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Cap Group Dividend Value (CGDV)

CUSIP: 14020W106 | NYSE | 1056 institutional holders

Quarters

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

Commonwealth Equity Services, LLC13,297,007
0.8% of portfolio›$649.6M
Cambridge Investment Research Advisors, Inc.8,028,990
2.2% of portfolio›$392.2M
Confluence Wealth Services, Inc.7,814,179
10.0% of portfolio›$381.7M
Kestra Advisory Services, LLC7,609,979
1.1% of portfolio›$371.7M
D.A. Davidson & Co.3,780,677
1.0% of portfolio›$184.7M
Kestra Investment Management, LLC2,800,570
2.6% of portfolio›$136.8M
Wealthcare Advisory Partners LLC2,432,802
2.0% of portfolio›$118.8M
Johnson Bixby & Associates, LLC2,152,340
11.5% of portfolio›$105.1M
Truist Financial Corp1,928,658
0.1% of portfolio›$94.2M
Wealth Enhancement Advisory Services, LLC1,851,571
0.1% of portfolio›$91.2M
Prospera Financial Services Inc1,328,306
0.8% of portfolio›$64.8M
Assetmark, Inc1,308,047
0.1% of portfolio›$63.9M
Cullen T Bankers, Inc.1,219,147
0.6% of portfolio›$59.6M
Bank of New York Mellon Corp1,168,577
0.0% of portfolio›$57.1M
First Pacific Financial1,067,781
5.3% of portfolio›$52.2M
Erickson Financial Group, LLC1,063,740
27.8% of portfolio›$52.0M
Procyon Advisors, LLC1,043,930
2.2% of portfolio›$51.0M
Souders Financial Advisors1,039,893
4.9% of portfolio›$50.8M
Summit Investment Advisory Services, LLC1,038,665
12.6% of portfolio›$50.7M
Concurrent Investment Advisors, LLC1,036,911
0.4% of portfolio›$50.7M
AA Financial Advisors, LLC951,821
5.5% of portfolio›$46.5M
Park National Corp926,998
1.2% of portfolio›$45.3M
Gerber Kawasaki Wealth & Investment Management906,732
1.1% of portfolio›$44.3M
Kestra Private Wealth Services, LLC858,658
0.4% of portfolio›$41.9M
J. Derek Lewis & Associates Inc.812,384
7.2% of portfolio›$39.7M
MGO One Seven LLC771,312
0.6% of portfolio›$37.7M
Wealth Science Advisors LLC724,841
14.9% of portfolio›$35.4M
Midwest Heritage Bank, FSB703,021
10.0% of portfolio›$34.3M
Independent Financial Group, LLC698,125
0.6% of portfolio›$34.1M
IFP Advisors, Inc694,874
0.6% of portfolio›$33.9M
Onyx Bridge Wealth Group LLC686,353
2.9% of portfolio›$33.5M
James T. Borello RIA684,141
6.9% of portfolio›$33.4M
BIP Wealth, LLC648,303
0.9% of portfolio›$31.7M
Ergawealth Advisors, Inc.638,628
12.3% of portfolio›$31.2M
Royal Harbor Partners, LLC620,590
9.3% of portfolio›$30.3M
Avaii Wealth Management, LLC603,272
8.5% of portfolio›$29.7M
New England Private Wealth Advisors LLC585,342
2.7% of portfolio›$28.6M
Teamwork Financial Advisors, LLC575,735
3.1% of portfolio›$28.1M
CJM Wealth Advisers, Ltd.567,500
7.3% of portfolio›$27.7M
Creative Financial Designs Inc553,905
1.2% of portfolio›$27.1M
Capital Advantage, Inc.541,817
3.2% of portfolio›$26.5M
Main Line Retirement Advisors, LLC534,085
11.5% of portfolio›$26.1M
Axxcess Wealth Management, LLC531,185
1.1% of portfolio›$25.9M
Mission Wealth Management, LP521,744
0.4% of portfolio›$25.5M
Sunrise Financial Services, LLC516,076
14.0% of portfolio›$25.2M
Apollon Wealth Management, LLC510,934
0.3% of portfolio›$25.0M
Davenport & Co LLC495,866
0.1% of portfolio›$24.2M
Copper Harbor Investment Advisors, LLC479,705
4.8% of portfolio›$23.4M
Venture Visionary Partners LLC472,521
0.6% of portfolio›$23.1M
Challenger Wealth Management471,720
16.8% of portfolio›$23.0M
ACT Advisors, Llc.468,707
7.4% of portfolio›$22.9M
Sigma Planning Corp458,774
0.6% of portfolio›$22.2M
Farther Finance Advisors, LLC458,445
0.2% of portfolio›$22.4M
Beacon Financial Advisory LLC452,815
4.2% of portfolio›$22.1M
Clarity Retirement & Wealth, LLC452,612
15.1% of portfolio›$22.1M
VVR Holdings LLC436,651
8.8% of portfolio›$21.3M
Silvia Mccoll Wealth Management, LLC435,524
12.8% of portfolio›$21.3M
Dmkc Advisory Services, LLC434,928
5.2% of portfolio›$21.2M
Platt Wealth Management LLC401,667
24.2% of portfolio›$19.6M
Sage Private Wealth Group, LLC394,639
6.5% of portfolio›$19.3M
Founders Financial Securities LLC391,326
0.9% of portfolio›$19.1M
Citigroup Inc389,773
0.0% of portfolio›$19.0M
Lynch & Associates379,350
2.7% of portfolio›$18.5M
Melone Private Wealth, LLC373,487
7.2% of portfolio›$18.2M
Hartmann Taylor Wealth Management, LLC362,091
9.9% of portfolio›$17.7M
Greenbush Financial Group, LLC360,861
5.2% of portfolio›$17.6M
J.W. Cole Advisors, Inc.359,229
0.3% of portfolio›$17.5M
KPP Advisory Services LLC358,038
2.9% of portfolio›$17.5M
Code Waechter LLC356,778
8.2% of portfolio›$17.4M
WJ Wealth Management, LLC348,698
6.9% of portfolio›$17.0M
Hunter Associates Investment Management LLC346,359
3.7% of portfolio›$16.9M
Wedbush Securities Inc344,471
1.1% of portfolio›$16.8M
VestGen Advisors, LLC338,522
0.5% of portfolio›$16.5M
Oppenheimer & Co Inc335,268
0.2% of portfolio›$16.4M
FSA Wealth Partners, Inc.334,888
4.4% of portfolio›$16.4M
Fourpath Capital Management, LLC328,275
2.1% of portfolio›$16.0M
Gutierrez Wealth Advisory, LLC326,156
8.5% of portfolio›$15.9M
Quantum Financial Planning Services, Inc.317,195
4.2% of portfolio›$15.5M
Michael Brady & Co., LLC316,869
14.0% of portfolio›$15.5M
IMG Wealth Management, Inc.314,570
7.9% of portfolio›$15.4M
Nations Financial Group Inc,312,657
0.8% of portfolio›$15.3M
Armstrong, Fleming & Moore, Inc309,228
5.0% of portfolio›$15.1M
Flagship Harbor Advisors, LLC306,208
0.6% of portfolio›$15.0M
Sovran Advisors, LLC294,835
1.0% of portfolio›$14.6M
Keenan, LLC294,715
9.9% of portfolio›$14.4M
AdvisorNet Financial, Inc293,584
0.7% of portfolio›$14.4M
CLG LLC290,773
3.0% of portfolio›$14.2M
Visionary Wealth Advisors285,002
0.5% of portfolio›$13.9M
McCarthy Asset Management, Inc.282,758
6.6% of portfolio›$13.8M
Ridgeline Wealth Planning, LLC280,382
7.9% of portfolio›$13.7M
Integrity Advisory Solutions, LLC279,178
1.4% of portfolio›$13.6M
WealthCare Investment Partners, LLC273,381
3.2% of portfolio›$13.4M
Victory Financial Group, LLC267,036
1.2% of portfolio›$13.0M
LongView Wealth Management264,674
3.1% of portfolio›$12.9M
Dahring | Cusmano LLC264,326
6.0% of portfolio›$12.9M
Freedom Financial Partners LLC264,014
4.2% of portfolio›$12.9M
Magnus Financial Group LLC263,279
0.9% of portfolio›$12.9M
Smith Thornton Advisors LLC260,296
5.6% of portfolio›$12.7M
Simplicity Wealth,LLC260,217
0.4% of portfolio›$12.7M
Seamount Financial Group Inc255,322
4.9% of portfolio›$12.5M
Tempus Wealth Planning, LLC252,938
2.4% of portfolio›$12.4M
BetterWealth, LLC250,838
2.1% of portfolio›$12.3M
Kaizen Financial Strategies245,374
4.7% of portfolio›$12.0M
Fermata Advisors, LLC244,074
2.3% of portfolio›$11.9M
Armor Investment Advisors, LLC241,164
3.8% of portfolio›$11.8M
New England Capital Financial Advisors LLC238,726
2.7% of portfolio›$11.7M
CFS Investment Advisory Services, LLC236,870
0.8% of portfolio›$11.8M
Bouvel Investment Partners, LLC235,814
2.7% of portfolio›$11.5M
Dean, Jacobson Financial Services, LLC233,766
6.3% of portfolio›$11.4M
Boyer Financial Services, Inc.226,846
8.9% of portfolio›$11.1M
Diversify Advisory Services, LLC221,217
0.2% of portfolio›$10.9M
Diversify Wealth Management, LLC221,217
0.2% of portfolio›$10.9M
Prime Capital Investment Advisors, LLC217,319
0.1% of portfolio›$10.6M
Olistico Wealth, LLC216,687
4.4% of portfolio›$10.6M
Smart Wealth LLC216,315
2.1% of portfolio›$10.6M
Novem Group216,288
1.0% of portfolio›$10.6M
PFG Advisors211,702
0.5% of portfolio›$10.3M
CGN Advisors LLC211,578
0.8% of portfolio›$10.3M
Advisory Solutions Group, LLC207,528
2.1% of portfolio›$10.1M
William John Sempolinski205,350
3.9% of portfolio›$10.0M
Stewardship Concepts Financial Services LLC203,223
6.5% of portfolio›$9.9M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors199,250
0.5% of portfolio›$9.7M
Focus Financial Network, Inc.198,869
0.3% of portfolio›$9.7M
Bill Few Associates, Inc.195,237
2.0% of portfolio›$9.5M
Vicus Capital193,544
0.6% of portfolio›$9.5M
Ball & Co Wealth Management Inc.188,948
6.3% of portfolio›$9.2M
Greenwood Capital Associates LLC187,478
0.9% of portfolio›$9.2M
Koshinski Asset Management, Inc.184,723
0.5% of portfolio›$9.0M
Security Financial Services, Inc.182,693
1.2% of portfolio›$8.9M
Ashton Thomas Private Wealth, LLC180,264
0.2% of portfolio›$8.8M
Accel Wealth Management179,454
1.9% of portfolio›$8.8M
Thrivent Financial for Lutherans177,575
0.0% of portfolio›$8.7M
First Heartland Consultants, Inc.168,033
0.5% of portfolio›$8.2M
BNB Wealth Management, LLC167,315
4.5% of portfolio›$8.2M
EverSource Wealth Advisors, LLC161,855
