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Global X Defense Tech ETF (SHLD)

CUSIP: 37960A529 | NYSE | 831 institutional holders

Quarters

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

Harel Insurance Investments & Financial Services Ltd.5,160,800
3.9% of portfolio›$310.1M
Sofi Wealth, LLC940,379
2.2% of portfolio›$56.5M
Thrivent Financial for Lutherans709,738
0.1% of portfolio›$42.7M
Global X Japan Co., Ltd.638,258
1.6% of portfolio›$38.3M
Ascent Group, LLC388,459
0.7% of portfolio›$23.3M
Vise Technologies, Inc.385,124
0.2% of portfolio›$23.1M
Henshaw Capital LLC375,000
0.7% of portfolio›$22.5M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors334,229
1.0% of portfolio›$20.1M
Meitav Investment House LTD328,318
0.1% of portfolio›$19.7M
Triad Wealth Partners, LLC299,319
1.0% of portfolio›$18.0M
Goldstein Advisors, LLC294,213
1.6% of portfolio›$17.7M
Cambridge Investment Research Advisors, Inc.281,671
0.1% of portfolio›$16.9M
Valley Wealth Managers, Inc.259,995
0.9% of portfolio›$15.6M
Park Avenue Securities LLC258,489
0.3% of portfolio›$15.5M
Patton Albertson Miller Group, LLC236,168
1.4% of portfolio›$14.2M
Evolution Wealth Advisors, LLC234,381
1.5% of portfolio›$14.1M
MGO One Seven LLC230,236
0.2% of portfolio›$13.8M
Shepherd Financial Partners LLC216,855
1.0% of portfolio›$13.0M
West Wealth Group, LLC209,693
2.0% of portfolio›$12.6M
Tennessee Valley Asset Management Partners203,014
1.3% of portfolio›$12.2M
Decker Wealth Management LLC193,024
2.4% of portfolio›$11.6M
CFS Investment Advisory Services, LLC176,189
0.7% of portfolio›$10.6M
Perigon Wealth Management, LLC175,035
0.2% of portfolio›$10.5M
Prevail Innovative Wealth Advisors, LLC163,202
1.2% of portfolio›$9.6M
KWB Wealth161,467
0.8% of portfolio›$9.7M
Horst & Graben Wealth Management LLC160,370
1.3% of portfolio›$9.6M
New England Private Wealth Advisors LLC149,505
0.9% of portfolio›$9.0M
Cardinal Strategic Wealth Guidance146,169
2.0% of portfolio›$8.8M
Physician Wealth Advisors, Inc.144,478
1.0% of portfolio›$8.7M
Farther Finance Advisors, LLC142,860
0.1% of portfolio›$8.6M
Security Financial Services, Inc.139,903
1.1% of portfolio›$8.4M
Kelly Financial Services LLC134,139
1.7% of portfolio›$8.1M
Pettinga Financial Advisors LLC133,889
1.3% of portfolio›$8.0M
Strategic Blueprint, LLC133,795
0.4% of portfolio›$8.0M
Commonwealth Equity Services, LLC133,158
0.0% of portfolio›$8.0M
Embree Financial Group129,318
0.8% of portfolio›$7.8M
Beacon Financial Group127,324
0.7% of portfolio›$7.6M
Kestra Private Wealth Services, LLC117,629
0.1% of portfolio›$7.1M
Archer Investment Management, LLC112,531
2.1% of portfolio›$6.8M
Bridgelight Financial Advisors, Inc.111,700
4.6% of portfolio›$6.7M
Sharkey, Howes & Javer109,707
0.8% of portfolio›$6.6M
Midwest Capital Advisors, LLC105,356
2.3% of portfolio›$6.3M
Avid Wealth Partners LLC104,717
2.9% of portfolio›$6.3M
Plancorp, LLC99,147
0.1% of portfolio›$6.3M
Beacon Capital Management, LLC98,714
0.8% of portfolio›$5.9M
Independent Financial Group, LLC96,837
0.1% of portfolio›$5.8M
ShoreHaven Wealth Partners, LLC94,637
1.7% of portfolio›$5.7M
Ameliora Wealth Management Ltd.88,909
1.5% of portfolio›$5.3M
Watershed Private Wealth LLC88,406
1.4% of portfolio›$5.3M
Buttonwood Financial Group, LLC87,358
2.6% of portfolio›$5.2M
Foguth Wealth Management, Llc.84,988
0.5% of portfolio›$5.2M
Kestra Advisory Services, LLC81,891
0.0% of portfolio›$4.9M
OAK Family Advisors, LLC80,175
1.3% of portfolio›$4.8M
Bank of New York Mellon Corp78,263
0.0% of portfolio›$4.7M
Quadcap Wealth Management, LLC77,789
0.4% of portfolio›$4.7M
Claro Advisors Inc.76,558
0.4% of portfolio›$4.6M
Apeiron RIA LLC73,119
1.0% of portfolio›$4.4M
James Investment Research, Inc.70,939
0.5% of portfolio›$4.3M
Fortem Financial Group, LLC70,755
0.9% of portfolio›$4.3M
TSA Wealth Managment LLC68,938
1.2% of portfolio›$4.1M
May Hill Capital, LLC68,474
0.8% of portfolio›$4.1M
Quadrant Private Wealth Management, LLC68,147
0.5% of portfolio›$4.1M
Trek Financial, LLC67,627
0.2% of portfolio›$4.1M
Cypress Wealth Services, LLC67,119
0.5% of portfolio›$4.0M
Principal Financial Group Inc65,904
0.0% of portfolio›$4.0M
Alliance Wealth Advisors, LLC62,809
0.7% of portfolio›$3.8M
Newport Capital Group, LLC62,341
2.7% of portfolio›$4.0M
Hobbs Wealth Management, LLC62,232
3.1% of portfolio›$3.7M
Focus Financial Network, Inc.62,218
0.1% of portfolio›$3.7M
Skyline Advisors, Inc.58,760
1.1% of portfolio›$3.5M
Ehrlich Financial Group58,138
1.8% of portfolio›$3.5M
Town Capital LLC56,743
2.2% of portfolio›$3.4M
Lifelong Wealth Advisors, Inc.54,302
0.8% of portfolio›$3.3M
Gen-Wealth Partners Inc52,786
0.9% of portfolio›$3.2M
Northbridge Financial Group, LLC51,316
1.1% of portfolio›$3.1M
Scissortail Wealth Management, LLC50,955
0.6% of portfolio›$3.1M
Schwallier Wealth Management LLC50,915
1.9% of portfolio›$3.1M
A4 Wealth Advisors LLC50,835
2.0% of portfolio›$3.1M
Concurrent Investment Advisors, LLC48,486
0.0% of portfolio›$2.9M
Emergent Wealth Advisors, LLC48,464
1.5% of portfolio›$2.9M
Golden State Wealth Management, LLC47,031
0.3% of portfolio›$2.8M
Ashton Thomas Private Wealth, LLC46,921
0.1% of portfolio›$2.8M
Atria Investments, Inc46,701
0.0% of portfolio›$2.8M
PFG Advisors45,301
0.1% of portfolio›$2.7M
Solstein Capital, LLC44,386
0.9% of portfolio›$2.7M
Integrated Advisors Network LLC42,157
0.1% of portfolio›$2.5M
SWP Financial LLC40,736
1.1% of portfolio›$2.4M
Maia Wealth LLC39,783
0.3% of portfolio›$2.4M
Spectrum Planning & Advisory Services Inc.39,596
1.0% of portfolio›$2.4M
TD Waterhouse Canada Inc.38,910
0.0% of portfolio›$2.3M
Accel Wealth Management37,728
0.5% of portfolio›$2.3M
Bison Wealth, LLC37,164
0.2% of portfolio›$2.2M
Peak Wealth Management LLC36,591
1.5% of portfolio›$2.2M
