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CUSIP: 315948109 | NYSE | 1079 institutional holders

Quarters

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

Citigroup Inc1,636,387
0.0% of portfolio›$118.9M
United Capital Management of KS, Inc.552,877
5.3% of portfolio›$40.2M
EverSource Wealth Advisors, LLC486,894
1.1% of portfolio›$35.4M
Beaumont Financial Advisors, LLC456,587
2.1% of portfolio›$33.2M
Means Investment Co., Inc.362,195
1.9% of portfolio›$26.3M
Legacy Wealth Asset Management, LLC303,300
4.8% of portfolio›$22.0M
Compass Ion Advisors, LLC253,832
1.6% of portfolio›$18.4M
Vestor Capital, LLC249,237
5.2% of portfolio›$84.9K
Atlas Wealth Partners, LLC218,144
16.3% of portfolio›$15.8M
Simplex Trading, LLC211,625
0.0% of portfolio›$15.4M
Park Avenue Securities LLC192,604
0.2% of portfolio›$14.0M
Citrine Capital LLC188,931
4.6% of portfolio›$13.7M
Bayshore Capital Advisors, LLC176,419
6.6% of portfolio›$12.8M
Great Point Wealth Advisors, LLC174,566
2.0% of portfolio›$12.7M
Cambridge Investment Research Advisors, Inc.174,009
0.1% of portfolio›$12.6M
Parcion Private Wealth LLC166,066
0.7% of portfolio›$12.1M
Creative Planning154,460
0.0% of portfolio›$11.2M
Berman McAleer LLC153,654
1.3% of portfolio›$11.2M
Commonwealth Equity Services, LLC146,409
0.0% of portfolio›$10.6M
Concurrent Investment Advisors, LLC136,783
0.1% of portfolio›$9.9M
Lido Advisors, LLC131,258
0.0% of portfolio›$9.5M
Kestra Private Wealth Services, LLC124,884
0.1% of portfolio›$9.1M
Wealth Quarterback LLC120,201
2.7% of portfolio›$8.7M
Avaii Wealth Management, LLC113,787
2.4% of portfolio›$8.3M
Kingswood Wealth Advisors, LLC109,989
0.3% of portfolio›$8.0M
SevenBridge Financial Group, LLC106,931
1.1% of portfolio›$7.7M
Allegheny Financial Group104,198
0.8% of portfolio›$7.6M
Wealth Enhancement Advisory Services, LLC101,336
0.0% of portfolio›$7.2M
Childress Capital Advisors, LLC90,705
1.0% of portfolio›$6.6M
Kestra Advisory Services, LLC85,030
0.0% of portfolio›$6.2M
MAD River Investors78,429
2.3% of portfolio›$5.7M
US Bancorp \de\77,620
0.0% of portfolio›$5.6M
Farther Finance Advisors, LLC75,510
0.0% of portfolio›$5.5M
Meitav Investment House LTD71,493
0.0% of portfolio›$5.2M
Brookstone Capital Management70,203
0.1% of portfolio›$5.1M
DecisionMap Wealth Management, LLC67,299
2.7% of portfolio›$4.9M
Evexia Wealth LLC66,871
1.3% of portfolio›$4.6M
Spire Wealth Management65,479
0.1% of portfolio›$4.8M
Milestone Asset Management Group, LLC65,437
2.2% of portfolio›$4.8M
AM Investment Strategies LLC62,921
1.4% of portfolio›$4.6M
Vista Investment Partners II, LLC61,208
1.8% of portfolio›$4.4M
Cambridge Advisors Inc.58,900
0.7% of portfolio›$4.3M
PTM Wealth Management, LLC56,241
1.8% of portfolio›$4.2M
IPG Investment Advisors LLC54,190
0.6% of portfolio›$3.9M
KDK Private Wealth Management, LLC54,135
3.1% of portfolio›$3.9M
Perigon Wealth Management, LLC51,247
0.1% of portfolio›$3.7M
Promethium Advisors,llc50,451
1.8% of portfolio›$3.7M
First Heartland Consultants, Inc.49,992
0.2% of portfolio›$3.6M
Spectrum Strategic Capital Management, LLC49,618
1.8% of portfolio›$3.6M
Diversify Advisory Services, LLC48,822
0.1% of portfolio›$3.5M
Diversify Wealth Management, LLC48,822
0.1% of portfolio›$3.5M
Security National Bank48,481
0.4% of portfolio›$3.5M
Element Pointe Advisors, LLC46,839
0.5% of portfolio›$3.4M
Haven Private, LLC45,768
1.3% of portfolio›$3.3M
LFG Wealth Partners, LLC45,593
1.4% of portfolio›$3.3M
Traynor Capital Management, Inc.44,979
0.2% of portfolio›$3.3M
Beam Wealth Advisors, Inc.44,455
0.7% of portfolio›$3.2M
Mission Wealth Management, LP43,049
0.0% of portfolio›$3.1M
Valeo Financial Advisors, LLC41,174
0.1% of portfolio›$3.0M
Wealthcare Advisory Partners LLC39,351
0.0% of portfolio›$2.9M
Sepio Capital, LP38,372
0.1% of portfolio›$2.8M
Joel Isaacson & Co., LLC38,146
0.1% of portfolio›$2.8M
CRA Financial Services, LLC37,932
0.3% of portfolio›$2.8M
Gerber Kawasaki Wealth & Investment Management35,604
0.1% of portfolio›$2.6M
Garde Capital, Inc.32,865
0.1% of portfolio›$2.4M
Signal Advisors Wealth, LLC30,943
0.1% of portfolio›$2.2M
Innovative Advisory Group, LLC30,685
1.6% of portfolio›$2.2M
Abound Wealth Management30,668
0.4% of portfolio›$2.2M
Firestone Capital Management29,809
0.4% of portfolio›$2.2M
Walser Wealth Management Company, A Ltd Liability Co29,565
0.9% of portfolio›$2.1M
Vista Finance, LLC29,388
1.1% of portfolio›$2.1M
Financial Designs Corp29,016
1.1% of portfolio›$2.1M
Bank of New York Mellon Corp28,914
0.0% of portfolio›$2.1M
Alchemi Wealth, LLC28,477
0.9% of portfolio›$2.1M
IFP Advisors, Inc27,976
0.0% of portfolio›$2.0M
Nkcfo LLC27,500
1.2% of portfolio›$2.0M
Atria Investments, Inc27,452
0.0% of portfolio›$2.0M
High Note Wealth, LLC27,253
0.3% of portfolio›$2.0M
Guild Investment Management, Inc.26,956
1.2% of portfolio›$2.0M
Smart Wealth LLC26,931
0.4% of portfolio›$2.0M
Advisory Solutions Group, LLC26,577
0.4% of portfolio›$1.9M
WealthPlan Investment Management, LLC26,507
0.1% of portfolio›$1.9M
180 Wealth Advisors, LLC25,955
0.2% of portfolio›$1.9M
Vise Technologies, Inc.25,869
0.0% of portfolio›$1.9M
Blue Trust, Inc.25,296
0.0% of portfolio›$1.8M
Madison Park Capital Advisors, LLC23,668
1.1% of portfolio›$1.7M
Objective Capital Management, LLC23,436
1.5% of portfolio›$1.7M
Highland Financial Advisors, LLC23,259
0.4% of portfolio›$1.7M
QTR Family Wealth, LLC23,024
0.6% of portfolio›$1.7M
Venture Visionary Partners LLC22,800
0.0% of portfolio›$1.7M
Wedmont Private Capital21,814
0.0% of portfolio›$1.6M
Mills Wealth Advisors LLC21,366
0.5% of portfolio›$1.6M
Financial Management Professionals, Inc.20,798
0.1% of portfolio›$1.5M
Bryn Mawr Trust Advisors, LLC20,785
0.1% of portfolio›$1.5M
SkyOak Wealth, LLC19,970
0.2% of portfolio›$1.5M
Principle Wealth Partners LLC19,954
0.1% of portfolio›$1.4M
Hubbell Strickland Wealth Management, LLC19,467
0.5% of portfolio›$1.4M
LifeGoal Investments, LLC19,381
0.4% of portfolio›$1.4M
KFG Wealth Management, LLC18,945
0.1% of portfolio›$1.4M
Abundance Wealth Counselors18,798
0.2% of portfolio›$1.4M
Parallel Advisors, LLC17,827
0.0% of portfolio›$1.3M
Sovran Advisors, LLC17,585
0.1% of portfolio›$1.2M
Soltis Investment Advisors LLC17,551
0.1% of portfolio›$1.3M
JSF Financial, LLC17,059
0.2% of portfolio›$1.2M
Benchmark Financial Wealth Advisors, LLC16,738
0.3% of portfolio›$1.2M
Financial Partners Group, Inc16,708
0.1% of portfolio›$1.2M
Mustard Seed Financial, LLC16,111
0.6% of portfolio›$1.2M
Clark Wealth Partners16,097
0.6% of portfolio›$1.2M
MTM Investment Management, LLC15,746
0.3% of portfolio›$1.1M
Silverlake Wealth Management LLC15,530
0.2% of portfolio›$1.1M
