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First Trust Smid Cap Rising (SDVY)

CUSIP: 33741X102 | NYSE | 886 institutional holders

Quarters

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

Capital Investment Advisors, LLC4,853,868
2.5% of portfolio›$197.0M
Commonwealth Equity Services, LLC3,741,597
0.2% of portfolio›$151.8M
Park National Corp3,584,904
3.9% of portfolio›$145.5M
Truist Financial Corp2,815,629
0.1% of portfolio›$114.3M
LVZ, Inc.2,714,299
11.3% of portfolio›$110.1M
Cambridge Investment Research Advisors, Inc.2,571,158
0.6% of portfolio›$104.3M
Kestra Advisory Services, LLC1,620,863
0.2% of portfolio›$65.8M
Southern Financial Group, LLC1,243,866
13.8% of portfolio›$50.5M
Smith Chas P & Associates PA Cpas1,001,629
2.0% of portfolio›$41.6M
MGO One Seven LLC935,222
0.6% of portfolio›$38.0M
Wealth Enhancement Advisory Services, LLC919,037
0.1% of portfolio›$37.6M
JSF Financial, LLC894,874
5.5% of portfolio›$36.3M
D.A. Davidson & Co.892,340
0.2% of portfolio›$36.2M
Prospera Financial Services Inc862,458
0.5% of portfolio›$36.3M
Csenge Advisory Group712,846
1.1% of portfolio›$28.9M
GW Henssler & Associates LTD687,647
1.2% of portfolio›$27.9M
Elevation Point Wealth Partners, LLC687,317
0.5% of portfolio›$27.9M
Decker Wealth Management LLC637,438
5.2% of portfolio›$25.9M
Trilogy Capital Inc.597,340
0.9% of portfolio›$24.2M
Crumly & Associates Inc.574,336
4.1% of portfolio›$23.3M
Wagner Wealth Management, LLC517,597
3.7% of portfolio›$21.0M
Spectrum Wealth Advisory Group, LLC503,455
5.8% of portfolio›$20.4M
Dagco, Inc.455,447
3.2% of portfolio›$18.5M
Focus Financial Network, Inc.452,688
0.6% of portfolio›$18.4M
Advantage Trust Co438,812
6.3% of portfolio›$17.8M
Independent Financial Group, LLC408,959
0.3% of portfolio›$16.6M
Precedent Wealth Partners, LLC399,506
2.5% of portfolio›$16.2M
Randall & Associates Wealth Management360,304
8.9% of portfolio›$14.6M
Wealthcare Advisory Partners LLC325,775
0.2% of portfolio›$13.2M
Pinnacle Associates LTD321,947
0.1% of portfolio›$13.1M
Procyon Advisors, LLC319,182
0.5% of portfolio›$13.0M
Sigma Planning Corp318,763
0.3% of portfolio›$12.9M
Kestra Private Wealth Services, LLC301,456
0.1% of portfolio›$12.2M
TrueWealth Advisors, LLC288,345
2.6% of portfolio›$11.7M
Atria Investments, Inc259,807
0.1% of portfolio›$10.5M
Hobart Private Capital, LLC257,596
1.8% of portfolio›$10.5M
RFG Advisory, LLC257,457
0.1% of portfolio›$10.4M
Golden State Wealth Management, LLC248,396
0.9% of portfolio›$10.1M
Axxcess Wealth Management, LLC244,025
0.4% of portfolio›$9.9M
Oppenheimer & Co Inc234,055
0.1% of portfolio›$9.5M
Arvest Investments, Inc.232,641
1.1% of portfolio›$9.4M
Richmond Investment Services, LLC229,702
3.0% of portfolio›$9.3M
LCW Services, LLC229,333
3.9% of portfolio›$9.3M
Pinnacle Wealth Management Advisory Group, LLC224,097
0.5% of portfolio›$9.1M
Southland Equity Partners LLC217,335
1.5% of portfolio›$8.8M
First Heartland Consultants, Inc.214,874
0.6% of portfolio›$8.7M
Baron Wealth Management LLC211,863
2.2% of portfolio›$8.6M
Certified Advisory Corp211,829
0.7% of portfolio›$8.6M
Verdence Capital Advisors LLC207,482
0.4% of portfolio›$8.4M
VestGen Advisors, LLC203,489
0.3% of portfolio›$8.3M
Fairvoy Private Wealth, LLC199,320
1.6% of portfolio›$8.1M
Capital Investment Counsel, LLC197,192
1.0% of portfolio›$8.0M
Chris Bulman Inc190,703
2.7% of portfolio›$7.7M
Bright Financial Advisors, Inc.189,499
3.2% of portfolio›$7.7M
IMG Wealth Management, Inc.183,476
3.8% of portfolio›$7.4M
Creative Planning182,681
0.0% of portfolio›$7.4M
MCF Advisors LLC178,725
0.3% of portfolio›$7.3M
KPP Advisory Services LLC173,955
1.2% of portfolio›$7.1M
Ameliora Wealth Management Ltd.171,255
2.0% of portfolio›$6.9M
Ashton Thomas Private Wealth, LLC171,201
0.1% of portfolio›$6.9M
Triumph Capital Management165,601
1.2% of portfolio›$6.7M
Stone Wealth Partners163,252
2.3% of portfolio›$6.7M
Daymark Wealth Partners, LLC161,933
0.1% of portfolio›$6.6M
Stewardship Concepts Financial Services LLC161,756
4.3% of portfolio›$6.6M
Simplicity Wealth,LLC157,627
0.2% of portfolio›$6.4M
Key Client Fiduciary Advisors, LLC154,245
1.7% of portfolio›$6.3M
Brookstone Capital Management152,771
0.1% of portfolio›$6.2M
Concurrent Investment Advisors, LLC149,890
0.0% of portfolio›$6.1M
Stonehaven Wealth & TAX Solutions, LLC148,088
5.7% of portfolio›$6.0M
CX Institutional137,094
0.2% of portfolio›$5.6K
Gerald Baker Financial Group LLC132,332
1.5% of portfolio›$5.4M
Visionary Wealth Advisors129,565
0.2% of portfolio›$5.3M
Dynamic Advisor Solutions LLC128,870
0.1% of portfolio›$5.2M
Fairway Financial, LLC121,598
3.1% of portfolio›$4.9M
StoneX Group Inc.118,063
0.2% of portfolio›$4.8M
Ascentis Independent Advisors116,780
0.3% of portfolio›$4.7M
Aprio Wealth Management, LLC115,958
0.2% of portfolio›$4.7M
Catalyst Investment Management LLC114,713
4.1% of portfolio›$4.7M
Fiduciary Alliance LLC112,766
0.3% of portfolio›$4.6M
Titleist Asset Management, LLC112,242
0.3% of portfolio›$4.6M
Virtus Family Office LLC111,905
3.5% of portfolio›$4.5M
Boyer Financial Services, Inc.109,463
3.6% of portfolio›$4.4M
Wisconsin Wealth Advisors, LLC102,990