Herbst Group, LLC36,215
1.2% of portfolio›$2.2M
Elevation Point Wealth Partners, LLC35,921
0.0% of portfolio›$2.2M
Bedminster, LLC35,877
1.8% of portfolio›$2.2M
Prosperity Financial Group, Inc.35,277
0.6% of portfolio›$2.1M
B.O.S.S. Retirement Advisors, LLC34,976
0.6% of portfolio›$2.1M
FFG Retirement Advisors LLC34,634
1.1% of portfolio›$2.1M
Avidian Wealth Enterprises, LLC34,159
0.1% of portfolio›$2.1M
IFP Advisors, Inc33,436
0.0% of portfolio›$2.0M
Braun-Bostich & Associates Inc.31,934
1.1% of portfolio›$1.9M
Carlson Financial, Inc.31,469
1.0% of portfolio›$1.9M
Oppenheimer & Co Inc31,305
0.0% of portfolio›$1.9M
D.A. Davidson & Co.31,235
0.0% of portfolio›$1.9M
Rational Advisors, Inc.31,000
0.2% of portfolio›$1.9M
Brookstone Capital Management29,876
0.0% of portfolio›$1.8M
Uptick Partners, LLC29,269
0.2% of portfolio›$1.8M
Novem Group28,741
0.2% of portfolio›$1.7M
Diversify Advisory Services, LLC28,173
0.0% of portfolio›$1.7M
Diversify Wealth Management, LLC28,173
0.0% of portfolio›$1.7M
Wealth Enhancement Advisory Services, LLC28,009
0.0% of portfolio›$1.7M
Founders Financial Securities LLC28,001
0.1% of portfolio›$1.7M
Clear Creek Financial Management, LLC27,879
0.1% of portfolio›$1.7M
Carter Financial Group, Inc.27,794
0.9% of portfolio›$1.7M
Csenge Advisory Group27,317
0.1% of portfolio›$1.6M
Arcadia Wealth Management, LLC26,720
0.5% of portfolio›$1.6M
Terra Nova Asset Management LLC25,925
1.0% of portfolio›$1.6M
Firethorn Wealth Partners, LLC25,799
0.5% of portfolio›$1.5M
WealthPoint Financial, LLC24,586
1.1% of portfolio›$1.5M
Principle Wealth Partners LLC24,470
0.1% of portfolio›$1.5M
Bluedoor Private Wealth, LLC23,956
0.6% of portfolio›$1.4M
Wavvest Wealth LLC23,745
1.2% of portfolio›$1.4M
Blueprint Investment Partners LLC23,395
0.1% of portfolio›$1.4M
Blueprint Financial Advisors LLC23,395
0.2% of portfolio›$1.4M
Mather Group, Llc.23,349
0.0% of portfolio›$1.4M
United Advisor Group, LLC22,594
0.1% of portfolio›$1.4M
Financial Partners Group, Inc21,745
0.1% of portfolio›$1.3M
Crestwood Advisors Group, LLC21,530
0.0% of portfolio›$1.3M
Apollon Wealth Management, LLC21,517
0.0% of portfolio›$1.3M
Balefire, LLC21,052
0.2% of portfolio›$1.3M
WBH Advisory Inc20,990
0.1% of portfolio›$1.3M
Arwa LLC20,952
0.5% of portfolio›$1.2M
Transce3nd, LLC20,879
1.3% of portfolio›$1.3M
Citizens Financial Group Inc20,875
0.0% of portfolio›$1.3M
XY Planning Network, Inc.20,690
0.1% of portfolio›$1.2M
Sovran Advisors, LLC20,239
0.1% of portfolio›$1.3M
Endowment Wealth Management, Inc.20,098
0.4% of portfolio›$1.2M
Meridian Wealth Management, LLC19,824
0.0% of portfolio›$1.2M
Brown Miller Wealth Management, LLC19,653
0.3% of portfolio›$1.2M
Legacy Advisory Services, LLC19,594
0.8% of portfolio›$1.2M
Parkway Wealth Management Group, LLC19,173
0.1% of portfolio›$1.2M
Truist Financial Corp18,749
0.0% of portfolio›$1.1M
Balboa Wealth Partners18,639
0.1% of portfolio›$1.1M
CoreCap Advisors, LLC18,492
0.0% of portfolio›$1.1M
Cornerstone Wealth Management, LLC18,088
0.0% of portfolio›$1.1M
Y.D. More Investments Ltd17,895
0.0% of portfolio›$1.1M
Tempus Wealth Planning, LLC17,170
0.2% of portfolio›$1.0M
Corecam Pte. Ltd.17,143
0.4% of portfolio›$1.0M
HBW Advisory Services LLC16,652
0.1% of portfolio›$1.0M
American Institute for Advanced Investment Management, LLP15,885
0.6% of portfolio›$954.4K
WealthPLAN Partners, LLC15,849
0.2% of portfolio›$952.2K
Peck Wealth Management, LLC15,320
0.8% of portfolio›$920.4K
FWG Investments, Llc.14,845
0.4% of portfolio›$891.9K
Patriot Financial Group Insurance Agency, LLC14,681
0.1% of portfolio›$882.0K
Highline Wealth Partners LLC14,360
0.2% of portfolio›$862.7K
Sutton Place Investors LLC14,162
0.4% of portfolio›$850.9K
Parallel Advisors, LLC13,973
0.0% of portfolio›$839.5K
Merkkuri Wealth Advisors LLC13,923
0.5% of portfolio›$836.5K
Compound Planning, Inc.13,767
0.0% of portfolio›$827.1K
Signature Equity Partners, LLC13,470
0.3% of portfolio›$809.3K
Courier Capital LLC13,101
0.0% of portfolio›$787.1K
J.W. Cole Advisors, Inc.13,007
0.0% of portfolio›$781.5K
Joel Isaacson & Co., LLC13,000
0.0% of portfolio›$781.0K
Gilliland Jeter Wealth Management LLC12,860
0.2% of portfolio›$772.6K
Kingsbury Capital Investment Advisors LLC12,804
0.7% of portfolio›$769.3K
Sigma Planning Corp12,714
0.0% of portfolio›$788.5K
Lauer Wealth, LLC11,911
0.4% of portfolio›$705.0K
Emerald Advisors, LLC11,394
0.1% of portfolio›$684.6K
WealthBridge Capital Management, LLC11,309
0.1% of portfolio›$679.5K
RDA Financial Network11,280
0.1% of portfolio›$677.7K
Chatham Capital Group, Inc.11,255
0.1% of portfolio›$676.2K
Creative Planning10,977
0.0% of portfolio›$659.5K
Sowell Financial Services LLC10,888
0.0% of portfolio›$654.2K
Lloyd Advisory Services, Llc.10,746
0.2% of portfolio›$645.6K
Virtus Family Office LLC10,676
0.5% of portfolio›$641.4K
SBI Securities Co., Ltd.10,545
0.0% of portfolio›$633.5K
Quattro Financial Advisors LLC10,300
0.1% of portfolio›$618.8K
Beacon Financial Advisory LLC10,239
0.1% of portfolio›$615.2K
Centerpoint Advisory Group10,233
0.4% of portfolio›$614.8K
Advisory Solutions Group, LLC10,131
0.1% of portfolio›$608.7K
Omni 360 Wealth, Inc.9,906
0.3% of portfolio›$595.2K
Pinnacle Associates LTD9,835
0.0% of portfolio›$590.9K
Creative Financial Designs Inc9,700
0.0% of portfolio›$582.8K
Midwest Financial Group LLC9,520
0.2% of portfolio›$572.0K
Tepp RIA, LLC9,461
0.4% of portfolio›$568.4K
Nations Financial Group Inc,9,288
0.0% of portfolio›$558.0K
HB Wealth Management, LLC9,231
0.0% of portfolio›$554.6K
Investment Partners, Ltd.9,190
0.1% of portfolio›$552.1K
Walker Asset Management, LLC8,998
0.3% of portfolio›$540.6K
Cassilly Financial Group LLC8,822
0.4% of portfolio›$530.0K
Prospera Financial Services Inc8,805
0.0% of portfolio›$561.6K
