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First Trust Rising Dividend (RDVY)

CUSIP: 33738R506 | NYSE | 1356 institutional holders

Quarters

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

Commonwealth Equity Services, LLC5,720,865
0.6% of portfolio›$447.9M
Cambridge Investment Research Advisors, Inc.3,752,738
1.7% of portfolio›$293.8M
Kestra Advisory Services, LLC2,904,730
0.6% of portfolio›$227.4M
Truist Financial Corp1,747,626
0.2% of portfolio›$136.8M
Prospera Financial Services Inc1,154,687
1.2% of portfolio›$91.4M
Kestra Private Wealth Services, LLC1,017,083
0.8% of portfolio›$79.6M
Csenge Advisory Group999,638
3.1% of portfolio›$78.3M
D.A. Davidson & Co.956,176
0.4% of portfolio›$74.9M
Elevation Point Wealth Partners, LLC798,520
1.0% of portfolio›$62.5M
Koshinski Asset Management, Inc.707,267
2.9% of portfolio›$55.4M
Wealth Enhancement Advisory Services, LLC609,986
0.1% of portfolio›$48.5M
RVW Wealth, LLC596,440
3.0% of portfolio›$46.7M
Concurrent Investment Advisors, LLC568,548
0.3% of portfolio›$44.5M
Financial Partners Group, Inc552,438
4.5% of portfolio›$43.3M
Citigroup Inc529,973
0.0% of portfolio›$41.5M
First Heartland Consultants, Inc.510,462
2.7% of portfolio›$40.0M
Horizon Advisory Services, Inc.510,319
15.1% of portfolio›$40.0M
Rise Advisors, LLC502,526
11.1% of portfolio›$39.3M
VestGen Advisors, LLC416,864
1.0% of portfolio›$32.6M
Park National Corp402,324
0.9% of portfolio›$31.5M
Next Level Private LLC392,457
5.9% of portfolio›$30.7M
Hobart Private Capital, LLC381,720
5.1% of portfolio›$29.9M
Independent Financial Group, LLC364,024
0.5% of portfolio›$28.5M
Crumly & Associates Inc.346,312
4.8% of portfolio›$27.1M
Integrity Wealth Advisors, Inc.305,865
12.4% of portfolio›$23.9M
Flagship Harbor Advisors, LLC296,516
0.9% of portfolio›$23.2M
Howard Financial Services, Ltd.292,508
2.4% of portfolio›$22.9M
Key Client Fiduciary Advisors, LLC282,820
6.2% of portfolio›$22.1M
Sentinel Advisory Group, LLC280,657
9.0% of portfolio›$22.0M
Oppenheimer & Co Inc277,076
0.2% of portfolio›$21.7M
tru Independence LLC258,466
8.7% of portfolio›$20.2M
Chris Bulman Inc253,773
7.0% of portfolio›$19.9M
Avaii Wealth Management, LLC251,511
5.7% of portfolio›$19.9M
Commonwealth Financial Services, LLC248,216
3.5% of portfolio›$19.4M
Sigma Planning Corp248,120
0.5% of portfolio›$19.4M
Redhawk Wealth Advisors, Inc.246,762
2.0% of portfolio›$19.3M
Golden State Wealth Management, LLC233,234
1.7% of portfolio›$18.3M
Assetmark, Inc233,070
0.0% of portfolio›$18.2M
Daymark Wealth Partners, LLC227,641
0.4% of portfolio›$17.8M
Brookstone Capital Management225,896
0.2% of portfolio›$17.7M
Walkner Condon Financial Advisors LLC223,549
1.9% of portfolio›$17.5M
Beacon Financial Group220,457
1.6% of portfolio›$17.3M
Summit Wealth Group LLC / Co218,990
1.1% of portfolio›$17.1M
Juno Financial Group LLC218,321
6.0% of portfolio›$17.1M
Pinnacle Associates LTD214,387
0.2% of portfolio›$16.8M
Davenport & Co LLC213,154
0.1% of portfolio›$16.7M
Spectrum Wealth Advisory Group, LLC200,540
4.4% of portfolio›$15.7M
Rockport Wealth LLC196,158
2.7% of portfolio›$15.4M
GSG Advisors LLC194,440
3.2% of portfolio›$15.2M
HBW Advisory Services LLC194,165
1.5% of portfolio›$15.2M
Mainsail Financial Group, LLC193,425
5.1% of portfolio›$15.1M
Cornerstone Wealth Management, LLC189,156
0.6% of portfolio›$14.8M
AJ Advisors, LLC189,049
4.7% of portfolio›$14.8M
Ascentis Independent Advisors186,543
0.9% of portfolio›$14.6M
Wagner Wealth Management, LLC185,929
2.5% of portfolio›$14.6M
Atria Investments, Inc185,291
0.1% of portfolio›$14.5M
United Advisor Group, LLC185,201
1.4% of portfolio›$14.5M
Lynch & Associates179,612
2.0% of portfolio›$14.1M
Farther Finance Advisors, LLC179,604
0.1% of portfolio›$14.1M
Gaddis Premier Wealth Advisors LLC178,318
7.7% of portfolio›$14.0M
City Holding Co176,546
1.5% of portfolio›$13.8M
RFG Advisory, LLC167,946
0.2% of portfolio›$13.1M
PFG Advisors162,545
0.6% of portfolio›$12.7M
Legacy Capital Wealth Partners, LLC162,355
2.5% of portfolio›$12.0M
Weitzel Financial Services, Inc.158,225
4.2% of portfolio›$12.5M
O'Connor Financial Group LLC157,199
4.4% of portfolio›$12.3M
Vise Technologies, Inc.155,228
0.1% of portfolio›$12.2M
MGO One Seven LLC153,608
0.2% of portfolio›$12.0M
Wealthcare Advisory Partners LLC150,680
0.2% of portfolio›$11.8M
15 Wealth Advisors LLC140,444
2.8% of portfolio›$11.0M
Meridian Wealth Management, LLC138,579
0.3% of portfolio›$10.8M
James T. Borello RIA138,256
2.2% of portfolio›$10.8M
Accel Wealth Management137,688
2.3% of portfolio›$10.8M
Focus Financial Network, Inc.137,483
0.3% of portfolio›$10.8M
Triumph Capital Management132,285
1.8% of portfolio›$10.4M
Envision Financial LLC132,086
4.6% of portfolio›$10.3M
Certified Advisory Corp132,069
0.9% of portfolio›$10.3M
International Assets Investment Management, LLC126,749
0.6% of portfolio›$10.0M
Huntleigh Advisors, Inc.126,453
1.4% of portfolio›$9.9M
Total Clarity Wealth Management, Inc.123,862
1.9% of portfolio›$9.7M
Frederick Financial Consultants, LLC123,130
4.0% of portfolio›$9.6M
Harel Insurance Investments & Financial Services Ltd.122,200
0.1% of portfolio›$9.6M
Nestegg Advisors, Inc.121,127
6.2% of portfolio›$9.5M
Milestones Private Investment Advisors LLC120,442
7.6% of portfolio›$9.4M
Virtus Wealth Solutions LLC118,863
1.6% of portfolio›$9.3M
Genesis Private Wealth, LLC118,402
2.6% of portfolio›$9.3M
Guided Capital Wealth Management, LLC116,860
5.3% of portfolio›$9.1M
Pinnacle Wealth Management Advisory Group, LLC116,508
0.5% of portfolio›$9.1M
StoneCrest Wealth Management, Inc.116,483
2.9% of portfolio›$9.1M
Stewardship Concepts Financial Services LLC113,607
5.8% of portfolio›$8.9M
Wedbush Securities Inc112,607
0.6% of portfolio›$8.8M
IFP Advisors, Inc112,372
0.2% of portfolio›$8.8M
Centennial Wealth Advisory LLC109,920
1.8% of portfolio›$8.6M
Avidian Wealth Enterprises, LLC106,751
0.2% of portfolio›$8.4M
Fairway Financial, LLC99,852
4.9% of portfolio›$7.8M
Arvest Investments, Inc.99,294
0.9% of portfolio›$7.8M
Spire Wealth Management97,182
0.2% of portfolio›$7.6M
Iams Wealth Management, LLC96,649
2.2% of portfolio›$7.6M
Smart Wealth LLC95,202
1.5% of portfolio›$7.5M
IMG Wealth Management, Inc.93,330
3.8% of portfolio›$7.3M
Victory Financial Group, LLC93,045
0.7% of portfolio›$7.3M
Titleist Asset Management, LLC92,411
0.5% of portfolio›$7.2M
Fairvoy Private Wealth, LLC90,109
1.4% of portfolio›$7.1M
StoneX Group Inc.89,372
0.3% of portfolio›$7.0M
Kingswood Wealth Advisors, LLC89,209
0.3% of portfolio›$7.0M
RFG - Bristol Wealth Advisors, LLC89,171
1.7% of portfolio›$7.0M
Claro Advisors Inc.88,121
0.7% of portfolio›$6.9M
Insight Inv LLC87,127
3.2% of portfolio›$6.8M
Cottonwood Capital Advisors, LLC86,614
4.1% of portfolio›$6.8M
PKS Advisory Services, LLC80,575
1.0% of portfolio›$6.5M
EverSource Wealth Advisors, LLC79,531
0.2% of portfolio›$6.2M
Bank of New York Mellon Corp76,360
0.0% of portfolio›$6.0M
Founders Financial Securities LLC75,265
0.3% of portfolio›$5.9M
LVZ, Inc.73,359
0.6% of portfolio›$5.7M
Lineweaver Wealth Advisors, LLC73,005
0.7% of portfolio›$5.7M
BlueChip Wealth Advisors LLC72,972
1.9% of portfolio›$5.7M
Ballew Advisors, Inc72,866
2.9% of portfolio›$5.8M
Triad Wealth Partners, LLC71,822
0.3% of portfolio›$5.6M
CLG LLC71,074
1.2% of portfolio›$5.6M
Arwa LLC71,030
2.1% of portfolio›$5.6M
Able Financial Group, LLC70,740
0.9% of portfolio›$5.5M
Mattern Wealth Management LLC69,507
0.9% of portfolio›$5.4M
Perigon Wealth Management, LLC69,467
0.1% of portfolio›$5.4M
Five Pine Wealth Management68,924
3.1% of portfolio›$5.4M
Creative Planning67,605
0.0% of portfolio›$5.3M
Thrivent Financial for Lutherans67,423
0.0% of portfolio›$2.5M
Integrity Alliance, Llc.67,117
0.2% of portfolio›$5.3M
BankPlus Wealth Management LLC67,010
2.3% of portfolio›$5.2M
Willner & Heller, LLC66,647
3.3% of portfolio›$5.2M
Braun-Bostich & Associates Inc.65,600
2.9% of portfolio›$5.1M
Merkkuri Wealth Advisors LLC65,281
3.1% of portfolio›$5.1M
Avior Wealth Management, LLC65,003
0.1% of portfolio›$5.1M
Guilbault Capital LLC64,340
4.9% of portfolio›$5.0M
Carlson Financial, Inc.63,323
2.6% of portfolio›$5.0M
Park Avenue Securities LLC62,313
0.1% of portfolio›$4.9M
Capital Investment Advisory Services, LLC62,182
0.3% of portfolio›$4.9M
