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CUSIP: 389637109 | NYSE | 1298 institutional holders

Quarters

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

MAD River Investors355,444
9.3% of portfolio›$23.0M
Kingswood Wealth Advisors, LLC275,448
0.7% of portfolio›$17.8M
Beaumont Financial Advisors, LLC242,947
1.0% of portfolio›$15.7M
Lido Advisors, LLC162,423
0.0% of portfolio›$10.5M
Atlas Wealth Partners, LLC139,312
9.3% of portfolio›$9.0M
Cambridge Investment Research Advisors, Inc.127,796
0.0% of portfolio›$8.3M
Sloy Dahl & Holst, LLC127,073
1.2% of portfolio›$8.2M
Commonwealth Equity Services, LLC117,017
0.0% of portfolio›$7.6M
SLT Holdings LLC116,930
4.4% of portfolio›$7.6M
Creative Planning110,574
0.0% of portfolio›$7.1M
Once Capital Management, LLC107,700
0.9% of portfolio›$7.0M
Larson Financial Group LLC106,448
0.2% of portfolio›$6.9M
Wealth Enhancement Advisory Services, LLC101,177
0.0% of portfolio›$6.4M
Kestra Advisory Services, LLC97,781
0.0% of portfolio›$6.3M
Birch Hill Investment Advisors LLC96,150
0.3% of portfolio›$6.2M
Traphagen Investment Advisors LLC82,915
0.4% of portfolio›$5.4M
Claro Advisors Inc.82,246
0.5% of portfolio›$5.3M
Citrine Capital LLC75,952
1.7% of portfolio›$4.9M
Farther Finance Advisors, LLC75,047
0.0% of portfolio›$4.8M
Haven Private, LLC71,936
1.8% of portfolio›$4.6M
Variant Private Wealth, LLC71,518
4.1% of portfolio›$4.6M
Guild Investment Management, Inc.68,173
2.8% of portfolio›$4.4M
WealthCare Asset Management, LLC67,296
3.7% of portfolio›$4.3M
Pekin Hardy Strauss, Inc.56,774
0.3% of portfolio›$3.7M
Legacy Wealth Asset Management, LLC54,395
0.8% of portfolio›$3.5M
Convergence Financial, LLC51,267
0.5% of portfolio›$3.3M
Kestra Private Wealth Services, LLC49,747
0.0% of portfolio›$3.2M
NTV Asset Management LLC47,246
0.3% of portfolio›$3.1M
Verde Capital Management43,987
0.5% of portfolio›$2.8M
Independent Financial Group, LLC43,774
0.1% of portfolio›$2.8M
Innovative Advisory Group, LLC41,720
2.0% of portfolio›$2.7M
Fagan Associates, Inc.40,806
0.3% of portfolio›$2.6M
Brookstone Capital Management40,611
0.0% of portfolio›$2.6M
Prosperity Financial Group, Inc.38,400
0.7% of portfolio›$2.5M
State of Michigan Retirement System37,418
0.0% of portfolio›$2.4M
TigerOak Management, L.L.C.36,000
0.6% of portfolio›$2.3M
Sowell Financial Services LLC35,613
0.1% of portfolio›$2.3M
WealthPlan Investment Management, LLC33,990
0.1% of portfolio›$2.2M
MGO One Seven LLC33,533
0.0% of portfolio›$2.2M
Compass Ion Advisors, LLC33,188
0.2% of portfolio›$2.1M
Cyndeo Wealth Partners, LLC32,621
0.1% of portfolio›$2.1M
McKinley Carter Wealth Services, Inc.31,864
0.1% of portfolio›$2.1M
Visionary Wealth Advisors31,694
0.1% of portfolio›$2.0M
Truist Financial Corp31,578
0.0% of portfolio›$2.0M
US Bancorp \de\31,147
0.0% of portfolio›$2.0M
Mcrae Capital Management Inc30,940
0.4% of portfolio›$2.0M
Interchange Capital Partners, LLC30,055
0.3% of portfolio›$1.9M
Lanark Financial, Inc.29,270
0.1% of portfolio›$1.9M
Professional Financial Advisors, LLC27,319
0.3% of portfolio›$1.8M
Diligent Investors, LLC27,246
0.4% of portfolio›$1.8M
Canton Hathaway, LLC27,200
0.3% of portfolio›$1.8M
Concurrent Investment Advisors, LLC27,044
0.0% of portfolio›$1.7M
Moneco Advisors, LLC25,839
0.1% of portfolio›$1.7M
Integras Partners LLC25,064
0.9% of portfolio›$1.6M
Fortem Financial Group, LLC24,657
0.3% of portfolio›$1.6M
Wedbush Securities Inc24,594
0.1% of portfolio›$1.6M
Abacus Planning Group, Inc.23,738
0.2% of portfolio›$1.5M
SteelPeak Wealth, LLC23,071
0.0% of portfolio›$1.5M
Pilgrim Partners Asia Pte Ltd22,700
0.3% of portfolio›$1.5M
15 Wealth Advisors LLC22,458
0.4% of portfolio›$1.5M
Choreo, LLC22,333
0.0% of portfolio›$1.4M
Certior Financial Group, LLC22,037
0.8% of portfolio›$1.4M
Aurora Private Wealth, Inc.22,005
1.8% of portfolio›$1.4M
Meridian Wealth Management, LLC21,877
0.0% of portfolio›$1.4M
Quadcap Wealth Management, LLC21,653
0.1% of portfolio›$1.4M
CRA Financial Services, LLC21,445
0.2% of portfolio›$1.4M
True Private Wealth Advisors21,442
0.1% of portfolio›$1.4M
Finer Wealth Management, Inc.21,077
0.5% of portfolio›$1.4M
Financial Management Professionals, Inc.20,562
0.1% of portfolio›$1.3M
Grimes & Co Wealth Management, LLC20,470
0.0% of portfolio›$1.3M
HUB Investment Partners, LLC19,876
0.0% of portfolio›$1.3M
B. Riley Wealth Advisors, Inc.19,341
0.0% of portfolio›$1.2M
Spire Wealth Management19,243
0.0% of portfolio›$1.2M
Almanack Investment Partners, Llc.19,086
0.1% of portfolio›$1.2M
Ascentis Independent Advisors18,940
0.1% of portfolio›$1.2M
Upper Left Wealth Management, LLC18,937
0.6% of portfolio›$1.2M
Soltis Investment Advisors LLC18,235
0.1% of portfolio›$1.2M
HCR Wealth Advisors17,929
0.1% of portfolio›$1.2M
Joseph P. Lucia & Associates, LLC17,735
0.3% of portfolio›$1.1M
Milestone Asset Management Group, LLC16,894
0.5% of portfolio›$1.1M
Prospera Financial Services Inc16,833
0.0% of portfolio›$995.2K
Childress Capital Advisors, LLC15,614
0.2% of portfolio›$1.0M
Quadrant Private Wealth Management, LLC15,597
0.1% of portfolio›$1.0M
Schneider Downs Wealth Management Advisors, LP15,429
0.1% of portfolio›$996.6K
Perigon Wealth Management, LLC15,262
0.0% of portfolio›$985.8K
VestGen Advisors, LLC14,569
0.0% of portfolio›$941.0K
Integrated Advisors Network LLC14,214
0.0% of portfolio›$918.1K
Regions Financial Corp14,052
0.0% of portfolio›$907.6K
Mills Wealth Advisors LLC14,018
0.3% of portfolio›$905.4K
SeaCrest Wealth Management, LLC13,920
0.1% of portfolio›$899.1K
SevenBridge Financial Group, LLC13,826
0.1% of portfolio›$880.7K
Aries Wealth Management13,720
0.2% of portfolio›$886.2K
Midwest Trust Co13,554
0.0% of portfolio›$875.5K
Cherrydale Wealth Management, LLC13,531
0.2% of portfolio›$874.0K
Wealthcare Advisory Partners LLC13,349
0.0% of portfolio›$862.2K
Malaga Cove Capital, LLC13,255
0.3% of portfolio›$856.1K
Todd Wealth Management, LLC13,217
0.7% of portfolio›$853.7K
NavPoint Financial, Inc.13,200
0.3% of portfolio›$852.6K
Ballast Financial Advisors LLC13,176
0.8% of portfolio›$851.0K
Curran Financial Partners, LLC13,053
0.1% of portfolio›$843.1K
Embree Financial Group12,922
0.1% of portfolio›$834.6K
Chicago Partners Investment Group LLC12,867
0.0% of portfolio›$806.2K
Wealth Alliance Advisory Group, LLC12,744
0.1% of portfolio›$823.1K
Epiq Partners, LLC12,723
0.4% of portfolio›$821.8K
Integrity Alliance, Llc.12,692
0.0% of portfolio›$819.8K
Capstone Capital Management Ltd11,858