0.3% of portfolio›$7.9M
M.E. Allison & Co., Inc.158,161
4.3% of portfolio›$7.7M
Signature Estate & Investment Advisors LLC156,477
0.1% of portfolio›$7.6M
Affiance Financial, LLC154,768
1.1% of portfolio›$7.6M
Scott Capital Advisors, LLC154,652
1.1% of portfolio›$7.7M
Convergence Financial, LLC154,482
1.1% of portfolio›$7.5M
Northwest Financial Advisors153,311
1.0% of portfolio›$7.5M
Smallwood Wealth Investment Management, LLC151,623
3.1% of portfolio›$7.4M
Cornerstone Wealth Management, LLC148,654
0.3% of portfolio›$7.3M
Lodestone Wealth Management LLC146,944
2.4% of portfolio›$7.2M
KWB Wealth145,691
0.6% of portfolio›$7.1M
Uptick Partners, LLC145,080
1.0% of portfolio›$7.1M
Mascagni Wealth Management, Inc.142,775
4.2% of portfolio›$7.0M
Milestone Investment Advisors LLC142,187
1.5% of portfolio›$6.9M
RFG Advisory, LLC141,997
0.1% of portfolio›$6.9M
Landaas & Co139,236
1.1% of portfolio›$6.8M
Clear Creek Financial Management, LLC137,950
0.5% of portfolio›$6.7M
HBW Advisory Services LLC135,063
0.7% of portfolio›$6.6M
Genesis Private Wealth, LLC132,098
1.8% of portfolio›$6.5M
RM Financial Services, LLC131,465
4.8% of portfolio›$6.4M
Balentine LLC131,411
0.2% of portfolio›$6.4M
Kingswood Wealth Advisors, LLC130,795
0.2% of portfolio›$6.4M
Choreo, LLC129,670
0.1% of portfolio›$6.4M
Park Avenue Securities LLC126,113
0.1% of portfolio›$6.2M
Alliance Private Wealth, LLC123,653
2.2% of portfolio›$6.0M
Titleist Asset Management, LLC122,340
0.4% of portfolio›$6.0M
Harpswell Capital Advisors, LLC122,163
3.9% of portfolio›$6.0M
StrongBox Wealth, LLC118,881
1.6% of portfolio›$5.8M
Fearless Solutions, LLC dba Best Invest117,616
2.9% of portfolio›$5.7M
Latitude Advisors, LLC116,781
1.8% of portfolio›$5.7M
Spire Wealth Management116,083
0.2% of portfolio›$5.7M
Fifth Third Bancorp114,503
0.0% of portfolio›$5.6M
A&I Financial Services, LLC113,806
2.4% of portfolio›$5.6M
Turning Point Benefit Group, Inc.111,454
2.2% of portfolio›$5.4M
Financial Council, LLC111,283
1.7% of portfolio›$5.4M
Integrity Alliance, Llc.110,195
0.2% of portfolio›$5.4M
Sagespring Wealth Partners, LLC109,539
0.1% of portfolio›$5.4M
IFS Advisors, LLC106,639
1.6% of portfolio›$5.2M
BlueChip Wealth Advisors LLC102,036
1.7% of portfolio›$5.0M
Aprio Wealth Management, LLC100,973
0.2% of portfolio›$4.9M
Altus Wealth Group LLC99,889
1.8% of portfolio›$4.9M
M Holdings Securities, Inc.99,377
2.0% of portfolio›$4.8M
Bulwark Capital Corp99,017
2.6% of portfolio›$4.8M
Kuhn & Co Investment Counsel94,247
2.5% of portfolio›$4.6M
True Blue Financial, LLC93,619
1.7% of portfolio›$4.6M
Capital Investment Advisors, LLC93,503
0.1% of portfolio›$4.6M
Fifth Third Securities, Inc.92,265
0.2% of portfolio›$4.5M
Cooper Financial Group90,495
0.4% of portfolio›$4.4M
Creative Planning89,955
0.0% of portfolio›$4.4M
Endeavor Private Wealth, Inc.89,021
1.1% of portfolio›$4.4M
Walkner Condon Financial Advisors LLC88,758
0.5% of portfolio›$4.3M
Certior Financial Group, LLC87,644
2.3% of portfolio›$4.3M
Vise Technologies, Inc.86,838
0.0% of portfolio›$4.2M
International Assets Investment Management, LLC85,013
0.2% of portfolio›$4.2M
Silverlake Wealth Management LLC84,412
0.8% of portfolio›$4.1M
Wespac Advisors, LLC82,132
2.0% of portfolio›$4.0M
Advisortrust Partners, LLC82,106
1.3% of portfolio›$4.0M
Total Clarity Wealth Management, Inc.80,930
0.8% of portfolio›$4.0M
Selby Wealth Management, LLC80,802
1.4% of portfolio›$3.9M
Strategic Blueprint, LLC80,234
0.2% of portfolio›$3.9M
Richards, Merrill & Peterson, Inc.76,990
1.1% of portfolio›$3.8M
Midwest Financial Group LLC75,791
1.3% of portfolio›$3.7M
Dynamic Advisor Solutions LLC74,915
0.1% of portfolio›$3.7M
Modera Wealth Management, LLC74,302
0.0% of portfolio›$3.6M
Ashton Thomas Securities, LLC73,526
0.4% of portfolio›$3.6M
Richmond Investment Services, LLC72,380
1.1% of portfolio›$3.5M
US Bancorp \de\71,789
0.0% of portfolio›$3.5M
Curtis Advisory Group, LLC71,436
0.7% of portfolio›$3.5M
HB Wealth Management, LLC69,868
0.0% of portfolio›$3.4M
Meridian Wealth Management, LLC69,388
0.1% of portfolio›$3.4M
Clear Point Advisors Inc.68,732
2.3% of portfolio›$3.4M
Atria Investments, Inc68,583
0.0% of portfolio›$3.4M
Harbor Investment Advisory, LLC68,415
0.2% of portfolio›$3.3M
Merited Wealth, LLC67,187
2.3% of portfolio›$3.3M
Perigon Wealth Management, LLC66,756
0.1% of portfolio›$3.3M
Strategic Family Wealth Counselors, L.L.C.66,745
0.8% of portfolio›$3.3M
Brookstone Capital Management65,820
0.0% of portfolio›$3.2M
Transcendent Capital Group LLC64,841
1.3% of portfolio›$3.2M
Stonebridge Financial Group, LLC64,043
0.2% of portfolio›$3.1M
Patriot Financial Group Insurance Agency, LLC63,428
0.3% of portfolio›$3.1M
Herold Advisors, Inc.61,023
0.6% of portfolio›$3.0M
National Wealth Management Group, LLC60,310
0.8% of portfolio›$2.9M
Fiscal Wisdom Wealth Management, LLC59,926
3.5% of portfolio›$2.9M
APS Management Group, Inc.59,606
2.1% of portfolio›$2.9M
MSH Capital Advisors LLC55,133
0.4% of portfolio›$2.7M
Orca Wealth Management, LLC54,749
1.6% of portfolio›$2.7M
Langley Wealth Management, LLC54,321
2.6% of portfolio›$2.7M
Rubicon Advisors, GP54,188
1.8% of portfolio›$2.6M
Lodestar Private Asset Management LLC52,989
0.2% of portfolio›$2.6M
Saxony Capital Management, LLC52,748
1.1% of portfolio›$2.6M
Wealthcare Capital Partners, LLC52,438
1.0% of portfolio›$2.6M
R2 Capital Strategies, LLC51,854
1.1% of portfolio›$2.5M
Hopwood Financial Services, Inc.51,738
1.4% of portfolio›$2.5M
High Net Worth Advisory Group LLC51,597
0.5% of portfolio›$2.5M
Private Trust Co NA50,391
0.2% of portfolio›$2.5M
Southland Equity Partners LLC50,354
0.4% of portfolio›$2.5M
Summit Global Investments49,052
0.6% of portfolio›$2.4M
CWS Financial Advisors, LLC48,257
0.5% of portfolio›$2.4M
Capital Management Associates, Inc47,863
0.5% of portfolio›$2.3M
Private Client Services, LLC45,602
0.6% of portfolio›$2.2M
Junk Investment Group, LLC45,294
0.9% of portfolio›$2.2M
Westside Investment Management, Inc.44,690
0.3% of portfolio›$2.2M
Lantz Financial LLC44,132
0.4% of portfolio›$2.2M
Investment Advisory Services Inc43,740
0.6% of portfolio›$2.1M
Investment Insight Wealth Management, LLC43,355
1.8% of portfolio›$2.1M
Signature Equity Partners, LLC43,250
0.7% of portfolio›$2.1M
NWF Advisory Services Inc.42,879
0.2% of portfolio›$2.1M
KOM Wealth Management Group, LLC42,523
1.0% of portfolio›$2.1M
Professional Financial Advisors, LLC42,284
0.4% of portfolio›$2.1M
Burford Brothers, Inc.41,496
0.7% of portfolio›$2.0M
Quantum Financial Partners LLC39,898
1.0% of portfolio›$1.9M
Trueblood Wealth Management, LLC39,734
0.7% of portfolio›$1.9M
Pines Wealth Management, LLC39,390
0.5% of portfolio›$1.9M
Gaddis Premier Wealth Advisors LLC39,356
1.1% of portfolio›$1.9M
Trinity Wealth Management, LLC39,343
0.6% of portfolio›$1.9M
Blueprint Investment Partners LLC38,969
0.2% of portfolio›$1.9M
Equity Wealth Partners, LLC36,416
0.6% of portfolio›$1.8M
Blueprint Financial Advisors LLC35,741
0.2% of portfolio›$1.7M
FMA Wealth Management, LLC34,599
1.1% of portfolio›$1.7M
Summit Wealth Group LLC / Co33,256
0.1% of portfolio›$1.6M
Capital Investment Advisory Services, LLC33,014
0.1% of portfolio›$1.6M
ProCore Advisors, LLC32,894
2.0% of portfolio›$1.6M
Fiduciary Alliance LLC32,205
0.1% of portfolio›$1.6M
Future Financial Wealth Managment LLC31,885
1.0% of portfolio›$1.6M
Sowell Financial Services LLC30,977
0.0% of portfolio›$1.5M
Independent Wealth Network Inc.30,237
0.4% of portfolio›$1.5M
Elm3 Financial Group, LLC29,398
1.0% of portfolio›$1.4M
Lanark Financial, Inc.29,350
0.1% of portfolio›$1.4M
Lincoln Capital LLC29,258
0.3% of portfolio›$1.4M
Integrated Advisors Network LLC28,063
0.1% of portfolio›$1.4M
Csenge Advisory Group27,846
0.1% of portfolio›$1.4M
Realta Investment Advisors27,805
0.4% of portfolio›$1.4M
AlphaCore Capital LLC26,974
0.0% of portfolio›$1.3M
Indivisible Partners26,940
0.1% of portfolio›$1.3M
Stablepoint Partners, LLC26,481
0.2% of portfolio›$1.3M
Birchwood Financial Partners, Inc.25,496
0.9% of portfolio›$1.2M
NavPoint Financial, Inc.25,411
0.4% of portfolio›$1.2M
Carnegie Investment Counsel25,284
0.0% of portfolio›$1.2M
Retirement Planning Group, LLC25,163
0.0% of portfolio›$1.2M
Intrua Financial, LLC25,146
0.1% of portfolio›$1.2M
Certified Advisory Corp24,640
0.1% of portfolio›$1.2M
Adamsbrown Wealth Consultants LLC23,975
0.2% of portfolio›$1.2M
Lantern Wealth Advisors, LLC23,512
0.5% of portfolio›$1.1M
Elevation Point Wealth Partners, LLC23,420