MKT Advisors LLC8,803
0.2% of portfolio›$521.1K
Integrated Wealth Management8,800
0.5% of portfolio›$528.7K
Lunt Capital Management, Inc.8,646
0.2% of portfolio›$519.5K
Archford Capital Strategies, LLC8,574
0.1% of portfolio›$515.1K
Sagespring Wealth Partners, LLC8,350
0.0% of portfolio›$501.7K
15 Wealth Advisors LLC8,317
0.1% of portfolio›$499.7K
Castleview Partners, LLC8,303
0.2% of portfolio›$498.9K
Mirae Asset Global Investments Co., Ltd.8,190
0.0% of portfolio›$492.1K
Imc-Chicago, LLC7,958
0.0% of portfolio›$478.1K
Nvwm, LLC7,940
0.1% of portfolio›$477.0K
Asempa Wealth Advisors7,759
0.4% of portfolio›$466.6K
Key Capital Management, Inc7,658
0.2% of portfolio›$460.1K
HUB Investment Partners, LLC7,375
0.0% of portfolio›$443.1K
Lido Advisors, LLC7,313
0.0% of portfolio›$439.4K
Joseph P. Lucia & Associates, LLC7,217
0.1% of portfolio›$433.6K
Activest Wealth Management7,112
0.1% of portfolio›$427.3K
MN Wealth Advisors, LLC6,983
0.2% of portfolio›$419.6K
MCF Advisors LLC6,945
0.0% of portfolio›$417.2K
Vontobel Holding Ltd.6,941
0.0% of portfolio›$417.0K
CGN Advisors LLC6,916
0.0% of portfolio›$415.5K
Riggs Asset Managment Co. Inc.6,795
0.1% of portfolio›$408.2K
Caliber Wealth Management, LLC / KS6,625
0.0% of portfolio›$398.0K
SeaCrest Wealth Management, LLC6,503
0.0% of portfolio›$390.7K
StoneX Group Inc.6,397
0.0% of portfolio›$386.7K
Cardinal Point Capital Management ULC6,393
0.0% of portfolio›$384.1K
Integrity Alliance, Llc.6,301
0.0% of portfolio›$378.6K
NWF Advisory Services Inc.6,175
0.0% of portfolio›$371.0K
SAX Wealth Advisors, LLC5,557
0.0% of portfolio›$333.9K
Latitude Advisors, LLC5,518
0.1% of portfolio›$331.5K
Stirlingshire Investments, Inc.5,499
0.2% of portfolio›$330.4K
Fulcrum Equity Management5,496
0.3% of portfolio›$330.2K
B. Riley Wealth Advisors, Inc.5,461
0.0% of portfolio›$328.1K
Private Trust Co NA5,419
0.0% of portfolio›$325.6K
Silverlake Wealth Management LLC5,391
0.1% of portfolio›$323.9K
MSH Capital Advisors LLC5,358
0.0% of portfolio›$321.9K
Pinnacle Wealth Management Advisory Group, LLC5,120
0.0% of portfolio›$307.6K
Signal Advisors Wealth, LLC5,107
0.0% of portfolio›$306.8K
Sweeney & Michel, LLC5,017
0.1% of portfolio›$301.4K
Elevated Capital Advisors, LLC4,994
0.1% of portfolio›$300.1K
Wedbush Securities Inc4,898
0.0% of portfolio›$294.0K
US Bancorp \de\4,878
0.0% of portfolio›$293.1K
Simplicity Wealth,LLC4,745
0.0% of portfolio›$285.1K
Sound Income Strategies, LLC4,635
0.0% of portfolio›$274.3K
Kingswood Wealth Advisors, LLC4,592
0.0% of portfolio›$275.9K
Strategic Advisors LLC4,561
0.1% of portfolio›$274.0K
Midwest Financial Network, LLC4,403
0.2% of portfolio›$264.5K
Cascade Investment Group, Inc.4,366
0.1% of portfolio›$262.3K
Capstone Capital Management Ltd4,300
0.1% of portfolio›$258.3K
APS Management Group, Inc.4,224
0.2% of portfolio›$253.8K
Signature Estate & Investment Advisors LLC4,182
0.0% of portfolio›$251.3K
Portside Wealth Group, LLC4,171
0.0% of portfolio›$250.6K
Fifth Third Bancorp4,146
0.0% of portfolio›$249.1K
David J Yvars Group4,067
0.1% of portfolio›$244.3K
Keystone Wealth Services, LLC4,055
0.0% of portfolio›$245.1K
Traphagen Investment Advisors LLC4,003
0.0% of portfolio›$240.5K
Flagship Harbor Advisors, LLC3,996
0.0% of portfolio›$240.1K
Tcfg Investment Advisors, LLC3,973
0.1% of portfolio›$238.7K
E&G Advisors, LLC3,960
0.0% of portfolio›$237.9K
Oregon Pacific Wealth Management, LLC3,870
0.2% of portfolio›$232.5K
International Assets Investment Management, LLC3,819
0.0% of portfolio›$229.7K
Private Client Services, LLC3,804
0.1% of portfolio›$228.6K
Forthright Family Wealth Advisory LLC3,782
0.1% of portfolio›$227.2K
Davenport & Co LLC3,708
0.0% of portfolio›$222.8K
Winthrop Advisory Group LLC3,707
0.0% of portfolio›$222.7K
Partners Wealth Management, LLC3,643
0.0% of portfolio›$218.9K
Forvis Mazars Wealth Advisors, LLC3,624
0.0% of portfolio›$217.7K
Family Office Research LLC3,578
0.1% of portfolio›$215.0K
Advisor OS, LLC3,513
0.0% of portfolio›$211.1K
Lanark Financial, Inc.3,018
0.0% of portfolio›$181.3K
Simplex Trading, LLC2,591
0.0% of portfolio›$155.7K
Advocate Investing Services LLC2,500
0.1% of portfolio›$150.2K
Larson Financial Group LLC2,263
0.0% of portfolio›$136.0K
Blue Trust, Inc.2,152
0.0% of portfolio›$129.3K
Spire Wealth Management1,959
0.0% of portfolio›$117.7K
Elevation Wealth Partners, LLC1,904
0.0% of portfolio›$114.4K
Retirement Wealth Solutions LLC1,903
0.1% of portfolio›$114.3K
Assetmark, Inc1,727
0.0% of portfolio›$103.8K
Main Street Group, LTD1,542
0.0% of portfolio›$92.6K
Kingdom Financial Group Llc.1,384
0.0% of portfolio›$83.2K
Markowski Investments1,230
0.0% of portfolio›$73.9K
Rossby Financial, LCC1,209
0.0% of portfolio›$72.7K
Wilmington Savings Fund Society, FSB1,200
0.0% of portfolio›$72.1K
Foresight Capital Management Advisors, Inc.1,187
0.0% of portfolio›$71.3K
Marshall & Sterling Wealth Advisors Inc.1,161
0.0% of portfolio›$69.8K
Ascentis Independent Advisors1,059
0.0% of portfolio›$63.6K
Heritage Family Offices, LLP1,023
0.0% of portfolio›$61.5K
POM Investment Strategies, LLC933
0.0% of portfolio›$56.1K
EverSource Wealth Advisors, LLC907
0.0% of portfolio›$54.5K
Investors Research Corp837
0.0% of portfolio›$50.3K
North Star Investment Management Corp.800
0.0% of portfolio›$48.1K
Concord Wealth Partners748
0.0% of portfolio›$45.0K
Montgomery Financial Services LLC743
0.0% of portfolio›$44.6K
Evolution Wealth Management Inc.691
0.0% of portfolio›$41.5K
First Premier Bank650
0.0% of portfolio›$39.0K
UMB Private Wealth Management, LLC645
0.0% of portfolio›$38.8K
Blue Bell Private Wealth Management, LLC641
0.0% of portfolio›$38.5K
Adirondack Trust Co634
0.0% of portfolio›$38.1K
Triumph Capital Management552
0.0% of portfolio›$33.1K
Manchester Capital Management LLC531
