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Invesco S&P 500 Quality ETF (SPHQ)

CUSIP: 46137V241 | NYSE | 1390 institutional holders

Quarters

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

Cliftonlarsonallen Wealth Advisors, LLC7,724,643
8.5% of portfolio›$649.5M
Wealth Enhancement Advisory Services, LLC6,273,230
0.8% of portfolio›$534.8M
Vantagepoint Investment Advisers LLC3,203,395
2.0% of portfolio›$269.3M
Bank of New York Mellon Corp2,025,966
0.0% of portfolio›$170.3M
Commonwealth Equity Services, LLC1,099,973
0.1% of portfolio›$92.5M
Independence Asset Advisors, LLC986,930
19.5% of portfolio›$83.0M
Kestra Advisory Services, LLC899,891
0.2% of portfolio›$75.7M
Demars Financial Group, LLC776,231
17.1% of portfolio›$65.3M
Compass Ion Advisors, LLC774,286
5.5% of portfolio›$65.1M
Evensky & Katz LLC764,289
8.8% of portfolio›$64.3M
Paragon Capital Management Ltd693,911
10.7% of portfolio›$58.3M
SAX Wealth Advisors, LLC663,646
1.6% of portfolio›$55.8M
Jnba Financial Advisors526,219
3.3% of portfolio›$44.2M
Union Savings Bank494,027
16.6% of portfolio›$41.5M
Wealth Management Resources, Inc.490,734
12.7% of portfolio›$41.3M
Alpine Bank Wealth Management478,017
5.2% of portfolio›$40.2M
Wealth Enhancement Trust Services, Inc.404,480
3.6% of portfolio›$34.0M
Cambridge Investment Research Advisors, Inc.395,713
0.2% of portfolio›$33.3M
Truist Financial Corp391,453
0.0% of portfolio›$32.9M
Ballast, Inc.388,010
6.1% of portfolio›$32.6M
Evergreen Capital Management LLC358,209
0.5% of portfolio›$30.1M
Orgel Wealth Management, LLC345,076
0.5% of portfolio›$29.0M
Clearview Wealth Management LLC297,474
19.1% of portfolio›$25.4M
Summit Wealth Group LLC / Co271,946
1.4% of portfolio›$22.9M
Redhawk Wealth Advisors, Inc.263,103
2.2% of portfolio›$22.1M
Creative Financial Designs Inc239,398
0.9% of portfolio›$20.1M
Thrivent Financial for Lutherans235,630
0.1% of portfolio›$19.9M
Graves Light Lenhart Wealth, Inc.234,840
1.8% of portfolio›$19.7M
Focus Financial Network, Inc.225,172
0.6% of portfolio›$18.9M
Burns Matteson Capital Management, LLC224,909
6.6% of portfolio›$18.9M
Farther Finance Advisors, LLC223,724
0.1% of portfolio›$18.8M
Stackstone Wealth, LLC222,226
1.8% of portfolio›$18.7M
Crusonia Wealth Advisors LLC218,437
2.8% of portfolio›$18.4M
Vestor Capital, LLC208,838
0.6% of portfolio›$9.6K
Davidson Capital Management Inc.204,842
2.8% of portfolio›$17.2M
Lido Advisors, LLC203,968
0.0% of portfolio›$17.1M
Cresta Advisors, Ltd.198,193
7.3% of portfolio›$16.7M
RFG Advisory, LLC194,920
0.2% of portfolio›$16.4M
Prevail Innovative Wealth Advisors, LLC194,563
2.1% of portfolio›$16.6M
Keybank National Association192,729
0.1% of portfolio›$16.2M
Sterling Group Wealth Management, LLC191,780
6.3% of portfolio›$16.1M
Hoese & Co LLP163,108
9.0% of portfolio›$13.7M
Sage Mountain Advisors LLC156,392
0.8% of portfolio›$13.1M
Symphony Financial, Ltd. Co.155,654
1.2% of portfolio›$13.2M
Cornerstone Wealth Management, LLC150,892
0.5% of portfolio›$12.7M
Sierra Ocean, LLC150,491
7.8% of portfolio›$12.7M
Compass Financial Group, Inc. (Ohio)149,694
8.3% of portfolio›$12.6M
Lynx Investment Advisory148,608
4.1% of portfolio›$12.5M
Concurrent Investment Advisors, LLC145,484
0.1% of portfolio›$12.2M
Integrity Investment Advisors, LLC144,968
4.8% of portfolio›$12.2M
Citigroup Inc136,697
0.0% of portfolio›$11.5M
Cedar Mountain Advisors, LLC133,741
1.9% of portfolio›$11.2M
Concord Wealth Partners130,428
1.3% of portfolio›$11.0M
Owl Creek Wealth Partners LLC129,963
3.1% of portfolio›$10.9M
Santori & Peters, Inc.129,422
2.9% of portfolio›$10.9M
Creative Planning129,156
0.0% of portfolio›$10.9M
Certified Advisory Corp128,080
0.9% of portfolio›$10.8M
Artesa Financial Group, LLC122,673
8.3% of portfolio›$10.3M
Endowment Wealth Management, Inc.117,890
3.4% of portfolio›$9.9M
Elevation Capital Advisory, LLC116,387
3.8% of portfolio›$9.8M
Legacy Private Trust Co.115,644
0.5% of portfolio›$9.7M
Family Capital Management, Inc.114,603
3.7% of portfolio›$9.6M
Vaquero Private Wealth, LTD111,932
2.0% of portfolio›$9.4M
Trilogy Capital Inc.109,486
0.4% of portfolio›$9.2M
Asset Allocation Strategies LLC106,446
1.3% of portfolio›$8.9M
Keystone Global Partners, LLC106,321
3.2% of portfolio›$8.9M
Flagship Private Wealth, LLC106,004
3.1% of portfolio›$8.9M
Eagle Strategies LLC105,476
0.9% of portfolio›$8.9M
GLR Partners, LLC105,473
4.1% of portfolio›$8.9M
Park Avenue Securities LLC103,872
0.1% of portfolio›$8.7M
Fidelity D & D Bancorp Inc103,796
2.9% of portfolio›$8.7M
Henshaw Capital LLC100,000
0.3% of portfolio›$8.4M
Dynamic Wealth Strategies, LLC92,960
4.2% of portfolio›$7.8M
Vigilare Wealth Management91,542
2.4% of portfolio›$7.7M
MGO One Seven LLC90,329
0.1% of portfolio›$7.6M
United Community Bank89,720
2.2% of portfolio›$7.5M
Park Edge Advisors, LLC89,266
1.6% of portfolio›$7.5M
Northwest Financial Advisors86,719
1.0% of portfolio›$7.3M
Wingate Wealth Advisors, Inc.86,493
3.0% of portfolio›$7.3M
Beaumont Asset Management, L.L.C.84,205
2.4% of portfolio›$7.1M
Kestra Private Wealth Services, LLC83,724
0.1% of portfolio›$7.0M
Weaver Consulting Group82,758
1.4% of portfolio›$7.0M
TSG Advice Partners, LLC82,050
1.0% of portfolio›$7.4M
First Security Investment Management, Inc.81,162
5.6% of portfolio›$6.8M
Well Done, LLC80,063
0.9% of portfolio›$6.7M
IFP Advisors, Inc79,487
0.1% of portfolio›$6.7M
Provenance Wealth Advisors, LLC76,882
0.4% of portfolio›$6.5M
Fiduciary Alliance LLC76,652
0.5% of portfolio›$6.4M
Berkeley, Inc76,520
2.0% of portfolio›$6.4M
KPP Advisory Services LLC75,098
1.1% of portfolio›$6.3M
Indivisible Partners72,058
0.3% of portfolio›$6.1M
