IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Fidelity Total Bond ETF (FBND)

CUSIP: 316188309 | NYSE | 1290 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC7,914,713
0.4% of portfolio›$342.7M
Country Trust Bank7,309,570
5.5% of portfolio›$316.5M
SAX Wealth Advisors, LLC6,727,943
8.3% of portfolio›$291.3M
Kestra Advisory Services, LLC4,720,946
0.6% of portfolio›$204.4M
Legacy Wealth Management, LLC4,559,893
10.4% of portfolio›$197.4M
Mather Group, Llc.4,097,784
1.5% of portfolio›$177.4M
Retirement Planning Group, LLC3,317,717
3.6% of portfolio›$143.7M
Sagespring Wealth Partners, LLC3,229,834
2.1% of portfolio›$139.9M
Forvis Mazars Wealth Advisors, LLC3,025,737
2.2% of portfolio›$131.0M
Summit Financial Strategies, Inc.2,546,072
7.6% of portfolio›$110.2M
McKinley Carter Wealth Services, Inc.2,523,780
5.6% of portfolio›$109.3M
Concurrent Investment Advisors, LLC2,139,542
0.6% of portfolio›$92.6M
Valeo Financial Advisors, LLC2,047,605
1.8% of portfolio›$83.5M
Ullmann Wealth Partners Group, LLC1,856,413
7.2% of portfolio›$80.4M
Syntegra Private Wealth Group, LLC1,630,290
5.4% of portfolio›$70.6M
Cambridge Investment Research Advisors, Inc.1,622,406
0.4% of portfolio›$70.3M
Wealthcare Advisory Partners LLC1,513,363
1.1% of portfolio›$65.5M
HUB Investment Partners, LLC1,476,011
1.1% of portfolio›$63.9M
RFG Advisory, LLC1,395,124
0.9% of portfolio›$60.4M
Sunburst Financial Group, LLC1,293,160
8.9% of portfolio›$56.0M
Harbor Group, Inc.1,159,007
5.9% of portfolio›$50.2M
McGlone Suttner Wealth Management, Inc.1,154,583
5.8% of portfolio›$50.0M
Dynamic Advisor Solutions LLC1,131,098
1.4% of portfolio›$49.0M
Olio Financial Planning1,127,218
12.1% of portfolio›$48.8M
W.G. Shaheen & Associates DBA Whitney & Co1,054,139
3.3% of portfolio›$45.6M
Crane Advisory, LLC1,026,155
6.3% of portfolio›$44.4M
WestHill Financial Advisors, Inc.1,015,500
7.4% of portfolio›$44.0M
Brookstone Capital Management987,891
0.4% of portfolio›$42.8M
Shakespeare Wealth Management, LLC978,216
8.2% of portfolio›$42.4M
Sherrill & Hutchins Financial Advisory, Inc969,603
20.3% of portfolio›$42.0M
Larson Financial Group LLC953,256
1.0% of portfolio›$41.3M
Correct Capital Wealth Management945,262
6.9% of portfolio›$40.9M
Coyle Financial Counsel LLC939,278
7.5% of portfolio›$40.7M
Lineweaver Wealth Advisors, LLC934,473
4.7% of portfolio›$40.5M
Power Wealth Management LLC919,608
13.5% of portfolio›$39.8M
Weatherly Asset Management L. P.907,833
2.8% of portfolio›$39.4M
Aspiriant, LLC866,720
0.9% of portfolio›$37.5M
Able Financial Group, LLC862,676
5.8% of portfolio›$37.4M
KFG Wealth Management, LLC860,706
4.0% of portfolio›$37.3M
Henderson Brothers Financial Partners, LLC850,483
13.4% of portfolio›$36.8M
Compass Ion Advisors, LLC841,373
3.1% of portfolio›$36.4M
Mascoma Wealth Management LLC831,803
6.5% of portfolio›$36.0M
Kestra Private Wealth Services, LLC813,059
0.4% of portfolio›$35.2M
Scott Capital Advisors, LLC804,410
5.0% of portfolio›$34.8M
Vicus Capital784,391
2.2% of portfolio›$34.0M
Founders Financial Securities LLC778,543
1.7% of portfolio›$33.7M
Stone House Investment Management, LLC778,448
4.4% of portfolio›$33.7M
Cyndeo Wealth Partners, LLC737,489
1.4% of portfolio›$31.9M
Souders Financial Advisors725,057
3.1% of portfolio›$31.4M
Creative Planning706,986
0.0% of portfolio›$30.6M
Pension & Wealth Management Advisors, Inc.696,387
6.8% of portfolio›$30.2M
Valley National Advisers Inc688,428
3.3% of portfolio›$29.8M
Farther Finance Advisors, LLC687,489
0.2% of portfolio›$29.8M
Koshinski Asset Management, Inc.680,939
1.5% of portfolio›$29.5M
WBH Advisory Inc680,477
2.0% of portfolio›$29.5M
Wealth Management Resources, Inc.678,272
9.1% of portfolio›$29.4M
BG Investment Services, LLC672,231
4.3% of portfolio›$29.1M
Wealth Alliance Advisory Group, LLC671,936
4.1% of portfolio›$29.1M
Sard Wealth Management Group, LLC640,420
11.1% of portfolio›$27.7M
Targeted Financial Services LLC611,150
19.4% of portfolio›$26.5M
Andrews Advisory Associates, LLC593,175
12.0% of portfolio›$25.7M
SilverOak Wealth Management LLC593,143
3.1% of portfolio›$25.7M
Perigon Wealth Management, LLC581,358
0.4% of portfolio›$25.2M
Rise Advisors, LLC576,937
7.0% of portfolio›$25.0M
Hunter Associates Investment Management LLC569,828
5.4% of portfolio›$24.7M
DeDora Capital, Inc.569,345
5.5% of portfolio›$24.7M
EnRich Financial Partners LLC559,534
5.8% of portfolio›$24.2M
Spire Wealth Management557,120
0.7% of portfolio›$24.1M
Capital Wealth Management, LLC554,146
5.5% of portfolio›$24.0M
Lebenthal Global Advisors, LLC525,237
3.0% of portfolio›$22.7M
Pittenger & Anderson Inc515,928
0.8% of portfolio›$22.3M
KFA Private Wealth Group, LLC510,987
5.2% of portfolio›$22.1M
Watchman Group, Inc.481,578
4.8% of portfolio›$20.9M
Financial & Tax Architects, LLC479,844
4.3% of portfolio›$20.8M
PCA Investment Advisory Services Inc.475,887
5.6% of portfolio›$20.6M
Wealth Enhancement Advisory Services, LLC472,319
0.0% of portfolio›$20.5M
Occidental Asset Management, LLC467,978
1.8% of portfolio›$20.3M
CPA Asset Management Group, LLC464,415
5.6% of portfolio›$20.1M
tru Independence LLC455,303
8.4% of portfolio›$19.7M
Cornerstone Wealth Group, LLC455,262
1.1% of portfolio›$19.7M
Ashton Thomas Private Wealth, LLC449,590
0.4% of portfolio›$19.5M
Gainline Financial Partners, LLC445,423
16.8% of portfolio›$19.3M
Prime Capital Investment Advisors, LLC440,074
0.2% of portfolio›$19.1M
Buttonwood Financial Advisors Inc.430,577
5.6% of portfolio›$18.6M
TrueWealth Advisors, LLC428,100
4.2% of portfolio›$18.5M
Baker Boyer National Bank424,900
5.1% of portfolio›$18.4M
D.A. Davidson & Co.421,228
0.1% of portfolio›$18.2M
Truist Financial Corp418,085
0.0% of portfolio›$18.1M
Pearl Planning LLC416,375
7.5% of portfolio›$18.0M
Waterway Wealth Management, LLC406,651
3.2% of portfolio›$16.9M
Selby Wealth Management, LLC398,111
6.1% of portfolio›$17.2M
Schneider Downs Wealth Management Advisors, LP395,583
1.6% of portfolio›$17.1M
Destiny Wealth Partners, LLC385,777
1.7% of portfolio›$17.0M
Courier Capital LLC366,772
0.8% of portfolio›$15.9M
EdgeRock Capital LLC365,866
3.4% of portfolio›$15.8M
ETF Portfolio Partners, Inc.362,653
3.9% of portfolio›$15.7M
Forbes Financial Planning, Inc.358,580
8.5% of portfolio›$15.5M
15 Wealth Advisors LLC358,442
3.9% of portfolio›$15.5M
Baker Ellis Asset Management LLC355,361
1.7% of portfolio›$15.4M
Sentinel Pension Advisors, LLC351,930
1.9% of portfolio›$15.2M
Salus Financial Advisors, LLC351,186
7.3% of portfolio›$15.2M
Vise Technologies, Inc.347,182
0.1% of portfolio›$15.0M
Genesis Private Wealth, LLC345,605
4.2% of portfolio›$15.0M
OpenArc Corporate Advisory, LLC342,052
0.2% of portfolio›$14.8M
Apella Capital, LLC341,964
0.2% of portfolio›$14.8M
Cyr Financial Inc.335,580
7.1% of portfolio›$14.5M
TrustWell Financial Advisors, LLC330,371
12.2% of portfolio›$14.3M
Physician Wealth Advisors, Inc.325,961
1.6% of portfolio›$14.1M
Rooted Wealth Advisors, Inc.324,065
3.6% of portfolio›$14.7M
Unique Wealth Strategies, LLC323,842
5.4% of portfolio›$14.7M
Mountain Hill Investment Partners Corp.320,948
7.5% of portfolio›$13.9M
LongView Wealth Management319,331
3.3% of portfolio›$13.8M
Steph & Co316,767
3.5% of portfolio›$13.7M
Destiny Capital Corp298,680
6.1% of portfolio›$12.9M
Cornerstone Wealth Management, LLC292,926
0.5% of portfolio›$12.7M
Atria Investments, Inc291,881
0.1% of portfolio›$12.6M
Members Wealth LLC291,572
6.3% of portfolio›$12.6M
Barry Investment Advisors, LLC283,831
2.4% of portfolio›$12.3M
Holos Integrated Wealth LLC279,327
5.5% of portfolio›$12.2M
Lincoln Capital Corp277,296
3.9% of portfolio›$12.0M
Summit Wealth Group LLC / Co269,482
0.7% of portfolio›$11.7M
Hicks Capital Management LLC265,775
9.9% of portfolio›$12.1M
CMG Global Holdings, LLC264,662
5.1% of portfolio›$11.5M
Dickmeyer Boyce Financial Management, Inc.263,383
5.8% of portfolio›$11.4M
Meriwether Wealth & Planning, LLC262,746
5.1% of portfolio›$11.4M
Provident Living Financial Services, Inc.261,790
11.2% of portfolio›$11.6M
Clarity Wealth Advisors, LLC260,883
2.0% of portfolio›$11.3M
Centerline Wealth Advisors, LLC260,669
3.5% of portfolio›$11.3M
USAdvisors Wealth Management, LLC258,435
12.9% of portfolio›$11.2M
Triangle Securities Wealth Management247,442
2.1% of portfolio›$10.7M
CMH Wealth Management LLC245,083