0.0% of portfolio›$32.3K
GK Wealth Management LLC525
0.0% of portfolio›$31.5K
Quest 10 Wealth Builders, Inc.521
0.0% of portfolio›$31.3K
Raleigh Capital Management Inc.489
0.0% of portfolio›$29.4K
Capital Advisors, Ltd. LLC436
0.0% of portfolio›$26.0K
Pacifica Partners Inc.360
0.0% of portfolio›$21.6K
Hilton Head Capital Partners, LLC272
0.0% of portfolio›$16.3K
Glass Jacobson Investment Advisors llc264
0.0% of portfolio›$15.9K
Allspring Global Investments Holdings, LLC245
0.0% of portfolio›$14.8K
Team Financial Group, LLC229
0.0% of portfolio›$13.8K
Financial Network Wealth Advisors LLC223
0.0% of portfolio›$13.4K
Torren Management, LLC175
0.0% of portfolio›$10.5K
Nemes Rush Group LLC163
0.0% of portfolio›$9.8K
Rakuten Securities, Inc.156
0.0% of portfolio›$9.4K
NBH Bank116
0.0% of portfolio›$7.0K
Financially Speaking Inc112
0.0% of portfolio›$6.7K
Financial Consulate, Inc100
0.0% of portfolio›$6.0K
Root Financial Partners, LLC100
0.0% of portfolio›$6.0K
Evermay Wealth Management LLC100
0.0% of portfolio›$6.0K
American Capital Advisory, LLC100
0.0% of portfolio›$6.0K
Abound Wealth Management90
0.0% of portfolio›$5.4K
Networth Advisors, LLC82
0.0% of portfolio›$5.0K
SJS Investment Consulting Inc.76
0.0% of portfolio›$4.6K
Central Trust Co65
0.0% of portfolio›$3.9K
Buck Wealth Strategies, LLC62
0.0% of portfolio›$3.7K
Oakworth Capital, Inc.52
0.0% of portfolio›$3.1K
Mosley Wealth Management50
0.0% of portfolio›$3.0K
Silver Grove Financial Group, Inc.36
0.0% of portfolio›$2.2K
Hughes Financial Services, LLC35
0.0% of portfolio›$2.3K
Next Level Wealth Planning, LLC34
0.0% of portfolio›$2.0K
Capital Investment Advisory Services, LLC33
0.0% of portfolio›$2.0K
First Community Trust NA29
0.0% of portfolio›$1.7K
Pinnacle Bancorp, Inc.29
0.0% of portfolio›$1.7K
Trust Co of Vermont28
0.0% of portfolio›$1.7K
Archer Investment Corp24
0.0% of portfolio›$1.4K
Guardian Partners Inc.23
0.0% of portfolio›$1.4K
Creative Capital Management Investments LLC21
0.0% of portfolio›$1.3K
Parkside Financial Bank & Trust20
0.0% of portfolio›$1.2K
IFS Advisors, LLC15
0.0% of portfolio›$901
Jacobi Capital Management LLC15
0.0% of portfolio›$901
NBT Bank, N.A.15
0.0% of portfolio›$901
Clayton Financial Group LLC10
0.0% of portfolio›$601
CX Institutional10
0.0% of portfolio›$1
Pinnacle Wealth Planning Services, Inc.10
0.0% of portfolio›$601
Gilpin Wealth Management, LLC5
0.0% of portfolio›$301
Gold Investment Management Ltd.4
0.0% of portfolio›$240
Salomon & Ludwin, LLC4
0.0% of portfolio›$240
Citigroup Inc3
0.0% of portfolio›$180
StyleTurnoverLocationFiled
Harel Insurance Investments & Financial Services Ltd.
5,160,800$310.1M3.9%GrowthHighRamat Gan, Luxembourg2026-11-02
Sofi Wealth, LLC
940,379$56.5M2.2%ETFVery LowSan Francisco, CA2026-10-27
Thrivent Financial for Lutherans
709,738$42.7M0.1%GARPMediumMinneapolis, MN2026-11-05
Global X Japan Co., Ltd.
638,258$38.3M1.6%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Ascent Group, LLC
388,459$23.3M0.7%CoreLowVirginia Beach, VA2026-10-30
Vise Technologies, Inc.
385,124$23.1M0.2%IndexLowNew York, NY2026-10-29
Henshaw Capital LLC
375,000$22.5M0.7%GrowthVery LowWoburn, MA2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
334,229$20.1M1.0%ETFMediumWestlake, OH2026-10-14
Meitav Investment House LTD
328,318$19.7M0.1%ETFMediumBene-Beraq, Luxembourg2026-10-28
Triad Wealth Partners, LLC
299,319$18.0M1.0%ETFMediumLawrence, KS2026-10-26
Goldstein Advisors, LLC
294,213$17.7M1.6%ETFMediumMadison, WI2026-10-15
Cambridge Investment Research Advisors, Inc.
281,671$16.9M0.1%ETFLowFairfield, IA2026-11-02
Valley Wealth Managers, Inc.
259,995$15.6M0.9%GARPMediumParamus, NJ2026-10-09
Park Avenue Securities LLC
258,489$15.5M0.3%ETFMediumNew York, NY2026-10-26
Patton Albertson Miller Group, LLC
236,168$14.2M1.4%CoreLowChattanooga, TN2026-10-26
Evolution Wealth Advisors, LLC
234,381$14.1M1.5%ETFLowAventura, FL2026-11-03
MGO One Seven LLC
230,236$13.8M0.2%GrowthLowBeachwood, OH2026-10-28
Shepherd Financial Partners LLC
216,855$13.0M1.0%ETFLowWinchester, MA2026-11-03
West Wealth Group, LLC
209,693$12.6M2.0%ETFMediumIrvine, CA2026-10-14
Tennessee Valley Asset Management Partners
203,014$12.2M1.3%ETFLowKnoxville, TN2026-11-03
Decker Wealth Management LLC
193,024$11.6M2.4%MomentumLowNashville, TN2026-10-09
CFS Investment Advisory Services, LLC
176,189$10.6M0.7%ETFMediumTotowa, NJ2026-10-19
Perigon Wealth Management, LLC
175,035$10.5M0.2%GrowthLowSan Francisco, CA2026-10-22
Prevail Innovative Wealth Advisors, LLC
163,202$9.6M1.2%CoreVery HighLeawood, KS2026-10-20
KWB Wealth
161,467$9.7M0.8%ETFMediumRedlands, CA2026-10-16
Horst & Graben Wealth Management LLC
160,370$9.6M1.3%ETFMediumPortland, OR2026-11-02
New England Private Wealth Advisors LLC
149,505$9.0M0.9%ETFVery LowWellesley, MA2026-10-19
Cardinal Strategic Wealth Guidance
146,169$8.8M2.0%ETFMediumLouisville, KY2026-11-02
Physician Wealth Advisors, Inc.
144,478$8.7M1.0%ETFMediumMidvale, UT2026-10-20
Farther Finance Advisors, LLC
142,860$8.6M0.1%IndexLowSan Francisco, CA2026-10-08
Security Financial Services, Inc.
139,903$8.4M1.1%ETFMediumFort Wayne, IN2026-10-29
Kelly Financial Services LLC
134,139$8.1M1.7%ETFMediumBraintree, MA2026-10-20
Pettinga Financial Advisors LLC
133,889$8.0M1.3%ETFMediumEvansville, IN2026-10-13
Strategic Blueprint, LLC
133,795$8.0M0.4%ETFLowAtlanta, GA2026-10-22
Commonwealth Equity Services, LLC
133,158$8.0M0.0%ETFLowWaltham, MA2026-11-02
Embree Financial Group
129,318$7.8M0.8%ETFLowChicago, IL2026-10-22
Beacon Financial Group
127,324$7.6M0.7%ETFMediumDallas, TX2026-10-19
Kestra Private Wealth Services, LLC
117,629$7.1M0.1%GrowthLowAustin, TX2026-10-30
Archer Investment Management, LLC
112,531$6.8M2.1%ETFHighAustin, TX2026-10-13
Bridgelight Financial Advisors, Inc.
