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Defiance Quantum ETF (QTUM)

CUSIP: 26922A420 | NYSE | 768 institutional holders

Quarters

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

Parkway Wealth Management Group, LLC295,499
5.2% of portfolio›$44.8M
Assetmark, Inc281,763
0.1% of portfolio›$42.7M
Daiwa Securities Group Inc.176,000
0.0% of portfolio›$26.7M
Cambridge Investment Research Advisors, Inc.147,900
0.1% of portfolio›$22.4M
Gradient Investments LLC129,802
0.3% of portfolio›$19.7M
Madrona Financial Services, LLC128,341
3.0% of portfolio›$19.5M
Hengehold Capital Management LLC116,297
1.3% of portfolio›$17.6M
BFI Infinity Ltd.111,206
7.9% of portfolio›$16.9M
Kraft, Davis & Associates, LLC106,886
3.1% of portfolio›$14.8M
Commonwealth Equity Services, LLC85,643
0.0% of portfolio›$13.0M
New England Private Wealth Advisors LLC71,928
1.0% of portfolio›$10.9M
Flagship Harbor Advisors, LLC67,670
0.4% of portfolio›$10.3M
Foguth Wealth Management, Llc.60,555
0.8% of portfolio›$8.3M
Paller Financial Services Inc55,573
6.5% of portfolio›$8.4M
Ocean Park Asset Management, LLC53,960
0.5% of portfolio›$8.2M
VVR Holdings LLC48,586
3.0% of portfolio›$7.4M
NTV Asset Management LLC45,965
0.6% of portfolio›$7.0M
Buska Wealth Management, LLC43,893
2.3% of portfolio›$6.7M
Kestra Advisory Services, LLC39,259
0.0% of portfolio›$6.0M
Elevation Point Wealth Partners, LLC37,110
0.1% of portfolio›$5.6M
Independent Financial Group, LLC36,096
0.1% of portfolio›$5.5M
Novem Group34,738
0.5% of portfolio›$5.3M
Wealthcare Advisory Partners LLC33,103
0.1% of portfolio›$5.0M
Concurrent Investment Advisors, LLC32,231
0.0% of portfolio›$4.9M
Sage Capital Management, LLC31,621
1.8% of portfolio›$4.8M
Procyon Advisors, LLC29,568
0.2% of portfolio›$4.5M
Focus Wealth Advisors, LLC28,653
2.1% of portfolio›$4.3M
Creative Planning28,102
0.0% of portfolio›$4.3M
Park Avenue Securities LLC26,996
0.1% of portfolio›$4.1M
Paragon Private Wealth Management, LLC26,677
1.2% of portfolio›$4.0M
D.A. Davidson & Co.26,641
0.0% of portfolio›$4.0M
Truist Financial Corp26,218
0.0% of portfolio›$4.0M
Farther Finance Advisors, LLC23,457
0.0% of portfolio›$3.6M
Southern Capital Services Inc21,969
1.9% of portfolio›$3.3M
Cathy Pareto & Associates, Inc20,815
1.8% of portfolio›$3.2M
Great Diamond Partners, LLC19,573
0.5% of portfolio›$3.0M
MY Wealth Management Inc.19,495
2.2% of portfolio›$3.0M
National Wealth Management Group, LLC19,047
0.8% of portfolio›$2.9M
Kraematon Investment Advisors, Inc18,675
2.1% of portfolio›$2.8M
Prospera Financial Services Inc18,487
0.0% of portfolio›$2.5M
NWF Advisory Services Inc.18,114
0.3% of portfolio›$2.7M
Atticus Wealth Management, LLC17,060
0.6% of portfolio›$2.6M
StoneX Group Inc.15,902
0.1% of portfolio›$2.4M
Ball & Co Wealth Management Inc.15,442
1.6% of portfolio›$2.3M
Accurate Wealth Management, LLC15,194
0.2% of portfolio›$2.2M
Yarbrough Capital, LLC15,069
0.1% of portfolio›$2.3M
PFG Advisors15,052
0.1% of portfolio›$2.3M
Integras Partners LLC15,028
1.3% of portfolio›$2.3M
Csenge Advisory Group14,816
0.1% of portfolio›$2.2M
Reflection Asset Management14,404
0.9% of portfolio›$2.2M
Wealth Enhancement Advisory Services, LLC14,357
0.0% of portfolio›$2.2M
Atlas Private Wealth Advisors13,916
0.5% of portfolio›$2.1M
Nations Financial Group Inc,13,312
0.1% of portfolio›$2.0M
Insight Advisors, LLC/ PA13,047
0.3% of portfolio›$2.0M
Brookstone Capital Management12,599
0.0% of portfolio›$1.9M
Gerber, LLC12,537
0.9% of portfolio›$1.9M
Integrity Alliance, Llc.12,110
0.1% of portfolio›$1.8M
VestGen Advisors, LLC11,763
0.1% of portfolio›$1.8M
Ellis Investment Partners, LLC11,203
0.3% of portfolio›$1.7M
Bank Julius Baer & Co. Ltd, Zurich10,570
0.0% of portfolio›$1.6M
Oppenheimer & Co Inc10,531
0.0% of portfolio›$1.6M
Spire Wealth Management10,449
0.0% of portfolio›$1.6M
James J. Burns & Company, LLC10,320
0.2% of portfolio›$1.6M
Lido Advisors, LLC9,777
0.0% of portfolio›$1.5M
Pathway Financial Advisers, LLC9,717
0.4% of portfolio›$1.5M
Compound Planning, Inc.9,645
0.0% of portfolio›$1.5M
Rooted Wealth Advisors, Inc.9,576
0.4% of portfolio›$1.6M
Meitav Investment House LTD9,511
0.0% of portfolio›$1.4M
J.W. Cole Advisors, Inc.9,355
0.0% of portfolio›$1.4M
McGuire Investment Group, LLC9,331
0.1% of portfolio›$1.4M
Apollon Wealth Management, LLC9,198
0.0% of portfolio›$1.4M
Retirement Planning Group, LLC8,716
0.0% of portfolio›$1.3M
Kaizen Financial Strategies8,616
0.5% of portfolio›$1.3M
WJ Wealth Management, LLC8,587
0.5% of portfolio›$1.3M
HB Wealth Management, LLC8,471
0.0% of portfolio›$1.3M
Provenance Wealth Advisors, LLC8,428
0.1% of portfolio›$1.3M
Columbus Macro, LLC8,346
0.1% of portfolio›$1.3M
Signature Equity Partners, LLC8,183
0.4% of portfolio›$1.2M
Archford Capital Strategies, LLC7,999
0.1% of portfolio›$1.2M
Certified Advisory Corp7,977
0.1% of portfolio›$1.2M
Boyer Financial Services, Inc.7,859
1.0% of portfolio›$1.2M
David J Yvars Group7,760
0.5% of portfolio›$1.2M
Integrated Advisors Network LLC7,207
0.1% of portfolio›$1.1M
Sigma Planning Corp7,148
0.0% of portfolio›$1.1M
Williams Jones Wealth Management, Llc.6,846
0.0% of portfolio›$1.0M
High Point Wealth Management, LLC6,821
0.8% of portfolio›$1.0M
Wespac Advisors, LLC6,784
0.5% of portfolio›$1.0M
Virginia Estate & Retirement Planning Advisors Inc.6,763
1.3% of portfolio›$1.0M
Capital Investment Advisory Services, LLC6,582