3.5% of portfolio›$4.2M
Provident Wealth Management, LLC102,175
1.5% of portfolio›$4.1M
IFC & Insurance Marketing, Inc.100,755
3.5% of portfolio›$4.1M
Genesis Private Wealth, LLC98,439
1.1% of portfolio›$4.0M
Trueblood Wealth Management, LLC96,689
1.4% of portfolio›$3.9M
Beacon Financial Advisory LLC96,589
0.7% of portfolio›$3.9M
Apollon Wealth Management, LLC92,230
0.0% of portfolio›$3.7M
BAM Wealth Management, LLC90,914
2.0% of portfolio›$3.7M
United Advisor Group, LLC90,236
0.3% of portfolio›$3.7M
Capital Advantage, Inc.89,480
0.4% of portfolio›$3.6M
Davenport & Co LLC86,084
0.0% of portfolio›$3.5M
Capital Investment Advisory Services, LLC83,770
0.2% of portfolio›$3.4M
Valley National Advisers Inc83,691
0.4% of portfolio›$3.4M
Maia Wealth LLC81,137
0.5% of portfolio›$3.3M
HBW Advisory Services LLC77,143
0.3% of portfolio›$3.1M
Spire Wealth Management74,952
0.1% of portfolio›$3.0M
Formidable Asset Management, LLC74,867
0.5% of portfolio›$3.2M
Symphony Financial, Ltd. Co.73,132
0.3% of portfolio›$3.0M
RiverTree Advisors, LLC73,050
1.8% of portfolio›$3.0M
Econ Financial Services Corp72,848
1.2% of portfolio›$3.0M
Accel Wealth Management72,759
0.6% of portfolio›$3.0M
Goldenstone Wealth Management LLC72,360
1.8% of portfolio›$2.9M
Wedbush Securities Inc71,186
0.2% of portfolio›$2.9M
Barry Investment Advisors, LLC66,722
0.5% of portfolio›$2.7M
Junk Investment Group, LLC65,095
1.1% of portfolio›$2.6M
Ipsen Advisor Group LLC64,912
1.8% of portfolio›$2.6M
Cherry Creek Investment Advisors, Inc.57,228
0.9% of portfolio›$2.3M
Compass Financial Management LLC57,116
0.3% of portfolio›$2.3M
Ergawealth Advisors, Inc.56,638
0.9% of portfolio›$2.3M
Hilton Head Capital Partners, LLC55,371
1.2% of portfolio›$2.2M
International Assets Investment Management, LLC55,137
0.1% of portfolio›$2.3M
Creative Financial Designs Inc54,784
0.1% of portfolio›$2.2M
Triad Wealth Partners, LLC52,479
0.1% of portfolio›$2.1M
Juno Financial Group LLC50,476
0.7% of portfolio›$2.0M
WPG Advisers, LLC49,921
1.1% of portfolio›$2.0M
Summit Investment Advisory Services, LLC48,738
0.5% of portfolio›$2.0M
Cornerstone Wealth, LLC48,380
1.0% of portfolio›$2.0M
Kingswood Wealth Advisors, LLC47,746
0.1% of portfolio›$1.9M
Purus Wealth Management, LLC47,648
0.5% of portfolio›$1.9M
Citigroup Inc47,590
0.0% of portfolio›$1.9M
Farther Finance Advisors, LLC47,277
0.0% of portfolio›$1.9M
AdvisorNet Financial, Inc47,042
0.1% of portfolio›$1.9M
Grantvest Financial Group LLC46,966
1.1% of portfolio›$1.9M
Cornerstone Wealth Management, LLC45,636
0.1% of portfolio›$1.9M
Blueprint Financial Advisors LLC44,552
0.2% of portfolio›$1.8M
Blueprint Investment Partners LLC44,552
0.1% of portfolio›$1.8M
Total Clarity Wealth Management, Inc.44,308
0.3% of portfolio›$1.8M
Integrity Alliance, Llc.43,630
0.1% of portfolio›$1.8M
Vise Technologies, Inc.43,308
0.0% of portfolio›$1.8M
Victory Financial Group, LLC43,137
0.2% of portfolio›$1.8M
PKS Advisory Services, LLC42,909
0.3% of portfolio›$1.9M
Koshinski Asset Management, Inc.42,105
0.1% of portfolio›$1.7M
City Holding Co41,576
0.2% of portfolio›$1.7M
Wagner Wealth Management, Corp39,174
1.2% of portfolio›$1.6M
Commonwealth Financial Services, LLC38,800
0.3% of portfolio›$1.6M
Summit Wealth Group LLC / Co38,756
0.1% of portfolio›$1.6M
Huntleigh Advisors, Inc.37,901
0.2% of portfolio›$1.5M
Ballew Advisors, Inc37,731
0.8% of portfolio›$1.6M
BlueChip Wealth Advisors LLC36,354
0.5% of portfolio›$1.5M
Partners Wealth Management, LLC36,041
0.2% of portfolio›$1.5M
Walkner Condon Financial Advisors LLC35,015
0.2% of portfolio›$1.4M
Flagstar Securities, Inc34,606
0.4% of portfolio›$1.4M
Clear Creek Financial Management, LLC32,468
0.1% of portfolio›$1.3M
Flagship Harbor Advisors, LLC31,640
0.0% of portfolio›$1.3M
Balefire, LLC31,097
0.2% of portfolio›$1.3M
Ellsworth Advisors, LLC29,302
0.2% of portfolio›$1.2M
Dhjj Financial Advisors, Ltd.29,071
0.3% of portfolio›$1.2M
tru Independence LLC28,943
0.5% of portfolio›$1.2M
SFG Wealth Management, Llc.28,918
0.4% of portfolio›$1.2M
Americana Partners, LLC27,885
0.0% of portfolio›$1.1M
Horizon Advisory Services, Inc.27,441
0.4% of portfolio›$1.1M
Winebrenner Capital Management LLC27,398
0.7% of portfolio›$1.1M
Avidian Wealth Enterprises, LLC26,492
0.0% of portfolio›$1.1M
Stegent Equity Advisors, Inc.26,425
0.8% of portfolio›$1.1M
Investment Partners, Ltd.25,906
0.2% of portfolio›$1.1M
Fearless Solutions, LLC dba Best Invest25,169
0.5% of portfolio›$1.0M
Avior Wealth Management, LLC25,026
0.0% of portfolio›$1.0M
Parallel Advisors, LLC24,484
0.0% of portfolio›$993.6K
Triton Wealth Management, Pllc24,260
0.3% of portfolio›$1.0M
J. Derek Lewis & Associates Inc.24,167
0.2% of portfolio›$980.6K
Private Trust Co NA24,093
0.1% of portfolio›$977.7K
Sanchez Wealth Management Group23,735
2.9% of portfolio›$963.2K
Stiles Financial Services Inc22,364
0.2% of portfolio›$907.5K
Cottage Street Advisors LLC22,059
0.3% of portfolio›$895.2K
Frederick Financial Consultants, LLC21,937
0.4% of portfolio›$890.2K
Strategic Blueprint, LLC21,793
0.0% of portfolio›$884.4K
Convergence Financial, LLC21,699
0.1% of portfolio›$880.5K
