Ishares LRG CP CR ACT ETF-Ui (BLCR)

CUSIP: 09290C855 | NYSE | 497 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

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

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/ABlackRock Portfolio Management LLC	9,656,576	5.1%	+1,193,568	Sep 30, 2026	No 13F filer matched

13G/ABlackRock Portfolio Management LLC9,656,576

Institutional Holders — Q3 2026

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Park Avenue Securities LLC5,087,674

4.2% of portfolio$249.1M

JB Capital LLC1,858,793

3.1% of portfolio$91.0M

Commonwealth Equity Services, LLC1,189,855

0.1% of portfolio$58.3M

Ascent Group, LLC884,021

1.3% of portfolio$43.3M

Atria Investments, Inc762,311

0.4% of portfolio$37.3M

Vise Technologies, Inc.726,336

0.3% of portfolio$35.6M

Truist Financial Corp650,468

0.0% of portfolio$31.8M

Cambridge Investment Research Advisors, Inc.627,564

0.2% of portfolio$30.7M

Market Street Wealth Management Advisors LLC619,991

4.3% of portfolio$30.4M

Goldstein Advisors, LLC618,552

2.7% of portfolio$30.3M

Kestra Advisory Services, LLC516,995

0.1% of portfolio$25.3M

Shepherd Financial Partners LLC415,485

1.6% of portfolio$20.3M

KWB Wealth412,104

1.7% of portfolio$20.2M

Sharkey, Howes & Javer409,961

2.4% of portfolio$20.1M

Stone House Investment Management, LLC408,185

2.6% of portfolio$20.0M

Beacon Financial Group405,503

1.8% of portfolio$19.9M

Horst & Graben Wealth Management LLC390,802

2.5% of portfolio$19.1M

Wealth Enhancement Advisory Services, LLC370,215

0.0% of portfolio$18.5M

MGO One Seven LLC335,997

0.3% of portfolio$16.5M

Diversify Advisory Services, LLC318,820

0.2% of portfolio$15.8M

Diversify Wealth Management, LLC318,820

0.2% of portfolio$15.8M

MLG Wealth Management DBA Pine Grove Financial Group316,617

1.5% of portfolio$15.5M

Farther Finance Advisors, LLC306,365

0.1% of portfolio$15.0M

Security Financial Services, Inc.292,960

1.9% of portfolio$14.3M

Trek Financial, LLC284,750

0.6% of portfolio$13.9M

Pettinga Financial Advisors LLC276,493

2.2% of portfolio$13.5M

SteelPeak Wealth, LLC265,476

0.3% of portfolio$13.0M

Kelly Financial Services LLC254,461

2.7% of portfolio$12.5M

One Advisory Partners, LLC246,329

3.3% of portfolio$12.1M

Integrity Alliance, Llc.242,907

0.4% of portfolio$11.9M

Swmg, LLC239,766

2.5% of portfolio$11.6M

Cypress Wealth Services, LLC234,584

1.4% of portfolio$11.8M

Perigon Wealth Management, LLC227,238

0.2% of portfolio$11.1M

Detalus Advisors, LLC219,543

2.1% of portfolio$10.7M

Midwest Capital Advisors, LLC212,455

3.7% of portfolio$10.4M

Brookstone Capital Management206,445

0.1% of portfolio$10.1M

Archer Investment Management, LLC201,629

3.1% of portfolio$9.9M

Assetmark, Inc197,823

0.0% of portfolio$9.7M

Ashton Thomas Private Wealth, LLC195,021

0.2% of portfolio$9.5M

Beacon Capital Management, LLC187,764

1.3% of portfolio$9.2M

Embree Financial Group179,523

0.9% of portfolio$8.8M

Citigroup Inc178,179

0.0% of portfolio$8.7M

Simplicity Wealth,LLC174,830

0.2% of portfolio$8.6M

Concurrent Investment Advisors, LLC173,063

0.1% of portfolio$8.5M

Kestra Private Wealth Services, LLC170,230

0.1% of portfolio$8.3M

15 Wealth Advisors LLC166,564

2.0% of portfolio$8.2M

Bay Harbor Wealth Management, LLC166,507

1.9% of portfolio$8.2M

Claro Advisors Inc.165,224

0.8% of portfolio$8.1M

Fifth Third Wealth Advisors LLC161,247

0.2% of portfolio$7.9M

Blue Trust, Inc.154,945

0.1% of portfolio$7.6M

TSA Wealth Managment LLC150,098

2.1% of portfolio$7.3M

Apollon Wealth Management, LLC140,801

0.1% of portfolio$6.9M

Town Capital LLC136,861

4.3% of portfolio$6.7M

Apeiron RIA LLC135,624

1.5% of portfolio$6.7M

Gen-Wealth Partners Inc135,242

1.9% of portfolio$6.6M

Cobblestone Asset Management LLC133,540

2.6% of portfolio$6.5M

Independent Financial Group, LLC130,572

0.1% of portfolio$6.4M

Buttonwood Financial Group, LLC130,060

3.3% of portfolio$6.6M

Focus Financial Network, Inc.125,519

0.2% of portfolio$6.1M

A4 Wealth Advisors LLC121,174

3.9% of portfolio$5.9M

Sovran Advisors, LLC120,062

0.4% of portfolio$5.9M

Quadrant Private Wealth Management, LLC117,207

0.8% of portfolio$5.7M

Elevated Financial Group LLC114,011

1.6% of portfolio$5.6M

ShoreHaven Wealth Partners, LLC113,105

1.7% of portfolio$5.5M

Golden State Wealth Management, LLC113,011

0.5% of portfolio$5.5M

Skyline Advisors, Inc.111,154

1.7% of portfolio$5.4M

Able Wealth Management LLC107,973

1.2% of portfolio$5.4M

LiftPoint Family Wealth Advisors LLC104,463

3.4% of portfolio$5.1M

Integrated Advisors Network LLC103,320

0.2% of portfolio$5.1M

SigFig Wealth Management, LLC101,066

0.1% of portfolio$4.9M