0.1% of portfolio›$997.9K
Thrivent Financial for Lutherans6,521
0.0% of portfolio›$989.0K
Sowell Financial Services LLC6,293
0.0% of portfolio›$954.2K
Intrua Financial, LLC6,279
0.1% of portfolio›$952.0K
Sovran Advisors, LLC6,062
0.1% of portfolio›$855.6K
Fiduciary Alliance LLC5,956
0.1% of portfolio›$903.0K
Aurora Private Wealth, Inc.5,895
1.1% of portfolio›$894.0K
Center For Asset Management LLC5,833
0.4% of portfolio›$884.4K
Stegent Equity Advisors, Inc.5,748
0.7% of portfolio›$871.5K
B. Riley Wealth Advisors, Inc.5,736
0.0% of portfolio›$869.7K
BIP Wealth, LLC5,655
0.0% of portfolio›$857.5K
Centerpoint Advisory Group5,400
0.5% of portfolio›$818.7K
KFG Wealth Management, LLC5,328
0.1% of portfolio›$807.8K
Diversify Wealth Management, LLC5,327
0.0% of portfolio›$756.2K
Diversify Advisory Services, LLC5,327
0.0% of portfolio›$756.2K
Bauman Advisory Group, LLC5,241
0.4% of portfolio›$794.6K
Lebenthal Global Advisors, LLC5,227
0.1% of portfolio›$792.5K
Nadler Financial Group, Inc.5,200
0.1% of portfolio›$788.5K
CoreCap Advisors, LLC5,176
0.0% of portfolio›$784.9K
Focus Financial Network, Inc.5,153
0.0% of portfolio›$781.3K
Beacon Financial Advisory LLC5,132
0.1% of portfolio›$778.1K
Tucker Asset Management LLC5,066
0.2% of portfolio›$768.2K
Kingsbury Capital Investment Advisors LLC5,059
0.7% of portfolio›$767.0K
Carter Financial Group, Inc.5,053
0.4% of portfolio›$766.1K
Kingswood Wealth Advisors, LLC4,958
0.0% of portfolio›$751.8K
Mission Wealth Management, LP4,822
0.0% of portfolio›$731.1K
MCF Advisors LLC4,712
0.0% of portfolio›$714.4K
Brady Martz Wealth Solutions, LLC4,712
0.1% of portfolio›$714.4K
Simplex Trading, LLC4,581
0.0% of portfolio›$694.6K
US Bancorp \de\4,539
0.0% of portfolio›$688.2K
RM Financial Services, LLC4,421
0.5% of portfolio›$670.3K
Elevate Capital Advisors, LLC4,341
0.4% of portfolio›$658.1K
Three Magnolias Financial Advisors, LLC4,319
0.4% of portfolio›$654.8K
Cornerstone Wealth Management, LLC4,305
0.0% of portfolio›$652.7K
Y-Intercept (Hong Kong) Ltd4,246
0.0% of portfolio›$643.8K
Chicago Partners Investment Group LLC4,132
0.0% of portfolio›$562.8K
Fiduciary Family Office, LLC4,100
0.1% of portfolio›$621.6K
Bullock Wealth Management Group4,078
0.3% of portfolio›$625.0K
Creative Financial Designs Inc4,051
0.0% of portfolio›$614.3K
Wealthcare Capital Partners, LLC3,997
0.2% of portfolio›$606.0K
Sanchez Gaunt Capital Management, LLC3,990
0.3% of portfolio›$605.0K
Wedmont Private Capital3,972
0.0% of portfolio›$599.4K
Primoris Wealth Advisors, LLC3,850
0.3% of portfolio›$583.7K
Kestra Private Wealth Services, LLC3,850
0.0% of portfolio›$583.7K
Matisse Capital3,842
0.2% of portfolio›$582.5K
Prime Capital Investment Advisors, LLC3,813
0.0% of portfolio›$578.1K
Integrity Advisory Solutions, LLC3,784
0.1% of portfolio›$573.9K
Partners Wealth Management, LLC3,783
0.1% of portfolio›$573.6K
Acorn Wealth Advisors, LLC3,691
0.1% of portfolio›$559.7K
Signature Estate & Investment Advisors LLC3,685
0.0% of portfolio›$558.7K
Capital Investment Counsel, LLC3,523
0.1% of portfolio›$534.2K
Key Client Fiduciary Advisors, LLC3,500
0.1% of portfolio›$530.7K
Marshall & Sterling Wealth Advisors Inc.3,462
0.3% of portfolio›$524.9K
Dynamic Advisor Solutions LLC3,359
0.0% of portfolio›$509.3K
Basso Capital Management, L.P.3,268
0.1% of portfolio›$495.5K
Seros Financial, LLC3,155
0.2% of portfolio›$478.4K
Polaris Financial Partners3,155
0.2% of portfolio›$480
TCI Wealth Advisors, Inc.3,057
0.0% of portfolio›$463.5K
Capital Investment Advisors, LLC2,977
0.0% of portfolio›$451.4K
Paladin Wealth, LLC2,955
0.2% of portfolio›$448.1K
Ignite Planners, LLC2,954
0.1% of portfolio›$447.9K
Victory Financial Group, LLC2,942
0.0% of portfolio›$446.1K
Triumph Capital Management2,907
0.1% of portfolio›$440.8K
Silverleafe Capital Partners, LLC2,891
0.1% of portfolio›$438.4K
Beaumont Financial Advisors, LLC2,846
0.0% of portfolio›$431.5K
IFP Advisors, Inc2,802
0.0% of portfolio›$424.8K
Wespac Advisors SoCal, LLC2,724
0.1% of portfolio›$413.0K
MBA Advisors LLC2,712
0.1% of portfolio›$411.2K
Blue Zone Wealth Advisors, LLC2,692
0.1% of portfolio›$408.2K
J. Safra Sarasin Holding AG2,665
0.0% of portfolio›$404.7K
PKS Advisory Services, LLC2,657
0.1% of portfolio›$439.6K
Joseph P. Lucia & Associates, LLC2,618
0.1% of portfolio›$396.9K
Pacific Park Financial, Inc.2,607
0.2% of portfolio›$395.3K
Vise Technologies, Inc.2,597
0.0% of portfolio›$393.7K
Ascentis Independent Advisors2,534
0.0% of portfolio›$384.2K
APS Management Group, Inc.2,518
0.3% of portfolio›$381.7K
WealthPlan Investment Management, LLC2,468
0.0% of portfolio›$374.2K
Saxony Capital Management, LLC2,464
0.2% of portfolio›$373.6K
Compagnie Lombard Odier SCmA2,424
0.0% of portfolio›$367.5K
Annex Advisory Services, LLC2,415
0.0% of portfolio›$366.2K
Ridgepath Capital Management LLC2,360
0.2% of portfolio›$357.8K
Bryn Mawr Trust Advisors, LLC2,353
0.0% of portfolio›$356.8K
James Investment Research, Inc.2,333
0.0% of portfolio›$353.7K
Meridian Wealth Management, LLC2,311
0.0% of portfolio›$350.4K
Visionary Wealth Advisors2,295
0.0% of portfolio›$348.0K
Lauer Wealth, LLC2,295
0.2% of portfolio›$346.3K
Discipline Wealth Solutions, LLC2,279
0.0% of portfolio›$345.6K
Almanack Investment Partners, Llc.2,269
0.0% of portfolio›$344.0K
Perigon Wealth Management, LLC2,152
0.0% of portfolio›$326.2K
Parsons Capital Management Inc2,151