0.3% of portfolio›$765.9K
Plancorp, LLC11,844
0.0% of portfolio›$700.2K
Deltec Asset Management LLC11,750
0.1% of portfolio›$758.9K
Philadelphia Trust Co11,620
0.1% of portfolio›$751.0K
Howland Capital Management LLC11,600
0.0% of portfolio›$749.2K
PKS Advisory Services, LLC11,488
0.1% of portfolio›$522.9K
National Wealth Management Group, LLC11,426
0.2% of portfolio›$738.0K
HFG Wealth Management, LLC11,320
0.5% of portfolio›$515.3K
Rossby Financial, LCC10,978
0.1% of portfolio›$709.1K
Pinnacle Associates LTD10,926
0.0% of portfolio›$705.7K
EverSource Wealth Advisors, LLC10,922
0.0% of portfolio›$705.5K
Mesirow Financial Investment Management, Inc.10,878
0.0% of portfolio›$702.6K
Private Capital Advisors, Inc.10,798
0.1% of portfolio›$697.4K
Vista Finance, LLC10,572
0.4% of portfolio›$682.9K
Formidable Asset Management, LLC10,500
0.1% of portfolio›$478.0K
Prime Capital Investment Advisors, LLC10,479
0.0% of portfolio›$676.8K
Axxcess Wealth Management, LLC10,465
0.0% of portfolio›$675.9K
Spectrum Planning & Advisory Services Inc.10,249
0.3% of portfolio›$662.0K
Keystone Global Partners, LLC10,147
0.2% of portfolio›$655.4K
Vise Technologies, Inc.10,022
0.0% of portfolio›$647.3K
SJS Investment Consulting Inc.9,946
0.1% of portfolio›$642.4K
Roman Butler Fullerton & Co9,928
0.1% of portfolio›$626.9K
Signaturefd, LLC9,922
0.0% of portfolio›$640.9K
Sage Investment Advisers LLC9,900
0.4% of portfolio›$639.4K
Transce3nd, LLC9,808
0.6% of portfolio›$639.7K
Wilmington Savings Fund Society, FSB9,750
0.0% of portfolio›$629.8K
Montz Harcus Wealth Management LLC9,741
0.2% of portfolio›$629.2K
Stephen J. Garry & Associates, LLC9,615
0.5% of portfolio›$621.0K
United Advisor Group, LLC9,505
0.1% of portfolio›$613.9K
Fiduciary Financial Group, LLC9,421
0.1% of portfolio›$608.5K
Insight Advisors, LLC/ PA9,397
0.1% of portfolio›$607.0K
Garde Capital, Inc.9,112
0.0% of portfolio›$588.5K
J.W. Cole Advisors, Inc.8,952
0.0% of portfolio›$578.2K
StoneX Group Inc.8,893
0.0% of portfolio›$527.6K
Horrell Capital Management, Inc.8,867
0.3% of portfolio›$572.7K
Apella Capital, LLC8,756
0.0% of portfolio›$563.8K
Benchmark Financial Wealth Advisors, LLC8,749
0.1% of portfolio›$565.1K
Kathmere Capital Management, LLC8,539
0.0% of portfolio›$551.5K
AlphaCore Capital LLC8,456
0.0% of portfolio›$546.2K
Mission Wealth Management, LP8,293
0.0% of portfolio›$535.6K
Taylor & Morgan Wealth Management, LLC8,274
0.3% of portfolio›$534.4K
Madden Securities Corp8,225
0.1% of portfolio›$531.3K
Evergreen Capital Management LLC8,225
0.0% of portfolio›$531.3K
Global Assets Advisory, LLC8,053
0.1% of portfolio›$531.1K
Revolve Wealth Partners, LLC7,993
0.1% of portfolio›$516.3K
Ritholtz Wealth Management7,984
0.0% of portfolio›$515.7K
Cypress Wealth Services, LLC7,762
0.1% of portfolio›$513.4K
Bison Wealth, LLC7,740
0.0% of portfolio›$494.7K
Williams Jones Wealth Management, Llc.7,705
0.0% of portfolio›$497.7K
IFP Advisors, Inc7,581
0.0% of portfolio›$489.7K
Partners Wealth Management, LLC7,500
0.1% of portfolio›$484.4K
Pettinga Financial Advisors LLC7,399
0.1% of portfolio›$477.9K
Avior Wealth Management, LLC7,354
0.0% of portfolio›$475.0K
Verity Asset Management, Inc.7,266
0.2% of portfolio›$469.3K
Doliver Advisors, LP7,139
0.1% of portfolio›$461.1K
Brighton Jones LLC6,981
0.0% of portfolio›$450.9K
International Private Wealth Advisors LLC6,950
0.2% of portfolio›$448.9K
RVW Wealth, LLC6,872
0.0% of portfolio›$443.9K
Dynamic Advisor Solutions LLC6,771
0.0% of portfolio›$437.3K
PUREfi Wealth, LLC6,677
0.2% of portfolio›$431.3K
Valeo Financial Advisors, LLC6,673
0.0% of portfolio›$431.0K
Foundation Wealth Management, LLC6,647
0.2% of portfolio›$429.3K
M Holdings Securities, Inc.6,523
0.0% of portfolio›$401
Sage Financial Group Inc6,439
0.0% of portfolio›$415.9K
Stephenson & Company, Inc.6,400
0.2% of portfolio›$413.4K
Evolution Wealth Advisors, LLC6,391
0.0% of portfolio›$412.8K
Sharper & Granite LLC6,330
0.1% of portfolio›$334.0K
Heritage Family Offices, LLP6,325
0.1% of portfolio›$408.5K
Northern Lights Advisors, Inc.6,240
0.2% of portfolio›$403.0K
American Capital Advisory, LLC6,180
0.1% of portfolio›$399.2K
Equita Financial Network, Inc.6,157
0.1% of portfolio›$397.7K
Sapient Capital LLC6,143
0.0% of portfolio›$396.8K
Americana Partners, LLC6,110
0.0% of portfolio›$394.6K
Parallel Advisors, LLC6,047
0.0% of portfolio›$390.6K
Joel Isaacson & Co., LLC6,015
0.0% of portfolio›$388.5K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors6,006
0.0% of portfolio›$387.9K
Trust Co of Vermont5,985
0.0% of portfolio›$386.6K
Richards, Merrill & Peterson, Inc.5,920
0.1% of portfolio›$382.4K
Csenge Advisory Group5,860
0.0% of portfolio›$378.5K
Atria Investments, Inc5,845
0.0% of portfolio›$377.5K
Compagnie Lombard Odier SCmA5,800
0.0% of portfolio›$374.6K
IPG Investment Advisors LLC5,720
0.1% of portfolio›$369.5K
Hartmann Taylor Wealth Management, LLC5,655
0.2% of portfolio›$365.3K
Magnus Financial Group LLC5,638
0.0% of portfolio›$364.2K
Granville Capital, Inc.5,612
0.1% of portfolio›$362.5K
International Assets Investment Management, LLC5,560
0.0% of portfolio›$363.8K
Financial Insights, Inc.5,432
0.1% of portfolio›$350.9K
Koshinski Asset Management, Inc.5,405
0.0% of portfolio›$349.1K
Destiny Wealth Partners, LLC5,356
0.0% of portfolio›$316.5K
HRC Wealth Management, LLC5,293
0.1% of portfolio›$341.9K
Traynor Capital Management, Inc.5,289
0.0% of portfolio›$341.6K
Clear Creek Financial Management, LLC5,280
0.0% of portfolio›$341.0K
Capital Investment Advisory Services, LLC5,173
0.0% of portfolio›$334.1K
RMR Wealth Builders5,159
0.0% of portfolio›$333.2K
Northbridge Financial Group, LLC5,034
0.1% of portfolio›$332.9K
Ridgepath Capital Management LLC5,024
0.2% of portfolio›$324.5K
Blue Trust, Inc.5,003
0.0% of portfolio›$323.1K
CMG Global Holdings, LLC4,950
0.1% of portfolio›$319.7K
TD Waterhouse Canada Inc.4,912
0.0% of portfolio›$321.5K
Equitable Trust Co4,809
0.0% of portfolio›$310.6K
Wealth Analytics Partners, LLC4,710
0.1% of portfolio›$304.2K
Sterling Investment Counsel, LLC4,665
0.1% of portfolio›$301.3K
Narus Financial Partners, LLC4,658
0.1% of portfolio›$300.9K
Arlington Capital Management Inc4,635
0.2% of portfolio›$299.4K
Carret Asset Management, LLC4,606
0.0% of portfolio›$297.5K
Edge Wealth Management LLC4,538
0.0% of portfolio›$293.9K
Vima LLC4,477
0.3% of portfolio›$289.2K
Tucker Asset Management LLC4,447
0.1% of portfolio›$287.3K
LMG Wealth Partners, LLC4,436
0.0% of portfolio›$286.5K