Hobbs Wealth Management, LLC100,375

4.0% of portfolio$4.9M

Financial Life Advisors96,067

1.3% of portfolio$4.7M

One Wealth Capital Management, LLC95,490

1.7% of portfolio$4.7M

VestGen Advisors, LLC95,444

0.1% of portfolio$4.7M

Newport Capital Group, LLC93,244

3.1% of portfolio$4.6M

SWP Financial LLC89,384

2.0% of portfolio$4.4M

Peak Wealth Management LLC88,053

3.0% of portfolio$4.3M

Polaris Investment Advisors, LLC86,563

2.7% of portfolio$4.2M

IFP Advisors, Inc84,832

0.1% of portfolio$4.2M

Redhawk Wealth Advisors, Inc.83,242

0.4% of portfolio$4.1M

Balefire, LLC82,875

0.6% of portfolio$4.1M

Absolute Capital Management, LLC82,077

0.9% of portfolio$4.0M

Patriot Financial Group Insurance Agency, LLC81,704

0.4% of portfolio$4.0M

Cornerstone Planning Group LLC78,446

0.5% of portfolio$3.9M

Hoxton Planning & Management, LLC76,075

0.9% of portfolio$3.7M

Csenge Advisory Group75,852

0.1% of portfolio$3.7M

Lifelong Wealth Advisors, Inc.72,151

0.8% of portfolio$3.5M

Lantz Financial LLC71,453

0.6% of portfolio$3.5M

Verus Capital Partners, LLC68,950

0.2% of portfolio$3.4M

Uptick Partners, LLC67,566

0.5% of portfolio$3.3M

Portfolio Resources Advisor Group, Inc.66,497

2.7% of portfolio$3.3M

Rose Capital Advisors LLC64,704

0.8% of portfolio$3.2M

Braun-Bostich & Associates Inc.64,558

1.8% of portfolio$3.2M

Pinion Investment Advisors, LLC64,233

0.6% of portfolio$3.1M

CoreCap Advisors, LLC64,041

0.1% of portfolio$3.1M

Maia Wealth LLC63,689

0.4% of portfolio$3.1M

Asset One Wealth Management LLC59,796

0.3% of portfolio$2.9M

Retirement Wealth Solutions LLC58,885

1.5% of portfolio$2.9M

PFG Advisors57,907

0.1% of portfolio$2.8M

B.O.S.S. Retirement Advisors, LLC57,900

0.8% of portfolio$2.8M

Bedminster, LLC55,634

2.3% of portfolio$2.7M

Milestone Asset Management, LLC54,848

0.4% of portfolio$2.7M

Novem Group54,782

0.3% of portfolio$2.7M

Emergent Wealth Advisors, LLC52,320

1.3% of portfolio$2.6M

WealthPoint Financial, LLC50,445

1.8% of portfolio$2.5M

Ashton Thomas Securities, LLC49,893

0.3% of portfolio$2.4M

RFG Advisory, LLC49,559

0.0% of portfolio$2.4M

Strategic Blueprint, LLC49,322

0.1% of portfolio$2.4M

Firethorn Wealth Partners, LLC48,974

0.8% of portfolio$2.4M

Arcadia Wealth Management, LLC48,555

0.7% of portfolio$2.4M

Kestra Investment Management, LLC47,723

0.0% of portfolio$2.3M

Smart Wealth LLC47,341

0.5% of portfolio$2.3M

4J Wealth Management LLC47,171

1.1% of portfolio$2.3M

Mather Group, Llc.47,143

0.0% of portfolio$2.3M

Tempus Wealth Planning, LLC46,701

0.4% of portfolio$2.3M

Centurion Wealth Management LLC45,622

0.5% of portfolio$2.2M

FFG Retirement Advisors LLC44,886

1.2% of portfolio$2.2M

United Advisor Group, LLC43,903

0.2% of portfolio$2.1M

XY Planning Network, Inc.43,689

0.2% of portfolio$2.1M

WealthPLAN Partners, LLC43,207

0.4% of portfolio$2.1M

Commonwealth Retirement Investments LLC43,106

0.6% of portfolio$2.1M

Zenith Solutions, Inc.42,546

1.9% of portfolio$2.1M

B. Riley Wealth Advisors, Inc.41,395

0.1% of portfolio$2.0M

Flagship Harbor Advisors, LLC40,199

0.1% of portfolio$2.0M

Legacy Advisory Services, LLC37,760

1.3% of portfolio$1.8M

Advus Financial Partners, LLC34,895

0.5% of portfolio$1.7M

BCU Wealth Advisors, LLC34,325

0.5% of portfolio$1.7M

First Heartland Consultants, Inc.32,920

0.1% of portfolio$1.6M

Merkkuri Wealth Advisors LLC32,557

1.0% of portfolio$1.6M

Integrity Advisory Solutions, LLC31,325

0.2% of portfolio$1.5M

Two West Capital Advisors LLC31,306

0.8% of portfolio$1.5M

Ascentis Independent Advisors31,027

0.1% of portfolio$1.5M

Signature Estate & Investment Advisors LLC30,740

0.0% of portfolio$1.5M

Hoese & Co LLP30,183

1.0% of portfolio$1.5M

CFS Investment Advisory Services, LLC28,847

0.1% of portfolio$1.5M

FWG Investments, Llc.28,566

0.7% of portfolio$1.4M

Sutton Place Investors LLC28,090

0.6% of portfolio$1.4M

Raleigh Capital Management Inc.26,827

0.4% of portfolio$1.3M

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors25,882

0.1% of portfolio$1.3M

Wavvest Wealth LLC25,431

1.0% of portfolio$1.2M

JFS Wealth Advisors, LLC25,294

0.1% of portfolio$1.2M

Sanchez Gaunt Capital Management, LLC24,898

0.7% of portfolio$1.2M

Alterna Wealth Management, Inc24,521

0.7% of portfolio$1.2M

W Advisors, LLC24,364

0.5% of portfolio$1.2M

Lloyd Advisory Services, Llc.23,576

0.4% of portfolio$1.2M

Accelerate Investment Advisors LLC22,669

0.6% of portfolio$1.1M

NWF Advisory Services Inc.22,306

0.1% of portfolio$1.1M

RDA Financial Network22,060

0.2% of portfolio$1.1M

BridgePort Financial Solutions, LLC21,835

0.2% of portfolio$1.1M

Beacon Financial Advisory LLC21,124