111,700$6.7M4.6%CoreMediumShelton, CT2026-10-20
Sharkey, Howes & Javer
109,707$6.6M0.8%ETFMediumDenver, CO2026-10-22
Midwest Capital Advisors, LLC
105,356$6.3M2.3%ETFHighGrand Rapids, MI2026-11-04
Avid Wealth Partners LLC
104,717$6.3M2.9%ETFMediumSan Antonio, TX2026-11-03
Plancorp, LLC
99,147$6.3M0.1%ETFLowSaint Louis, MO2026-11-03
Beacon Capital Management, LLC
98,714$5.9M0.8%ETFMediumFranklin, TN2026-10-23
Independent Financial Group, LLC
96,837$5.8M0.1%GrowthLowSan Diego, CA2026-10-13
ShoreHaven Wealth Partners, LLC
94,637$5.7M1.7%ETFMediumRed Bank, NJ2026-10-16
Ameliora Wealth Management Ltd.
88,909$5.3M1.5%ETFLowZurich, Switzerland2026-10-23
Watershed Private Wealth LLC
88,406$5.3M1.4%ETFMediumOak Brook, IL2026-10-30
Buttonwood Financial Group, LLC
87,358$5.2M2.6%ETFMediumKansas City, MO2026-10-16
Foguth Wealth Management, Llc.
84,988$5.2M0.5%ETFHighBrighton, MI2026-10-19
Kestra Advisory Services, LLC
81,891$4.9M0.0%CoreLowAustin, TX2026-11-02
OAK Family Advisors, LLC
80,175$4.8M1.3%CoreMediumChicago, IL2026-10-19
Bank of New York Mellon Corp
78,263$4.7M0.0%CoreLowNew York, NY2026-11-05
Quadcap Wealth Management, LLC
77,789$4.7M0.4%ETFLowFrisco, TX2026-11-02
Claro Advisors Inc.
76,558$4.6M0.4%CoreLowBoston, MA2026-11-02
Apeiron RIA LLC
73,119$4.4M1.0%ETFMediumDallas, TX2026-10-08
James Investment Research, Inc.
70,939$4.3M0.5%CoreLowAlpha, OH2026-10-22
Fortem Financial Group, LLC
70,755$4.3M0.9%GrowthLowPalm Desert, CA2026-10-20
TSA Wealth Managment LLC
68,938$4.1M1.2%ETFMediumHouston, TX2026-10-22
May Hill Capital, LLC
68,474$4.1M0.8%ETFLowCohasset, MA2026-11-03
Quadrant Private Wealth Management, LLC
68,147$4.1M0.5%GrowthLowCenter Valley, PA2026-11-04
Trek Financial, LLC
67,627$4.1M0.2%ETFHighScottsdale, AZ2026-10-29
Cypress Wealth Services, LLC
67,119$4.0M0.5%ETFLowPalm Desert, CA2026-10-21
Principal Financial Group Inc
65,904$4.0M0.0%CoreLowDes Moines, IA2026-11-02
Alliance Wealth Advisors, LLC
62,809$3.8M0.7%ETFHighCenterville, UT2026-10-28
Newport Capital Group, LLC
62,341$4.0M2.7%ETFHighRed Bank, NJ2026-10-16
Hobbs Wealth Management, LLC
62,232$3.7M3.1%ETFLowZionsville, IN2026-10-20
Focus Financial Network, Inc.
62,218$3.7M0.1%ETFLowMinneapolis, MN2026-10-14
Skyline Advisors, Inc.
58,760$3.5M1.1%ETFMediumBellingham, WA2026-11-03
Ehrlich Financial Group
58,138$3.5M1.8%ETFHighLaguna Niguel, CA2026-10-20
Town Capital LLC
56,743$3.4M2.2%ETFHighBel Air, MD2026-11-03
Lifelong Wealth Advisors, Inc.
54,302$3.3M0.8%ETFLowArden Hills, MN2026-10-19
Gen-Wealth Partners Inc
52,786$3.2M0.9%CoreLowZeeland, MI2026-11-04
Northbridge Financial Group, LLC
51,316$3.1M1.1%GrowthLowTampa, FL2026-11-05
Scissortail Wealth Management, LLC
50,955$3.1M0.6%ETFLowTulsa, OK2026-11-03
Schwallier Wealth Management LLC
50,915$3.1M1.9%ETFHighGrand Rapids, MI2026-11-05
A4 Wealth Advisors LLC
50,835$3.1M2.0%ETFHighHuntersville, NC2026-10-20
Concurrent Investment Advisors, LLC
48,486$2.9M0.0%GrowthMediumTampa, FL2026-10-16
Emergent Wealth Advisors, LLC
48,464$2.9M1.5%ETFMediumWilliamsville, NY2026-10-09
Golden State Wealth Management, LLC
47,031$2.8M0.3%ETFMediumSanta Ana, CA2026-11-02
Ashton Thomas Private Wealth, LLC
46,921$2.8M0.1%CoreMediumScottsdale, AZ2026-11-03
Atria Investments, Inc
46,701$2.8M0.0%CoreMediumCharlotte, NC2026-10-15
PFG Advisors
45,301$2.7M0.1%ETFMediumPhoenix, AZ2026-10-16
Solstein Capital, LLC
44,386$2.7M0.9%CoreLowMenlo Park, CA2026-11-02
Integrated Advisors Network LLC
42,157$2.5M0.1%GrowthMediumDallas, TX2026-10-20
SWP Financial LLC
40,736$2.4M1.1%ETFMediumEncinitas, CA2026-10-23
Maia Wealth LLC
39,783$2.4M0.3%ETFMediumDenver, CO2026-10-19
Spectrum Planning & Advisory Services Inc.
39,596$2.4M1.0%ETFMediumSan Diego, CA2026-11-05
TD Waterhouse Canada Inc.
38,910$2.3M0.0%CoreLowToronto, Australia2026-10-16
Accel Wealth Management
37,728$2.3M0.5%ETFLowWaverly, IA2026-10-13
Bison Wealth, LLC
37,164$2.2M0.2%GrowthMediumAtlanta, GA2026-10-13
Peak Wealth Management LLC
36,591$2.2M1.5%ETFMediumNashua, NH2026-10-26
Herbst Group, LLC
36,215$2.2M1.2%GrowthHighWestport, CT2026-10-20
Elevation Point Wealth Partners, LLC
35,921$2.2M0.0%CoreHighDenver, CO2026-11-05
Bedminster, LLC
35,877$2.2M1.8%ETFMediumBluffton, SC2026-11-04
Prosperity Financial Group, Inc.
35,277$2.1M0.6%GrowthMediumSan Ramon, CA2026-10-29
B.O.S.S. Retirement Advisors, LLC
34,976$2.1M0.6%ETFMediumLehi, UT2026-10-26
FFG Retirement Advisors LLC
34,634$2.1M1.1%ETFMediumCentennial, CO2026-10-20
Avidian Wealth Enterprises, LLC
34,159$2.1M0.1%ETFLowHouston, TX2026-10-08
IFP Advisors, Inc
33,436$2.0M0.0%GrowthLowTampa, FL2026-10-16
Braun-Bostich & Associates Inc.
31,934$1.9M1.1%ETFMediumCanonsburg, PA2026-10-20
Carlson Financial, Inc.
31,469$1.9M1.0%GrowthLowCanby, OR2026-11-05
Oppenheimer & Co Inc
31,305$1.9M0.0%CoreLowNew York, NY2026-10-26
D.A. Davidson & Co.
31,235$1.9M0.0%CoreLowGreat Falls, MT2026-10-28
Rational Advisors, Inc.
31,000$1.9M0.2%ETFMediumSan Juan, PR2026-11-02
Brookstone Capital Management
29,876$1.8M0.0%ETFMediumWheaton, IL2026-10-22
Uptick Partners, LLC
29,269$1.8M0.2%ETFLowNacogdoches, TX2026-11-04
Novem Group
28,741$1.7M0.2%ETFMediumRochester, NY2026-10-19
Diversify Advisory Services, LLC
28,173$1.7M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
28,173$1.7M0.0%GrowthMediumSandy, UT2026-10-20
Wealth Enhancement Advisory Services, LLC
28,009$1.7M0.0%CoreLowPlymouth, MN2026-10-13
Founders Financial Securities LLC
28,001$1.7M0.1%ETFMediumTowson, MD2026-10-28
Clear Creek Financial Management, LLC
27,879$1.7M0.1%ETFMediumSilverdale, WA2026-10-28
Carter Financial Group, Inc.