Ergawealth Advisors, Inc.60,299
1.9% of portfolio›$4.7M
Ignite Planners, LLC60,009
0.6% of portfolio›$4.7M
Crusonia Wealth Advisors LLC59,786
0.7% of portfolio›$4.7M
Dhjj Financial Advisors, Ltd.57,959
1.3% of portfolio›$4.5M
Nearside Advisors, LLC57,519
3.2% of portfolio›$4.5M
TrueWealth Advisors, LLC56,100
1.0% of portfolio›$4.4M
Southland Equity Partners LLC55,924
0.8% of portfolio›$4.4M
Larson Financial Group LLC53,012
0.1% of portfolio›$4.2M
Capital Asset Advisory Services LLC52,546
0.1% of portfolio›$4.2M
Hilton Head Capital Partners, LLC52,224
2.2% of portfolio›$4.1M
TBH Global Asset Management, LLC52,139
0.7% of portfolio›$4.1M
Creative Financial Designs Inc52,012
0.2% of portfolio›$4.1M
Wisconsin Wealth Advisors, LLC51,322
3.4% of portfolio›$4.0M
Stegent Equity Advisors, Inc.51,218
3.2% of portfolio›$4.0M
Flagstar Securities, Inc50,792
1.2% of portfolio›$4.0M
Private Trust Co NA49,324
0.3% of portfolio›$3.9M
Ashton Thomas Private Wealth, LLC48,777
0.1% of portfolio›$3.8M
Signature Estate & Investment Advisors LLC48,724
0.1% of portfolio›$3.8M
Asset Allocation Strategies LLC47,323
0.6% of portfolio›$3.7M
Purus Wealth Management, LLC47,212
1.0% of portfolio›$3.7M
Precedent Wealth Partners, LLC46,954
0.6% of portfolio›$3.7M
Shelton Wealth Management, LLC46,312
1.4% of portfolio›$3.6M
PCA Investment Advisory Services Inc.45,736
1.0% of portfolio›$3.6M
Clear Creek Financial Management, LLC45,647
0.3% of portfolio›$3.6M
SFG Wealth Management, Llc.43,497
1.2% of portfolio›$3.4M
Wagner Wealth Management, Corp42,534
2.6% of portfolio›$3.3M
Apollon Financial, LLC41,799
0.4% of portfolio›$3.3M
Tcfg Investment Advisors, LLC41,018
1.1% of portfolio›$3.2M
Platform Technology Partners40,264
0.5% of portfolio›$3.2M
Beacon Financial Advisory LLC39,214
0.6% of portfolio›$3.1M
EdgeRock Capital LLC38,119
0.6% of portfolio›$3.0M
Davis Investment Partners, LLC37,598
0.9% of portfolio›$2.9M
Uptick Partners, LLC36,963
0.4% of portfolio›$2.9M
SeaBridge Investment Advisors LLC36,528
0.4% of portfolio›$2.9M
Lanark Financial, Inc.36,462
0.2% of portfolio›$2.9M
Opinicus Capital, Inc.36,009
1.5% of portfolio›$2.8M
Wealth Effects LLC35,357
0.7% of portfolio›$2.8M
Beaumont Financial Advisors, LLC34,413
0.2% of portfolio›$2.7M
Global Assets Advisory, LLC34,209
0.6% of portfolio›$2.7M
Certuity, LLC33,893
0.1% of portfolio›$2.7M
Barrett & Company, Inc.33,580
0.7% of portfolio›$2.6M
Copper Harbor Investment Advisors, LLC32,933
0.5% of portfolio›$2.6M
Dagco, Inc.32,352
0.4% of portfolio›$2.5M
Cypress Wealth Services, LLC32,288
0.3% of portfolio›$2.6M
Rhodes Investment Advisors Inc32,254
1.8% of portfolio›$2.5M
Balefire, LLC31,849
0.4% of portfolio›$2.5M
MTM Investment Management, LLC31,760
0.7% of portfolio›$2.5M
Genesee Capital Advisors, LLC31,628
0.8% of portfolio›$2.5M
APS Management Group, Inc.31,087
1.7% of portfolio›$2.4M
Apollon Wealth Management, LLC30,470
0.0% of portfolio›$2.4M
Centerpoint Advisory Group30,301
1.5% of portfolio›$2.4M
AdvisorNet Financial, Inc30,140
0.1% of portfolio›$2.4M
Intrua Financial, LLC30,136
0.2% of portfolio›$2.4M
Foresight Capital Management Advisors, Inc.29,444
1.1% of portfolio›$2.3M
Strategic Blueprint, LLC29,259
0.1% of portfolio›$2.3M
WPG Advisers, LLC29,194
1.2% of portfolio›$2.3M
Serenity Investment Advisors29,135
1.0% of portfolio›$2.3M
National Wealth Management Group, LLC29,037
0.7% of portfolio›$2.3M
Winebrenner Capital Management LLC28,349
1.4% of portfolio›$2.2M
HUB Investment Partners, LLC27,836
0.0% of portfolio›$2.2M
Ellsworth Advisors, LLC27,142
0.3% of portfolio›$2.1M
True Blue Financial, LLC27,047
0.8% of portfolio›$2.1M
Orba Wealth Advisors, L.L.C.26,828
1.8% of portfolio›$2.1M
Parallel Advisors, LLC25,933
0.0% of portfolio›$2.0M
Southern Financial Group, LLC25,858
0.6% of portfolio›$2.0M
Grantvest Financial Group LLC25,072
1.1% of portfolio›$2.0M
Triton Wealth Management, Pllc24,968
0.6% of portfolio›$2.0M
Signature Equity Partners, LLC24,885
0.7% of portfolio›$1.9M
Appalachian Capital Management Ltd24,452
1.4% of portfolio›$1.9M
Aurora Private Wealth, Inc.23,529
2.3% of portfolio›$1.8M
Boyer Financial Services, Inc.23,154
1.5% of portfolio›$1.8M
Pacific Excel Wealth Advisors, Inc.22,978
2.0% of portfolio›$1.8M
Keystone Wealth Services, LLC22,430
0.3% of portfolio›$1.8M
Morey & Quinn Wealth Partners, LLC22,332
1.1% of portfolio›$1.7M
Robertson Stephens Wealth Management, LLC22,042
0.0% of portfolio›$1.7M
Worthington Financial Partners, LLC21,685
1.4% of portfolio›$1.7M
RiverTree Advisors, LLC21,244
1.0% of portfolio›$1.7M
Novem Group21,105
0.2% of portfolio›$1.7M
Prism Advisors, Inc.20,518
0.4% of portfolio›$1.6M
Quad-Cities Investment Group, LLC20,336
0.6% of portfolio›$1.6M
Flynn Zito Capital Management, LLC19,693
0.4% of portfolio›$1.5M
Walker Asset Management, LLC19,500
0.8% of portfolio›$1.5M
AFG Fiduciary Services Limited Partnership19,192
1.2% of portfolio›$1.5M
Blueprint Investment Partners LLC18,930
0.1% of portfolio›$1.5M
Valeo Financial Advisors, LLC18,751
0.0% of portfolio›$1.5M
Regatta Capital Group, LLC18,579
0.2% of portfolio›$1.5M
San Luis Wealth Advisors LLC17,983
0.2% of portfolio›$1.4M
Prosperity Financial Group, Inc.17,922
0.4% of portfolio›$1.4M
Family Capital Management, Inc.17,860
0.5% of portfolio›$1.4M
Chicago Partners Investment Group LLC17,857
0.0% of portfolio›$1.4M
Advocate Investing Services LLC17,438
1.1% of portfolio›$1.4M
B. Riley Wealth Advisors, Inc.17,408
0.1% of portfolio›$1.4M
Blueprint Financial Advisors LLC17,244
0.1% of portfolio›$1.4M
Kaydan Wealth Management, Inc.17,138
0.5% of portfolio›$1.3M
Michels Family Financial, LLC16,478
0.8% of portfolio›$1.3M
Tranquility Partners, LLC16,452
0.4% of portfolio›$1.3M
Herold Advisors, Inc.16,343
0.2% of portfolio›$1.3M
Axxcess Wealth Management, LLC16,200
0.1% of portfolio›$1.3M
Sanchez Wealth Management Group16,158
3.8% of portfolio›$1.3M
Fermata Advisors, LLC16,044
0.2% of portfolio›$1.3M
Visionary Wealth Advisors16,009
0.0% of portfolio›$1.3M
Comprehensive Financial Consultants Institutional, Inc.15,556
0.3% of portfolio›$1.2M
Elevated Capital Advisors, LLC15,542
0.4% of portfolio›$1.2M
Root Financial Partners, LLC15,295
0.0% of portfolio›$1.2M
Cyndeo Wealth Partners, LLC15,195
0.1% of portfolio›$1.2M
Main Street Group, LTD14,809
0.3% of portfolio›$1.2M
First Horizon Corp14,397
0.0% of portfolio›$1.1M
Waterfront Wealth Inc.14,287
0.2% of portfolio›$1.1M
Private Client Services, LLC14,239
0.3% of portfolio›$1.1M
Mission Financial Group, LLC14,061
0.9% of portfolio›$1.1M
Signal Advisors Wealth, LLC13,869
0.0% of portfolio›$1.1M
Independent Wealth Network Inc.13,755
0.3% of portfolio›$1.1M
Woodward Diversified Capital, LLC13,744
0.4% of portfolio›$1.1M
Miramontes Capital, LLC13,686
0.3% of portfolio›$1.1M
Whitaker-Myers Wealth Managers, Ltd.13,674
0.2% of portfolio›$1.1M
Rubicon Advisors, GP13,438
0.7% of portfolio›$1.1M
Trueblood Wealth Management, LLC13,313
0.4% of portfolio›$1.0M
Krilogy Financial LLC13,186
0.0% of portfolio›$1.1M
First Citizens Bank & Trust Co12,881
0.0% of portfolio›$1.0M
Onyx Bridge Wealth Group LLC12,665
0.1% of portfolio›$991.5K
Confluence Wealth Services, Inc.12,473
0.0% of portfolio›$976.5K
Richmond Investment Services, LLC11,967
0.3% of portfolio›$936.9K
Prime Capital Investment Advisors, LLC11,760
0.0% of portfolio›$920.7K
Strategy Asset Managers LLC11,617
0.1% of portfolio›$909.5K
Strategic Family Wealth Counselors, L.L.C.11,593
0.2% of portfolio›$907.6K
Sowell Financial Services LLC11,524
0.0% of portfolio›$902.2K
Choreo, LLC11,455
0.0% of portfolio›$896.8K
Summit Financial Wealth Advisors, LLC11,121
0.1% of portfolio›$870.7K
DB&C Advisors, LLC11,080
0.9% of portfolio›$867.5K
Stonebridge Financial Group, LLC10,953
0.1% of portfolio›$857.5K
Beam Wealth Advisors, Inc.10,950
0.2% of portfolio›$857.3K
M.E. Allison & Co., Inc.10,881
0.5% of portfolio›$851.9K
Cliftonlarsonallen Wealth Advisors, LLC10,690
0.0% of portfolio›$836.9K
Advisortrust Partners, LLC10,635
0.3% of portfolio›$832.6K
Citizens Financial Group Inc10,472
0.0% of portfolio›$819.8K
Kingsbury Capital Investment Advisors LLC10,269
0.8% of portfolio›$804.0K
Alliance Wealth Advisors, LLC10,248
0.3% of portfolio›$802.3K
Tounjian Advisory Partners, LLC9,936
0.3% of portfolio›$777.9K
Sagespring Wealth Partners, LLC9,874