0.0% of portfolio›$1.1M
CPA Asset Management Group, LLC23,290
0.3% of portfolio›$1.1M
Freestate Advisors LLC22,962
0.9% of portfolio›$1.1M
Ascentis Independent Advisors22,878
0.1% of portfolio›$1.1M
Barrett & Company, Inc.22,808
0.3% of portfolio›$1.1M
Root Financial Partners, LLC22,552
0.0% of portfolio›$1.1M
Orba Wealth Advisors, L.L.C.21,650
0.9% of portfolio›$1.1M
Banque Pictet & CIE SA21,469
0.0% of portfolio›$1.0M
Hazlett, Burt & Watson, Inc.21,455
0.3% of portfolio›$454.6K
PKS Advisory Services, LLC21,401
0.2% of portfolio›$1.1M
Clear Harbor Asset Management, LLC20,809
0.1% of portfolio›$1.0M
Financial Perspectives, Inc20,770
0.2% of portfolio›$1.0M
Keybank National Association20,250
0.0% of portfolio›$989.2K
Signal Advisors Wealth, LLC20,183
0.0% of portfolio›$986.0K
Clearview Wealth Management LLC19,751
0.7% of portfolio›$981.2K
Colonial River Investments, LLC19,674
0.2% of portfolio›$961.1K
Roman Butler Fullerton & Co19,422
0.2% of portfolio›$952.3K
Ulrich Consultants & Investment Group, LLC19,300
0.9% of portfolio›$942.8K
Core Wealth Partners LLC17,961
0.4% of portfolio›$877.4K
Wealth Preservation Advisors, LLC17,940
0.4% of portfolio›$876.4K
Wisconsin Wealth Advisors, LLC17,933
0.7% of portfolio›$876.0K
Mann Financial Group, Inc.17,261
0.7% of portfolio›$843.2K
Clearwave Capital, LLC16,866
0.4% of portfolio›$823.9K
Acorn Financial Advisory Services Inc16,856
0.1% of portfolio›$823.4K
Norden Group LLC16,730
0.1% of portfolio›$817.3K
Narus Financial Partners, LLC16,628
0.2% of portfolio›$812.3K
HUB Investment Partners, LLC16,506
0.0% of portfolio›$806.3K
Rodgers & Associates, LTD16,411
0.1% of portfolio›$801.7K
Moneco Advisors, LLC16,343
0.0% of portfolio›$798.3K
Larson Financial Group LLC16,259
0.0% of portfolio›$794.3K
Gateway Investment Advisers LLC16,145
0.0% of portfolio›$788.7K
Keeler Thomas Management LLC15,464
0.3% of portfolio›$755.4K
CapWealth Advisors, LLC15,308
0.1% of portfolio›$747.8K
Register Financial Advisors LLC15,095
0.2% of portfolio›$737.4K
Atlas Private Wealth Advisors14,876
0.2% of portfolio›$726.7K
Carlton Hofferkamp & Jenks Wealth Management, LLC14,229
0.2% of portfolio›$699.6K
Ballew Advisors, Inc13,713
0.3% of portfolio›$674.7K
Secure Asset Management, LLC13,583
0.1% of portfolio›$663.5K
Clarus Group, Inc.13,270
0.2% of portfolio›$648.2K
Northbridge Financial Group, LLC12,625
0.2% of portfolio›$629.0K
Trilogy Capital Inc.12,554
0.0% of portfolio›$613.3K
United Advisor Group, LLC12,264
0.1% of portfolio›$599.1K
Zega Investments, LLC11,994
0.1% of portfolio›$585.9K
Silver Grove Financial Group, Inc.11,443
0.3% of portfolio›$559.0K
Thurston, Springer, Miller, Herd & Titak, Inc.11,421
0.9% of portfolio›$557.9K
Cushing Capital Partners, LLC11,059
0.3% of portfolio›$540.2K
Compass Ion Advisors, LLC10,850
0.0% of portfolio›$530.0K
Regent Peak Wealth Advisors LLC10,846
0.1% of portfolio›$529.8K
Beam Wealth Advisors, Inc.10,791
0.1% of portfolio›$528.8K
Brighton Jones LLC10,780
0.0% of portfolio›$526.6K
FinDec Wealth Services, Inc.10,462
0.6% of portfolio›$511.1K
Wesbanco Bank Inc10,395
0.0% of portfolio›$507.8K
StoneX Group Inc.10,297
0.0% of portfolio›$504.0K
Ascent Group, LLC10,261
0.0% of portfolio›$501.3K
Allegheny Financial Group9,990
0.0% of portfolio›$488.0K
Valley National Advisers Inc9,836
0.1% of portfolio›$480.5K
Apollon Financial, LLC9,741
0.1% of portfolio›$475.8K
Optima Capital LLC9,317
0.2% of portfolio›$456.3K
WPG Advisers, LLC9,300
0.2% of portfolio›$454.3K
Tcfg Investment Advisors, LLC9,158
0.2% of portfolio›$447.3K
Capital Planning LLC9,057
0.1% of portfolio›$443.8K
Wealthcare Capital Management LLC8,946
0.0% of portfolio›$437.0K
Elevatus Welath Management8,869
0.1% of portfolio›$433.3K
Auctus Advisors LLC8,757
0.3% of portfolio›$427.8K
Versant Capital Management, Inc8,746
0.0% of portfolio›$427.2K
Cypress Capital, LLC8,627
0.1% of portfolio›$421.5K
MFA Wealth Services8,535
0.2% of portfolio›$416.9K
Beacon Financial Group8,521
0.0% of portfolio›$416.3K
Sapient Capital LLC8,481
0.0% of portfolio›$415.6K
Beacon Investment Advisory Services, Inc.8,340
0.0% of portfolio›$407.4K
Sherman Wealth Management LLC8,061
0.3% of portfolio›$393.8K
Tortuga Wealth Management, Inc8,047
0.3% of portfolio›$393.3K
Facet Wealth, Inc.8,046
0.0% of portfolio›$393.0K
Sage Mountain Advisors LLC8,046
0.0% of portfolio›$393.0K
Nova Financial LLC8,018
0.2% of portfolio›$391.7K
OpenArc Corporate Advisory, LLC7,938
0.0% of portfolio›$387.8K
Quadrant Capital Group LLC7,898
0.0% of portfolio›$392.4K
Gamma Investing LLC7,789
0.0% of portfolio›$380.5K
tru Independence LLC7,641
0.2% of portfolio›$373.3K
180 Wealth Advisors, LLC7,575
0.0% of portfolio›$370.0K
Triton Wealth Management, Pllc7,193
0.1% of portfolio›$352.2K
Kenora Financial, LLC7,170
0.1% of portfolio›$350.3K
Mission Financial Group, LLC6,903
0.3% of portfolio›$337.2K
Bison Wealth, LLC6,810
0.0% of portfolio›$337.6K
Brown Miller Wealth Management, LLC6,784
0.1% of portfolio›$331.4K
Fonville Wealth Management LLC6,718
0.0% of portfolio›$328.2K
Avantax Planning Partners, Inc.6,631
0.0% of portfolio›$323.9K
Northland Securities, Inc.6,581
0.2% of portfolio›$321.5K
Sard Wealth Management Group, LLC6,580
0.1% of portfolio›$321.4K
Evanson Financial, LLC6,580
0.0% of portfolio›$321.4K
Balboa Wealth Partners6,548
0.0% of portfolio›$319.9K
Trek Financial, LLC6,435
0.0% of portfolio›$314.4K
Weatherly Asset Management L. P.6,408
0.0% of portfolio›$313.3K
Main Street Group, LTD6,351
0.1% of portfolio›$310.2K
Patrick M Sweeney & Associates, Inc6,198
0.2% of portfolio›$302.8K
FCG Investment Co6,029
0.1% of portfolio›$294.5K
Carolina Wealth Management Inc5,888
0.1% of portfolio›$287.6K
Pennsylvania Capital Management Inc5,801
0.1% of portfolio›$283.4K
World Equity Group, Inc.5,746
0.1% of portfolio›$280.7K
WealthBridge Capital Management, LLC5,741
0.1% of portfolio›$280.4K
Sterling Group Wealth Management, LLC5,700
0.1% of portfolio›$278.4K
Midwest Trust Co5,693
0.0% of portfolio›$278.1K
Clifford Swan Investment Counsel LLC5,630
0.0% of portfolio›$275.0K
Schear Investment Advisers, LLC5,620
0.0% of portfolio›$274.5K
Tempo Wealth, LLC5,620
0.0% of portfolio›$274.5K
SteelPeak Wealth, LLC5,596
0.0% of portfolio›$274.2K
Basso Capital Management, L.P.5,494
0.1% of portfolio›$268.4K
Harmony Asset Management LLC5,473
0.1% of portfolio›$267.4K
Grant Street Asset Management, Inc.5,404
0.0% of portfolio›$264.0K
Partners Wealth Management, LLC5,191
0.0% of portfolio›$254.4K
4Wealth Advisors, Inc.5,132
0.2% of portfolio›$252.4K
Sage Investment Counsel LLC5,008
0.2% of portfolio›$244.6K
SFE Investment Counsel4,973
0.0% of portfolio›$242.9K
QTR Family Wealth, LLC4,966
0.1% of portfolio›$242.6K
Creekside Partners4,949
0.1% of portfolio›$241.8K
Worthington Financial Partners, LLC4,943
0.2% of portfolio›$241.5K
Entrewealth, LLC4,858
0.1% of portfolio›$237.3K
Presilium Private Wealth, LLC4,855
0.0% of portfolio›$237.2K
Krilogy Financial LLC4,797
0.0% of portfolio›$237.8K
LexAurum Advisors, LLC4,741
0.0% of portfolio›$231.6K
BLB&B Advisors, LLC4,716
0.0% of portfolio›$230.4K
Colton Groome Financial Advisors, LLC4,709
0.1% of portfolio›$230.0K
Shum Financial Group, Inc.4,592
0.1% of portfolio›$224.3K
Wedmont Private Capital4,552
0.0% of portfolio›$224.2K
Triad Wealth Partners, LLC4,548
0.0% of portfolio›$222.2K
Investmark Advisory Group LLC4,535
0.1% of portfolio›$221.5K
Vestia Personal Wealth Advisors4,500
0.1% of portfolio›$219.8K
Cape Investment Advisory, Inc.4,440
0.1% of portfolio›$216.9K
Pension & Wealth Management Advisors, Inc.4,418
0.0% of portfolio›$215.8K
Guardian Partners Inc.4,400
0.0% of portfolio›$214.9K
Greenup Street Wealth Management LLC4,366
0.0% of portfolio›$213.3K
XY Planning Network, Inc.4,310
0.0% of portfolio›$210.5K
Everhart Financial Group, Inc.4,126
0.0% of portfolio›$201.6K
Eastern Bank3,954
0.0% of portfolio›$193.2K
Oakworth Capital, Inc.3,900
0.0% of portfolio›$190.5K
Security National Bank3,714
0.0% of portfolio›$181.4K
Plante Moran Financial Advisors, LLC3,542
0.0% of portfolio›$173.0K
Mather Group, Llc.3,464
0.0% of portfolio›$169.2K
Trust Co3,146
0.0% of portfolio›$153.7K
Trust Co of Vermont2,860
0.0% of portfolio›$139.7K
Center for Financial Planning, Inc.2,571
0.0% of portfolio›$125.6K
Next Level Wealth Planning, LLC2,422
0.0% of portfolio›$118.3K
TD Waterhouse Canada Inc.2,175
0.0% of portfolio›$106.4K
CoreCap Advisors, LLC2,155
0.0% of portfolio›$105.3K