27,794$1.7M0.9%GrowthLowBarrington, IL2026-10-21
Csenge Advisory Group
27,317$1.6M0.1%ETFMediumClearwater, FL2026-11-04
Arcadia Wealth Management, LLC
26,720$1.6M0.5%ETFLowManchester, NH2026-10-22
Terra Nova Asset Management LLC
25,925$1.6M1.0%MomentumMediumNew York, NY2026-10-13
Firethorn Wealth Partners, LLC
25,799$1.5M0.5%ETFLowAugusta, GA2026-10-14
WealthPoint Financial, LLC
24,586$1.5M1.1%ETFMediumCramerton, NC2026-11-03
Principle Wealth Partners LLC
24,470$1.5M0.1%CoreVery LowMadison, CT2026-11-02
Bluedoor Private Wealth, LLC
23,956$1.4M0.6%CoreLowBeverly, MA2026-11-05
Wavvest Wealth LLC
23,745$1.4M1.2%ETFN/AChicago, IL2026-10-21
Blueprint Investment Partners LLC
23,395$1.4M0.1%ETFMediumGreensboro, NC2026-10-28
Blueprint Financial Advisors LLC
23,395$1.4M0.2%GARPMediumGreensboto, NC2026-10-28
Mather Group, Llc.
23,349$1.4M0.0%ETFMediumChicago, IL2026-10-14
United Advisor Group, LLC
22,594$1.4M0.1%ETFLowCincinnati, OH2026-11-03
Financial Partners Group, Inc
21,745$1.3M0.1%ETFLowOverland Park, KS2026-10-19
Crestwood Advisors Group, LLC
21,530$1.3M0.0%GrowthLowBoston, MA2026-10-27
Apollon Wealth Management, LLC
21,517$1.3M0.0%GrowthLowMount Pleasant, SC2026-10-23
Balefire, LLC
21,052$1.3M0.2%ETFMediumDallas, TX2026-10-09
WBH Advisory Inc
20,990$1.3M0.1%ETFLowBaltimore, MD2026-11-05
Arwa LLC
20,952$1.2M0.5%ETFMediumFort Worth, TX2026-10-21
Transce3nd, LLC
20,879$1.3M1.3%GrowthLowBuda, TX2026-10-26
Citizens Financial Group Inc
20,875$1.3M0.0%GrowthLowProvidence, RI2026-10-23
XY Planning Network, Inc.
20,690$1.2M0.1%ETFLowBozeman, MT2026-10-14
Sovran Advisors, LLC
20,239$1.3M0.1%ETFMediumSan Diego, CA2026-11-02
Endowment Wealth Management, Inc.
20,098$1.2M0.4%ETFMediumAppleton, WI2026-11-03
Meridian Wealth Management, LLC
19,824$1.2M0.0%GrowthLowLexington, KY2026-11-05
Brown Miller Wealth Management, LLC
19,653$1.2M0.3%GrowthLowMclean, VA2026-11-02
Legacy Advisory Services, LLC
19,594$1.2M0.8%ETFMediumExton, PA2026-10-20
Parkway Wealth Management Group, LLC
19,173$1.2M0.1%ETFHighPlano, TX2026-10-20
Truist Financial Corp
18,749$1.1M0.0%CoreLowCharlotte, NC2026-10-30
Balboa Wealth Partners
18,639$1.1M0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
CoreCap Advisors, LLC
18,492$1.1M0.0%ETFMediumSouthfield, MI2026-10-08
Cornerstone Wealth Management, LLC
18,088$1.1M0.0%ETFVery LowSt. Peters, MO2026-11-04
Y.D. More Investments Ltd
17,895$1.1M0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Tempus Wealth Planning, LLC
17,170$1.0M0.2%ETFMediumIrvine, CA2026-10-14
Corecam Pte. Ltd.
17,143$1.0M0.4%ETFMediumSingapore, Turkey2026-10-23
HBW Advisory Services LLC
16,652$1.0M0.1%ETFMediumSimi Valley, CA2026-10-15
American Institute for Advanced Investment Management, LLP
15,885$954.4K0.6%ETFLowScottsdale, AZ2026-11-03
WealthPLAN Partners, LLC
15,849$952.2K0.2%CoreMediumOmaha, NE2026-10-15
Peck Wealth Management, LLC
15,320$920.4K0.8%ETFLowWhite Plains, NY2026-10-29
FWG Investments, Llc.
14,845$891.9K0.4%ETFMediumLexington, KY2026-11-03
Patriot Financial Group Insurance Agency, LLC
14,681$882.0K0.1%GrowthLowWalpole, MA2026-10-14
Highline Wealth Partners LLC
14,360$862.7K0.2%ETFMediumSherman Oaks, CA2026-10-19
Sutton Place Investors LLC
14,162$850.9K0.4%ETFLowArmonk, NY2026-10-20
Parallel Advisors, LLC
13,973$839.5K0.0%IndexLowSan Francisco, CA2026-11-03
Merkkuri Wealth Advisors LLC
13,923$836.5K0.5%ETFMediumHicksville, NY2026-11-03
Compound Planning, Inc.
13,767$827.1K0.0%CoreLowNew York, NY2026-11-05
Signature Equity Partners, LLC
13,470$809.3K0.3%GrowthMediumColumbus, OH2026-10-29
Courier Capital LLC
13,101$787.1K0.0%ETFLowBuffalo, NY2026-10-19
J.W. Cole Advisors, Inc.
13,007$781.5K0.0%IndexLowTampa, FL2026-11-05
Joel Isaacson & Co., LLC
13,000$781.0K0.0%ETFVery LowNew York, NY2026-11-05
Gilliland Jeter Wealth Management LLC
12,860$772.6K0.2%GrowthVery LowLittle Rock, AR2026-10-28
Kingsbury Capital Investment Advisors LLC
12,804$769.3K0.7%GrowthMediumEvanston, IL2026-10-20
Sigma Planning Corp
12,714$788.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Lauer Wealth, LLC
11,911$705.0K0.4%ETFMediumValparaiso, IN2026-10-13
Emerald Advisors, LLC
11,394$684.6K0.1%GrowthVery LowBellevue, WA2026-10-13
WealthBridge Capital Management, LLC
11,309$679.5K0.1%ETFLowWesterville, OH2026-10-16
RDA Financial Network
11,280$677.7K0.1%GrowthMediumAkron, IA2026-10-15
Chatham Capital Group, Inc.
11,255$676.2K0.1%CoreLowSavannah, GA2026-10-16
Creative Planning
10,977$659.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Sowell Financial Services LLC
10,888$654.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
Lloyd Advisory Services, Llc.
10,746$645.6K0.2%ETFVery HighSuwanee, GA2026-11-02
Virtus Family Office LLC
10,676$641.4K0.5%Deep ValueMediumEl Paso, TX2026-10-30
SBI Securities Co., Ltd.
10,545$633.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Quattro Financial Advisors LLC
10,300$618.8K0.1%ETFMediumMontgomery, TX2026-10-15
Beacon Financial Advisory LLC
10,239$615.2K0.1%ETFLowCleveland, OH2026-10-16
Centerpoint Advisory Group
10,233$614.8K0.4%ETFLowOverland Park, KS2026-10-23
Advisory Solutions Group, LLC
10,131$608.7K0.1%ETFN/APlymouth, MN2026-10-14
Omni 360 Wealth, Inc.
9,906$595.2K0.3%ETFLowPlainsboro, NJ2026-10-13
Pinnacle Associates LTD
9,835$590.9K0.0%CoreLowNew York, NY2026-10-20
Creative Financial Designs Inc
9,700$582.8K0.0%ETFMediumKokomo, IN2026-11-04
Midwest Financial Group LLC
9,520$572.0K0.2%ETFLowOverland Park, KS2026-10-15
Tepp RIA, LLC
9,461$568.4K0.4%ETFMediumWestfield, NJ2026-10-14
Nations Financial Group Inc,
9,288$558.0K0.0%CoreLowCedar Rapids, IA2026-11-05
HB Wealth Management, LLC
9,231$554.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Investment Partners, Ltd.