Robertson Stephens Wealth Management, LLC15,322
0.0% of portfolio›$1.1M
Tred Avon Family Wealth, LLC15,296
0.3% of portfolio›$1.1M
Aries Wealth Management14,616
0.2% of portfolio›$1.1M
Chicago Partners Investment Group LLC14,576
0.0% of portfolio›$1.0M
Marietta Wealth Management, LLC14,470
0.1% of portfolio›$1.0M
Strata Wealth Advisors, LLC14,373
0.2% of portfolio›$1.0M
National Wealth Management Group, LLC14,228
0.3% of portfolio›$1.0M
Five Pine Wealth Management13,717
0.6% of portfolio›$996.4K
Larson Financial Group LLC13,251
0.0% of portfolio›$962.6K
MGO One Seven LLC13,036
0.0% of portfolio›$946.9K
Eagle Strategies LLC12,954
0.1% of portfolio›$941.0K
Upper Left Wealth Management, LLC12,924
0.5% of portfolio›$938.8K
Rochester Wealth Strategies, LLC12,882
0.5% of portfolio›$935.7K
Angeles Wealth Management, LLC12,827
0.0% of portfolio›$931.8K
GK Wealth Management LLC12,823
0.5% of portfolio›$931.5K
Eagle Global Advisors LLC12,800
0.0% of portfolio›$929.8K
Sound Portfolio Advisors, LLC12,783
0.7% of portfolio›$928.6K
Secure Asset Management, LLC12,625
0.1% of portfolio›$917.1K
Daymark Wealth Partners, LLC12,587
0.0% of portfolio›$914.3K
Bauman Advisory Group, LLC12,456
0.4% of portfolio›$904.8K
Endowment Wealth Management, Inc.12,443
0.3% of portfolio›$903.9K
Wiser Wealth Management, Inc12,312
0.2% of portfolio›$894.3K
Whitaker-Myers Wealth Managers, Ltd.12,251
0.1% of portfolio›$889.9K
Perryman Financial Advisory Inc11,943
0.1% of portfolio›$867.5K
Cane Capital Partners, LLC11,878
0.3% of portfolio›$862.8K
Waldron Private Wealth LLC11,713
0.0% of portfolio›$850.8K
Brighton Jones LLC11,675
0.0% of portfolio›$848.0K
Warren Street Wealth Advisors, LLC11,264
0.2% of portfolio›$818.2K
Forum Financial Management, LP11,000
0.0% of portfolio›$799.0K
Quantify Chaos Advisors, LLC10,702
1.8% of portfolio›$777.4K
Tectonic Advisors LLC10,683
0.0% of portfolio›$776.0K
Primoris Wealth Advisors, LLC10,549
0.4% of portfolio›$766.3K
Verus Financial Partners, Inc.10,447
0.1% of portfolio›$758.9K
Instrumental Wealth, LLC10,385
0.4% of portfolio›$754.4K
Parkside Financial Bank & Trust10,367
0.0% of portfolio›$753.1K
StoneX Group Inc.10,348
0.0% of portfolio›$663.1K
Platform Technology Partners10,339
0.1% of portfolio›$751.0K
Meridian Wealth Management, LLC10,253
0.0% of portfolio›$744.8K
Lanark Financial, Inc.10,063
0.0% of portfolio›$731.0K
Rahlfs Capital, LLC9,970
0.5% of portfolio›$724.2K
Regatta Capital Group, LLC9,969
0.1% of portfolio›$724.2K
GC Wealth Management RIA, LLC9,846
0.0% of portfolio›$715.2K
Wilmington Savings Fund Society, FSB9,789
0.0% of portfolio›$711.1K
Clientfirst Wealth Management, LLC9,773
0.5% of portfolio›$709.9K
Equitable Trust Co9,763
0.0% of portfolio›$709.2K
Financial Management Network Inc9,747
0.1% of portfolio›$714.7K
Wealth Dimensions Group, Ltd.9,654
0.1% of portfolio›$701.2K
Crestwood Advisors Group, LLC9,439
0.0% of portfolio›$685.6K
Roman Butler Fullerton & Co9,387
0.2% of portfolio›$667.8K
Activest Wealth Management9,346
0.1% of portfolio›$678.9K
Prosperity Planning, Inc.9,300
0.1% of portfolio›$675.5K
Canvas Wealth Advisors, LLC9,270
0.1% of portfolio›$651.0K
Sweeney & Michel, LLC9,153
0.2% of portfolio›$664.9K
Split Rock Private Trading & Wealth Management, LLC9,013
0.4% of portfolio›$654.7K
Choreo, LLC8,926
0.0% of portfolio›$648.4K
Massachusetts Wealth Management8,767
0.3% of portfolio›$636.8K
Everett Harris & Co8,511
0.0% of portfolio›$618.2K
Wealth Group Ltd8,477
0.1% of portfolio›$621.6K
Matauro, LLC8,394
0.1% of portfolio›$609.7K
Basso Capital Management, L.P.8,350
0.1% of portfolio›$606.5K
Sendero Wealth Management, LLC8,151
0.1% of portfolio›$592.1K
Weil Company, Inc.8,140
0.1% of portfolio›$591.3K
Anson Capital, Inc.8,098
0.4% of portfolio›$588.2K
Shade Tree Advisors LLC7,777
0.3% of portfolio›$564.9K
AdvisorNet Financial, Inc7,738
0.0% of portfolio›$550.0K
Union Bancaire Privee, UBP SA7,690
0.0% of portfolio›$466.4K
Citizens National Bank Trust Department7,675
0.1% of portfolio›$557.5K
Dudley Capital Management, LLC7,656
0.2% of portfolio›$556.1K
Guidance Point Advisors, LLC7,305
0.1% of portfolio›$530.9K
Trek Financial, LLC7,278
0.0% of portfolio›$528.7K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors7,275
0.0% of portfolio›$528.5K
Solstein Capital, LLC7,249
0.2% of portfolio›$526.6K
Independent Financial Group, LLC6,905
0.0% of portfolio›$501.6K
Centerpoint Advisors, LLC6,778
0.2% of portfolio›$492.0K
J.W. Cole Advisors, Inc.6,724
0.0% of portfolio›$488.4K
KMG Fiduciary Partners, LLC6,641
0.0% of portfolio›$482.4K
Orba Wealth Advisors, L.L.C.6,606
0.4% of portfolio›$479.9K
Ritholtz Wealth Management6,604
0.0% of portfolio›$479.7K
Grimes & Co Wealth Management, LLC6,549
0.0% of portfolio›$475.7K
Relyea Zuckerberg Hanson LLC6,534
0.0% of portfolio›$474.6K
Pennsylvania Capital Management Inc6,439
0.1% of portfolio›$467.7K
Corps Capital Advisors, LLC6,422
0.4% of portfolio›$466.5K
StoryOne LLC6,412
0.2% of portfolio›$465.8K
StoryOne LLC6,412
0.2% of portfolio›$465.8K
Crown Wealth Group, LLC6,348
0.1% of portfolio›$461.1K
Worth Asset Management, LLC6,211
0.1% of portfolio›$451.2K
Ellis Investment Partners, LLC6,186
0.1% of portfolio›$449.4K
Harel Insurance Investments & Financial Services Ltd.6,185
0.0% of portfolio›$449.0K
Associated Banc-Corp6,102
0.0% of portfolio›$443.2K
Central Trust Co5,922
0.0% of portfolio›$430.2K
Asset Dedication, LLC5,895
0.0% of portfolio›$428.2K
Wesbanco Bank Inc5,857
0.0% of portfolio›$425.5K
Cape Investment Advisory, Inc.5,795
0.1% of portfolio›$420.9K
Wealth Effects LLC5,795
0.1% of portfolio›$420.9K
Founders Financial Securities LLC5,774
0.0% of portfolio›$419.4K
Avior Wealth Management, LLC5,773
0.0% of portfolio›$419.4K
Adamsbrown Wealth Consultants LLC5,734
0.1% of portfolio›$416.5K
CLG LLC5,708
0.1% of portfolio›$414.6K
Beacon Capital Management, LLC5,703
0.1% of portfolio›$414.3K
CMG Global Holdings, LLC5,637
0.2% of portfolio›$409.5K
XXI Wealth, LLC5,600
0.2% of portfolio›$406.8K
Claro Advisors Inc.5,515
0.0% of portfolio›$400.6K
Clarus Group, Inc.5,500
0.1% of portfolio›$399.5K
Sage Mountain Advisors LLC5,481
0.0% of portfolio›$398.1K
Vicus Capital5,476
0.0% of portfolio›$397.8K
Vestia Personal Wealth Advisors5,464
0.2% of portfolio›$396.9K
Moneco Advisors, LLC5,449
0.0% of portfolio›$395.8K
Wealth Management Nebraska5,445
0.0% of portfolio›$395.5K
Gryphon Financial Partners LLC5,380
0.0% of portfolio›$390.8K
Appleton Partners Inc5,328
0.1% of portfolio›$387.0K
Avestar Capital, LLC5,236
0.0% of portfolio›$380.3K
AMG National Trust Bank5,205
0.0% of portfolio›$378.1K
Sentinel Pension Advisors, LLC5,190
0.0% of portfolio›$377.0K
Cooper Financial Group5,082