Onyx Bridge Wealth Group LLC71,460
0.5% of portfolio›$6.0M
Flagship Harbor Advisors, LLC70,141
0.2% of portfolio›$5.9M
Family Investment Center, Inc.69,006
1.0% of portfolio›$5.8M
Vise Technologies, Inc.68,081
0.0% of portfolio›$5.7M
Perryman Financial Advisory Inc66,017
0.7% of portfolio›$5.6M
Integrity Alliance, Llc.64,297
0.2% of portfolio›$5.4M
Lionshead Wealth Management, LLC63,498
3.6% of portfolio›$5.3M
Prota Financial, LLC63,061
3.4% of portfolio›$5.4M
Parallel Advisors, LLC62,258
0.1% of portfolio›$5.2M
High Net Worth Advisory Group LLC59,760
1.1% of portfolio›$5.0M
Clear Creek Financial Management, LLC59,601
0.4% of portfolio›$5.0M
Dynamic Advisor Solutions LLC59,177
0.1% of portfolio›$5.0M
Montag A & Associates Inc58,907
0.2% of portfolio›$5.0M
Avior Wealth Management, LLC57,844
0.1% of portfolio›$4.9M
Sigma Planning Corp57,533
0.1% of portfolio›$4.8M
Fortune Financial Group, Inc.54,420
4.1% of portfolio›$4.6M
Cerro Pacific Wealth Advisors LLC54,192
1.0% of portfolio›$4.6M
Capital Advisors, Ltd. LLC53,832
2.1% of portfolio›$4.5M
Kroeger Financial Partners53,401
4.5% of portfolio›$4.5M
XY Planning Network, Inc.53,007
0.5% of portfolio›$4.5M
Uptick Partners, LLC52,263
0.6% of portfolio›$4.4M
J.W. Cole Advisors, Inc.50,480
0.1% of portfolio›$4.2M
Topor & Co. Korea50,051
3.3% of portfolio›$4.2M
Prospera Financial Services Inc49,801
0.1% of portfolio›$4.1M
Private Trust Co NA48,397
0.3% of portfolio›$4.1M
Wetzel Investment Advisors, Inc.47,629
1.4% of portfolio›$4.0M
BNB Wealth Management, LLC47,310
2.2% of portfolio›$4.0M
Providence First Trust Co46,407
1.3% of portfolio›$3.9M
Lmcg Investments, LLC45,850
0.2% of portfolio›$3.9M
DBK Financial Counsel, LLC44,828
3.0% of portfolio›$3.8M
Verum Partners LLC43,842
0.6% of portfolio›$3.7M
Platform Technology Partners41,125
0.5% of portfolio›$3.5M
Centerpoint Advisory Group39,832
2.1% of portfolio›$3.3M
HUB Investment Partners, LLC39,558
0.1% of portfolio›$3.3M
Visionary Wealth Advisors38,694
0.1% of portfolio›$3.3M
Wisconsin Wealth Advisors, LLC38,424
2.7% of portfolio›$3.2M
Moneco Advisors, LLC37,551
0.2% of portfolio›$3.2M
D.A. Davidson & Co.37,229
0.0% of portfolio›$3.1M
Burns J W & Co Inc36,987
0.3% of portfolio›$3.1M
Trinity Wealth Management, LLC36,102
1.0% of portfolio›$3.0M
Virginia Estate & Retirement Planning Advisors Inc.35,903
3.8% of portfolio›$3.0M
GC Wealth Management RIA, LLC35,829
0.1% of portfolio›$3.0M
Childress Capital Advisors, LLC34,162
0.4% of portfolio›$2.9M
Kentucky Trust Co33,955
1.4% of portfolio›$2.9M
Citizens Financial Group Inc33,267
0.0% of portfolio›$2.8M
Patriot Financial Group Insurance Agency, LLC30,533
0.2% of portfolio›$2.6M
Bell Bank30,216
0.1% of portfolio›$2.5M
Mather Group, Llc.29,864
0.0% of portfolio›$2.5M
TD Waterhouse Canada Inc.29,341
0.0% of portfolio›$2.5M
RVW Wealth, LLC29,069
0.2% of portfolio›$2.4M
Mayfair Advisory Group, LLC28,362
0.7% of portfolio›$2.4M
Meridian Financial Advisors, LLC28,116
1.1% of portfolio›$2.4M
GHP Investment Advisors, Inc.28,015
0.1% of portfolio›$2.4M
Bath Savings Trust Co27,832
0.2% of portfolio›$2.3M
Glass Jacobson Investment Advisors llc27,734
0.7% of portfolio›$2.3M
Crestwood Advisors Group, LLC27,623
0.0% of portfolio›$2.3M
Intrua Financial, LLC27,465
0.2% of portfolio›$2.3M
Atria Investments, Inc27,436
0.0% of portfolio›$2.3M
Delta Wealth Advisors LLC26,407
1.5% of portfolio›$2.2M
Fragasso Financial Advisors Inc26,219
0.1% of portfolio›$2.3M
Sherman Wealth Management LLC26,160
1.6% of portfolio›$2.2M
HF Advisory Group, LLC26,098
0.7% of portfolio›$2.2M
Perigon Wealth Management, LLC25,978
0.0% of portfolio›$2.2M
Sage Investment Counsel LLC25,194
2.1% of portfolio›$2.1M
Chicago Partners Investment Group LLC24,681
0.0% of portfolio›$2.0M
Hartford Financial Management Inc.24,429
0.5% of portfolio›$2.1M
Tsfg, LLC24,225
0.0% of portfolio›$2.0K
Members Wealth LLC23,629
1.0% of portfolio›$2.0M
Brookstone Capital Management23,566
0.0% of portfolio›$2.0M
Wealthcare Advisory Partners LLC23,108
0.0% of portfolio›$1.9M
ERn Financial, LLC22,735
0.3% of portfolio›$1.9M
Tempus Wealth Planning, LLC22,102
0.4% of portfolio›$1.9M
Diversify Advisory Services, LLC21,798
0.0% of portfolio›$1.9M
Diversify Wealth Management, LLC21,798
0.0% of portfolio›$1.9M
Larson Financial Group LLC21,394
0.0% of portfolio›$1.8M
Fifth Third Securities, Inc.21,180
0.1% of portfolio›$1.8M
BCS Wealth Management20,848
0.3% of portfolio›$1.8M
Davenport & Co LLC20,814
0.0% of portfolio›$1.8M
Brighton Jones LLC20,394
0.0% of portfolio›$1.7M
Assetmark, Inc20,078
0.0% of portfolio›$1.7M
Bauman Advisory Group, LLC19,680
0.8% of portfolio›$1.7M
HB Wealth Management, LLC19,433
0.0% of portfolio›$1.6M
Parsons Capital Management Inc19,261
0.1% of portfolio›$1.6M
Intelligence Driven Advisers, LLC19,260
0.3% of portfolio›$1.6M
NorthCrest Asset Manangement, LLC18,676
0.0% of portfolio›$1.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management18,595
0.0% of portfolio›$1.6M
Breakwater Capital Group18,130
0.2% of portfolio›$1.5M
Apollon Financial, LLC18,113
0.2% of portfolio›$1.5M
Investors Research Corp18,080
0.3% of portfolio›$1.5M
WealthPlan Investment Management, LLC17,469
0.1% of portfolio›$1.5M
Sovran Advisors, LLC17,462
0.1% of portfolio›$1.5M
Absolute Capital Management, LLC17,136
0.3% of portfolio›$1.4M
Sage Capital Management, LLC17,077
0.5% of portfolio›$1.4M
Tandem Capital Management Corp16,945
0.6% of portfolio›$1.4M
Key FInancial Inc16,902
0.2% of portfolio›$1.4M
Optivise Advisory Services LLC16,724
0.7% of portfolio›$1.4M
Fiscal Wisdom Wealth Management, LLC16,326
1.6% of portfolio›$1.4M
FSA Wealth Partners, Inc.16,023
0.4% of portfolio›$1.3M