1.6% of portfolio›$10.7M
OmniStar Financial Group, Inc.242,726
4.6% of portfolio›$10.5M
PFG Advisors242,025
0.5% of portfolio›$10.5M
Essex LLC238,204
1.6% of portfolio›$10.3M
Diversify Advisory Services, LLC235,506
0.2% of portfolio›$10.3M
Diversify Wealth Management, LLC235,506
0.2% of portfolio›$10.3M
Flavin Financial Services, Inc.225,694
5.3% of portfolio›$9.8M
Schuylkill Financial LLC225,540
9.6% of portfolio›$9.8M
Schmidt P J Investment Management Inc213,334
1.4% of portfolio›$9.2M
B. Riley Wealth Advisors, Inc.211,305
0.4% of portfolio›$9.1M
Clarity Retirement & Wealth, LLC208,684
6.2% of portfolio›$9.0M
Insight Wealth Partners, LLC208,317
1.2% of portfolio›$9.0M
Wingate Wealth Advisors, Inc.206,651
3.7% of portfolio›$8.9M
Mayfair Advisory Group, LLC206,387
2.6% of portfolio›$8.9M
Essential Planning, Llc.204,785
2.4% of portfolio›$8.9M
Abundance Wealth Counselors204,646
1.3% of portfolio›$8.9M
Weaver Consulting Group198,196
1.7% of portfolio›$8.6M
Landmark Wealth Management, LLC191,647
2.0% of portfolio›$8.3M
Financial Synergies Wealth Advisors, Inc.189,781
0.7% of portfolio›$8.2M
BOS Asset Management, LLC188,642
1.9% of portfolio›$8.2M
Keystone Wealth Services, LLC182,934
1.4% of portfolio›$7.9M
Strata Wealth Advisors, LLC179,980
1.8% of portfolio›$7.8M
Unique Wealth, LLC179,783
0.9% of portfolio›$7.8M
Visionary Wealth Advisors179,632
0.3% of portfolio›$7.8M
Titleist Asset Management, LLC178,054
0.5% of portfolio›$7.7M
Parcion Private Wealth LLC177,812
0.4% of portfolio›$7.7M
Financial Management Network Inc176,232
1.1% of portfolio›$7.6M
Mccarter Private Wealth Services LLC174,058
2.6% of portfolio›$7.5M
Armor Investment Advisors, LLC172,397
2.4% of portfolio›$7.5M
Sigma Planning Corp171,894
0.2% of portfolio›$7.4M
Cooper Financial Group169,041
0.6% of portfolio›$7.3M
Parallel Advisors, LLC167,984
0.1% of portfolio›$7.3M
Keenan, LLC166,673
5.0% of portfolio›$7.2M
Sentinel Advisory Group, LLC166,169
2.9% of portfolio›$7.2M
Simplicity Wealth,LLC164,754
0.2% of portfolio›$7.1M
TD Waterhouse Canada Inc.161,019
0.0% of portfolio›$7.0M
Merkkuri Wealth Advisors LLC156,605
4.2% of portfolio›$6.8M
Victory Financial Group, LLC151,952
0.6% of portfolio›$6.6M
InTrack Investment Management Inc151,578
3.2% of portfolio›$6.6M
Jeter Robert S II151,490
4.4% of portfolio›$6.6M
Accelerate Investment Advisors LLC149,548
3.6% of portfolio›$6.5M
Valley Wealth Managers, Inc.145,662
0.4% of portfolio›$6.3M
TFB Advisors LLC145,195
2.6% of portfolio›$6.3M
BridgePort Financial Solutions, LLC143,333
1.4% of portfolio›$6.2M
MCF Advisors LLC142,171
0.2% of portfolio›$6.2M
Oppenheimer & Co Inc141,571
0.1% of portfolio›$6.1M
Williams & Novak Wealth Management, LLC136,610
3.5% of portfolio›$5.9M
RCS Financial Planning, LLC135,145
3.2% of portfolio›$5.9M
Align Financial, LLC134,736
2.8% of portfolio›$5.8M
Clearwave Capital, LLC133,058
3.0% of portfolio›$5.8M
Opal Wealth Advisors, LLC130,941
1.2% of portfolio›$5.7M
Silverlake Wealth Management LLC130,337
1.1% of portfolio›$5.6M
RDA Financial Network129,794
1.2% of portfolio›$5.6M
M Holdings Securities, Inc.127,188
0.0% of portfolio›$5.6K
Primoris Wealth Advisors, LLC126,802
2.6% of portfolio›$5.5M
Chesley Taft & Associates LLC124,815
0.2% of portfolio›$5.4M
Intrua Financial, LLC123,371
0.5% of portfolio›$5.3M
IFP Advisors, Inc122,635
0.1% of portfolio›$5.3M
Quad-Cities Investment Group, LLC119,101
1.8% of portfolio›$5.2M
Flagship Harbor Advisors, LLC115,653
0.2% of portfolio›$5.0M
Maple Capital Management, Inc.112,980
0.3% of portfolio›$4.9M
Rede Wealth, LLC110,151
1.6% of portfolio›$4.8M
Ipsen Advisor Group LLC110,109
3.2% of portfolio›$4.8M
Allen Capital Group, LLC109,109
0.4% of portfolio›$4.7M
Axxcess Wealth Management, LLC107,168
0.2% of portfolio›$4.6M
First United Bank & Trust106,800
1.3% of portfolio›$4.6M
Advisor OS, LLC106,462
0.3% of portfolio›$4.6M
PKS Advisory Services, LLC106,321
0.8% of portfolio›$4.8M
Onyx Bridge Wealth Group LLC105,597
0.4% of portfolio›$4.6M
Family Capital Management, Inc.104,305
1.7% of portfolio›$4.5M
DecisionMap Wealth Management, LLC104,190
2.5% of portfolio›$4.5M
Fell Capital Management103,942
3.9% of portfolio›$4.5M
Eagle Rock Investment Company, LLC101,947
0.6% of portfolio›$4.4M
Centurion Wealth Management LLC99,888
1.0% of portfolio›$4.3M
Hoxton Planning & Management, LLC99,786
1.1% of portfolio›$4.3M
Cornerstone Wealth, LLC97,597
2.1% of portfolio›$4.3M
KG Capital Management94,948
2.5% of portfolio›$4.1M
Carnegie Investment Counsel87,525
0.1% of portfolio›$3.8M
Paragon Advisors, LLC86,953
0.7% of portfolio›$3.8M
Bryant Woods Investment Advisors, LLC85,975
1.0% of portfolio›$3.7M
Bucket List Wealth Management, LLC85,473
1.8% of portfolio›$3.7M
Leelyn Smith, LLC84,766
0.4% of portfolio›$3.7M
Riverbend Wealth Management, LLC83,868
1.7% of portfolio›$3.6M
Mission Financial Group, LLC83,808
2.9% of portfolio›$3.6M
Apollon Financial, LLC83,545
0.4% of portfolio›$3.6M
Red Mountain Financial, LLC82,969
3.0% of portfolio›$3.6M
Ascentis Independent Advisors82,402
0.2% of portfolio›$3.6M
21 West Wealth Management LLC82,293
3.1% of portfolio›$3.6M
Creative Financial Designs Inc82,213
0.2% of portfolio›$3.6M
Fiduciary Alliance LLC81,217
0.3% of portfolio›$3.5M
Clearview Wealth Management LLC80,642
2.6% of portfolio›$3.5M
Walker Financial Services, Inc.75,337
1.0% of portfolio›$3.3M
Crosspoint Financial, LLC75,066
6.4% of portfolio›$3.3M
Soltis Investment Advisors LLC73,622
0.1% of portfolio›$3.2M
Norris Perne & French LLP73,480
0.1% of portfolio›$3.2M
Benchmark Financial Wealth Advisors, LLC72,006
0.7% of portfolio›$3.1M
Split Rock Private Trading & Wealth Management, LLC71,561
2.1% of portfolio›$3.1M
Cullen T Bankers, Inc.70,511
0.0% of portfolio›$3.1M
Professional Financial Advisors, LLC69,892
0.5% of portfolio›$3.0M
Capital Asset Advisory Services LLC68,753
0.1% of portfolio›$3.0M
Woodside Wealth Management LLC68,578
2.0% of portfolio›$3.0M
Kearns & Associates LLC68,035
1.4% of portfolio›$2.9M
Midwest Financial Network, LLC65,937
1.9% of portfolio›$2.9M
Legacy Solutions, LLC64,924
2.1% of portfolio›$2.8M
Verity Asset Management, Inc.64,260
1.1% of portfolio›$2.8M
Harmony Asset Management LLC62,977
0.7% of portfolio›$2.7M
Peterson Wealth Advisors, LLC61,855
0.3% of portfolio›$2.7M
Sage Private Wealth Group, LLC60,374
0.9% of portfolio›$2.6M
Indivisible Partners59,792
0.1% of portfolio›$2.6M
Worth Asset Management, LLC58,178
0.7% of portfolio›$2.5M
Gerber, LLC58,085
1.1% of portfolio›$2.5M
Bright Financial Advisors, Inc.56,987
1.0% of portfolio›$2.5M
Rinkey Investments56,783
0.6% of portfolio›$2.5M
United Advisor Group, LLC55,761
0.2% of portfolio›$2.4M
Sugar Maple Asset Management, LLC55,170
1.4% of portfolio›$2.4M
Ascent Group, LLC55,151
0.1% of portfolio›$2.4M
Transcendent Capital Group LLC54,846
1.0% of portfolio›$2.4M
AdvisorNet Financial, Inc54,795
0.1% of portfolio›$2.4M
Eley Financial Management, Inc54,009
0.8% of portfolio›$2.3M
Powell Investment Advisors, LLC53,937
0.7% of portfolio›$2.3M
Kuhn & Co Investment Counsel53,607
1.3% of portfolio›$2.3M
Bond & Devick Financial Network, Inc.53,522
0.6% of portfolio›$2.3M
Uptick Partners, LLC53,180
0.3% of portfolio›$2.3M
XY Planning Network, Inc.52,754
0.2% of portfolio›$2.3M
Foronjy Financial LLC52,523
0.8% of portfolio›$2.3M
Next Level Wealth Planning, LLC52,060
0.9% of portfolio›$2.3M
Wise Wealth Partners52,039
4.1% of portfolio›$2.3M
Fifth Third Securities, Inc.51,506
0.1% of portfolio›$2.2M
Warwick Investment Management, Inc.50,083
0.2% of portfolio›$2.2M
Interchange Capital Partners, LLC48,894
0.4% of portfolio›$2.1M
Mascagni Wealth Management, Inc.48,841
1.3% of portfolio›$2.1M
CRA Financial Services, LLC48,478
0.2% of portfolio›$2.1M
Galvin, Gaustad & Stein, LLC48,377
0.2% of portfolio›$2.1M
Bangor Savings Bank48,039
0.2% of portfolio›$2.1M
Defined Wealth Management, LLC47,520
1.1% of portfolio›$2.1M
StoneX Group Inc.46,722
0.1% of portfolio›$2.0M
Plan A Wealth LLC44,641
0.7% of portfolio›$1.9M
MFG Investments, LLC42,805
2.0% of portfolio›$1.9M
First Bank & Trust42,404
0.3% of portfolio›$1.8M
Lido Advisors, LLC41,605
0.0% of portfolio›$1.8M
Fullerton Advisors, LLC41,111
1.7% of portfolio›$1.8M
McAdam, LLC40,377
0.1% of portfolio›$1.7M
Iron Financial LLC39,154
0.7% of portfolio›$1.7M
Ballast Financial Advisors LLC39,120