0.0% of portfolio›$369.2K
IVC Wealth Advisors LLC5,057
0.1% of portfolio›$367.3K
Redhawk Wealth Advisors, Inc.5,027
0.0% of portfolio›$365.1K
BridgePort Financial Solutions, LLC4,956
0.1% of portfolio›$360.0K
Smallwood Wealth Investment Management, LLC4,946
0.2% of portfolio›$359.3K
Sowell Financial Services LLC4,919
0.0% of portfolio›$357.3K
Revisor Wealth Management LLC4,872
0.1% of portfolio›$349.5K
Capital Investment Advisors, LLC4,855
0.0% of portfolio›$352.6K
Chicago Capital, LLC4,848
0.0% of portfolio›$352.2K
JGP Wealth Management, LLC4,815
0.0% of portfolio›$349.8K
Simon Quick Advisors, LLC4,813
0.0% of portfolio›$349.6K
Broussard Financial Group LLC4,776
0.3% of portfolio›$346.9K
Waterway Wealth Management, LLC4,733
0.1% of portfolio›$343.8K
McAdam, LLC4,723
0.0% of portfolio›$343.1K
Schneider Downs Wealth Management Advisors, LP4,712
0.0% of portfolio›$342.3K
3Edge Asset Management, LP4,701
0.0% of portfolio›$341.5K
Westover Capital Advisors, LLC4,625
0.1% of portfolio›$336.0K
Citizens Financial Group Inc4,612
0.0% of portfolio›$335.0K
Ashton Thomas Private Wealth, LLC4,591
0.0% of portfolio›$333.5K
Mirador Capital Partners LP4,555
0.0% of portfolio›$330.9K
Signaturefd, LLC4,524
0.0% of portfolio›$328.6K
AlphaCore Capital LLC4,502
0.0% of portfolio›$327.0K
United Advisor Group, LLC4,453
0.0% of portfolio›$323.5K
Shepherd Street Advisors LLC4,392
0.3% of portfolio›$314.2K
Hutchens & Kramer Investment Management Group, LLC4,360
0.1% of portfolio›$316.7K
Evolution Wealth Advisors, LLC4,340
0.0% of portfolio›$315.3K
IFG Advisors, LLC4,337
0.0% of portfolio›$315.1K
Curran Financial Partners, LLC4,290
0.1% of portfolio›$311.6K
HB Wealth Management, LLC4,286
0.0% of portfolio›$311.3K
Halbert Hargrove Global Advisors, LLC4,197
0.0% of portfolio›$304.9K
AA Financial Advisors, LLC4,173
0.0% of portfolio›$303.1K
Simplicity Wealth,LLC4,164
0.0% of portfolio›$302.5K
Stiles Financial Services Inc4,034
0.1% of portfolio›$293.0K
YHB Investment Advisors, Inc.4,004
0.0% of portfolio›$290.9K
Greenup Street Wealth Management LLC3,870
0.0% of portfolio›$281.1K
EdgeRock Capital LLC3,855
0.1% of portfolio›$280.0K
Oakworth Capital, Inc.3,833
0.0% of portfolio›$278.4K
M Holdings Securities, Inc.3,823
0.0% of portfolio›$270
Axxcess Wealth Management, LLC3,789
0.0% of portfolio›$275.2K
Gerber, LLC3,723
0.1% of portfolio›$270.4K
Fifth Third Bancorp3,718
0.0% of portfolio›$270.1K
RMR Capital Management, LLC3,709
0.2% of portfolio›$269.4K
Demars Financial Group, LLC3,701
0.1% of portfolio›$268.8K
Hurley Capital, LLC3,699
0.1% of portfolio›$268.7K
Ballew Advisors, Inc3,681
0.1% of portfolio›$269.9K
Prime Capital Investment Advisors, LLC3,646
0.0% of portfolio›$264.8K
Financial Perspectives, Inc3,637
0.1% of portfolio›$264.2K
Kingdom Financial Group Llc.3,623
0.1% of portfolio›$263.2K
Visionary Wealth Advisors3,586
0.0% of portfolio›$260.5K
Beacon Investment Advisory Services, Inc.3,500
0.0% of portfolio›$254.2K
Clearwave Capital, LLC3,475
0.1% of portfolio›$252.4K
Baker Boyer National Bank3,472
0.1% of portfolio›$252.2K
Puff Wealth Management, LLC3,448
0.2% of portfolio›$250.5K
BlueChip Wealth Advisors LLC3,445
0.1% of portfolio›$250.2K
Sagespring Wealth Partners, LLC3,437
0.0% of portfolio›$249.6K
Titleist Asset Management, LLC3,332
0.0% of portfolio›$242.1K
J. Safra Sarasin Holding AG3,312
0.0% of portfolio›$240.9K
ShoreHaven Wealth Partners, LLC3,227
0.1% of portfolio›$234.4K
Brady Martz Wealth Solutions, LLC3,160
0.0% of portfolio›$229.5K
Sugar Maple Asset Management, LLC3,142
0.1% of portfolio›$228.2K
POM Investment Strategies, LLC3,128
0.2% of portfolio›$227.2K
Almanack Investment Partners, Llc.3,122
0.0% of portfolio›$226.8K
Arkfeld Wealth Strategies, L.L.C.3,120
0.1% of portfolio›$226.2K
Allen Investment Management, LLC3,100
0.0% of portfolio›$225.3K
GR Financial Group, LLC3,081
0.0% of portfolio›$223.8K
Sprinkle Financial Consultants LLC3,016
0.1% of portfolio›$219.1K
RS Crum Inc.3,010
0.0% of portfolio›$218.6K
Apella Capital, LLC3,005
0.0% of portfolio›$217.8K
Crescent Grove Advisors, LLC3,000
0.0% of portfolio›$217.9K
Weatherly Asset Management L. P.2,955
0.0% of portfolio›$214.7K
Robinswood Financial LLC2,924
0.1% of portfolio›$208.0K
Compass Financial Management LLC2,920
0.0% of portfolio›$212.1K
Thrivent Financial for Lutherans2,916
0.0% of portfolio›$215
6th Street Advisors, LLC2,818
0.1% of portfolio›$204.7K
Harmony Asset Management LLC2,767
0.1% of portfolio›$201.0K
Moisand Fitzgerald Tamayo, LLC2,753
0.0% of portfolio›$200.0K
Quest 10 Wealth Builders, Inc.2,715
0.1% of portfolio›$197.2K
Highline Wealth Partners LLC2,644
0.0% of portfolio›$192.1K
Stone House Investment Management, LLC2,637
0.0% of portfolio›$191.6K
Noble Wealth Management PBC2,548
0.1% of portfolio›$185.1K
Brown, Lisle Ings, Inc.2,515
0.0% of portfolio›$182.7K
CKW Financial Group2,494
0.0% of portfolio›$184
Rosenberg Matthew Hamilton2,343
0.0% of portfolio›$170.2K
Downshift Financial, LLC2,107
0.1% of portfolio›$153.1K
Root Financial Partners, LLC2,073
0.0% of portfolio›$150.6K
Firethorn Wealth Partners, LLC2,053
0.0% of portfolio›$149.1K
United Financial Planning Group LLC1,995
0.1% of portfolio›$144.9K
Hilton Head Capital Partners, LLC1,718
0.1% of portfolio›$124.8K
Strategic Advocates LLC1,591
0.4% of portfolio›$115.6K
Ascentis Independent Advisors1,558
0.0% of portfolio›$113.2K
StrongBox Wealth, LLC1,500
0.0% of portfolio›$109.0K
Evermay Wealth Management LLC1,493
0.0% of portfolio›$108.5K
MassMutual Private Wealth & Trust, FSB1,430
0.0% of portfolio›$103.9K
Lodestone Wealth Management LLC1,333
0.0% of portfolio›$96.8K
Plante Moran Financial Advisors, LLC1,292
0.0% of portfolio›$93.9K
Cranbrook Wealth Management, LLC1,087
0.0% of portfolio›$79.0K
Transce3nd, LLC900
0.1% of portfolio›$66.1K
Archer Investment Corp822
0.0% of portfolio›$59.7K
Aspect Partners, LLC810
0.0% of portfolio›$58.9K
Syntax Research, Inc.785
0.0% of portfolio›$57.0K
Asset Planning,Inc750
0.0% of portfolio›$54.5K
Canton Hathaway, LLC725
0.0% of portfolio›$52.7K
Ashurst Perkins Coie Trust Co680
0.0% of portfolio›$49.4K
Southern Michigan Bank & Trust665
0.0% of portfolio›$48.3K
Physician Wealth Advisors, Inc.625
0.0% of portfolio›$45.4K
Birchbrook, Inc.600
0.0% of portfolio›$43.6K
Golden State Wealth Management, LLC597
0.0% of portfolio›$43.4K
Mather Group, Llc.578
0.0% of portfolio›$42.0K
Rossby Financial, LCC572
0.0% of portfolio›$41.6K
Wilkerson Advisory Group LLC511
0.0% of portfolio›$37.1K
Latitude Advisors, LLC510
0.0% of portfolio›$37.0K
Thurston, Springer, Miller, Herd & Titak, Inc.408
0.0% of portfolio›$29.6K
Financial Network Wealth Advisors LLC401