0.0% of portfolio›$326.1K
Relyea Zuckerberg Hanson LLC2,116
0.0% of portfolio›$320.8K
PDS Planning, Inc2,105
0.0% of portfolio›$319.1K
Quartz Partners, LLC2,062
0.1% of portfolio›$312.6K
Mascagni Wealth Management, Inc.2,015
0.2% of portfolio›$305.6K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,008
0.0% of portfolio›$304.5K
Canton Hathaway, LLC2,000
0.1% of portfolio›$303.2K
Merrion Investment Management Co, LLC2,000
0.2% of portfolio›$303.2K
RW Investment Management LLC1,978
0.0% of portfolio›$299.9K
Independence Wealth Advisors, LLC1,921
0.1% of portfolio›$291.3K
Elco Management Co., LLC1,915
0.1% of portfolio›$290.4K
Pinnacle Associates LTD1,910
0.0% of portfolio›$289.6K
Clear Creek Financial Management, LLC1,905
0.0% of portfolio›$288.8K
Modera Wealth Management, LLC1,849
0.0% of portfolio›$280.4K
Ashton Thomas Private Wealth, LLC1,842
0.0% of portfolio›$279.2K
Beacon Wealthcare LLC1,841
0.1% of portfolio›$279.1K
DecisionMap Wealth Management, LLC1,825
0.2% of portfolio›$276.7K
Wedbush Securities Inc1,803
0.0% of portfolio›$273.0K
Rubicon Advisors, GP1,751
0.2% of portfolio›$265.5K
Biltmore Family Office, LLC1,735
0.0% of portfolio›$263.1K
International Assets Investment Management, LLC1,731
0.0% of portfolio›$265.3K
Able Wealth Management LLC1,714
0.1% of portfolio›$268.1K
Avidian Wealth Enterprises, LLC1,693
0.0% of portfolio›$256.7K
Eubel Brady & Suttman Asset Management Inc1,650
0.1% of portfolio›$250.0K
Regions Financial Corp1,626
0.0% of portfolio›$246.5K
Cape Investment Advisory, Inc.1,591
0.1% of portfolio›$241.2K
Davenport & Co LLC1,578
0.0% of portfolio›$239.2K
Root Financial Partners, LLC1,566
0.0% of portfolio›$237.5K
Parallel Advisors, LLC1,555
0.0% of portfolio›$235.8K
GC Wealth Management RIA, LLC1,550
0.0% of portfolio›$235.1K
Valen Private Capital, LLC1,541
0.1% of portfolio›$233.7K
Baldwin Wealth Partners LLC1,521
0.0% of portfolio›$230.6K
Griffin Asset Management, Inc.1,465
0.0% of portfolio›$222.1K
Venture Visionary Partners LLC1,450
0.0% of portfolio›$219.9K
Krilogy Financial LLC1,425
0.0% of portfolio›$211.6K
Titleist Asset Management, LLC1,401
0.0% of portfolio›$212.4K
Level Wealth Management LLC1,375
0.1% of portfolio›$208.4K
Busey Bank1,358
0.0% of portfolio›$205.9K
Claro Advisors Inc.1,343
0.0% of portfolio›$203.6K
WealthBridge Capital Management, LLC1,334
0.0% of portfolio›$202.3K
Mindset Wealth Management, LLC1,321
0.0% of portfolio›$200.3K
GK Wealth Management LLC1,306
0.1% of portfolio›$197.9K
S.A. Mason LLC1,300
0.1% of portfolio›$197.1K
Tsfg, LLC1,286
0.1% of portfolio›$195.0K
Blue Bell Private Wealth Management, LLC1,217
0.0% of portfolio›$184.5K
Compass Financial Management LLC1,132
0.0% of portfolio›$171.6K
Noble Wealth Management PBC1,110
0.1% of portfolio›$168.3K
Washington Trust Advisors, Inc.1,102
0.0% of portfolio›$167.1K
AlphaCore Capital LLC1,093
0.0% of portfolio›$165.7K
Transce3nd, LLC1,078
0.2% of portfolio›$152.9K
Valley National Advisers Inc1,027
0.0% of portfolio›$155.7K
Hilltop National Bank990
0.0% of portfolio›$150.1K
Armstrong Advisory Group, Inc866
0.0% of portfolio›$131.3K
Monetary Solutions, Ltd850
0.1% of portfolio›$128.9K
TD Waterhouse Canada Inc.841
0.0% of portfolio›$128.8K
Fairscale Capital, LLC836
0.1% of portfolio›$111.9K
Lanark Financial, Inc.732
0.0% of portfolio›$111.0K
Larson Financial Group LLC702
0.0% of portfolio›$106.4K
POM Investment Strategies, LLC643
0.1% of portfolio›$97.5K
Evolution Wealth Management Inc.551
0.0% of portfolio›$83.5K
JFS Wealth Advisors, LLC501
0.0% of portfolio›$76.0K
Foresight Capital Management Advisors, Inc.497
0.0% of portfolio›$75.3K
Belvedere Trading LLC447
0.0% of portfolio›$67.8K
Concord Wealth Partners443
0.0% of portfolio›$67.2K
Murphy & Mullick Capital Management Corp435
0.0% of portfolio›$66.0K
Rossby Financial, LCC405
0.0% of portfolio›$61.4K
North Star Investment Management Corp.400
0.0% of portfolio›$60.6K
Harel Insurance Investments & Financial Services Ltd.400
0.0% of portfolio›$61.0K
First Community Trust NA366
0.0% of portfolio›$55.5K
Citigroup Inc362
0.0% of portfolio›$54.9K
Cassaday & Co Wealth Management LLC349
0.0% of portfolio›$52.9K
Gen-Wealth Partners Inc334
0.0% of portfolio›$50.6K
William Mack & Associates, Inc.322
0.0% of portfolio›$48.8K
Toth Financial Advisory Corp320
0.0% of portfolio›$48.5K
Fifth Third Bancorp300
0.0% of portfolio›$45.5K
Cranbrook Wealth Management, LLC300
0.0% of portfolio›$45.5K
Markowski Investments300
0.0% of portfolio›$45.5K
EverSource Wealth Advisors, LLC275
0.0% of portfolio›$41.7K
Torren Management, LLC251
0.0% of portfolio›$38.1K
James T. Borello RIA245
0.0% of portfolio›$37.1K
Hazlett, Burt & Watson, Inc.240
0.0% of portfolio›$36
Nvest Wealth Strategies, Inc.237
0.0% of portfolio›$35.9K
Planning Strategies Inc.202
0.0% of portfolio›$30.6K
Chung Wu Investment Group, LLC170
0.0% of portfolio›$25.8K
Rosenberg Matthew Hamilton163
0.0% of portfolio›$24.7K
Hager Investment Management Services, LLC162
0.0% of portfolio›$24.6K
Highline Wealth Partners LLC150
0.0% of portfolio›$22.7K
Evermay Wealth Management LLC136
0.0% of portfolio›$20.6K
CX Institutional133
0.0% of portfolio›$20
Berbice Capital Management LLC125
0.0% of portfolio›$19.0K
Adirondack Trust Co125
0.0% of portfolio›$19.0K
Private Trust Co NA123
0.0% of portfolio›$18.6K
Y.D. More Investments Ltd120
0.0% of portfolio›$18.0K
Archer Investment Corp109