Sagace Wealth Management LLC15,980
0.8% of portfolio›$1.3M
Wedbush Securities Inc15,905
0.0% of portfolio›$1.3K
Hazlett, Burt & Watson, Inc.15,463
0.4% of portfolio›$686.6K
Stonehearth Capital Management, LLC15,368
0.4% of portfolio›$1.3M
Wealth Group Ltd15,078
0.2% of portfolio›$1.3M
MSH Capital Advisors LLC15,011
0.2% of portfolio›$1.3M
Legacy Advisors, LLC15,000
0.1% of portfolio›$1.3M
Cadent Capital Advisors, LLC14,952
0.3% of portfolio›$1.3M
Summit Investment Advisors, Inc.\KS14,662
0.6% of portfolio›$1.2M
Foundry Financial LLC14,591
0.4% of portfolio›$1.2M
Sheets Smith Wealth Management14,522
0.1% of portfolio›$1.2M
Greenwood Gearhart LLC14,373
0.1% of portfolio›$1.2M
Kraematon Investment Advisors, Inc14,291
0.9% of portfolio›$1.2M
Advanced Asset Management Advisors Inc13,831
0.3% of portfolio›$1.2M
Kingswood Wealth Advisors, LLC13,557
0.0% of portfolio›$1.1M
Seamount Financial Group Inc13,433
0.4% of portfolio›$1.1M
Cullen T Bankers, Inc.13,233
0.0% of portfolio›$1.1M
Total Clarity Wealth Management, Inc.13,193
0.2% of portfolio›$1.1M
Arthur M. Cohen & Associates, LLC13,090
0.2% of portfolio›$1.1M
Tenet Wealth Partners, LLC12,647
0.7% of portfolio›$1.1M
Independent Financial Group, LLC12,436
0.0% of portfolio›$1.0M
Oppenheimer & Co Inc12,354
0.0% of portfolio›$1.0M
Focused Alpha, LLC12,250
0.3% of portfolio›$1.0M
Redwood Financial Network Corp12,062
0.6% of portfolio›$1.0M
Crescent Grove Advisors, LLC12,035
0.1% of portfolio›$1.0M
Founders Financial Securities LLC11,935
0.0% of portfolio›$1.0M
Curtis Advisory Group, LLC11,826
0.2% of portfolio›$994.3K
Waldron Private Wealth LLC11,568
0.0% of portfolio›$972.6K
Dupree Financial Group, LLC11,441
0.3% of portfolio›$961.9K
Fortitude Advisory Group L.L.C.10,661
0.3% of portfolio›$896.4K
Glenview Trust Co10,364
0.0% of portfolio›$871.4K
HBW Advisory Services LLC10,350
0.1% of portfolio›$870.3K
Signaturefd, LLC10,339
0.0% of portfolio›$869.3K
Pinnacle Associates LTD10,099
0.0% of portfolio›$849.1K
EverSource Wealth Advisors, LLC10,081
0.0% of portfolio›$847.6K
Steele Capital Management, Inc.10,074
0.0% of portfolio›$847.0K
Foster Group, Inc.9,865
0.0% of portfolio›$829.5K
Ridgeline Wealth Planning, LLC9,850
0.5% of portfolio›$828.2K
Richmond Investment Services, LLC9,724
0.3% of portfolio›$817.6K
Lunt Capital Management, Inc.9,519
0.3% of portfolio›$800.4K
International Assets Investment Management, LLC9,312
0.0% of portfolio›$790.8K
Maseco LLP9,296
0.0% of portfolio›$781.8K
Reyes Financial Architecture, Inc.9,152
0.5% of portfolio›$769.5K
Flagship Wealth Advisors, LLC8,906
0.2% of portfolio›$748.8K
Harbor Asset Planning, Inc.8,582
0.5% of portfolio›$721.6K
PFG Advisors8,539
0.0% of portfolio›$717.9K
Ascentis Independent Advisors8,179
0.0% of portfolio›$687.7K
Olistico Wealth, LLC8,140
0.3% of portfolio›$684.4K
Abundance Wealth Counselors8,106
0.1% of portfolio›$681.6K
Bryn Mawr Trust Advisors, LLC7,808
0.0% of portfolio›$656.5K
WealthBridge Capital Management, LLC7,751
0.1% of portfolio›$651.7K
Andina Capital Management, LLC7,732
0.9% of portfolio›$650.1K
Optima Capital LLC7,599
0.3% of portfolio›$638.9K
Mission Wealth Management, LP7,430
0.0% of portfolio›$624.7K
Verdence Capital Advisors LLC7,282
0.0% of portfolio›$612.3K
Redwood Family Wealth LLC7,234
0.5% of portfolio›$608.3K
Riggs Asset Managment Co. Inc.7,162
0.1% of portfolio›$602.2K
Carlson Financial, Inc.7,119
0.3% of portfolio›$598.6K
Argus Investors' Counsel, Inc.7,092
0.5% of portfolio›$596.3K
Sowell Financial Services LLC7,053
0.0% of portfolio›$593.0K
Rossby Financial, LCC6,973
0.1% of portfolio›$586.2K
Ballast Rock Private Wealth LLC6,940
0.3% of portfolio›$583.5K
Advisory Solutions Group, LLC6,903
0.1% of portfolio›$580.4K
Seven Mile Advisory6,864
0.4% of portfolio›$577.1K
Tcfg Investment Advisors, LLC6,783
0.2% of portfolio›$570.3K
1900 Wealth Management LLC6,721
0.0% of portfolio›$565.1K
Invariant Investment Management6,601
0.3% of portfolio›$560.2K
Compound Planning, Inc.6,565
0.0% of portfolio›$552.0K
Johnson Financial Group, LLC6,506
0.0% of portfolio›$547.0K
Capital Investment Advisory Services, LLC6,433
0.0% of portfolio›$540.9K
New England Private Wealth Advisors LLC6,300
0.1% of portfolio›$529.7K
True North Advisors, LLC6,278
0.0% of portfolio›$527.9K
Spire Wealth Management6,253
0.0% of portfolio›$525.7K
Guardian Asset Advisors, LLC6,170
0.2% of portfolio›$518.8K
Retireful, LLC6,134
0.4% of portfolio›$515.7K
ATX Financial Planning, LLC6,105
0.3% of portfolio›$513.3K
Carnegie Investment Counsel6,061
0.0% of portfolio›$509.6K
Triumph Capital Management5,977
0.1% of portfolio›$502.5K
Oppenheimer Asset Management Inc.5,884
0.0% of portfolio›$494.7K
Soltis Investment Advisors LLC5,804
0.0% of portfolio›$488.0K
Badgley Phelps Wealth Managers, LLC5,559
0.0% of portfolio›$467.4K
Cottage Street Advisors LLC5,524
0.2% of portfolio›$464.5K
Biltmore Family Office, LLC5,500
0.1% of portfolio›$462.4K
Signal Advisors Wealth, LLC5,447
0.0% of portfolio›$458.0K
Galvin, Gaustad & Stein, LLC5,406
0.0% of portfolio›$454.6K
Capital Asset Advisory Services LLC5,391
0.0% of portfolio›$452.0K
Latitude Advisors, LLC5,327
0.1% of portfolio›$447.9K
55 North Private Wealth, LLC5,323
0.1% of portfolio›$447.6K
KDK Private Wealth Management, LLC5,310
0.4% of portfolio›$446.4K
West Wealth Group, LLC5,243
0.1% of portfolio›$440.8K
US Bancorp \de\5,175
0.0% of portfolio›$435.1K
Financial Advisory Corp5,150
0.1% of portfolio›$433.0K
Quantum Financial Partners LLC5,125
0.2% of portfolio›$430.9K
Stevens Capital Partners5,011
0.1% of portfolio›$421.3K
Valeo Financial Advisors, LLC5,009
0.0% of portfolio›$421.2K
ARQ Wealth Advisors, LLC4,805
0.0% of portfolio›$404.0K