Kraematon Investment Advisors, Inc21,438
0.6% of portfolio›$870.0K
Advisortrust Partners, LLC20,590
0.3% of portfolio›$835.5K
Independent Wealth Network Inc.20,460
0.2% of portfolio›$830.3K
Prosperity Financial Group, Inc.20,176
0.2% of portfolio›$818.8K
Kaydan Wealth Management, Inc.19,485
0.3% of portfolio›$790.7K
Platform Technology Partners19,407
0.1% of portfolio›$787.5K
Centennial Wealth Advisory LLC19,310
0.2% of portfolio›$783.6K
Elevated Capital Advisors, LLC19,245
0.3% of portfolio›$781.0K
Manchester Financial Inc19,002
0.1% of portfolio›$771.1K
Root Financial Partners, LLC18,858
0.0% of portfolio›$765.3K
Reicon Wealth Advisors, LLC18,509
0.4% of portfolio›$751.1K
Clear Point Advisors Inc.18,474
0.5% of portfolio›$749.7K
IFP Advisors, Inc18,340
0.0% of portfolio›$744.2K
Gaddis Premier Wealth Advisors LLC18,269
0.4% of portfolio›$741.4K
TD Waterhouse Canada Inc.17,231
0.0% of portfolio›$705.8K
Murphy, Middleton, Hinkle & Parker, Inc.15,974
0.3% of portfolio›$648.2K
Global Assets Advisory, LLC15,960
0.1% of portfolio›$663.9K
Lighthouse Wealth Management Inc.15,840
0.4% of portfolio›$642.8K
Lanark Financial, Inc.14,992
0.0% of portfolio›$608.4K
XML Financial, LLC14,896
0.0% of portfolio›$604.5K
Tcfg Investment Advisors, LLC14,753
0.2% of portfolio›$598.7K
Perigon Wealth Management, LLC14,670
0.0% of portfolio›$595.3K
Johnson Financial Group, LLC14,505
0.0% of portfolio›$588.6K
Directional Asset Management14,313
0.5% of portfolio›$580.8K
Financial Partners Group, Inc14,291
0.1% of portfolio›$579.9K
Gilpin Wealth Management, LLC14,069
0.4% of portfolio›$570.9K
Barrett & Company, Inc.13,976
0.2% of portfolio›$567.2K
Krilogy Financial LLC13,723
0.0% of portfolio›$566.7K
Columbia Advisory Partners LLC13,293
0.3% of portfolio›$539.4K
Objective Capital Management, LLC13,217
0.5% of portfolio›$536.4K
Insight Inv LLC13,069
0.3% of portfolio›$530.3K
Founders Financial Securities LLC12,227
0.0% of portfolio›$496.2K
Old Port Advisors11,596
0.1% of portfolio›$470.6K
Sovran Advisors, LLC11,590
0.0% of portfolio›$492.6K
Retirement Planning Group, LLC11,504
0.0% of portfolio›$466.8K
MSH Capital Advisors LLC10,968
0.1% of portfolio›$445.1K
Fifth Third Wealth Advisors LLC10,900
0.0% of portfolio›$442.3K
Cottonwood Capital Advisors, LLC10,836
0.3% of portfolio›$439.7K
Quad-Cities Investment Group, LLC10,765
0.2% of portfolio›$436.8K
Whitaker-Myers Wealth Managers, Ltd.10,473
0.1% of portfolio›$425.0K
Pinnacle Bancorp, Inc.10,183
0.1% of portfolio›$413.2K
Uptick Partners, LLC10,182
0.1% of portfolio›$413.2K
Arwa LLC9,767
0.1% of portfolio›$404.1K
Redhawk Wealth Advisors, Inc.9,241
0.0% of portfolio›$375.0K
CPC Advisors, LLC9,191
0.1% of portfolio›$373.0K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors8,373
0.0% of portfolio›$339.8K
Albion Financial Group8,250
0.0% of portfolio›$334.8K
626 Financial, LLC8,178
0.1% of portfolio›$331.9K
Park Avenue Securities LLC8,081
0.0% of portfolio›$328.0K
Marino, Stram & Associates LLC7,820
0.0% of portfolio›$317.4K
B. Riley Wealth Advisors, Inc.7,716
0.0% of portfolio›$313.1K
Waterfront Wealth Inc.7,565
0.1% of portfolio›$316.7K
Financial Solutions Advisory Group, Inc.7,473
0.0% of portfolio›$310.3K
ARS Wealth Advisors Group, LLC7,240
0.0% of portfolio›$293.8K
Heritage Wealth Management, Inc.7,222
0.1% of portfolio›$293.1K
Michels Family Financial, LLC7,022
0.2% of portfolio›$284.9K
Next Level Private LLC6,967
0.1% of portfolio›$282.7K
Rhodes Investment Advisors Inc6,950
0.2% of portfolio›$282.0K
1834 Investment Advisors Co6,893
0.0% of portfolio›$279.7K
NorthCrest Asset Manangement, LLC6,738
0.0% of portfolio›$277.7K
Team Financial Group, LLC6,711
0.1% of portfolio›$272.3K
James T. Borello RIA6,674
0.1% of portfolio›$270.8K
Flavin Financial Services, Inc.6,605
0.1% of portfolio›$268.0K
Morey & Quinn Wealth Partners, LLC6,409
0.2% of portfolio›$260.1K
Assetmark, Inc6,117
0.0% of portfolio›$248.2K
Montag A & Associates Inc5,818
0.0% of portfolio›$236.1K
Seven Hills Financial, LLC5,632
0.1% of portfolio›$228.6K
Grove Bank & Trust5,500
0.0% of portfolio›$223.2K
Tounjian Advisory Partners, LLC5,405
0.1% of portfolio›$219.3K
Salem Investment Counselors Inc5,372
0.0% of portfolio›$218.0K
Altus Wealth Group LLC5,338
0.1% of portfolio›$216.6K
Cascade Investment Group, Inc.5,159
0.1% of portfolio›$209.4K
Thurston, Springer, Miller, Herd & Titak, Inc.5,077
0.3% of portfolio›$206.0K
Omni 360 Wealth, Inc.5,073
0.1% of portfolio›$205.9K
WealthPlan Investment Management, LLC5,010
0.0% of portfolio›$203.3K
Hazlett, Burt & Watson, Inc.4,617
0.1% of portfolio›$158.0K
Signature Equity Partners, LLC4,167
0.1% of portfolio›$169.1K
Wolff Wiese Magana LLC3,231
0.1% of portfolio›$131.1K
Financial Network Wealth Advisors LLC3,183
0.1% of portfolio›$129.2K
Blue Trust, Inc.2,231
0.0% of portfolio›$90.5K
Evolution Wealth Management Inc.1,528
0.0% of portfolio›$62.0K
Accordant Advisory Group Inc1,383
0.0% of portfolio›$56.1K
Signaturefd, LLC1,267
0.0% of portfolio›$51.4K
Glass Jacobson Investment Advisors llc1,199
0.0% of portfolio›$48.7K
Parkside Financial Bank & Trust1,191
0.0% of portfolio›$48.3K
Nfsg Corp1,170
0.0% of portfolio›$47.5K