0.2% of portfolio$1.0M

Sigma Planning Corp20,791

0.0% of portfolio$1.0M

Signal Advisors Wealth, LLC20,170

0.0% of portfolio$987.5K

Integrated Wealth Management19,555

0.9% of portfolio$957.4K

Lantern Wealth Advisors, LLC19,124

0.4% of portfolio$936.3K

Gilliland Jeter Wealth Management LLC18,869

0.2% of portfolio$923.8K

Cassilly Financial Group LLC18,458

0.6% of portfolio$903.7K

LifeSteps Financial, Inc.18,346

0.4% of portfolio$898.2K

Parkway Wealth Management Group, LLC18,281

0.1% of portfolio$895.0K

Semus Wealth Partners LLC18,156

0.4% of portfolio$888.9K

Wedbush Securities Inc17,520

0.1% of portfolio$858.0K

M Holdings Securities, Inc.17,435

0.0% of portfolio$831

Key Capital Management, Inc17,293

0.3% of portfolio$846.7K

Silverlake Wealth Management LLC17,233

0.2% of portfolio$843.7K

Plan Group Financial, LLC17,225

0.2% of portfolio$849.0K

Avidian Wealth Enterprises, LLC17,028

0.0% of portfolio$833.7K

Parallel Advisors, LLC15,892

0.0% of portfolio$778.1K

Carmel Capital Partners, LLC15,769

0.3% of portfolio$772.1K

OpenArc Corporate Advisory, LLC15,529

0.0% of portfolio$760.3K

Caliber Wealth Management, LLC / KS15,463

0.1% of portfolio$757.1K

Optivise Advisory Services LLC14,824

0.4% of portfolio$725.8K

Legacy Wealth Partners, LLC14,808

0.2% of portfolio$725.0K

Interchange Capital Partners, LLC14,498

0.1% of portfolio$705.2K

Avantra Family Wealth, Inc.14,246

0.4% of portfolio$697.5K

MN Wealth Advisors, LLC13,944

0.3% of portfolio$682.7K

Signature Wealth Management Partners, LLC13,780

0.3% of portfolio$674.7K

Creative Financial Designs Inc13,703

0.0% of portfolio$670.9K

Clear Creek Financial Management, LLC13,451

0.0% of portfolio$658.6K

Cape Investment Advisory, Inc.13,068

0.2% of portfolio$639.8K

Ballast Rock Private Wealth LLC12,756

0.3% of portfolio$624.5K

Aegis Wealth Management, Inc.12,700

0.4% of portfolio$621.8K

Davenport & Co LLC12,122

0.0% of portfolio$593.5K

MKT Advisors LLC12,058

0.2% of portfolio$601.2K

Latitude Advisors, LLC12,021

0.2% of portfolio$588.5K

Elevated Capital Advisors, LLC11,741

0.2% of portfolio$574.8K

Roger Wittlin Investment Advisory, LLC11,417

0.4% of portfolio$559.0K

Lockerman Financial Group, Inc.11,378

0.8% of portfolio$557.1K

Asempa Wealth Advisors11,301

0.4% of portfolio$558.0K

Hutchens & Kramer Investment Management Group, LLC10,814

0.2% of portfolio$529.5K

Sowell Financial Services LLC10,687

0.0% of portfolio$523.2K

SAX Wealth Advisors, LLC10,671

0.0% of portfolio$522.5K

Omni 360 Wealth, Inc.10,607

0.2% of portfolio$519.3K

BAM Wealth Management, LLC10,516

0.3% of portfolio$514.9K

Fulcrum Equity Management10,448

0.4% of portfolio$511.5K

Castleview Partners, LLC10,384

0.2% of portfolio$508.4K

Private Trust Co NA10,332

0.0% of portfolio$505.9K

Heck Capital Advisors, LLC9,931

0.0% of portfolio$486.2K

Worth Asset Management, LLC9,751

0.1% of portfolio$477.4K

Oregon Pacific Wealth Management, LLC9,616

0.4% of portfolio$470.8K

Fiscal Wisdom Wealth Management, LLC9,498

0.6% of portfolio$465.0K

RCS Financial Planning, LLC9,312

0.2% of portfolio$455.9K

Signature Equity Partners, LLC9,231

0.2% of portfolio$451.9K

MSH Capital Advisors LLC9,131

0.1% of portfolio$447.1K

EverSource Wealth Advisors, LLC9,069

0.0% of portfolio$444.0K

Quartz Partners, LLC8,971

0.1% of portfolio$439.2K

Pacific Excel Wealth Advisors, Inc.8,381

0.5% of portfolio$410.4K

Spire Wealth Management8,064

0.0% of portfolio$394.8K

Blue Capital, Inc.7,929

0.2% of portfolio$388.2K

Spinnaker Investment Group, LLC7,614

0.1% of portfolio$372.8K

Kingswood Wealth Advisors, LLC7,496

0.0% of portfolio$367.0K

PUREfi Wealth, LLC7,269

0.2% of portfolio$355.9K

LongView Wealth Management7,215

0.1% of portfolio$353.2K

Johnson Financial Group, LLC7,186

0.0% of portfolio$351.9K

Midwest Financial Network, LLC6,965

0.2% of portfolio$341.0K

Richmond Investment Services, LLC6,663

0.1% of portfolio$326.2K

Atlatl Advisers LLC6,474

0.1% of portfolio$317.0K

Prime Capital Investment Advisors, LLC5,950

0.0% of portfolio$291.3K

Robertson Stephens Wealth Management, LLC5,855

0.0% of portfolio$286.7K

AA Financial Advisors, LLC5,723

0.0% of portfolio$280.2K

PKS Advisory Services, LLC5,409

0.0% of portfolio$272.6K

Syntegra Private Wealth Group, LLC5,396

0.0% of portfolio$264.2K

World Equity Group, Inc.5,307

0.1% of portfolio$259.8K

FSA Wealth Partners, Inc.4,893

0.1% of portfolio$239.6K

Centennial Advisors, LLC4,710

0.3% of portfolio$230.6K

Strategy Asset Managers LLC4,684

0.0% of portfolio$229.3K

Creative Planning4,643

0.0% of portfolio$227.3K

Veracity Capital LLC4,538

0.1% of portfolio$222.2K