0.0% of portfolio›$773.0K
WealthBridge Capital Management, LLC9,844
0.1% of portfolio›$770.7K
XML Financial, LLC9,606
0.1% of portfolio›$752.1K
CoreCap Advisors, LLC9,569
0.0% of portfolio›$749.2K
Simplicity Wealth,LLC9,501
0.0% of portfolio›$743.9K
MSH Capital Advisors LLC9,497
0.1% of portfolio›$743.5K
Diversify Advisory Services, LLC9,327
0.0% of portfolio›$743.6K
Diversify Wealth Management, LLC9,327
0.0% of portfolio›$743.6K
Integrated Advisors Network LLC9,313
0.0% of portfolio›$729.1K
Maseco LLP8,858
0.0% of portfolio›$693.4K
Valtinson Bruner Financial Planning LLC8,681
0.2% of portfolio›$679.6K
Acorn Wealth Advisors, LLC8,578
0.2% of portfolio›$671.6K
Lighthouse Wealth Management Inc.8,555
0.4% of portfolio›$669.8K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors8,309
0.0% of portfolio›$650.5K
WealthTrust Asset Management, LLC7,853
0.3% of portfolio›$614.8K
Clark Asset Management, LLC7,807
0.0% of portfolio›$611.2K
Puff Wealth Management, LLC7,764
0.6% of portfolio›$607.8K
Tempo Wealth, LLC7,732
0.1% of portfolio›$605.4K
Schear Investment Advisers, LLC7,732
0.1% of portfolio›$605.4K
Atlas Private Wealth Advisors7,708
0.1% of portfolio›$603.5K
Integrity Wealth Partners, LLC7,683
0.5% of portfolio›$601.5K
Fifth Third Securities, Inc.7,648
0.0% of portfolio›$598.8K
Johnson Financial Group, LLC7,639
0.0% of portfolio›$598.1K
Castle Rock Wealth Management, LLC7,629
0.1% of portfolio›$606.2K
Patten Group, Inc.7,589
0.1% of portfolio›$594.1K
Ulrich Consultants & Investment Group, LLC7,500
0.6% of portfolio›$587.2K
Cambridge Advisors Inc.7,487
0.1% of portfolio›$586.2K
Hazlett, Burt & Watson, Inc.7,018
0.1% of portfolio›$224.3K
Castleview Partners, LLC7,014
0.2% of portfolio›$549.1K
Northwest Financial Advisors6,823
0.1% of portfolio›$534.2K
MBE Wealth Management, LLC6,756
0.2% of portfolio›$528.9K
Pinnacle Bancorp, Inc.6,731
0.1% of portfolio›$527.0K
Retirement Planning Group, LLC6,617
0.0% of portfolio›$518.0K
Northwest Wealth Management, LLC6,539
0.1% of portfolio›$511.9K
Evolution Wealth Management Inc.6,507
0.3% of portfolio›$509.4K
Archer Investment Corp6,411
0.1% of portfolio›$502.0K
Catalyst Investment Management LLC6,378
0.4% of portfolio›$499.4K
Maia Wealth LLC6,336
0.1% of portfolio›$496.0K
Stackstone Wealth, LLC6,314
0.0% of portfolio›$494.3K
Dynamic Advisor Solutions LLC6,182
0.0% of portfolio›$484.0K
Rossby Financial, LCC6,161
0.1% of portfolio›$482.4K
Paragon Private Wealth Management, LLC6,095
0.1% of portfolio›$477.1K
Meadow Creek Wealth Advisors LLC6,012
0.3% of portfolio›$470.7K
Junk Investment Group, LLC5,997
0.2% of portfolio›$469.5K
BIP Wealth, LLC5,893
0.0% of portfolio›$461.4K
Capital Square, LLC5,866
0.2% of portfolio›$459.3K
Avantra Family Wealth, Inc.5,822
0.3% of portfolio›$455.8K
Tucker Asset Management LLC5,781
0.1% of portfolio›$452.6K
KPP Advisory Services LLC5,746
0.1% of portfolio›$449.9K
Thurston, Springer, Miller, Herd & Titak, Inc.5,691
0.7% of portfolio›$445.6K
GK Wealth Management LLC5,654
0.2% of portfolio›$442.7K
Tempus Wealth Planning, LLC5,626
0.1% of portfolio›$440.5K
Old Port Advisors5,549
0.1% of portfolio›$434.4K
Brighton Jones LLC5,493
0.0% of portfolio›$430.1K
Clear Point Advisors Inc.5,458
0.3% of portfolio›$427.3K
Global View Capital Management LLC5,354
0.1% of portfolio›$419.2K
Whalen Wealth Management Inc.5,239
0.2% of portfolio›$410.2K
Realta Investment Advisors5,233
0.1% of portfolio›$409.7K
Formidable Asset Management, LLC5,187
0.1% of portfolio›$420.5K
Keybank National Association4,945
0.0% of portfolio›$387.1K
Sacks & Associates, LLC4,941
0.3% of portfolio›$386.8K
Tortuga Wealth Management, Inc4,919
0.3% of portfolio›$385.2K
Rose Capital Advisors LLC4,903
0.1% of portfolio›$383.9K
Goldstein Advisors, LLC4,862
0.0% of portfolio›$380.6K
Register Financial Advisors LLC4,853
0.1% of portfolio›$379.9K
Vaquero Private Wealth, LTD4,827
0.1% of portfolio›$377.9K
Marino, Stram & Associates LLC4,788
0.1% of portfolio›$374.9K
Elevated Financial Group LLC4,754
0.1% of portfolio›$372.2K
American Institute for Advanced Investment Management, LLP4,751
0.2% of portfolio›$372.0K
Balance Wealth Partners LLC4,723
0.1% of portfolio›$369.8K
Quadrant Capital Group LLC4,691
0.0% of portfolio›$373.1K
BAR Harbor Wealth Management4,586
0.0% of portfolio›$359.0K
WealthPlan Investment Management, LLC4,567
0.0% of portfolio›$357.5K
Xcel Wealth Management, LLC4,517
0.1% of portfolio›$353.6K
GoalVest Advisory LLC4,508
0.1% of portfolio›$352.9K
Kraft, Davis & Associates, LLC4,495
0.1% of portfolio›$357.0K
Facet Wealth, Inc.4,495
0.0% of portfolio›$351.9K
Sage Financial Group Inc4,477
0.0% of portfolio›$350.5K
Seven Mile Advisory4,456
0.2% of portfolio›$348.9K
Gilpin Wealth Management, LLC4,406
0.2% of portfolio›$344.9K
Whelan Financial4,403
0.1% of portfolio›$344.7K
Aprio Wealth Management, LLC4,393
0.0% of portfolio›$343.9K
Gamma Investing LLC4,382
0.0% of portfolio›$343.1K
Zullo Investment Group, Inc.4,305
0.1% of portfolio›$337.1K
Adelphi Trust Co4,303
0.2% of portfolio›$336.9K
Three Magnolias Financial Advisors, LLC4,185
0.2% of portfolio›$327.6K
Cullen T Bankers, Inc.4,153
0.0% of portfolio›$325.1K
SkyOak Wealth, LLC4,018
0.1% of portfolio›$314.6K
Partners Wealth Management, LLC3,957
0.0% of portfolio›$309.8K
Members Wealth LLC3,913
0.2% of portfolio›$308.7K
Westside Investment Management, Inc.3,729
0.0% of portfolio›$291.9K
QTR Family Wealth, LLC3,710
0.1% of portfolio›$290.5K
Cresta Advisors, Ltd.3,700
0.1% of portfolio›$289.7K
Lantern Wealth Advisors, LLC3,644
0.1% of portfolio›$285.3K
Equitable Trust Co3,613
0.0% of portfolio›$282.9K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,597
0.0% of portfolio›$281.6K
Kestra Investment Management, LLC3,593
0.0% of portfolio›$281.3K
Power Wealth Management LLC3,574
0.1% of portfolio›$279.8K
Fifth Third Wealth Advisors LLC3,558
0.0% of portfolio›$278.6K
GLR Partners, LLC3,538
0.1% of portfolio›$277.0K
Fee-Only Financial Planning, L.C.3,535
0.2% of portfolio›$276.8K
Hidden Cove Wealth Management, LLC3,453
0.1% of portfolio›$270.3K
Lido Advisors, LLC3,419
0.0% of portfolio›$267.7K
Stillwater Wealth Management Group3,405
0.1% of portfolio›$266.6K
Baker Tilly Wealth Management, LLC3,374
0.1% of portfolio›$264.2K
Sovran Advisors, LLC3,372
0.0% of portfolio›$269.6K
Fearless Solutions, LLC dba Best Invest3,325
0.1% of portfolio›$260.3K
Encompass More Asset Management3,269
0.0% of portfolio›$256.0K
Altus Wealth Group LLC3,240
0.1% of portfolio›$253.7K
J. Derek Lewis & Associates Inc.3,184
0.0% of portfolio›$249.2K
Langley Wealth Management, LLC3,165
0.2% of portfolio›$247.8K
Revisor Wealth Management LLC3,107
0.1% of portfolio›$245.0K
Strategic Planning Group, LLC3,096
0.0% of portfolio›$242.4K
Miller Financial Services LLC3,062
0.2% of portfolio›$239.7K
Principle Wealth Partners LLC3,031
0.0% of portfolio›$237.3K
Noesis Capital Mangement Corp3,021
0.0% of portfolio›$236.5K
Element Pointe Advisors, LLC2,963
0.0% of portfolio›$232.0K
Seven Hills Financial, LLC2,929
0.1% of portfolio›$229.3K
Kennedy Investment Group, Inc.2,921
0.1% of portfolio›$228.6K
Compass Financial Management LLC2,871
0.0% of portfolio›$224.8K
Selby Wealth Management, LLC2,868
0.1% of portfolio›$224.5K
Smith Asset Management Co., LLC2,867
0.2% of portfolio›$224.5K
Scheeler Financial LLC2,830
0.2% of portfolio›$221.6K
Verdence Capital Advisors LLC2,816
0.0% of portfolio›$220.5K
Purewater Capital LLC2,789
0.2% of portfolio›$218.4K
Ascent Group, LLC2,786
0.0% of portfolio›$218.1K
Hudock, Inc.2,756
0.0% of portfolio›$215.8K
R2 Capital Strategies, LLC2,717
0.1% of portfolio›$212.7K
Core Wealth Partners LLC2,646
0.1% of portfolio›$207.2K
NBT Bank, N.A.2,557
0.0% of portfolio›$200.2K
Parkside Financial Bank & Trust2,510
0.0% of portfolio›$196.5K
Blue Bell Private Wealth Management, LLC2,130
0.0% of portfolio›$166.8K
MidAtlantic Capital Management, Inc.1,945
0.1% of portfolio›$152.3K
Plante Moran Financial Advisors, LLC1,926
0.0% of portfolio›$150.8K
Key FInancial Inc1,647
0.0% of portfolio›$128.9K
Wealth Enhancement Trust Services, Inc.1,628
0.0% of portfolio›$127.5K
Glass Jacobson Investment Advisors llc1,440
0.0% of portfolio›$112.8K
CX Institutional1,181
0.0% of portfolio›$92
Nemes Rush Group LLC1,100
0.0% of portfolio›$86.1K
Holos Integrated Wealth LLC1,076