North Star Investment Management Corp.2,100
0.0% of portfolio›$102.6K
Asset Dedication, LLC1,782
0.0% of portfolio›$87.0K
GHP Investment Advisors, Inc.1,734
0.0% of portfolio›$84.7K
Archer Investment Corp1,679
0.0% of portfolio›$82.0K
Y.D. More Investments Ltd1,636
0.0% of portfolio›$79.9K
Central Trust Co1,629
0.0% of portfolio›$79.6K
Beacon Financial Strategies Corp1,600
0.0% of portfolio›$78.2K
Blue Trust, Inc.1,575
0.0% of portfolio›$76.9K
UMB Private Wealth Management, LLC1,563
0.1% of portfolio›$76.4K
Compass Financial Management LLC1,490
0.0% of portfolio›$72.8K
Global Trust Asset Management, LLC1,300
0.0% of portfolio›$63.5K
Hickory Point Bank & Trust1,122
0.0% of portfolio›$54.8K
Signaturefd, LLC1,040
0.0% of portfolio›$50.8K
KFG LLC1,029
0.0% of portfolio›$50.3K
DiNuzzo Private Wealth, Inc.909
0.0% of portfolio›$44.4K
FNY Investment Advisers, LLC900
0.0% of portfolio›$43
Essential Investment Partners LLC871
0.0% of portfolio›$42.5K
Bayban856
0.0% of portfolio›$42.2K
Rydar Equities, Inc.781
0.0% of portfolio›$38.7K
Simplex Trading, LLC779
0.0% of portfolio›$38.1K
Hughes Financial Services, LLC774
0.0% of portfolio›$38.4K
First Horizon Corp769
0.0% of portfolio›$37.6K
Triumph Capital Management750
0.0% of portfolio›$36.6K
Bay Harbor Wealth Management, LLC740
0.0% of portfolio›$36.3K
Provenance Wealth Advisors, LLC670
0.0% of portfolio›$32.7K
CX Institutional661
0.0% of portfolio›$32
Carnegie Lake Advisors LLC588
0.3% of portfolio›$777.1K
Pflug Koory, LLC584
0.0% of portfolio›$28.5K
Indiana Trust & Investment Management Co560
0.0% of portfolio›$27.4K
Rossby Financial, LCC513
0.0% of portfolio›$25.1K
Arvest Investments, Inc.483
0.0% of portfolio›$23.6K
Halbert Hargrove Global Advisors, LLC475
0.0% of portfolio›$23.2K
Community Financial Services Group, LLC435
0.0% of portfolio›$21.2K
Jnba Financial Advisors431
0.0% of portfolio›$21.0K
Concord Wealth Partners398
0.0% of portfolio›$19.4K
William Mack & Associates, Inc.383
0.0% of portfolio›$18.7K
Meriwether Wealth & Planning, LLC377
0.0% of portfolio›$18.4K
Trust Co of Toledo NA330
0.0% of portfolio›$16.1K
Princeton Global Asset Management LLC307
0.0% of portfolio›$15.0K
Pinnacle Bancorp, Inc.305
0.0% of portfolio›$14.9K
Toth Financial Advisory Corp262
0.0% of portfolio›$12.8K
Downshift Financial, LLC256
0.0% of portfolio›$12.5K
Pinnacle Wealth Planning Services, Inc.242
0.0% of portfolio›$11.8K
Hanson & Doremus Investment Management237
0.0% of portfolio›$12
Financial Consulate, Inc230
0.0% of portfolio›$11.3K
Golden State Wealth Management, LLC228
0.0% of portfolio›$11.1K
Nfsg Corp212
0.0% of portfolio›$10.4K
Central Pacific Bank - Trust Division181
0.0% of portfolio›$8.8K
DeDora Capital, Inc.177
0.0% of portfolio›$8.6K
Glass Jacobson Investment Advisors llc165
0.0% of portfolio›$8.1K
Abound Wealth Management142
0.0% of portfolio›$6.9K
United Financial Planning Group LLC109
0.0% of portfolio›$5.3K
Montag A & Associates Inc100
0.0% of portfolio›$4.9K
MassMutual Private Wealth & Trust, FSB51
0.0% of portfolio›$2.5K
Creative Capital Management Investments LLC43
0.0% of portfolio›$2.1K
Marshall & Sterling Wealth Advisors Inc.24
0.0% of portfolio›$1.2K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
13,297,007$649.6M0.8%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
8,028,990$392.2M2.2%ETFLowFairfield, IA2026-11-02
Confluence Wealth Services, Inc.
7,814,179$381.7M10.0%ETFVery LowMcmurray, PA2026-11-05
Kestra Advisory Services, LLC
7,609,979$371.7M1.1%CoreLowAustin, TX2026-11-02
D.A. Davidson & Co.
3,780,677$184.7M1.0%CoreLowGreat Falls, MT2026-10-28
Kestra Investment Management, LLC
2,800,570$136.8M2.6%ETFMediumAustin, TX2026-11-04
Wealthcare Advisory Partners LLC
2,432,802$118.8M2.0%ETFLowWest Chester, PA2026-10-21
Johnson Bixby & Associates, LLC
2,152,340$105.1M11.5%ETFMediumVancouver, WA2026-10-14
Truist Financial Corp
1,928,658$94.2M0.1%CoreLowCharlotte, NC2026-10-30
Wealth Enhancement Advisory Services, LLC
1,851,571$91.2M0.1%CoreLowPlymouth, MN2026-10-13
Prospera Financial Services Inc
1,328,306$64.8M0.8%CoreMediumDallas, TX2026-11-04
Assetmark, Inc
1,308,047$63.9M0.1%ETFLowConcord, CA2026-10-21
Cullen T Bankers, Inc.
1,219,147$59.6M0.6%GrowthLowSan Antonio, TX2026-10-28
Bank of New York Mellon Corp
1,168,577$57.1M0.0%CoreLowNew York, NY2026-11-05
First Pacific Financial
1,067,781$52.2M5.3%ETFLowVancouver, WA2026-10-14
Erickson Financial Group, LLC
1,063,740$52.0M27.8%ETFVery LowAllentown, PA2026-11-05
Procyon Advisors, LLC
1,043,930$51.0M2.2%CoreVery LowShelton, CT2026-10-21
Souders Financial Advisors
1,039,893$50.8M4.9%ETFLowCincinnati, OH2026-11-03
Summit Investment Advisory Services, LLC
1,038,665$50.7M12.6%ETFVery LowRoseville, MN2026-11-03
Concurrent Investment Advisors, LLC
1,036,911$50.7M0.4%GrowthMediumTampa, FL2026-10-16
AA Financial Advisors, LLC
951,821$46.5M5.5%ETFMediumColumbus, OH2026-10-19
Park National Corp
926,998$45.3M1.2%CoreLowNewark, OH2026-10-05
Gerber Kawasaki Wealth & Investment Management
906,732$44.3M1.1%ETFLowSanta Monica, CA2026-10-29
Kestra Private Wealth Services, LLC
858,658$41.9M0.4%GrowthLowAustin, TX2026-10-30
J. Derek Lewis & Associates Inc.
812,384$39.7M7.2%ETFLowNewport Beach, CA2026-11-03
MGO One Seven LLC
771,312$37.7M0.6%GrowthLowBeachwood, OH2026-10-28
Wealth Science Advisors LLC
724,841$35.4M14.9%ETFMediumAlpharetta, GA2026-10-09
Midwest Heritage Bank, FSB
703,021$34.3M10.0%ETFVery LowWest Des Moines, IA2026-10-26
Independent Financial Group, LLC
698,125$34.1M0.6%GrowthLowSan Diego, CA2026-10-13
IFP Advisors, Inc
694,874$33.9M0.6%GrowthLowTampa, FL2026-10-16
Onyx Bridge Wealth Group LLC
686,353$33.5M2.9%ETFMediumTarrytown, NY2026-10-16
James T. Borello RIA
684,141$33.4M6.9%ETFVery LowEast Dundee, IL2026-10-16
BIP Wealth, LLC
648,303$31.7M0.9%ETFMediumAtlanta, GA2026-10-22
Ergawealth Advisors, Inc.
638,628$31.2M12.3%ETFMediumOak Brook, IL2026-10-21
Royal Harbor Partners, LLC
620,590$30.3M9.3%ETFMediumHouston, TX2026-10-29
Avaii Wealth Management, LLC
603,272$29.7M8.5%ETFMediumAppleton, WI2026-10-09
New England Private Wealth Advisors LLC
585,342$28.6M2.7%ETFVery LowWellesley, MA2026-10-19
Teamwork Financial Advisors, LLC
575,735$28.1M3.1%GrowthHighSan Antonio, TX2026-10-19
CJM Wealth Advisers, Ltd.
567,500$27.7M7.3%ETFVery LowFalls Church, VA2026-10-27
Creative Financial Designs Inc
553,905$27.1M1.2%ETFMediumKokomo, IN2026-11-04
Capital Advantage, Inc.
541,817$26.5M3.2%ETFMediumWalnut Creek, CA2026-10-14
Main Line Retirement Advisors, LLC
534,085$26.1M11.5%ETFLowWhitefish, MT2026-10-14
Axxcess Wealth Management, LLC
531,185$25.9M1.1%CoreLowCarlsbad, CA2026-10-21
Mission Wealth Management, LP
521,744$25.5M0.4%ETFLowSanta Barbara, CA2026-10-15
Sunrise Financial Services, LLC
516,076$25.2M14.0%ETFMediumBurien, WA2026-10-21
Apollon Wealth Management, LLC
510,934$25.0M0.3%GrowthLowMount Pleasant, SC2026-10-23
Davenport & Co LLC
495,866$24.2M0.1%CoreMediumRichmond, VA2026-10-14
Copper Harbor Investment Advisors, LLC
479,705$23.4M4.8%ETFN/AAppleton, WI2026-10-16
Venture Visionary Partners LLC
472,521$23.1M0.6%CoreLowSylvania, OH2026-10-07
Challenger Wealth Management
471,720$23.0M16.8%CoreVery LowAliso Viejo, CA2026-10-30
ACT Advisors, Llc.
468,707$22.9M7.4%ETFMediumAsheville, NC2026-10-15
Sigma Planning Corp
458,774$22.2M0.6%GrowthMediumAnn Arbor, MI2026-10-23
Farther Finance Advisors, LLC
458,445$22.4M0.2%IndexLowSan Francisco, CA2026-10-08
Beacon Financial Advisory LLC
452,815$22.1M4.2%ETFLowCleveland, OH2026-10-16
Clarity Retirement & Wealth, LLC
452,612$22.1M15.1%ETFN/ANew Bedford, MA2026-11-04
VVR Holdings LLC
436,651$21.3M8.8%ETFMediumBellingham, WA2026-10-19
Silvia Mccoll Wealth Management, LLC
435,524$21.3M12.8%CoreVery LowSan Diego, CA2026-10-07
Dmkc Advisory Services, LLC
434,928$21.2M5.2%ETFLowDes Moines, IA2026-11-04
Platt Wealth Management LLC
401,667$19.6M24.2%GrowthVery LowSan Diego, CA2026-11-04
Sage Private Wealth Group, LLC
394,639$19.3M6.5%ETFLowOakbrook Terrace, IL2026-10-21
Founders Financial Securities LLC
391,326$19.1M0.9%ETFMediumTowson, MD2026-10-28
Citigroup Inc
389,773$19.0M0.0%CoreMediumNew York, NY2026-11-04
Lynch & Associates
379,350$18.5M2.7%CoreVery LowEvansville, IN2026-10-13
Melone Private Wealth, LLC
373,487$18.2M7.2%ETFMediumAuburn Hills, MI2026-10-16
Hartmann Taylor Wealth Management, LLC
362,091$17.7M9.9%ETFVery LowDallas, TX2026-10-14
Greenbush Financial Group, LLC
360,861$17.6M5.2%ETFLowAlbany, NY2026-10-15
J.W. Cole Advisors, Inc.