Plante Moran Financial Advisors, LLC1,128
0.0% of portfolio›$45.8K
EverSource Wealth Advisors, LLC1,100
0.0% of portfolio›$44.6K
Olistico Wealth, LLC1,018
0.0% of portfolio›$41.3K
Horizon Financial Services, LLC954
0.0% of portfolio›$38.7K
Key FInancial Inc924
0.0% of portfolio›$37.5K
Elevation Wealth Partners, LLC788
0.0% of portfolio›$32.0K
Pinnacle Wealth Planning Services, Inc.765
0.0% of portfolio›$31.0K
Maryland Capital Advisors Inc.700
0.0% of portfolio›$28.4K
Wealth Enhancement Trust Services, Inc.685
0.0% of portfolio›$27.8K
Harbor Investment Advisory, LLC635
0.0% of portfolio›$25.8K
Financial Perspectives, Inc600
0.0% of portfolio›$24.3K
Gamma Investing LLC542
0.0% of portfolio›$22.0K
Global Trust Asset Management, LLC494
0.0% of portfolio›$20.0K
GoalVest Advisory LLC477
0.0% of portfolio›$19.4K
Rosenberg Matthew Hamilton474
0.0% of portfolio›$19.2K
Kozak & Associates, Inc.432
0.0% of portfolio›$18.1K
Farmers & Merchants Investments Inc327
0.0% of portfolio›$13.3K
Raleigh Capital Management Inc.293
0.0% of portfolio›$11.9K
Balance Wealth Partners LLC280
0.0% of portfolio›$11.4K
First Horizon Corp260
0.0% of portfolio›$10.6K
Hoese & Co LLP255
0.0% of portfolio›$10.3K
Signature Resources Capital Management, LLC234
0.0% of portfolio›$9.5K
MTM Investment Management, LLC226
0.0% of portfolio›$9.2K
Latitude Advisors, LLC225
0.0% of portfolio›$9.1K
American National Bank & Trust220
0.0% of portfolio›$8.9K
Gen-Wealth Partners Inc208
0.0% of portfolio›$8.4K
First Community Trust NA207
0.0% of portfolio›$8.4K
Main Street Group, LTD204
0.0% of portfolio›$8.3K
Cape Investment Advisory, Inc.180
0.0% of portfolio›$7.3K
Mascoma Wealth Management LLC123
0.0% of portfolio›$5.0K
Kingdom Financial Group Llc.102
0.0% of portfolio›$4.1K
GK Wealth Management LLC50
0.0% of portfolio›$2.0K
Simplex Trading, LLC24
0.0% of portfolio›$973
Decker Retirement Planning Inc.15
0.0% of portfolio›$609
SBI Securities Co., Ltd.8
0.0% of portfolio›$325
Prairie Wealth Advisors, Inc.0
0.9% of portfolio›$4.4M
StyleTurnoverLocationFiled
Capital Investment Advisors, LLC
4,853,868$197.0M2.5%CoreLowAtlanta, GA2026-10-22
Commonwealth Equity Services, LLC
3,741,597$151.8M0.2%ETFLowWaltham, MA2026-11-02
Park National Corp
3,584,904$145.5M3.9%CoreLowNewark, OH2026-10-05
Truist Financial Corp
2,815,629$114.3M0.1%CoreLowCharlotte, NC2026-10-30
LVZ, Inc.
2,714,299$110.1M11.3%ETFLowHolland, MI2026-10-20
Cambridge Investment Research Advisors, Inc.
2,571,158$104.3M0.6%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
1,620,863$65.8M0.2%CoreLowAustin, TX2026-11-02
Southern Financial Group, LLC
1,243,866$50.5M13.8%ETFVery LowBirmingham, AL2026-10-30
Smith Chas P & Associates PA Cpas
1,001,629$41.6M2.0%CoreVery LowLakeland, FL2026-10-22
MGO One Seven LLC
935,222$38.0M0.6%GrowthLowBeachwood, OH2026-10-28
Wealth Enhancement Advisory Services, LLC
919,037$37.6M0.1%CoreLowPlymouth, MN2026-10-13
JSF Financial, LLC
894,874$36.3M5.5%ETFMediumLos Angeles, CA2026-10-22
D.A. Davidson & Co.
892,340$36.2M0.2%CoreLowGreat Falls, MT2026-10-28
Prospera Financial Services Inc
862,458$36.3M0.5%CoreMediumDallas, TX2026-11-04
Csenge Advisory Group
712,846$28.9M1.1%ETFMediumClearwater, FL2026-11-04
GW Henssler & Associates LTD
687,647$27.9M1.2%CoreMediumKennesaw, GA2026-10-26
Elevation Point Wealth Partners, LLC
687,317$27.9M0.5%CoreHighDenver, CO2026-11-05
Decker Wealth Management LLC
637,438$25.9M5.2%MomentumLowNashville, TN2026-10-09
Trilogy Capital Inc.
597,340$24.2M0.9%ETFMediumIrvine, CA2026-10-20
Crumly & Associates Inc.
574,336$23.3M4.1%ETFMediumSpringfield, IL2026-10-07
Wagner Wealth Management, LLC
517,597$21.0M3.7%ETFLowGreenville, SC2026-10-21
Spectrum Wealth Advisory Group, LLC
503,455$20.4M5.8%ETFMediumGranite Bay, CA2026-10-29
Dagco, Inc.
455,447$18.5M3.2%ETFVery LowWestlake, OH2026-10-20
Focus Financial Network, Inc.
452,688$18.4M0.6%ETFLowMinneapolis, MN2026-10-14
Advantage Trust Co
438,812$17.8M6.3%ETFVery LowSalina, KS2026-10-19
Independent Financial Group, LLC
408,959$16.6M0.3%GrowthLowSan Diego, CA2026-10-13
Precedent Wealth Partners, LLC
399,506$16.2M2.5%ETFMediumHouston, TX2026-10-21
Randall & Associates Wealth Management
360,304$14.6M8.9%ETFMediumButler, PA2026-10-20
Wealthcare Advisory Partners LLC
325,775$13.2M0.2%ETFLowWest Chester, PA2026-10-21
Pinnacle Associates LTD
321,947$13.1M0.1%CoreLowNew York, NY2026-10-20
Procyon Advisors, LLC
319,182$13.0M0.5%CoreVery LowShelton, CT2026-10-21
Sigma Planning Corp
318,763$12.9M0.3%GrowthMediumAnn Arbor, MI2026-10-23
Kestra Private Wealth Services, LLC
301,456$12.2M0.1%GrowthLowAustin, TX2026-10-30
TrueWealth Advisors, LLC
288,345$11.7M2.6%ETFMediumBirmingham, AL2026-10-09
Atria Investments, Inc
259,807$10.5M0.1%CoreMediumCharlotte, NC2026-10-15
Hobart Private Capital, LLC
257,596$10.5M1.8%ETFMediumCharlotte, NC2026-10-19
RFG Advisory, LLC
257,457$10.4M0.1%ETFMediumBirmingham, AL2026-11-03
Golden State Wealth Management, LLC
248,396$10.1M0.9%ETFMediumSanta Ana, CA2026-11-02
Axxcess Wealth Management, LLC
244,025$9.9M0.4%CoreLowCarlsbad, CA2026-10-21
Oppenheimer & Co Inc
234,055$9.5M0.1%CoreLowNew York, NY2026-10-26
Arvest Investments, Inc.