0.0% of portfolio›$85.4K
Mather Group, Llc.1,065
0.0% of portfolio›$83.4K
Key Capital Management, Inc1,009
0.0% of portfolio›$79.0K
Wolff Wiese Magana LLC1,008
0.0% of portfolio›$78.9K
City State Bank950
0.0% of portfolio›$74.4K
Atlantic Edge Private Wealth Management, LLC897
0.0% of portfolio›$70.2K
Harbor Investment Advisory, LLC895
0.0% of portfolio›$70.1K
Halbert Hargrove Global Advisors, LLC854
0.0% of portfolio›$66.9K
Independence Bank of Kentucky837
0.0% of portfolio›$65.5K
Bokf, NA750
0.0% of portfolio›$58.7K
Navigoe, LLC737
0.0% of portfolio›$57
POM Investment Strategies, LLC736
0.0% of portfolio›$57.6K
Quest 10 Wealth Builders, Inc.730
0.0% of portfolio›$57.2K
SYM Financial Corp700
0.0% of portfolio›$54.8K
Hilltop National Bank697
0.0% of portfolio›$54.6K
Tsfg, LLC641
0.0% of portfolio›$50.0K
Reap Financial Group, LLC604
0.0% of portfolio›$47.3K
Silver Grove Financial Group, Inc.589
0.0% of portfolio›$46.1K
Quaker Wealth Management, LLC575
0.0% of portfolio›$45.0K
Rosenberg Matthew Hamilton550
0.0% of portfolio›$43.1K
Allspring Global Investments Holdings, LLC533
0.0% of portfolio›$42.2K
Avion Wealth525
0.1% of portfolio›$41.0K
Raleigh Capital Management Inc.504
0.0% of portfolio›$39.4K
Marshall & Sterling Wealth Advisors Inc.478
0.0% of portfolio›$37.4K
Salomon & Ludwin, LLC425
0.0% of portfolio›$33.3K
Farmers & Merchants Investments Inc418
0.0% of portfolio›$32.7K
Reyes Financial Architecture, Inc.402
0.0% of portfolio›$31.5K
Aspect Partners, LLC384
0.0% of portfolio›$30.1K
Financial Perspectives, Inc375
0.0% of portfolio›$29.4K
Kings Path Partners LLC343
0.0% of portfolio›$26.9K
EPG Wealth Management LLC337
0.0% of portfolio›$26.4K
SBI Securities Co., Ltd.330
0.0% of portfolio›$25.8K
Trust Co308
0.0% of portfolio›$24.1K
Center for Financial Planning, Inc.303
0.0% of portfolio›$23.8K
Birchbrook, Inc.300
0.0% of portfolio›$23.5K
Gables Capital Management Inc.300
0.0% of portfolio›$23.5K
Bare Financial Services, Inc279
0.0% of portfolio›$21.8K
Buck Wealth Strategies, LLC270
0.0% of portfolio›$21.1K
West Financial Advisors, LLC250
0.0% of portfolio›$19.6K
Gen-Wealth Partners Inc244
0.0% of portfolio›$19.1K
Tompkins Financial Corp240
0.0% of portfolio›$18.8K
Cape Investment Advisory, Inc.238
0.0% of portfolio›$18.6K
Versant Capital Management, Inc233
0.0% of portfolio›$18.2K
Private Wealth Management Group, LLC215
0.0% of portfolio›$16.8K
Oakworth Capital, Inc.200
0.0% of portfolio›$15.7K
Flagship Wealth Advisors, LLC142
0.0% of portfolio›$11.1K
First Community Trust NA134
0.0% of portfolio›$10.5K
Bfsg, LLC130
0.0% of portfolio›$10.2K
Lloyd Advisory Services, Llc.128
0.0% of portfolio›$10.0K
Accordant Advisory Group Inc127
0.0% of portfolio›$9.9K
Evermay Wealth Management LLC121
0.0% of portfolio›$9.5K
William Mack & Associates, Inc.113
0.0% of portfolio›$8.8K
United Financial Planning Group LLC87
0.0% of portfolio›$6.8K
Mowery & Schoenfeld Wealth Management, LLC77
0.0% of portfolio›$6.0K
Trust Co of Vermont75
0.0% of portfolio›$5.9K
Costello Asset Management, Inc68
0.0% of portfolio›$5.3K
Latitude Advisors, LLC48
0.0% of portfolio›$3.8K
Birch Financial Group, LLC46
0.0% of portfolio›$3.6K
Blue Trust, Inc.42
0.0% of portfolio›$3.3K
Pinnacle Wealth Planning Services, Inc.25
0.0% of portfolio›$2.0K
Signaturefd, LLC22
0.0% of portfolio›$1.7K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
5,720,865$447.9M0.6%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
3,752,738$293.8M1.7%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
2,904,730$227.4M0.6%CoreLowAustin, TX2026-11-02
Truist Financial Corp
1,747,626$136.8M0.2%CoreLowCharlotte, NC2026-10-30
Prospera Financial Services Inc
1,154,687$91.4M1.2%CoreMediumDallas, TX2026-11-04
Kestra Private Wealth Services, LLC
1,017,083$79.6M0.8%GrowthLowAustin, TX2026-10-30
Csenge Advisory Group
999,638$78.3M3.1%ETFMediumClearwater, FL2026-11-04
D.A. Davidson & Co.
956,176$74.9M0.4%CoreLowGreat Falls, MT2026-10-28
Elevation Point Wealth Partners, LLC
798,520$62.5M1.0%CoreHighDenver, CO2026-11-05
Koshinski Asset Management, Inc.
707,267$55.4M2.9%ETFLowDecatur, IL2026-10-29
Wealth Enhancement Advisory Services, LLC
609,986$48.5M0.1%CoreLowPlymouth, MN2026-10-13
RVW Wealth, LLC
596,440$46.7M3.0%ETFVery LowLos Angeles, CA2026-10-06
Concurrent Investment Advisors, LLC
568,548$44.5M0.3%GrowthMediumTampa, FL2026-10-16
Financial Partners Group, Inc
552,438$43.3M4.5%ETFLowOverland Park, KS2026-10-19
Citigroup Inc
529,973$41.5M0.0%CoreMediumNew York, NY2026-11-04
First Heartland Consultants, Inc.
510,462$40.0M2.7%ETFMediumLake St. Louis, MO2026-10-08
Horizon Advisory Services, Inc.
510,319$40.0M15.1%ETFMediumWest Henrietta, NY2026-10-29
Rise Advisors, LLC
502,526$39.3M11.1%ETFMediumRochester, NY2026-10-16
VestGen Advisors, LLC
416,864$32.6M1.0%GrowthMediumChicago, IL2026-10-27
Park National Corp
402,324$31.5M0.9%CoreLowNewark, OH2026-10-05
Next Level Private LLC
392,457$30.7M5.9%CoreVery LowHarrison, NY2026-10-20
Hobart Private Capital, LLC
381,720$29.9M5.1%ETFMediumCharlotte, NC2026-10-19
Independent Financial Group, LLC
364,024$28.5M0.5%GrowthLowSan Diego, CA2026-10-13
Crumly & Associates Inc.
346,312$27.1M4.8%ETFMediumSpringfield, IL2026-10-07
Integrity Wealth Advisors, Inc.
305,865$23.9M12.4%ETFMediumVentura, CA2026-10-29
Flagship Harbor Advisors, LLC
296,516$23.2M0.9%ETFMediumBoston, MA2026-10-26
Howard Financial Services, Ltd.
292,508$22.9M2.4%ETFLowDallas, TX2026-10-15
Key Client Fiduciary Advisors, LLC
282,820$22.1M6.2%ValueMediumFairfield, NJ2026-10-19
Sentinel Advisory Group, LLC
280,657$22.0M9.0%ETFVery LowMiddleton, WI2026-10-20
Oppenheimer & Co Inc
277,076$21.7M0.2%CoreLowNew York, NY2026-10-26
tru Independence LLC
258,466$20.2M8.7%ETFLowPortland, OR2026-10-20
Chris Bulman Inc
253,773$19.9M7.0%ETFLowRoseville, CA2026-10-20
Avaii Wealth Management, LLC
251,511$19.9M5.7%ETFMediumAppleton, WI2026-10-09
Commonwealth Financial Services, LLC
248,216$19.4M3.5%ETFMediumVienna, WV2026-10-20
Sigma Planning Corp
248,120$19.4M0.5%GrowthMediumAnn Arbor, MI2026-10-23
Redhawk Wealth Advisors, Inc.
246,762$19.3M2.0%ETFHighMinneapolis, MN2026-10-14
Golden State Wealth Management, LLC
233,234$18.3M1.7%ETFMediumSanta Ana, CA2026-11-02
Assetmark, Inc
233,070$18.2M0.0%ETFLowConcord, CA2026-10-21
Daymark Wealth Partners, LLC
227,641$17.8M0.4%CoreLowCincinnati, OH2026-11-04
Brookstone Capital Management
225,896$17.7M0.2%ETFMediumWheaton, IL2026-10-22
Walkner Condon Financial Advisors LLC
223,549$17.5M1.9%ETFLowVerona, WI2026-11-02
Beacon Financial Group
220,457$17.3M1.6%ETFMediumDallas, TX2026-10-19
Summit Wealth Group LLC / Co
218,990$17.1M1.1%ETFHighColorado Springs, CO2026-10-29
Juno Financial Group LLC
218,321$17.1M6.0%ETFMediumRichmond, VA2026-10-27
Pinnacle Associates LTD
214,387$16.8M0.2%CoreLowNew York, NY2026-10-20
Davenport & Co LLC
213,154$16.7M0.1%CoreMediumRichmond, VA2026-10-14
Spectrum Wealth Advisory Group, LLC
200,540$15.7M4.4%ETFMediumGranite Bay, CA2026-10-29
Rockport Wealth LLC
196,158$15.4M2.7%ETFMediumFairview Park, OH2026-11-03
GSG Advisors LLC
194,440$15.2M3.2%ETFVery LowMount Laurel, NJ2026-11-03
HBW Advisory Services LLC
194,165$15.2M1.5%ETFMediumSimi Valley, CA2026-10-15
Mainsail Financial Group, LLC
193,425$15.1M5.1%ETFLowBellevue, WA2026-10-23
Cornerstone Wealth Management, LLC
189,156$14.8M0.6%ETFVery LowSt. Peters, MO2026-11-04
AJ Advisors, LLC
189,049$14.8M4.7%ETFVery LowNashville, TN2026-10-29
Ascentis Independent Advisors
186,543$14.6M0.9%ETFLowDallas, TX2026-11-03
Wagner Wealth Management, LLC
185,929$14.6M2.5%ETFLowGreenville, SC2026-10-21
Atria Investments, Inc
185,291$14.5M0.1%CoreMediumCharlotte, NC2026-10-15
United Advisor Group, LLC
185,201$14.5M1.4%ETFLowCincinnati, OH2026-11-03
Lynch & Associates
179,612$14.1M2.0%CoreVery LowEvansville, IN2026-10-13
Farther Finance Advisors, LLC
179,604$14.1M0.1%IndexLowSan Francisco, CA2026-10-08
Gaddis Premier Wealth Advisors LLC
178,318$14.0M7.7%ETFMediumDurant, OK2026-10-29
City Holding Co
176,546$13.8M1.5%CoreLowCharleston, WV2026-10-19
RFG Advisory, LLC
167,946$13.1M0.2%ETFMediumBirmingham, AL2026-11-03
PFG Advisors
162,545$12.7M0.6%ETFMediumPhoenix, AZ2026-10-16
Legacy Capital Wealth Partners, LLC
162,355$12.0M2.5%CoreMediumLittle Rock, AR2026-10-21
Weitzel Financial Services, Inc.