0.0% of portfolio›$29.1K
Lynch Investment Planning, LLC339
0.0% of portfolio›$24.7K
Financial Consulate, Inc338
0.0% of portfolio›$24.6K
Provenance Wealth Advisors, LLC314
0.0% of portfolio›$22.8K
Westside Investment Management, Inc.300
0.0% of portfolio›$22.0K
Fortitude Family Office, LLC294
0.0% of portfolio›$21.4K
Country Trust Bank270
0.0% of portfolio›$19.6K
SJS Investment Consulting Inc.240
0.0% of portfolio›$17.4K
Salomon & Ludwin, LLC203
0.0% of portfolio›$14.7K
Main Street Group, LTD200
0.0% of portfolio›$14.5K
Pathway Financial Advisers, LLC195
0.0% of portfolio›$14.2K
Raleigh Capital Management Inc.152
0.0% of portfolio›$11.0K
Kelleher Financial Advisors150
0.0% of portfolio›$10.9K
Comprehensive Financial Planning, Inc.128
0.0% of portfolio›$9.3K
Atwood & Palmer Inc125
0.0% of portfolio›$9.1K
Avion Wealth120
0.0% of portfolio›$8
TD Waterhouse Canada Inc.103
0.0% of portfolio›$7.6K
Key Capital Management, Inc82
0.0% of portfolio›$6.0K
High Point Wealth Management, LLC81
0.0% of portfolio›$5.9K
Evolution Wealth Management Inc.52
0.0% of portfolio›$3.8K
Assetmark, Inc47
0.0% of portfolio›$3.4K
Ares Financial Consulting, LLC45
0.0% of portfolio›$3.3K
Pension & Wealth Management Advisors, Inc.44
0.0% of portfolio›$3.3K
Montgomery Financial Services LLC38
0.0% of portfolio›$2.8K
Tounjian Advisory Partners, LLC38
0.0% of portfolio›$2.8K
GHP Investment Advisors, Inc.36
0.0% of portfolio›$2.6K
Vision Financial Markets LLC35
0.0% of portfolio›$2.6K
Legacies Wealth LLC33
0.0% of portfolio›$2.4K
Essential Investment Partners LLC20
0.0% of portfolio›$1.5K
DecisionPoint Financial, LLC20
0.0% of portfolio›$1.5K
GS Investments, Inc.18
0.0% of portfolio›$1.3K
Wolff Wiese Magana LLC16
0.0% of portfolio›$1.2K
Networth Advisors, LLC15
0.0% of portfolio›$1.1K
Jacobi Capital Management LLC14
0.0% of portfolio›$1.0K
Mowery & Schoenfeld Wealth Management, LLC10
0.0% of portfolio›$727
Holos Integrated Wealth LLC10
0.0% of portfolio›$711
Valley National Advisers Inc10
0.0% of portfolio›$727
Cassaday & Co Wealth Management LLC10
0.0% of portfolio›$727
Valued Wealth Advisors LLC9
0.0% of portfolio›$654
Signature Resources Capital Management, LLC9
0.0% of portfolio›$654
Hughes Financial Services, LLC5
0.0% of portfolio›$351
Balance Wealth Partners LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Citigroup Inc
1,636,387$118.9M0.0%CoreMediumNew York, NY2026-11-04
United Capital Management of KS, Inc.
552,877$40.2M5.3%GrowthMediumSalina, KS2026-11-04
EverSource Wealth Advisors, LLC
486,894$35.4M1.1%CoreMediumBirmingham, AL2026-11-04
Beaumont Financial Advisors, LLC
456,587$33.2M2.1%GrowthMediumNeedham, MA2026-10-22
Means Investment Co., Inc.
362,195$26.3M1.9%GrowthVery LowBangor, ME2026-11-03
Legacy Wealth Asset Management, LLC
303,300$22.0M4.8%GARPMediumWoodbury, MN2026-10-09
Compass Ion Advisors, LLC
253,832$18.4M1.6%ETFVery LowConshohocken, PA2026-10-23
Vestor Capital, LLC
249,237$84.9K5.2%ValueMediumChicago, IL2026-11-04
Atlas Wealth Partners, LLC
218,144$15.8M16.3%Agg GrowthVery LowWyomissing, PA2026-11-03
Simplex Trading, LLC
211,625$15.4M0.0%CoreVery HighChicago, IL2026-11-04
Park Avenue Securities LLC
192,604$14.0M0.2%ETFMediumNew York, NY2026-10-26
Citrine Capital LLC
188,931$13.7M4.6%ETFVery LowSan Francisco, CA2026-10-14
Bayshore Capital Advisors, LLC
176,419$12.8M6.6%YieldMediumTampa, FL2026-11-02
Great Point Wealth Advisors, LLC
174,566$12.7M2.0%ETFVery LowBoston, MA2026-10-15
Cambridge Investment Research Advisors, Inc.
174,009$12.6M0.1%ETFLowFairfield, IA2026-11-02
Parcion Private Wealth LLC
166,066$12.1M0.7%CoreMediumBellevue, WA2026-10-28
Creative Planning
154,460$11.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Berman McAleer LLC
153,654$11.2M1.3%ETFVery LowTimonium, MD2026-10-16
Commonwealth Equity Services, LLC
146,409$10.6M0.0%ETFLowWaltham, MA2026-11-02
Concurrent Investment Advisors, LLC
136,783$9.9M0.1%GrowthMediumTampa, FL2026-10-16
Lido Advisors, LLC
131,258$9.5M0.0%GrowthLowLos Angeles, CA2026-11-04
Kestra Private Wealth Services, LLC
124,884$9.1M0.1%GrowthLowAustin, TX2026-10-30
Wealth Quarterback LLC
120,201$8.7M2.7%ETFMediumToms River, NJ2026-10-20
Avaii Wealth Management, LLC
113,787$8.3M2.4%ETFMediumAppleton, WI2026-10-09
Kingswood Wealth Advisors, LLC
109,989$8.0M0.3%GrowthLowSan Diego, CA2026-10-23
SevenBridge Financial Group, LLC
106,931$7.7M1.1%CoreLowHarrisburg, PA2026-10-26
Allegheny Financial Group
104,198$7.6M0.8%CoreLowPittsburgh, PA2026-11-05
Wealth Enhancement Advisory Services, LLC
101,336$7.2M0.0%CoreLowPlymouth, MN2026-10-13
Childress Capital Advisors, LLC
90,705$6.6M1.0%GARPMediumHouston, TX2026-10-28
Kestra Advisory Services, LLC
85,030$6.2M0.0%CoreLowAustin, TX2026-11-02
MAD River Investors
78,429$5.7M2.3%Agg GrowthVery LowBoston, MA2026-10-27
US Bancorp \de\
77,620$5.6M0.0%IndexLowMinneapolis, MN2026-11-05
Farther Finance Advisors, LLC
75,510$5.5M0.0%IndexLowSan Francisco, CA2026-10-08
Meitav Investment House LTD
71,493$5.2M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Brookstone Capital Management
70,203$5.1M0.1%ETFMediumWheaton, IL2026-10-22
DecisionMap Wealth Management, LLC
67,299$4.9M2.7%ETFLowGreat Falls, VA2026-10-29
Evexia Wealth LLC
66,871$4.6M1.3%CoreMediumStevens Point, WI2026-11-05
Spire Wealth Management
65,479$4.8M0.1%GrowthMediumMclean, VA2026-10-30
Milestone Asset Management Group, LLC
65,437$4.8M2.2%ETFVery LowAvon, CT2026-10-20
AM Investment Strategies LLC
62,921$4.6M1.4%CoreVery LowChattanooga, TN2026-11-05
Vista Investment Partners II, LLC
61,208$4.4M1.8%CoreMediumRichmond, IN2026-10-15
Cambridge Advisors Inc.
58,900$4.3M0.7%ETFVery LowOmaha, NE2026-10-19
PTM Wealth Management, LLC
56,241$4.2M1.8%ETFLowNorth Wales, PA2026-10-23
IPG Investment Advisors LLC
54,190$3.9M0.6%CoreMediumSan Diego, CA2026-10-30
KDK Private Wealth Management, LLC
54,135$3.9M3.1%ETFVery LowHouston, TX2026-11-03
Perigon Wealth Management, LLC
51,247$3.7M0.1%GrowthLowSan Francisco, CA2026-10-22
Promethium Advisors,llc
50,451$3.7M1.8%CoreLowBethesda, MD2026-10-19
First Heartland Consultants, Inc.
49,992$3.6M0.2%ETFMediumLake St. Louis, MO2026-10-08
Spectrum Strategic Capital Management, LLC
49,618$3.6M1.8%ETFMediumCorvallis, OR2026-10-22
Diversify Advisory Services, LLC
48,822$3.5M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
48,822$3.5M0.1%GrowthMediumSandy, UT2026-10-20
Security National Bank
48,481$3.5M0.4%GrowthLowOmaha, NE2026-10-26
Element Pointe Advisors, LLC
46,839$3.4M0.5%ETFLowMiami, FL2026-10-21
Haven Private, LLC
45,768$3.3M1.3%ETFMediumOrlando, FL2026-10-27
LFG Wealth Partners, LLC
45,593$3.3M1.4%CoreMediumElizabethtown, KY2026-10-28
Traynor Capital Management, Inc.