1.6% of portfolio›$1.7M
Magnus Financial Group LLC38,695
0.1% of portfolio›$1.7M
Lakeshore Capital Group, Inc.37,494
1.0% of portfolio›$1.6M
Shore Point Advisors, LLC34,928
0.4% of portfolio›$1.1M
Fairvoy Private Wealth, LLC34,688
0.3% of portfolio›$1.5M
JFS Wealth Advisors, LLC34,303
0.1% of portfolio›$1.5M
Hartmann Taylor Wealth Management, LLC33,911
0.8% of portfolio›$1.5M
Avidian Wealth Enterprises, LLC33,650
0.0% of portfolio›$1.5M
CoreCap Advisors, LLC33,639
0.0% of portfolio›$1.5M
Dahring | Cusmano LLC33,528
0.7% of portfolio›$1.5M
Traveka Wealth, LLC32,931
0.4% of portfolio›$1.4M
Kestra Investment Management, LLC32,766
0.0% of portfolio›$1.4M
VestGen Advisors, LLC32,703
0.0% of portfolio›$1.4M
National Wealth Management Group, LLC32,564
0.4% of portfolio›$1.4M
WealthBridge Capital Management, LLC32,450
0.3% of portfolio›$1.4M
HB Wealth Management, LLC32,404
0.0% of portfolio›$1.4M
Connecticut Wealth Management, LLC32,165
0.1% of portfolio›$1.4M
Quadrant Capital Group LLC31,608
0.0% of portfolio›$1.4M
Independent Financial Group, LLC30,125
0.0% of portfolio›$1.3M
Waterfront Wealth Inc.29,777
0.2% of portfolio›$1.3M
NWF Advisory Services Inc.28,427
0.1% of portfolio›$1.2M
Steel Grove Capital Advisors, LLC26,988
0.1% of portfolio›$1.2M
Arwa LLC26,173
0.4% of portfolio›$1.1M
MMA Asset Management LLC26,017
0.4% of portfolio›$1.1M
Robertson Stephens Wealth Management, LLC25,780
0.0% of portfolio›$1.1M
Curtis Advisory Group, LLC25,633
0.2% of portfolio›$1.1M
Asempa Wealth Advisors25,520
0.8% of portfolio›$1.1M
Insight Wealth Strategies, LLC23,920
0.1% of portfolio›$1.0M
Latitude Advisors, LLC23,383
0.3% of portfolio›$1.0M
Bfsg, LLC23,035
0.1% of portfolio›$997.4K
RCW Management, LLC22,590
0.9% of portfolio›$978.1K
Cedar Point Capital Partners, LLC22,539
0.6% of portfolio›$975.9K
Post Resch Tallon Group Inc.22,522
0.7% of portfolio›$975.2K
Assetmark, Inc22,002
0.0% of portfolio›$952.7K
Traynor Capital Management, Inc.21,739
0.0% of portfolio›$941.3K
IFS Advisors, LLC21,670
0.3% of portfolio›$938.3K
Partners Wealth Management, LLC21,448
0.1% of portfolio›$932.2K
Cosner Financial Group, LLC20,684
0.5% of portfolio›$895.5K
CGN Advisors LLC20,126
0.1% of portfolio›$871.5K
Csenge Advisory Group19,353
0.0% of portfolio›$838.0K
FSM Wealth Advisors, LLC18,551
0.1% of portfolio›$806.0K
Trust Investment Advisors18,292
0.3% of portfolio›$792.0K
Golden State Wealth Management, LLC17,840
0.1% of portfolio›$772.5K
Insight Advisors, LLC/ PA17,833
0.1% of portfolio›$772.2K
Park Avenue Securities LLC17,465
0.0% of portfolio›$756.0K
Triad Wealth Partners, LLC17,140
0.0% of portfolio›$742.2K
Mainsail Financial Group, LLC16,617
0.2% of portfolio›$719.5K
Register Financial Advisors LLC16,608
0.2% of portfolio›$719.1K
KOM Wealth Management Group, LLC16,594
0.4% of portfolio›$718.5K
Chris Bulman Inc16,429
0.2% of portfolio›$711.4K
Elevation Wealth Management LLC16,251
0.5% of portfolio›$706.3K
Provenance Wealth Advisors, LLC15,798
0.0% of portfolio›$684.1K
Gaddis Premier Wealth Advisors LLC15,494
0.4% of portfolio›$670.9K
Trademark Financial Management, LLC15,428
0.3% of portfolio›$668.0K
Ledyard National Bank14,446
0.0% of portfolio›$625.5K
TradeWell Securities, Llc.14,338
0.2% of portfolio›$620.8K
AMG National Trust Bank14,319
0.0% of portfolio›$620.0K
Fortitude Advisory Group L.L.C.14,312
0.2% of portfolio›$619.7K
TD Private Client Wealth LLC14,171
0.0% of portfolio›$613.6K
Dupree Financial Group, LLC13,948
0.2% of portfolio›$603.9K
EverSource Wealth Advisors, LLC13,909
0.0% of portfolio›$602.3K
Mann Financial Group, Inc.13,786
0.5% of portfolio›$596.9K
Fortress Financial Group, LLC13,568
0.3% of portfolio›$587.5K
Regatta Capital Group, LLC13,346
0.1% of portfolio›$577.9K
Beam Wealth Advisors, Inc.13,237
0.1% of portfolio›$575.4K
Flagstar Securities, Inc13,123
0.2% of portfolio›$569.9K
William Howard & Co Financial Advisors Inc12,964
0.5% of portfolio›$561.3K
Burns Matteson Capital Management, LLC12,763
0.2% of portfolio›$552.6K
Towercrest Capital Management12,636
0.1% of portfolio›$547.1K
MidAtlantic Capital Management, Inc.12,605
0.3% of portfolio›$545.8K
Nova Financial LLC12,545
0.2% of portfolio›$543.2K
Miller Financial Services LLC12,409
0.4% of portfolio›$537.3K
Grimes & Co Wealth Management, LLC12,355
0.0% of portfolio›$535.0K
BIP Wealth, LLC12,144
0.0% of portfolio›$525.8K
First Heartland Consultants, Inc.12,100
0.0% of portfolio›$523.9K
John W. Brooker & Co., CPAs11,893
0.6% of portfolio›$515.0K
Asset One Wealth Management LLC11,877
0.0% of portfolio›$514.3K
Emerald Advisors, LLC11,727
0.1% of portfolio›$507.8K
Patriot Financial Group Insurance Agency, LLC11,557
0.0% of portfolio›$500.4K
CGC Financial Services, LLC11,527
0.1% of portfolio›$499.1K
MontVue Capital Management, Inc.11,247
0.3% of portfolio›$487.0K
Winebrenner Capital Management LLC11,226
0.3% of portfolio›$486.1K
Integrated Advisors Network LLC10,717
0.0% of portfolio›$464.0K
Plus Group Wealth Advisors LLC10,702
0.4% of portfolio›$463.4K
Invested Advisors10,701
0.4% of portfolio›$463.3K
PUREfi Wealth, LLC10,652
0.2% of portfolio›$461.2K
Milestone Asset Management, LLC10,340
0.1% of portfolio›$447.7K
Sowell Financial Services LLC10,120
0.0% of portfolio›$438.2K
GreatBanc Trust Co10,000
0.3% of portfolio›$433.0K
Seelaus Asset Management LLC9,605
0.3% of portfolio›$415.9K
Old Mission Investment Co LLC9,498
0.1% of portfolio›$412.8K
Focus Financial Network, Inc.9,498
0.0% of portfolio›$412.8K
Kingswood Wealth Advisors, LLC9,493
0.0% of portfolio›$411.0K
Abacus Planning Group, Inc.9,365
0.0% of portfolio›$405.5K
Boyum Wealth Architects LLC9,235
0.2% of portfolio›$399.7K
Breakwater Capital Group9,206
0.0% of portfolio›$398.6K
Investment Planning Advisors, Inc.9,194
0.1% of portfolio›$398.1K
Greenspring Advisors, LLC9,172
0.0% of portfolio›$397.1K
Apollon Wealth Management, LLC9,171
0.0% of portfolio›$397.1K
Guerra PAN Advisors, LLC9,119
0.2% of portfolio›$398.3K
LCW Services, LLC8,913
0.2% of portfolio›$385.9K
Caliber Wealth Management, LLC / KS8,748
0.0% of portfolio›$378.8K
Lazari Capital Management, Inc.8,674
0.1% of portfolio›$375.6K
Certified Advisory Corp8,666
0.0% of portfolio›$375.3K
Aurora Private Wealth, Inc.8,589
0.5% of portfolio›$372.0K
Dudley Capital Management, LLC8,480
0.1% of portfolio›$367.2K
James J. Burns & Company, LLC8,250
0.0% of portfolio›$357.2K
Advisory Solutions Group, LLC8,194
0.1% of portfolio›$354.8K
Reicon Wealth Advisors, LLC8,094
0.2% of portfolio›$350.5K
Wealth Quarterback LLC7,937
0.1% of portfolio›$343.7K
Investment Research Partners LLC7,934
0.1% of portfolio›$343.5K
Signature Estate & Investment Advisors LLC7,761
0.0% of portfolio›$336.0K
Caldwell Trust Co7,378
0.0% of portfolio›$319.5K
RMR Wealth Builders7,309
0.0% of portfolio›$317.7K
Root Financial Partners, LLC7,107
0.0% of portfolio›$307.7K
Bryn Mawr Trust Advisors, LLC6,945
0.0% of portfolio›$300.7K
Catalyst Investment Management LLC6,840
0.3% of portfolio›$296.2K
Sound Income Strategies, LLC6,524
0.0% of portfolio›$283.5K
Kingsman Wealth Management, Inc.6,413
0.1% of portfolio›$277.7K
Swmg, LLC6,338
0.1% of portfolio›$279.8K
Tcfg Investment Advisors, LLC6,322
0.1% of portfolio›$273.7K
Sensenig Capital Advisors, Inc6,312
0.2% of portfolio›$273.3K
Saxon Interests, Inc.6,286
0.1% of portfolio›$272.2K
Snider Financial Group5,906
0.1% of portfolio›$255.7K
Davenport & Co LLC5,837
0.0% of portfolio›$252.8K
Capital CS Group, LLC5,781
0.2% of portfolio›$250.3K
Apex Wealth Management, LLC5,781
0.1% of portfolio›$250.3K
World Equity Group, Inc.5,683
0.1% of portfolio›$246.1K
Foguth Wealth Management, Llc.5,609
0.0% of portfolio›$245.8K
Stevens Capital Partners5,538
0.0% of portfolio›$239.8K
Dynamic Financial Group5,520
0.2% of portfolio›$239.0K
Venture Visionary Partners LLC5,498
0.0% of portfolio›$238.1K
SeaCrest Wealth Management, LLC5,451
0.0% of portfolio›$236.0K
Verdence Capital Advisors LLC5,380
0.0% of portfolio›$232.9K
Beacon Capital Management, LLC5,333
0.0% of portfolio›$230.9K
Bridgelight Financial Advisors, Inc.5,240
0.2% of portfolio›$226.9K
Brighton Jones LLC5,213
0.0% of portfolio›$225.7K
ShoreHaven Wealth Partners, LLC5,154
0.1% of portfolio›$223.2K
Wealth Dimensions Group, Ltd.5,101
0.0% of portfolio›$220.9K
Kure Advisory, LLC5,087
0.1% of portfolio›$220.3K