Islay Capital Management, LLC4,386

0.1% of portfolio$214.7K

Cooper Financial Group4,365

0.0% of portfolio$213.7K

Entrewealth, LLC4,351

0.1% of portfolio$213.0K

Wealthcare Advisory Partners LLC4,278

0.0% of portfolio$209.5K

Fifth Third Securities, Inc.4,156

0.0% of portfolio$203.5K

Kingdom Financial Group Llc.2,192

0.0% of portfolio$107.3K

Montgomery Financial Services LLC2,065

0.1% of portfolio$101.1K

Quest 10 Wealth Builders, Inc.1,625

0.1% of portfolio$79.6K

Vermillion Wealth Management, Inc.807

0.0% of portfolio$39.5K

Gilpin Wealth Management, LLC803

0.0% of portfolio$39.3K

UMB Private Wealth Management, LLC719

0.0% of portfolio$35.2K

Tsfg, LLC655

0.0% of portfolio$32.0K

Heritage Family Offices, LLP650

0.0% of portfolio$31.8K

Team Financial Group, LLC623

0.0% of portfolio$30.5K

Harbor Investment Advisory, LLC497

0.0% of portfolio$24.3K

Yankcom Partnership487

0.0% of portfolio$23.8K

Beacon Investment Advisory Services, Inc.400

0.0% of portfolio$19.6K

Lanark Financial, Inc.289

0.0% of portfolio$14.1K

Networth Advisors, LLC203

0.0% of portfolio$10.0K

Asset Dedication, LLC188

0.0% of portfolio$9.2K

Advocate Investing Services LLC161

0.0% of portfolio$7.9K

Cullen T Bankers, Inc.103

0.0% of portfolio$5.0K

Compass Financial Management LLC75

0.0% of portfolio$3.7K

Signature Resources Capital Management, LLC71

0.0% of portfolio$3.5K

SJS Investment Consulting Inc.67

0.0% of portfolio$3.3K

Horizon Financial Services, LLC64

0.0% of portfolio$3.1K

Essential Partners LLC63

0.0% of portfolio$3.1K

Capital Investment Advisory Services, LLC55

0.0% of portfolio$2.7K

DecisionPoint Financial, LLC52

0.0% of portfolio$2.6K

United Financial Planning Group LLC43

0.0% of portfolio$2.1K

Wealth Enhancement Trust Services, Inc.42

0.0% of portfolio$2.1K

Lynch Investment Planning, LLC36

0.0% of portfolio$1.8K

NBT Bank, N.A.16

0.0% of portfolio$783

Pinnacle Wealth Planning Services, Inc.13

0.0% of portfolio$636

				Style	Turnover	Location	Filed
Park Avenue Securities LLC	5,087,674	$249.1M	4.2%	ETF	Medium	New York, NY	2026-10-26
JB Capital LLC	1,858,793	$91.0M	3.1%	ETF	Medium	Wethersfield, CT	2026-10-19
Commonwealth Equity Services, LLC	1,189,855	$58.3M	0.1%	ETF	Low	Waltham, MA	2026-11-02
Ascent Group, LLC	884,021	$43.3M	1.3%	Core	Low	Virginia Beach, VA	2026-10-30
Atria Investments, Inc	762,311	$37.3M	0.4%	Core	Medium	Charlotte, NC	2026-10-15
Vise Technologies, Inc.	726,336	$35.6M	0.3%	Index	Low	New York, NY	2026-10-29
Truist Financial Corp	650,468	$31.8M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Cambridge Investment Research Advisors, Inc.	627,564	$30.7M	0.2%	ETF	Low	Fairfield, IA	2026-11-02
Market Street Wealth Management Advisors LLC	619,991	$30.4M	4.3%	ETF	Medium	Indianapolis, IN	2026-10-09
Goldstein Advisors, LLC	618,552	$30.3M	2.7%	ETF	Medium	Madison, WI	2026-10-15
Kestra Advisory Services, LLC	516,995	$25.3M	0.1%	Core	Low	Austin, TX	2026-11-02
Shepherd Financial Partners LLC	415,485	$20.3M	1.6%	ETF	Low	Winchester, MA	2026-11-03
KWB Wealth	412,104	$20.2M	1.7%	ETF	Medium	Redlands, CA	2026-10-16
Sharkey, Howes & Javer	409,961	$20.1M	2.4%	ETF	Medium	Denver, CO	2026-10-22
Stone House Investment Management, LLC	408,185	$20.0M	2.6%	ETF	Medium	Tunkhannock, PA	2026-10-23
Beacon Financial Group	405,503	$19.9M	1.8%	ETF	Medium	Dallas, TX	2026-10-19
Horst & Graben Wealth Management LLC	390,802	$19.1M	2.5%	ETF	Medium	Portland, OR	2026-11-02
Wealth Enhancement Advisory Services, LLC	370,215	$18.5M	0.0%	Core	Low	Plymouth, MN	2026-10-13
MGO One Seven LLC	335,997	$16.5M	0.3%	Growth	Low	Beachwood, OH	2026-10-28
Diversify Advisory Services, LLC	318,820	$15.8M	0.2%	Growth	Low	Sandy, UT	2026-10-20
Diversify Wealth Management, LLC	318,820	$15.8M	0.2%	Growth	Medium	Sandy, UT	2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group	316,617	$15.5M	1.5%	ETF	Medium	Woodbury, MN	2026-10-13
Farther Finance Advisors, LLC	306,365	$15.0M	0.1%	Index	Low	San Francisco, CA	2026-10-08
Security Financial Services, Inc.	292,960	$14.3M	1.9%	ETF	Medium	Fort Wayne, IN	2026-10-29
Trek Financial, LLC	284,750	$13.9M	0.6%	ETF	High	Scottsdale, AZ	2026-10-29
Pettinga Financial Advisors LLC	276,493	$13.5M	2.2%	ETF	Medium	Evansville, IN	2026-10-13
SteelPeak Wealth, LLC	265,476	$13.0M	0.3%	Growth	High	Woodland Hills, CA	2026-10-16
Kelly Financial Services LLC	254,461	$12.5M	2.7%	ETF	Medium	Braintree, MA	2026-10-20
One Advisory Partners, LLC	246,329	$12.1M	3.3%	ETF	Medium	Overland Park, KS	2026-10-22
Integrity Alliance, Llc.	242,907	$11.9M	0.4%	ETF	Medium	Urbandale, IA	2026-10-29
Swmg, LLC	239,766	$11.6M	2.5%	ETF	Medium	Fort Worth, TX	2026-10-23
Cypress Wealth Services, LLC	234,584	$11.8M	1.4%	ETF	Low	Palm Desert, CA	2026-10-21