9,190$552.1K0.1%ETFVery LowNew Philadelphia, OH2026-10-29
Walker Asset Management, LLC
8,998$540.6K0.3%CoreVery LowSpringfield, MO2026-10-13
Cassilly Financial Group LLC
8,822$530.0K0.4%ETFLowSeverna Park, MD2026-10-07
Prospera Financial Services Inc
8,805$561.6K0.0%CoreMediumDallas, TX2026-11-04
MKT Advisors LLC
8,803$521.1K0.2%ETFLowCarlsbad, CA2026-10-20
Integrated Wealth Management
8,800$528.7K0.5%ETFHighUniontown, OH2026-10-19
Lunt Capital Management, Inc.
8,646$519.5K0.2%ETFLowHolladay, UT2026-10-30
Archford Capital Strategies, LLC
8,574$515.1K0.1%GrowthMediumSwansea, IL2026-10-19
Sagespring Wealth Partners, LLC
8,350$501.7K0.0%ETFLowFranklin, TN2026-10-22
15 Wealth Advisors LLC
8,317$499.7K0.1%ETFN/AMundelein, IL2026-10-14
Castleview Partners, LLC
8,303$498.9K0.2%CoreMediumDallas, TX2026-10-09
Mirae Asset Global Investments Co., Ltd.
8,190$492.1K0.0%GrowthLowSeoul, Malaysia2026-11-03
Imc-Chicago, LLC
7,958$478.1K0.0%GARPVery HighChicago, IL2026-11-05
Nvwm, LLC
7,940$477.0K0.1%GrowthMediumYardley, PA2026-10-14
Asempa Wealth Advisors
7,759$466.6K0.4%ETFLowBaton Rouge, LA2026-10-07
Key Capital Management, Inc
7,658$460.1K0.2%ETFMediumHendersonville, Tn 37075, TN2026-11-03
HUB Investment Partners, LLC
7,375$443.1K0.0%GrowthLowAustin, TX2026-11-03
Lido Advisors, LLC
7,313$439.4K0.0%GrowthLowLos Angeles, CA2026-11-04
Joseph P. Lucia & Associates, LLC
7,217$433.6K0.1%ETFVery LowYorktown Heights, NY2026-10-30
Activest Wealth Management
7,112$427.3K0.1%ETFLowAventura, FL2026-10-15
MN Wealth Advisors, LLC
6,983$419.6K0.2%ETFMediumOverland Park, KS2026-10-23
MCF Advisors LLC
6,945$417.2K0.0%ETFLowLexington, KY2026-10-28
Vontobel Holding Ltd.
6,941$417.0K0.0%CoreMediumZurich, Switzerland2026-10-16
CGN Advisors LLC
6,916$415.5K0.0%ETFLowManhattan, KS2026-10-21
Riggs Asset Managment Co. Inc.
6,795$408.2K0.1%GrowthMediumDallas, PA2026-11-05
Caliber Wealth Management, LLC / KS
6,625$398.0K0.0%ETFLowOverland Park, KS2026-11-04
SeaCrest Wealth Management, LLC
6,503$390.7K0.0%GrowthLowPurchase, NY2026-10-21
StoneX Group Inc.
6,397$386.7K0.0%ETFMediumNew York, NY2026-11-03
Cardinal Point Capital Management ULC
6,393$384.1K0.0%ValueLowToronto, Australia2026-10-21
Integrity Alliance, Llc.
6,301$378.6K0.0%ETFMediumUrbandale, IA2026-10-29
NWF Advisory Services Inc.
6,175$371.0K0.0%GARPLowLos Angeles, CA2026-10-19
SAX Wealth Advisors, LLC
5,557$333.9K0.0%ETFVery LowParsippany, NJ2026-10-13
Latitude Advisors, LLC
5,518$331.5K0.1%ETFLowYorkville, IL2026-10-27
Stirlingshire Investments, Inc.
5,499$330.4K0.2%ETFMediumNew York, NY2026-11-05
Fulcrum Equity Management
5,496$330.2K0.3%GrowthHighPlano, TX2026-10-21
B. Riley Wealth Advisors, Inc.
5,461$328.1K0.0%GrowthLowMemphis, TN2026-10-13
Private Trust Co NA
5,419$325.6K0.0%CoreLowCleveland, OH2026-10-20
Silverlake Wealth Management LLC
5,391$323.9K0.1%ETFLowWilliston, VT2026-10-21
MSH Capital Advisors LLC
5,358$321.9K0.0%CoreLowScottsdale, AZ2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
5,120$307.6K0.0%GrowthLowRed Bank, NJ2026-10-23
Signal Advisors Wealth, LLC
5,107$306.8K0.0%ETFLowDetroit, MI2026-10-13
Sweeney & Michel, LLC
5,017$301.4K0.1%ETFVery LowChico, CA2026-10-16
Elevated Capital Advisors, LLC
4,994$300.1K0.1%ETFMediumSandy, UT2026-11-04
Wedbush Securities Inc
4,898$294.0K0.0%CoreLowPasadena, CA2026-10-22
US Bancorp \de\
4,878$293.1K0.0%IndexLowMinneapolis, MN2026-11-05
Simplicity Wealth,LLC
4,745$285.1K0.0%ETFLowSummit, NJ2026-10-23
Sound Income Strategies, LLC
4,635$274.3K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Kingswood Wealth Advisors, LLC
4,592$275.9K0.0%GrowthLowSan Diego, CA2026-10-23
Strategic Advisors LLC
4,561$274.0K0.1%GrowthLowNew York, NY2026-10-13
Midwest Financial Network, LLC
4,403$264.5K0.2%ETFHighTinley Park, IL2026-10-13
Cascade Investment Group, Inc.
4,366$262.3K0.1%CoreLowColorado Springs, CO2026-10-13
Capstone Capital Management Ltd
4,300$258.3K0.1%GrowthVery HighHong Kong, South Korea2026-10-21
APS Management Group, Inc.
4,224$253.8K0.2%ETFMediumTorrance, CA2026-10-14
Signature Estate & Investment Advisors LLC
4,182$251.3K0.0%ETFMediumLos Angeles, CA2026-10-13
Portside Wealth Group, LLC
4,171$250.6K0.0%CoreMediumProvo, UT2026-10-20
Fifth Third Bancorp
4,146$249.1K0.0%IndexVery LowCincinnati, OH2026-11-05
David J Yvars Group
4,067$244.3K0.1%GrowthLowUniversity Park, FL2026-10-09
Keystone Wealth Services, LLC
4,055$245.1K0.0%ETFHighPalm Desert, CA2026-11-03
Traphagen Investment Advisors LLC
4,003$240.5K0.0%ETFLowOradell, NJ2026-10-14
Flagship Harbor Advisors, LLC
3,996$240.1K0.0%ETFMediumBoston, MA2026-10-26
Tcfg Investment Advisors, LLC
3,973$238.7K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
E&G Advisors, LLC
3,960$237.9K0.0%ETFVery LowHouston, TX2026-10-13
Oregon Pacific Wealth Management, LLC
3,870$232.5K0.2%ETFMediumMedford, OR2026-10-20
International Assets Investment Management, LLC
3,819$229.7K0.0%CoreVery HighOrlando, FL2026-11-02
Private Client Services, LLC
3,804$228.6K0.1%ETFMediumLouisville, KY2026-10-02
Forthright Family Wealth Advisory LLC
3,782$227.2K0.1%ETFHighHouston, TX2026-11-03
Davenport & Co LLC
3,708$222.8K0.0%CoreMediumRichmond, VA2026-10-14
Winthrop Advisory Group LLC
3,707$222.7K0.0%ETFVery LowBoston, MA2026-10-22
Partners Wealth Management, LLC
3,643$218.9K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Forvis Mazars Wealth Advisors, LLC
3,624$217.7K0.0%ETFVery LowSpringfield, MO2026-10-13
Family Office Research LLC
3,578$215.0K0.1%ETFLowBethesda, MD2026-10-14
Advisor OS, LLC
3,513$211.1K0.0%ETFMediumChicago, IL2026-11-03
Lanark Financial, Inc.