232,641$9.4M1.1%ETFLowLowell, AR2026-10-21
Richmond Investment Services, LLC
229,702$9.3M3.0%ETFLowMequon, WI2026-10-29
LCW Services, LLC
229,333$9.3M3.9%ETFLowVirginia Beach, VA2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
224,097$9.1M0.5%GrowthLowRed Bank, NJ2026-10-23
Southland Equity Partners LLC
217,335$8.8M1.5%ETFLowWildwood, MO2026-10-14
First Heartland Consultants, Inc.
214,874$8.7M0.6%ETFMediumLake St. Louis, MO2026-10-08
Baron Wealth Management LLC
211,863$8.6M2.2%CoreLowTroy, MI2026-10-27
Certified Advisory Corp
211,829$8.6M0.7%ETFLowAltamonte Springs, FL2026-10-29
Verdence Capital Advisors LLC
207,482$8.4M0.4%CoreMediumHunt Valley, MD2026-10-26
VestGen Advisors, LLC
203,489$8.3M0.3%GrowthMediumChicago, IL2026-10-27
Fairvoy Private Wealth, LLC
199,320$8.1M1.6%GrowthMediumBirmingham, AL2026-10-19
Capital Investment Counsel, LLC
197,192$8.0M1.0%CoreLowDenver, CO2026-10-14
Chris Bulman Inc
190,703$7.7M2.7%ETFLowRoseville, CA2026-10-20
Bright Financial Advisors, Inc.
189,499$7.7M3.2%ETFVery LowPortage, MI2026-10-23
IMG Wealth Management, Inc.
183,476$7.4M3.8%ETFMediumJacksonville, FL2026-10-27
Creative Planning
182,681$7.4M0.0%IndexVery LowOverland Park, KS2026-11-02
MCF Advisors LLC
178,725$7.3M0.3%ETFLowLexington, KY2026-10-28
KPP Advisory Services LLC
173,955$7.1M1.2%GrowthMediumLouisville, KY2026-10-26
Ameliora Wealth Management Ltd.
171,255$6.9M2.0%ETFLowZurich, Switzerland2026-10-23
Ashton Thomas Private Wealth, LLC
171,201$6.9M0.1%CoreMediumScottsdale, AZ2026-11-03
Triumph Capital Management
165,601$6.7M1.2%ETFMediumDenver, CO2026-10-14
Stone Wealth Partners
163,252$6.7M2.3%ETFLowJefferson, LA2026-11-05
Daymark Wealth Partners, LLC
161,933$6.6M0.1%CoreLowCincinnati, OH2026-11-04
Stewardship Concepts Financial Services LLC
161,756$6.6M4.3%ETFLowSpokane, WA2026-10-06
Simplicity Wealth,LLC
157,627$6.4M0.2%ETFLowSummit, NJ2026-10-23
Key Client Fiduciary Advisors, LLC
154,245$6.3M1.7%ValueMediumFairfield, NJ2026-10-19
Brookstone Capital Management
152,771$6.2M0.1%ETFMediumWheaton, IL2026-10-22
Concurrent Investment Advisors, LLC
149,890$6.1M0.0%GrowthMediumTampa, FL2026-10-16
Stonehaven Wealth & TAX Solutions, LLC
148,088$6.0M5.7%ETFLowAppleton, WI2026-10-22
CX Institutional
137,094$5.6K0.2%CoreMediumAuburn, IN2026-10-02
Gerald Baker Financial Group LLC
132,332$5.4M1.5%GARPLowArlington, TX2026-10-09
Visionary Wealth Advisors
129,565$5.3M0.2%ETFLowO'Fallon, IL2026-11-04
Dynamic Advisor Solutions LLC
128,870$5.2M0.1%ETFLowPhoenix, AZ2026-10-13
Fairway Financial, LLC
121,598$4.9M3.1%ETFMediumCasselberry, FL2026-10-20
StoneX Group Inc.
118,063$4.8M0.2%ETFMediumNew York, NY2026-11-03
Ascentis Independent Advisors
116,780$4.7M0.3%ETFLowDallas, TX2026-11-03
Aprio Wealth Management, LLC
115,958$4.7M0.2%ETFMediumAtlanta, GA2026-10-28
Catalyst Investment Management LLC
114,713$4.7M4.1%ETFMediumWindham, NH2026-10-21
Fiduciary Alliance LLC
112,766$4.6M0.3%CoreMediumGreenville, SC2026-10-13
Titleist Asset Management, LLC
112,242$4.6M0.3%ETFLowSan Antonio, TX2026-10-08
Virtus Family Office LLC
111,905$4.5M3.5%Deep ValueMediumEl Paso, TX2026-10-30
Boyer Financial Services, Inc.
109,463$4.4M3.6%ETFLowNewport Beach, CA2026-10-23
Wisconsin Wealth Advisors, LLC
102,990$4.2M3.5%ETFLowSun Prairie, WI2026-10-08
Provident Wealth Management, LLC
102,175$4.1M1.5%ETFVery LowBrentwood, TN2026-10-20
IFC & Insurance Marketing, Inc.
100,755$4.1M3.5%ETFHighAuburn, CA2026-10-16
Genesis Private Wealth, LLC
98,439$4.0M1.1%ETFLowAshburn, VA2026-11-02
Trueblood Wealth Management, LLC
96,689$3.9M1.4%CoreLowLima, OH2026-10-23
Beacon Financial Advisory LLC
96,589$3.9M0.7%ETFLowCleveland, OH2026-10-16
Apollon Wealth Management, LLC
92,230$3.7M0.0%GrowthLowMount Pleasant, SC2026-10-23
BAM Wealth Management, LLC
90,914$3.7M2.0%ETFHighLakewood, CO2026-10-15
United Advisor Group, LLC
90,236$3.7M0.3%ETFLowCincinnati, OH2026-11-03
Capital Advantage, Inc.
89,480$3.6M0.4%ETFMediumWalnut Creek, CA2026-10-14
Davenport & Co LLC
86,084$3.5M0.0%CoreMediumRichmond, VA2026-10-14
Capital Investment Advisory Services, LLC
83,770$3.4M0.2%CoreMediumRaleigh, NC2026-10-30
Valley National Advisers Inc
83,691$3.4M0.4%ETFLowBethlehem, PA2026-10-23
Maia Wealth LLC
81,137$3.3M0.5%ETFMediumDenver, CO2026-10-19
HBW Advisory Services LLC
77,143$3.1M0.3%ETFMediumSimi Valley, CA2026-10-15
Spire Wealth Management
74,952$3.0M0.1%GrowthMediumMclean, VA2026-10-30
Formidable Asset Management, LLC
74,867$3.2M0.5%CoreLowCincinnati, OH2026-11-03
Symphony Financial, Ltd. Co.