Rose Capital Advisors LLC4,990
0.1% of portfolio›$216.1K
ADG Wealth Management Group, LLC4,911
0.1% of portfolio›$212.6K
Facet Wealth, Inc.4,857
0.0% of portfolio›$210.3K
Burke & Herbert Bank & Trust Co4,797
0.1% of portfolio›$207.7K
Barnes Dennig Private Wealth Management LLC4,442
0.2% of portfolio›$192.3K
Financial Perspectives, Inc3,863
0.0% of portfolio›$167.3K
Private Trust Co NA3,512
0.0% of portfolio›$152.1K
Archer Investment Corp3,485
0.0% of portfolio›$150.9K
Signature Equity Partners, LLC3,422
0.1% of portfolio›$148.2K
Lanark Financial, Inc.3,230
0.0% of portfolio›$139.9K
Glass Jacobson Investment Advisors llc3,217
0.0% of portfolio›$139.3K
Roxbury Financial LLC3,186
0.1% of portfolio›$137.9K
Capital Investment Advisory Services, LLC3,002
0.0% of portfolio›$130.5K
Tsfg, LLC2,897
0.1% of portfolio›$125.0K
Financial Management Professionals, Inc.2,330
0.0% of portfolio›$101.3K
Smallwood Wealth Investment Management, LLC2,112
0.0% of portfolio›$91.4K
Buck Wealth Strategies, LLC1,866
0.0% of portfolio›$80.8K
Wilmington Savings Fund Society, FSB1,820
0.0% of portfolio›$78.8K
Cape Investment Advisory, Inc.1,787
0.0% of portfolio›$77.4K
Blueline Advisors LLC1,659
0.1% of portfolio›$71.8K
KFG LLC1,623
0.0% of portfolio›$70.3K
Mosley Wealth Management1,451
0.0% of portfolio›$63.6K
Creative Capital Management Investments LLC1,241
0.0% of portfolio›$53.7K
Chung Wu Investment Group, LLC1,000
0.0% of portfolio›$43.3K
Rossby Financial, LCC989
0.0% of portfolio›$42.8K
Key Capital Management, Inc932
0.0% of portfolio›$40.4K
Brown, Lisle Ings, Inc.834
0.0% of portfolio›$36.1K
Maryland Capital Advisors Inc.823
0.0% of portfolio›$35.6K
Community Financial Services Group, LLC709
0.0% of portfolio›$30.7K
Flagship Wealth Advisors, LLC587
0.0% of portfolio›$25.4K
Clean Yield Group583
0.0% of portfolio›$25.2K
GHP Investment Advisors, Inc.559
0.0% of portfolio›$24.2K
Southern Michigan Bank & Trust500
0.0% of portfolio›$21.7K
Investors Research Corp395
0.0% of portfolio›$17.1K
Silver Grove Financial Group, Inc.305
0.0% of portfolio›$13.2K
Parkside Financial Bank & Trust272
0.0% of portfolio›$11.8K
Avion Wealth256
0.0% of portfolio›$11.0K
General Partner, Inc.230
0.0% of portfolio›$10.0K
Trust Co136
0.0% of portfolio›$5.9K
Cassaday & Co Wealth Management LLC123
0.0% of portfolio›$5.3K
Abound Wealth Management115
0.0% of portfolio›$5.0K
William Mack & Associates, Inc.110
0.0% of portfolio›$4.8K
GoalVest Advisory LLC89
0.0% of portfolio›$3.9K
Elevated Capital Advisors, LLC83
0.0% of portfolio›$3.6K
Salomon & Ludwin, LLC81
0.0% of portfolio›$3.5K
American Capital Advisory, LLC69
0.0% of portfolio›$3.0K
TFC Financial Management, Inc.65
0.0% of portfolio›$2.8K
Mcdonald Partners LLC50
0.0% of portfolio›$2.2K
Downshift Financial, LLC45
0.0% of portfolio›$1.9K
Pinnacle Bancorp, Inc.37
0.0% of portfolio›$1.6K
Trust Co of Vermont23
0.0% of portfolio›$996
Signaturefd, LLC18
0.0% of portfolio›$779
Citigroup Inc6
0.0% of portfolio›$260
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
7,914,713$342.7M0.4%ETFLowWaltham, MA2026-11-02
Country Trust Bank
7,309,570$316.5M5.5%GrowthLowBloomington, IL2026-10-30
SAX Wealth Advisors, LLC
6,727,943$291.3M8.3%ETFVery LowParsippany, NJ2026-10-13
Kestra Advisory Services, LLC
4,720,946$204.4M0.6%CoreLowAustin, TX2026-11-02
Legacy Wealth Management, LLC
4,559,893$197.4M10.4%ETFLowMemphis, TN2026-10-22
Mather Group, Llc.
4,097,784$177.4M1.5%ETFMediumChicago, IL2026-10-14
Retirement Planning Group, LLC
3,317,717$143.7M3.6%ETFVery LowLeawood, KS2026-10-19
Sagespring Wealth Partners, LLC
3,229,834$139.9M2.1%ETFLowFranklin, TN2026-10-22
Forvis Mazars Wealth Advisors, LLC
3,025,737$131.0M2.2%ETFVery LowSpringfield, MO2026-10-13
Summit Financial Strategies, Inc.
2,546,072$110.2M7.6%ETFLowColumbus, OH2026-10-14
McKinley Carter Wealth Services, Inc.
2,523,780$109.3M5.6%ETFMediumWheeling, WV2026-10-16
Concurrent Investment Advisors, LLC
2,139,542$92.6M0.6%GrowthMediumTampa, FL2026-10-16
Valeo Financial Advisors, LLC
2,047,605$83.5M1.8%ETFLowCarmel, IN2026-10-08
Ullmann Wealth Partners Group, LLC
1,856,413$80.4M7.2%ETFLowJacksonville Beach, FL2026-11-02
Syntegra Private Wealth Group, LLC
1,630,290$70.6M5.4%ETFLowChesterfield, MO2026-10-13
Cambridge Investment Research Advisors, Inc.
1,622,406$70.3M0.4%ETFLowFairfield, IA2026-11-02
Wealthcare Advisory Partners LLC
1,513,363$65.5M1.1%ETFLowWest Chester, PA2026-10-21
HUB Investment Partners, LLC
1,476,011$63.9M1.1%GrowthLowAustin, TX2026-11-03
RFG Advisory, LLC
1,395,124$60.4M0.9%ETFMediumBirmingham, AL2026-11-03
Sunburst Financial Group, LLC
1,293,160$56.0M8.9%ETFVery LowVestavia Hills, AL2026-10-09
Harbor Group, Inc.
1,159,007$50.2M5.9%ETFVery LowBedford, NH2026-10-14
McGlone Suttner Wealth Management, Inc.
1,154,583$50.0M5.8%ETFVery LowAppleton, WI2026-10-13
Dynamic Advisor Solutions LLC
1,131,098$49.0M1.4%ETFLowPhoenix, AZ2026-10-13
Olio Financial Planning
1,127,218$48.8M12.1%ETFVery LowMclean, VA2026-10-22
W.G. Shaheen & Associates DBA Whitney & Co
1,054,139$45.6M3.3%CoreLowRochester, NY2026-11-03
Crane Advisory, LLC
1,026,155$44.4M6.3%ETFVery LowFullerton, CA2026-10-13
WestHill Financial Advisors, Inc.
1,015,500$44.0M7.4%ETFVery LowSan Rafael, CA2026-10-14
Brookstone Capital Management
987,891$42.8M0.4%ETFMediumWheaton, IL2026-10-22
Shakespeare Wealth Management, LLC
978,216$42.4M8.2%ETFMediumPewaukee, WI2026-10-28
Sherrill & Hutchins Financial Advisory, Inc
969,603$42.0M20.3%ETFVery LowAtlanta, GA2026-10-14
Larson Financial Group LLC
953,256$41.3M1.0%GrowthLowSt Louis, MO2026-11-05
Correct Capital Wealth Management
945,262$40.9M6.9%ETFMediumClayton, MO2026-11-02
Coyle Financial Counsel LLC
939,278$40.7M7.5%ETFVery LowGlenview, IL2026-10-28
Lineweaver Wealth Advisors, LLC
934,473$40.5M4.7%ETFLowValley View, OH2026-10-13
Power Wealth Management LLC
919,608$39.8M13.5%ETFLowAlpharetta, GA2026-10-27
Weatherly Asset Management L. P.
907,833$39.4M2.8%GrowthVery LowDel Mar, CA2026-10-20
Aspiriant, LLC
866,720$37.5M0.9%ETFVery LowLos Angeles, CA2026-10-16
Able Financial Group, LLC
862,676$37.4M5.8%ETFLowScottsdale, AZ2026-10-14
KFG Wealth Management, LLC
860,706$37.3M4.0%ETFMediumGranger, IN2026-10-16
Henderson Brothers Financial Partners, LLC
850,483$36.8M13.4%ETFN/APittsburgh, PA2026-11-03
Compass Ion Advisors, LLC
841,373$36.4M3.1%ETFVery LowConshohocken, PA2026-10-23
Mascoma Wealth Management LLC
831,803$36.0M6.5%ETFVery LowHanover, NH2026-10-23
Kestra Private Wealth Services, LLC
813,059$35.2M0.4%GrowthLowAustin, TX2026-10-30
Scott Capital Advisors, LLC
804,410$34.8M5.0%ETFVery LowPortland, OR2026-10-13
Vicus Capital
784,391$34.0M2.2%ETFMediumState College, PA2026-11-05
Founders Financial Securities LLC
778,543$33.7M1.7%ETFMediumTowson, MD2026-10-28
Stone House Investment Management, LLC
778,448$33.7M4.4%ETFMediumTunkhannock, PA2026-10-23
Cyndeo Wealth Partners, LLC
737,489$31.9M1.4%CoreMediumSt. Petersburg, FL2026-10-16
Souders Financial Advisors
725,057$31.4M3.1%ETFLowCincinnati, OH2026-11-03
Creative Planning
706,986$30.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Pension & Wealth Management Advisors, Inc.
696,387$30.2M6.8%ETFLowWaltham, MA2026-10-16
Valley National Advisers Inc
688,428$29.8M3.3%ETFLowBethlehem, PA2026-10-23
Farther Finance Advisors, LLC
687,489$29.8M0.2%IndexLowSan Francisco, CA2026-10-08
Koshinski Asset Management, Inc.
680,939$29.5M1.5%ETFLowDecatur, IL2026-10-29
WBH Advisory Inc
680,477$29.5M2.0%ETFLowBaltimore, MD2026-11-05
Wealth Management Resources, Inc.
678,272$29.4M9.1%ETFVery LowSmithfield, RI2026-10-21
BG Investment Services, LLC
672,231$29.1M4.3%GrowthVery LowHagatna, GU2026-10-23
Wealth Alliance Advisory Group, LLC
671,936$29.1M4.1%CoreLowWichita, KS2026-10-14
Sard Wealth Management Group, LLC
640,420$27.7M11.1%ETFVery LowAtlanta, GA2026-10-16
Targeted Financial Services LLC
611,150$26.5M19.4%ETFLowSeminole, FL2026-10-19
Andrews Advisory Associates, LLC
593,175$25.7M12.0%ETFLowHonolulu, HI2026-10-15
SilverOak Wealth Management LLC
593,143$25.7M3.1%ETFVery LowEdina, MN2026-10-29
Perigon Wealth Management, LLC
581,358$25.2M0.4%GrowthLowSan Francisco, CA2026-10-22
Rise Advisors, LLC
576,937$25.0M7.0%ETFMediumRochester, NY2026-10-16
Hunter Associates Investment Management LLC
569,828$24.7M5.4%CoreLowPittsburgh, PA2026-10-26
DeDora Capital, Inc.