Avaii Wealth Management, LLC4,795
0.1% of portfolio›$406.9K
Lanark Financial, Inc.4,721
0.0% of portfolio›$397.0K
Wespac Advisors, LLC4,718
0.2% of portfolio›$396.7K
WJ Wealth Management, LLC4,685
0.2% of portfolio›$393.9K
Verus Capital Partners, LLC4,553
0.0% of portfolio›$382.8K
Integrity Advisory Solutions, LLC4,451
0.0% of portfolio›$374.3K
Calamos Wealth Management LLC4,403
0.0% of portfolio›$370.2K
Lantern Wealth Advisors, LLC4,339
0.2% of portfolio›$364.9K
Midwest Trust Co4,331
0.0% of portfolio›$364.2K
AMG National Trust Bank4,300
0.0% of portfolio›$361.5K
Aegon USA Investment Management, LLC4,270
0.3% of portfolio›$359.0K
Maltin Wealth Management, Inc.4,269
0.1% of portfolio›$358.9K
VestGen Advisors, LLC4,248
0.0% of portfolio›$357.2K
Titleist Asset Management, LLC4,207
0.0% of portfolio›$353.7K
Prosperity Financial Group, Inc.4,186
0.1% of portfolio›$352.0K
Diversified Enterprises, LLC4,123
0.0% of portfolio›$346.7K
Commonwealth Financial Services, LLC4,102
0.1% of portfolio›$344.9K
BCU Wealth Advisors, LLC4,025
0.1% of portfolio›$338.5K
Armbruster Capital Management, Inc.4,000
0.1% of portfolio›$336.3K
McAdam, LLC3,869
0.0% of portfolio›$325.3K
Parkside Financial Bank & Trust3,829
0.0% of portfolio›$322.0K
Everhart Financial Group, Inc.3,795
0.0% of portfolio›$319.1K
Courier Capital LLC3,782
0.0% of portfolio›$318.0K
Hager Investment Management Services, LLC3,742
0.1% of portfolio›$314.6K
MBE Wealth Management, LLC3,729
0.1% of portfolio›$313.5K
Wealth Architects, LLC3,694
0.0% of portfolio›$310.6K
Convergence Financial, LLC3,673
0.0% of portfolio›$308.8K
Novem Group3,639
0.0% of portfolio›$306.0K
Adamsbrown Wealth Consultants LLC3,632
0.1% of portfolio›$305.4K
Single Point Partners, LLC3,606
0.1% of portfolio›$303.2K
Spinnaker Investment Group, LLC3,505
0.0% of portfolio›$294.7K
LVZ, Inc.3,431
0.0% of portfolio›$288.5K
MassMutual Private Wealth & Trust, FSB3,378
0.0% of portfolio›$284.0K
Guerra PAN Advisors, LLC3,316
0.2% of portfolio›$279.5K
CoreCap Advisors, LLC3,249
0.0% of portfolio›$273.2K
Hibernia Wealth Partners, LLC3,237
0.1% of portfolio›$272.2K
Indiana Trust & Investment Management Co3,209
0.1% of portfolio›$269.8K
Simplicity Wealth,LLC3,159
0.0% of portfolio›$265.6K
Prime Capital Investment Advisors, LLC3,146
0.0% of portfolio›$264.5K
Pinnacle Wealth Management Advisory Group, LLC3,139
0.0% of portfolio›$263.9K
B. Riley Wealth Advisors, Inc.3,131
0.0% of portfolio›$263.3K
McKinley Carter Wealth Services, Inc.3,041
0.0% of portfolio›$255.7K
Professional Financial Advisors, LLC3,039
0.0% of portfolio›$255.5K
Total Wealth Planning & Management, Inc.3,020
0.2% of portfolio›$253.9K
Decision Investments, Inc3,018
0.2% of portfolio›$253.8K
Almanack Investment Partners, Llc.2,980
0.0% of portfolio›$250.6K
Financial Security Advisor, Inc.2,960
0.0% of portfolio›$248.9K
Creekside Partners2,960
0.1% of portfolio›$248.9K
Fullerton Advisors, LLC2,915
0.2% of portfolio›$245.1K
Avantax Planning Partners, Inc.2,860
0.0% of portfolio›$240.5K
Abel Hall, LLC2,852
0.0% of portfolio›$239.8K
Trek Financial, LLC2,820
0.0% of portfolio›$237.1K
AlphaStar Capital Management, LLC2,774
0.0% of portfolio›$233.2K
RMR Wealth Builders2,766
0.0% of portfolio›$232.5K
North Point Portfolio Managers Corp2,701
0.0% of portfolio›$227.1K
BAR Harbor Wealth Management2,700
0.0% of portfolio›$227.0K
GW Henssler & Associates LTD2,683
0.0% of portfolio›$225.6K
Apollon Wealth Management, LLC2,641
0.0% of portfolio›$222.0K
Root Financial Partners, LLC2,598
0.0% of portfolio›$218.5K
Signature Estate & Investment Advisors LLC2,587
0.0% of portfolio›$217.5K
Crown Wealth Group, LLC2,578
0.1% of portfolio›$216.8K
Strategic Advisors LLC2,574
0.0% of portfolio›$216.4K
Kathmere Capital Management, LLC2,572
0.0% of portfolio›$216.3K
Covenant Asset Management, LLC2,567
0.0% of portfolio›$215.8K
CGC Financial Services, LLC2,560
0.0% of portfolio›$215.2K
Allspring Global Investments Holdings, LLC2,522
0.0% of portfolio›$213.8K
AlphaCore Capital LLC2,519
0.0% of portfolio›$211.8K
Essex LLC2,506
0.0% of portfolio›$210.7K
Leelyn Smith, LLC2,503
0.0% of portfolio›$210.5K
Basso Capital Management, L.P.2,467
0.0% of portfolio›$207.4K
Sima Wealth Partners, LLC2,462
0.1% of portfolio›$207.0K
Curry Webb Wealth Management LLC2,458
0.1% of portfolio›$221.5K
Pennsylvania Capital Management Inc2,424
0.0% of portfolio›$203.8K
GFS Advisors, LLC2,415
0.0% of portfolio›$203.0K
Gaddis Premier Wealth Advisors LLC2,412
0.1% of portfolio›$202.8K
Outlook Wealth Advisors, LLC2,402
0.0% of portfolio›$202.0K
Sarver Vrooman Wealth Advisors2,209
0.1% of portfolio›$185.7K
Balentine LLC2,164
0.0% of portfolio›$181.9K
GK Wealth Management LLC2,111
0.1% of portfolio›$177.5K
Ashton Thomas Private Wealth, LLC2,105
0.0% of portfolio›$177.0K
Thurston, Springer, Miller, Herd & Titak, Inc.2,075
0.3% of portfolio›$174.5K
Dhjj Financial Advisors, Ltd.1,656
0.0% of portfolio›$139.2K
Bokf, NA1,614
0.0% of portfolio›$135.7K
Portfolio Resources Advisor Group, Inc.1,556
0.1% of portfolio›$130.8K
Global Trust Asset Management, LLC1,490
0.0% of portfolio›$125.3K
Nova Financial LLC1,419
0.1% of portfolio›$119.3K
Valley National Advisers Inc1,403
0.0% of portfolio›$118.0K
Nvwm, LLC1,351
0.0% of portfolio›$113.6K
Beacon Investment Advisory Services, Inc.1,243
0.0% of portfolio›$104.5K
Creative Capital Management Investments LLC1,170
0.0% of portfolio›$98.4K
Richards, Merrill & Peterson, Inc.1,165
0.0% of portfolio›$98.0K
Independence Bank of Kentucky1,114
0.0% of portfolio›$93.7K
MTM Investment Management, LLC1,100
0.0% of portfolio›$92.5K
SYM Financial Corp1,055
0.0% of portfolio›$88.7K
Noble Wealth Management PBC1,050