359,229$17.5M0.3%IndexLowTampa, FL2026-11-05
KPP Advisory Services LLC
358,038$17.5M2.9%GrowthMediumLouisville, KY2026-10-26
Code Waechter LLC
356,778$17.4M8.2%ETFLowTampa, FL2026-10-23
WJ Wealth Management, LLC
348,698$17.0M6.9%ETFMediumGlendale, AZ2026-11-03
Hunter Associates Investment Management LLC
346,359$16.9M3.7%CoreLowPittsburgh, PA2026-10-26
Wedbush Securities Inc
344,471$16.8M1.1%CoreLowPasadena, CA2026-10-22
VestGen Advisors, LLC
338,522$16.5M0.5%GrowthMediumChicago, IL2026-10-27
Oppenheimer & Co Inc
335,268$16.4M0.2%CoreLowNew York, NY2026-10-26
FSA Wealth Partners, Inc.
334,888$16.4M4.4%ETFHighRockville, MD2026-10-26
Fourpath Capital Management, LLC
328,275$16.0M2.1%CoreMediumOklahoma City, OK2026-10-19
Gutierrez Wealth Advisory, LLC
326,156$15.9M8.5%ETFLowLittle Rock, AR2026-11-02
Quantum Financial Planning Services, Inc.
317,195$15.5M4.2%ETFVery LowSpokane, WA2026-10-14
Michael Brady & Co., LLC
316,869$15.5M14.0%ETFLowWestlake, OH2026-10-23
IMG Wealth Management, Inc.
314,570$15.4M7.9%ETFMediumJacksonville, FL2026-10-27
Nations Financial Group Inc,
312,657$15.3M0.8%CoreLowCedar Rapids, IA2026-11-05
Armstrong, Fleming & Moore, Inc
309,228$15.1M5.0%GrowthVery LowWashington, DC2026-10-28
Flagship Harbor Advisors, LLC
306,208$15.0M0.6%ETFMediumBoston, MA2026-10-26
Sovran Advisors, LLC
294,835$14.6M1.0%ETFMediumSan Diego, CA2026-11-02
Keenan, LLC
294,715$14.4M9.9%ETFLowBoston, MA2026-10-23
AdvisorNet Financial, Inc
293,584$14.4M0.7%ETFLowMinnetonka, MN2026-10-15
CLG LLC
290,773$14.2M3.0%ETFMediumLong Beach, CA2026-10-13
Visionary Wealth Advisors
285,002$13.9M0.5%ETFLowO'Fallon, IL2026-11-04
McCarthy Asset Management, Inc.
282,758$13.8M6.6%ETFMediumRedwood Shores, CA2026-10-20
Ridgeline Wealth Planning, LLC
280,382$13.7M7.9%ETFLowCenterville, OH2026-10-29
Integrity Advisory Solutions, LLC
279,178$13.6M1.4%ETFMediumDallas, TX2026-10-29
WealthCare Investment Partners, LLC
273,381$13.4M3.2%ETFLowPortsmouth, RI2026-11-05
Victory Financial Group, LLC
267,036$13.0M1.2%ETFLowAustin, TX2026-10-27
LongView Wealth Management
264,674$12.9M3.1%ETFLowAtlanta, GA2026-10-19
Dahring | Cusmano LLC
264,326$12.9M6.0%ETFLowNovi, MI2026-11-03
Freedom Financial Partners LLC
264,014$12.9M4.2%ETFLowOakdale, MN2026-10-19
Magnus Financial Group LLC
263,279$12.9M0.9%ETFLowNew York, NY2026-10-21
Smith Thornton Advisors LLC
260,296$12.7M5.6%ETFVery LowHuntsville, AL2026-10-16
Simplicity Wealth,LLC
260,217$12.7M0.4%ETFLowSummit, NJ2026-10-23
Seamount Financial Group Inc
255,322$12.5M4.9%ETFLowColorado Springs, CO2026-10-21
Tempus Wealth Planning, LLC
252,938$12.4M2.4%ETFMediumIrvine, CA2026-10-14
BetterWealth, LLC
250,838$12.3M2.1%ETFVery LowSan Jose, CA2026-10-15
Kaizen Financial Strategies
245,374$12.0M4.7%ETFMediumCampbell, CA2026-10-09
Fermata Advisors, LLC
244,074$11.9M2.3%ETFLowSonoma, CA2026-10-13
Armor Investment Advisors, LLC
241,164$11.8M3.8%ETFLowRaleigh, NC2026-10-27
New England Capital Financial Advisors LLC
238,726$11.7M2.7%ETFLowMeriden, CT2026-11-03
CFS Investment Advisory Services, LLC
236,870$11.8M0.8%ETFMediumTotowa, NJ2026-10-19
Bouvel Investment Partners, LLC
235,814$11.5M2.7%Agg GrowthMediumPhoenixville, PA2026-10-13
Dean, Jacobson Financial Services, LLC
233,766$11.4M6.3%ETFLowFort Worth, TX2026-10-29
Boyer Financial Services, Inc.
226,846$11.1M8.9%ETFLowNewport Beach, CA2026-10-23
Diversify Advisory Services, LLC
221,217$10.9M0.2%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
221,217$10.9M0.2%GrowthMediumSandy, UT2026-10-20
Prime Capital Investment Advisors, LLC
217,319$10.6M0.1%ETFLowOverland Park, KS2026-10-20
Olistico Wealth, LLC
216,687$10.6M4.4%GrowthVery LowTulsa, OK2026-10-05
Smart Wealth LLC
216,315$10.6M2.1%ETFHighOmaha, NE2026-11-04
Novem Group
216,288$10.6M1.0%ETFMediumRochester, NY2026-10-19
PFG Advisors
211,702$10.3M0.5%ETFMediumPhoenix, AZ2026-10-16
CGN Advisors LLC
211,578$10.3M0.8%ETFLowManhattan, KS2026-10-21
Advisory Solutions Group, LLC
207,528$10.1M2.1%ETFN/APlymouth, MN2026-10-14
William John Sempolinski
205,350$10.0M3.9%MomentumLowEaston, MA2026-10-20
Stewardship Concepts Financial Services LLC
203,223$9.9M6.5%ETFLowSpokane, WA2026-10-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
199,250$9.7M0.5%ETFMediumWestlake, OH2026-10-14
Focus Financial Network, Inc.
198,869$9.7M0.3%ETFLowMinneapolis, MN2026-10-14
Bill Few Associates, Inc.
195,237$9.5M2.0%CoreVery LowSewickley, PA2026-10-09
Vicus Capital
193,544$9.5M0.6%ETFMediumState College, PA2026-11-05
Ball & Co Wealth Management Inc.
188,948$9.2M6.3%ETFMediumFranklin, TN2026-11-05
Greenwood Capital Associates LLC
187,478$9.2M0.9%CoreMediumGreenwood, SC2026-10-27
Koshinski Asset Management, Inc.
184,723$9.0M0.5%ETFLowDecatur, IL2026-10-29
Security Financial Services, Inc.
182,693$8.9M1.2%ETFMediumFort Wayne, IN2026-10-29
Ashton Thomas Private Wealth, LLC
180,264$8.8M0.2%CoreMediumScottsdale, AZ2026-11-03
Accel Wealth Management
179,454$8.8M1.9%ETFLowWaverly, IA2026-10-13
Thrivent Financial for Lutherans
177,575$8.7M0.0%GARPMediumMinneapolis, MN2026-11-05
First Heartland Consultants, Inc.
168,033$8.2M0.5%ETFMediumLake St. Louis, MO2026-10-08
BNB Wealth Management, LLC
167,315$8.2M4.5%ETFMediumSilver Spring, MD2026-10-28
EverSource Wealth Advisors, LLC
161,855$7.9M0.3%CoreMediumBirmingham, AL2026-11-04
M.E. Allison & Co., Inc.
158,161$7.7M4.3%CoreLowSan Antonio, TX2026-10-09
Signature Estate & Investment Advisors LLC
156,477$7.6M0.1%ETFMediumLos Angeles, CA2026-10-13
Affiance Financial, LLC
154,768$7.6M1.1%ETFVery LowSt. Louis Park, MN2026-10-15
Scott Capital Advisors, LLC
154,652$7.7M1.1%ETFVery LowPortland, OR2026-10-13
Convergence Financial, LLC
154,482$7.5M1.1%ETFMediumColumbia, MO2026-10-27
Northwest Financial Advisors
153,311$7.5M1.0%ETFLowHerndon, VA2026-10-27
Smallwood Wealth Investment Management, LLC
151,623$7.4M3.1%ETFVery LowRed Bank, NJ2026-10-30
Cornerstone Wealth Management, LLC
148,654$7.3M0.3%ETFVery LowSt. Peters, MO2026-11-04
Lodestone Wealth Management LLC
146,944$7.2M2.4%CoreLowSpokane, WA2026-10-14
KWB Wealth
145,691$7.1M0.6%ETFMediumRedlands, CA2026-10-16
Uptick Partners, LLC
145,080$7.1M1.0%ETFLowNacogdoches, TX2026-11-04
Mascagni Wealth Management, Inc.
142,775$7.0M4.2%ETFLowClinton, MS2026-10-23
Milestone Investment Advisors LLC
142,187$6.9M1.5%ETFVery LowMiddleton, WI2026-11-05
RFG Advisory, LLC
141,997$6.9M0.1%ETFMediumBirmingham, AL2026-11-03
Landaas & Co
139,236$6.8M1.1%ETFVery LowMilwaukee, WI2026-10-29
Clear Creek Financial Management, LLC
137,950$6.7M0.5%ETFMediumSilverdale, WA2026-10-28
HBW Advisory Services LLC
135,063$6.6M0.7%ETFMediumSimi Valley, CA2026-10-15
Genesis Private Wealth, LLC
132,098$6.5M1.8%ETFLowAshburn, VA2026-11-02
RM Financial Services, LLC
131,465$6.4M4.8%ETFVery LowFalmouth, ME2026-11-03
Balentine LLC
131,411$6.4M0.2%ETFLowAtlanta, GA2026-11-03
Kingswood Wealth Advisors, LLC
130,795$6.4M0.2%GrowthLowSan Diego, CA2026-10-23
Choreo, LLC
129,670$6.4M0.1%IndexLowRockford, IL2026-10-28
Park Avenue Securities LLC
126,113$6.2M0.1%ETFMediumNew York, NY2026-10-26
Alliance Private Wealth, LLC
123,653$6.0M2.2%ETFVery LowNorth Reading, MA2026-10-20
Titleist Asset Management, LLC
122,340$6.0M0.4%ETFLowSan Antonio, TX2026-10-08
Harpswell Capital Advisors, LLC
122,163$6.0M3.9%ETFMediumYarmouth, ME2026-10-09
StrongBox Wealth, LLC
118,881$5.8M1.6%GrowthLowLee'S Summit, MO2026-11-02
Fearless Solutions, LLC dba Best Invest
117,616$5.7M2.9%ETFLowSan Antonio, TX2026-10-14
Latitude Advisors, LLC
116,781$5.7M1.8%ETFLowYorkville, IL2026-10-27
Spire Wealth Management
116,083$5.7M0.2%GrowthMediumMclean, VA2026-10-30
Fifth Third Bancorp
114,503$5.6M0.0%IndexVery LowCincinnati, OH2026-11-05
A&I Financial Services, LLC
113,806$5.6M2.4%ETFHighLone Tree, CO2026-10-15
Turning Point Benefit Group, Inc.