Retirement Planning Co of New England, Inc.4,302
0.1% of portfolio›$264.7K
Certuity, LLC4,235
0.0% of portfolio›$273.5K
Thrivent Financial for Lutherans4,216
0.0% of portfolio›$272.0K
Lighthouse Wealth Management Inc.4,192
0.2% of portfolio›$270.8K
Jeppson Wealth Management, LLC4,048
0.1% of portfolio›$261.5K
DeDora Capital, Inc.4,047
0.1% of portfolio›$261.4K
Level Financial Advisors4,041
0.1% of portfolio›$261.0K
Investmark Advisory Group LLC4,000
0.1% of portfolio›$258.4K
Cornerstone Wealth Group, LLC3,988
0.0% of portfolio›$257.6K
Triton Wealth Management, Pllc3,955
0.1% of portfolio›$236.0K
Old Mission Investment Co LLC3,817
0.1% of portfolio›$246.6K
E&G Advisors, LLC3,817
0.0% of portfolio›$246.5K
BCS Wealth Management3,757
0.0% of portfolio›$242.7K
Trilogy Capital Inc.3,750
0.0% of portfolio›$242.2K
Carrera Capital Advisors3,735
0.0% of portfolio›$241.2K
Onyx Bridge Wealth Group LLC3,729
0.0% of portfolio›$240.9K
Correct Capital Wealth Management3,721
0.0% of portfolio›$240.3K
Three Magnolias Financial Advisors, LLC3,719
0.1% of portfolio›$240.2K
Rockland Trust Co3,700
0.0% of portfolio›$239.0K
Cornerstone Wealth Management, LLC3,675
0.0% of portfolio›$237.4K
Sentry LLC3,657
0.1% of portfolio›$236.2K
Meixler Investment Management, Ltd.3,649
0.1% of portfolio›$235.7K
Dudley Capital Management, LLC3,647
0.1% of portfolio›$235.6K
Thrive Wealth Management, LLC3,645
0.0% of portfolio›$235.4K
SP Asset Management LLC3,640
0.0% of portfolio›$235.1K
Matauro, LLC3,635
0.0% of portfolio›$234.8K
Able Wealth Management LLC3,539
0.1% of portfolio›$234.4K
Mainstream Capital Management LLC3,518
0.1% of portfolio›$227.2K
Modera Wealth Management, LLC3,512
0.0% of portfolio›$226.8K
Oarsman Capital, Inc.3,503
0.0% of portfolio›$226.3K
Verdence Capital Advisors LLC3,464
0.0% of portfolio›$223.7K
Fell Capital Management3,390
0.2% of portfolio›$219.0K
Trek Financial, LLC3,388
0.0% of portfolio›$218.8K
Nfsg Corp3,382
0.0% of portfolio›$218.4K
Advisor OS, LLC3,326
0.0% of portfolio›$214.8K
Opal Wealth Advisors, LLC3,285
0.0% of portfolio›$212.2K
Sanders Morris Harris LLC3,285
0.0% of portfolio›$213.2K
HBW Advisory Services LLC3,285
0.0% of portfolio›$212.2K
Parkside Financial Bank & Trust3,284
0.0% of portfolio›$212.1K
apricus wealth, LLC3,268
0.1% of portfolio›$211.1K
Acorn Financial Advisory Services Inc3,264
0.0% of portfolio›$210.8K
Avantax Planning Partners, Inc.3,223
0.0% of portfolio›$208.2K
Artesa Financial Group, LLC3,200
0.2% of portfolio›$206.7K
Mindset Wealth Management, LLC3,200
0.0% of portfolio›$206.7K
TrueWealth Advisors, LLC3,185
0.0% of portfolio›$205.7K
Flynn Zito Capital Management, LLC3,182
0.1% of portfolio›$205.5K
Central Trust Co3,159
0.0% of portfolio›$204.0K
Smallwood Wealth Investment Management, LLC3,154
0.1% of portfolio›$203.7K
New Wave Wealth Advisors LLC3,139
0.1% of portfolio›$201.7K
Crestwood Advisors Group, LLC3,134
0.0% of portfolio›$202.4K
Secure Asset Management, LLC3,130
0.0% of portfolio›$202.2K
Ashton Thomas Private Wealth, LLC3,112
0.0% of portfolio›$201.0K
Blue Fin Capital, Inc.3,107
0.0% of portfolio›$200.7K
Fifth Third Bancorp3,072
0.0% of portfolio›$198.4K
North Star Investment Management Corp.2,839
0.0% of portfolio›$183.4K
Mcdonald Partners LLC2,707
0.0% of portfolio›$174.8K
Kelleher Financial Advisors2,324
0.0% of portfolio›$150.1K
Compass Financial Management LLC2,290
0.0% of portfolio›$147.9K
Brown, Lisle Ings, Inc.2,195
0.0% of portfolio›$141.8K
Highline Wealth Partners LLC2,168
0.0% of portfolio›$140.0K
Glass Jacobson Investment Advisors llc2,097
0.0% of portfolio›$135.4K
Fairscale Capital, LLC2,003
0.1% of portfolio›$118.4K
Montag A & Associates Inc1,949
0.0% of portfolio›$125.9K
Tsfg, LLC1,884
0.1% of portfolio›$122.0K
Belvedere Trading LLC1,870
0.0% of portfolio›$120.8K
LFA - Lugano Financial Advisors SA1,835
0.1% of portfolio›$118.5K
Bullock Wealth Management Group1,659
0.0% of portfolio›$108.6K
CX Institutional1,625
0.0% of portfolio›$105
Pathway Financial Advisers, LLC1,597
0.0% of portfolio›$103.2K
Pinnacle Wealth Planning Services, Inc.1,512
0.0% of portfolio›$97.7K
Yankcom Partnership1,400
0.0% of portfolio›$90.4K
POM Investment Strategies, LLC1,225
0.1% of portfolio›$79.1K
Investment Research & Advisory Group, Inc.1,190
0.0% of portfolio›$71.0K
Tompkins Financial Corp1,141
0.0% of portfolio›$73.7K
Planning Strategies Inc.1,125
0.0% of portfolio›$72.7K
Plante Moran Financial Advisors, LLC1,070
0.0% of portfolio›$69.1K
MTM Investment Management, LLC1,049
0.0% of portfolio›$67.8K
CoreCap Advisors, LLC1,031
0.0% of portfolio›$66.6K
Atwood & Palmer Inc986
0.0% of portfolio›$63.7K
Arlington Trust Co LLC904
0.0% of portfolio›$58.4K
Wilkerson Advisory Group LLC865
0.0% of portfolio›$55.9K
Trust Co776
0.0% of portfolio›$50.1K
Essential Partners LLC750
0.0% of portfolio›$48.4K
Golden State Wealth Management, LLC746
0.0% of portfolio›$48.2K
Triumph Capital Management737
0.0% of portfolio›$47.6K
Wolff Wiese Magana LLC723
0.0% of portfolio›$46.7K
Redwood Park Advisors LLC710
0.0% of portfolio›$45.9K
Jacobi Capital Management LLC705
0.0% of portfolio›$45.5K
Ascentis Wealth Management, LLC678
0.0% of portfolio›$43.8K
Avion Wealth676
0.0% of portfolio›$43
Bokf, NA675
0.0% of portfolio›$43.6K
Creative Financial Designs Inc657
0.0% of portfolio›$42.4K
Bear Mountain Capital, Inc.648
0.0% of portfolio›$40.8K
Hurley Capital, LLC517
0.0% of portfolio›$33.4K
Noble Wealth Management PBC503
0.0% of portfolio›$32.5K
Dhjj Financial Advisors, Ltd.502
0.0% of portfolio›$32.4K
Pension & Wealth Management Advisors, Inc.500
0.0% of portfolio›$32.3K
Jnba Financial Advisors500
0.0% of portfolio›$32.3K
Root Financial Partners, LLC477
0.0% of portfolio›$30.8K
RHL Group, LLC460
0.0% of portfolio›$29.7K
Toth Financial Advisory Corp453
0.0% of portfolio›$29.3K
Holos Integrated Wealth LLC400
0.0% of portfolio›$25.3K
Strengthening Families & Communities, LLC361
0.0% of portfolio›$23.3K
Birch Financial Group, LLC360
0.0% of portfolio›$23.3K
JFS Wealth Advisors, LLC359
0.0% of portfolio›$23.2K
Harbor Investment Advisory, LLC353
0.0% of portfolio›$22.8K
Financial Perspectives, Inc353
0.0% of portfolio›$22.8K
High Note Wealth, LLC327
0.0% of portfolio›$21.1K
Lodestone Wealth Management LLC308
0.0% of portfolio›$19.9K
Oakworth Capital, Inc.300
0.0% of portfolio›$19.4K
PFS Partners, LLC292
0.0% of portfolio›$18.9K
Pacific Center for Financial Services280
0.0% of portfolio›$18.1K
Financially Speaking Inc275
0.0% of portfolio›$17.8K