569,345$24.7M5.5%ETFVery LowNapa, CA2026-10-26
EnRich Financial Partners LLC
559,534$24.2M5.8%ETFVery LowMadison, WI2026-10-21
Spire Wealth Management
557,120$24.1M0.7%GrowthMediumMclean, VA2026-10-30
Capital Wealth Management, LLC
554,146$24.0M5.5%ETFVery LowW. Warwick, RI2026-10-27
Lebenthal Global Advisors, LLC
525,237$22.7M3.0%ETFMediumHauppauge, NY2026-10-28
Pittenger & Anderson Inc
515,928$22.3M0.8%CoreLowLincoln, NE2026-11-02
KFA Private Wealth Group, LLC
510,987$22.1M5.2%ETFLowTysons, VA2026-10-07
Watchman Group, Inc.
481,578$20.9M4.8%ETFLowPlano, TX2026-10-16
Financial & Tax Architects, LLC
479,844$20.8M4.3%CoreHighSt Louis, MO2026-10-15
PCA Investment Advisory Services Inc.
475,887$20.6M5.6%ETFVery LowCincinnati, OH2026-10-13
Wealth Enhancement Advisory Services, LLC
472,319$20.5M0.0%CoreLowPlymouth, MN2026-10-13
Occidental Asset Management, LLC
467,978$20.3M1.8%GrowthLowBurlingame, CA2026-11-05
CPA Asset Management Group, LLC
464,415$20.1M5.6%ETFMediumWest Palm Beach, FL2026-10-26
tru Independence LLC
455,303$19.7M8.4%ETFLowPortland, OR2026-10-20
Cornerstone Wealth Group, LLC
455,262$19.7M1.1%CoreMediumHuntersville, NC2026-11-02
Ashton Thomas Private Wealth, LLC
449,590$19.5M0.4%CoreMediumScottsdale, AZ2026-11-03
Gainline Financial Partners, LLC
445,423$19.3M16.8%ETFN/ALouisville, CO2026-10-15
Prime Capital Investment Advisors, LLC
440,074$19.1M0.2%ETFLowOverland Park, KS2026-10-20
Buttonwood Financial Advisors Inc.
430,577$18.6M5.6%GARPLowBaltimore, MD2026-10-13
TrueWealth Advisors, LLC
428,100$18.5M4.2%ETFMediumBirmingham, AL2026-10-09
Baker Boyer National Bank
424,900$18.4M5.1%ETFVery LowWalla Walla, WA2026-11-05
D.A. Davidson & Co.
421,228$18.2M0.1%CoreLowGreat Falls, MT2026-10-28
Truist Financial Corp
418,085$18.1M0.0%CoreLowCharlotte, NC2026-10-30
Pearl Planning LLC
416,375$18.0M7.5%ETFLowDexter, MI2026-10-13
Waterway Wealth Management, LLC
406,651$16.9M3.2%ETFMediumThe Woodlands, TX2026-10-28
Selby Wealth Management, LLC
398,111$17.2M6.1%ETFVery LowEmeryville, CA2026-10-16
Schneider Downs Wealth Management Advisors, LP
395,583$17.1M1.6%ETFVery LowPittsburgh, PA2026-10-27
Destiny Wealth Partners, LLC
385,777$17.0M1.7%ETFMediumTavares, FL2026-11-05
Courier Capital LLC
366,772$15.9M0.8%ETFLowBuffalo, NY2026-10-19
EdgeRock Capital LLC
365,866$15.8M3.4%ETFLowDenver, CO2026-11-03
ETF Portfolio Partners, Inc.
362,653$15.7M3.9%ETFVery LowLeawood, KS2026-10-22
Forbes Financial Planning, Inc.
358,580$15.5M8.5%ETFLowEast Greenwich, RI2026-10-23
15 Wealth Advisors LLC
358,442$15.5M3.9%ETFN/AMundelein, IL2026-10-14
Baker Ellis Asset Management LLC
355,361$15.4M1.7%GARPVery LowVancouver, WA2026-10-14
Sentinel Pension Advisors, LLC
351,930$15.2M1.9%ETFLowWakefield, MA2026-11-02
Salus Financial Advisors, LLC
351,186$15.2M7.3%ETFVery LowColorado Springs, CO2026-10-20
Vise Technologies, Inc.
347,182$15.0M0.1%IndexLowNew York, NY2026-10-29
Genesis Private Wealth, LLC
345,605$15.0M4.2%ETFLowAshburn, VA2026-11-02
OpenArc Corporate Advisory, LLC
342,052$14.8M0.2%GrowthLowAtlanta, GA2026-10-21
Apella Capital, LLC
341,964$14.8M0.2%ETFVery LowWest Hartford, CT2026-10-08
Cyr Financial Inc.
335,580$14.5M7.1%ETFLowHennepin, IL2026-10-16
TrustWell Financial Advisors, LLC
330,371$14.3M12.2%ETFMediumJacksonville, FL2026-10-15
Physician Wealth Advisors, Inc.
325,961$14.1M1.6%ETFMediumMidvale, UT2026-10-20
Rooted Wealth Advisors, Inc.
324,065$14.7M3.6%ETFLowBourbonnais, IL2026-11-03
Unique Wealth Strategies, LLC
323,842$14.7M5.4%CoreMediumBurr Ridge, IL2026-10-13
Mountain Hill Investment Partners Corp.
320,948$13.9M7.5%GrowthHighAtlantic Highlands, NJ2026-10-23
LongView Wealth Management
319,331$13.8M3.3%ETFLowAtlanta, GA2026-10-19
Steph & Co
316,767$13.7M3.5%ETFLowMarinette, WI2026-10-07
Destiny Capital Corp
298,680$12.9M6.1%ETFVery LowDenver, CO2026-11-03
Cornerstone Wealth Management, LLC
292,926$12.7M0.5%ETFVery LowSt. Peters, MO2026-11-04
Atria Investments, Inc
291,881$12.6M0.1%CoreMediumCharlotte, NC2026-10-15
Members Wealth LLC
291,572$12.6M6.3%ETFLowMedia, PA2026-10-20
Barry Investment Advisors, LLC
283,831$12.3M2.4%ETFLowNew Bedford, MA2026-10-14
Holos Integrated Wealth LLC
279,327$12.2M5.5%ETFLowKennett Square, PA2026-10-23
Lincoln Capital Corp
277,296$12.0M3.9%ETFMediumEast Greenwich, RI2026-10-13
Summit Wealth Group LLC / Co
269,482$11.7M0.7%ETFHighColorado Springs, CO2026-10-29
Hicks Capital Management LLC
265,775$12.1M9.9%ETFVery LowColumbus, OH2026-10-20
CMG Global Holdings, LLC
264,662$11.5M5.1%MomentumLowPlano, TX2026-10-14
Dickmeyer Boyce Financial Management, Inc.
263,383$11.4M5.8%CoreVery LowFort Wayne, IN2026-10-08
Meriwether Wealth & Planning, LLC
262,746$11.4M5.1%ETFMediumMinden, LA2026-10-13
Provident Living Financial Services, Inc.
261,790$11.6M11.2%GARPLowLehi, UT2026-11-03
Clarity Wealth Advisors, LLC
260,883$11.3M2.0%ETFVery LowSan Jose, CA2026-10-21
Centerline Wealth Advisors, LLC
260,669$11.3M3.5%ETFHighLouisville, KY2026-10-15
USAdvisors Wealth Management, LLC
258,435$11.2M12.9%ETFLowEden Prairie, MN2026-10-21
Triangle Securities Wealth Management
247,442$10.7M2.1%CoreLowRaleigh, NC2026-10-14
CMH Wealth Management LLC
245,083$10.7M1.6%GrowthLowPortsmouth, NH2026-10-22
OmniStar Financial Group, Inc.
242,726$10.5M4.6%ValueHighWilmington, NC2026-10-26
PFG Advisors
242,025$10.5M0.5%ETFMediumPhoenix, AZ2026-10-16
Essex LLC
238,204$10.3M1.6%ETFLowDeer Park, IL2026-10-14
Diversify Advisory Services, LLC
235,506$10.3M0.2%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
235,506$10.3M0.2%GrowthMediumSandy, UT2026-10-20
Flavin Financial Services, Inc.
225,694$9.8M5.3%CoreVery LowMelbourne, FL2026-10-21
Schuylkill Financial LLC
225,540$9.8M9.6%ETFN/AWyomissing, PA2026-10-21
Schmidt P J Investment Management Inc
213,334$9.2M1.4%GrowthVery LowCedarburg, WI2026-11-02
B. Riley Wealth Advisors, Inc.
211,305$9.1M0.4%GrowthLowMemphis, TN2026-10-13
Clarity Retirement & Wealth, LLC
208,684$9.0M6.2%ETFN/ANew Bedford, MA2026-11-04
Insight Wealth Partners, LLC
208,317$9.0M1.2%ETFLowPlano, TX2026-10-26
Wingate Wealth Advisors, Inc.
206,651$8.9M3.7%ETFVery LowLexington, MA2026-10-26
Mayfair Advisory Group, LLC
206,387$8.9M2.6%ETFLowBirmingham, AL2026-10-20
Essential Planning, Llc.
204,785$8.9M2.4%ETFLowPortsmouth, NH2026-10-21
Abundance Wealth Counselors
204,646$8.9M1.3%GrowthLowState College, PA2026-10-26
Weaver Consulting Group
198,196$8.6M1.7%ETFLowHuntington Beach, CA2026-10-07
Landmark Wealth Management, LLC
191,647$8.3M2.0%ETFVery LowMelville, NY2026-11-03
Financial Synergies Wealth Advisors, Inc.
189,781$8.2M0.7%ETFVery LowHouston, TX2026-10-16
BOS Asset Management, LLC
188,642$8.2M1.9%ETFLowSpringfield, IL2026-10-09
Keystone Wealth Services, LLC
182,934$7.9M1.4%ETFHighPalm Desert, CA2026-11-03
Strata Wealth Advisors, LLC
179,980$7.8M1.8%ETFLowDallas, TX2026-10-16
Unique Wealth, LLC
179,783$7.8M0.9%ETFMediumTampa, FL2026-10-16
Visionary Wealth Advisors
179,632$7.8M0.3%ETFLowO'Fallon, IL2026-11-04
Titleist Asset Management, LLC
178,054$7.7M0.5%ETFLowSan Antonio, TX2026-10-08
Parcion Private Wealth LLC
177,812$7.7M0.4%CoreMediumBellevue, WA2026-10-28
Financial Management Network Inc
176,232$7.6M1.1%ETFLowMission Viejo, CA2026-10-09
Mccarter Private Wealth Services LLC
174,058$7.5M2.6%CoreLowBoston, MA2026-10-22
Armor Investment Advisors, LLC
172,397$7.5M2.4%ETFLowRaleigh, NC2026-10-27
Sigma Planning Corp
171,894$7.4M0.2%GrowthMediumAnn Arbor, MI2026-10-23
Cooper Financial Group
169,041$7.3M0.6%GrowthMediumIrvine, CA2026-10-07
Parallel Advisors, LLC
167,984$7.3M0.1%IndexLowSan Francisco, CA2026-11-03
Keenan, LLC
166,673$7.2M5.0%ETFLowBoston, MA2026-10-23
Sentinel Advisory Group, LLC
166,169$7.2M2.9%ETFVery LowMiddleton, WI2026-10-20
Simplicity Wealth,LLC
164,754$7.1M0.2%ETFLowSummit, NJ2026-10-23
TD Waterhouse Canada Inc.