44,979$3.3M0.2%GrowthLowMalvern, PA2026-10-29
Beam Wealth Advisors, Inc.
44,455$3.2M0.7%ETFMediumCovington, LA2026-11-03
Mission Wealth Management, LP
43,049$3.1M0.0%ETFLowSanta Barbara, CA2026-10-15
Valeo Financial Advisors, LLC
41,174$3.0M0.1%ETFLowCarmel, IN2026-10-08
Wealthcare Advisory Partners LLC
39,351$2.9M0.0%ETFLowWest Chester, PA2026-10-21
Sepio Capital, LP
38,372$2.8M0.1%ETFLowSalt Lake City, UT2026-10-22
Joel Isaacson & Co., LLC
38,146$2.8M0.1%ETFVery LowNew York, NY2026-11-05
CRA Financial Services, LLC
37,932$2.8M0.3%ETFVery LowNorthfield, NJ2026-10-16
Gerber Kawasaki Wealth & Investment Management
35,604$2.6M0.1%ETFLowSanta Monica, CA2026-10-29
Garde Capital, Inc.
32,865$2.4M0.1%ETFLowSeattle, WA2026-10-29
Signal Advisors Wealth, LLC
30,943$2.2M0.1%ETFLowDetroit, MI2026-10-13
Innovative Advisory Group, LLC
30,685$2.2M1.6%ETFHighLexington, MA2026-10-13
Abound Wealth Management
30,668$2.2M0.4%ETFVery LowFranklin, TN2026-10-26
Firestone Capital Management
29,809$2.2M0.4%ETFVery LowSouth Miami, FL2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
29,565$2.1M0.9%GrowthHighTampa, FL2026-10-15
Vista Finance, LLC
29,388$2.1M1.1%ETFLowSt. Louis, MO2026-10-23
Financial Designs Corp
29,016$2.1M1.1%ETFVery LowClaremont, CA2026-10-09
Bank of New York Mellon Corp
28,914$2.1M0.0%CoreLowNew York, NY2026-11-05
Alchemi Wealth, LLC
28,477$2.1M0.9%CoreLowEssex, CT2026-11-04
IFP Advisors, Inc
27,976$2.0M0.0%GrowthLowTampa, FL2026-10-16
Nkcfo LLC
27,500$2.0M1.2%GARPHighGeneva, IL2026-11-04
Atria Investments, Inc
27,452$2.0M0.0%CoreMediumCharlotte, NC2026-10-15
High Note Wealth, LLC
27,253$2.0M0.3%ETFVery LowDeephaven, MN2026-10-27
Guild Investment Management, Inc.
26,956$2.0M1.2%GARPMediumWestlake Village, CA2026-11-03
Smart Wealth LLC
26,931$2.0M0.4%ETFHighOmaha, NE2026-11-04
Advisory Solutions Group, LLC
26,577$1.9M0.4%ETFN/APlymouth, MN2026-10-14
WealthPlan Investment Management, LLC
26,507$1.9M0.1%GrowthMediumOmaha, NE2026-10-15
180 Wealth Advisors, LLC
25,955$1.9M0.2%CoreLowFederal Way, WA2026-11-03
Vise Technologies, Inc.
25,869$1.9M0.0%IndexLowNew York, NY2026-10-29
Blue Trust, Inc.
25,296$1.8M0.0%ETFLowBrentwood, TN2026-10-15
Madison Park Capital Advisors, LLC
23,668$1.7M1.1%ETFMediumSeattle, WA2026-10-28
Objective Capital Management, LLC
23,436$1.7M1.5%ETFLowFairlawn, OH2026-10-13
Highland Financial Advisors, LLC
23,259$1.7M0.4%ETFVery LowWayne, NJ2026-10-19
QTR Family Wealth, LLC
23,024$1.7M0.6%GrowthMediumLake Mary, FL2026-11-02
Venture Visionary Partners LLC
22,800$1.7M0.0%CoreLowSylvania, OH2026-10-07
Wedmont Private Capital
21,814$1.6M0.0%IndexVery LowWest Chester, PA2026-10-09
Mills Wealth Advisors LLC
21,366$1.6M0.5%ETFMediumSouthlake, TX2026-10-22
Financial Management Professionals, Inc.
20,798$1.5M0.1%ETFMediumAustin, TX2026-10-23
Bryn Mawr Trust Advisors, LLC
20,785$1.5M0.1%CoreLowPhiladelphia, PA2026-11-04
SkyOak Wealth, LLC
19,970$1.5M0.2%ETFLowSouthfield, MI2026-10-28
Principle Wealth Partners LLC
19,954$1.4M0.1%CoreVery LowMadison, CT2026-11-02
Hubbell Strickland Wealth Management, LLC
19,467$1.4M0.5%ETFVery LowNew Orleans, LA2026-10-29
LifeGoal Investments, LLC
19,381$1.4M0.4%ETFLowSaratoga Springs, NY2026-10-09
KFG Wealth Management, LLC
18,945$1.4M0.1%ETFMediumGranger, IN2026-10-16
Abundance Wealth Counselors
18,798$1.4M0.2%GrowthLowState College, PA2026-10-26
Parallel Advisors, LLC
17,827$1.3M0.0%IndexLowSan Francisco, CA2026-11-03
Sovran Advisors, LLC
17,585$1.2M0.1%ETFMediumSan Diego, CA2026-11-02
Soltis Investment Advisors LLC
17,551$1.3M0.1%CoreMediumSt. George, UT2026-10-28
JSF Financial, LLC
17,059$1.2M0.2%ETFMediumLos Angeles, CA2026-10-22
Benchmark Financial Wealth Advisors, LLC
16,738$1.2M0.3%ETFLowBoca Raton, FL2026-10-20
Financial Partners Group, Inc
16,708$1.2M0.1%ETFLowOverland Park, KS2026-10-19
Mustard Seed Financial, LLC
16,111$1.2M0.6%ETFLowMagnolia, AR2026-10-30
Clark Wealth Partners
16,097$1.2M0.6%ETFVery LowO'Fallon, IL2026-10-19
MTM Investment Management, LLC
15,746$1.1M0.3%CoreVery LowSpartanburg, SC2026-10-30
Silverlake Wealth Management LLC
15,530$1.1M0.2%ETFLowWilliston, VT2026-10-21
Robertson Stephens Wealth Management, LLC
15,322$1.1M0.0%ETFMediumSan Francisco, CA2026-10-16
Tred Avon Family Wealth, LLC
15,296$1.1M0.3%CoreLowEaston, MD2026-10-20
Aries Wealth Management
14,616$1.1M0.2%CoreVery LowPortland, ME2026-10-23
Chicago Partners Investment Group LLC
14,576$1.0M0.0%GARPLowChicago, IL2026-10-27
Marietta Wealth Management, LLC
14,470$1.0M0.1%GrowthLowMarietta, GA2026-10-22
Strata Wealth Advisors, LLC
14,373$1.0M0.2%ETFLowDallas, TX2026-10-16
National Wealth Management Group, LLC
14,228$1.0M0.3%ETFMediumCincinnati, OH2026-10-26
Five Pine Wealth Management
13,717$996.4K0.6%ETFVery LowCoeur D Alene, ID2026-10-20
Larson Financial Group LLC
13,251$962.6K0.0%GrowthLowSt Louis, MO2026-11-05
MGO One Seven LLC
13,036$946.9K0.0%GrowthLowBeachwood, OH2026-10-28
Eagle Strategies LLC
12,954$941.0K0.1%ETFLowNew York, NY2026-10-16
Upper Left Wealth Management, LLC
12,924$938.8K0.5%ETFMediumTampa, FL2026-10-14
Rochester Wealth Strategies, LLC
12,882$935.7K0.5%ETFLowRochester, MI2026-11-03
Angeles Wealth Management, LLC
12,827$931.8K0.0%ETFLowSanta Monica, CA2026-10-26
GK Wealth Management LLC
12,823$931.5K0.5%GARPVery HighReno, NV2026-10-09
Eagle Global Advisors LLC
12,800$929.8K0.0%CoreLowHouston, TX2026-11-02
Sound Portfolio Advisors, LLC
12,783$928.6K0.7%ETFMediumMystic, CT2026-11-05
Secure Asset Management, LLC
12,625$917.1K0.1%GrowthMediumTroy, MI2026-10-19
Daymark Wealth Partners, LLC
12,587$914.3K0.0%CoreLowCincinnati, OH2026-11-04
Bauman Advisory Group, LLC
12,456$904.8K0.4%ETFMediumLas Vegas, NV2026-10-29
Endowment Wealth Management, Inc.
12,443$903.9K0.3%ETFMediumAppleton, WI2026-11-03
Wiser Wealth Management, Inc
12,312$894.3K0.2%ETFVery LowMarietta, GA2026-10-14
Whitaker-Myers Wealth Managers, Ltd.