0.0% of portfolio›$88.3K
Investment Research & Advisory Group, Inc.1,011
0.0% of portfolio›$85.0K
CX Institutional966
0.0% of portfolio›$81
Pinnacle Bancorp, Inc.928
0.0% of portfolio›$78.0K
Arvest Investments, Inc.821
0.0% of portfolio›$69.0K
Adirondack Trust Co818
0.0% of portfolio›$68.8K
Center for Financial Planning, Inc.766
0.0% of portfolio›$64.4K
Armstrong Advisory Group, Inc736
0.0% of portfolio›$61.9K
Salomon & Ludwin, LLC691
0.0% of portfolio›$58.1K
Reap Financial Group, LLC533
0.0% of portfolio›$44.8K
Silver Grove Financial Group, Inc.527
0.0% of portfolio›$44.3K
Family Capital Trust Co504
0.0% of portfolio›$42.4K
Burkett Financial Services, LLC504
0.0% of portfolio›$42.4K
Highline Wealth Partners LLC493
0.0% of portfolio›$41.5K
Signature Equity Partners, LLC411
0.0% of portfolio›$34.5K
William Mack & Associates, Inc.400
0.0% of portfolio›$33.6K
Bell Investment Advisors, Inc370
0.0% of portfolio›$31.1K
Ascentis Wealth Management, LLC343
0.0% of portfolio›$28.8K
Tompkins Financial Corp300
0.0% of portfolio›$25.2K
Pacific Center for Financial Services282
0.0% of portfolio›$23.7K
Pinnacle Wealth Planning Services, Inc.260
0.0% of portfolio›$21.9K
First Horizon Corp255
0.0% of portfolio›$21.4K
Cape Investment Advisory, Inc.225
0.0% of portfolio›$18.9K
Compass Wealth Management LLC204
0.0% of portfolio›$17.2K
Madden Securities Corp200
0.0% of portfolio›$16.8K
Pension & Wealth Management Advisors, Inc.190
0.0% of portfolio›$16.0K
Abound Wealth Management189
0.0% of portfolio›$15.9K
Moisand Fitzgerald Tamayo, LLC188
0.0% of portfolio›$15.8K
Pathway Financial Advisers, LLC187
0.0% of portfolio›$15.7K
Plante Moran Financial Advisors, LLC183
0.0% of portfolio›$15.3K
Cdkv Holdings LLC178
0.0% of portfolio›$15.0K
Register Financial Advisors LLC162
0.0% of portfolio›$13.6K
Nvest Wealth Strategies, Inc.151
0.0% of portfolio›$12.7K
Golden State Wealth Management, LLC135
0.0% of portfolio›$11.4K
Whipplewood Advisors, LLC133
0.0% of portfolio›$11.2K
1620 Investment Advisors, Inc.131
0.0% of portfolio›$11.0K
Godsey & Gibb, Inc118
0.0% of portfolio›$9.9K
Cassaday & Co Wealth Management LLC116
0.0% of portfolio›$9.8K
City State Bank111
0.0% of portfolio›$9.3K
Centerpoint Advisors, LLC102
0.0% of portfolio›$9
Bullock Wealth Management Group101
0.0% of portfolio›$8.5K
Halbert Hargrove Global Advisors, LLC92
0.0% of portfolio›$7.7K
Bfsg, LLC80
0.0% of portfolio›$6.7K
Nemes Rush Group LLC78
0.0% of portfolio›$6.5K
Lloyd Advisory Services, Llc.73
0.0% of portfolio›$6.1K
Hughes Financial Services, LLC70
0.0% of portfolio›$5.9K
Evermay Wealth Management LLC62
0.0% of portfolio›$5.2K
IMG Wealth Management, Inc.55
0.0% of portfolio›$4.6K
Gamma Investing LLC54
0.0% of portfolio›$4.5K
Asset Dedication, LLC52
0.0% of portfolio›$4.4K
Nfsg Corp44
0.0% of portfolio›$3.7K
Versant Capital Management, Inc32
0.0% of portfolio›$2.7K
Buck Wealth Strategies, LLC32
0.0% of portfolio›$2.7K
Vermillion Wealth Management, Inc.28
0.0% of portfolio›$2.4K
Westside Investment Management, Inc.17
0.0% of portfolio›$1.4K
FinArc Investments, Inc.16
0.0% of portfolio›$1.3K
Trust Co of Vermont13
0.0% of portfolio›$1.1K
Barrett & Company, Inc.6
0.0% of portfolio›$510
Townsend Asset Management Corp3
0.0% of portfolio›$253
TD Private Client Wealth LLC2
0.0% of portfolio›$168
Elyxium Wealth, LLC1
0.0% of portfolio›$60
Burk Holdings LLC0
0.0% of portfolio›$36
StyleTurnoverLocationFiled
Cliftonlarsonallen Wealth Advisors, LLC
7,724,643$649.5M8.5%ETFLowMinneapolis, MN2026-10-14
Wealth Enhancement Advisory Services, LLC
6,273,230$534.8M0.8%CoreLowPlymouth, MN2026-10-13
Vantagepoint Investment Advisers LLC
3,203,395$269.3M2.0%ETFVery LowWashington, DC2026-10-26
Bank of New York Mellon Corp
2,025,966$170.3M0.0%CoreLowNew York, NY2026-11-05
Commonwealth Equity Services, LLC
1,099,973$92.5M0.1%ETFLowWaltham, MA2026-11-02
Independence Asset Advisors, LLC
986,930$83.0M19.5%ETFVery LowWynnewood,, PA2026-10-23
Kestra Advisory Services, LLC
899,891$75.7M0.2%CoreLowAustin, TX2026-11-02
Demars Financial Group, LLC
776,231$65.3M17.1%ETFLowSpokane Valley, WA2026-10-22
Compass Ion Advisors, LLC
774,286$65.1M5.5%ETFVery LowConshohocken, PA2026-10-23
Evensky & Katz LLC
764,289$64.3M8.8%ETFVery LowCoral Gables, FL2026-10-27
Paragon Capital Management Ltd
693,911$58.3M10.7%CoreVery LowDenver, CO2026-10-09
SAX Wealth Advisors, LLC
663,646$55.8M1.6%ETFVery LowParsippany, NJ2026-10-13
Jnba Financial Advisors
526,219$44.2M3.3%ETFMediumBloomington, MN2026-11-03
Union Savings Bank
494,027$41.5M16.6%CoreLowLitchfield, CT2026-10-14
Wealth Management Resources, Inc.
490,734$41.3M12.7%ETFVery LowSmithfield, RI2026-10-21
Alpine Bank Wealth Management
478,017$40.2M5.2%ETFHighGrand Junction, CO2026-10-16
Wealth Enhancement Trust Services, Inc.
404,480$34.0M3.6%GrowthMediumSioux Falls, SD2026-10-07
Cambridge Investment Research Advisors, Inc.
395,713$33.3M0.2%ETFLowFairfield, IA2026-11-02
Truist Financial Corp
391,453$32.9M0.0%CoreLowCharlotte, NC2026-10-30
Ballast, Inc.
388,010$32.6M6.1%ETFLowLexington, KY2026-10-20
Evergreen Capital Management LLC
358,209$30.1M0.5%GARPMediumBellevue, WA2026-10-23
Orgel Wealth Management, LLC
345,076$29.0M0.5%ETFMediumAltoona, WI2026-10-14
Clearview Wealth Management LLC
297,474$25.4M19.1%ETFLowIrvine, CA2026-10-16
Summit Wealth Group LLC / Co
271,946$22.9M1.4%ETFHighColorado Springs, CO2026-10-29
Redhawk Wealth Advisors, Inc.
263,103$22.1M2.2%ETFHighMinneapolis, MN2026-10-14
Creative Financial Designs Inc
239,398$20.1M0.9%ETFMediumKokomo, IN2026-11-04
Thrivent Financial for Lutherans
235,630$19.9M0.1%GARPMediumMinneapolis, MN2026-11-05
Graves Light Lenhart Wealth, Inc.