158,225$12.5M4.2%ETFVery LowDubuque, IA2026-10-16
O'Connor Financial Group LLC
157,199$12.3M4.4%ETFLowQuincy, IL2026-10-26
Vise Technologies, Inc.
155,228$12.2M0.1%IndexLowNew York, NY2026-10-29
MGO One Seven LLC
153,608$12.0M0.2%GrowthLowBeachwood, OH2026-10-28
Wealthcare Advisory Partners LLC
150,680$11.8M0.2%ETFLowWest Chester, PA2026-10-21
15 Wealth Advisors LLC
140,444$11.0M2.8%ETFN/AMundelein, IL2026-10-14
Meridian Wealth Management, LLC
138,579$10.8M0.3%GrowthLowLexington, KY2026-11-05
James T. Borello RIA
138,256$10.8M2.2%ETFVery LowEast Dundee, IL2026-10-16
Accel Wealth Management
137,688$10.8M2.3%ETFLowWaverly, IA2026-10-13
Focus Financial Network, Inc.
137,483$10.8M0.3%ETFLowMinneapolis, MN2026-10-14
Triumph Capital Management
132,285$10.4M1.8%ETFMediumDenver, CO2026-10-14
Envision Financial LLC
132,086$10.3M4.6%ETFLowBrookfield, WI2026-10-15
Certified Advisory Corp
132,069$10.3M0.9%ETFLowAltamonte Springs, FL2026-10-29
International Assets Investment Management, LLC
126,749$10.0M0.6%CoreVery HighOrlando, FL2026-11-02
Huntleigh Advisors, Inc.
126,453$9.9M1.4%GrowthMediumSt. Louis, MO2026-11-03
Total Clarity Wealth Management, Inc.
123,862$9.7M1.9%ETFMediumSt. Charles, IL2026-10-26
Frederick Financial Consultants, LLC
123,130$9.6M4.0%ETFVery LowFrederick, MD2026-10-29
Harel Insurance Investments & Financial Services Ltd.
122,200$9.6M0.1%GrowthHighRamat Gan, Luxembourg2026-11-02
Nestegg Advisors, Inc.
121,127$9.5M6.2%ETFLowHauppauge, NY2026-10-21
Milestones Private Investment Advisors LLC
120,442$9.4M7.6%ETFMediumFairport, NY2026-10-19
Virtus Wealth Solutions LLC
118,863$9.3M1.6%Agg GrowthHighCranford, NJ2026-11-03
Genesis Private Wealth, LLC
118,402$9.3M2.6%ETFLowAshburn, VA2026-11-02
Guided Capital Wealth Management, LLC
116,860$9.1M5.3%ETFMediumHouston, TX2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
116,508$9.1M0.5%GrowthLowRed Bank, NJ2026-10-23
StoneCrest Wealth Management, Inc.
116,483$9.1M2.9%ETFMediumChandler, AZ2026-11-03
Stewardship Concepts Financial Services LLC
113,607$8.9M5.8%ETFLowSpokane, WA2026-10-06
Wedbush Securities Inc
112,607$8.8M0.6%CoreLowPasadena, CA2026-10-22
IFP Advisors, Inc
112,372$8.8M0.2%GrowthLowTampa, FL2026-10-16
Centennial Wealth Advisory LLC
109,920$8.6M1.8%ETFLowTraverse City, MI2026-10-16
Avidian Wealth Enterprises, LLC
106,751$8.4M0.2%ETFLowHouston, TX2026-10-08
Fairway Financial, LLC
99,852$7.8M4.9%ETFMediumCasselberry, FL2026-10-20
Arvest Investments, Inc.
99,294$7.8M0.9%ETFLowLowell, AR2026-10-21
Spire Wealth Management
97,182$7.6M0.2%GrowthMediumMclean, VA2026-10-30
Iams Wealth Management, LLC
96,649$7.6M2.2%CoreMediumOmaha, NE2026-10-15
Smart Wealth LLC
95,202$7.5M1.5%ETFHighOmaha, NE2026-11-04
IMG Wealth Management, Inc.
93,330$7.3M3.8%ETFMediumJacksonville, FL2026-10-27
Victory Financial Group, LLC
93,045$7.3M0.7%ETFLowAustin, TX2026-10-27
Titleist Asset Management, LLC
92,411$7.2M0.5%ETFLowSan Antonio, TX2026-10-08
Fairvoy Private Wealth, LLC
90,109$7.1M1.4%GrowthMediumBirmingham, AL2026-10-19
StoneX Group Inc.
89,372$7.0M0.3%ETFMediumNew York, NY2026-11-03
Kingswood Wealth Advisors, LLC
89,209$7.0M0.3%GrowthLowSan Diego, CA2026-10-23
RFG - Bristol Wealth Advisors, LLC
89,171$7.0M1.7%ETFLowTaunton, MA2026-10-09
Claro Advisors Inc.
88,121$6.9M0.7%CoreLowBoston, MA2026-11-02
Insight Inv LLC
87,127$6.8M3.2%CoreVery LowEl Segundo, CA2026-10-27
Cottonwood Capital Advisors, LLC
86,614$6.8M4.1%ETFVery LowSalt Lake City, UT2026-10-20
PKS Advisory Services, LLC
80,575$6.5M1.0%ETFMediumAlbany, NY2026-10-26
EverSource Wealth Advisors, LLC
79,531$6.2M0.2%CoreMediumBirmingham, AL2026-11-04
Bank of New York Mellon Corp
76,360$6.0M0.0%CoreLowNew York, NY2026-11-05
Founders Financial Securities LLC
75,265$5.9M0.3%ETFMediumTowson, MD2026-10-28
LVZ, Inc.
73,359$5.7M0.6%ETFLowHolland, MI2026-10-20
Lineweaver Wealth Advisors, LLC
73,005$5.7M0.7%ETFLowValley View, OH2026-10-13
BlueChip Wealth Advisors LLC
72,972$5.7M1.9%ETFMediumMilton, GA2026-11-03
Ballew Advisors, Inc
72,866$5.8M2.9%ETFLowJackson, MS2026-10-05
Triad Wealth Partners, LLC
71,822$5.6M0.3%ETFMediumLawrence, KS2026-10-26
CLG LLC
71,074$5.6M1.2%ETFMediumLong Beach, CA2026-10-13
Arwa LLC
71,030$5.6M2.1%ETFMediumFort Worth, TX2026-10-21
Able Financial Group, LLC
70,740$5.5M0.9%ETFLowScottsdale, AZ2026-10-14
Mattern Wealth Management LLC
69,507$5.4M0.9%ETFVery LowLawrence, KS2026-11-04
Perigon Wealth Management, LLC
69,467$5.4M0.1%GrowthLowSan Francisco, CA2026-10-22
Five Pine Wealth Management
68,924$5.4M3.1%ETFVery LowCoeur D Alene, ID2026-10-20
Creative Planning
67,605$5.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Thrivent Financial for Lutherans
67,423$2.5M0.0%GARPMediumMinneapolis, MN2026-11-05
Integrity Alliance, Llc.
67,117$5.3M0.2%ETFMediumUrbandale, IA2026-10-29
BankPlus Wealth Management LLC
67,010$5.2M2.3%ETFLowJackson, MS2026-10-13
Willner & Heller, LLC
66,647$5.2M3.3%GrowthLowEncino, CA2026-10-28
Braun-Bostich & Associates Inc.
65,600$5.1M2.9%ETFMediumCanonsburg, PA2026-10-20
Merkkuri Wealth Advisors LLC
65,281$5.1M3.1%ETFMediumHicksville, NY2026-11-03
Avior Wealth Management, LLC
65,003$5.1M0.1%ETFMediumOmaha, NE2026-10-13
Guilbault Capital LLC
64,340$5.0M4.9%ETFMediumMetairie, LA2026-10-28
Carlson Financial, Inc.
63,323$5.0M2.6%GrowthLowCanby, OR2026-11-05
Park Avenue Securities LLC
62,313$4.9M0.1%ETFMediumNew York, NY2026-10-26
Capital Investment Advisory Services, LLC
62,182$4.9M0.3%CoreMediumRaleigh, NC2026-10-30
Ergawealth Advisors, Inc.
60,299$4.7M1.9%ETFMediumOak Brook, IL2026-10-21
Ignite Planners, LLC
60,009$4.7M0.6%CoreLowSan Clemente, CA2026-10-14
Crusonia Wealth Advisors LLC
59,786$4.7M0.7%ETFVery LowDenver, CO2026-10-26
Dhjj Financial Advisors, Ltd.
57,959$4.5M1.3%ETFVery LowNaperville, IL2026-10-23
Nearside Advisors, LLC
57,519$4.5M3.2%Agg GrowthN/AIndianapolis, IN2026-10-20
TrueWealth Advisors, LLC
56,100$4.4M1.0%ETFMediumBirmingham, AL2026-10-09
Southland Equity Partners LLC
55,924$4.4M0.8%ETFLowWildwood, MO2026-10-14
Larson Financial Group LLC
53,012$4.2M0.1%GrowthLowSt Louis, MO2026-11-05
Capital Asset Advisory Services LLC
52,546$4.2M0.1%ETFLowWilliamston, MI2026-10-30
Hilton Head Capital Partners, LLC
52,224$4.1M2.2%CoreMediumHilton Head Island, SC2026-10-23
TBH Global Asset Management, LLC
52,139$4.1M0.7%CoreHighBrentwood, TN2026-11-03
Creative Financial Designs Inc
52,012$4.1M0.2%ETFMediumKokomo, IN2026-11-04
Wisconsin Wealth Advisors, LLC
51,322$4.0M3.4%ETFLowSun Prairie, WI2026-10-08
Stegent Equity Advisors, Inc.
51,218$4.0M3.2%ETFHighHouston, TX2026-10-13
Flagstar Securities, Inc
50,792$4.0M1.2%ETFVery LowNew York, NY2026-10-15
Private Trust Co NA
49,324$3.9M0.3%CoreLowCleveland, OH2026-10-20
Ashton Thomas Private Wealth, LLC
48,777$3.8M0.1%CoreMediumScottsdale, AZ2026-11-03
Signature Estate & Investment Advisors LLC
48,724$3.8M0.1%ETFMediumLos Angeles, CA2026-10-13
Asset Allocation Strategies LLC
47,323$3.7M0.6%ETFMediumFarmington, MI2026-10-20
Purus Wealth Management, LLC
47,212$3.7M1.0%Agg GrowthVery LowNewport Beach, CA2026-10-15
Precedent Wealth Partners, LLC
46,954$3.7M0.6%ETFMediumHouston, TX2026-10-21
Shelton Wealth Management, LLC
46,312$3.6M1.4%GrowthMediumFort Worth, TX2026-10-16
PCA Investment Advisory Services Inc.
45,736$3.6M1.0%ETFVery LowCincinnati, OH2026-10-13
Clear Creek Financial Management, LLC
45,647$3.6M0.3%ETFMediumSilverdale, WA2026-10-28
SFG Wealth Management, Llc.