Perigon Wealth Management, LLC	227,238	$11.1M	0.2%	Growth	Low	San Francisco, CA	2026-10-22
Detalus Advisors, LLC	219,543	$10.7M	2.1%	ETF	Low	St. Louis, MO	2026-10-15
Midwest Capital Advisors, LLC	212,455	$10.4M	3.7%	ETF	High	Grand Rapids, MI	2026-11-04
Brookstone Capital Management	206,445	$10.1M	0.1%	ETF	Medium	Wheaton, IL	2026-10-22
Archer Investment Management, LLC	201,629	$9.9M	3.1%	ETF	High	Austin, TX	2026-10-13
Assetmark, Inc	197,823	$9.7M	0.0%	ETF	Low	Concord, CA	2026-10-21
Ashton Thomas Private Wealth, LLC	195,021	$9.5M	0.2%	Core	Medium	Scottsdale, AZ	2026-11-03
Beacon Capital Management, LLC	187,764	$9.2M	1.3%	ETF	Medium	Franklin, TN	2026-10-23
Embree Financial Group	179,523	$8.8M	0.9%	ETF	Low	Chicago, IL	2026-10-22
Citigroup Inc	178,179	$8.7M	0.0%	Core	Medium	New York, NY	2026-11-04
Simplicity Wealth,LLC	174,830	$8.6M	0.2%	ETF	Low	Summit, NJ	2026-10-23
Concurrent Investment Advisors, LLC	173,063	$8.5M	0.1%	Growth	Medium	Tampa, FL	2026-10-16
Kestra Private Wealth Services, LLC	170,230	$8.3M	0.1%	Growth	Low	Austin, TX	2026-10-30
15 Wealth Advisors LLC	166,564	$8.2M	2.0%	ETF	N/A	Mundelein, IL	2026-10-14
Bay Harbor Wealth Management, LLC	166,507	$8.2M	1.9%	ETF	Medium	Hunt Valley, MD	2026-11-03
Claro Advisors Inc.	165,224	$8.1M	0.8%	Core	Low	Boston, MA	2026-11-02
Fifth Third Wealth Advisors LLC	161,247	$7.9M	0.2%	Index	Very Low	Cincinnati, OH	2026-10-22
Blue Trust, Inc.	154,945	$7.6M	0.1%	ETF	Low	Brentwood, TN	2026-10-15
TSA Wealth Managment LLC	150,098	$7.3M	2.1%	ETF	Medium	Houston, TX	2026-10-22
Apollon Wealth Management, LLC	140,801	$6.9M	0.1%	Growth	Low	Mount Pleasant, SC	2026-10-23
Town Capital LLC	136,861	$6.7M	4.3%	ETF	High	Bel Air, MD	2026-11-03
Apeiron RIA LLC	135,624	$6.7M	1.5%	ETF	Medium	Dallas, TX	2026-10-08
Gen-Wealth Partners Inc	135,242	$6.6M	1.9%	Core	Low	Zeeland, MI	2026-11-04
Cobblestone Asset Management LLC	133,540	$6.5M	2.6%	ETF	Medium	Richmond, VA	2026-10-13
Independent Financial Group, LLC	130,572	$6.4M	0.1%	Growth	Low	San Diego, CA	2026-10-13
Buttonwood Financial Group, LLC	130,060	$6.6M	3.3%	ETF	Medium	Kansas City, MO	2026-10-16
Focus Financial Network, Inc.	125,519	$6.1M	0.2%	ETF	Low	Minneapolis, MN	2026-10-14
A4 Wealth Advisors LLC	121,174	$5.9M	3.9%	ETF	High	Huntersville, NC	2026-10-20
Sovran Advisors, LLC	120,062	$5.9M	0.4%	ETF	Medium	San Diego, CA	2026-11-02
Quadrant Private Wealth Management, LLC	117,207	$5.7M	0.8%	Growth	Low	Center Valley, PA	2026-11-04
Elevated Financial Group LLC	114,011	$5.6M	1.6%	ETF	Medium	Indianapolis, IN	2026-10-16
ShoreHaven Wealth Partners, LLC	113,105	$5.5M	1.7%	ETF	Medium	Red Bank, NJ	2026-10-16
Golden State Wealth Management, LLC	113,011	$5.5M	0.5%	ETF	Medium	Santa Ana, CA	2026-11-02
Skyline Advisors, Inc.	111,154	$5.4M	1.7%	ETF	Medium	Bellingham, WA	2026-11-03
Able Wealth Management LLC	107,973	$5.4M	1.2%	ETF	Medium	Toms River, NJ	2026-10-13
LiftPoint Family Wealth Advisors LLC	104,463	$5.1M	3.4%	ETF	Medium	Far Hills, NJ	2026-11-03
Integrated Advisors Network LLC	103,320	$5.1M	0.2%	Growth	Medium	Dallas, TX	2026-10-20
SigFig Wealth Management, LLC	101,066	$4.9M	0.1%	ETF	Low	San Francisco, CA	2026-10-07
Hobbs Wealth Management, LLC	100,375	$4.9M	4.0%	ETF	Low	Zionsville, IN	2026-10-20
Financial Life Advisors	96,067	$4.7M	1.3%	ETF	Low	San Antonio, TX	2026-10-14
One Wealth Capital Management, LLC	95,490	$4.7M	1.7%	Growth	Medium	Scottsdale, AZ	2026-10-23
VestGen Advisors, LLC	95,444	$4.7M	0.1%	Growth	Medium	Chicago, IL	2026-10-27
Newport Capital Group, LLC	93,244	$4.6M	3.1%	ETF	High	Red Bank, NJ	2026-10-16
SWP Financial LLC	89,384	$4.4M	2.0%	ETF	Medium	Encinitas, CA	2026-10-23
Peak Wealth Management LLC	88,053	$4.3M	3.0%	ETF	Medium	Nashua, NH	2026-10-26
Polaris Investment Advisors, LLC	86,563	$4.2M	2.7%	ETF	Medium	Framingham, MA	2026-10-20
IFP Advisors, Inc	84,832	$4.2M	0.1%	Growth	Low	Tampa, FL	2026-10-16
Redhawk Wealth Advisors, Inc.	83,242	$4.1M	0.4%	ETF	High	Minneapolis, MN	2026-10-14
Balefire, LLC	82,875	$4.1M	0.6%	ETF	Medium	Dallas, TX	2026-10-09
Absolute Capital Management, LLC	82,077	$4.0M	0.9%	ETF	Medium	Pittsburgh, PA	2026-10-16
Patriot Financial Group Insurance Agency, LLC	81,704	$4.0M	0.4%	Growth	Low	Walpole, MA	2026-10-14
Cornerstone Planning Group LLC	78,446	$3.9M	0.5%	ETF	Medium	Fairfield, NJ	2026-10-16
Hoxton Planning & Management, LLC	76,075	$3.7M	0.9%	ETF	Low	Shepherdstown, WV	2026-10-15
Csenge Advisory Group	75,852	$3.7M	0.1%	ETF	Medium	Clearwater, FL	2026-11-04
Lifelong Wealth Advisors, Inc.	72,151	$3.5M	0.8%	ETF	Low	Arden Hills, MN	2026-10-19
Lantz Financial LLC	71,453	$3.5M	0.6%	ETF	Low	Naperville, IL	2026-10-15
Verus Capital Partners, LLC	68,950	$3.4M	0.2%	Growth	Low	Scottsdale, AZ	2026-11-03