161,019$7.0M0.0%CoreLowToronto, Australia2026-10-16
Merkkuri Wealth Advisors LLC
156,605$6.8M4.2%ETFMediumHicksville, NY2026-11-03
Victory Financial Group, LLC
151,952$6.6M0.6%ETFLowAustin, TX2026-10-27
InTrack Investment Management Inc
151,578$6.6M3.2%GrowthMediumSouth Burlington, VT2026-10-15
Jeter Robert S II
151,490$6.6M4.4%ETFVery LowBethany Beach, DE2026-10-16
Accelerate Investment Advisors LLC
149,548$6.5M3.6%ETFLowAliso Viejo, CA2026-11-02
Valley Wealth Managers, Inc.
145,662$6.3M0.4%GARPMediumParamus, NJ2026-10-09
TFB Advisors LLC
145,195$6.3M2.6%ETFLowOverland Park, KS2026-11-02
BridgePort Financial Solutions, LLC
143,333$6.2M1.4%ETFLowFairfield, IA2026-11-02
MCF Advisors LLC
142,171$6.2M0.2%ETFLowLexington, KY2026-10-28
Oppenheimer & Co Inc
141,571$6.1M0.1%CoreLowNew York, NY2026-10-26
Williams & Novak Wealth Management, LLC
136,610$5.9M3.5%ETFMediumWestlake Village, CA2026-10-09
RCS Financial Planning, LLC
135,145$5.9M3.2%ETFMediumAnnapolis, MD2026-10-14
Align Financial, LLC
134,736$5.8M2.8%ETFVery LowHermantown, MN2026-10-16
Clearwave Capital, LLC
133,058$5.8M3.0%GrowthLowUpland, CA2026-10-27
Opal Wealth Advisors, LLC
130,941$5.7M1.2%ETFLowJericho, NY2026-10-16
Silverlake Wealth Management LLC
130,337$5.6M1.1%ETFLowWilliston, VT2026-10-21
RDA Financial Network
129,794$5.6M1.2%GrowthMediumAkron, IA2026-10-15
M Holdings Securities, Inc.
127,188$5.6K0.0%ETFHighPortland, OR2026-11-03
Primoris Wealth Advisors, LLC
126,802$5.5M2.6%GrowthMediumNorth Palm Beach, FL2026-10-28
Chesley Taft & Associates LLC
124,815$5.4M0.2%CoreLowChicago, IL2026-10-13
Intrua Financial, LLC
123,371$5.3M0.5%ETFMediumHouston, TX2026-10-28
IFP Advisors, Inc
122,635$5.3M0.1%GrowthLowTampa, FL2026-10-16
Quad-Cities Investment Group, LLC
119,101$5.2M1.8%CoreLowDavenport, IA2026-10-16
Flagship Harbor Advisors, LLC
115,653$5.0M0.2%ETFMediumBoston, MA2026-10-26
Maple Capital Management, Inc.
112,980$4.9M0.3%GrowthLowMontpelier, VT2026-11-02
Rede Wealth, LLC
110,151$4.8M1.6%ValueMediumCharlottesville, VA2026-10-22
Ipsen Advisor Group LLC
110,109$4.8M3.2%ETFLowLittle Rock, AR2026-10-29
Allen Capital Group, LLC
109,109$4.7M0.4%CoreLowGrand Island, NE2026-10-27
Axxcess Wealth Management, LLC
107,168$4.6M0.2%CoreLowCarlsbad, CA2026-10-21
First United Bank & Trust
106,800$4.6M1.3%CoreLowOakland, MD2026-10-22
Advisor OS, LLC
106,462$4.6M0.3%ETFMediumChicago, IL2026-11-03
PKS Advisory Services, LLC
106,321$4.8M0.8%ETFMediumAlbany, NY2026-10-26
Onyx Bridge Wealth Group LLC
105,597$4.6M0.4%ETFMediumTarrytown, NY2026-10-16
Family Capital Management, Inc.
104,305$4.5M1.7%ETFLowGrand Rapids, MI2026-11-03
DecisionMap Wealth Management, LLC
104,190$4.5M2.5%ETFLowGreat Falls, VA2026-10-29
Fell Capital Management
103,942$4.5M3.9%CoreLowNewport Beach, CA2026-10-09
Eagle Rock Investment Company, LLC
101,947$4.4M0.6%CoreLowAtlanta, GA2026-10-21
Centurion Wealth Management LLC
99,888$4.3M1.0%ETFMediumMclean, VA2026-10-13
Hoxton Planning & Management, LLC
99,786$4.3M1.1%ETFLowShepherdstown, WV2026-10-15
Cornerstone Wealth, LLC
97,597$4.3M2.1%ETFMediumGreeneville, TN2026-10-28
KG Capital Management
94,948$4.1M2.5%CoreLowSt. Francisville, LA2026-10-15
Carnegie Investment Counsel
87,525$3.8M0.1%CoreLowPepper Pike, OH2026-10-20
Paragon Advisors, LLC
86,953$3.8M0.7%ETFHighCollege Station, TX2026-11-03
Bryant Woods Investment Advisors, LLC
85,975$3.7M1.0%ETFLowGetzville, NY2026-10-26
Bucket List Wealth Management, LLC
85,473$3.7M1.8%ETFMediumThe Villages, FL2026-10-22
Leelyn Smith, LLC
84,766$3.7M0.4%GrowthLowGeneva, IL2026-11-03
Riverbend Wealth Management, LLC
83,868$3.6M1.7%GrowthLowMyrtle Beach, SC2026-10-15
Mission Financial Group, LLC
83,808$3.6M2.9%ETFN/AHonolulu, HI2026-10-21
Apollon Financial, LLC
83,545$3.6M0.4%ETFVery LowMount Pleasant, SC2026-10-23
Red Mountain Financial, LLC
82,969$3.6M3.0%ETFLowFort Collins, CO2026-11-03
Ascentis Independent Advisors
82,402$3.6M0.2%ETFLowDallas, TX2026-11-03
21 West Wealth Management LLC
82,293$3.6M3.1%ETFLowTustin, CA2026-10-13
Creative Financial Designs Inc
82,213$3.6M0.2%ETFMediumKokomo, IN2026-11-04
Fiduciary Alliance LLC
81,217$3.5M0.3%CoreMediumGreenville, SC2026-10-13
Clearview Wealth Management LLC
80,642$3.5M2.6%ETFLowIrvine, CA2026-10-16
Walker Financial Services, Inc.
75,337$3.3M1.0%ETFLowBowling Green, KY2026-10-26
Crosspoint Financial, LLC
75,066$3.3M6.4%ValueMediumTustin, CA2026-11-03
Soltis Investment Advisors LLC
73,622$3.2M0.1%CoreMediumSt. George, UT2026-10-28
Norris Perne & French LLP
73,480$3.2M0.1%GrowthLowGrand Rapids, MI2026-10-23
Benchmark Financial Wealth Advisors, LLC
72,006$3.1M0.7%ETFLowBoca Raton, FL2026-10-20
Split Rock Private Trading & Wealth Management, LLC
71,561$3.1M2.1%GrowthMediumCloquet, MN2026-10-15
Cullen T Bankers, Inc.
70,511$3.1M0.0%GrowthLowSan Antonio, TX2026-10-28
Professional Financial Advisors, LLC
69,892$3.0M0.5%ETFMediumNorth Platte, NE2026-10-13
Capital Asset Advisory Services LLC
68,753$3.0M0.1%ETFLowWilliamston, MI2026-10-30
Woodside Wealth Management LLC
68,578$3.0M2.0%ETFVery LowFramingham, MA2026-10-16
Kearns & Associates LLC
68,035$2.9M1.4%ETFVery LowPalos Verdes Estates, CA2026-10-09
Midwest Financial Network, LLC
65,937$2.9M1.9%ETFHighTinley Park, IL2026-10-13
Legacy Solutions, LLC
64,924$2.8M2.1%ETFLowKennett Square, PA2026-10-07
Verity Asset Management, Inc.
64,260$2.8M1.1%CoreMediumDurham, NC2026-10-30
Harmony Asset Management LLC
62,977$2.7M0.7%GrowthMediumScottsdale, AZ2026-10-20
Peterson Wealth Advisors, LLC
61,855$2.7M0.3%ETFLowOrem, UT2026-10-08
Sage Private Wealth Group, LLC
60,374$2.6M0.9%ETFLowOakbrook Terrace, IL2026-10-21
Indivisible Partners
59,792$2.6M0.1%GrowthMediumClearwater, FL2026-10-26
Worth Asset Management, LLC
58,178$2.5M0.7%ETFHighDallas, TX2026-10-07
Gerber, LLC
58,085$2.5M1.1%ETFLowColumbus, OH2026-10-21
Bright Financial Advisors, Inc.
56,987$2.5M1.0%ETFVery LowPortage, MI2026-10-23
Rinkey Investments
56,783$2.5M0.6%ETFLowSan Diego, CA2026-10-28
United Advisor Group, LLC
55,761$2.4M0.2%ETFLowCincinnati, OH2026-11-03
Sugar Maple Asset Management, LLC
55,170$2.4M1.4%ETFMediumSister Bay, WI2026-10-13
Ascent Group, LLC
55,151$2.4M0.1%CoreLowVirginia Beach, VA2026-10-30
Transcendent Capital Group LLC
54,846$2.4M1.0%ETFMediumEdmond, OK2026-10-28
AdvisorNet Financial, Inc
54,795$2.4M0.1%ETFLowMinnetonka, MN2026-10-15
Eley Financial Management, Inc
54,009$2.3M0.8%ETFVery LowSouth Burlington, VT2026-11-03
Powell Investment Advisors, LLC
53,937$2.3M0.7%ETFVery LowMiami, FL2026-10-22
Kuhn & Co Investment Counsel
53,607$2.3M1.3%CoreLowChicago, IL2026-10-29
Bond & Devick Financial Network, Inc.
53,522$2.3M0.6%ETFVery LowSt. Louis Park, MN2026-10-23
Uptick Partners, LLC
53,180$2.3M0.3%ETFLowNacogdoches, TX2026-11-04
XY Planning Network, Inc.
52,754$2.3M0.2%ETFLowBozeman, MT2026-10-14
Foronjy Financial LLC
52,523$2.3M0.8%ETFLowLos Osos, CA2026-10-14
Next Level Wealth Planning, LLC
52,060$2.3M0.9%ETFVery LowMeridian, ID2026-10-29
Wise Wealth Partners
52,039$2.3M4.1%ETFMediumPhoenix, AZ2026-10-14
Fifth Third Securities, Inc.
51,506$2.2M0.1%ETFLowCincinnati, OH2026-10-21
Warwick Investment Management, Inc.
50,083$2.2M0.2%ETFLowBryan, TX2026-10-19
Interchange Capital Partners, LLC
48,894$2.1M0.4%GrowthLowPittsburgh, PA2026-10-28
Mascagni Wealth Management, Inc.