234,840$19.7M1.8%ETFVery LowHarrisonburg, VA2026-10-09
Focus Financial Network, Inc.
225,172$18.9M0.6%ETFLowMinneapolis, MN2026-10-14
Burns Matteson Capital Management, LLC
224,909$18.9M6.6%CoreMediumCorning, NY2026-10-16
Farther Finance Advisors, LLC
223,724$18.8M0.1%IndexLowSan Francisco, CA2026-10-08
Stackstone Wealth, LLC
222,226$18.7M1.8%CoreN/ADubuque, IA2026-10-19
Crusonia Wealth Advisors LLC
218,437$18.4M2.8%ETFVery LowDenver, CO2026-10-26
Vestor Capital, LLC
208,838$9.6K0.6%ValueMediumChicago, IL2026-11-04
Davidson Capital Management Inc.
204,842$17.2M2.8%GrowthMediumCorpus Christi, TX2026-10-15
Lido Advisors, LLC
203,968$17.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Cresta Advisors, Ltd.
198,193$16.7M7.3%ETFVery LowLaredo, TX2026-10-14
RFG Advisory, LLC
194,920$16.4M0.2%ETFMediumBirmingham, AL2026-11-03
Prevail Innovative Wealth Advisors, LLC
194,563$16.6M2.1%CoreVery HighLeawood, KS2026-10-20
Keybank National Association
192,729$16.2M0.1%CoreLowBrooklyn, OH2026-11-04
Sterling Group Wealth Management, LLC
191,780$16.1M6.3%ETFLowPasadena, CA2026-11-03
Hoese & Co LLP
163,108$13.7M9.0%ETFLowGlencoe, MN2026-10-21
Sage Mountain Advisors LLC
156,392$13.1M0.8%ETFLowAtlanta, GA2026-11-02
Symphony Financial, Ltd. Co.
155,654$13.2M1.2%GrowthLowHouston, TX2026-10-22
Cornerstone Wealth Management, LLC
150,892$12.7M0.5%ETFVery LowSt. Peters, MO2026-11-04
Sierra Ocean, LLC
150,491$12.7M7.8%ETFLowRipon, CA2026-11-03
Compass Financial Group, Inc. (Ohio)
149,694$12.6M8.3%ETFMediumDublin, OH2026-10-19
Lynx Investment Advisory
148,608$12.5M4.1%ETFLowWashington, Dc, DC2026-10-27
Concurrent Investment Advisors, LLC
145,484$12.2M0.1%GrowthMediumTampa, FL2026-10-16
Integrity Investment Advisors, LLC
144,968$12.2M4.8%ETFMediumFort Collins, CO2026-11-03
Citigroup Inc
136,697$11.5M0.0%CoreMediumNew York, NY2026-11-04
Cedar Mountain Advisors, LLC
133,741$11.2M1.9%ETFVery LowLake Oswego, OR2026-10-15
Concord Wealth Partners
130,428$11.0M1.3%GrowthLowAbingdon, VA2026-11-02
Owl Creek Wealth Partners LLC
129,963$10.9M3.1%IndexLowGreenwood Village, CO2026-10-20
Santori & Peters, Inc.
129,422$10.9M2.9%GrowthVery LowCanonsburg, PA2026-10-26
Creative Planning
129,156$10.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Certified Advisory Corp
128,080$10.8M0.9%ETFLowAltamonte Springs, FL2026-10-29
Artesa Financial Group, LLC
122,673$10.3M8.3%ETFLowConroe, TX2026-10-29
Endowment Wealth Management, Inc.
117,890$9.9M3.4%ETFMediumAppleton, WI2026-11-03
Elevation Capital Advisory, LLC
116,387$9.8M3.8%ETFVery HighBend, OR2026-10-29
Legacy Private Trust Co.
115,644$9.7M0.5%ETFLowNeenah, WI2026-10-06
Family Capital Management, Inc.
114,603$9.6M3.7%ETFLowGrand Rapids, MI2026-11-03
Vaquero Private Wealth, LTD
111,932$9.4M2.0%ETFN/ADallas, TX2026-10-27
Trilogy Capital Inc.
109,486$9.2M0.4%ETFMediumIrvine, CA2026-10-20
Asset Allocation Strategies LLC
106,446$8.9M1.3%ETFMediumFarmington, MI2026-10-20
Keystone Global Partners, LLC
106,321$8.9M3.2%ETFMediumDenver, CO2026-10-13
Flagship Private Wealth, LLC
106,004$8.9M3.1%ETFLowWoburn, MA2026-11-05
Eagle Strategies LLC
105,476$8.9M0.9%ETFLowNew York, NY2026-10-16
GLR Partners, LLC
105,473$8.9M4.1%GrowthN/AColumbia, MD2026-11-04
Park Avenue Securities LLC
103,872$8.7M0.1%ETFMediumNew York, NY2026-10-26
Fidelity D & D Bancorp Inc
103,796$8.7M2.9%ETFVery LowScranton, PA2026-11-05
Henshaw Capital LLC
100,000$8.4M0.3%GrowthVery LowWoburn, MA2026-11-03
Dynamic Wealth Strategies, LLC
92,960$7.8M4.2%ETFLowGranite Bay, CA2026-10-16
Vigilare Wealth Management
91,542$7.7M2.4%ETFHighScottsdale, AZ2026-10-29
MGO One Seven LLC
90,329$7.6M0.1%GrowthLowBeachwood, OH2026-10-28
United Community Bank
89,720$7.5M2.2%CoreLowGreenville, SC2026-10-28
Park Edge Advisors, LLC
89,266$7.5M1.6%CoreMediumCleveland, OH2026-10-28
Northwest Financial Advisors
86,719$7.3M1.0%ETFLowHerndon, VA2026-10-27
Wingate Wealth Advisors, Inc.
86,493$7.3M3.0%ETFVery LowLexington, MA2026-10-26
Beaumont Asset Management, L.L.C.
84,205$7.1M2.4%ETFLowBeaumont, TX2026-10-16
Kestra Private Wealth Services, LLC
83,724$7.0M0.1%GrowthLowAustin, TX2026-10-30
Weaver Consulting Group
82,758$7.0M1.4%ETFLowHuntington Beach, CA2026-10-07
TSG Advice Partners, LLC
82,050$7.4M1.0%ETFN/AColumbus, OH2026-10-29
First Security Investment Management, Inc.
81,162$6.8M5.6%ETFVery LowLittle Rock, AR2026-11-05
Well Done, LLC
80,063$6.7M0.9%ETFLowHolland, MI2026-10-20
IFP Advisors, Inc
79,487$6.7M0.1%GrowthLowTampa, FL2026-10-16
Provenance Wealth Advisors, LLC
76,882$6.5M0.4%ETFLowFort Lauderdale, FL2026-10-30
Fiduciary Alliance LLC
76,652$6.4M0.5%CoreMediumGreenville, SC2026-10-13
Berkeley, Inc
76,520$6.4M2.0%CoreLowBoise, ID2026-10-20
KPP Advisory Services LLC
75,098$6.3M1.1%GrowthMediumLouisville, KY2026-10-26
Indivisible Partners
72,058$6.1M0.3%GrowthMediumClearwater, FL2026-10-26
Onyx Bridge Wealth Group LLC
71,460$6.0M0.5%ETFMediumTarrytown, NY2026-10-16
Flagship Harbor Advisors, LLC
70,141$5.9M0.2%ETFMediumBoston, MA2026-10-26
Family Investment Center, Inc.
69,006$5.8M1.0%ETFMediumSaint Joseph, MO2026-10-19
Vise Technologies, Inc.
68,081$5.7M0.0%IndexLowNew York, NY2026-10-29
Perryman Financial Advisory Inc
66,017$5.6M0.7%GrowthVery LowDallas, TX2026-10-16
Integrity Alliance, Llc.