Activest Wealth Management270
0.0% of portfolio›$17.4K
Tradewinds Capital Management, LLC269
0.0% of portfolio›$17.4K
Latitude Advisors, LLC250
0.0% of portfolio›$16.1K
Barrett & Company, Inc.243
0.0% of portfolio›$15.7K
Signature Resources Capital Management, LLC236
0.0% of portfolio›$15.2K
Carolina Wealth Advisors, LLC235
0.0% of portfolio›$15.2K
Nvwm, LLC228
0.0% of portfolio›$14.7K
MassMutual Private Wealth & Trust, FSB227
0.0% of portfolio›$14.7K
Quest 10 Wealth Builders, Inc.225
0.0% of portfolio›$14.5K
Key Capital Management, Inc212
0.0% of portfolio›$13.7K
GHP Investment Advisors, Inc.210
0.0% of portfolio›$13.6K
Westside Investment Management, Inc.205
0.0% of portfolio›$13.2K
Cape Investment Advisory, Inc.192
0.0% of portfolio›$12.4K
Kozak & Associates, Inc.182
0.0% of portfolio›$11.5K
IFS Advisors, LLC163
0.0% of portfolio›$10.5K
Atlantic Edge Private Wealth Management, LLC160
0.0% of portfolio›$10.3K
Versant Capital Management, Inc151
0.0% of portfolio›$9.8K
William Mack & Associates, Inc.150
0.0% of portfolio›$9.7K
Quaker Wealth Management, LLC149
0.0% of portfolio›$9.6K
Comprehensive Financial Planning, Inc.129
0.0% of portfolio›$8.3K
Abound Wealth Management122
0.0% of portfolio›$7.9K
Valley National Advisers Inc121
0.0% of portfolio›$7.8K
First Community Trust NA118
0.0% of portfolio›$7.6K
Cherry Tree Wealth Management, LLC115
0.0% of portfolio›$7.4K
City Holding Co100
0.0% of portfolio›$6.5K
Hoey Investments, Inc100
0.0% of portfolio›$6.5K
Armstrong Advisory Group, Inc100
0.0% of portfolio›$6.5K
American National Bank & Trust86
0.0% of portfolio›$5.6K
Clayton Financial Group LLC80
0.0% of portfolio›$5.2K
Rydar Equities, Inc.75
0.0% of portfolio›$4.8K
First United Bank & Trust70
0.0% of portfolio›$4.5K
Assetmark, Inc69
0.0% of portfolio›$4.5K
Pittenger & Anderson Inc65
0.0% of portfolio›$4.2K
Gen-Wealth Partners Inc60
0.0% of portfolio›$3.9K
Thompson Investment Management, Inc.60
0.0% of portfolio›$3.9K
Nemes Rush Group LLC52
0.0% of portfolio›$3.4K
DiNuzzo Private Wealth, Inc.50
0.0% of portfolio›$3.2K
Lynch Investment Planning, LLC50
0.0% of portfolio›$3.2K
Financial Consulate, Inc40
0.0% of portfolio›$2.6K
GK Wealth Management LLC37
0.0% of portfolio›$2.4K
Simplex Trading, LLC30
0.0% of portfolio›$1.9K
Hager Investment Management Services, LLC27
0.0% of portfolio›$1.7K
Balance Wealth Partners LLC27
0.0% of portfolio›$1.7K
Princeton Global Asset Management LLC25
0.0% of portfolio›$1.6K
Coastline Trust Co22
0.0% of portfolio›$1.4K
WPG Advisers, LLC17
0.0% of portfolio›$1.1K
Chilton Capital Management LLC11
0.0% of portfolio›$711
Albion Financial Group10
0.0% of portfolio›$646
Prairie Wealth Advisors, Inc.0
0.3% of portfolio›$1.3M
Illumine Investment Management, LLC0
1.2% of portfolio›$1.7M
StyleTurnoverLocationFiled
MAD River Investors
355,444$23.0M9.3%Agg GrowthVery LowBoston, MA2026-10-27
Kingswood Wealth Advisors, LLC
275,448$17.8M0.7%GrowthLowSan Diego, CA2026-10-23
Beaumont Financial Advisors, LLC
242,947$15.7M1.0%GrowthMediumNeedham, MA2026-10-22
Lido Advisors, LLC
162,423$10.5M0.0%GrowthLowLos Angeles, CA2026-11-04
Atlas Wealth Partners, LLC
139,312$9.0M9.3%Agg GrowthVery LowWyomissing, PA2026-11-03
Cambridge Investment Research Advisors, Inc.
127,796$8.3M0.0%ETFLowFairfield, IA2026-11-02
Sloy Dahl & Holst, LLC
127,073$8.2M1.2%Agg GrowthVery LowVancouver, WA2026-10-14
Commonwealth Equity Services, LLC
117,017$7.6M0.0%ETFLowWaltham, MA2026-11-02
SLT Holdings LLC
116,930$7.6M4.4%GrowthMediumScottsdale, AZ2026-10-15
Creative Planning
110,574$7.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Once Capital Management, LLC
107,700$7.0M0.9%Agg GrowthLowNew York, NY2026-11-02
Larson Financial Group LLC
106,448$6.9M0.2%GrowthLowSt Louis, MO2026-11-05
Wealth Enhancement Advisory Services, LLC
101,177$6.4M0.0%CoreLowPlymouth, MN2026-10-13
Kestra Advisory Services, LLC
97,781$6.3M0.0%CoreLowAustin, TX2026-11-02
Birch Hill Investment Advisors LLC
96,150$6.2M0.3%CoreVery LowBoston, MA2026-10-16
Traphagen Investment Advisors LLC
82,915$5.4M0.4%ETFLowOradell, NJ2026-10-14
Claro Advisors Inc.
82,246$5.3M0.5%CoreLowBoston, MA2026-11-02
Citrine Capital LLC
75,952$4.9M1.7%ETFVery LowSan Francisco, CA2026-10-14
Farther Finance Advisors, LLC
75,047$4.8M0.0%IndexLowSan Francisco, CA2026-10-08
Haven Private, LLC
71,936$4.6M1.8%ETFMediumOrlando, FL2026-10-27
Variant Private Wealth, LLC
71,518$4.6M4.1%GrowthLowTysons, VA2026-10-21
Guild Investment Management, Inc.
68,173$4.4M2.8%GARPMediumWestlake Village, CA2026-11-03
WealthCare Asset Management, LLC
67,296$4.3M3.7%CoreHighSpringfield, MO2026-10-26
Pekin Hardy Strauss, Inc.
56,774$3.7M0.3%ValueMediumChicago, IL2026-11-02
Legacy Wealth Asset Management, LLC
54,395$3.5M0.8%GARPMediumWoodbury, MN2026-10-09
Convergence Financial, LLC
51,267$3.3M0.5%ETFMediumColumbia, MO2026-10-27
Kestra Private Wealth Services, LLC
49,747$3.2M0.0%GrowthLowAustin, TX2026-10-30
NTV Asset Management LLC
47,246$3.1M0.3%GrowthLowCharleston, WV2026-10-23
Verde Capital Management
43,987$2.8M0.5%ETFLowClarkston, MI2026-10-28
Independent Financial Group, LLC
43,774$2.8M0.1%GrowthLowSan Diego, CA2026-10-13
Innovative Advisory Group, LLC
41,720$2.7M2.0%ETFHighLexington, MA2026-10-13
Fagan Associates, Inc.
40,806$2.6M0.3%GrowthLowTroy, NY2026-10-13
Brookstone Capital Management
40,611$2.6M0.0%ETFMediumWheaton, IL2026-10-22
Prosperity Financial Group, Inc.
38,400$2.5M0.7%GrowthMediumSan Ramon, CA2026-10-29
State of Michigan Retirement System
37,418$2.4M0.0%IndexLowEast Lansing, MI2026-10-27
TigerOak Management, L.L.C.
36,000$2.3M0.6%GrowthVery LowNashville, TN2026-10-23
Sowell Financial Services LLC
35,613$2.3M0.1%CoreLowNorth Little Rock, AR2026-10-23
WealthPlan Investment Management, LLC
33,990$2.2M0.1%GrowthMediumOmaha, NE2026-10-15
MGO One Seven LLC
33,533$2.2M0.0%GrowthLowBeachwood, OH2026-10-28
Compass Ion Advisors, LLC
33,188$2.1M0.2%ETFVery LowConshohocken, PA2026-10-23
Cyndeo Wealth Partners, LLC
32,621$2.1M0.1%CoreMediumSt. Petersburg, FL2026-10-16
McKinley Carter Wealth Services, Inc.
31,864$2.1M0.1%ETFMediumWheeling, WV2026-10-16
Visionary Wealth Advisors
31,694$2.0M0.1%ETFLowO'Fallon, IL2026-11-04
Truist Financial Corp
31,578$2.0M0.0%CoreLowCharlotte, NC2026-10-30
US Bancorp \de\
31,147$2.0M0.0%IndexLowMinneapolis, MN2026-11-05
Mcrae Capital Management Inc
30,940$2.0M0.4%CoreLowMorristown, NJ2026-10-15
Interchange Capital Partners, LLC
30,055$1.9M0.3%GrowthLowPittsburgh, PA2026-10-28
Lanark Financial, Inc.