48,841$2.1M1.3%ETFLowClinton, MS2026-10-23
CRA Financial Services, LLC
48,478$2.1M0.2%ETFVery LowNorthfield, NJ2026-10-16
Galvin, Gaustad & Stein, LLC
48,377$2.1M0.2%CoreMediumScottsdale, AZ2026-10-08
Bangor Savings Bank
48,039$2.1M0.2%ETFLowBangor, ME2026-10-06
Defined Wealth Management, LLC
47,520$2.1M1.1%ETFLowBeaverton, OR2026-10-19
StoneX Group Inc.
46,722$2.0M0.1%ETFMediumNew York, NY2026-11-03
Plan A Wealth LLC
44,641$1.9M0.7%CoreLowLincoln, NE2026-10-08
MFG Investments, LLC
42,805$1.9M2.0%ETFN/AMedford, NJ2026-10-30
First Bank & Trust
42,404$1.8M0.3%CoreLowBrookings, SD2026-10-19
Lido Advisors, LLC
41,605$1.8M0.0%GrowthLowLos Angeles, CA2026-11-04
Fullerton Advisors, LLC
41,111$1.8M1.7%ETFLowDanville, CA2026-10-14
McAdam, LLC
40,377$1.7M0.1%ETFLowPhiladelphia, PA2026-10-21
Iron Financial LLC
39,154$1.7M0.7%ETFLowNorthbrook, IL2026-10-23
Ballast Financial Advisors LLC
39,120$1.7M1.6%ETFVery LowWest Chester, PA2026-10-26
Magnus Financial Group LLC
38,695$1.7M0.1%ETFLowNew York, NY2026-10-21
Lakeshore Capital Group, Inc.
37,494$1.6M1.0%CoreVery LowRolling Meadows, IL2026-10-20
Shore Point Advisors, LLC
34,928$1.1M0.4%ETFLowBrielle, NJ2026-10-14
Fairvoy Private Wealth, LLC
34,688$1.5M0.3%GrowthMediumBirmingham, AL2026-10-19
JFS Wealth Advisors, LLC
34,303$1.5M0.1%ETFVery LowHermitage, PA2026-11-03
Hartmann Taylor Wealth Management, LLC
33,911$1.5M0.8%ETFVery LowDallas, TX2026-10-14
Avidian Wealth Enterprises, LLC
33,650$1.5M0.0%ETFLowHouston, TX2026-10-08
CoreCap Advisors, LLC
33,639$1.5M0.0%ETFMediumSouthfield, MI2026-10-08
Dahring | Cusmano LLC
33,528$1.5M0.7%ETFLowNovi, MI2026-11-03
Traveka Wealth, LLC
32,931$1.4M0.4%ETFLowLos Altos, CA2026-10-19
Kestra Investment Management, LLC
32,766$1.4M0.0%ETFMediumAustin, TX2026-11-04
VestGen Advisors, LLC
32,703$1.4M0.0%GrowthMediumChicago, IL2026-10-27
National Wealth Management Group, LLC
32,564$1.4M0.4%ETFMediumCincinnati, OH2026-10-26
WealthBridge Capital Management, LLC
32,450$1.4M0.3%ETFLowWesterville, OH2026-10-16
HB Wealth Management, LLC
32,404$1.4M0.0%IndexVery LowAtlanta, GA2026-10-23
Connecticut Wealth Management, LLC
32,165$1.4M0.1%ETFLowFarmington, CT2026-10-13
Quadrant Capital Group LLC
31,608$1.4M0.0%CoreLowCincinnati, OH2026-10-20
Independent Financial Group, LLC
30,125$1.3M0.0%GrowthLowSan Diego, CA2026-10-13
Waterfront Wealth Inc.
29,777$1.3M0.2%ValueLowOverland Park, KS2026-11-03
NWF Advisory Services Inc.
28,427$1.2M0.1%GARPLowLos Angeles, CA2026-10-19
Steel Grove Capital Advisors, LLC
26,988$1.2M0.1%ETFLowMemphis, TN2026-10-13
Arwa LLC
26,173$1.1M0.4%ETFMediumFort Worth, TX2026-10-21
MMA Asset Management LLC
26,017$1.1M0.4%ETFMediumNew York, NY2026-11-02
Robertson Stephens Wealth Management, LLC
25,780$1.1M0.0%ETFMediumSan Francisco, CA2026-10-16
Curtis Advisory Group, LLC
25,633$1.1M0.2%ETFLowSanta Barbara, CA2026-10-28
Asempa Wealth Advisors
25,520$1.1M0.8%ETFLowBaton Rouge, LA2026-10-07
Insight Wealth Strategies, LLC
23,920$1.0M0.1%ETFHighSan Ramon, CA2026-10-09
Latitude Advisors, LLC
23,383$1.0M0.3%ETFLowYorkville, IL2026-10-27
Bfsg, LLC
23,035$997.4K0.1%CoreLowIrvine, CA2026-10-30
RCW Management, LLC
22,590$978.1K0.9%ETFVery LowJacksonville, FL2026-10-30
Cedar Point Capital Partners, LLC
22,539$975.9K0.6%ETFMediumCedar Rapids, IA2026-10-29
Post Resch Tallon Group Inc.
22,522$975.2K0.7%ETFLowPittsford, NY2026-10-09
Assetmark, Inc
22,002$952.7K0.0%ETFLowConcord, CA2026-10-21
Traynor Capital Management, Inc.
21,739$941.3K0.0%GrowthLowMalvern, PA2026-10-29
IFS Advisors, LLC
21,670$938.3K0.3%ETFLowOverland Park, KS2026-10-14
Partners Wealth Management, LLC
21,448$932.2K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Cosner Financial Group, LLC
20,684$895.5K0.5%ETFLowWindsor, CO2026-11-03
CGN Advisors LLC
20,126$871.5K0.1%ETFLowManhattan, KS2026-10-21
Csenge Advisory Group
19,353$838.0K0.0%ETFMediumClearwater, FL2026-11-04
FSM Wealth Advisors, LLC
18,551$806.0K0.1%ETFLowCleveland, OH2026-10-27
Trust Investment Advisors
18,292$792.0K0.3%GrowthLowIndianapolis, IN2026-10-20
Golden State Wealth Management, LLC
17,840$772.5K0.1%ETFMediumSanta Ana, CA2026-11-02
Insight Advisors, LLC/ PA
17,833$772.2K0.1%ETFMediumNewtown, PA2026-10-22
Park Avenue Securities LLC
17,465$756.0K0.0%ETFMediumNew York, NY2026-10-26
Triad Wealth Partners, LLC
17,140$742.2K0.0%ETFMediumLawrence, KS2026-10-26
Mainsail Financial Group, LLC
16,617$719.5K0.2%ETFLowBellevue, WA2026-10-23
Register Financial Advisors LLC
16,608$719.1K0.2%GARPLowAtlanta, GA2026-10-23
KOM Wealth Management Group, LLC
16,594$718.5K0.4%ETFLowAppleton, WI2026-10-15
Chris Bulman Inc
16,429$711.4K0.2%ETFLowRoseville, CA2026-10-20
Elevation Wealth Management LLC
16,251$706.3K0.5%Agg GrowthLowEden Prairie, MN2026-11-02
Provenance Wealth Advisors, LLC
15,798$684.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Gaddis Premier Wealth Advisors LLC
15,494$670.9K0.4%ETFMediumDurant, OK2026-10-29
Trademark Financial Management, LLC
15,428$668.0K0.3%ETFMediumBloomington, MN2026-10-23
Ledyard National Bank
14,446$625.5K0.0%CoreLowHanover, NH2026-10-21
TradeWell Securities, Llc.
14,338$620.8K0.2%GrowthVery LowFort Wayne, IN2026-10-21
AMG National Trust Bank
14,319$620.0K0.0%ETFLowGreenwood Village, CO2026-11-05
Fortitude Advisory Group L.L.C.
14,312$619.7K0.2%GrowthMediumGig Harbor, WA2026-10-15
TD Private Client Wealth LLC
14,171$613.6K0.0%ETFLowNew York, NY2026-10-28
Dupree Financial Group, LLC
13,948$603.9K0.2%YieldMediumLexington, KY2026-10-09
EverSource Wealth Advisors, LLC
13,909$602.3K0.0%CoreMediumBirmingham, AL2026-11-04
Mann Financial Group, Inc.
13,786$596.9K0.5%ETFLowDetroit Lakes, MN2026-10-15
Fortress Financial Group, LLC
13,568$587.5K0.3%ETFMediumRochester, MN2026-10-21
Regatta Capital Group, LLC
13,346$577.9K0.1%ETFLowEl Segundo, CA2026-10-23
Beam Wealth Advisors, Inc.
13,237$575.4K0.1%ETFMediumCovington, LA2026-11-03
Flagstar Securities, Inc
13,123$569.9K0.2%ETFVery LowNew York, NY2026-10-15
William Howard & Co Financial Advisors Inc
12,964$561.3K0.5%ETFVery LowMemphis, TN2026-11-04
Burns Matteson Capital Management, LLC
12,763$552.6K0.2%CoreMediumCorning, NY2026-10-16
Towercrest Capital Management
12,636$547.1K0.1%ETFVery LowNewtown, PA2026-10-23
MidAtlantic Capital Management, Inc.
12,605$545.8K0.3%ETFVery LowRichmond, VA2026-11-05
Nova Financial LLC
12,545$543.2K0.2%N/AN/ATucson, AZ2026-11-04
Miller Financial Services LLC
12,409$537.3K0.4%CoreLowMarshall, MI2026-10-20
Grimes & Co Wealth Management, LLC
12,355$535.0K0.0%CoreLowWestborough, MA2026-10-29
BIP Wealth, LLC
12,144$525.8K0.0%ETFMediumAtlanta, GA2026-10-22
First Heartland Consultants, Inc.
12,100$523.9K0.0%ETFMediumLake St. Louis, MO2026-10-08
John W. Brooker & Co., CPAs
11,893$515.0K0.6%ETFMediumOakland, CA2026-10-21
Asset One Wealth Management LLC
11,877$514.3K0.0%GrowthLowBellevue, WA2026-11-02
Emerald Advisors, LLC
11,727$507.8K0.1%GrowthVery LowBellevue, WA2026-10-13
Patriot Financial Group Insurance Agency, LLC
11,557$500.4K0.0%GrowthLowWalpole, MA2026-10-14
CGC Financial Services, LLC
11,527$499.1K0.1%ETFLowLake Oswego, OR2026-10-13
MontVue Capital Management, Inc.
11,247$487.0K0.3%ETFVery LowLynchburg, VA2026-10-19
Winebrenner Capital Management LLC
11,226$486.1K0.3%ETFLowLouisville, KY2026-10-07
Integrated Advisors Network LLC
10,717$464.0K0.0%GrowthMediumDallas, TX2026-10-20
Plus Group Wealth Advisors LLC
10,702$463.4K0.4%ETFLowBelgium, WI2026-10-19
Invested Advisors
10,701$463.3K0.4%CoreMediumState College, PA2026-10-23
PUREfi Wealth, LLC
10,652$461.2K0.2%GrowthMediumBoston, MA2026-10-19
Milestone Asset Management, LLC
10,340$447.7K0.1%GrowthHighPittsburgh, PA2026-10-15
Sowell Financial Services LLC
10,120$438.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
GreatBanc Trust Co
10,000$433.0K0.3%ETFLowLisle, IL2026-11-04
Seelaus Asset Management LLC
9,605$415.9K0.3%GrowthMediumChatham, NJ2026-10-14
Old Mission Investment Co LLC
9,498$412.8K0.1%ETFLowTraverse City, MI2026-10-22
Focus Financial Network, Inc.