Uptick Partners, LLC	67,566	$3.3M	0.5%	ETF	Low	Nacogdoches, TX	2026-11-04
Portfolio Resources Advisor Group, Inc.	66,497	$3.3M	2.7%	ETF	Medium	Coral Gables, FL	2026-10-20
Rose Capital Advisors LLC	64,704	$3.2M	0.8%	ETF	N/A	Miami Beach, FL	2026-11-04
Braun-Bostich & Associates Inc.	64,558	$3.2M	1.8%	ETF	Medium	Canonsburg, PA	2026-10-20
Pinion Investment Advisors, LLC	64,233	$3.1M	0.6%	ETF	Low	Wichita, KS	2026-11-04
CoreCap Advisors, LLC	64,041	$3.1M	0.1%	ETF	Medium	Southfield, MI	2026-10-08
Maia Wealth LLC	63,689	$3.1M	0.4%	ETF	Medium	Denver, CO	2026-10-19
Asset One Wealth Management LLC	59,796	$2.9M	0.3%	Growth	Low	Bellevue, WA	2026-11-02
Retirement Wealth Solutions LLC	58,885	$2.9M	1.5%	ETF	Low	Marshfield, WI	2026-10-07
PFG Advisors	57,907	$2.8M	0.1%	ETF	Medium	Phoenix, AZ	2026-10-16
B.O.S.S. Retirement Advisors, LLC	57,900	$2.8M	0.8%	ETF	Medium	Lehi, UT	2026-10-26
Bedminster, LLC	55,634	$2.7M	2.3%	ETF	Medium	Bluffton, SC	2026-11-04
Milestone Asset Management, LLC	54,848	$2.7M	0.4%	Growth	High	Pittsburgh, PA	2026-10-15
Novem Group	54,782	$2.7M	0.3%	ETF	Medium	Rochester, NY	2026-10-19
Emergent Wealth Advisors, LLC	52,320	$2.6M	1.3%	ETF	Medium	Williamsville, NY	2026-10-09
WealthPoint Financial, LLC	50,445	$2.5M	1.8%	ETF	Medium	Cramerton, NC	2026-11-03
Ashton Thomas Securities, LLC	49,893	$2.4M	0.3%	ETF	Medium	Rochester, NY	2026-10-26
RFG Advisory, LLC	49,559	$2.4M	0.0%	ETF	Medium	Birmingham, AL	2026-11-03
Strategic Blueprint, LLC	49,322	$2.4M	0.1%	ETF	Low	Atlanta, GA	2026-10-22
Firethorn Wealth Partners, LLC	48,974	$2.4M	0.8%	ETF	Low	Augusta, GA	2026-10-14
Arcadia Wealth Management, LLC	48,555	$2.4M	0.7%	ETF	Low	Manchester, NH	2026-10-22
Kestra Investment Management, LLC	47,723	$2.3M	0.0%	ETF	Medium	Austin, TX	2026-11-04
Smart Wealth LLC	47,341	$2.3M	0.5%	ETF	High	Omaha, NE	2026-11-04
4J Wealth Management LLC	47,171	$2.3M	1.1%	ETF	Medium	Mclean, VA	2026-11-02
Mather Group, Llc.	47,143	$2.3M	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Tempus Wealth Planning, LLC	46,701	$2.3M	0.4%	ETF	Medium	Irvine, CA	2026-10-14
Centurion Wealth Management LLC	45,622	$2.2M	0.5%	ETF	Medium	Mclean, VA	2026-10-13
FFG Retirement Advisors LLC	44,886	$2.2M	1.2%	ETF	Medium	Centennial, CO	2026-10-20
United Advisor Group, LLC	43,903	$2.1M	0.2%	ETF	Low	Cincinnati, OH	2026-11-03
XY Planning Network, Inc.	43,689	$2.1M	0.2%	ETF	Low	Bozeman, MT	2026-10-14
WealthPLAN Partners, LLC	43,207	$2.1M	0.4%	Core	Medium	Omaha, NE	2026-10-15
Commonwealth Retirement Investments LLC	43,106	$2.1M	0.6%	Core	Medium	Richmond, VA	2026-10-26
Zenith Solutions, Inc.	42,546	$2.1M	1.9%	ETF	N/A	Philadelphia, PA	2026-10-19
B. Riley Wealth Advisors, Inc.	41,395	$2.0M	0.1%	Growth	Low	Memphis, TN	2026-10-13
Flagship Harbor Advisors, LLC	40,199	$2.0M	0.1%	ETF	Medium	Boston, MA	2026-10-26
Legacy Advisory Services, LLC	37,760	$1.8M	1.3%	ETF	Medium	Exton, PA	2026-10-20
Advus Financial Partners, LLC	34,895	$1.7M	0.5%	ETF	Low	Winter Park, FL	2026-10-20
BCU Wealth Advisors, LLC	34,325	$1.7M	0.5%	ETF	Low	Vernon Hills, IL	2026-10-16
First Heartland Consultants, Inc.	32,920	$1.6M	0.1%	ETF	Medium	Lake St. Louis, MO	2026-10-08
Merkkuri Wealth Advisors LLC	32,557	$1.6M	1.0%	ETF	Medium	Hicksville, NY	2026-11-03
Integrity Advisory Solutions, LLC	31,325	$1.5M	0.2%	ETF	Medium	Dallas, TX	2026-10-29
Two West Capital Advisors LLC	31,306	$1.5M	0.8%	ETF	Low	Overland Park, KS	2026-10-15
Ascentis Independent Advisors	31,027	$1.5M	0.1%	ETF	Low	Dallas, TX	2026-11-03
Signature Estate & Investment Advisors LLC	30,740	$1.5M	0.0%	ETF	Medium	Los Angeles, CA	2026-10-13
Hoese & Co LLP	30,183	$1.5M	1.0%	ETF	Low	Glencoe, MN	2026-10-21
CFS Investment Advisory Services, LLC	28,847	$1.5M	0.1%	ETF	Medium	Totowa, NJ	2026-10-19
FWG Investments, Llc.	28,566	$1.4M	0.7%	ETF	Medium	Lexington, KY	2026-11-03
Sutton Place Investors LLC	28,090	$1.4M	0.6%	ETF	Low	Armonk, NY	2026-10-20
Raleigh Capital Management Inc.	26,827	$1.3M	0.4%	Core	Medium	Cary, NC	2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	25,882	$1.3M	0.1%	ETF	Medium	Westlake, OH	2026-10-14
Wavvest Wealth LLC	25,431	$1.2M	1.0%	ETF	N/A	Chicago, IL	2026-10-21
JFS Wealth Advisors, LLC	25,294	$1.2M	0.1%	ETF	Very Low	Hermitage, PA	2026-11-03
Sanchez Gaunt Capital Management, LLC	24,898	$1.2M	0.7%	ETF	N/A	Reno, NV	2026-11-03
Alterna Wealth Management, Inc	24,521	$1.2M	0.7%	ETF	Medium	Houston, TX	2026-10-27
W Advisors, LLC	24,364	$1.2M	0.5%	Core	Low	Germantown, TN	2026-11-02
Lloyd Advisory Services, Llc.	23,576	$1.2M	0.4%	ETF	Very High	Suwanee, GA	2026-11-02
Accelerate Investment Advisors LLC	22,669	$1.1M	0.6%	ETF	Low	Aliso Viejo, CA	2026-11-02
NWF Advisory Services Inc.	22,306	$1.1M	0.1%	GARP	Low	Los Angeles, CA	2026-10-19
RDA Financial Network	22,060	$1.1M	0.2%	Growth	Medium	Akron, IA	2026-10-15