29,270$1.9M0.1%CoreMediumBirmingham, AL2026-10-26
Professional Financial Advisors, LLC
27,319$1.8M0.3%ETFMediumNorth Platte, NE2026-10-13
Diligent Investors, LLC
27,246$1.8M0.4%CoreLowRedlands, CA2026-10-21
Canton Hathaway, LLC
27,200$1.8M0.3%ValueLowProvidence, RI2026-10-23
Concurrent Investment Advisors, LLC
27,044$1.7M0.0%GrowthMediumTampa, FL2026-10-16
Moneco Advisors, LLC
25,839$1.7M0.1%ETFLowFairfield, CT2026-11-05
Integras Partners LLC
25,064$1.6M0.9%CoreLowAlpharetta, GA2026-10-30
Fortem Financial Group, LLC
24,657$1.6M0.3%GrowthLowPalm Desert, CA2026-10-20
Wedbush Securities Inc
24,594$1.6M0.1%CoreLowPasadena, CA2026-10-22
Abacus Planning Group, Inc.
23,738$1.5M0.2%ETFLowColumbia, SC2026-11-02
SteelPeak Wealth, LLC
23,071$1.5M0.0%GrowthHighWoodland Hills, CA2026-10-16
Pilgrim Partners Asia Pte Ltd
22,700$1.5M0.3%ETFMediumSingapore, Turkey2026-10-29
15 Wealth Advisors LLC
22,458$1.5M0.4%ETFN/AMundelein, IL2026-10-14
Choreo, LLC
22,333$1.4M0.0%IndexLowRockford, IL2026-10-28
Certior Financial Group, LLC
22,037$1.4M0.8%ETFMediumKing Of Prussia, PA2026-10-19
Aurora Private Wealth, Inc.
22,005$1.4M1.8%ETFLowRockaway, NJ2026-10-20
Meridian Wealth Management, LLC
21,877$1.4M0.0%GrowthLowLexington, KY2026-11-05
Quadcap Wealth Management, LLC
21,653$1.4M0.1%ETFLowFrisco, TX2026-11-02
CRA Financial Services, LLC
21,445$1.4M0.2%ETFVery LowNorthfield, NJ2026-10-16
True Private Wealth Advisors
21,442$1.4M0.1%ETFMediumSalem, OR2026-10-19
Finer Wealth Management, Inc.
21,077$1.4M0.5%GrowthLowSalem, MA2026-10-16
Financial Management Professionals, Inc.
20,562$1.3M0.1%ETFMediumAustin, TX2026-10-23
Grimes & Co Wealth Management, LLC
20,470$1.3M0.0%CoreLowWestborough, MA2026-10-29
HUB Investment Partners, LLC
19,876$1.3M0.0%GrowthLowAustin, TX2026-11-03
B. Riley Wealth Advisors, Inc.
19,341$1.2M0.0%GrowthLowMemphis, TN2026-10-13
Spire Wealth Management
19,243$1.2M0.0%GrowthMediumMclean, VA2026-10-30
Almanack Investment Partners, Llc.
19,086$1.2M0.1%ETFMediumNewtown Square, PA2026-11-03
Ascentis Independent Advisors
18,940$1.2M0.1%ETFLowDallas, TX2026-11-03
Upper Left Wealth Management, LLC
18,937$1.2M0.6%ETFMediumTampa, FL2026-10-14
Soltis Investment Advisors LLC
18,235$1.2M0.1%CoreMediumSt. George, UT2026-10-28
HCR Wealth Advisors
17,929$1.2M0.1%GrowthLowLos Angeles, CA2026-10-15
Joseph P. Lucia & Associates, LLC
17,735$1.1M0.3%ETFVery LowYorktown Heights, NY2026-10-30
Milestone Asset Management Group, LLC
16,894$1.1M0.5%ETFVery LowAvon, CT2026-10-20
Prospera Financial Services Inc
16,833$995.2K0.0%CoreMediumDallas, TX2026-11-04
Childress Capital Advisors, LLC
15,614$1.0M0.2%GARPMediumHouston, TX2026-10-28
Quadrant Private Wealth Management, LLC
15,597$1.0M0.1%GrowthLowCenter Valley, PA2026-11-04
Schneider Downs Wealth Management Advisors, LP
15,429$996.6K0.1%ETFVery LowPittsburgh, PA2026-10-27
Perigon Wealth Management, LLC
15,262$985.8K0.0%GrowthLowSan Francisco, CA2026-10-22
VestGen Advisors, LLC
14,569$941.0K0.0%GrowthMediumChicago, IL2026-10-27
Integrated Advisors Network LLC
14,214$918.1K0.0%GrowthMediumDallas, TX2026-10-20
Regions Financial Corp
14,052$907.6K0.0%CoreLowBirmingham, AL2026-11-05
Mills Wealth Advisors LLC
14,018$905.4K0.3%ETFMediumSouthlake, TX2026-10-22
SeaCrest Wealth Management, LLC
13,920$899.1K0.1%GrowthLowPurchase, NY2026-10-21
SevenBridge Financial Group, LLC
13,826$880.7K0.1%CoreLowHarrisburg, PA2026-10-26
Aries Wealth Management
13,720$886.2K0.2%CoreVery LowPortland, ME2026-10-23
Midwest Trust Co
13,554$875.5K0.0%CoreLowOverland Park, KS2026-10-22
Cherrydale Wealth Management, LLC
13,531$874.0K0.2%ETFVery LowMontclair, NJ2026-10-20
Wealthcare Advisory Partners LLC
13,349$862.2K0.0%ETFLowWest Chester, PA2026-10-21
Malaga Cove Capital, LLC
13,255$856.1K0.3%GrowthLowPv Estates, CA2026-10-23
Todd Wealth Management, LLC
13,217$853.7K0.7%GARPVery LowVenice, FL2026-10-19
NavPoint Financial, Inc.
13,200$852.6K0.3%ETFVery LowPrior Lake, MN2026-10-21
Ballast Financial Advisors LLC
13,176$851.0K0.8%ETFVery LowWest Chester, PA2026-10-26
Curran Financial Partners, LLC
13,053$843.1K0.1%ETFMediumDaniel Island, SC2026-11-04
Embree Financial Group
12,922$834.6K0.1%ETFLowChicago, IL2026-10-22
Chicago Partners Investment Group LLC
12,867$806.2K0.0%GARPLowChicago, IL2026-10-27
Wealth Alliance Advisory Group, LLC
12,744$823.1K0.1%CoreLowWichita, KS2026-10-14
Epiq Partners, LLC
12,723$821.8K0.4%YieldLowMinneapolis, MN2026-10-07
Integrity Alliance, Llc.
12,692$819.8K0.0%ETFMediumUrbandale, IA2026-10-29
Capstone Capital Management Ltd
11,858$765.9K0.3%GrowthVery HighHong Kong, South Korea2026-10-21
Plancorp, LLC
11,844$700.2K0.0%ETFLowSaint Louis, MO2026-11-03
Deltec Asset Management LLC
11,750$758.9K0.1%CoreMediumNew York, NY2026-10-26
Philadelphia Trust Co
11,620$751.0K0.1%GrowthLowPhiladelphia, PA2026-11-05
Howland Capital Management LLC
11,600$749.2K0.0%CoreLowBoston, MA2026-10-22
PKS Advisory Services, LLC
11,488$522.9K0.1%ETFMediumAlbany, NY2026-10-26
National Wealth Management Group, LLC
11,426$738.0K0.2%ETFMediumCincinnati, OH2026-10-26
HFG Wealth Management, LLC
11,320$515.3K0.5%ETFLowThe Woodlands, TX2026-10-16
Rossby Financial, LCC
10,978$709.1K0.1%ETFMediumMelbourne, FL2026-11-05
Pinnacle Associates LTD
10,926$705.7K0.0%CoreLowNew York, NY2026-10-20
EverSource Wealth Advisors, LLC
10,922$705.5K0.0%CoreMediumBirmingham, AL2026-11-04
Mesirow Financial Investment Management, Inc.
10,878$702.6K0.0%CoreLowChicago, IL2026-11-05
Private Capital Advisors, Inc.
10,798$697.4K0.1%Agg GrowthLowDarien, CT2026-10-06
Vista Finance, LLC
10,572$682.9K0.4%ETFLowSt. Louis, MO2026-10-23
Formidable Asset Management, LLC
10,500$478.0K0.1%CoreLowCincinnati, OH2026-11-03
Prime Capital Investment Advisors, LLC
10,479$676.8K0.0%ETFLowOverland Park, KS2026-10-20
Axxcess Wealth Management, LLC
10,465$675.9K0.0%CoreLowCarlsbad, CA2026-10-21
Spectrum Planning & Advisory Services Inc.
10,249$662.0K0.3%ETFMediumSan Diego, CA2026-11-05
Keystone Global Partners, LLC
10,147$655.4K0.2%ETFMediumDenver, CO2026-10-13
Vise Technologies, Inc.
10,022$647.3K0.0%IndexLowNew York, NY2026-10-29
SJS Investment Consulting Inc.