3,018$181.3K0.0%CoreMediumBirmingham, AL2026-10-26
Simplex Trading, LLC
2,591$155.7K0.0%CoreVery HighChicago, IL2026-11-04
Advocate Investing Services LLC
2,500$150.2K0.1%ETFLowWoodbine, MD2026-10-26
Larson Financial Group LLC
2,263$136.0K0.0%GrowthLowSt Louis, MO2026-11-05
Blue Trust, Inc.
2,152$129.3K0.0%ETFLowBrentwood, TN2026-10-15
Spire Wealth Management
1,959$117.7K0.0%GrowthMediumMclean, VA2026-10-30
Elevation Wealth Partners, LLC
1,904$114.4K0.0%ETFLowWalnut Creek, CA2026-10-07
Retirement Wealth Solutions LLC
1,903$114.3K0.1%ETFLowMarshfield, WI2026-10-07
Assetmark, Inc
1,727$103.8K0.0%ETFLowConcord, CA2026-10-21
Main Street Group, LTD
1,542$92.6K0.0%ETFMediumGlen Allen, VA2026-10-28
Kingdom Financial Group Llc.
1,384$83.2K0.0%ETFMediumPeoria, AZ2026-11-04
Markowski Investments
1,230$73.9K0.0%ETFN/ATampa, FL2026-10-30
Rossby Financial, LCC
1,209$72.7K0.0%ETFMediumMelbourne, FL2026-11-05
Wilmington Savings Fund Society, FSB
1,200$72.1K0.0%CoreLowWilmington, DE2026-10-23
Foresight Capital Management Advisors, Inc.
1,187$71.3K0.0%CoreMediumSaline, MI2026-10-27
Marshall & Sterling Wealth Advisors Inc.
1,161$69.8K0.0%ETFMediumPoughkeepsie, NY2026-10-28
Ascentis Independent Advisors
1,059$63.6K0.0%ETFLowDallas, TX2026-11-03
Heritage Family Offices, LLP
1,023$61.5K0.0%GrowthHighScottsdale, AZ2026-11-02
POM Investment Strategies, LLC
933$56.1K0.0%ETFVery HighRaleigh, NC2026-10-20
EverSource Wealth Advisors, LLC
907$54.5K0.0%CoreMediumBirmingham, AL2026-11-04
Investors Research Corp
837$50.3K0.0%ETFLowAtlanta, GA2026-10-07
North Star Investment Management Corp.
800$48.1K0.0%CoreLowChicago, IL2026-10-27
Concord Wealth Partners
748$45.0K0.0%GrowthLowAbingdon, VA2026-11-02
Montgomery Financial Services LLC
743$44.6K0.0%ETFN/AOcean City, MD2026-11-03
Evolution Wealth Management Inc.
691$41.5K0.0%ETFMediumFort Myers, FL2026-10-28
First Premier Bank
650$39.0K0.0%CoreVery LowSioux Falls, SD2026-10-13
UMB Private Wealth Management, LLC
645$38.8K0.0%GrowthN/AKansas City, MO2026-10-19
Blue Bell Private Wealth Management, LLC
641$38.5K0.0%YieldVery LowBlue Bell, PA2026-10-29
Adirondack Trust Co
634$38.1K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Triumph Capital Management
552$33.1K0.0%ETFMediumDenver, CO2026-10-14
Manchester Capital Management LLC
531$32.3K0.0%CoreLowManchester, VT2026-10-22
GK Wealth Management LLC
525$31.5K0.0%GARPVery HighReno, NV2026-10-09
Quest 10 Wealth Builders, Inc.
521$31.3K0.0%ETFLowFuquay-Varina, VA2026-11-02
Raleigh Capital Management Inc.
489$29.4K0.0%CoreMediumCary, NC2026-10-28
Capital Advisors, Ltd. LLC
436$26.0K0.0%ETFLowShaker Heights, OH2026-10-27
Pacifica Partners Inc.
360$21.6K0.0%CoreLowSurrey, South Africa2026-10-09
Hilton Head Capital Partners, LLC
272$16.3K0.0%CoreMediumHilton Head Island, SC2026-10-23
Glass Jacobson Investment Advisors llc
264$15.9K0.0%ETFLowOwings Mills, MD2026-10-26
Allspring Global Investments Holdings, LLC
245$14.8K0.0%CoreMediumCharlotte, NC2026-11-04
Team Financial Group, LLC
229$13.8K0.0%ETFLowTemecula, CA2026-10-30
Financial Network Wealth Advisors LLC
223$13.4K0.0%ETFLowMurray, UT2026-10-28
Torren Management, LLC
175$10.5K0.0%ETFMediumSan Diego, CA2026-10-29
Nemes Rush Group LLC
163$9.8K0.0%CoreVery LowNovi, MI2026-11-04
Rakuten Securities, Inc.
156$9.4K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
NBH Bank
116$7.0K0.0%CoreN/AGreenwood Village, CO2026-11-05
Financially Speaking Inc
112$6.7K0.0%ETFHighGreenwood Village, CO2026-11-05
Financial Consulate, Inc
100$6.0K0.0%ETFLowHunt Valley, MD2026-10-23
Root Financial Partners, LLC
100$6.0K0.0%ETFMediumEncinitas, CA2026-10-21
Evermay Wealth Management LLC
100$6.0K0.0%ETFLowArlington, VA2026-11-05
American Capital Advisory, LLC
100$6.0K0.0%ETFLowKetchum, ID2026-10-28
Abound Wealth Management
90$5.4K0.0%ETFVery LowFranklin, TN2026-10-26
Networth Advisors, LLC
82$5.0K0.0%ETFMediumCanonsburg, PA2026-11-03
SJS Investment Consulting Inc.
76$4.6K0.0%ETFVery LowSylvania, OH2026-10-26
Central Trust Co
65$3.9K0.0%CoreLowJefferson City, MO2026-11-05
Buck Wealth Strategies, LLC
62$3.7K0.0%ValueMediumDenver, CO2026-10-28
Oakworth Capital, Inc.
52$3.1K0.0%ETFLowBirmingham, AL2026-10-26
Mosley Wealth Management
50$3.0K0.0%ETFHighAnaheim, CA2026-10-16
Silver Grove Financial Group, Inc.
36$2.2K0.0%CoreMediumOrchard Park, NY2026-11-05
Hughes Financial Services, LLC
35$2.3K0.0%ETFLowHerndon, VA2026-10-30
Next Level Wealth Planning, LLC
34$2.0K0.0%ETFVery LowMeridian, ID2026-10-29
Capital Investment Advisory Services, LLC
33$2.0K0.0%CoreMediumRaleigh, NC2026-10-30
First Community Trust NA
29$1.7K0.0%GrowthLowDubuque, IA2026-10-07
Pinnacle Bancorp, Inc.
29$1.7K0.0%CoreVery LowBeatrice, NE2026-10-21
Trust Co of Vermont
28$1.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Archer Investment Corp
24$1.4K0.0%CoreMediumCarmel, IN2026-11-05
Guardian Partners Inc.
23$1.4K0.0%ValueMediumToronto, South Africa2026-10-21
Creative Capital Management Investments LLC
21$1.3K0.0%ETFLowSan Diego, CA2026-10-28
Parkside Financial Bank & Trust
20$1.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
IFS Advisors, LLC
15$9010.0%ETFLowOverland Park, KS2026-10-14
Jacobi Capital Management LLC
15$9010.0%CoreLowPittston, PA2026-11-05
NBT Bank, N.A.
15$9010.0%CoreLowNorwich, NY2026-10-21
Clayton Financial Group LLC
10$6010.0%ETFLowSt. Louis, MO2026-10-13
CX Institutional
10$10.0%CoreMediumAuburn, IN2026-10-02
Pinnacle Wealth Planning Services, Inc.
10$6010.0%GARPLowMansfield, OH2026-10-27
Gilpin Wealth Management, LLC
5$3010.0%GrowthLowDenver, CO2026-10-09
Gold Investment Management Ltd.
4$2400.0%GARPVery LowEdmonton, Abu Dhabi2026-10-19
Salomon & Ludwin, LLC
4$2400.0%ETFVery LowRichmond, VA2026-10-29
Citigroup Inc
3$1800.0%CoreMediumNew York, NY2026-11-04