111,454$5.4M2.2%ETFMediumFrederick, MD2026-10-28
Financial Council, LLC
111,283$5.4M1.7%ETFVery LowTowson, MD2026-11-02
Integrity Alliance, Llc.
110,195$5.4M0.2%ETFMediumUrbandale, IA2026-10-29
Sagespring Wealth Partners, LLC
109,539$5.4M0.1%ETFLowFranklin, TN2026-10-22
IFS Advisors, LLC
106,639$5.2M1.6%ETFLowOverland Park, KS2026-10-14
BlueChip Wealth Advisors LLC
102,036$5.0M1.7%ETFMediumMilton, GA2026-11-03
Aprio Wealth Management, LLC
100,973$4.9M0.2%ETFMediumAtlanta, GA2026-10-28
Altus Wealth Group LLC
99,889$4.9M1.8%ETFLowColorado Springs, CO2026-10-20
M Holdings Securities, Inc.
99,377$4.8M2.0%ETFHighPortland, OR2026-11-03
Bulwark Capital Corp
99,017$4.8M2.6%ETFMediumFernandina Beach, FL2026-10-13
Kuhn & Co Investment Counsel
94,247$4.6M2.5%CoreLowChicago, IL2026-10-29
True Blue Financial, LLC
93,619$4.6M1.7%ETFLowStevensville, MI2026-10-15
Capital Investment Advisors, LLC
93,503$4.6M0.1%CoreLowAtlanta, GA2026-10-22
Fifth Third Securities, Inc.
92,265$4.5M0.2%ETFLowCincinnati, OH2026-10-21
Cooper Financial Group
90,495$4.4M0.4%GrowthMediumIrvine, CA2026-10-07
Creative Planning
89,955$4.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Endeavor Private Wealth, Inc.
89,021$4.4M1.1%ETFMediumTopeka, KS2026-11-05
Walkner Condon Financial Advisors LLC
88,758$4.3M0.5%ETFLowVerona, WI2026-11-02
Certior Financial Group, LLC
87,644$4.3M2.3%ETFMediumKing Of Prussia, PA2026-10-19
Vise Technologies, Inc.
86,838$4.2M0.0%IndexLowNew York, NY2026-10-29
International Assets Investment Management, LLC
85,013$4.2M0.2%CoreVery HighOrlando, FL2026-11-02
Silverlake Wealth Management LLC
84,412$4.1M0.8%ETFLowWilliston, VT2026-10-21
Wespac Advisors, LLC
82,132$4.0M2.0%ETFHighOrinda, CA2026-10-26
Advisortrust Partners, LLC
82,106$4.0M1.3%CoreHighRaleigh, NC2026-11-02
Total Clarity Wealth Management, Inc.
80,930$4.0M0.8%ETFMediumSt. Charles, IL2026-10-26
Selby Wealth Management, LLC
80,802$3.9M1.4%ETFVery LowEmeryville, CA2026-10-16
Strategic Blueprint, LLC
80,234$3.9M0.2%ETFLowAtlanta, GA2026-10-22
Richards, Merrill & Peterson, Inc.
76,990$3.8M1.1%GrowthLowSpokane, WA2026-10-19
Midwest Financial Group LLC
75,791$3.7M1.3%ETFLowOverland Park, KS2026-10-15
Dynamic Advisor Solutions LLC
74,915$3.7M0.1%ETFLowPhoenix, AZ2026-10-13
Modera Wealth Management, LLC
74,302$3.6M0.0%ETFVery LowWestwood, NJ2026-10-28
Ashton Thomas Securities, LLC
73,526$3.6M0.4%ETFMediumRochester, NY2026-10-26
Richmond Investment Services, LLC
72,380$3.5M1.1%ETFLowMequon, WI2026-10-29
US Bancorp \de\
71,789$3.5M0.0%IndexLowMinneapolis, MN2026-11-05
Curtis Advisory Group, LLC
71,436$3.5M0.7%ETFLowSanta Barbara, CA2026-10-28
HB Wealth Management, LLC
69,868$3.4M0.0%IndexVery LowAtlanta, GA2026-10-23
Meridian Wealth Management, LLC
69,388$3.4M0.1%GrowthLowLexington, KY2026-11-05
Clear Point Advisors Inc.
68,732$3.4M2.3%ETFMediumMelville, NY2026-10-30
Atria Investments, Inc
68,583$3.4M0.0%CoreMediumCharlotte, NC2026-10-15
Harbor Investment Advisory, LLC
68,415$3.3M0.2%GrowthLowLutherville, MD2026-10-13
Merited Wealth, LLC
67,187$3.3M2.3%ETFMediumNorth Bay Village, FL2026-10-13
Perigon Wealth Management, LLC
66,756$3.3M0.1%GrowthLowSan Francisco, CA2026-10-22
Strategic Family Wealth Counselors, L.L.C.
66,745$3.3M0.8%ETFVery LowFairfield, NJ2026-10-29
Brookstone Capital Management
65,820$3.2M0.0%ETFMediumWheaton, IL2026-10-22
Transcendent Capital Group LLC
64,841$3.2M1.3%ETFMediumEdmond, OK2026-10-28
Stonebridge Financial Group, LLC
64,043$3.1M0.2%ETFMediumWormleysburg, PA2026-10-01
Patriot Financial Group Insurance Agency, LLC
63,428$3.1M0.3%GrowthLowWalpole, MA2026-10-14
Herold Advisors, Inc.
61,023$3.0M0.6%CoreLowNew York, NY2026-10-19
National Wealth Management Group, LLC
60,310$2.9M0.8%ETFMediumCincinnati, OH2026-10-26
Fiscal Wisdom Wealth Management, LLC
59,926$2.9M3.5%ETFMediumCanton, CT2026-10-16
APS Management Group, Inc.
59,606$2.9M2.1%ETFMediumTorrance, CA2026-10-14
MSH Capital Advisors LLC
55,133$2.7M0.4%CoreLowScottsdale, AZ2026-11-03
Orca Wealth Management, LLC
54,749$2.7M1.6%GARPLowNew Port Richey, FL2026-10-14
Langley Wealth Management, LLC
54,321$2.7M2.6%CoreN/ACorinth, MS2026-11-04
Rubicon Advisors, GP
54,188$2.6M1.8%GrowthMediumRedding, CA2026-10-23
Lodestar Private Asset Management LLC
52,989$2.6M0.2%ETFLowAlamo, CA2026-10-26
Saxony Capital Management, LLC
52,748$2.6M1.1%ETFMediumSt. Louis, MO2026-10-15
Wealthcare Capital Partners, LLC
52,438$2.6M1.0%ETFLowWest Chester, PA2026-10-21
R2 Capital Strategies, LLC
51,854$2.5M1.1%ETFN/ALincoln, NE2026-10-15
Hopwood Financial Services, Inc.
51,738$2.5M1.4%ETFLowReston, VA2026-10-29
High Net Worth Advisory Group LLC
51,597$2.5M0.5%ETFVery LowNaples, FL2026-10-26
Private Trust Co NA
50,391$2.5M0.2%CoreLowCleveland, OH2026-10-20
Southland Equity Partners LLC
50,354$2.5M0.4%ETFLowWildwood, MO2026-10-14
Summit Global Investments
49,052$2.4M0.6%CoreMediumBountiful, UT2026-10-28
CWS Financial Advisors, LLC
48,257$2.4M0.5%ETFVery LowKalamazoo, MI2026-10-16
Capital Management Associates, Inc
47,863$2.3M0.5%ETFLowMinneapolis, MN2026-10-20
Private Client Services, LLC
45,602$2.2M0.6%ETFMediumLouisville, KY2026-10-02
Junk Investment Group, LLC
45,294$2.2M0.9%ETFVery LowHunt Valley, MD2026-10-19
Westside Investment Management, Inc.
44,690$2.2M0.3%GrowthLowSanta Monica, CA2026-11-02
Lantz Financial LLC
44,132$2.2M0.4%ETFLowNaperville, IL2026-10-15
Investment Advisory Services Inc
43,740$2.1M0.6%CoreLowThe Woodlands, TX2026-10-27
Investment Insight Wealth Management, LLC
43,355$2.1M1.8%Agg GrowthVery LowNorth Massapequa, NY2026-10-30
Signature Equity Partners, LLC
43,250$2.1M0.7%GrowthMediumColumbus, OH2026-10-29
NWF Advisory Services Inc.
42,879$2.1M0.2%GARPLowLos Angeles, CA2026-10-19
KOM Wealth Management Group, LLC
42,523$2.1M1.0%ETFLowAppleton, WI2026-10-15
Professional Financial Advisors, LLC
42,284$2.1M0.4%ETFMediumNorth Platte, NE2026-10-13
Burford Brothers, Inc.
41,496$2.0M0.7%CoreLowDallas, TX2026-10-21
Quantum Financial Partners LLC
39,898$1.9M1.0%ETFN/AOverland Park, KS2026-10-19
Trueblood Wealth Management, LLC
39,734$1.9M0.7%CoreLowLima, OH2026-10-23
Pines Wealth Management, LLC
39,390$1.9M0.5%GrowthLowSouthern Pines, NC2026-10-21
Gaddis Premier Wealth Advisors LLC
39,356$1.9M1.1%ETFMediumDurant, OK2026-10-29
Trinity Wealth Management, LLC
39,343$1.9M0.6%ETFMediumBerwyn, PA2026-10-13
Blueprint Investment Partners LLC
38,969$1.9M0.2%ETFMediumGreensboro, NC2026-10-28
Equity Wealth Partners, LLC
36,416$1.8M0.6%ETFVery LowIndependence, MO2026-10-26
Blueprint Financial Advisors LLC
35,741$1.7M0.2%GARPMediumGreensboto, NC2026-10-28
FMA Wealth Management, LLC
34,599$1.7M1.1%ETFVery LowDuxbury, MA2026-10-21
Summit Wealth Group LLC / Co
33,256$1.6M0.1%ETFHighColorado Springs, CO2026-10-29
Capital Investment Advisory Services, LLC
33,014$1.6M0.1%CoreMediumRaleigh, NC2026-10-30
ProCore Advisors, LLC
32,894$1.6M2.0%GARPLowNewport Beach, CA2026-10-14
Fiduciary Alliance LLC
32,205$1.6M0.1%CoreMediumGreenville, SC2026-10-13
Future Financial Wealth Managment LLC
31,885$1.6M1.0%ETFMediumCincinnati, OH2026-10-15
Sowell Financial Services LLC
30,977$1.5M0.0%CoreLowNorth Little Rock, AR2026-10-23
Independent Wealth Network Inc.
30,237$1.5M0.4%ETFMediumUrbandale, IA2026-10-19
Elm3 Financial Group, LLC
29,398$1.4M1.0%GrowthMediumAlpharetta, GA2026-10-07
Lanark Financial, Inc.
29,350$1.4M0.1%CoreMediumBirmingham, AL2026-10-26
Lincoln Capital LLC
29,258$1.4M0.3%CoreVery LowLincoln, NE2026-10-09
Integrated Advisors Network LLC
28,063$1.4M0.1%GrowthMediumDallas, TX2026-10-20
Csenge Advisory Group
27,846$1.4M0.1%ETFMediumClearwater, FL2026-11-04
Realta Investment Advisors
27,805$1.4M0.4%GrowthMediumWilmington, DE2026-10-14
AlphaCore Capital LLC
26,974$1.3M0.0%ETFLowLa Jolla, CA2026-11-04
Indivisible Partners
26,940$1.3M0.1%GrowthMediumClearwater, FL2026-10-26
Stablepoint Partners, LLC
26,481$1.3M0.2%CoreLowBraintree, MA2026-11-03
Birchwood Financial Partners, Inc.