73,132$3.0M0.3%GrowthLowHouston, TX2026-10-22
RiverTree Advisors, LLC
73,050$3.0M1.8%ETFMediumWinter Park, FL2026-10-13
Econ Financial Services Corp
72,848$3.0M1.2%YieldVery HighHarrisburg, PA2026-10-19
Accel Wealth Management
72,759$3.0M0.6%ETFLowWaverly, IA2026-10-13
Goldenstone Wealth Management LLC
72,360$2.9M1.8%GrowthLowEl Dorado Hills, CA2026-11-04
Wedbush Securities Inc
71,186$2.9M0.2%CoreLowPasadena, CA2026-10-22
Barry Investment Advisors, LLC
66,722$2.7M0.5%ETFLowNew Bedford, MA2026-10-14
Junk Investment Group, LLC
65,095$2.6M1.1%ETFVery LowHunt Valley, MD2026-10-19
Ipsen Advisor Group LLC
64,912$2.6M1.8%ETFLowLittle Rock, AR2026-10-29
Cherry Creek Investment Advisors, Inc.
57,228$2.3M0.9%GrowthLowEnglewood, CO2026-10-14
Compass Financial Management LLC
57,116$2.3M0.3%CoreN/ATampa, FL2026-10-30
Ergawealth Advisors, Inc.
56,638$2.3M0.9%ETFMediumOak Brook, IL2026-10-21
Hilton Head Capital Partners, LLC
55,371$2.2M1.2%CoreMediumHilton Head Island, SC2026-10-23
International Assets Investment Management, LLC
55,137$2.3M0.1%CoreVery HighOrlando, FL2026-11-02
Creative Financial Designs Inc
54,784$2.2M0.1%ETFMediumKokomo, IN2026-11-04
Triad Wealth Partners, LLC
52,479$2.1M0.1%ETFMediumLawrence, KS2026-10-26
Juno Financial Group LLC
50,476$2.0M0.7%ETFMediumRichmond, VA2026-10-27
WPG Advisers, LLC
49,921$2.0M1.1%CoreLowBaltimore, MD2026-10-27
Summit Investment Advisory Services, LLC
48,738$2.0M0.5%ETFVery LowRoseville, MN2026-11-03
Cornerstone Wealth, LLC
48,380$2.0M1.0%ETFMediumGreeneville, TN2026-10-28
Kingswood Wealth Advisors, LLC
47,746$1.9M0.1%GrowthLowSan Diego, CA2026-10-23
Purus Wealth Management, LLC
47,648$1.9M0.5%Agg GrowthVery LowNewport Beach, CA2026-10-15
Citigroup Inc
47,590$1.9M0.0%CoreMediumNew York, NY2026-11-04
Farther Finance Advisors, LLC
47,277$1.9M0.0%IndexLowSan Francisco, CA2026-10-08
AdvisorNet Financial, Inc
47,042$1.9M0.1%ETFLowMinnetonka, MN2026-10-15
Grantvest Financial Group LLC
46,966$1.9M1.1%ETFLowMatawan, NJ2026-10-21
Cornerstone Wealth Management, LLC
45,636$1.9M0.1%ETFVery LowSt. Peters, MO2026-11-04
Blueprint Financial Advisors LLC
44,552$1.8M0.2%GARPMediumGreensboto, NC2026-10-28
Blueprint Investment Partners LLC
44,552$1.8M0.1%ETFMediumGreensboro, NC2026-10-28
Total Clarity Wealth Management, Inc.
44,308$1.8M0.3%ETFMediumSt. Charles, IL2026-10-26
Integrity Alliance, Llc.
43,630$1.8M0.1%ETFMediumUrbandale, IA2026-10-29
Vise Technologies, Inc.
43,308$1.8M0.0%IndexLowNew York, NY2026-10-29
Victory Financial Group, LLC
43,137$1.8M0.2%ETFLowAustin, TX2026-10-27
PKS Advisory Services, LLC
42,909$1.9M0.3%ETFMediumAlbany, NY2026-10-26
Koshinski Asset Management, Inc.
42,105$1.7M0.1%ETFLowDecatur, IL2026-10-29
City Holding Co
41,576$1.7M0.2%CoreLowCharleston, WV2026-10-19
Wagner Wealth Management, Corp
39,174$1.6M1.2%ETFHighConyngham, PA2026-10-20
Commonwealth Financial Services, LLC
38,800$1.6M0.3%ETFMediumVienna, WV2026-10-20
Summit Wealth Group LLC / Co
38,756$1.6M0.1%ETFHighColorado Springs, CO2026-10-29
Huntleigh Advisors, Inc.
37,901$1.5M0.2%GrowthMediumSt. Louis, MO2026-11-03
Ballew Advisors, Inc
37,731$1.6M0.8%ETFLowJackson, MS2026-10-05
BlueChip Wealth Advisors LLC
36,354$1.5M0.5%ETFMediumMilton, GA2026-11-03
Partners Wealth Management, LLC
36,041$1.5M0.2%CoreLowCarmel By The Sea, CA2026-10-28
Walkner Condon Financial Advisors LLC
35,015$1.4M0.2%ETFLowVerona, WI2026-11-02
Flagstar Securities, Inc
34,606$1.4M0.4%ETFVery LowNew York, NY2026-10-15
Clear Creek Financial Management, LLC
32,468$1.3M0.1%ETFMediumSilverdale, WA2026-10-28
Flagship Harbor Advisors, LLC
31,640$1.3M0.0%ETFMediumBoston, MA2026-10-26
Balefire, LLC
31,097$1.3M0.2%ETFMediumDallas, TX2026-10-09
Ellsworth Advisors, LLC
29,302$1.2M0.2%GARPHighHudson, OH2026-10-15
Dhjj Financial Advisors, Ltd.
29,071$1.2M0.3%ETFVery LowNaperville, IL2026-10-23
tru Independence LLC
28,943$1.2M0.5%ETFLowPortland, OR2026-10-20
SFG Wealth Management, Llc.
28,918$1.2M0.4%ETFMediumTowson, MD2026-10-23
Americana Partners, LLC
27,885$1.1M0.0%CoreMediumHouston, TX2026-10-28
Horizon Advisory Services, Inc.
27,441$1.1M0.4%ETFMediumWest Henrietta, NY2026-10-29
Winebrenner Capital Management LLC
27,398$1.1M0.7%ETFLowLouisville, KY2026-10-07
Avidian Wealth Enterprises, LLC
26,492$1.1M0.0%ETFLowHouston, TX2026-10-08
Stegent Equity Advisors, Inc.
26,425$1.1M0.8%ETFHighHouston, TX2026-10-13
Investment Partners, Ltd.