12,251$889.9K0.1%ETFMediumMansfield, OH2026-10-09
Perryman Financial Advisory Inc
11,943$867.5K0.1%GrowthVery LowDallas, TX2026-10-16
Cane Capital Partners, LLC
11,878$862.8K0.3%GrowthMediumSt Francisville, LA2026-10-23
Waldron Private Wealth LLC
11,713$850.8K0.0%ETFVery LowBridgeville, PA2026-11-02
Brighton Jones LLC
11,675$848.0K0.0%CoreVery LowSeattle, WA2026-11-03
Warren Street Wealth Advisors, LLC
11,264$818.2K0.2%ETFMediumIrvine, CA2026-11-04
Forum Financial Management, LP
11,000$799.0K0.0%ETFLowLombard, IL2026-10-16
Quantify Chaos Advisors, LLC
10,702$777.4K1.8%ETFMediumBrooklyn, NY2026-11-04
Tectonic Advisors LLC
10,683$776.0K0.0%YieldLowFrisco, TX2026-10-22
Primoris Wealth Advisors, LLC
10,549$766.3K0.4%GrowthMediumNorth Palm Beach, FL2026-10-28
Verus Financial Partners, Inc.
10,447$758.9K0.1%ETFVery LowRichmond, VA2026-10-29
Instrumental Wealth, LLC
10,385$754.4K0.4%ETFLowTampa, FL2026-10-20
Parkside Financial Bank & Trust
10,367$753.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
StoneX Group Inc.
10,348$663.1K0.0%ETFMediumNew York, NY2026-11-03
Platform Technology Partners
10,339$751.0K0.1%CoreVery LowLocust Valley, NY2026-11-02
Meridian Wealth Management, LLC
10,253$744.8K0.0%GrowthLowLexington, KY2026-11-05
Lanark Financial, Inc.
10,063$731.0K0.0%CoreMediumBirmingham, AL2026-10-26
Rahlfs Capital, LLC
9,970$724.2K0.5%CoreLowLake Kiowa, TX2026-10-23
Regatta Capital Group, LLC
9,969$724.2K0.1%ETFLowEl Segundo, CA2026-10-23
GC Wealth Management RIA, LLC
9,846$715.2K0.0%GrowthMediumCambridge, MA2026-11-02
Wilmington Savings Fund Society, FSB
9,789$711.1K0.0%CoreLowWilmington, DE2026-10-23
Clientfirst Wealth Management, LLC
9,773$709.9K0.5%Deep ValueVery LowLittle Rock, AR2026-11-04
Equitable Trust Co
9,763$709.2K0.0%CoreLowNashville, TN2026-10-13
Financial Management Network Inc
9,747$714.7K0.1%ETFLowMission Viejo, CA2026-10-09
Wealth Dimensions Group, Ltd.
9,654$701.2K0.1%ETFLowCincinnati, OH2026-11-02
Crestwood Advisors Group, LLC
9,439$685.6K0.0%GrowthLowBoston, MA2026-10-27
Roman Butler Fullerton & Co
9,387$667.8K0.2%GrowthMediumSt Louis, MO2026-10-27
Activest Wealth Management
9,346$678.9K0.1%ETFLowAventura, FL2026-10-15
Prosperity Planning, Inc.
9,300$675.5K0.1%ETFVery LowNorth Kansas City, MO2026-10-09
Canvas Wealth Advisors, LLC
9,270$651.0K0.1%GrowthLowShawnee, KS2026-11-02
Sweeney & Michel, LLC
9,153$664.9K0.2%ETFVery LowChico, CA2026-10-16
Split Rock Private Trading & Wealth Management, LLC
9,013$654.7K0.4%GrowthMediumCloquet, MN2026-10-15
Choreo, LLC
8,926$648.4K0.0%IndexLowRockford, IL2026-10-28
Massachusetts Wealth Management
8,767$636.8K0.3%CoreLowNorth Andover, MA2026-10-21
Everett Harris & Co
8,511$618.2K0.0%CoreVery LowLos Angeles, CA2026-10-28
Wealth Group Ltd
8,477$621.6K0.1%ETFLowEden Prairie, MN2026-10-07
Matauro, LLC
8,394$609.7K0.1%ETFLowNew York, NY2026-11-03
Basso Capital Management, L.P.
8,350$606.5K0.1%ETFMediumStamford, CT2026-10-30
Sendero Wealth Management, LLC
8,151$592.1K0.1%GARPLowSan Antonio, TX2026-10-14
Weil Company, Inc.
8,140$591.3K0.1%ETFLowSan Diego, CA2026-10-14
Anson Capital, Inc.
8,098$588.2K0.4%ETFLowTyrone, GA2026-10-23
Shade Tree Advisors LLC
7,777$564.9K0.3%ETFMediumSaratoga Springs, NY2026-10-22
AdvisorNet Financial, Inc
7,738$550.0K0.0%ETFLowMinnetonka, MN2026-10-15
Union Bancaire Privee, UBP SA
7,690$466.4K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Citizens National Bank Trust Department
7,675$557.5K0.1%CoreVery LowMeridian, MS2026-11-04
Dudley Capital Management, LLC
7,656$556.1K0.2%GrowthLowMiddleburg, VA2026-10-23
Guidance Point Advisors, LLC
7,305$530.9K0.1%ETFVery LowWellesley, MA2026-10-15
Trek Financial, LLC
7,278$528.7K0.0%ETFHighScottsdale, AZ2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
7,275$528.5K0.0%ETFMediumWestlake, OH2026-10-14
Solstein Capital, LLC
7,249$526.6K0.2%CoreLowMenlo Park, CA2026-11-02
Independent Financial Group, LLC
6,905$501.6K0.0%GrowthLowSan Diego, CA2026-10-13
Centerpoint Advisors, LLC
6,778$492.0K0.2%ETFVery LowNeedham, MA2026-11-05
J.W. Cole Advisors, Inc.
6,724$488.4K0.0%IndexLowTampa, FL2026-11-05
KMG Fiduciary Partners, LLC
6,641$482.4K0.0%GrowthLowToledo, OH2026-10-14
Orba Wealth Advisors, L.L.C.
6,606$479.9K0.4%ETFMediumChicago, IL2026-10-23
Ritholtz Wealth Management
6,604$479.7K0.0%IndexLowNew York, NY2026-11-05
Grimes & Co Wealth Management, LLC
6,549$475.7K0.0%CoreLowWestborough, MA2026-10-29
Relyea Zuckerberg Hanson LLC
6,534$474.6K0.0%ETFLowStamford, CT2026-10-20
Pennsylvania Capital Management Inc
6,439$467.7K0.1%GrowthLowHuntingdon Valley, PA2026-11-05
Corps Capital Advisors, LLC
6,422$466.5K0.4%GrowthLowSouthlake, TX2026-11-05
StoryOne LLC
6,412$465.8K0.2%ETFVery HighOverland Park, KS2026-10-13
StoryOne LLC
6,412$465.8K0.2%ETFVery HighOverland Park, KS2026-10-13
Crown Wealth Group, LLC
6,348$461.1K0.1%ETFMediumCharlotte, NC2026-10-19
Worth Asset Management, LLC
6,211$451.2K0.1%ETFHighDallas, TX2026-10-07
Ellis Investment Partners, LLC
6,186$449.4K0.1%ETFLowBerwyn, PA2026-10-21
Harel Insurance Investments & Financial Services Ltd.
6,185$449.0K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Associated Banc-Corp
6,102$443.2K0.0%CoreLowGreen Bay, WI2026-10-30
Central Trust Co
5,922$430.2K0.0%CoreLowJefferson City, MO2026-11-05
Asset Dedication, LLC
5,895$428.2K0.0%ETFLowSan Francisco, CA2026-11-03
Wesbanco Bank Inc
5,857$425.5K0.0%CoreLowWheeling, WV2026-11-04
Cape Investment Advisory, Inc.
5,795$420.9K0.1%ETFLowMcdonough, GA2026-10-13
Wealth Effects LLC
5,795$420.9K0.1%GrowthLowBoston, MA2026-10-23
Founders Financial Securities LLC
5,774$419.4K0.0%ETFMediumTowson, MD2026-10-28
Avior Wealth Management, LLC
5,773$419.4K0.0%ETFMediumOmaha, NE2026-10-13
Adamsbrown Wealth Consultants LLC
5,734$416.5K0.1%ETFLowWichita, KS2026-10-20
CLG LLC
5,708$414.6K0.1%ETFMediumLong Beach, CA2026-10-13
Beacon Capital Management, LLC
5,703$414.3K0.1%ETFMediumFranklin, TN2026-10-23
CMG Global Holdings, LLC
5,637$409.5K0.2%MomentumLowPlano, TX2026-10-14
XXI Wealth, LLC
5,600$406.8K0.2%GrowthLowChicago, IL2026-10-22
Claro Advisors Inc.
5,515$400.6K0.0%CoreLowBoston, MA2026-11-02
Clarus Group, Inc.