25,496$1.2M0.9%ETFVery LowBloomington, MN2026-11-02
NavPoint Financial, Inc.
25,411$1.2M0.4%ETFVery LowPrior Lake, MN2026-10-21
Carnegie Investment Counsel
25,284$1.2M0.0%CoreLowPepper Pike, OH2026-10-20
Retirement Planning Group, LLC
25,163$1.2M0.0%ETFVery LowLeawood, KS2026-10-19
Intrua Financial, LLC
25,146$1.2M0.1%ETFMediumHouston, TX2026-10-28
Certified Advisory Corp
24,640$1.2M0.1%ETFLowAltamonte Springs, FL2026-10-29
Adamsbrown Wealth Consultants LLC
23,975$1.2M0.2%ETFLowWichita, KS2026-10-20
Lantern Wealth Advisors, LLC
23,512$1.1M0.5%GrowthLowMelville, NY2026-10-22
Elevation Point Wealth Partners, LLC
23,420$1.1M0.0%CoreHighDenver, CO2026-11-05
CPA Asset Management Group, LLC
23,290$1.1M0.3%ETFMediumWest Palm Beach, FL2026-10-26
Freestate Advisors LLC
22,962$1.1M0.9%ETFVery LowOverland Park, KS2026-10-09
Ascentis Independent Advisors
22,878$1.1M0.1%ETFLowDallas, TX2026-11-03
Barrett & Company, Inc.
22,808$1.1M0.3%ETFLowProvidence, RI2026-10-22
Root Financial Partners, LLC
22,552$1.1M0.0%ETFMediumEncinitas, CA2026-10-21
Orba Wealth Advisors, L.L.C.
21,650$1.1M0.9%ETFMediumChicago, IL2026-10-23
Banque Pictet & CIE SA
21,469$1.0M0.0%CoreMediumGeneva 73, Switzerland2026-10-16
Hazlett, Burt & Watson, Inc.
21,455$454.6K0.3%CoreVery LowWheeling, WV2026-11-04
PKS Advisory Services, LLC
21,401$1.1M0.2%ETFMediumAlbany, NY2026-10-26
Clear Harbor Asset Management, LLC
20,809$1.0M0.1%CoreLowStamford, CT2026-11-05
Financial Perspectives, Inc
20,770$1.0M0.2%GrowthVery LowMinneapolis, MN2026-11-03
Keybank National Association
20,250$989.2K0.0%CoreLowBrooklyn, OH2026-11-04
Signal Advisors Wealth, LLC
20,183$986.0K0.0%ETFLowDetroit, MI2026-10-13
Clearview Wealth Management LLC
19,751$981.2K0.7%ETFLowIrvine, CA2026-10-16
Colonial River Investments, LLC
19,674$961.1K0.2%GrowthMediumMidlothian, VA2026-10-19
Roman Butler Fullerton & Co
19,422$952.3K0.2%GrowthMediumSt Louis, MO2026-10-27
Ulrich Consultants & Investment Group, LLC
19,300$942.8K0.9%ETFN/AAlbuquerque, NM2026-10-13
Core Wealth Partners LLC
17,961$877.4K0.4%GrowthLowSanta Rosa, CA2026-11-02
Wealth Preservation Advisors, LLC
17,940$876.4K0.4%CoreLowChattanooga, TN2026-11-05
Wisconsin Wealth Advisors, LLC
17,933$876.0K0.7%ETFLowSun Prairie, WI2026-10-08
Mann Financial Group, Inc.
17,261$843.2K0.7%ETFLowDetroit Lakes, MN2026-10-15
Clearwave Capital, LLC
16,866$823.9K0.4%GrowthLowUpland, CA2026-10-27
Acorn Financial Advisory Services Inc
16,856$823.4K0.1%ETFMediumReston, VA2026-11-02
Norden Group LLC
16,730$817.3K0.1%GrowthMediumProvo, UT2026-10-20
Narus Financial Partners, LLC
16,628$812.3K0.2%ValueLowSalt Lake City, UT2026-10-19
HUB Investment Partners, LLC
16,506$806.3K0.0%GrowthLowAustin, TX2026-11-03
Rodgers & Associates, LTD
16,411$801.7K0.1%ETFVery LowLancaster, PA2026-10-20
Moneco Advisors, LLC
16,343$798.3K0.0%ETFLowFairfield, CT2026-11-05
Larson Financial Group LLC
16,259$794.3K0.0%GrowthLowSt Louis, MO2026-11-05
Gateway Investment Advisers LLC
16,145$788.7K0.0%GrowthLowCincinnati, OH2026-10-13
Keeler Thomas Management LLC
15,464$755.4K0.3%CoreHighOrem, UT2026-10-29
CapWealth Advisors, LLC
15,308$747.8K0.1%CoreLowFranklin, TN2026-10-05
Register Financial Advisors LLC
15,095$737.4K0.2%GARPLowAtlanta, GA2026-10-23
Atlas Private Wealth Advisors
14,876$726.7K0.2%ETFLowRed Bank, NJ2026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
14,229$699.6K0.2%ETFLowThe Woodlands, TX2026-10-21
Ballew Advisors, Inc
13,713$674.7K0.3%ETFLowJackson, MS2026-10-05
Secure Asset Management, LLC
13,583$663.5K0.1%GrowthMediumTroy, MI2026-10-19
Clarus Group, Inc.
13,270$648.2K0.2%ETFLowHouston, TX2026-10-21
Northbridge Financial Group, LLC
12,625$629.0K0.2%GrowthLowTampa, FL2026-11-05
Trilogy Capital Inc.
12,554$613.3K0.0%ETFMediumIrvine, CA2026-10-20
United Advisor Group, LLC
12,264$599.1K0.1%ETFLowCincinnati, OH2026-11-03
Zega Investments, LLC
11,994$585.9K0.1%GrowthMediumPalm Beach Gardens, FL2026-11-04
Silver Grove Financial Group, Inc.
11,443$559.0K0.3%CoreMediumOrchard Park, NY2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
11,421$557.9K0.9%GrowthMediumIndianapolis, IN2026-10-14
Cushing Capital Partners, LLC
11,059$540.2K0.3%ETFLowDelafield, WI2026-10-20
Compass Ion Advisors, LLC
10,850$530.0K0.0%ETFVery LowConshohocken, PA2026-10-23
Regent Peak Wealth Advisors LLC
10,846$529.8K0.1%GrowthLowAtlanta, GA2026-10-13
Beam Wealth Advisors, Inc.
10,791$528.8K0.1%ETFMediumCovington, LA2026-11-03
Brighton Jones LLC
10,780$526.6K0.0%CoreVery LowSeattle, WA2026-11-03
FinDec Wealth Services, Inc.
10,462$511.1K0.6%ETFVery LowStockton, CA2026-10-30
Wesbanco Bank Inc
10,395$507.8K0.0%CoreLowWheeling, WV2026-11-04
StoneX Group Inc.
10,297$504.0K0.0%ETFMediumNew York, NY2026-11-03
Ascent Group, LLC
10,261$501.3K0.0%CoreLowVirginia Beach, VA2026-10-30
Allegheny Financial Group
9,990$488.0K0.0%CoreLowPittsburgh, PA2026-11-05
Valley National Advisers Inc
9,836$480.5K0.1%ETFLowBethlehem, PA2026-10-23
Apollon Financial, LLC
9,741$475.8K0.1%ETFVery LowMount Pleasant, SC2026-10-23
Optima Capital LLC
9,317$456.3K0.2%ETFHighPortland, OR2026-10-29
WPG Advisers, LLC
9,300$454.3K0.2%CoreLowBaltimore, MD2026-10-27
Tcfg Investment Advisors, LLC
9,158$447.3K0.2%GrowthMediumLaguna Niguel, CA2026-10-20
Capital Planning LLC
9,057$443.8K0.1%ETFLowBellevue, WA2026-10-09
Wealthcare Capital Management LLC
8,946$437.0K0.0%ETFVery LowRichmond, VA2026-10-21
Elevatus Welath Management
8,869$433.3K0.1%GrowthHighVictor, NY2026-10-19
Auctus Advisors LLC
8,757$427.8K0.3%ETFLowCharlotte, NC2026-10-23
Versant Capital Management, Inc
8,746$427.2K0.0%GARPLowPhoenix, AZ2026-10-02
Cypress Capital, LLC
8,627$421.5K0.1%ETFMediumFranklin, TN2026-10-20
MFA Wealth Services
8,535$416.9K0.2%ETFLowThousand Oaks, CA2026-10-14
Beacon Financial Group
8,521$416.3K0.0%ETFMediumDallas, TX2026-10-19
Sapient Capital LLC
8,481$415.6K0.0%GrowthMediumIndianapolis, IN2026-10-08
Beacon Investment Advisory Services, Inc.
8,340$407.4K0.0%GrowthLowMorristown, NJ2026-10-13
Sherman Wealth Management LLC
8,061$393.8K0.3%ETFLowGaithersburg, MD2026-10-16
Tortuga Wealth Management, Inc
8,047$393.3K0.3%CoreLowTorrance, CA2026-10-27
Facet Wealth, Inc.
8,046$393.0K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Sage Mountain Advisors LLC
8,046$393.0K0.0%ETFLowAtlanta, GA2026-11-02
Nova Financial LLC
8,018$391.7K0.2%N/AN/ATucson, AZ2026-11-04
OpenArc Corporate Advisory, LLC
7,938$387.8K0.0%GrowthLowAtlanta, GA2026-10-21
Quadrant Capital Group LLC
7,898$392.4K0.0%CoreLowCincinnati, OH2026-10-20
Gamma Investing LLC
7,789$380.5K0.0%IndexVery LowFoster City, CA2026-10-08
tru Independence LLC
7,641$373.3K0.2%ETFLowPortland, OR2026-10-20
180 Wealth Advisors, LLC
7,575$370.0K0.0%CoreLowFederal Way, WA2026-11-03
Triton Wealth Management, Pllc
7,193$352.2K0.1%ETFMediumSun City, AZ2026-11-04
Kenora Financial, LLC
7,170$350.3K0.1%CoreVery LowDes Plaines, IL2026-10-20
Mission Financial Group, LLC
6,903$337.2K0.3%ETFN/AHonolulu, HI2026-10-21
Bison Wealth, LLC
6,810$337.6K0.0%GrowthMediumAtlanta, GA2026-10-13
Brown Miller Wealth Management, LLC
6,784$331.4K0.1%GrowthLowMclean, VA2026-11-02
Fonville Wealth Management LLC
6,718$328.2K0.0%ETFVery LowRichmond, VA2026-10-28
Avantax Planning Partners, Inc.
6,631$323.9K0.0%ETFLowDubuque, IA2026-11-03
Northland Securities, Inc.
6,581$321.5K0.2%ETFLowMinneapolis, MN2026-11-02
Sard Wealth Management Group, LLC
6,580$321.4K0.1%ETFVery LowAtlanta, GA2026-10-16
Evanson Financial, LLC
6,580$321.4K0.0%ETFN/AMclean, VA2026-10-23
Balboa Wealth Partners
6,548$319.9K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Trek Financial, LLC
6,435$314.4K0.0%ETFHighScottsdale, AZ2026-10-29
Weatherly Asset Management L. P.