25,906$1.1M0.2%ETFVery LowNew Philadelphia, OH2026-10-29
Fearless Solutions, LLC dba Best Invest
25,169$1.0M0.5%ETFLowSan Antonio, TX2026-10-14
Avior Wealth Management, LLC
25,026$1.0M0.0%ETFMediumOmaha, NE2026-10-13
Parallel Advisors, LLC
24,484$993.6K0.0%IndexLowSan Francisco, CA2026-11-03
Triton Wealth Management, Pllc
24,260$1.0M0.3%ETFMediumSun City, AZ2026-11-04
J. Derek Lewis & Associates Inc.
24,167$980.6K0.2%ETFLowNewport Beach, CA2026-11-03
Private Trust Co NA
24,093$977.7K0.1%CoreLowCleveland, OH2026-10-20
Sanchez Wealth Management Group
23,735$963.2K2.9%ETFVery LowJacksonville, FL2026-11-02
Stiles Financial Services Inc
22,364$907.5K0.2%GrowthLowEdina, MN2026-10-30
Cottage Street Advisors LLC
22,059$895.2K0.3%GrowthLowMarion, MA2026-10-19
Frederick Financial Consultants, LLC
21,937$890.2K0.4%ETFVery LowFrederick, MD2026-10-29
Strategic Blueprint, LLC
21,793$884.4K0.0%ETFLowAtlanta, GA2026-10-22
Convergence Financial, LLC
21,699$880.5K0.1%ETFMediumColumbia, MO2026-10-27
Kraematon Investment Advisors, Inc
21,438$870.0K0.6%MomentumLowBraintree, MA2026-11-02
Advisortrust Partners, LLC
20,590$835.5K0.3%CoreHighRaleigh, NC2026-11-02
Independent Wealth Network Inc.
20,460$830.3K0.2%ETFMediumUrbandale, IA2026-10-19
Prosperity Financial Group, Inc.
20,176$818.8K0.2%GrowthMediumSan Ramon, CA2026-10-29
Kaydan Wealth Management, Inc.
19,485$790.7K0.3%ETFMediumFenton, MI2026-10-08
Platform Technology Partners
19,407$787.5K0.1%CoreVery LowLocust Valley, NY2026-11-02
Centennial Wealth Advisory LLC
19,310$783.6K0.2%ETFLowTraverse City, MI2026-10-16
Elevated Capital Advisors, LLC
19,245$781.0K0.3%ETFMediumSandy, UT2026-11-04
Manchester Financial Inc
19,002$771.1K0.1%ETFMediumWestlake Village, CA2026-10-15
Root Financial Partners, LLC
18,858$765.3K0.0%ETFMediumEncinitas, CA2026-10-21
Reicon Wealth Advisors, LLC
18,509$751.1K0.4%ETFLowAtlanta, GA2026-11-04
Clear Point Advisors Inc.
18,474$749.7K0.5%ETFMediumMelville, NY2026-10-30
IFP Advisors, Inc
18,340$744.2K0.0%GrowthLowTampa, FL2026-10-16
Gaddis Premier Wealth Advisors LLC
18,269$741.4K0.4%ETFMediumDurant, OK2026-10-29
TD Waterhouse Canada Inc.
17,231$705.8K0.0%CoreLowToronto, Australia2026-10-16
Murphy, Middleton, Hinkle & Parker, Inc.
15,974$648.2K0.3%CoreVery HighThomasville, GA2026-10-15
Global Assets Advisory, LLC
15,960$663.9K0.1%GrowthHighOrlando, FL2026-10-28
Lighthouse Wealth Management Inc.
15,840$642.8K0.4%ETFLowAshland, OH2026-10-13
Lanark Financial, Inc.
14,992$608.4K0.0%CoreMediumBirmingham, AL2026-10-26
XML Financial, LLC
14,896$604.5K0.0%ETFLowBethesda, MD2026-10-29
Tcfg Investment Advisors, LLC
14,753$598.7K0.2%GrowthMediumLaguna Niguel, CA2026-10-20
Perigon Wealth Management, LLC
14,670$595.3K0.0%GrowthLowSan Francisco, CA2026-10-22
Johnson Financial Group, LLC
14,505$588.6K0.0%ETFLowDenver, CO2026-11-03
Directional Asset Management
14,313$580.8K0.5%CoreLowArlington Heights, IL2026-10-22
Financial Partners Group, Inc
14,291$579.9K0.1%ETFLowOverland Park, KS2026-10-19
Gilpin Wealth Management, LLC
14,069$570.9K0.4%GrowthLowDenver, CO2026-10-09
Barrett & Company, Inc.
13,976$567.2K0.2%ETFLowProvidence, RI2026-10-22
Krilogy Financial LLC
13,723$566.7K0.0%GrowthLowSt. Louis, MO2026-10-13
Columbia Advisory Partners LLC
13,293$539.4K0.3%ETFMediumSpokane, WA2026-10-15
Objective Capital Management, LLC
13,217$536.4K0.5%ETFLowFairlawn, OH2026-10-13
Insight Inv LLC
13,069$530.3K0.3%CoreVery LowEl Segundo, CA2026-10-27
Founders Financial Securities LLC
12,227$496.2K0.0%ETFMediumTowson, MD2026-10-28
Old Port Advisors
11,596$470.6K0.1%GARPLowPortland, ME2026-10-23
Sovran Advisors, LLC
11,590$492.6K0.0%ETFMediumSan Diego, CA2026-11-02
Retirement Planning Group, LLC
11,504$466.8K0.0%ETFVery LowLeawood, KS2026-10-19
MSH Capital Advisors LLC
10,968$445.1K0.1%CoreLowScottsdale, AZ2026-11-03
Fifth Third Wealth Advisors LLC
10,900$442.3K0.0%IndexVery LowCincinnati, OH2026-10-22
Cottonwood Capital Advisors, LLC
10,836$439.7K0.3%ETFVery LowSalt Lake City, UT2026-10-20
Quad-Cities Investment Group, LLC
10,765$436.8K0.2%CoreLowDavenport, IA2026-10-16
Whitaker-Myers Wealth Managers, Ltd.
10,473$425.0K0.1%ETFMediumMansfield, OH2026-10-09
Pinnacle Bancorp, Inc.
10,183$413.2K0.1%CoreVery LowBeatrice, NE2026-10-21
Uptick Partners, LLC
10,182$413.2K0.1%ETFLowNacogdoches, TX2026-11-04
Arwa LLC
9,767$404.1K0.1%ETFMediumFort Worth, TX2026-10-21
Redhawk Wealth Advisors, Inc.
9,241$375.0K0.0%ETFHighMinneapolis, MN2026-10-14
CPC Advisors, LLC
9,191$373.0K0.1%ETFMediumAtlanta, GA2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
8,373$339.8K0.0%ETFMediumWestlake, OH2026-10-14
Albion Financial Group
8,250$334.8K0.0%GrowthLowSalt Lake City, UT2026-10-21
626 Financial, LLC
8,178$331.9K0.1%CoreLowPortage, MI2026-11-04
Park Avenue Securities LLC
8,081$328.0K0.0%ETFMediumNew York, NY2026-10-26
Marino, Stram & Associates LLC
7,820$317.4K0.0%ETFVery LowBraintree, MA2026-10-22
B. Riley Wealth Advisors, Inc.
7,716$313.1K0.0%GrowthLowMemphis, TN2026-10-13
Waterfront Wealth Inc.
7,565$316.7K0.1%ValueLowOverland Park, KS2026-11-03
Financial Solutions Advisory Group, Inc.
7,473$310.3K0.0%ETFMediumChicago, IL2026-10-28
ARS Wealth Advisors Group, LLC
7,240$293.8K0.0%CoreLowSt. Petersburg, FL2026-10-16
Heritage Wealth Management, Inc.