43,497$3.4M1.2%ETFMediumTowson, MD2026-10-23
Wagner Wealth Management, Corp
42,534$3.3M2.6%ETFHighConyngham, PA2026-10-20
Apollon Financial, LLC
41,799$3.3M0.4%ETFVery LowMount Pleasant, SC2026-10-23
Tcfg Investment Advisors, LLC
41,018$3.2M1.1%GrowthMediumLaguna Niguel, CA2026-10-20
Platform Technology Partners
40,264$3.2M0.5%CoreVery LowLocust Valley, NY2026-11-02
Beacon Financial Advisory LLC
39,214$3.1M0.6%ETFLowCleveland, OH2026-10-16
EdgeRock Capital LLC
38,119$3.0M0.6%ETFLowDenver, CO2026-11-03
Davis Investment Partners, LLC
37,598$2.9M0.9%ETFLowCharlotte, NC2026-11-05
Uptick Partners, LLC
36,963$2.9M0.4%ETFLowNacogdoches, TX2026-11-04
SeaBridge Investment Advisors LLC
36,528$2.9M0.4%GrowthMediumSummit, NJ2026-11-02
Lanark Financial, Inc.
36,462$2.9M0.2%CoreMediumBirmingham, AL2026-10-26
Opinicus Capital, Inc.
36,009$2.8M1.5%GrowthLowTampa, FL2026-10-28
Wealth Effects LLC
35,357$2.8M0.7%GrowthLowBoston, MA2026-10-23
Beaumont Financial Advisors, LLC
34,413$2.7M0.2%GrowthMediumNeedham, MA2026-10-22
Global Assets Advisory, LLC
34,209$2.7M0.6%GrowthHighOrlando, FL2026-10-28
Certuity, LLC
33,893$2.7M0.1%GARPLowNorth Palm Beach, FL2026-11-02
Barrett & Company, Inc.
33,580$2.6M0.7%ETFLowProvidence, RI2026-10-22
Copper Harbor Investment Advisors, LLC
32,933$2.6M0.5%ETFN/AAppleton, WI2026-10-16
Dagco, Inc.
32,352$2.5M0.4%ETFVery LowWestlake, OH2026-10-20
Cypress Wealth Services, LLC
32,288$2.6M0.3%ETFLowPalm Desert, CA2026-10-21
Rhodes Investment Advisors Inc
32,254$2.5M1.8%CoreMediumFort Worth, TX2026-10-07
Balefire, LLC
31,849$2.5M0.4%ETFMediumDallas, TX2026-10-09
MTM Investment Management, LLC
31,760$2.5M0.7%CoreVery LowSpartanburg, SC2026-10-30
Genesee Capital Advisors, LLC
31,628$2.5M0.8%ETFMediumAuburn, NY2026-10-20
APS Management Group, Inc.
31,087$2.4M1.7%ETFMediumTorrance, CA2026-10-14
Apollon Wealth Management, LLC
30,470$2.4M0.0%GrowthLowMount Pleasant, SC2026-10-23
Centerpoint Advisory Group
30,301$2.4M1.5%ETFLowOverland Park, KS2026-10-23
AdvisorNet Financial, Inc
30,140$2.4M0.1%ETFLowMinnetonka, MN2026-10-15
Intrua Financial, LLC
30,136$2.4M0.2%ETFMediumHouston, TX2026-10-28
Foresight Capital Management Advisors, Inc.
29,444$2.3M1.1%CoreMediumSaline, MI2026-10-27
Strategic Blueprint, LLC
29,259$2.3M0.1%ETFLowAtlanta, GA2026-10-22
WPG Advisers, LLC
29,194$2.3M1.2%CoreLowBaltimore, MD2026-10-27
Serenity Investment Advisors
29,135$2.3M1.0%ETFVery LowChicago, IL2026-10-30
National Wealth Management Group, LLC
29,037$2.3M0.7%ETFMediumCincinnati, OH2026-10-26
Winebrenner Capital Management LLC
28,349$2.2M1.4%ETFLowLouisville, KY2026-10-07
HUB Investment Partners, LLC
27,836$2.2M0.0%GrowthLowAustin, TX2026-11-03
Ellsworth Advisors, LLC
27,142$2.1M0.3%GARPHighHudson, OH2026-10-15
True Blue Financial, LLC
27,047$2.1M0.8%ETFLowStevensville, MI2026-10-15
Orba Wealth Advisors, L.L.C.
26,828$2.1M1.8%ETFMediumChicago, IL2026-10-23
Parallel Advisors, LLC
25,933$2.0M0.0%IndexLowSan Francisco, CA2026-11-03
Southern Financial Group, LLC
25,858$2.0M0.6%ETFVery LowBirmingham, AL2026-10-30
Grantvest Financial Group LLC
25,072$2.0M1.1%ETFLowMatawan, NJ2026-10-21
Triton Wealth Management, Pllc
24,968$2.0M0.6%ETFMediumSun City, AZ2026-11-04
Signature Equity Partners, LLC
24,885$1.9M0.7%GrowthMediumColumbus, OH2026-10-29
Appalachian Capital Management Ltd
24,452$1.9M1.4%ETFVery LowSt Clairsville, OH2026-10-14
Aurora Private Wealth, Inc.
23,529$1.8M2.3%ETFLowRockaway, NJ2026-10-20
Boyer Financial Services, Inc.
23,154$1.8M1.5%ETFLowNewport Beach, CA2026-10-23
Pacific Excel Wealth Advisors, Inc.
22,978$1.8M2.0%ETFHighWalnut Creek, CA2026-10-27
Keystone Wealth Services, LLC
22,430$1.8M0.3%ETFHighPalm Desert, CA2026-11-03
Morey & Quinn Wealth Partners, LLC
22,332$1.7M1.1%CoreVery LowOmaha, NE2026-10-28
Robertson Stephens Wealth Management, LLC
22,042$1.7M0.0%ETFMediumSan Francisco, CA2026-10-16
Worthington Financial Partners, LLC
21,685$1.7M1.4%GrowthLowWorthington, OH2026-10-13
RiverTree Advisors, LLC
21,244$1.7M1.0%ETFMediumWinter Park, FL2026-10-13
Novem Group
21,105$1.7M0.2%ETFMediumRochester, NY2026-10-19
Prism Advisors, Inc.
20,518$1.6M0.4%ETFMediumStudio City, CA2026-10-09
Quad-Cities Investment Group, LLC
20,336$1.6M0.6%CoreLowDavenport, IA2026-10-16
Flynn Zito Capital Management, LLC
19,693$1.5M0.4%ETFLowGarden City, NY2026-11-04
Walker Asset Management, LLC
19,500$1.5M0.8%CoreVery LowSpringfield, MO2026-10-13
AFG Fiduciary Services Limited Partnership
19,192$1.5M1.2%ETFVery LowHingham, MA2026-10-21
Blueprint Investment Partners LLC
18,930$1.5M0.1%ETFMediumGreensboro, NC2026-10-28
Valeo Financial Advisors, LLC
18,751$1.5M0.0%ETFLowCarmel, IN2026-10-08
Regatta Capital Group, LLC
18,579$1.5M0.2%ETFLowEl Segundo, CA2026-10-23
San Luis Wealth Advisors LLC
17,983$1.4M0.2%CoreMediumSan Luis Obispo, CA2026-10-27
Prosperity Financial Group, Inc.
17,922$1.4M0.4%GrowthMediumSan Ramon, CA2026-10-29
Family Capital Management, Inc.
17,860$1.4M0.5%ETFLowGrand Rapids, MI2026-11-03
Chicago Partners Investment Group LLC
17,857$1.4M0.0%GARPLowChicago, IL2026-10-27
Advocate Investing Services LLC
17,438$1.4M1.1%ETFLowWoodbine, MD2026-10-26
B. Riley Wealth Advisors, Inc.
17,408$1.4M0.1%GrowthLowMemphis, TN2026-10-13
Blueprint Financial Advisors LLC
17,244$1.4M0.1%GARPMediumGreensboto, NC2026-10-28
Kaydan Wealth Management, Inc.
17,138$1.3M0.5%ETFMediumFenton, MI2026-10-08
Michels Family Financial, LLC
16,478$1.3M0.8%ETFLowFort Worth, TX2026-11-02
Tranquility Partners, LLC
16,452$1.3M0.4%CoreLowBrentwood, TN2026-10-20
Herold Advisors, Inc.
16,343$1.3M0.2%CoreLowNew York, NY2026-10-19
Axxcess Wealth Management, LLC
16,200$1.3M0.1%CoreLowCarlsbad, CA2026-10-21
Sanchez Wealth Management Group
16,158$1.3M3.8%ETFVery LowJacksonville, FL2026-11-02
Fermata Advisors, LLC
16,044$1.3M0.2%ETFLowSonoma, CA2026-10-13
Visionary Wealth Advisors
16,009$1.3M0.0%ETFLowO'Fallon, IL2026-11-04
Comprehensive Financial Consultants Institutional, Inc.
15,556$1.2M0.3%CoreMediumBloomington, IN2026-10-15
Elevated Capital Advisors, LLC
15,542$1.2M0.4%ETFMediumSandy, UT2026-11-04
Root Financial Partners, LLC
15,295$1.2M0.0%ETFMediumEncinitas, CA2026-10-21
Cyndeo Wealth Partners, LLC
15,195$1.2M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Main Street Group, LTD
14,809$1.2M0.3%ETFMediumGlen Allen, VA2026-10-28
First Horizon Corp
14,397$1.1M0.0%CoreLowMemphis, TN2026-10-26
Waterfront Wealth Inc.
14,287$1.1M0.2%ValueLowOverland Park, KS2026-11-03
Private Client Services, LLC
14,239$1.1M0.3%ETFMediumLouisville, KY2026-10-02
Mission Financial Group, LLC
14,061$1.1M0.9%ETFN/AHonolulu, HI2026-10-21
Signal Advisors Wealth, LLC
13,869$1.1M0.0%ETFLowDetroit, MI2026-10-13
Independent Wealth Network Inc.
13,755$1.1M0.3%ETFMediumUrbandale, IA2026-10-19
Woodward Diversified Capital, LLC
13,744$1.1M0.4%CoreLowBakersfield, CA2026-10-21
Miramontes Capital, LLC
13,686$1.1M0.3%GrowthVery LowNewport, CA2026-10-19
Whitaker-Myers Wealth Managers, Ltd.
13,674$1.1M0.2%ETFMediumMansfield, OH2026-10-09
Rubicon Advisors, GP
13,438$1.1M0.7%GrowthMediumRedding, CA2026-10-23
Trueblood Wealth Management, LLC
13,313$1.0M0.4%CoreLowLima, OH2026-10-23
Krilogy Financial LLC
13,186$1.1M0.0%GrowthLowSt. Louis, MO2026-10-13
First Citizens Bank & Trust Co
12,881$1.0M0.0%CoreMediumRaleigh, NC2026-10-14
Onyx Bridge Wealth Group LLC
12,665$991.5K0.1%ETFMediumTarrytown, NY2026-10-16
Confluence Wealth Services, Inc.
12,473$976.5K0.0%ETFVery LowMcmurray, PA2026-11-05
Richmond Investment Services, LLC
11,967$936.9K0.3%ETFLowMequon, WI2026-10-29
Prime Capital Investment Advisors, LLC
11,760$920.7K0.0%ETFLowOverland Park, KS2026-10-20
Strategy Asset Managers LLC
11,617$909.5K0.1%CoreLowPasadena, CA2026-10-14
Strategic Family Wealth Counselors, L.L.C.
11,593$907.6K0.2%ETFVery LowFairfield, NJ2026-10-29
Sowell Financial Services LLC
11,524$902.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
Choreo, LLC
11,455$896.8K0.0%IndexLowRockford, IL2026-10-28
Summit Financial Wealth Advisors, LLC
11,121$870.7K0.1%ETFLowLafayette, LA2026-10-15
DB&C Advisors, LLC
11,080$867.5K0.9%GrowthVery LowHolland, MI2026-10-26
Stonebridge Financial Group, LLC
10,953$857.5K0.1%ETFMediumWormleysburg, PA2026-10-01
Beam Wealth Advisors, Inc.