9,946$642.4K0.1%ETFVery LowSylvania, OH2026-10-26
Roman Butler Fullerton & Co
9,928$626.9K0.1%GrowthMediumSt Louis, MO2026-10-27
Signaturefd, LLC
9,922$640.9K0.0%IndexLowAtlanta, GA2026-10-23
Sage Investment Advisers LLC
9,900$639.4K0.4%ETFLowWappingers Falls, NY2026-10-21
Transce3nd, LLC
9,808$639.7K0.6%GrowthLowBuda, TX2026-10-26
Wilmington Savings Fund Society, FSB
9,750$629.8K0.0%CoreLowWilmington, DE2026-10-23
Montz Harcus Wealth Management LLC
9,741$629.2K0.2%ETFVery LowNew Orleans, LA2026-10-09
Stephen J. Garry & Associates, LLC
9,615$621.0K0.5%ETFVery LowGarden City, NY2026-11-05
United Advisor Group, LLC
9,505$613.9K0.1%ETFLowCincinnati, OH2026-11-03
Fiduciary Financial Group, LLC
9,421$608.5K0.1%ETFLowSan Rafael, CA2026-10-13
Insight Advisors, LLC/ PA
9,397$607.0K0.1%ETFMediumNewtown, PA2026-10-22
Garde Capital, Inc.
9,112$588.5K0.0%ETFLowSeattle, WA2026-10-29
J.W. Cole Advisors, Inc.
8,952$578.2K0.0%IndexLowTampa, FL2026-11-05
StoneX Group Inc.
8,893$527.6K0.0%ETFMediumNew York, NY2026-11-03
Horrell Capital Management, Inc.
8,867$572.7K0.3%ValueVery LowLittle Rock, AR2026-10-08
Apella Capital, LLC
8,756$563.8K0.0%ETFVery LowWest Hartford, CT2026-10-08
Benchmark Financial Wealth Advisors, LLC
8,749$565.1K0.1%ETFLowBoca Raton, FL2026-10-20
Kathmere Capital Management, LLC
8,539$551.5K0.0%ETFLowWayne, PA2026-10-20
AlphaCore Capital LLC
8,456$546.2K0.0%ETFLowLa Jolla, CA2026-11-04
Mission Wealth Management, LP
8,293$535.6K0.0%ETFLowSanta Barbara, CA2026-10-15
Taylor & Morgan Wealth Management, LLC
8,274$534.4K0.3%ETFVery LowTroy, MI2026-10-09
Madden Securities Corp
8,225$531.3K0.1%GrowthMediumDallas, TX2026-10-27
Evergreen Capital Management LLC
8,225$531.3K0.0%GARPMediumBellevue, WA2026-10-23
Global Assets Advisory, LLC
8,053$531.1K0.1%GrowthHighOrlando, FL2026-10-28
Revolve Wealth Partners, LLC
7,993$516.3K0.1%ETFVery LowHackensack, NJ2026-10-23
Ritholtz Wealth Management
7,984$515.7K0.0%IndexLowNew York, NY2026-11-05
Cypress Wealth Services, LLC
7,762$513.4K0.1%ETFLowPalm Desert, CA2026-10-21
Bison Wealth, LLC
7,740$494.7K0.0%GrowthMediumAtlanta, GA2026-10-13
Williams Jones Wealth Management, Llc.
7,705$497.7K0.0%GrowthLowNew York, NY2026-11-05
IFP Advisors, Inc
7,581$489.7K0.0%GrowthLowTampa, FL2026-10-16
Partners Wealth Management, LLC
7,500$484.4K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Pettinga Financial Advisors LLC
7,399$477.9K0.1%ETFMediumEvansville, IN2026-10-13
Avior Wealth Management, LLC
7,354$475.0K0.0%ETFMediumOmaha, NE2026-10-13
Verity Asset Management, Inc.
7,266$469.3K0.2%CoreMediumDurham, NC2026-10-30
Doliver Advisors, LP
7,139$461.1K0.1%GARPLowHouston, TX2026-10-01
Brighton Jones LLC
6,981$450.9K0.0%CoreVery LowSeattle, WA2026-11-03
International Private Wealth Advisors LLC
6,950$448.9K0.2%CoreMediumSan Diego, CA2026-11-05
RVW Wealth, LLC
6,872$443.9K0.0%ETFVery LowLos Angeles, CA2026-10-06
Dynamic Advisor Solutions LLC
6,771$437.3K0.0%ETFLowPhoenix, AZ2026-10-13
PUREfi Wealth, LLC
6,677$431.3K0.2%GrowthMediumBoston, MA2026-10-19
Valeo Financial Advisors, LLC
6,673$431.0K0.0%ETFLowCarmel, IN2026-10-08
Foundation Wealth Management, LLC
6,647$429.3K0.2%ETFLowClayton, MO2026-10-22
M Holdings Securities, Inc.
6,523$4010.0%ETFHighPortland, OR2026-11-03
Sage Financial Group Inc
6,439$415.9K0.0%ETFVery LowW. Conshohocken, PA2026-10-27
Stephenson & Company, Inc.
6,400$413.4K0.2%ETFVery LowSan Clemente, CA2026-10-30
Evolution Wealth Advisors, LLC
6,391$412.8K0.0%ETFLowAventura, FL2026-11-03
Sharper & Granite LLC
6,330$334.0K0.1%ETFLowEl Segundo, CA2026-11-02
Heritage Family Offices, LLP
6,325$408.5K0.1%GrowthHighScottsdale, AZ2026-11-02
Northern Lights Advisors, Inc.
6,240$403.0K0.2%ETFVery LowSeattle, WA2026-10-21
American Capital Advisory, LLC
6,180$399.2K0.1%ETFLowKetchum, ID2026-10-28
Equita Financial Network, Inc.
6,157$397.7K0.1%ETFLowFort Washington, PA2026-10-19
Sapient Capital LLC
6,143$396.8K0.0%GrowthMediumIndianapolis, IN2026-10-08
Americana Partners, LLC
6,110$394.6K0.0%CoreMediumHouston, TX2026-10-28
Parallel Advisors, LLC
6,047$390.6K0.0%IndexLowSan Francisco, CA2026-11-03
Joel Isaacson & Co., LLC
6,015$388.5K0.0%ETFVery LowNew York, NY2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
6,006$387.9K0.0%ETFMediumWestlake, OH2026-10-14
Trust Co of Vermont
5,985$386.6K0.0%CoreVery LowBrattleboro, VT2026-10-21
Richards, Merrill & Peterson, Inc.
5,920$382.4K0.1%GrowthLowSpokane, WA2026-10-19
Csenge Advisory Group
5,860$378.5K0.0%ETFMediumClearwater, FL2026-11-04
Atria Investments, Inc
5,845$377.5K0.0%CoreMediumCharlotte, NC2026-10-15
Compagnie Lombard Odier SCmA
5,800$374.6K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
IPG Investment Advisors LLC
5,720$369.5K0.1%CoreMediumSan Diego, CA2026-10-30
Hartmann Taylor Wealth Management, LLC
5,655$365.3K0.2%ETFVery LowDallas, TX2026-10-14
Magnus Financial Group LLC
5,638$364.2K0.0%ETFLowNew York, NY2026-10-21
Granville Capital, Inc.
5,612$362.5K0.1%ETFVery LowGreensboro, NC2026-11-05
International Assets Investment Management, LLC
5,560$363.8K0.0%CoreVery HighOrlando, FL2026-11-02
Financial Insights, Inc.
5,432$350.9K0.1%ETFLowTacoma, WA2026-10-27
Koshinski Asset Management, Inc.
5,405$349.1K0.0%ETFLowDecatur, IL2026-10-29
Destiny Wealth Partners, LLC
5,356$316.5K0.0%ETFMediumTavares, FL2026-11-05
HRC Wealth Management, LLC
5,293$341.9K0.1%ETFVery LowMoscow, ID2026-10-16
Traynor Capital Management, Inc.
5,289$341.6K0.0%GrowthLowMalvern, PA2026-10-29
Clear Creek Financial Management, LLC
5,280$341.0K0.0%ETFMediumSilverdale, WA2026-10-28
Capital Investment Advisory Services, LLC
5,173$334.1K0.0%CoreMediumRaleigh, NC2026-10-30
RMR Wealth Builders
5,159$333.2K0.0%ETFLowMontclair, NJ2026-10-22
Northbridge Financial Group, LLC
5,034$332.9K0.1%GrowthLowTampa, FL2026-11-05
Ridgepath Capital Management LLC
5,024$324.5K0.2%ETFHighKnoxville, TN2026-10-29
Blue Trust, Inc.
5,003$323.1K0.0%ETFLowBrentwood, TN2026-10-15
CMG Global Holdings, LLC
4,950$319.7K0.1%MomentumLowPlano, TX2026-10-14
TD Waterhouse Canada Inc.
4,912$321.5K0.0%CoreLowToronto, Australia2026-10-16
Equitable Trust Co
4,809$310.6K0.0%CoreLowNashville, TN2026-10-13
Wealth Analytics Partners, LLC
4,710$304.2K0.1%ETFVery LowSan Diego, CA2026-10-19
Sterling Investment Counsel, LLC
4,665$301.3K0.1%GrowthLowBuffalo, NY2026-10-19
Narus Financial Partners, LLC
4,658$300.9K0.1%ValueLowSalt Lake City, UT2026-10-19
Arlington Capital Management Inc
4,635$299.4K0.2%GARPHighArlington Heights, IL2026-10-30
Carret Asset Management, LLC
4,606$297.5K0.0%CoreVery LowNew York, NY2026-11-04
Edge Wealth Management LLC
4,538$293.9K0.0%CoreLowNew York, NY2026-10-13
Vima LLC
4,477$289.2K0.3%CoreLowTroy, MI2026-10-23
Tucker Asset Management LLC
4,447$287.3K0.1%ETFMediumLittleton, CO2026-10-29
LMG Wealth Partners, LLC
4,436$286.5K0.0%ValueVery LowShreveport, LA2026-11-05
Retirement Planning Co of New England, Inc.