64,297$5.4M0.2%ETFMediumUrbandale, IA2026-10-29
Lionshead Wealth Management, LLC
63,498$5.3M3.6%ETFLowNew York, NY2026-10-21
Prota Financial, LLC
63,061$5.4M3.4%ETFMediumHouston, TX2026-10-08
Parallel Advisors, LLC
62,258$5.2M0.1%IndexLowSan Francisco, CA2026-11-03
High Net Worth Advisory Group LLC
59,760$5.0M1.1%ETFVery LowNaples, FL2026-10-26
Clear Creek Financial Management, LLC
59,601$5.0M0.4%ETFMediumSilverdale, WA2026-10-28
Dynamic Advisor Solutions LLC
59,177$5.0M0.1%ETFLowPhoenix, AZ2026-10-13
Montag A & Associates Inc
58,907$5.0M0.2%CoreLowAtlanta, GA2026-10-29
Avior Wealth Management, LLC
57,844$4.9M0.1%ETFMediumOmaha, NE2026-10-13
Sigma Planning Corp
57,533$4.8M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Fortune Financial Group, Inc.
54,420$4.6M4.1%ETFHighNaples, FL2026-10-22
Cerro Pacific Wealth Advisors LLC
54,192$4.6M1.0%GrowthLowSan Luis Obispo, CA2026-10-22
Capital Advisors, Ltd. LLC
53,832$4.5M2.1%ETFLowShaker Heights, OH2026-10-27
Kroeger Financial Partners
53,401$4.5M4.5%ETFN/AGrass Valley, CA2026-10-19
XY Planning Network, Inc.
53,007$4.5M0.5%ETFLowBozeman, MT2026-10-14
Uptick Partners, LLC
52,263$4.4M0.6%ETFLowNacogdoches, TX2026-11-04
J.W. Cole Advisors, Inc.
50,480$4.2M0.1%IndexLowTampa, FL2026-11-05
Topor & Co. Korea
50,051$4.2M3.3%ETFN/ASeoul, Malaysia2026-10-22
Prospera Financial Services Inc
49,801$4.1M0.1%CoreMediumDallas, TX2026-11-04
Private Trust Co NA
48,397$4.1M0.3%CoreLowCleveland, OH2026-10-20
Wetzel Investment Advisors, Inc.
47,629$4.0M1.4%ETFLowIndianapolis, IN2026-10-13
BNB Wealth Management, LLC
47,310$4.0M2.2%ETFMediumSilver Spring, MD2026-10-28
Providence First Trust Co
46,407$3.9M1.3%ETFMediumScottsdale, AZ2026-11-02
Lmcg Investments, LLC
45,850$3.9M0.2%CoreLowBoston, MA2026-10-21
DBK Financial Counsel, LLC
44,828$3.8M3.0%ETFVery LowCuyahoga Falls, OH2026-10-13
Verum Partners LLC
43,842$3.7M0.6%ETFLowCharlotte, NC2026-10-21
Platform Technology Partners
41,125$3.5M0.5%CoreVery LowLocust Valley, NY2026-11-02
Centerpoint Advisory Group
39,832$3.3M2.1%ETFLowOverland Park, KS2026-10-23
HUB Investment Partners, LLC
39,558$3.3M0.1%GrowthLowAustin, TX2026-11-03
Visionary Wealth Advisors
38,694$3.3M0.1%ETFLowO'Fallon, IL2026-11-04
Wisconsin Wealth Advisors, LLC
38,424$3.2M2.7%ETFLowSun Prairie, WI2026-10-08
Moneco Advisors, LLC
37,551$3.2M0.2%ETFLowFairfield, CT2026-11-05
D.A. Davidson & Co.
37,229$3.1M0.0%CoreLowGreat Falls, MT2026-10-28
Burns J W & Co Inc
36,987$3.1M0.3%GrowthVery LowDewitt, NY2026-10-20
Trinity Wealth Management, LLC
36,102$3.0M1.0%ETFMediumBerwyn, PA2026-10-13
Virginia Estate & Retirement Planning Advisors Inc.
35,903$3.0M3.8%ETFLowGlen Allen, VA2026-10-14
GC Wealth Management RIA, LLC
35,829$3.0M0.1%GrowthMediumCambridge, MA2026-11-02
Childress Capital Advisors, LLC
34,162$2.9M0.4%GARPMediumHouston, TX2026-10-28
Kentucky Trust Co
33,955$2.9M1.4%CoreVery LowDanville, KY2026-10-15
Citizens Financial Group Inc
33,267$2.8M0.0%GrowthLowProvidence, RI2026-10-23
Patriot Financial Group Insurance Agency, LLC
30,533$2.6M0.2%GrowthLowWalpole, MA2026-10-14
Bell Bank
30,216$2.5M0.1%ETFLowFargo, ND2026-10-21
Mather Group, Llc.
29,864$2.5M0.0%ETFMediumChicago, IL2026-10-14
TD Waterhouse Canada Inc.
29,341$2.5M0.0%CoreLowToronto, Australia2026-10-16
RVW Wealth, LLC
29,069$2.4M0.2%ETFVery LowLos Angeles, CA2026-10-06
Mayfair Advisory Group, LLC
28,362$2.4M0.7%ETFLowBirmingham, AL2026-10-20
Meridian Financial Advisors, LLC
28,116$2.4M1.1%ETFVery LowHolliston, MA2026-10-14
GHP Investment Advisors, Inc.
28,015$2.4M0.1%CoreVery LowDenver, CO2026-10-15
Bath Savings Trust Co
27,832$2.3M0.2%CoreLowBath, ME2026-10-07
Glass Jacobson Investment Advisors llc
27,734$2.3M0.7%ETFLowOwings Mills, MD2026-10-26
Crestwood Advisors Group, LLC
27,623$2.3M0.0%GrowthLowBoston, MA2026-10-27
Intrua Financial, LLC
27,465$2.3M0.2%ETFMediumHouston, TX2026-10-28
Atria Investments, Inc
27,436$2.3M0.0%CoreMediumCharlotte, NC2026-10-15
Delta Wealth Advisors LLC
26,407$2.2M1.5%ETFMediumIndianapolis, IN2026-10-09
Fragasso Financial Advisors Inc
26,219$2.3M0.1%ETFLowSewickley, PA2026-10-13
Sherman Wealth Management LLC
26,160$2.2M1.6%ETFLowGaithersburg, MD2026-10-16
HF Advisory Group, LLC
26,098$2.2M0.7%ValueLowAnnapolis, MD2026-10-09
Perigon Wealth Management, LLC
25,978$2.2M0.0%GrowthLowSan Francisco, CA2026-10-22
Sage Investment Counsel LLC
25,194$2.1M2.1%ValueMediumFranklin, TN2026-10-26
Chicago Partners Investment Group LLC
24,681$2.0M0.0%GARPLowChicago, IL2026-10-27
Hartford Financial Management Inc.
24,429$2.1M0.5%CoreLowWest Hartford, CT2026-10-21
Tsfg, LLC
24,225$2.0K0.0%ETFLowLake Forest, IL2026-10-23
Members Wealth LLC
23,629$2.0M1.0%ETFLowMedia, PA2026-10-20
Brookstone Capital Management
23,566$2.0M0.0%ETFMediumWheaton, IL2026-10-22
Wealthcare Advisory Partners LLC
23,108$1.9M0.0%ETFLowWest Chester, PA2026-10-21
ERn Financial, LLC
22,735$1.9M0.3%ETFVery LowMiddleton, WI2026-10-28
Tempus Wealth Planning, LLC
22,102$1.9M0.4%ETFMediumIrvine, CA2026-10-14
Diversify Advisory Services, LLC
21,798$1.9M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
21,798$1.9M0.0%GrowthMediumSandy, UT2026-10-20
Larson Financial Group LLC
21,394$1.8M0.0%GrowthLowSt Louis, MO2026-11-05
Fifth Third Securities, Inc.