0.0% of portfolio›$16.5K
Cornerstone National Bank & Trust Co100
0.0% of portfolio›$15.3K
Abound Wealth Management93
0.0% of portfolio›$14.2K
Harbor Investment Advisory, LLC90
0.0% of portfolio›$13.6K
Mather Group, Llc.89
0.0% of portfolio›$13.6K
Sfam, LLC81
0.0% of portfolio›$12.3K
Bear Mountain Capital, Inc.79
0.0% of portfolio›$10.9K
Security National Bank74
0.0% of portfolio›$11.2K
LFA - Lugano Financial Advisors SA74
0.0% of portfolio›$11.2K
Financial Consulate, Inc71
0.0% of portfolio›$10.8K
Pacific Center for Financial Services71
0.0% of portfolio›$10.8K
Kingdom Financial Group Llc.71
0.0% of portfolio›$10.8K
Hartford Financial Management Inc.66
0.0% of portfolio›$10.0K
Financial Perspectives, Inc63
0.0% of portfolio›$9.6K
Investors Research Corp60
0.0% of portfolio›$9.1K
Nova Financial LLC60
0.0% of portfolio›$9.1K
MassMutual Private Wealth & Trust, FSB53
0.0% of portfolio›$8.0K
Asset Dedication, LLC52
0.0% of portfolio›$7.9K
GHP Investment Advisors, Inc.51
0.0% of portfolio›$7.7K
Wolff Wiese Magana LLC45
0.0% of portfolio›$6.8K
Signature Resources Capital Management, LLC41
0.0% of portfolio›$6.2K
Key FInancial Inc40
0.0% of portfolio›$6.1K
Farmers & Merchants Trust Co of Chambersburg PA38
0.0% of portfolio›$6
SJS Investment Consulting Inc.32
0.0% of portfolio›$4.9K
Parkside Financial Bank & Trust31
0.0% of portfolio›$4.7K
Latitude Advisors, LLC28
0.0% of portfolio›$4.2K
Oakworth Capital, Inc.27
0.0% of portfolio›$4.1K
Advocate Investing Services LLC25
0.0% of portfolio›$3.8K
Tradewinds Capital Management, LLC25
0.0% of portfolio›$3.8K
First United Bank & Trust25
0.0% of portfolio›$3.8K
Strengthening Families & Communities, LLC22
0.0% of portfolio›$3.4K
Heritage Family Offices, LLP21
0.0% of portfolio›$3.2K
Westside Investment Management, Inc.20
0.0% of portfolio›$3.0K
Silver Grove Financial Group, Inc.12
0.0% of portfolio›$1.8K
Grove Bank & Trust10
0.0% of portfolio›$1.5K
Trust Co9
0.0% of portfolio›$1.4K
Signaturefd, LLC7
0.0% of portfolio›$1.1K
Davis Capital Management6
0.0% of portfolio›$916
Ascentis Wealth Management, LLC5
0.0% of portfolio›$758
DT Investment Partners, LLC4
0.0% of portfolio›$607
Prairie Wealth Advisors, Inc.0
0.1% of portfolio›$636.2K
StyleTurnoverLocationFiled
Parkway Wealth Management Group, LLC
295,499$44.8M5.2%ETFHighPlano, TX2026-10-20
Assetmark, Inc
281,763$42.7M0.1%ETFLowConcord, CA2026-10-21
Daiwa Securities Group Inc.
176,000$26.7M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Cambridge Investment Research Advisors, Inc.
147,900$22.4M0.1%ETFLowFairfield, IA2026-11-02
Gradient Investments LLC
129,802$19.7M0.3%CoreMediumArden Hills, MN2026-10-08
Madrona Financial Services, LLC
128,341$19.5M3.0%ETFLowEverett, WA2026-10-23
Hengehold Capital Management LLC
116,297$17.6M1.3%ETFLowCincinnati, OH2026-10-16
BFI Infinity Ltd.
111,206$16.9M7.9%ETFHighZurich, Switzerland2026-10-16
Kraft, Davis & Associates, LLC
106,886$14.8M3.1%ETFMediumSt. Louis, MO2026-10-21
Commonwealth Equity Services, LLC
85,643$13.0M0.0%ETFLowWaltham, MA2026-11-02
New England Private Wealth Advisors LLC
71,928$10.9M1.0%ETFVery LowWellesley, MA2026-10-19
Flagship Harbor Advisors, LLC
67,670$10.3M0.4%ETFMediumBoston, MA2026-10-26
Foguth Wealth Management, Llc.
60,555$8.3M0.8%ETFHighBrighton, MI2026-10-19
Paller Financial Services Inc
55,573$8.4M6.5%ETFMediumCentennial, CO2026-10-13
Ocean Park Asset Management, LLC
53,960$8.2M0.5%ETFLowSanta Monica, CA2026-10-21
VVR Holdings LLC
48,586$7.4M3.0%ETFMediumBellingham, WA2026-10-19
NTV Asset Management LLC
45,965$7.0M0.6%GrowthLowCharleston, WV2026-10-23
Buska Wealth Management, LLC
43,893$6.7M2.3%ETFMediumWausau, WI2026-10-08
Kestra Advisory Services, LLC
39,259$6.0M0.0%CoreLowAustin, TX2026-11-02
Elevation Point Wealth Partners, LLC
37,110$5.6M0.1%CoreHighDenver, CO2026-11-05
Independent Financial Group, LLC
36,096$5.5M0.1%GrowthLowSan Diego, CA2026-10-13
Novem Group
34,738$5.3M0.5%ETFMediumRochester, NY2026-10-19
Wealthcare Advisory Partners LLC
33,103$5.0M0.1%ETFLowWest Chester, PA2026-10-21
Concurrent Investment Advisors, LLC
32,231$4.9M0.0%GrowthMediumTampa, FL2026-10-16
Sage Capital Management, LLC
31,621$4.8M1.8%ETFLowStockton, NJ2026-10-20
Procyon Advisors, LLC
29,568$4.5M0.2%CoreVery LowShelton, CT2026-10-21
Focus Wealth Advisors, LLC
28,653$4.3M2.1%ETFLowHouston, TX2026-10-14
Creative Planning
28,102$4.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Park Avenue Securities LLC
26,996$4.1M0.1%ETFMediumNew York, NY2026-10-26
Paragon Private Wealth Management, LLC
26,677$4.0M1.2%GrowthLowLexington, KY2026-10-20
D.A. Davidson & Co.
26,641$4.0M0.0%CoreLowGreat Falls, MT2026-10-28
Truist Financial Corp
26,218$4.0M0.0%CoreLowCharlotte, NC2026-10-30
Farther Finance Advisors, LLC
23,457$3.6M0.0%IndexLowSan Francisco, CA2026-10-08
Southern Capital Services Inc
21,969$3.3M1.9%ETFMediumDaphne, AL2026-10-19
Cathy Pareto & Associates, Inc
20,815$3.2M1.8%ETFLowCoral Gables, FL2026-10-15
Great Diamond Partners, LLC
19,573$3.0M0.5%CoreMediumPortland, ME2026-10-13
MY Wealth Management Inc.
19,495$3.0M2.2%ETFVery HighGermantown, MD2026-10-21
National Wealth Management Group, LLC
19,047$2.9M0.8%ETFMediumCincinnati, OH2026-10-26
Kraematon Investment Advisors, Inc
18,675$2.8M2.1%MomentumLowBraintree, MA2026-11-02
Prospera Financial Services Inc
18,487$2.5M0.0%CoreMediumDallas, TX2026-11-04
NWF Advisory Services Inc.