4,302$264.7K0.1%CoreLowWarwick, RI2026-10-15
Certuity, LLC
4,235$273.5K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Thrivent Financial for Lutherans
4,216$272.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Lighthouse Wealth Management Inc.
4,192$270.8K0.2%ETFLowAshland, OH2026-10-13
Jeppson Wealth Management, LLC
4,048$261.5K0.1%CoreLowManhattan Beach, CA2026-10-20
DeDora Capital, Inc.
4,047$261.4K0.1%ETFVery LowNapa, CA2026-10-26
Level Financial Advisors
4,041$261.0K0.1%ETFLowEast Amherst, NY2026-10-13
Investmark Advisory Group LLC
4,000$258.4K0.1%ETFVery LowShelton, CT2026-10-27
Cornerstone Wealth Group, LLC
3,988$257.6K0.0%CoreMediumHuntersville, NC2026-11-02
Triton Wealth Management, Pllc
3,955$236.0K0.1%ETFMediumSun City, AZ2026-11-04
Old Mission Investment Co LLC
3,817$246.6K0.1%ETFLowTraverse City, MI2026-10-22
E&G Advisors, LLC
3,817$246.5K0.0%ETFVery LowHouston, TX2026-10-13
BCS Wealth Management
3,757$242.7K0.0%ETFVery LowJohnson City, TN2026-11-03
Trilogy Capital Inc.
3,750$242.2K0.0%ETFMediumIrvine, CA2026-10-20
Carrera Capital Advisors
3,735$241.2K0.0%ETFMediumTroy, MI2026-11-03
Onyx Bridge Wealth Group LLC
3,729$240.9K0.0%ETFMediumTarrytown, NY2026-10-16
Correct Capital Wealth Management
3,721$240.3K0.0%ETFMediumClayton, MO2026-11-02
Three Magnolias Financial Advisors, LLC
3,719$240.2K0.1%ETFLowWinston-Salem, NC2026-10-14
Rockland Trust Co
3,700$239.0K0.0%CoreLowHanover, MA2026-10-05
Cornerstone Wealth Management, LLC
3,675$237.4K0.0%ETFVery LowSt. Peters, MO2026-11-04
Sentry LLC
3,657$236.2K0.1%ValueVery LowMemphis, TN2026-10-30
Meixler Investment Management, Ltd.
3,649$235.7K0.1%YieldMediumShow Low, AZ2026-11-03
Dudley Capital Management, LLC
3,647$235.6K0.1%GrowthLowMiddleburg, VA2026-10-23
Thrive Wealth Management, LLC
3,645$235.4K0.0%ETFVery LowAudubon, PA2026-10-13
SP Asset Management LLC
3,640$235.1K0.0%CoreVery LowCupertino, CA2026-11-05
Matauro, LLC
3,635$234.8K0.0%ETFLowNew York, NY2026-11-03
Able Wealth Management LLC
3,539$234.4K0.1%ETFMediumToms River, NJ2026-10-13
Mainstream Capital Management LLC
3,518$227.2K0.1%GrowthLowLos Angeles, CA2026-10-23
Modera Wealth Management, LLC
3,512$226.8K0.0%ETFVery LowWestwood, NJ2026-10-28
Oarsman Capital, Inc.
3,503$226.3K0.0%ETFLowMilwaukee, WI2026-11-05
Verdence Capital Advisors LLC
3,464$223.7K0.0%CoreMediumHunt Valley, MD2026-10-26
Fell Capital Management
3,390$219.0K0.2%CoreLowNewport Beach, CA2026-10-09
Trek Financial, LLC
3,388$218.8K0.0%ETFHighScottsdale, AZ2026-10-29
Nfsg Corp
3,382$218.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Advisor OS, LLC
3,326$214.8K0.0%ETFMediumChicago, IL2026-11-03
Opal Wealth Advisors, LLC
3,285$212.2K0.0%ETFLowJericho, NY2026-10-16
Sanders Morris Harris LLC
3,285$213.2K0.0%GARPLowHouston, TX2026-10-14
HBW Advisory Services LLC
3,285$212.2K0.0%ETFMediumSimi Valley, CA2026-10-15
Parkside Financial Bank & Trust
3,284$212.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
apricus wealth, LLC
3,268$211.1K0.1%YieldMediumBeaufort, SC2026-10-26
Acorn Financial Advisory Services Inc
3,264$210.8K0.0%ETFMediumReston, VA2026-11-02
Avantax Planning Partners, Inc.
3,223$208.2K0.0%ETFLowDubuque, IA2026-11-03
Artesa Financial Group, LLC
3,200$206.7K0.2%ETFLowConroe, TX2026-10-29
Mindset Wealth Management, LLC
3,200$206.7K0.0%Agg GrowthVery LowIndianapolis, IN2026-10-19
TrueWealth Advisors, LLC
3,185$205.7K0.0%ETFMediumBirmingham, AL2026-10-09
Flynn Zito Capital Management, LLC
3,182$205.5K0.1%ETFLowGarden City, NY2026-11-04
Central Trust Co
3,159$204.0K0.0%CoreLowJefferson City, MO2026-11-05
Smallwood Wealth Investment Management, LLC
3,154$203.7K0.1%ETFVery LowRed Bank, NJ2026-10-30
New Wave Wealth Advisors LLC
3,139$201.7K0.1%CoreMediumSpringdale, AR2026-10-19
Crestwood Advisors Group, LLC
3,134$202.4K0.0%GrowthLowBoston, MA2026-10-27
Secure Asset Management, LLC
3,130$202.2K0.0%GrowthMediumTroy, MI2026-10-19
Ashton Thomas Private Wealth, LLC
3,112$201.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Blue Fin Capital, Inc.
3,107$200.7K0.0%GrowthVery LowWarren, RI2026-10-28
Fifth Third Bancorp
3,072$198.4K0.0%IndexVery LowCincinnati, OH2026-11-05
North Star Investment Management Corp.
2,839$183.4K0.0%CoreLowChicago, IL2026-10-27
Mcdonald Partners LLC
2,707$174.8K0.0%CoreLowCleveland, OH2026-11-03
Kelleher Financial Advisors
2,324$150.1K0.0%CoreMediumNew York, NY2026-10-30
Compass Financial Management LLC
2,290$147.9K0.0%CoreN/ATampa, FL2026-10-30
Brown, Lisle Ings, Inc.
2,195$141.8K0.0%CoreVery LowProvidence, RI2026-10-16
Highline Wealth Partners LLC
2,168$140.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
Glass Jacobson Investment Advisors llc
2,097$135.4K0.0%ETFLowOwings Mills, MD2026-10-26
Fairscale Capital, LLC
2,003$118.4K0.1%GrowthVery LowNashua, NH2026-11-04
Montag A & Associates Inc
1,949$125.9K0.0%CoreLowAtlanta, GA2026-10-29
Tsfg, LLC
1,884$122.0K0.1%ETFLowLake Forest, IL2026-10-23
Belvedere Trading LLC
1,870$120.8K0.0%Agg GrowthVery HighChicago, IL2026-11-05
LFA - Lugano Financial Advisors SA
1,835$118.5K0.1%ETFLowLugano, Switzerland2026-11-03
Bullock Wealth Management Group
1,659$108.6K0.0%GrowthLowBloomington, IN2026-10-09
CX Institutional
1,625$1050.0%CoreMediumAuburn, IN2026-10-02
Pathway Financial Advisers, LLC
1,597$103.2K0.0%CoreLowAuburn, IN2026-10-27
Pinnacle Wealth Planning Services, Inc.
1,512$97.7K0.0%GARPLowMansfield, OH2026-10-27
Yankcom Partnership
1,400$90.4K0.0%CoreVery LowYankton, SD2026-10-15
POM Investment Strategies, LLC
1,225$79.1K0.1%ETFVery HighRaleigh, NC2026-10-20
Investment Research & Advisory Group, Inc.
1,190$71.0K0.0%GrowthVery LowAtlanta, GA2026-10-19
Tompkins Financial Corp
1,141$73.7K0.0%CoreLowIthaca, NY2026-10-05
Planning Strategies Inc.