5,500$399.5K0.1%ETFLowHouston, TX2026-10-21
Sage Mountain Advisors LLC
5,481$398.1K0.0%ETFLowAtlanta, GA2026-11-02
Vicus Capital
5,476$397.8K0.0%ETFMediumState College, PA2026-11-05
Vestia Personal Wealth Advisors
5,464$396.9K0.2%ETFMediumFort Wayne, IN2026-10-20
Moneco Advisors, LLC
5,449$395.8K0.0%ETFLowFairfield, CT2026-11-05
Wealth Management Nebraska
5,445$395.5K0.0%ETFLowNorfolk, NE2026-10-26
Gryphon Financial Partners LLC
5,380$390.8K0.0%IndexLowColumbus, OH2026-11-04
Appleton Partners Inc
5,328$387.0K0.1%GrowthLowBoston, MA2026-10-30
Avestar Capital, LLC
5,236$380.3K0.0%GrowthLowNew York, NY2026-10-28
AMG National Trust Bank
5,205$378.1K0.0%ETFLowGreenwood Village, CO2026-11-05
Sentinel Pension Advisors, LLC
5,190$377.0K0.0%ETFLowWakefield, MA2026-11-02
Cooper Financial Group
5,082$369.2K0.0%GrowthMediumIrvine, CA2026-10-07
IVC Wealth Advisors LLC
5,057$367.3K0.1%GrowthLowSilverdale, PA2026-10-23
Redhawk Wealth Advisors, Inc.
5,027$365.1K0.0%ETFHighMinneapolis, MN2026-10-14
BridgePort Financial Solutions, LLC
4,956$360.0K0.1%ETFLowFairfield, IA2026-11-02
Smallwood Wealth Investment Management, LLC
4,946$359.3K0.2%ETFVery LowRed Bank, NJ2026-10-30
Sowell Financial Services LLC
4,919$357.3K0.0%CoreLowNorth Little Rock, AR2026-10-23
Revisor Wealth Management LLC
4,872$349.5K0.1%CoreLowAkron, OH2026-10-20
Capital Investment Advisors, LLC
4,855$352.6K0.0%CoreLowAtlanta, GA2026-10-22
Chicago Capital, LLC
4,848$352.2K0.0%GrowthLowChicago, IL2026-10-13
JGP Wealth Management, LLC
4,815$349.8K0.0%CoreLowBend, OR2026-10-13
Simon Quick Advisors, LLC
4,813$349.6K0.0%ETFLowMorristown, NJ2026-10-26
Broussard Financial Group LLC
4,776$346.9K0.3%ETFMediumKaplan, LA2026-10-26
Waterway Wealth Management, LLC
4,733$343.8K0.1%ETFMediumThe Woodlands, TX2026-10-28
McAdam, LLC
4,723$343.1K0.0%ETFLowPhiladelphia, PA2026-10-21
Schneider Downs Wealth Management Advisors, LP
4,712$342.3K0.0%ETFVery LowPittsburgh, PA2026-10-27
3Edge Asset Management, LP
4,701$341.5K0.0%ETFMediumNaples, FL2026-10-30
Westover Capital Advisors, LLC
4,625$336.0K0.1%MomentumLowWilmington, DE2026-10-26
Citizens Financial Group Inc
4,612$335.0K0.0%GrowthLowProvidence, RI2026-10-23
Ashton Thomas Private Wealth, LLC
4,591$333.5K0.0%CoreMediumScottsdale, AZ2026-11-03
Mirador Capital Partners LP
4,555$330.9K0.0%GrowthMediumPleasanton, CA2026-10-09
Signaturefd, LLC
4,524$328.6K0.0%IndexLowAtlanta, GA2026-10-23
AlphaCore Capital LLC
4,502$327.0K0.0%ETFLowLa Jolla, CA2026-11-04
United Advisor Group, LLC
4,453$323.5K0.0%ETFLowCincinnati, OH2026-11-03
Shepherd Street Advisors LLC
4,392$314.2K0.3%GrowthLowLarkspur, CA2026-10-21
Hutchens & Kramer Investment Management Group, LLC
4,360$316.7K0.1%ETFLowIndianapolis, IN2026-10-16
Evolution Wealth Advisors, LLC
4,340$315.3K0.0%ETFLowAventura, FL2026-11-03
IFG Advisors, LLC
4,337$315.1K0.0%ETFVery LowSt. Louis, MO2026-10-15
Curran Financial Partners, LLC
4,290$311.6K0.1%ETFMediumDaniel Island, SC2026-11-04
HB Wealth Management, LLC
4,286$311.3K0.0%IndexVery LowAtlanta, GA2026-10-23
Halbert Hargrove Global Advisors, LLC
4,197$304.9K0.0%ETFLowLong Beach, CA2026-10-16
AA Financial Advisors, LLC
4,173$303.1K0.0%ETFMediumColumbus, OH2026-10-19
Simplicity Wealth,LLC
4,164$302.5K0.0%ETFLowSummit, NJ2026-10-23
Stiles Financial Services Inc
4,034$293.0K0.1%GrowthLowEdina, MN2026-10-30
YHB Investment Advisors, Inc.
4,004$290.9K0.0%GrowthLowWest Hartford, CT2026-10-08
Greenup Street Wealth Management LLC
3,870$281.1K0.0%ETFMediumOverland Park, KS2026-10-28
EdgeRock Capital LLC
3,855$280.0K0.1%ETFLowDenver, CO2026-11-03
Oakworth Capital, Inc.
3,833$278.4K0.0%ETFLowBirmingham, AL2026-10-26
M Holdings Securities, Inc.
3,823$2700.0%ETFHighPortland, OR2026-11-03
Axxcess Wealth Management, LLC
3,789$275.2K0.0%CoreLowCarlsbad, CA2026-10-21
Gerber, LLC
3,723$270.4K0.1%ETFLowColumbus, OH2026-10-21
Fifth Third Bancorp
3,718$270.1K0.0%IndexVery LowCincinnati, OH2026-11-05
RMR Capital Management, LLC
3,709$269.4K0.2%ValueVery LowTustin, CA2026-10-23
Demars Financial Group, LLC
3,701$268.8K0.1%ETFLowSpokane Valley, WA2026-10-22
Hurley Capital, LLC
3,699$268.7K0.1%GARPMediumNew York, NY2026-11-05
Ballew Advisors, Inc
3,681$269.9K0.1%ETFLowJackson, MS2026-10-05
Prime Capital Investment Advisors, LLC
3,646$264.8K0.0%ETFLowOverland Park, KS2026-10-20
Financial Perspectives, Inc
3,637$264.2K0.1%GrowthVery LowMinneapolis, MN2026-11-03
Kingdom Financial Group Llc.
3,623$263.2K0.1%ETFMediumPeoria, AZ2026-11-04
Visionary Wealth Advisors
3,586$260.5K0.0%ETFLowO'Fallon, IL2026-11-04
Beacon Investment Advisory Services, Inc.
3,500$254.2K0.0%GrowthLowMorristown, NJ2026-10-13
Clearwave Capital, LLC
3,475$252.4K0.1%GrowthLowUpland, CA2026-10-27
Baker Boyer National Bank
3,472$252.2K0.1%ETFVery LowWalla Walla, WA2026-11-05
Puff Wealth Management, LLC
3,448$250.5K0.2%ETFLowHaddonfield, NJ2026-10-07
BlueChip Wealth Advisors LLC
3,445$250.2K0.1%ETFMediumMilton, GA2026-11-03
Sagespring Wealth Partners, LLC
3,437$249.6K0.0%ETFLowFranklin, TN2026-10-22
Titleist Asset Management, LLC
3,332$242.1K0.0%ETFLowSan Antonio, TX2026-10-08
J. Safra Sarasin Holding AG
3,312$240.9K0.0%CoreMediumBasel, Switzerland2026-10-26
ShoreHaven Wealth Partners, LLC
3,227$234.4K0.1%ETFMediumRed Bank, NJ2026-10-16
Brady Martz Wealth Solutions, LLC
3,160$229.5K0.0%ETFLowGrand Forks, ND2026-11-05
Sugar Maple Asset Management, LLC
3,142$228.2K0.1%ETFMediumSister Bay, WI2026-10-13
POM Investment Strategies, LLC
3,128$227.2K0.2%ETFVery HighRaleigh, NC2026-10-20
Almanack Investment Partners, Llc.
3,122$226.8K0.0%ETFMediumNewtown Square, PA2026-11-03
Arkfeld Wealth Strategies, L.L.C.
3,120$226.2K0.1%ValueLowOmaha, NE2026-10-19
Allen Investment Management, LLC
3,100$225.3K0.0%MomentumMediumNew York, NY2026-11-03
GR Financial Group, LLC
3,081$223.8K0.0%ETFMediumTucson, AZ2026-10-27
Sprinkle Financial Consultants LLC
3,016$219.1K0.1%ETFLowLittleton, CO2026-10-09
RS Crum Inc.
3,010$218.6K0.0%ETFVery LowNewport Beach, CA2026-10-19
Apella Capital, LLC
3,005$217.8K0.0%ETFVery LowWest Hartford, CT2026-10-08
Crescent Grove Advisors, LLC
3,000$217.9K0.0%ETFLowLake Forest, IL2026-10-21
Weatherly Asset Management L. P.