18,114$2.7M0.3%GARPLowLos Angeles, CA2026-10-19
Atticus Wealth Management, LLC
17,060$2.6M0.6%ETFLowPalm Beach Gardens, FL2026-10-20
StoneX Group Inc.
15,902$2.4M0.1%ETFMediumNew York, NY2026-11-03
Ball & Co Wealth Management Inc.
15,442$2.3M1.6%ETFMediumFranklin, TN2026-11-05
Accurate Wealth Management, LLC
15,194$2.2M0.2%CoreMediumWesley Chapel, FL2026-10-20
Yarbrough Capital, LLC
15,069$2.3M0.1%Agg GrowthVery LowFranklin, TN2026-10-19
PFG Advisors
15,052$2.3M0.1%ETFMediumPhoenix, AZ2026-10-16
Integras Partners LLC
15,028$2.3M1.3%CoreLowAlpharetta, GA2026-10-30
Csenge Advisory Group
14,816$2.2M0.1%ETFMediumClearwater, FL2026-11-04
Reflection Asset Management
14,404$2.2M0.9%GrowthMediumIsle Of Palms, SC2026-10-28
Wealth Enhancement Advisory Services, LLC
14,357$2.2M0.0%CoreLowPlymouth, MN2026-10-13
Atlas Private Wealth Advisors
13,916$2.1M0.5%ETFLowRed Bank, NJ2026-10-23
Nations Financial Group Inc,
13,312$2.0M0.1%CoreLowCedar Rapids, IA2026-11-05
Insight Advisors, LLC/ PA
13,047$2.0M0.3%ETFMediumNewtown, PA2026-10-22
Brookstone Capital Management
12,599$1.9M0.0%ETFMediumWheaton, IL2026-10-22
Gerber, LLC
12,537$1.9M0.9%ETFLowColumbus, OH2026-10-21
Integrity Alliance, Llc.
12,110$1.8M0.1%ETFMediumUrbandale, IA2026-10-29
VestGen Advisors, LLC
11,763$1.8M0.1%GrowthMediumChicago, IL2026-10-27
Ellis Investment Partners, LLC
11,203$1.7M0.3%ETFLowBerwyn, PA2026-10-21
Bank Julius Baer & Co. Ltd, Zurich
10,570$1.6M0.0%GrowthMediumZurich, Switzerland2026-10-29
Oppenheimer & Co Inc
10,531$1.6M0.0%CoreLowNew York, NY2026-10-26
Spire Wealth Management
10,449$1.6M0.0%GrowthMediumMclean, VA2026-10-30
James J. Burns & Company, LLC
10,320$1.6M0.2%ETFVery LowMelville, NY2026-10-22
Lido Advisors, LLC
9,777$1.5M0.0%GrowthLowLos Angeles, CA2026-11-04
Pathway Financial Advisers, LLC
9,717$1.5M0.4%CoreLowAuburn, IN2026-10-27
Compound Planning, Inc.
9,645$1.5M0.0%CoreLowNew York, NY2026-11-05
Rooted Wealth Advisors, Inc.
9,576$1.6M0.4%ETFLowBourbonnais, IL2026-11-03
Meitav Investment House LTD
9,511$1.4M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
J.W. Cole Advisors, Inc.
9,355$1.4M0.0%IndexLowTampa, FL2026-11-05
McGuire Investment Group, LLC
9,331$1.4M0.1%Agg GrowthLowWakefield, RI2026-10-23
Apollon Wealth Management, LLC
9,198$1.4M0.0%GrowthLowMount Pleasant, SC2026-10-23
Retirement Planning Group, LLC
8,716$1.3M0.0%ETFVery LowLeawood, KS2026-10-19
Kaizen Financial Strategies
8,616$1.3M0.5%ETFMediumCampbell, CA2026-10-09
WJ Wealth Management, LLC
8,587$1.3M0.5%ETFMediumGlendale, AZ2026-11-03
HB Wealth Management, LLC
8,471$1.3M0.0%IndexVery LowAtlanta, GA2026-10-23
Provenance Wealth Advisors, LLC
8,428$1.3M0.1%ETFLowFort Lauderdale, FL2026-10-30
Columbus Macro, LLC
8,346$1.3M0.1%YieldMediumNew Castle, PA2026-10-14
Signature Equity Partners, LLC
8,183$1.2M0.4%GrowthMediumColumbus, OH2026-10-29
Archford Capital Strategies, LLC
7,999$1.2M0.1%GrowthMediumSwansea, IL2026-10-19
Certified Advisory Corp
7,977$1.2M0.1%ETFLowAltamonte Springs, FL2026-10-29
Boyer Financial Services, Inc.
7,859$1.2M1.0%ETFLowNewport Beach, CA2026-10-23
David J Yvars Group
7,760$1.2M0.5%GrowthLowUniversity Park, FL2026-10-09
Integrated Advisors Network LLC
7,207$1.1M0.1%GrowthMediumDallas, TX2026-10-20
Sigma Planning Corp
7,148$1.1M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Williams Jones Wealth Management, Llc.
6,846$1.0M0.0%GrowthLowNew York, NY2026-11-05
High Point Wealth Management, LLC
6,821$1.0M0.8%ETFLowChester, NJ2026-11-05
Wespac Advisors, LLC
6,784$1.0M0.5%ETFHighOrinda, CA2026-10-26
Virginia Estate & Retirement Planning Advisors Inc.
6,763$1.0M1.3%ETFLowGlen Allen, VA2026-10-14
Capital Investment Advisory Services, LLC
6,582$997.9K0.1%CoreMediumRaleigh, NC2026-10-30
Thrivent Financial for Lutherans
6,521$989.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Sowell Financial Services LLC
6,293$954.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
Intrua Financial, LLC
6,279$952.0K0.1%ETFMediumHouston, TX2026-10-28
Sovran Advisors, LLC
6,062$855.6K0.1%ETFMediumSan Diego, CA2026-11-02
Fiduciary Alliance LLC
5,956$903.0K0.1%CoreMediumGreenville, SC2026-10-13
Aurora Private Wealth, Inc.
5,895$894.0K1.1%ETFLowRockaway, NJ2026-10-20
Center For Asset Management LLC
5,833$884.4K0.4%ETFMediumPalm Beach Gardens, FL2026-10-16
Stegent Equity Advisors, Inc.
5,748$871.5K0.7%ETFHighHouston, TX2026-10-13
B. Riley Wealth Advisors, Inc.
5,736$869.7K0.0%GrowthLowMemphis, TN2026-10-13
BIP Wealth, LLC
5,655$857.5K0.0%ETFMediumAtlanta, GA2026-10-22
Centerpoint Advisory Group
5,400$818.7K0.5%ETFLowOverland Park, KS2026-10-23
KFG Wealth Management, LLC
5,328$807.8K0.1%ETFMediumGranger, IN2026-10-16
Diversify Wealth Management, LLC
5,327$756.2K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
5,327$756.2K0.0%GrowthLowSandy, UT2026-10-20
Bauman Advisory Group, LLC
5,241$794.6K0.4%ETFMediumLas Vegas, NV2026-10-29
Lebenthal Global Advisors, LLC
5,227$792.5K0.1%ETFMediumHauppauge, NY2026-10-28
Nadler Financial Group, Inc.
5,200$788.5K0.1%ETFVery LowDeerfield, IL2026-10-23
CoreCap Advisors, LLC
5,176$784.9K0.0%ETFMediumSouthfield, MI2026-10-08
Focus Financial Network, Inc.