9,498$412.8K0.0%ETFLowMinneapolis, MN2026-10-14
Kingswood Wealth Advisors, LLC
9,493$411.0K0.0%GrowthLowSan Diego, CA2026-10-23
Abacus Planning Group, Inc.
9,365$405.5K0.0%ETFLowColumbia, SC2026-11-02
Boyum Wealth Architects LLC
9,235$399.7K0.2%ETFLowBloomington, MN2026-10-06
Breakwater Capital Group
9,206$398.6K0.0%ETFLowParamus, NJ2026-10-09
Investment Planning Advisors, Inc.
9,194$398.1K0.1%ETFMediumCumming, GA2026-10-14
Greenspring Advisors, LLC
9,172$397.1K0.0%ETFVery LowTowson, MD2026-11-05
Apollon Wealth Management, LLC
9,171$397.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
Guerra PAN Advisors, LLC
9,119$398.3K0.2%GrowthVery LowMontclair, NJ2026-10-26
LCW Services, LLC
8,913$385.9K0.2%ETFLowVirginia Beach, VA2026-10-21
Caliber Wealth Management, LLC / KS
8,748$378.8K0.0%ETFLowOverland Park, KS2026-11-04
Lazari Capital Management, Inc.
8,674$375.6K0.1%GrowthLowBurbank, CA2026-10-20
Certified Advisory Corp
8,666$375.3K0.0%ETFLowAltamonte Springs, FL2026-10-29
Aurora Private Wealth, Inc.
8,589$372.0K0.5%ETFLowRockaway, NJ2026-10-20
Dudley Capital Management, LLC
8,480$367.2K0.1%GrowthLowMiddleburg, VA2026-10-23
James J. Burns & Company, LLC
8,250$357.2K0.0%ETFVery LowMelville, NY2026-10-22
Advisory Solutions Group, LLC
8,194$354.8K0.1%ETFN/APlymouth, MN2026-10-14
Reicon Wealth Advisors, LLC
8,094$350.5K0.2%ETFLowAtlanta, GA2026-11-04
Wealth Quarterback LLC
7,937$343.7K0.1%ETFMediumToms River, NJ2026-10-20
Investment Research Partners LLC
7,934$343.5K0.1%CoreLowLemont, PA2026-10-19
Signature Estate & Investment Advisors LLC
7,761$336.0K0.0%ETFMediumLos Angeles, CA2026-10-13
Caldwell Trust Co
7,378$319.5K0.0%GrowthLowVenice, FL2026-10-30
RMR Wealth Builders
7,309$317.7K0.0%ETFLowMontclair, NJ2026-10-22
Root Financial Partners, LLC
7,107$307.7K0.0%ETFMediumEncinitas, CA2026-10-21
Bryn Mawr Trust Advisors, LLC
6,945$300.7K0.0%CoreLowPhiladelphia, PA2026-11-04
Catalyst Investment Management LLC
6,840$296.2K0.3%ETFMediumWindham, NH2026-10-21
Sound Income Strategies, LLC
6,524$283.5K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Kingsman Wealth Management, Inc.
6,413$277.7K0.1%MomentumMediumPensacola, FL2026-10-13
Swmg, LLC
6,338$279.8K0.1%ETFMediumFort Worth, TX2026-10-23
Tcfg Investment Advisors, LLC
6,322$273.7K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Sensenig Capital Advisors, Inc
6,312$273.3K0.2%ETFLowCollegeville, PA2026-10-23
Saxon Interests, Inc.
6,286$272.2K0.1%ETFMediumHouston, TX2026-10-26
Snider Financial Group
5,906$255.7K0.1%GrowthLowBellevue, WA2026-10-16
Davenport & Co LLC
5,837$252.8K0.0%CoreMediumRichmond, VA2026-10-14
Capital CS Group, LLC
5,781$250.3K0.2%YieldMediumIrvine, CA2026-10-29
Apex Wealth Management, LLC
5,781$250.3K0.1%ETFMediumBedford, NH2026-10-20
World Equity Group, Inc.
5,683$246.1K0.1%GrowthMediumSchaumburg, IL2026-10-14
Foguth Wealth Management, Llc.
5,609$245.8K0.0%ETFHighBrighton, MI2026-10-19
Stevens Capital Partners
5,538$239.8K0.0%ETFVery LowOmaha, NE2026-10-29
Dynamic Financial Group
5,520$239.0K0.2%ETFLowCedar Falls, IA2026-10-28
Venture Visionary Partners LLC
5,498$238.1K0.0%CoreLowSylvania, OH2026-10-07
SeaCrest Wealth Management, LLC
5,451$236.0K0.0%GrowthLowPurchase, NY2026-10-21
Verdence Capital Advisors LLC
5,380$232.9K0.0%CoreMediumHunt Valley, MD2026-10-26
Beacon Capital Management, LLC
5,333$230.9K0.0%ETFMediumFranklin, TN2026-10-23
Bridgelight Financial Advisors, Inc.
5,240$226.9K0.2%CoreMediumShelton, CT2026-10-20
Brighton Jones LLC
5,213$225.7K0.0%CoreVery LowSeattle, WA2026-11-03
ShoreHaven Wealth Partners, LLC
5,154$223.2K0.1%ETFMediumRed Bank, NJ2026-10-16
Wealth Dimensions Group, Ltd.
5,101$220.9K0.0%ETFLowCincinnati, OH2026-11-02
Kure Advisory, LLC
5,087$220.3K0.1%ETFVery LowPlymouth, MN2026-10-08
Rose Capital Advisors LLC
4,990$216.1K0.1%ETFN/AMiami Beach, FL2026-11-04
ADG Wealth Management Group, LLC
4,911$212.6K0.1%ETFVery LowMetairie, LA2026-10-23
Facet Wealth, Inc.
4,857$210.3K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Burke & Herbert Bank & Trust Co
4,797$207.7K0.1%CoreVery LowAlexandria, VA2026-11-02
Barnes Dennig Private Wealth Management LLC
4,442$192.3K0.2%CoreLowCincinnati, OH2026-10-30
Financial Perspectives, Inc
3,863$167.3K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Private Trust Co NA
3,512$152.1K0.0%CoreLowCleveland, OH2026-10-20
Archer Investment Corp
3,485$150.9K0.0%CoreMediumCarmel, IN2026-11-05
Signature Equity Partners, LLC
3,422$148.2K0.1%GrowthMediumColumbus, OH2026-10-29
Lanark Financial, Inc.
3,230$139.9K0.0%CoreMediumBirmingham, AL2026-10-26
Glass Jacobson Investment Advisors llc
3,217$139.3K0.0%ETFLowOwings Mills, MD2026-10-26
Roxbury Financial LLC
3,186$137.9K0.1%CoreVery LowMount Arlington, NJ2026-10-01
Capital Investment Advisory Services, LLC
3,002$130.5K0.0%CoreMediumRaleigh, NC2026-10-30
Tsfg, LLC
2,897$125.0K0.1%ETFLowLake Forest, IL2026-10-23
Financial Management Professionals, Inc.
2,330$101.3K0.0%ETFMediumAustin, TX2026-10-23
Smallwood Wealth Investment Management, LLC
2,112$91.4K0.0%ETFVery LowRed Bank, NJ2026-10-30
Buck Wealth Strategies, LLC
1,866$80.8K0.0%ValueMediumDenver, CO2026-10-28
Wilmington Savings Fund Society, FSB
1,820$78.8K0.0%CoreLowWilmington, DE2026-10-23
Cape Investment Advisory, Inc.
1,787$77.4K0.0%ETFLowMcdonough, GA2026-10-13
Blueline Advisors LLC
1,659$71.8K0.1%ETFLowExeter, NH2026-10-15
KFG LLC
1,623$70.3K0.0%ETFN/ARapid City, SD2026-11-02
Mosley Wealth Management
1,451$63.6K0.0%ETFHighAnaheim, CA2026-10-16
Creative Capital Management Investments LLC
1,241$53.7K0.0%ETFLowSan Diego, CA2026-10-28
Chung Wu Investment Group, LLC
1,000$43.3K0.0%GrowthMediumSugar Land, TX2026-11-03
Rossby Financial, LCC
989$42.8K0.0%ETFMediumMelbourne, FL2026-11-05
Key Capital Management, Inc
932$40.4K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Brown, Lisle Ings, Inc.
834$36.1K0.0%CoreVery LowProvidence, RI2026-10-16
Maryland Capital Advisors Inc.
823$35.6K0.0%ETFVery LowChester, MD2026-10-15
Community Financial Services Group, LLC
709$30.7K0.0%GrowthLowNewport, VT2026-10-15
Flagship Wealth Advisors, LLC
587$25.4K0.0%ETFLowWakefield, MA2026-11-03
Clean Yield Group
583$25.2K0.0%CoreLowNorwich, VT2026-10-28
GHP Investment Advisors, Inc.
559$24.2K0.0%CoreVery LowDenver, CO2026-10-15
Southern Michigan Bank & Trust
500$21.7K0.0%ETFLowColdwater, MI2026-10-19
Investors Research Corp
395$17.1K0.0%ETFLowAtlanta, GA2026-10-07
Silver Grove Financial Group, Inc.
305$13.2K0.0%CoreMediumOrchard Park, NY2026-11-05
Parkside Financial Bank & Trust
272$11.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Avion Wealth
256$11.0K0.0%ETFLowThe Woodlands, TX2026-11-04
General Partner, Inc.
230$10.0K0.0%CoreLowPittsburgh, PA2026-10-05
Trust Co
136$5.9K0.0%ETFVery LowManhattan, KS2026-10-09
Cassaday & Co Wealth Management LLC
123$5.3K0.0%ETFVery LowMclean, VA2026-10-27
Abound Wealth Management
115$5.0K0.0%ETFVery LowFranklin, TN2026-10-26
William Mack & Associates, Inc.
110$4.8K0.0%ETFLowTroy, MI2026-10-27
GoalVest Advisory LLC
89$3.9K0.0%ETFMediumNew York, NY2026-10-02
Elevated Capital Advisors, LLC
83$3.6K0.0%ETFMediumSandy, UT2026-11-04
Salomon & Ludwin, LLC
81$3.5K0.0%ETFVery LowRichmond, VA2026-10-29
American Capital Advisory, LLC
69$3.0K0.0%ETFLowKetchum, ID2026-10-28
TFC Financial Management, Inc.
65$2.8K0.0%ETFVery LowBoston, MA2026-10-26
Mcdonald Partners LLC
50$2.2K0.0%CoreLowCleveland, OH2026-11-03
Downshift Financial, LLC
45$1.9K0.0%ETFLowBoulder, CO2026-10-13
Pinnacle Bancorp, Inc.
37$1.6K0.0%CoreVery LowBeatrice, NE2026-10-21
Trust Co of Vermont
23$9960.0%CoreVery LowBrattleboro, VT2026-10-21
Signaturefd, LLC
18$7790.0%IndexLowAtlanta, GA2026-10-23
Citigroup Inc
6$2600.0%CoreMediumNew York, NY2026-11-04