2,955$214.7K0.0%GrowthVery LowDel Mar, CA2026-10-20
Robinswood Financial LLC
2,924$208.0K0.1%ETFVery LowKirkland, WA2026-10-20
Compass Financial Management LLC
2,920$212.1K0.0%CoreN/ATampa, FL2026-10-30
Thrivent Financial for Lutherans
2,916$2150.0%GARPMediumMinneapolis, MN2026-11-05
6th Street Advisors, LLC
2,818$204.7K0.1%ETFVery LowDaphne, AL2026-10-14
Harmony Asset Management LLC
2,767$201.0K0.1%GrowthMediumScottsdale, AZ2026-10-20
Moisand Fitzgerald Tamayo, LLC
2,753$200.0K0.0%ETFVery LowOrlando, FL2026-10-15
Quest 10 Wealth Builders, Inc.
2,715$197.2K0.1%ETFLowFuquay-Varina, VA2026-11-02
Highline Wealth Partners LLC
2,644$192.1K0.0%ETFMediumSherman Oaks, CA2026-10-19
Stone House Investment Management, LLC
2,637$191.6K0.0%ETFMediumTunkhannock, PA2026-10-23
Noble Wealth Management PBC
2,548$185.1K0.1%YieldMediumGreenwood Village, CO2026-10-01
Brown, Lisle Ings, Inc.
2,515$182.7K0.0%CoreVery LowProvidence, RI2026-10-16
CKW Financial Group
2,494$1840.0%ETFVery LowHonolulu, HI2026-10-29
Rosenberg Matthew Hamilton
2,343$170.2K0.0%ETFVery LowGrand Junction, CO2026-10-05
Downshift Financial, LLC
2,107$153.1K0.1%ETFLowBoulder, CO2026-10-13
Root Financial Partners, LLC
2,073$150.6K0.0%ETFMediumEncinitas, CA2026-10-21
Firethorn Wealth Partners, LLC
2,053$149.1K0.0%ETFLowAugusta, GA2026-10-14
United Financial Planning Group LLC
1,995$144.9K0.1%ETFHighHauppauge, NY2026-11-04
Hilton Head Capital Partners, LLC
1,718$124.8K0.1%CoreMediumHilton Head Island, SC2026-10-23
Strategic Advocates LLC
1,591$115.6K0.4%GrowthLowSacramento, CA2026-11-03
Ascentis Independent Advisors
1,558$113.2K0.0%ETFLowDallas, TX2026-11-03
StrongBox Wealth, LLC
1,500$109.0K0.0%GrowthLowLee'S Summit, MO2026-11-02
Evermay Wealth Management LLC
1,493$108.5K0.0%ETFLowArlington, VA2026-11-05
MassMutual Private Wealth & Trust, FSB
1,430$103.9K0.0%CoreLowSpringfield, MA2026-10-05
Lodestone Wealth Management LLC
1,333$96.8K0.0%CoreLowSpokane, WA2026-10-14
Plante Moran Financial Advisors, LLC
1,292$93.9K0.0%ETFVery LowSouthfield, MI2026-11-04
Cranbrook Wealth Management, LLC
1,087$79.0K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Transce3nd, LLC
900$66.1K0.1%GrowthLowBuda, TX2026-10-26
Archer Investment Corp
822$59.7K0.0%CoreMediumCarmel, IN2026-11-05
Aspect Partners, LLC
810$58.9K0.0%ETFMediumFairfax, VA2026-10-20
Syntax Research, Inc.
785$57.0K0.0%ETFMediumBoca Raton, FL2026-11-04
Asset Planning,Inc
750$54.5K0.0%CoreVery LowLos Alamitos, CA2026-10-26
Canton Hathaway, LLC
725$52.7K0.0%ValueLowProvidence, RI2026-10-23
Ashurst Perkins Coie Trust Co
680$49.4K0.0%CoreVery LowSeattle, WA2026-10-15
Southern Michigan Bank & Trust
665$48.3K0.0%ETFLowColdwater, MI2026-10-19
Physician Wealth Advisors, Inc.
625$45.4K0.0%ETFMediumMidvale, UT2026-10-20
Birchbrook, Inc.
600$43.6K0.0%ETFLowBangor, ME2026-10-14
Golden State Wealth Management, LLC
597$43.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Mather Group, Llc.
578$42.0K0.0%ETFMediumChicago, IL2026-10-14
Rossby Financial, LCC
572$41.6K0.0%ETFMediumMelbourne, FL2026-11-05
Wilkerson Advisory Group LLC
511$37.1K0.0%ETFMediumColumbia, MO2026-10-20
Latitude Advisors, LLC
510$37.0K0.0%ETFLowYorkville, IL2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
408$29.6K0.0%GrowthMediumIndianapolis, IN2026-10-14
Financial Network Wealth Advisors LLC
401$29.1K0.0%ETFLowMurray, UT2026-10-28
Lynch Investment Planning, LLC
339$24.7K0.0%ETFLowNewtown Square, PA2026-10-27
Financial Consulate, Inc
338$24.6K0.0%ETFLowHunt Valley, MD2026-10-23
Provenance Wealth Advisors, LLC
314$22.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Westside Investment Management, Inc.
300$22.0K0.0%GrowthLowSanta Monica, CA2026-11-02
Fortitude Family Office, LLC
294$21.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Country Trust Bank
270$19.6K0.0%GrowthLowBloomington, IL2026-10-30
SJS Investment Consulting Inc.
240$17.4K0.0%ETFVery LowSylvania, OH2026-10-26
Salomon & Ludwin, LLC
203$14.7K0.0%ETFVery LowRichmond, VA2026-10-29
Main Street Group, LTD
200$14.5K0.0%ETFMediumGlen Allen, VA2026-10-28
Pathway Financial Advisers, LLC
195$14.2K0.0%CoreLowAuburn, IN2026-10-27
Raleigh Capital Management Inc.
152$11.0K0.0%CoreMediumCary, NC2026-10-28
Kelleher Financial Advisors
150$10.9K0.0%CoreMediumNew York, NY2026-10-30
Comprehensive Financial Planning, Inc.
128$9.3K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Atwood & Palmer Inc
125$9.1K0.0%CoreVery LowKansas City, MO2026-10-08
Avion Wealth
120$80.0%ETFLowThe Woodlands, TX2026-11-04
TD Waterhouse Canada Inc.
103$7.6K0.0%CoreLowToronto, Australia2026-10-16
Key Capital Management, Inc
82$6.0K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
High Point Wealth Management, LLC
81$5.9K0.0%ETFLowChester, NJ2026-11-05
Evolution Wealth Management Inc.
52$3.8K0.0%ETFMediumFort Myers, FL2026-10-28
Assetmark, Inc
47$3.4K0.0%ETFLowConcord, CA2026-10-21
Ares Financial Consulting, LLC
45$3.3K0.0%CoreLowCalabasas, CA2026-10-19
Pension & Wealth Management Advisors, Inc.
44$3.3K0.0%ETFLowWaltham, MA2026-10-16
Montgomery Financial Services LLC
38$2.8K0.0%ETFN/AOcean City, MD2026-11-03
Tounjian Advisory Partners, LLC
38$2.8K0.0%GrowthHighFort Myers, FL2026-11-04
GHP Investment Advisors, Inc.
36$2.6K0.0%CoreVery LowDenver, CO2026-10-15
Vision Financial Markets LLC
35$2.6K0.0%CoreLowStamford, CT2026-10-22
Legacies Wealth LLC
33$2.4K0.0%ETFLowMinnetonka, MN2026-11-02
Essential Investment Partners LLC
20$1.5K0.0%GrowthLowEnglewood, CO2026-10-27
DecisionPoint Financial, LLC
20$1.5K0.0%ETFVery LowMesa, AZ2026-10-27
GS Investments, Inc.
18$1.3K0.0%CoreVery LowEagan, MN2026-11-05
Wolff Wiese Magana LLC
16$1.2K0.0%GrowthLowCarslbad, CA2026-10-15
Networth Advisors, LLC
15$1.1K0.0%ETFMediumCanonsburg, PA2026-11-03
Jacobi Capital Management LLC
14$1.0K0.0%CoreLowPittston, PA2026-11-05
Mowery & Schoenfeld Wealth Management, LLC
10$7270.0%GrowthMediumLincolnshire, IL2026-10-28
Holos Integrated Wealth LLC
10$7110.0%ETFLowKennett Square, PA2026-10-23
Valley National Advisers Inc
10$7270.0%ETFLowBethlehem, PA2026-10-23
Cassaday & Co Wealth Management LLC
10$7270.0%ETFVery LowMclean, VA2026-10-27
Valued Wealth Advisors LLC
9$6540.0%IndexVery LowHolladay, UT2026-11-05
Signature Resources Capital Management, LLC
9$6540.0%ETFLowNewport Beach, CA2026-10-16
Hughes Financial Services, LLC
5$3510.0%ETFLowHerndon, VA2026-10-30
Balance Wealth Partners LLC
0$00.0%ETFMediumWorthington, OH2026-10-27