5,153$781.3K0.0%ETFLowMinneapolis, MN2026-10-14
Beacon Financial Advisory LLC
5,132$778.1K0.1%ETFLowCleveland, OH2026-10-16
Tucker Asset Management LLC
5,066$768.2K0.2%ETFMediumLittleton, CO2026-10-29
Kingsbury Capital Investment Advisors LLC
5,059$767.0K0.7%GrowthMediumEvanston, IL2026-10-20
Carter Financial Group, Inc.
5,053$766.1K0.4%GrowthLowBarrington, IL2026-10-21
Kingswood Wealth Advisors, LLC
4,958$751.8K0.0%GrowthLowSan Diego, CA2026-10-23
Mission Wealth Management, LP
4,822$731.1K0.0%ETFLowSanta Barbara, CA2026-10-15
MCF Advisors LLC
4,712$714.4K0.0%ETFLowLexington, KY2026-10-28
Brady Martz Wealth Solutions, LLC
4,712$714.4K0.1%ETFLowGrand Forks, ND2026-11-05
Simplex Trading, LLC
4,581$694.6K0.0%CoreVery HighChicago, IL2026-11-04
US Bancorp \de\
4,539$688.2K0.0%IndexLowMinneapolis, MN2026-11-05
RM Financial Services, LLC
4,421$670.3K0.5%ETFVery LowFalmouth, ME2026-11-03
Elevate Capital Advisors, LLC
4,341$658.1K0.4%ValueHighEagle, CO2026-11-02
Three Magnolias Financial Advisors, LLC
4,319$654.8K0.4%ETFLowWinston-Salem, NC2026-10-14
Cornerstone Wealth Management, LLC
4,305$652.7K0.0%ETFVery LowSt. Peters, MO2026-11-04
Y-Intercept (Hong Kong) Ltd
4,246$643.8K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Chicago Partners Investment Group LLC
4,132$562.8K0.0%GARPLowChicago, IL2026-10-27
Fiduciary Family Office, LLC
4,100$621.6K0.1%GrowthLowBoca Raton, FL2026-11-04
Bullock Wealth Management Group
4,078$625.0K0.3%GrowthLowBloomington, IN2026-10-09
Creative Financial Designs Inc
4,051$614.3K0.0%ETFMediumKokomo, IN2026-11-04
Wealthcare Capital Partners, LLC
3,997$606.0K0.2%ETFLowWest Chester, PA2026-10-21
Sanchez Gaunt Capital Management, LLC
3,990$605.0K0.3%ETFN/AReno, NV2026-11-03
Wedmont Private Capital
3,972$599.4K0.0%IndexVery LowWest Chester, PA2026-10-09
Primoris Wealth Advisors, LLC
3,850$583.7K0.3%GrowthMediumNorth Palm Beach, FL2026-10-28
Kestra Private Wealth Services, LLC
3,850$583.7K0.0%GrowthLowAustin, TX2026-10-30
Matisse Capital
3,842$582.5K0.2%ValueMediumPortland, OR2026-10-29
Prime Capital Investment Advisors, LLC
3,813$578.1K0.0%ETFLowOverland Park, KS2026-10-20
Integrity Advisory Solutions, LLC
3,784$573.9K0.1%ETFMediumDallas, TX2026-10-29
Partners Wealth Management, LLC
3,783$573.6K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Acorn Wealth Advisors, LLC
3,691$559.7K0.1%ETFLowGrand Blanc, MI2026-10-19
Signature Estate & Investment Advisors LLC
3,685$558.7K0.0%ETFMediumLos Angeles, CA2026-10-13
Capital Investment Counsel, LLC
3,523$534.2K0.1%CoreLowDenver, CO2026-10-14
Key Client Fiduciary Advisors, LLC
3,500$530.7K0.1%ValueMediumFairfield, NJ2026-10-19
Marshall & Sterling Wealth Advisors Inc.
3,462$524.9K0.3%ETFMediumPoughkeepsie, NY2026-10-28
Dynamic Advisor Solutions LLC
3,359$509.3K0.0%ETFLowPhoenix, AZ2026-10-13
Basso Capital Management, L.P.
3,268$495.5K0.1%ETFMediumStamford, CT2026-10-30
Seros Financial, LLC
3,155$478.4K0.2%ETFMediumGilbert, AZ2026-10-21
Polaris Financial Partners
3,155$4800.2%GrowthN/AWesterville, OH2026-10-02
TCI Wealth Advisors, Inc.
3,057$463.5K0.0%ETFLowTucson, AZ2026-10-30
Capital Investment Advisors, LLC
2,977$451.4K0.0%CoreLowAtlanta, GA2026-10-22
Paladin Wealth, LLC
2,955$448.1K0.2%CoreLowArden Hills, MN2026-10-23
Ignite Planners, LLC
2,954$447.9K0.1%CoreLowSan Clemente, CA2026-10-14
Victory Financial Group, LLC
2,942$446.1K0.0%ETFLowAustin, TX2026-10-27
Triumph Capital Management
2,907$440.8K0.1%ETFMediumDenver, CO2026-10-14
Silverleafe Capital Partners, LLC
2,891$438.4K0.1%CoreMediumGermantown, TN2026-10-02
Beaumont Financial Advisors, LLC
2,846$431.5K0.0%GrowthMediumNeedham, MA2026-10-22
IFP Advisors, Inc
2,802$424.8K0.0%GrowthLowTampa, FL2026-10-16
Wespac Advisors SoCal, LLC
2,724$413.0K0.1%GrowthMediumPasadena, CA2026-10-13
MBA Advisors LLC
2,712$411.2K0.1%ETFLowHermitage, PA2026-10-29
Blue Zone Wealth Advisors, LLC
2,692$408.2K0.1%MomentumLowLos Angeles, CA2026-10-19
J. Safra Sarasin Holding AG
2,665$404.7K0.0%CoreMediumBasel, Switzerland2026-10-26
PKS Advisory Services, LLC
2,657$439.6K0.1%ETFMediumAlbany, NY2026-10-26
Joseph P. Lucia & Associates, LLC
2,618$396.9K0.1%ETFVery LowYorktown Heights, NY2026-10-30
Pacific Park Financial, Inc.
2,607$395.3K0.2%ETFMediumLagina Hills, CA2026-10-13
Vise Technologies, Inc.
2,597$393.7K0.0%IndexLowNew York, NY2026-10-29
Ascentis Independent Advisors
2,534$384.2K0.0%ETFLowDallas, TX2026-11-03
APS Management Group, Inc.
2,518$381.7K0.3%ETFMediumTorrance, CA2026-10-14
WealthPlan Investment Management, LLC
2,468$374.2K0.0%GrowthMediumOmaha, NE2026-10-15
Saxony Capital Management, LLC
2,464$373.6K0.2%ETFMediumSt. Louis, MO2026-10-15
Compagnie Lombard Odier SCmA
2,424$367.5K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Annex Advisory Services, LLC
2,415$366.2K0.0%GrowthHighBrookfield, WI2026-10-16
Ridgepath Capital Management LLC
2,360$357.8K0.2%ETFHighKnoxville, TN2026-10-29
Bryn Mawr Trust Advisors, LLC
2,353$356.8K0.0%CoreLowPhiladelphia, PA2026-11-04
James Investment Research, Inc.