10,950$857.3K0.2%ETFMediumCovington, LA2026-11-03
M.E. Allison & Co., Inc.
10,881$851.9K0.5%CoreLowSan Antonio, TX2026-10-09
Cliftonlarsonallen Wealth Advisors, LLC
10,690$836.9K0.0%ETFLowMinneapolis, MN2026-10-14
Advisortrust Partners, LLC
10,635$832.6K0.3%CoreHighRaleigh, NC2026-11-02
Citizens Financial Group Inc
10,472$819.8K0.0%GrowthLowProvidence, RI2026-10-23
Kingsbury Capital Investment Advisors LLC
10,269$804.0K0.8%GrowthMediumEvanston, IL2026-10-20
Alliance Wealth Advisors, LLC
10,248$802.3K0.3%CoreVery LowScranton, PA2026-10-14
Tounjian Advisory Partners, LLC
9,936$777.9K0.3%GrowthHighFort Myers, FL2026-11-04
Sagespring Wealth Partners, LLC
9,874$773.0K0.0%ETFLowFranklin, TN2026-10-22
WealthBridge Capital Management, LLC
9,844$770.7K0.1%ETFLowWesterville, OH2026-10-16
XML Financial, LLC
9,606$752.1K0.1%ETFLowBethesda, MD2026-10-29
CoreCap Advisors, LLC
9,569$749.2K0.0%ETFMediumSouthfield, MI2026-10-08
Simplicity Wealth,LLC
9,501$743.9K0.0%ETFLowSummit, NJ2026-10-23
MSH Capital Advisors LLC
9,497$743.5K0.1%CoreLowScottsdale, AZ2026-11-03
Diversify Advisory Services, LLC
9,327$743.6K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
9,327$743.6K0.0%GrowthMediumSandy, UT2026-10-20
Integrated Advisors Network LLC
9,313$729.1K0.0%GrowthMediumDallas, TX2026-10-20
Maseco LLP
8,858$693.4K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Valtinson Bruner Financial Planning LLC
8,681$679.6K0.2%ETFLowNew Brighton, MN2026-11-02
Acorn Wealth Advisors, LLC
8,578$671.6K0.2%ETFLowGrand Blanc, MI2026-10-19
Lighthouse Wealth Management Inc.
8,555$669.8K0.4%ETFLowAshland, OH2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
8,309$650.5K0.0%ETFMediumWestlake, OH2026-10-14
WealthTrust Asset Management, LLC
7,853$614.8K0.3%GARPMediumDestin, FL2026-10-22
Clark Asset Management, LLC
7,807$611.2K0.0%ETFVery LowStratham, NH2026-10-19
Puff Wealth Management, LLC
7,764$607.8K0.6%ETFLowHaddonfield, NJ2026-10-07
Tempo Wealth, LLC
7,732$605.4K0.1%Agg GrowthLowIndependence, OH2026-10-14
Schear Investment Advisers, LLC
7,732$605.4K0.1%Agg GrowthMediumCincinnati, OH2026-10-14
Atlas Private Wealth Advisors
7,708$603.5K0.1%ETFLowRed Bank, NJ2026-10-23
Integrity Wealth Partners, LLC
7,683$601.5K0.5%ETFN/AWalnut Creek, CA2026-10-14
Fifth Third Securities, Inc.
7,648$598.8K0.0%ETFLowCincinnati, OH2026-10-21
Johnson Financial Group, LLC
7,639$598.1K0.0%ETFLowDenver, CO2026-11-03
Castle Rock Wealth Management, LLC
7,629$606.2K0.1%GrowthMediumWalnut Creek, CA2026-10-09
Patten Group, Inc.
7,589$594.1K0.1%CoreLowChattanooga, TN2026-10-26
Ulrich Consultants & Investment Group, LLC
7,500$587.2K0.6%ETFN/AAlbuquerque, NM2026-10-13
Cambridge Advisors Inc.
7,487$586.2K0.1%ETFVery LowOmaha, NE2026-10-19
Hazlett, Burt & Watson, Inc.
7,018$224.3K0.1%CoreVery LowWheeling, WV2026-11-04
Castleview Partners, LLC
7,014$549.1K0.2%CoreMediumDallas, TX2026-10-09
Northwest Financial Advisors
6,823$534.2K0.1%ETFLowHerndon, VA2026-10-27
MBE Wealth Management, LLC
6,756$528.9K0.2%ETFVery LowTomah, WI2026-10-26
Pinnacle Bancorp, Inc.
6,731$527.0K0.1%CoreVery LowBeatrice, NE2026-10-21
Retirement Planning Group, LLC
6,617$518.0K0.0%ETFVery LowLeawood, KS2026-10-19
Northwest Wealth Management, LLC
6,539$511.9K0.1%ETFLowSpencer, IA2026-10-30
Evolution Wealth Management Inc.
6,507$509.4K0.3%ETFMediumFort Myers, FL2026-10-28
Archer Investment Corp
6,411$502.0K0.1%CoreMediumCarmel, IN2026-11-05
Catalyst Investment Management LLC
6,378$499.4K0.4%ETFMediumWindham, NH2026-10-21
Maia Wealth LLC
6,336$496.0K0.1%ETFMediumDenver, CO2026-10-19
Stackstone Wealth, LLC
6,314$494.3K0.0%CoreN/ADubuque, IA2026-10-19
Dynamic Advisor Solutions LLC
6,182$484.0K0.0%ETFLowPhoenix, AZ2026-10-13
Rossby Financial, LCC
6,161$482.4K0.1%ETFMediumMelbourne, FL2026-11-05
Paragon Private Wealth Management, LLC
6,095$477.1K0.1%GrowthLowLexington, KY2026-10-20
Meadow Creek Wealth Advisors LLC
6,012$470.7K0.3%CoreLowAtlanta, GA2026-11-02
Junk Investment Group, LLC
5,997$469.5K0.2%ETFVery LowHunt Valley, MD2026-10-19
BIP Wealth, LLC
5,893$461.4K0.0%ETFMediumAtlanta, GA2026-10-22
Capital Square, LLC
5,866$459.3K0.2%YieldMediumAthens, TN2026-10-19
Avantra Family Wealth, Inc.
5,822$455.8K0.3%CoreMediumMechanicsburg, PA2026-10-20
Tucker Asset Management LLC
5,781$452.6K0.1%ETFMediumLittleton, CO2026-10-29
KPP Advisory Services LLC
5,746$449.9K0.1%GrowthMediumLouisville, KY2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
5,691$445.6K0.7%GrowthMediumIndianapolis, IN2026-10-14
GK Wealth Management LLC
5,654$442.7K0.2%GARPVery HighReno, NV2026-10-09
Tempus Wealth Planning, LLC
5,626$440.5K0.1%ETFMediumIrvine, CA2026-10-14
Old Port Advisors
5,549$434.4K0.1%GARPLowPortland, ME2026-10-23
Brighton Jones LLC
5,493$430.1K0.0%CoreVery LowSeattle, WA2026-11-03
Clear Point Advisors Inc.
5,458$427.3K0.3%ETFMediumMelville, NY2026-10-30
Global View Capital Management LLC
5,354$419.2K0.1%ETFHighWaukesha, WI2026-10-28
Whalen Wealth Management Inc.
5,239$410.2K0.2%GrowthHighLas Vegas, NV2026-10-08
Realta Investment Advisors
5,233$409.7K0.1%GrowthMediumWilmington, DE2026-10-14
Formidable Asset Management, LLC
5,187$420.5K0.1%CoreLowCincinnati, OH2026-11-03
Keybank National Association
4,945$387.1K0.0%CoreLowBrooklyn, OH2026-11-04
Sacks & Associates, LLC
4,941$386.8K0.3%ETFLowWarren, NJ2026-10-09
Tortuga Wealth Management, Inc
4,919$385.2K0.3%CoreLowTorrance, CA2026-10-27
Rose Capital Advisors LLC
4,903$383.9K0.1%ETFN/AMiami Beach, FL2026-11-04
Goldstein Advisors, LLC
4,862$380.6K0.0%ETFMediumMadison, WI2026-10-15
Register Financial Advisors LLC
4,853$379.9K0.1%GARPLowAtlanta, GA2026-10-23
Vaquero Private Wealth, LTD
4,827$377.9K0.1%ETFN/ADallas, TX2026-10-27
Marino, Stram & Associates LLC
4,788$374.9K0.1%ETFVery LowBraintree, MA2026-10-22
Elevated Financial Group LLC
4,754$372.2K0.1%ETFMediumIndianapolis, IN2026-10-16
American Institute for Advanced Investment Management, LLP
4,751$372.0K0.2%ETFLowScottsdale, AZ2026-11-03
Balance Wealth Partners LLC
4,723$369.8K0.1%ETFMediumWorthington, OH2026-10-27
Quadrant Capital Group LLC
4,691$373.1K0.0%CoreLowCincinnati, OH2026-10-20
BAR Harbor Wealth Management
4,586$359.0K0.0%CoreLowConcord, NH2026-10-21
WealthPlan Investment Management, LLC
4,567$357.5K0.0%GrowthMediumOmaha, NE2026-10-15
Xcel Wealth Management, LLC
4,517$353.6K0.1%CoreMediumHolly Hill, FL2026-10-26
GoalVest Advisory LLC
4,508$352.9K0.1%ETFMediumNew York, NY2026-10-02
Kraft, Davis & Associates, LLC
4,495$357.0K0.1%ETFMediumSt. Louis, MO2026-10-21
Facet Wealth, Inc.
4,495$351.9K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Sage Financial Group Inc
4,477$350.5K0.0%ETFVery LowW. Conshohocken, PA2026-10-27
Seven Mile Advisory
4,456$348.9K0.2%GrowthLowTallahassee, FL2026-10-22
Gilpin Wealth Management, LLC
4,406$344.9K0.2%GrowthLowDenver, CO2026-10-09
Whelan Financial
4,403$344.7K0.1%ETFLowFresno, CA2026-10-28
Aprio Wealth Management, LLC
4,393$343.9K0.0%ETFMediumAtlanta, GA2026-10-28
Gamma Investing LLC
4,382$343.1K0.0%IndexVery LowFoster City, CA2026-10-08
Zullo Investment Group, Inc.
4,305$337.1K0.1%GrowthVery LowScranton, PA2026-10-20
Adelphi Trust Co
4,303$336.9K0.2%GrowthLowSaint Petersburg, FL2026-10-05
Three Magnolias Financial Advisors, LLC
4,185$327.6K0.2%ETFLowWinston-Salem, NC2026-10-14
Cullen T Bankers, Inc.
4,153$325.1K0.0%GrowthLowSan Antonio, TX2026-10-28
SkyOak Wealth, LLC
4,018$314.6K0.1%ETFLowSouthfield, MI2026-10-28
Partners Wealth Management, LLC
3,957$309.8K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Members Wealth LLC
3,913$308.7K0.2%ETFLowMedia, PA2026-10-20
Westside Investment Management, Inc.
3,729$291.9K0.0%GrowthLowSanta Monica, CA2026-11-02
QTR Family Wealth, LLC
3,710$290.5K0.1%GrowthMediumLake Mary, FL2026-11-02
Cresta Advisors, Ltd.