7,222$293.1K0.1%CoreLowCincinnati, OH2026-10-28
Michels Family Financial, LLC
7,022$284.9K0.2%ETFLowFort Worth, TX2026-11-02
Next Level Private LLC
6,967$282.7K0.1%CoreVery LowHarrison, NY2026-10-20
Rhodes Investment Advisors Inc
6,950$282.0K0.2%CoreMediumFort Worth, TX2026-10-07
1834 Investment Advisors Co
6,893$279.7K0.0%ValueLowMilwaukee, WI2026-10-16
NorthCrest Asset Manangement, LLC
6,738$277.7K0.0%GrowthLowPlymouth, MN2026-10-13
Team Financial Group, LLC
6,711$272.3K0.1%ETFLowTemecula, CA2026-10-30
James T. Borello RIA
6,674$270.8K0.1%ETFVery LowEast Dundee, IL2026-10-16
Flavin Financial Services, Inc.
6,605$268.0K0.1%CoreVery LowMelbourne, FL2026-10-21
Morey & Quinn Wealth Partners, LLC
6,409$260.1K0.2%CoreVery LowOmaha, NE2026-10-28
Assetmark, Inc
6,117$248.2K0.0%ETFLowConcord, CA2026-10-21
Montag A & Associates Inc
5,818$236.1K0.0%CoreLowAtlanta, GA2026-10-29
Seven Hills Financial, LLC
5,632$228.6K0.1%ETFN/ATallahassee, FL2026-10-13
Grove Bank & Trust
5,500$223.2K0.0%ETFLowMiami, FL2026-10-08
Tounjian Advisory Partners, LLC
5,405$219.3K0.1%GrowthHighFort Myers, FL2026-11-04
Salem Investment Counselors Inc
5,372$218.0K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Altus Wealth Group LLC
5,338$216.6K0.1%ETFLowColorado Springs, CO2026-10-20
Cascade Investment Group, Inc.
5,159$209.4K0.1%CoreLowColorado Springs, CO2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
5,077$206.0K0.3%GrowthMediumIndianapolis, IN2026-10-14
Omni 360 Wealth, Inc.
5,073$205.9K0.1%ETFLowPlainsboro, NJ2026-10-13
WealthPlan Investment Management, LLC
5,010$203.3K0.0%GrowthMediumOmaha, NE2026-10-15
Hazlett, Burt & Watson, Inc.
4,617$158.0K0.1%CoreVery LowWheeling, WV2026-11-04
Signature Equity Partners, LLC
4,167$169.1K0.1%GrowthMediumColumbus, OH2026-10-29
Wolff Wiese Magana LLC
3,231$131.1K0.1%GrowthLowCarslbad, CA2026-10-15
Financial Network Wealth Advisors LLC
3,183$129.2K0.1%ETFLowMurray, UT2026-10-28
Blue Trust, Inc.
2,231$90.5K0.0%ETFLowBrentwood, TN2026-10-15
Evolution Wealth Management Inc.
1,528$62.0K0.0%ETFMediumFort Myers, FL2026-10-28
Accordant Advisory Group Inc
1,383$56.1K0.0%ValueMediumAnnapolis, MD2026-10-29
Signaturefd, LLC
1,267$51.4K0.0%IndexLowAtlanta, GA2026-10-23
Glass Jacobson Investment Advisors llc
1,199$48.7K0.0%ETFLowOwings Mills, MD2026-10-26
Parkside Financial Bank & Trust
1,191$48.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Nfsg Corp
1,170$47.5K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Plante Moran Financial Advisors, LLC
1,128$45.8K0.0%ETFVery LowSouthfield, MI2026-11-04
EverSource Wealth Advisors, LLC
1,100$44.6K0.0%CoreMediumBirmingham, AL2026-11-04
Olistico Wealth, LLC
1,018$41.3K0.0%GrowthVery LowTulsa, OK2026-10-05
Horizon Financial Services, LLC
954$38.7K0.0%ETFLowWinston Salem, NC2026-11-04
Key FInancial Inc
924$37.5K0.0%ETFLowWest Chester, PA2026-11-02
Elevation Wealth Partners, LLC
788$32.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Pinnacle Wealth Planning Services, Inc.
765$31.0K0.0%GARPLowMansfield, OH2026-10-27
Maryland Capital Advisors Inc.
700$28.4K0.0%ETFVery LowChester, MD2026-10-15
Wealth Enhancement Trust Services, Inc.
685$27.8K0.0%GrowthMediumSioux Falls, SD2026-10-07
Harbor Investment Advisory, LLC
635$25.8K0.0%GrowthLowLutherville, MD2026-10-13
Financial Perspectives, Inc
600$24.3K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Gamma Investing LLC
542$22.0K0.0%IndexVery LowFoster City, CA2026-10-08
Global Trust Asset Management, LLC
494$20.0K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
GoalVest Advisory LLC
477$19.4K0.0%ETFMediumNew York, NY2026-10-02
Rosenberg Matthew Hamilton
474$19.2K0.0%ETFVery LowGrand Junction, CO2026-10-05
Kozak & Associates, Inc.
432$18.1K0.0%ETFLowHighlands Ranch, CO2026-10-29
Farmers & Merchants Investments Inc
327$13.3K0.0%CoreVery LowLincoln, NE2026-10-22
Raleigh Capital Management Inc.
293$11.9K0.0%CoreMediumCary, NC2026-10-28
Balance Wealth Partners LLC
280$11.4K0.0%ETFMediumWorthington, OH2026-10-27
First Horizon Corp
260$10.6K0.0%CoreLowMemphis, TN2026-10-26
Hoese & Co LLP
255$10.3K0.0%ETFLowGlencoe, MN2026-10-21
Signature Resources Capital Management, LLC
234$9.5K0.0%ETFLowNewport Beach, CA2026-10-16
MTM Investment Management, LLC
226$9.2K0.0%CoreVery LowSpartanburg, SC2026-10-30
Latitude Advisors, LLC
225$9.1K0.0%ETFLowYorkville, IL2026-10-27
American National Bank & Trust
220$8.9K0.0%CoreVery LowWichita Falls, TX2026-10-07
Gen-Wealth Partners Inc
208$8.4K0.0%CoreLowZeeland, MI2026-11-04
First Community Trust NA
207$8.4K0.0%GrowthLowDubuque, IA2026-10-07
Main Street Group, LTD
204$8.3K0.0%ETFMediumGlen Allen, VA2026-10-28
Cape Investment Advisory, Inc.
180$7.3K0.0%ETFLowMcdonough, GA2026-10-13
Mascoma Wealth Management LLC
123$5.0K0.0%ETFVery LowHanover, NH2026-10-23
Kingdom Financial Group Llc.
102$4.1K0.0%ETFMediumPeoria, AZ2026-11-04
GK Wealth Management LLC
50$2.0K0.0%GARPVery HighReno, NV2026-10-09
Simplex Trading, LLC
24$9730.0%CoreVery HighChicago, IL2026-11-04
Decker Retirement Planning Inc.
15$6090.0%Agg GrowthVery HighLevi, UT2026-10-19
SBI Securities Co., Ltd.
8$3250.0%Agg GrowthLowTokyo, Mexico2026-10-22
Prairie Wealth Advisors, Inc.
0$4.4M0.9%CoreVery LowOmaha, NE2026-10-29