2,333$353.7K0.0%CoreLowAlpha, OH2026-10-22
Meridian Wealth Management, LLC
2,311$350.4K0.0%GrowthLowLexington, KY2026-11-05
Visionary Wealth Advisors
2,295$348.0K0.0%ETFLowO'Fallon, IL2026-11-04
Lauer Wealth, LLC
2,295$346.3K0.2%ETFMediumValparaiso, IN2026-10-13
Discipline Wealth Solutions, LLC
2,279$345.6K0.0%ETFLowGreenville, SC2026-10-14
Almanack Investment Partners, Llc.
2,269$344.0K0.0%ETFMediumNewtown Square, PA2026-11-03
Perigon Wealth Management, LLC
2,152$326.2K0.0%GrowthLowSan Francisco, CA2026-10-22
Parsons Capital Management Inc
2,151$326.1K0.0%CoreLowProvidence, RI2026-10-28
Relyea Zuckerberg Hanson LLC
2,116$320.8K0.0%ETFLowStamford, CT2026-10-20
PDS Planning, Inc
2,105$319.1K0.0%IndexVery LowDublin, OH2026-11-03
Quartz Partners, LLC
2,062$312.6K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Mascagni Wealth Management, Inc.
2,015$305.6K0.2%ETFLowClinton, MS2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
2,008$304.5K0.0%GrowthVery LowSeattle, WA2026-10-27
Canton Hathaway, LLC
2,000$303.2K0.1%ValueLowProvidence, RI2026-10-23
Merrion Investment Management Co, LLC
2,000$303.2K0.2%MomentumLowCranford, NJ2026-10-16
RW Investment Management LLC
1,978$299.9K0.0%ETFLowEagle, ID2026-11-03
Independence Wealth Advisors, LLC
1,921$291.3K0.1%ETFHighIndependence, OH2026-10-29
Elco Management Co., LLC
1,915$290.4K0.1%CoreLowNew York, NY2026-10-14
Pinnacle Associates LTD
1,910$289.6K0.0%CoreLowNew York, NY2026-10-20
Clear Creek Financial Management, LLC
1,905$288.8K0.0%ETFMediumSilverdale, WA2026-10-28
Modera Wealth Management, LLC
1,849$280.4K0.0%ETFVery LowWestwood, NJ2026-10-28
Ashton Thomas Private Wealth, LLC
1,842$279.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Beacon Wealthcare LLC
1,841$279.1K0.1%ETFVery LowRaleigh, NC2026-10-02
DecisionMap Wealth Management, LLC
1,825$276.7K0.2%ETFLowGreat Falls, VA2026-10-29
Wedbush Securities Inc
1,803$273.0K0.0%CoreLowPasadena, CA2026-10-22
Rubicon Advisors, GP
1,751$265.5K0.2%GrowthMediumRedding, CA2026-10-23
Biltmore Family Office, LLC
1,735$263.1K0.0%GrowthLowCharlotte, NC2026-11-03
International Assets Investment Management, LLC
1,731$265.3K0.0%CoreVery HighOrlando, FL2026-11-02
Able Wealth Management LLC
1,714$268.1K0.1%ETFMediumToms River, NJ2026-10-13
Avidian Wealth Enterprises, LLC
1,693$256.7K0.0%ETFLowHouston, TX2026-10-08
Eubel Brady & Suttman Asset Management Inc
1,650$250.0K0.1%Deep ValueMediumMiamisburg, OH2026-11-04
Regions Financial Corp
1,626$246.5K0.0%CoreLowBirmingham, AL2026-11-05
Cape Investment Advisory, Inc.
1,591$241.2K0.1%ETFLowMcdonough, GA2026-10-13
Davenport & Co LLC
1,578$239.2K0.0%CoreMediumRichmond, VA2026-10-14
Root Financial Partners, LLC
1,566$237.5K0.0%ETFMediumEncinitas, CA2026-10-21
Parallel Advisors, LLC
1,555$235.8K0.0%IndexLowSan Francisco, CA2026-11-03
GC Wealth Management RIA, LLC
1,550$235.1K0.0%GrowthMediumCambridge, MA2026-11-02
Valen Private Capital, LLC
1,541$233.7K0.1%ETFN/APaoli, PA2026-10-23
Baldwin Wealth Partners LLC
1,521$230.6K0.0%GrowthLowMarion, MA2026-10-13
Griffin Asset Management, Inc.
1,465$222.1K0.0%CoreLowNew York, NY2026-10-22
Venture Visionary Partners LLC
1,450$219.9K0.0%CoreLowSylvania, OH2026-10-07
Krilogy Financial LLC
1,425$211.6K0.0%GrowthLowSt. Louis, MO2026-10-13
Titleist Asset Management, LLC
1,401$212.4K0.0%ETFLowSan Antonio, TX2026-10-08
Level Wealth Management LLC
1,375$208.4K0.1%ETFVery LowGreensboro, NC2026-10-23
Busey Bank
1,358$205.9K0.0%GrowthVery LowUrbana, IL2026-10-26
Claro Advisors Inc.
1,343$203.6K0.0%CoreLowBoston, MA2026-11-02
WealthBridge Capital Management, LLC
1,334$202.3K0.0%ETFLowWesterville, OH2026-10-16
Mindset Wealth Management, LLC
1,321$200.3K0.0%Agg GrowthVery LowIndianapolis, IN2026-10-19
GK Wealth Management LLC
1,306$197.9K0.1%GARPVery HighReno, NV2026-10-09
S.A. Mason LLC
1,300$197.1K0.1%GrowthVery LowHolland, MI2026-10-13
Tsfg, LLC
1,286$195.0K0.1%ETFLowLake Forest, IL2026-10-23
Blue Bell Private Wealth Management, LLC
1,217$184.5K0.0%YieldVery LowBlue Bell, PA2026-10-29
Compass Financial Management LLC
1,132$171.6K0.0%CoreN/ATampa, FL2026-10-30
Noble Wealth Management PBC
1,110$168.3K0.1%YieldMediumGreenwood Village, CO2026-10-01
Washington Trust Advisors, Inc.
1,102$167.1K0.0%GrowthLowWellesley, MA2026-10-22
AlphaCore Capital LLC
1,093$165.7K0.0%ETFLowLa Jolla, CA2026-11-04
Transce3nd, LLC
1,078$152.9K0.2%GrowthLowBuda, TX2026-10-26
Valley National Advisers Inc
1,027$155.7K0.0%ETFLowBethlehem, PA2026-10-23
Hilltop National Bank
990$150.1K0.0%CoreLowCasper, WY2026-10-14
Armstrong Advisory Group, Inc
866$131.3K0.0%ETFHighNeedham, MA2026-10-09
Monetary Solutions, Ltd
850$128.9K0.1%ETFVery LowDayton, OH2026-10-22
TD Waterhouse Canada Inc.
841$128.8K0.0%CoreLowToronto, Australia2026-10-16
Fairscale Capital, LLC
836$111.9K0.1%GrowthVery LowNashua, NH2026-11-04
Lanark Financial, Inc.
732$111.0K0.0%CoreMediumBirmingham, AL2026-10-26
Larson Financial Group LLC
702$106.4K0.0%GrowthLowSt Louis, MO2026-11-05
POM Investment Strategies, LLC
643$97.5K0.1%ETFVery HighRaleigh, NC2026-10-20
Evolution Wealth Management Inc.
551$83.5K0.0%ETFMediumFort Myers, FL2026-10-28
JFS Wealth Advisors, LLC
501$76.0K0.0%ETFVery LowHermitage, PA2026-11-03
Foresight Capital Management Advisors, Inc.