6,408$313.3K0.0%GrowthVery LowDel Mar, CA2026-10-20
Main Street Group, LTD
6,351$310.2K0.1%ETFMediumGlen Allen, VA2026-10-28
Patrick M Sweeney & Associates, Inc
6,198$302.8K0.2%CoreVery LowLibertyville, IL2026-10-22
FCG Investment Co
6,029$294.5K0.1%GrowthHighGermantown, TN2026-10-13
Carolina Wealth Management Inc
5,888$287.6K0.1%ETFN/AGreenville, NC2026-10-29
Pennsylvania Capital Management Inc
5,801$283.4K0.1%GrowthLowHuntingdon Valley, PA2026-11-05
World Equity Group, Inc.
5,746$280.7K0.1%GrowthMediumSchaumburg, IL2026-10-14
WealthBridge Capital Management, LLC
5,741$280.4K0.1%ETFLowWesterville, OH2026-10-16
Sterling Group Wealth Management, LLC
5,700$278.4K0.1%ETFLowPasadena, CA2026-11-03
Midwest Trust Co
5,693$278.1K0.0%CoreLowOverland Park, KS2026-10-22
Clifford Swan Investment Counsel LLC
5,630$275.0K0.0%CoreVery LowPasadena, CA2026-11-05
Schear Investment Advisers, LLC
5,620$274.5K0.0%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
5,620$274.5K0.0%Agg GrowthLowIndependence, OH2026-10-14
SteelPeak Wealth, LLC
5,596$274.2K0.0%GrowthHighWoodland Hills, CA2026-10-16
Basso Capital Management, L.P.
5,494$268.4K0.1%ETFMediumStamford, CT2026-10-30
Harmony Asset Management LLC
5,473$267.4K0.1%GrowthMediumScottsdale, AZ2026-10-20
Grant Street Asset Management, Inc.
5,404$264.0K0.0%ETFVery LowCanonsburg, PA2026-10-26
Partners Wealth Management, LLC
5,191$254.4K0.0%CoreLowCarmel By The Sea, CA2026-10-28
4Wealth Advisors, Inc.
5,132$252.4K0.2%ETFMediumBurr Ridge, IL2026-10-13
Sage Investment Counsel LLC
5,008$244.6K0.2%ValueMediumFranklin, TN2026-10-26
SFE Investment Counsel
4,973$242.9K0.0%CoreLowLos Angeles, CA2026-10-29
QTR Family Wealth, LLC
4,966$242.6K0.1%GrowthMediumLake Mary, FL2026-11-02
Creekside Partners
4,949$241.8K0.1%ETFVery LowPetaluma, CA2026-11-04
Worthington Financial Partners, LLC
4,943$241.5K0.2%GrowthLowWorthington, OH2026-10-13
Entrewealth, LLC
4,858$237.3K0.1%ETFLowAustin, TX2026-10-14
Presilium Private Wealth, LLC
4,855$237.2K0.0%ETFVery LowRadnor, PA2026-10-26
Krilogy Financial LLC
4,797$237.8K0.0%GrowthLowSt. Louis, MO2026-10-13
LexAurum Advisors, LLC
4,741$231.6K0.0%ETFLowOverland Park, KS2026-10-19
BLB&B Advisors, LLC
4,716$230.4K0.0%ETFLowMontgomeryville, PA2026-10-27
Colton Groome Financial Advisors, LLC
4,709$230.0K0.1%ETFLowAsheville, NC2026-10-06
Shum Financial Group, Inc.
4,592$224.3K0.1%GrowthVery LowAlameda, CA2026-10-13
Wedmont Private Capital
4,552$224.2K0.0%IndexVery LowWest Chester, PA2026-10-09
Triad Wealth Partners, LLC
4,548$222.2K0.0%ETFMediumLawrence, KS2026-10-26
Investmark Advisory Group LLC
4,535$221.5K0.1%ETFVery LowShelton, CT2026-10-27
Vestia Personal Wealth Advisors
4,500$219.8K0.1%ETFMediumFort Wayne, IN2026-10-20
Cape Investment Advisory, Inc.
4,440$216.9K0.1%ETFLowMcdonough, GA2026-10-13
Pension & Wealth Management Advisors, Inc.
4,418$215.8K0.0%ETFLowWaltham, MA2026-10-16
Guardian Partners Inc.
4,400$214.9K0.0%ValueMediumToronto, South Africa2026-10-21
Greenup Street Wealth Management LLC
4,366$213.3K0.0%ETFMediumOverland Park, KS2026-10-28
XY Planning Network, Inc.
4,310$210.5K0.0%ETFLowBozeman, MT2026-10-14
Everhart Financial Group, Inc.
4,126$201.6K0.0%ETFLowDublin, OH2026-10-08
Eastern Bank
3,954$193.2K0.0%GrowthMediumBoston, MA2026-10-05
Oakworth Capital, Inc.
3,900$190.5K0.0%ETFLowBirmingham, AL2026-10-26
Security National Bank
3,714$181.4K0.0%GrowthLowOmaha, NE2026-10-26
Plante Moran Financial Advisors, LLC
3,542$173.0K0.0%ETFVery LowSouthfield, MI2026-11-04
Mather Group, Llc.
3,464$169.2K0.0%ETFMediumChicago, IL2026-10-14
Trust Co
3,146$153.7K0.0%ETFVery LowManhattan, KS2026-10-09
Trust Co of Vermont
2,860$139.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Center for Financial Planning, Inc.
2,571$125.6K0.0%ETFLowSouthfied, MI2026-10-26
Next Level Wealth Planning, LLC
2,422$118.3K0.0%ETFVery LowMeridian, ID2026-10-29
TD Waterhouse Canada Inc.
2,175$106.4K0.0%CoreLowToronto, Australia2026-10-16
CoreCap Advisors, LLC
2,155$105.3K0.0%ETFMediumSouthfield, MI2026-10-08
North Star Investment Management Corp.
2,100$102.6K0.0%CoreLowChicago, IL2026-10-27
Asset Dedication, LLC
1,782$87.0K0.0%ETFLowSan Francisco, CA2026-11-03
GHP Investment Advisors, Inc.
1,734$84.7K0.0%CoreVery LowDenver, CO2026-10-15
Archer Investment Corp
1,679$82.0K0.0%CoreMediumCarmel, IN2026-11-05
Y.D. More Investments Ltd
1,636$79.9K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Central Trust Co
1,629$79.6K0.0%CoreLowJefferson City, MO2026-11-05
Beacon Financial Strategies Corp
1,600$78.2K0.0%ETFVery LowRaleigh, NC2026-10-14
Blue Trust, Inc.
1,575$76.9K0.0%ETFLowBrentwood, TN2026-10-15
UMB Private Wealth Management, LLC
1,563$76.4K0.1%GrowthN/AKansas City, MO2026-10-19
Compass Financial Management LLC
1,490$72.8K0.0%CoreN/ATampa, FL2026-10-30
Global Trust Asset Management, LLC
1,300$63.5K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Hickory Point Bank & Trust
1,122$54.8K0.0%CoreVery LowDecatur, IL2026-10-01
Signaturefd, LLC
1,040$50.8K0.0%IndexLowAtlanta, GA2026-10-23
KFG LLC
1,029$50.3K0.0%ETFN/ARapid City, SD2026-11-02
DiNuzzo Private Wealth, Inc.
909$44.4K0.0%ETFLowBeaver, PA2026-10-16
FNY Investment Advisers, LLC
900$430.0%GrowthVery HighNew York, NY2026-10-16
Essential Investment Partners LLC
871$42.5K0.0%GrowthLowEnglewood, CO2026-10-27
Bayban
856$42.2K0.0%ValueLowBayport, MN2026-11-05
Rydar Equities, Inc.
781$38.7K0.0%CoreVery LowWeatherford, TX2026-10-13
Simplex Trading, LLC
779$38.1K0.0%CoreVery HighChicago, IL2026-11-04
Hughes Financial Services, LLC
774$38.4K0.0%ETFLowHerndon, VA2026-10-30
First Horizon Corp
769$37.6K0.0%CoreLowMemphis, TN2026-10-26
Triumph Capital Management
750$36.6K0.0%ETFMediumDenver, CO2026-10-14
Bay Harbor Wealth Management, LLC
740$36.3K0.0%ETFMediumHunt Valley, MD2026-11-03
Provenance Wealth Advisors, LLC
670$32.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
CX Institutional
661$320.0%CoreMediumAuburn, IN2026-10-02
Carnegie Lake Advisors LLC
588$777.1K0.3%ValueLowPrinceton, NJ2026-11-03
Pflug Koory, LLC
584$28.5K0.0%CoreVery LowOmaha, NE2026-10-26
Indiana Trust & Investment Management Co
560$27.4K0.0%GrowthLowMishawaka, IN2026-10-22
Rossby Financial, LCC
513$25.1K0.0%ETFMediumMelbourne, FL2026-11-05
Arvest Investments, Inc.
483$23.6K0.0%ETFLowLowell, AR2026-10-21
Halbert Hargrove Global Advisors, LLC
475$23.2K0.0%ETFLowLong Beach, CA2026-10-16
Community Financial Services Group, LLC
435$21.2K0.0%GrowthLowNewport, VT2026-10-15
Jnba Financial Advisors
431$21.0K0.0%ETFMediumBloomington, MN2026-11-03
Concord Wealth Partners
398$19.4K0.0%GrowthLowAbingdon, VA2026-11-02
William Mack & Associates, Inc.
383$18.7K0.0%ETFLowTroy, MI2026-10-27
Meriwether Wealth & Planning, LLC
377$18.4K0.0%ETFMediumMinden, LA2026-10-13
Trust Co of Toledo NA
330$16.1K0.0%GrowthVery LowHolland, OH2026-10-16
Princeton Global Asset Management LLC
307$15.0K0.0%GrowthLowPrinceton, NJ2026-10-21
Pinnacle Bancorp, Inc.
305$14.9K0.0%CoreVery LowBeatrice, NE2026-10-21
Toth Financial Advisory Corp
262$12.8K0.0%CoreLowLeesburg, VA2026-10-08
Downshift Financial, LLC
256$12.5K0.0%ETFLowBoulder, CO2026-10-13
Pinnacle Wealth Planning Services, Inc.
242$11.8K0.0%GARPLowMansfield, OH2026-10-27
Hanson & Doremus Investment Management
237$120.0%CoreVery LowBurlington, VT2026-10-16
Financial Consulate, Inc
230$11.3K0.0%ETFLowHunt Valley, MD2026-10-23
Golden State Wealth Management, LLC
228$11.1K0.0%ETFMediumSanta Ana, CA2026-11-02
Nfsg Corp
212$10.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Central Pacific Bank - Trust Division
181$8.8K0.0%CoreMediumHonolulu, HI2026-10-06
DeDora Capital, Inc.
177$8.6K0.0%ETFVery LowNapa, CA2026-10-26
Glass Jacobson Investment Advisors llc
165$8.1K0.0%ETFLowOwings Mills, MD2026-10-26
Abound Wealth Management
142$6.9K0.0%ETFVery LowFranklin, TN2026-10-26
United Financial Planning Group LLC
109$5.3K0.0%ETFHighHauppauge, NY2026-11-04
Montag A & Associates Inc
100$4.9K0.0%CoreLowAtlanta, GA2026-10-29
MassMutual Private Wealth & Trust, FSB
51$2.5K0.0%CoreLowSpringfield, MA2026-10-05
Creative Capital Management Investments LLC
43$2.1K0.0%ETFLowSan Diego, CA2026-10-28
Marshall & Sterling Wealth Advisors Inc.
24$1.2K0.0%ETFMediumPoughkeepsie, NY2026-10-28