BridgePort Financial Solutions, LLC	21,835	$1.1M	0.2%	ETF	Low	Fairfield, IA	2026-11-02
Beacon Financial Advisory LLC	21,124	$1.0M	0.2%	ETF	Low	Cleveland, OH	2026-10-16
Sigma Planning Corp	20,791	$1.0M	0.0%	Growth	Medium	Ann Arbor, MI	2026-10-23
Signal Advisors Wealth, LLC	20,170	$987.5K	0.0%	ETF	Low	Detroit, MI	2026-10-13
Integrated Wealth Management	19,555	$957.4K	0.9%	ETF	High	Uniontown, OH	2026-10-19
Lantern Wealth Advisors, LLC	19,124	$936.3K	0.4%	Growth	Low	Melville, NY	2026-10-22
Gilliland Jeter Wealth Management LLC	18,869	$923.8K	0.2%	Growth	Very Low	Little Rock, AR	2026-10-28
Cassilly Financial Group LLC	18,458	$903.7K	0.6%	ETF	Low	Severna Park, MD	2026-10-07
LifeSteps Financial, Inc.	18,346	$898.2K	0.4%	ETF	Low	Claremont, CA	2026-10-15
Parkway Wealth Management Group, LLC	18,281	$895.0K	0.1%	ETF	High	Plano, TX	2026-10-20
Semus Wealth Partners LLC	18,156	$888.9K	0.4%	Growth	Low	Boca Raton, FL	2026-10-22
Wedbush Securities Inc	17,520	$858.0K	0.1%	Core	Low	Pasadena, CA	2026-10-22
M Holdings Securities, Inc.	17,435	$831	0.0%	ETF	High	Portland, OR	2026-11-03
Key Capital Management, Inc	17,293	$846.7K	0.3%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03
Silverlake Wealth Management LLC	17,233	$843.7K	0.2%	ETF	Low	Williston, VT	2026-10-21
Plan Group Financial, LLC	17,225	$849.0K	0.2%	ETF	Medium	Oklahoma City, OK	2026-10-22
Avidian Wealth Enterprises, LLC	17,028	$833.7K	0.0%	ETF	Low	Houston, TX	2026-10-08
Parallel Advisors, LLC	15,892	$778.1K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Carmel Capital Partners, LLC	15,769	$772.1K	0.3%	Value	Medium	San Diego, CA	2026-11-03
OpenArc Corporate Advisory, LLC	15,529	$760.3K	0.0%	Growth	Low	Atlanta, GA	2026-10-21
Caliber Wealth Management, LLC / KS	15,463	$757.1K	0.1%	ETF	Low	Overland Park, KS	2026-11-04
Optivise Advisory Services LLC	14,824	$725.8K	0.4%	ETF	Medium	Franklin, TN	2026-10-19
Legacy Wealth Partners, LLC	14,808	$725.0K	0.2%	ETF	High	Lakewood, CO	2026-10-15
Interchange Capital Partners, LLC	14,498	$705.2K	0.1%	Growth	Low	Pittsburgh, PA	2026-10-28
Avantra Family Wealth, Inc.	14,246	$697.5K	0.4%	Core	Medium	Mechanicsburg, PA	2026-10-20
MN Wealth Advisors, LLC	13,944	$682.7K	0.3%	ETF	Medium	Overland Park, KS	2026-10-23
Signature Wealth Management Partners, LLC	13,780	$674.7K	0.3%	Growth	Very Low	Montvale, NJ	2026-10-21
Creative Financial Designs Inc	13,703	$670.9K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Clear Creek Financial Management, LLC	13,451	$658.6K	0.0%	ETF	Medium	Silverdale, WA	2026-10-28
Cape Investment Advisory, Inc.	13,068	$639.8K	0.2%	ETF	Low	Mcdonough, GA	2026-10-13
Ballast Rock Private Wealth LLC	12,756	$624.5K	0.3%	ETF	Medium	Charleston, SC	2026-10-26
Aegis Wealth Management, Inc.	12,700	$621.8K	0.4%	ETF	Medium	Guthrie Center, IA	2026-10-26
Davenport & Co LLC	12,122	$593.5K	0.0%	Core	Medium	Richmond, VA	2026-10-14
MKT Advisors LLC	12,058	$601.2K	0.2%	ETF	Low	Carlsbad, CA	2026-10-20
Latitude Advisors, LLC	12,021	$588.5K	0.2%	ETF	Low	Yorkville, IL	2026-10-27
Elevated Capital Advisors, LLC	11,741	$574.8K	0.2%	ETF	Medium	Sandy, UT	2026-11-04
Roger Wittlin Investment Advisory, LLC	11,417	$559.0K	0.4%	ETF	Low	San Francisco, CA	2026-10-19
Lockerman Financial Group, Inc.	11,378	$557.1K	0.8%	ETF	Medium	Newport Beach, CA	2026-10-19
Asempa Wealth Advisors	11,301	$558.0K	0.4%	ETF	Low	Baton Rouge, LA	2026-10-07
Hutchens & Kramer Investment Management Group, LLC	10,814	$529.5K	0.2%	ETF	Low	Indianapolis, IN	2026-10-16
Sowell Financial Services LLC	10,687	$523.2K	0.0%	Core	Low	North Little Rock, AR	2026-10-23
SAX Wealth Advisors, LLC	10,671	$522.5K	0.0%	ETF	Very Low	Parsippany, NJ	2026-10-13
Omni 360 Wealth, Inc.	10,607	$519.3K	0.2%	ETF	Low	Plainsboro, NJ	2026-10-13
BAM Wealth Management, LLC	10,516	$514.9K	0.3%	ETF	High	Lakewood, CO	2026-10-15
Fulcrum Equity Management	10,448	$511.5K	0.4%	Growth	High	Plano, TX	2026-10-21
Castleview Partners, LLC	10,384	$508.4K	0.2%	Core	Medium	Dallas, TX	2026-10-09
Private Trust Co NA	10,332	$505.9K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Heck Capital Advisors, LLC	9,931	$486.2K	0.0%	ETF	Medium	Rhinelander, WI	2026-10-14
Worth Asset Management, LLC	9,751	$477.4K	0.1%	ETF	High	Dallas, TX	2026-10-07
Oregon Pacific Wealth Management, LLC	9,616	$470.8K	0.4%	ETF	Medium	Medford, OR	2026-10-20
Fiscal Wisdom Wealth Management, LLC	9,498	$465.0K	0.6%	ETF	Medium	Canton, CT	2026-10-16
RCS Financial Planning, LLC	9,312	$455.9K	0.2%	ETF	Medium	Annapolis, MD	2026-10-14
Signature Equity Partners, LLC	9,231	$451.9K	0.2%	Growth	Medium	Columbus, OH	2026-10-29
MSH Capital Advisors LLC	9,131	$447.1K	0.1%	Core	Low	Scottsdale, AZ	2026-11-03