497$75.3K0.0%CoreMediumSaline, MI2026-10-27
Belvedere Trading LLC
447$67.8K0.0%Agg GrowthVery HighChicago, IL2026-11-05
Concord Wealth Partners
443$67.2K0.0%GrowthLowAbingdon, VA2026-11-02
Murphy & Mullick Capital Management Corp
435$66.0K0.0%GrowthLowSmithtown, NY2026-11-02
Rossby Financial, LCC
405$61.4K0.0%ETFMediumMelbourne, FL2026-11-05
North Star Investment Management Corp.
400$60.6K0.0%CoreLowChicago, IL2026-10-27
Harel Insurance Investments & Financial Services Ltd.
400$61.0K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
First Community Trust NA
366$55.5K0.0%GrowthLowDubuque, IA2026-10-07
Citigroup Inc
362$54.9K0.0%CoreMediumNew York, NY2026-11-04
Cassaday & Co Wealth Management LLC
349$52.9K0.0%ETFVery LowMclean, VA2026-10-27
Gen-Wealth Partners Inc
334$50.6K0.0%CoreLowZeeland, MI2026-11-04
William Mack & Associates, Inc.
322$48.8K0.0%ETFLowTroy, MI2026-10-27
Toth Financial Advisory Corp
320$48.5K0.0%CoreLowLeesburg, VA2026-10-08
Fifth Third Bancorp
300$45.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Cranbrook Wealth Management, LLC
300$45.5K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Markowski Investments
300$45.5K0.0%ETFN/ATampa, FL2026-10-30
EverSource Wealth Advisors, LLC
275$41.7K0.0%CoreMediumBirmingham, AL2026-11-04
Torren Management, LLC
251$38.1K0.0%ETFMediumSan Diego, CA2026-10-29
James T. Borello RIA
245$37.1K0.0%ETFVery LowEast Dundee, IL2026-10-16
Hazlett, Burt & Watson, Inc.
240$360.0%CoreVery LowWheeling, WV2026-11-04
Nvest Wealth Strategies, Inc.
237$35.9K0.0%ETFVery LowPowell, OH2026-10-14
Planning Strategies Inc.
202$30.6K0.0%ETFN/ALancaster, PA2026-10-02
Chung Wu Investment Group, LLC
170$25.8K0.0%GrowthMediumSugar Land, TX2026-11-03
Rosenberg Matthew Hamilton
163$24.7K0.0%ETFVery LowGrand Junction, CO2026-10-05
Hager Investment Management Services, LLC
162$24.6K0.0%GrowthMediumNew London, NH2026-11-04
Highline Wealth Partners LLC
150$22.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
Evermay Wealth Management LLC
136$20.6K0.0%ETFLowArlington, VA2026-11-05
CX Institutional
133$200.0%CoreMediumAuburn, IN2026-10-02
Berbice Capital Management LLC
125$19.0K0.0%MomentumLowMelville, NY2026-10-13
Adirondack Trust Co
125$19.0K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Private Trust Co NA
123$18.6K0.0%CoreLowCleveland, OH2026-10-20
Y.D. More Investments Ltd
120$18.0K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Archer Investment Corp
109$16.5K0.0%CoreMediumCarmel, IN2026-11-05
Cornerstone National Bank & Trust Co
100$15.3K0.0%ETFMediumPalatine, IL2026-10-20
Abound Wealth Management
93$14.2K0.0%ETFVery LowFranklin, TN2026-10-26
Harbor Investment Advisory, LLC
90$13.6K0.0%GrowthLowLutherville, MD2026-10-13
Mather Group, Llc.
89$13.6K0.0%ETFMediumChicago, IL2026-10-14
Sfam, LLC
81$12.3K0.0%ETFVery LowElmhurst, IL2026-11-03
Bear Mountain Capital, Inc.
79$10.9K0.0%ETFLowSeattle, WA2026-11-04
Security National Bank
74$11.2K0.0%GrowthLowOmaha, NE2026-10-26
LFA - Lugano Financial Advisors SA
74$11.2K0.0%ETFLowLugano, Switzerland2026-11-03
Financial Consulate, Inc
71$10.8K0.0%ETFLowHunt Valley, MD2026-10-23
Pacific Center for Financial Services
71$10.8K0.0%ETFMediumDanville, CA2026-10-15
Kingdom Financial Group Llc.
71$10.8K0.0%ETFMediumPeoria, AZ2026-11-04
Hartford Financial Management Inc.
66$10.0K0.0%CoreLowWest Hartford, CT2026-10-21
Financial Perspectives, Inc
63$9.6K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Investors Research Corp
60$9.1K0.0%ETFLowAtlanta, GA2026-10-07
Nova Financial LLC
60$9.1K0.0%N/AN/ATucson, AZ2026-11-04
MassMutual Private Wealth & Trust, FSB
53$8.0K0.0%CoreLowSpringfield, MA2026-10-05
Asset Dedication, LLC
52$7.9K0.0%ETFLowSan Francisco, CA2026-11-03
GHP Investment Advisors, Inc.
51$7.7K0.0%CoreVery LowDenver, CO2026-10-15
Wolff Wiese Magana LLC
45$6.8K0.0%GrowthLowCarslbad, CA2026-10-15
Signature Resources Capital Management, LLC
41$6.2K0.0%ETFLowNewport Beach, CA2026-10-16
Key FInancial Inc
40$6.1K0.0%ETFLowWest Chester, PA2026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
38$60.0%GARPLowChambersburg, PA2026-10-14
SJS Investment Consulting Inc.
32$4.9K0.0%ETFVery LowSylvania, OH2026-10-26
Parkside Financial Bank & Trust
31$4.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Latitude Advisors, LLC
28$4.2K0.0%ETFLowYorkville, IL2026-10-27
Oakworth Capital, Inc.
27$4.1K0.0%ETFLowBirmingham, AL2026-10-26
Advocate Investing Services LLC
25$3.8K0.0%ETFLowWoodbine, MD2026-10-26
Tradewinds Capital Management, LLC
25$3.8K0.0%ETFVery HighBellingham, WA2026-10-23
First United Bank & Trust
25$3.8K0.0%CoreLowOakland, MD2026-10-22
Strengthening Families & Communities, LLC
22$3.4K0.0%CoreMediumBoston, MA2026-10-21
Heritage Family Offices, LLP
21$3.2K0.0%GrowthHighScottsdale, AZ2026-11-02
Westside Investment Management, Inc.
20$3.0K0.0%GrowthLowSanta Monica, CA2026-11-02
Silver Grove Financial Group, Inc.
12$1.8K0.0%CoreMediumOrchard Park, NY2026-11-05
Grove Bank & Trust
10$1.5K0.0%ETFLowMiami, FL2026-10-08
Trust Co
9$1.4K0.0%ETFVery LowManhattan, KS2026-10-09
Signaturefd, LLC
7$1.1K0.0%IndexLowAtlanta, GA2026-10-23
Davis Capital Management
6$9160.0%CoreLowJacksonville, FL2026-10-08
Ascentis Wealth Management, LLC
5$7580.0%Agg GrowthLowDallas, TX2026-11-03
DT Investment Partners, LLC
4$6070.0%ETFVery LowChadds Ford, PA2026-10-27
Prairie Wealth Advisors, Inc.
0$636.2K0.1%CoreVery LowOmaha, NE2026-10-29