3,700$289.7K0.1%ETFVery LowLaredo, TX2026-10-14
Lantern Wealth Advisors, LLC
3,644$285.3K0.1%GrowthLowMelville, NY2026-10-22
Equitable Trust Co
3,613$282.9K0.0%CoreLowNashville, TN2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
3,597$281.6K0.0%GrowthVery LowSeattle, WA2026-10-27
Kestra Investment Management, LLC
3,593$281.3K0.0%ETFMediumAustin, TX2026-11-04
Power Wealth Management LLC
3,574$279.8K0.1%ETFLowAlpharetta, GA2026-10-27
Fifth Third Wealth Advisors LLC
3,558$278.6K0.0%IndexVery LowCincinnati, OH2026-10-22
GLR Partners, LLC
3,538$277.0K0.1%GrowthN/AColumbia, MD2026-11-04
Fee-Only Financial Planning, L.C.
3,535$276.8K0.2%ETFVery LowOkatie, SC2026-10-23
Hidden Cove Wealth Management, LLC
3,453$270.3K0.1%GrowthHighBainbridge Island, WA2026-10-19
Lido Advisors, LLC
3,419$267.7K0.0%GrowthLowLos Angeles, CA2026-11-04
Stillwater Wealth Management Group
3,405$266.6K0.1%GrowthMediumJuno Beach, FL2026-10-21
Baker Tilly Wealth Management, LLC
3,374$264.2K0.1%GrowthLowMadison, WI2026-10-05
Sovran Advisors, LLC
3,372$269.6K0.0%ETFMediumSan Diego, CA2026-11-02
Fearless Solutions, LLC dba Best Invest
3,325$260.3K0.1%ETFLowSan Antonio, TX2026-10-14
Encompass More Asset Management
3,269$256.0K0.0%ETFHighDanville, CA2026-10-16
Altus Wealth Group LLC
3,240$253.7K0.1%ETFLowColorado Springs, CO2026-10-20
J. Derek Lewis & Associates Inc.
3,184$249.2K0.0%ETFLowNewport Beach, CA2026-11-03
Langley Wealth Management, LLC
3,165$247.8K0.2%CoreN/ACorinth, MS2026-11-04
Revisor Wealth Management LLC
3,107$245.0K0.1%CoreLowAkron, OH2026-10-20
Strategic Planning Group, LLC
3,096$242.4K0.0%GrowthMediumBountiful, UT2026-10-22
Miller Financial Services LLC
3,062$239.7K0.2%CoreLowMarshall, MI2026-10-20
Principle Wealth Partners LLC
3,031$237.3K0.0%CoreVery LowMadison, CT2026-11-02
Noesis Capital Mangement Corp
3,021$236.5K0.0%CoreVery LowBoca Raton, FL2026-10-26
Element Pointe Advisors, LLC
2,963$232.0K0.0%ETFLowMiami, FL2026-10-21
Seven Hills Financial, LLC
2,929$229.3K0.1%ETFN/ATallahassee, FL2026-10-13
Kennedy Investment Group, Inc.
2,921$228.6K0.1%GrowthLowWest Deptford, NJ2026-10-21
Compass Financial Management LLC
2,871$224.8K0.0%CoreN/ATampa, FL2026-10-30
Selby Wealth Management, LLC
2,868$224.5K0.1%ETFVery LowEmeryville, CA2026-10-16
Smith Asset Management Co., LLC
2,867$224.5K0.2%YieldLowChiefland, FL2026-10-16
Scheeler Financial LLC
2,830$221.6K0.2%CoreN/AWest Chester, OH2026-10-13
Verdence Capital Advisors LLC
2,816$220.5K0.0%CoreMediumHunt Valley, MD2026-10-26
Purewater Capital LLC
2,789$218.4K0.2%ETFMediumFort Worth, TX2026-10-23
Ascent Group, LLC
2,786$218.1K0.0%CoreLowVirginia Beach, VA2026-10-30
Hudock, Inc.
2,756$215.8K0.0%ETFLowWilliamsport, PA2026-10-14
R2 Capital Strategies, LLC
2,717$212.7K0.1%ETFN/ALincoln, NE2026-10-15
Core Wealth Partners LLC
2,646$207.2K0.1%GrowthLowSanta Rosa, CA2026-11-02
NBT Bank, N.A.
2,557$200.2K0.0%CoreLowNorwich, NY2026-10-21
Parkside Financial Bank & Trust
2,510$196.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Blue Bell Private Wealth Management, LLC
2,130$166.8K0.0%YieldVery LowBlue Bell, PA2026-10-29
MidAtlantic Capital Management, Inc.
1,945$152.3K0.1%ETFVery LowRichmond, VA2026-11-05
Plante Moran Financial Advisors, LLC
1,926$150.8K0.0%ETFVery LowSouthfield, MI2026-11-04
Key FInancial Inc
1,647$128.9K0.0%ETFLowWest Chester, PA2026-11-02
Wealth Enhancement Trust Services, Inc.
1,628$127.5K0.0%GrowthMediumSioux Falls, SD2026-10-07
Glass Jacobson Investment Advisors llc
1,440$112.8K0.0%ETFLowOwings Mills, MD2026-10-26
CX Institutional
1,181$920.0%CoreMediumAuburn, IN2026-10-02
Nemes Rush Group LLC
1,100$86.1K0.0%CoreVery LowNovi, MI2026-11-04
Holos Integrated Wealth LLC
1,076$85.4K0.0%ETFLowKennett Square, PA2026-10-23
Mather Group, Llc.
1,065$83.4K0.0%ETFMediumChicago, IL2026-10-14
Key Capital Management, Inc
1,009$79.0K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Wolff Wiese Magana LLC
1,008$78.9K0.0%GrowthLowCarslbad, CA2026-10-15
City State Bank
950$74.4K0.0%GrowthVery LowNorwalk, IA2026-10-20
Atlantic Edge Private Wealth Management, LLC
897$70.2K0.0%CoreLowJacksonville, FL2026-10-20
Harbor Investment Advisory, LLC
895$70.1K0.0%GrowthLowLutherville, MD2026-10-13
Halbert Hargrove Global Advisors, LLC
854$66.9K0.0%ETFLowLong Beach, CA2026-10-16
Independence Bank of Kentucky
837$65.5K0.0%GrowthLowOwensboro, KY2026-10-26
Bokf, NA
750$58.7K0.0%CoreLowTulsa, OK2026-10-27
Navigoe, LLC
737$570.0%ETFVery LowRedondo Beach, CA2026-11-04
POM Investment Strategies, LLC
736$57.6K0.0%ETFVery HighRaleigh, NC2026-10-20
Quest 10 Wealth Builders, Inc.
730$57.2K0.0%ETFLowFuquay-Varina, VA2026-11-02
SYM Financial Corp
700$54.8K0.0%ETFVery LowWinona Lake, IN2026-10-26
Hilltop National Bank
697$54.6K0.0%CoreLowCasper, WY2026-10-14
Tsfg, LLC
641$50.0K0.0%ETFLowLake Forest, IL2026-10-23
Reap Financial Group, LLC
604$47.3K0.0%ETFLowAustin, TX2026-11-02
Silver Grove Financial Group, Inc.
589$46.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Quaker Wealth Management, LLC
575$45.0K0.0%ETFMediumMoorestown, NJ2026-10-22
Rosenberg Matthew Hamilton
550$43.1K0.0%ETFVery LowGrand Junction, CO2026-10-05
Allspring Global Investments Holdings, LLC
533$42.2K0.0%CoreMediumCharlotte, NC2026-11-04
Avion Wealth
525$41.0K0.1%ETFLowThe Woodlands, TX2026-11-04
Raleigh Capital Management Inc.
504$39.4K0.0%CoreMediumCary, NC2026-10-28
Marshall & Sterling Wealth Advisors Inc.
478$37.4K0.0%ETFMediumPoughkeepsie, NY2026-10-28
Salomon & Ludwin, LLC
425$33.3K0.0%ETFVery LowRichmond, VA2026-10-29
Farmers & Merchants Investments Inc
418$32.7K0.0%CoreVery LowLincoln, NE2026-10-22
Reyes Financial Architecture, Inc.
402$31.5K0.0%ETFVery HighSan Diego, CA2026-10-22
Aspect Partners, LLC
384$30.1K0.0%ETFMediumFairfax, VA2026-10-20
Financial Perspectives, Inc
375$29.4K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Kings Path Partners LLC
343$26.9K0.0%ETFVery LowSugar Land, TX2026-10-21
EPG Wealth Management LLC
337$26.4K0.0%GrowthLowAtlanta, GA2026-11-03
SBI Securities Co., Ltd.
330$25.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Trust Co
308$24.1K0.0%ETFVery LowManhattan, KS2026-10-09
Center for Financial Planning, Inc.
303$23.8K0.0%ETFLowSouthfied, MI2026-10-26
Birchbrook, Inc.
300$23.5K0.0%ETFLowBangor, ME2026-10-14
Gables Capital Management Inc.
300$23.5K0.0%GrowthVery LowMiami, FL2026-11-04
Bare Financial Services, Inc
279$21.8K0.0%ETFVery LowGap, PA2026-11-04
Buck Wealth Strategies, LLC
270$21.1K0.0%ValueMediumDenver, CO2026-10-28
West Financial Advisors, LLC
250$19.6K0.0%ETFLowDes Moines, IA2026-10-22
Gen-Wealth Partners Inc
244$19.1K0.0%CoreLowZeeland, MI2026-11-04
Tompkins Financial Corp
240$18.8K0.0%CoreLowIthaca, NY2026-10-05
Cape Investment Advisory, Inc.
238$18.6K0.0%ETFLowMcdonough, GA2026-10-13
Versant Capital Management, Inc
233$18.2K0.0%GARPLowPhoenix, AZ2026-10-02
Private Wealth Management Group, LLC
215$16.8K0.0%ETFLowPrinceton, NJ2026-10-19
Oakworth Capital, Inc.
200$15.7K0.0%ETFLowBirmingham, AL2026-10-26
Flagship Wealth Advisors, LLC
142$11.1K0.0%ETFLowWakefield, MA2026-11-03
First Community Trust NA
134$10.5K0.0%GrowthLowDubuque, IA2026-10-07
Bfsg, LLC
130$10.2K0.0%CoreLowIrvine, CA2026-10-30
Lloyd Advisory Services, Llc.
128$10.0K0.0%ETFVery HighSuwanee, GA2026-11-02
Accordant Advisory Group Inc
127$9.9K0.0%ValueMediumAnnapolis, MD2026-10-29
Evermay Wealth Management LLC
121$9.5K0.0%ETFLowArlington, VA2026-11-05
William Mack & Associates, Inc.
113$8.8K0.0%ETFLowTroy, MI2026-10-27
United Financial Planning Group LLC
87$6.8K0.0%ETFHighHauppauge, NY2026-11-04
Mowery & Schoenfeld Wealth Management, LLC
77$6.0K0.0%GrowthMediumLincolnshire, IL2026-10-28
Trust Co of Vermont
75$5.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Costello Asset Management, Inc
68$5.3K0.0%CoreLowFeasterville, PA2026-10-30
Latitude Advisors, LLC
48$3.8K0.0%ETFLowYorkville, IL2026-10-27
Birch Financial Group, LLC
46$3.6K0.0%CoreLowKeene, NH2026-10-27
Blue Trust, Inc.
42$3.3K0.0%ETFLowBrentwood, TN2026-10-15
Pinnacle Wealth Planning Services, Inc.
25$2.0K0.0%GARPLowMansfield, OH2026-10-27
Signaturefd, LLC
22$1.7K0.0%IndexLowAtlanta, GA2026-10-23