EverSource Wealth Advisors, LLC	9,069	$444.0K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Quartz Partners, LLC	8,971	$439.2K	0.1%	GARP	Medium	Saratoga Springs, NY	2026-11-03
Pacific Excel Wealth Advisors, Inc.	8,381	$410.4K	0.5%	ETF	High	Walnut Creek, CA	2026-10-27
Spire Wealth Management	8,064	$394.8K	0.0%	Growth	Medium	Mclean, VA	2026-10-30
Blue Capital, Inc.	7,929	$388.2K	0.2%	Core	High	Omaha, NE	2026-10-13
Spinnaker Investment Group, LLC	7,614	$372.8K	0.1%	ETF	Low	Newport Beach, CA	2026-10-13
Kingswood Wealth Advisors, LLC	7,496	$367.0K	0.0%	Growth	Low	San Diego, CA	2026-10-23
PUREfi Wealth, LLC	7,269	$355.9K	0.2%	Growth	Medium	Boston, MA	2026-10-19
LongView Wealth Management	7,215	$353.2K	0.1%	ETF	Low	Atlanta, GA	2026-10-19
Johnson Financial Group, LLC	7,186	$351.9K	0.0%	ETF	Low	Denver, CO	2026-11-03
Midwest Financial Network, LLC	6,965	$341.0K	0.2%	ETF	High	Tinley Park, IL	2026-10-13
Richmond Investment Services, LLC	6,663	$326.2K	0.1%	ETF	Low	Mequon, WI	2026-10-29
Atlatl Advisers LLC	6,474	$317.0K	0.1%	Agg Growth	High	Madison, WI	2026-10-22
Prime Capital Investment Advisors, LLC	5,950	$291.3K	0.0%	ETF	Low	Overland Park, KS	2026-10-20
Robertson Stephens Wealth Management, LLC	5,855	$286.7K	0.0%	ETF	Medium	San Francisco, CA	2026-10-16
AA Financial Advisors, LLC	5,723	$280.2K	0.0%	ETF	Medium	Columbus, OH	2026-10-19
PKS Advisory Services, LLC	5,409	$272.6K	0.0%	ETF	Medium	Albany, NY	2026-10-26
Syntegra Private Wealth Group, LLC	5,396	$264.2K	0.0%	ETF	Low	Chesterfield, MO	2026-10-13
World Equity Group, Inc.	5,307	$259.8K	0.1%	Growth	Medium	Schaumburg, IL	2026-10-14
FSA Wealth Partners, Inc.	4,893	$239.6K	0.1%	ETF	High	Rockville, MD	2026-10-26
Centennial Advisors, LLC	4,710	$230.6K	0.3%	ETF	High	Austin, TX	2026-10-21
Strategy Asset Managers LLC	4,684	$229.3K	0.0%	Core	Low	Pasadena, CA	2026-10-14
Creative Planning	4,643	$227.3K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Veracity Capital LLC	4,538	$222.2K	0.1%	Growth	Low	Atlanta, GA	2026-10-08
Islay Capital Management, LLC	4,386	$214.7K	0.1%	ETF	Medium	Lubbock, TX	2026-10-20
Cooper Financial Group	4,365	$213.7K	0.0%	Growth	Medium	Irvine, CA	2026-10-07
Entrewealth, LLC	4,351	$213.0K	0.1%	ETF	Low	Austin, TX	2026-10-14
Wealthcare Advisory Partners LLC	4,278	$209.5K	0.0%	ETF	Low	West Chester, PA	2026-10-21
Fifth Third Securities, Inc.	4,156	$203.5K	0.0%	ETF	Low	Cincinnati, OH	2026-10-21
Kingdom Financial Group Llc.	2,192	$107.3K	0.0%	ETF	Medium	Peoria, AZ	2026-11-04
Montgomery Financial Services LLC	2,065	$101.1K	0.1%	ETF	N/A	Ocean City, MD	2026-11-03
Quest 10 Wealth Builders, Inc.	1,625	$79.6K	0.1%	ETF	Low	Fuquay-Varina, VA	2026-11-02
Vermillion Wealth Management, Inc.	807	$39.5K	0.0%	Value	Low	Rosemount, MN	2026-10-26
Gilpin Wealth Management, LLC	803	$39.3K	0.0%	Growth	Low	Denver, CO	2026-10-09
UMB Private Wealth Management, LLC	719	$35.2K	0.0%	Growth	N/A	Kansas City, MO	2026-10-19
Tsfg, LLC	655	$32.0K	0.0%	ETF	Low	Lake Forest, IL	2026-10-23
Heritage Family Offices, LLP	650	$31.8K	0.0%	Growth	High	Scottsdale, AZ	2026-11-02
Team Financial Group, LLC	623	$30.5K	0.0%	ETF	Low	Temecula, CA	2026-10-30
Harbor Investment Advisory, LLC	497	$24.3K	0.0%	Growth	Low	Lutherville, MD	2026-10-13
Yankcom Partnership	487	$23.8K	0.0%	Core	Very Low	Yankton, SD	2026-10-15
Beacon Investment Advisory Services, Inc.	400	$19.6K	0.0%	Growth	Low	Morristown, NJ	2026-10-13
Lanark Financial, Inc.	289	$14.1K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Networth Advisors, LLC	203	$10.0K	0.0%	ETF	Medium	Canonsburg, PA	2026-11-03
Asset Dedication, LLC	188	$9.2K	0.0%	ETF	Low	San Francisco, CA	2026-11-03
Advocate Investing Services LLC	161	$7.9K	0.0%	ETF	Low	Woodbine, MD	2026-10-26
Cullen T Bankers, Inc.	103	$5.0K	0.0%	Growth	Low	San Antonio, TX	2026-10-28
Compass Financial Management LLC	75	$3.7K	0.0%	Core	N/A	Tampa, FL	2026-10-30
Signature Resources Capital Management, LLC	71	$3.5K	0.0%	ETF	Low	Newport Beach, CA	2026-10-16
SJS Investment Consulting Inc.	67	$3.3K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Horizon Financial Services, LLC	64	$3.1K	0.0%	ETF	Low	Winston Salem, NC	2026-11-04
Essential Partners LLC	63	$3.1K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Capital Investment Advisory Services, LLC	55	$2.7K	0.0%	Core	Medium	Raleigh, NC	2026-10-30
DecisionPoint Financial, LLC	52	$2.6K	0.0%	ETF	Very Low	Mesa, AZ	2026-10-27
United Financial Planning Group LLC	43	$2.1K	0.0%	ETF	High	Hauppauge, NY	2026-11-04
Wealth Enhancement Trust Services, Inc.	42	$2.1K	0.0%	Growth	Medium	Sioux Falls, SD	2026-10-07
Lynch Investment Planning, LLC	36	$1.8K	0.0%	ETF	Low	Newtown Square, PA	2026-10-27
NBT Bank, N.A.	16	$783	0.0%	Core	Low	Norwich, NY	2026-10-21
Pinnacle Wealth Planning Services, Inc.	13	$636	0.0%	GARP	Low	Mansfield, OH	2026-10-27