1,125$72.7K0.0%ETFN/ALancaster, PA2026-10-02
Plante Moran Financial Advisors, LLC
1,070$69.1K0.0%ETFVery LowSouthfield, MI2026-11-04
MTM Investment Management, LLC
1,049$67.8K0.0%CoreVery LowSpartanburg, SC2026-10-30
CoreCap Advisors, LLC
1,031$66.6K0.0%ETFMediumSouthfield, MI2026-10-08
Atwood & Palmer Inc
986$63.7K0.0%CoreVery LowKansas City, MO2026-10-08
Arlington Trust Co LLC
904$58.4K0.0%ETFMediumBirmingham, AL2026-10-20
Wilkerson Advisory Group LLC
865$55.9K0.0%ETFMediumColumbia, MO2026-10-20
Trust Co
776$50.1K0.0%ETFVery LowManhattan, KS2026-10-09
Essential Partners LLC
750$48.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Golden State Wealth Management, LLC
746$48.2K0.0%ETFMediumSanta Ana, CA2026-11-02
Triumph Capital Management
737$47.6K0.0%ETFMediumDenver, CO2026-10-14
Wolff Wiese Magana LLC
723$46.7K0.0%GrowthLowCarslbad, CA2026-10-15
Redwood Park Advisors LLC
710$45.9K0.0%ETFVery LowRedwood City, CA2026-11-02
Jacobi Capital Management LLC
705$45.5K0.0%CoreLowPittston, PA2026-11-05
Ascentis Wealth Management, LLC
678$43.8K0.0%Agg GrowthLowDallas, TX2026-11-03
Avion Wealth
676$430.0%ETFLowThe Woodlands, TX2026-11-04
Bokf, NA
675$43.6K0.0%CoreLowTulsa, OK2026-10-27
Creative Financial Designs Inc
657$42.4K0.0%ETFMediumKokomo, IN2026-11-04
Bear Mountain Capital, Inc.
648$40.8K0.0%ETFLowSeattle, WA2026-11-04
Hurley Capital, LLC
517$33.4K0.0%GARPMediumNew York, NY2026-11-05
Noble Wealth Management PBC
503$32.5K0.0%YieldMediumGreenwood Village, CO2026-10-01
Dhjj Financial Advisors, Ltd.
502$32.4K0.0%ETFVery LowNaperville, IL2026-10-23
Pension & Wealth Management Advisors, Inc.
500$32.3K0.0%ETFLowWaltham, MA2026-10-16
Jnba Financial Advisors
500$32.3K0.0%ETFMediumBloomington, MN2026-11-03
Root Financial Partners, LLC
477$30.8K0.0%ETFMediumEncinitas, CA2026-10-21
RHL Group, LLC
460$29.7K0.0%ETFVery HighHolly, MI2026-11-04
Toth Financial Advisory Corp
453$29.3K0.0%CoreLowLeesburg, VA2026-10-08
Holos Integrated Wealth LLC
400$25.3K0.0%ETFLowKennett Square, PA2026-10-23
Strengthening Families & Communities, LLC
361$23.3K0.0%CoreMediumBoston, MA2026-10-21
Birch Financial Group, LLC
360$23.3K0.0%CoreLowKeene, NH2026-10-27
JFS Wealth Advisors, LLC
359$23.2K0.0%ETFVery LowHermitage, PA2026-11-03
Harbor Investment Advisory, LLC
353$22.8K0.0%GrowthLowLutherville, MD2026-10-13
Financial Perspectives, Inc
353$22.8K0.0%GrowthVery LowMinneapolis, MN2026-11-03
High Note Wealth, LLC
327$21.1K0.0%ETFVery LowDeephaven, MN2026-10-27
Lodestone Wealth Management LLC
308$19.9K0.0%CoreLowSpokane, WA2026-10-14
Oakworth Capital, Inc.
300$19.4K0.0%ETFLowBirmingham, AL2026-10-26
PFS Partners, LLC
292$18.9K0.0%ETFVery LowMine Hill, NJ2026-10-21
Pacific Center for Financial Services
280$18.1K0.0%ETFMediumDanville, CA2026-10-15
Financially Speaking Inc
275$17.8K0.0%ETFHighGreenwood Village, CO2026-11-05
Activest Wealth Management
270$17.4K0.0%ETFLowAventura, FL2026-10-15
Tradewinds Capital Management, LLC
269$17.4K0.0%ETFVery HighBellingham, WA2026-10-23
Latitude Advisors, LLC
250$16.1K0.0%ETFLowYorkville, IL2026-10-27
Barrett & Company, Inc.
243$15.7K0.0%ETFLowProvidence, RI2026-10-22
Signature Resources Capital Management, LLC
236$15.2K0.0%ETFLowNewport Beach, CA2026-10-16
Carolina Wealth Advisors, LLC
235$15.2K0.0%YieldHighMyrtle Beach, SC2026-10-23
Nvwm, LLC
228$14.7K0.0%GrowthMediumYardley, PA2026-10-14
MassMutual Private Wealth & Trust, FSB
227$14.7K0.0%CoreLowSpringfield, MA2026-10-05
Quest 10 Wealth Builders, Inc.
225$14.5K0.0%ETFLowFuquay-Varina, VA2026-11-02
Key Capital Management, Inc
212$13.7K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
GHP Investment Advisors, Inc.
210$13.6K0.0%CoreVery LowDenver, CO2026-10-15
Westside Investment Management, Inc.
205$13.2K0.0%GrowthLowSanta Monica, CA2026-11-02
Cape Investment Advisory, Inc.
192$12.4K0.0%ETFLowMcdonough, GA2026-10-13
Kozak & Associates, Inc.
182$11.5K0.0%ETFLowHighlands Ranch, CO2026-10-29
IFS Advisors, LLC
163$10.5K0.0%ETFLowOverland Park, KS2026-10-14
Atlantic Edge Private Wealth Management, LLC
160$10.3K0.0%CoreLowJacksonville, FL2026-10-20
Versant Capital Management, Inc
151$9.8K0.0%GARPLowPhoenix, AZ2026-10-02
William Mack & Associates, Inc.
150$9.7K0.0%ETFLowTroy, MI2026-10-27
Quaker Wealth Management, LLC
149$9.6K0.0%ETFMediumMoorestown, NJ2026-10-22
Comprehensive Financial Planning, Inc.
129$8.3K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Abound Wealth Management
122$7.9K0.0%ETFVery LowFranklin, TN2026-10-26
Valley National Advisers Inc
121$7.8K0.0%ETFLowBethlehem, PA2026-10-23
First Community Trust NA
118$7.6K0.0%GrowthLowDubuque, IA2026-10-07
Cherry Tree Wealth Management, LLC
115$7.4K0.0%ETFVery LowMinnetonka, MN2026-10-15
City Holding Co
100$6.5K0.0%CoreLowCharleston, WV2026-10-19
Hoey Investments, Inc
100$6.5K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Armstrong Advisory Group, Inc
100$6.5K0.0%ETFHighNeedham, MA2026-10-09
American National Bank & Trust
86$5.6K0.0%CoreVery LowWichita Falls, TX2026-10-07
Clayton Financial Group LLC
80$5.2K0.0%ETFLowSt. Louis, MO2026-10-13
Rydar Equities, Inc.
75$4.8K0.0%CoreVery LowWeatherford, TX2026-10-13
First United Bank & Trust
70$4.5K0.0%CoreLowOakland, MD2026-10-22
Assetmark, Inc
69$4.5K0.0%ETFLowConcord, CA2026-10-21
Pittenger & Anderson Inc
65$4.2K0.0%CoreLowLincoln, NE2026-11-02
Gen-Wealth Partners Inc
60$3.9K0.0%CoreLowZeeland, MI2026-11-04
Thompson Investment Management, Inc.
60$3.9K0.0%ValueMediumMadison, WI2026-10-14
Nemes Rush Group LLC
52$3.4K0.0%CoreVery LowNovi, MI2026-11-04
DiNuzzo Private Wealth, Inc.
50$3.2K0.0%ETFLowBeaver, PA2026-10-16
Lynch Investment Planning, LLC
50$3.2K0.0%ETFLowNewtown Square, PA2026-10-27
Financial Consulate, Inc
40$2.6K0.0%ETFLowHunt Valley, MD2026-10-23
GK Wealth Management LLC
37$2.4K0.0%GARPVery HighReno, NV2026-10-09
Simplex Trading, LLC
30$1.9K0.0%CoreVery HighChicago, IL2026-11-04
Hager Investment Management Services, LLC
27$1.7K0.0%GrowthMediumNew London, NH2026-11-04
Balance Wealth Partners LLC
27$1.7K0.0%ETFMediumWorthington, OH2026-10-27
Princeton Global Asset Management LLC
25$1.6K0.0%GrowthLowPrinceton, NJ2026-10-21
Coastline Trust Co
22$1.4K0.0%GrowthVery LowProvidence, RI2026-10-01
WPG Advisers, LLC
17$1.1K0.0%CoreLowBaltimore, MD2026-10-27
Chilton Capital Management LLC
11$7110.0%GrowthMediumHouston, TX2026-10-28
Albion Financial Group
10$6460.0%GrowthLowSalt Lake City, UT2026-10-21
Prairie Wealth Advisors, Inc.
0$1.3M0.3%CoreVery LowOmaha, NE2026-10-29
Illumine Investment Management, LLC
0$1.7M1.2%Agg GrowthVery LowPoulsbo, WA2026-10-22