMediumBirmingham, AL2026-11-04
Entrewealth, LLC
5,096$224.1K0.1%ETFLowAustin, TX2026-10-14
Beacon Financial Planning, Inc
5,067$222.8K0.1%ETFVery LowHyannis, MA2026-11-04
Herbst Group, LLC
5,000$219.9K0.1%GrowthHighWestport, CT2026-10-20
Elevation Wealth Management LLC
4,965$218.4K0.1%Agg GrowthLowEden Prairie, MN2026-11-02
PKS Advisory Services, LLC
4,901$211.4K0.0%ETFMediumAlbany, NY2026-10-26
Symphony Financial, Ltd. Co.
4,790$211.8K0.0%GrowthLowHouston, TX2026-10-22
LongView Wealth Management
4,769$209.8K0.1%ETFLowAtlanta, GA2026-10-19
Stewardship Advisors, LLC
4,755$209.1K0.0%ETFMediumMount Joy, PA2026-10-20
Kingdom Financial Group Llc.
3,848$169.2K0.0%ETFMediumPeoria, AZ2026-11-04
Mosley Wealth Management
3,632$160.3K0.0%ETFHighAnaheim, CA2026-10-16
Team Financial Group, LLC
2,881$126.7K0.1%ETFLowTemecula, CA2026-10-30
Heritage Family Offices, LLP
2,556$112.4K0.0%GrowthHighScottsdale, AZ2026-11-02
Reap Financial Group, LLC
2,462$108.3K0.0%ETFLowAustin, TX2026-11-02
Wells Financial Advisors Inc
2,250$99.0K0.9%ETFVery LowFramingham, MA2026-11-02
Prudent Man Investment Management, Inc.
2,052$90.2K0.0%ETFVery LowLouisville, CO2026-11-03
Montgomery Financial Services LLC
1,539$67.7K0.1%ETFN/AOcean City, MD2026-11-03
Quest 10 Wealth Builders, Inc.
1,272$55.9K0.0%ETFLowFuquay-Varina, VA2026-11-02
Jnba Financial Advisors
1,251$55.0K0.0%ETFMediumBloomington, MN2026-11-03
Lanark Financial, Inc.
1,158$50.9K0.0%CoreMediumBirmingham, AL2026-10-26
Clark Wealth Partners
865$38.0K0.0%ETFVery LowO'Fallon, IL2026-10-19
Advocate Investing Services LLC
851$37.4K0.0%ETFLowWoodbine, MD2026-10-26
UMB Private Wealth Management, LLC
840$36.9K0.0%GrowthN/AKansas City, MO2026-10-19
Tsfg, LLC
799$35.0K0.0%ETFLowLake Forest, IL2026-10-23
Harbor Investment Advisory, LLC
394$17.3K0.0%GrowthLowLutherville, MD2026-10-13
Yankcom Partnership
394$17.3K0.0%CoreVery LowYankton, SD2026-10-15
Abound Wealth Management
387$17.0K0.0%ETFVery LowFranklin, TN2026-10-26
Beacon Investment Advisory Services, Inc.
347$15.3K0.0%GrowthLowMorristown, NJ2026-10-13
Armor Investment Advisors, LLC
322$14.2K0.0%ETFLowRaleigh, NC2026-10-27
Asset Dedication, LLC
303$13.3K0.0%ETFLowSan Francisco, CA2026-11-03
NorthAvenue LLC
303$13.3K0.0%ETFVery LowColumbus, OH2026-10-29
Essential Partners LLC
303$13.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Nemes Rush Group LLC
266$11.7K0.0%CoreVery LowNovi, MI2026-11-04
Investors Research Corp
228$10.0K0.0%ETFLowAtlanta, GA2026-10-07
Cullen T Bankers, Inc.
218$9.6K0.0%GrowthLowSan Antonio, TX2026-10-28
Signature Resources Capital Management, LLC
149$6.6K0.0%ETFLowNewport Beach, CA2026-10-16
Transce3nd, LLC
142$6.3K0.0%GrowthLowBuda, TX2026-10-26
Evolution Wealth Management Inc.
120$5.3K0.0%ETFMediumFort Myers, FL2026-10-28
Networth Advisors, LLC
116$5.1K0.0%ETFMediumCanonsburg, PA2026-11-03
Compass Financial Management LLC
86$3.8K0.0%CoreN/ATampa, FL2026-10-30
AlphaCore Capital LLC
76$3.3K0.0%ETFLowLa Jolla, CA2026-11-04
Archer Investment Corp
70$3.1K0.0%CoreMediumCarmel, IN2026-11-05
Wealth Enhancement Trust Services, Inc.
67$2.9K0.0%GrowthMediumSioux Falls, SD2026-10-07
Capital Investment Advisory Services, LLC
65$2.9K0.0%CoreMediumRaleigh, NC2026-10-30
Nova Financial LLC
62$2.7K0.0%N/AN/ATucson, AZ2026-11-04
SJS Investment Consulting Inc.
59$2.6K0.0%ETFVery LowSylvania, OH2026-10-26
United Financial Planning Group LLC
41$1.8K0.0%ETFHighHauppauge, NY2026-11-04
Register Financial Advisors LLC
37$1.6K0.0%GARPLowAtlanta, GA2026-10-23
Gilpin Wealth Management, LLC
33$1.5K0.0%GrowthLowDenver, CO2026-10-09
Horizon Financial Services, LLC
32$1.4K0.0%ETFLowWinston Salem, NC2026-11-04
Lynch Investment Planning, LLC
20$8800.0%ETFLowNewtown Square, PA2026-10-27
Pinnacle Wealth Planning Services, Inc.
18$7920.0%GARPLowMansfield, OH2026-10-27
GK Wealth Management LLC
10$4400.0%GARPVery HighReno, NV2026-10-09