21,180$1.8M0.1%ETFLowCincinnati, OH2026-10-21
BCS Wealth Management
20,848$1.8M0.3%ETFVery LowJohnson City, TN2026-11-03
Davenport & Co LLC
20,814$1.8M0.0%CoreMediumRichmond, VA2026-10-14
Brighton Jones LLC
20,394$1.7M0.0%CoreVery LowSeattle, WA2026-11-03
Assetmark, Inc
20,078$1.7M0.0%ETFLowConcord, CA2026-10-21
Bauman Advisory Group, LLC
19,680$1.7M0.8%ETFMediumLas Vegas, NV2026-10-29
HB Wealth Management, LLC
19,433$1.6M0.0%IndexVery LowAtlanta, GA2026-10-23
Parsons Capital Management Inc
19,261$1.6M0.1%CoreLowProvidence, RI2026-10-28
Intelligence Driven Advisers, LLC
19,260$1.6M0.3%ETFLowCarlsbad, CA2026-10-09
NorthCrest Asset Manangement, LLC
18,676$1.6M0.0%GrowthLowPlymouth, MN2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
18,595$1.6M0.0%GrowthVery LowSeattle, WA2026-10-27
Breakwater Capital Group
18,130$1.5M0.2%ETFLowParamus, NJ2026-10-09
Apollon Financial, LLC
18,113$1.5M0.2%ETFVery LowMount Pleasant, SC2026-10-23
Investors Research Corp
18,080$1.5M0.3%ETFLowAtlanta, GA2026-10-07
WealthPlan Investment Management, LLC
17,469$1.5M0.1%GrowthMediumOmaha, NE2026-10-15
Sovran Advisors, LLC
17,462$1.5M0.1%ETFMediumSan Diego, CA2026-11-02
Absolute Capital Management, LLC
17,136$1.4M0.3%ETFMediumPittsburgh, PA2026-10-16
Sage Capital Management, LLC
17,077$1.4M0.5%ETFLowStockton, NJ2026-10-20
Tandem Capital Management Corp
16,945$1.4M0.6%CoreLowWoodcliff Lake, NJ2026-10-22
Key FInancial Inc
16,902$1.4M0.2%ETFLowWest Chester, PA2026-11-02
Optivise Advisory Services LLC
16,724$1.4M0.7%ETFMediumFranklin, TN2026-10-19
Fiscal Wisdom Wealth Management, LLC
16,326$1.4M1.6%ETFMediumCanton, CT2026-10-16
FSA Wealth Partners, Inc.
16,023$1.3M0.4%ETFHighRockville, MD2026-10-26
Sagace Wealth Management LLC
15,980$1.3M0.8%ETFLowSt. Petersburg, FL2026-10-28
Wedbush Securities Inc
15,905$1.3K0.0%CoreLowPasadena, CA2026-10-22
Hazlett, Burt & Watson, Inc.
15,463$686.6K0.4%CoreVery LowWheeling, WV2026-11-04
Stonehearth Capital Management, LLC
15,368$1.3M0.4%ETFMediumDanvers, MA2026-10-13
Wealth Group Ltd
15,078$1.3M0.2%ETFLowEden Prairie, MN2026-10-07
MSH Capital Advisors LLC
15,011$1.3M0.2%CoreLowScottsdale, AZ2026-11-03
Legacy Advisors, LLC
15,000$1.3M0.1%ETFLowPlymouth Meeting, PA2026-10-19
Cadent Capital Advisors, LLC
14,952$1.3M0.3%ETFHighTulsa, OK2026-10-09
Summit Investment Advisors, Inc.\KS
14,662$1.2M0.6%N/AN/ALeawood, KS2026-11-05
Foundry Financial LLC
14,591$1.2M0.4%ETFMediumPasadena, CA2026-10-16
Sheets Smith Wealth Management
14,522$1.2M0.1%CoreLowWinston-Salem, NC2026-10-16
Greenwood Gearhart LLC
14,373$1.2M0.1%ETFLowFayetteville, AR2026-11-02
Kraematon Investment Advisors, Inc
14,291$1.2M0.9%MomentumLowBraintree, MA2026-11-02
Advanced Asset Management Advisors Inc
13,831$1.2M0.3%CoreVery LowDublin, OH2026-10-20
Kingswood Wealth Advisors, LLC
13,557$1.1M0.0%GrowthLowSan Diego, CA2026-10-23
Seamount Financial Group Inc
13,433$1.1M0.4%ETFLowColorado Springs, CO2026-10-21
Cullen T Bankers, Inc.
13,233$1.1M0.0%GrowthLowSan Antonio, TX2026-10-28
Total Clarity Wealth Management, Inc.
13,193$1.1M0.2%ETFMediumSt. Charles, IL2026-10-26
Arthur M. Cohen & Associates, LLC
13,090$1.1M0.2%GrowthVery LowNorthbrook, IL2026-10-26
Tenet Wealth Partners, LLC
12,647$1.1M0.7%ETFN/AChampaign, IL2026-10-19
Independent Financial Group, LLC
12,436$1.0M0.0%GrowthLowSan Diego, CA2026-10-13
Oppenheimer & Co Inc
12,354$1.0M0.0%CoreLowNew York, NY2026-10-26
Focused Alpha, LLC
12,250$1.0M0.3%CoreMediumDenver, CO2026-10-20
Redwood Financial Network Corp
12,062$1.0M0.6%ETFLowSolon, OH2026-11-03
Crescent Grove Advisors, LLC
12,035$1.0M0.1%ETFLowLake Forest, IL2026-10-21
Founders Financial Securities LLC
11,935$1.0M0.0%ETFMediumTowson, MD2026-10-28
Curtis Advisory Group, LLC
11,826$994.3K0.2%ETFLowSanta Barbara, CA2026-10-28
Waldron Private Wealth LLC
11,568$972.6K0.0%ETFVery LowBridgeville, PA2026-11-02
Dupree Financial Group, LLC
11,441$961.9K0.3%YieldMediumLexington, KY2026-10-09
Fortitude Advisory Group L.L.C.
10,661$896.4K0.3%GrowthMediumGig Harbor, WA2026-10-15
Glenview Trust Co
10,364$871.4K0.0%GrowthVery LowLouisville, KY2026-10-28
HBW Advisory Services LLC
10,350$870.3K0.1%ETFMediumSimi Valley, CA2026-10-15
Signaturefd, LLC
10,339$869.3K0.0%IndexLowAtlanta, GA2026-10-23
Pinnacle Associates LTD
10,099$849.1K0.0%CoreLowNew York, NY2026-10-20
EverSource Wealth Advisors, LLC
10,081$847.6K0.0%CoreMediumBirmingham, AL2026-11-04
Steele Capital Management, Inc.
10,074$847.0K0.0%ETFVery LowDubuque, IA2026-11-02
Foster Group, Inc.
9,865$829.5K0.0%ETFVery LowUrbandale, IA2026-10-13
Ridgeline Wealth Planning, LLC
9,850$828.2K0.5%ETFLowCenterville, OH2026-10-29
Richmond Investment Services, LLC
9,724$817.6K0.3%ETFLowMequon, WI2026-10-29
Lunt Capital Management, Inc.
9,519$800.4K0.3%ETFLowHolladay, UT2026-10-30
International Assets Investment Management, LLC
9,312$790.8K0.0%CoreVery HighOrlando, FL2026-11-02
Maseco LLP
9,296$781.8K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Reyes Financial Architecture, Inc.
9,152$769.5K0.5%ETFVery HighSan Diego, CA2026-10-22
Flagship Wealth Advisors, LLC
8,906$748.8K0.2%ETFLowWakefield, MA2026-11-03
Harbor Asset Planning, Inc.
8,582$721.6K0.5%ETFVery LowBelmont, MA2026-10-23
PFG Advisors
8,539$717.9K0.0%ETFMediumPhoenix, AZ2026-10-16
Ascentis Independent Advisors
8,179$687.7K0.0%ETFLowDallas, TX2026-11-03
Olistico Wealth, LLC
8,140$684.4K0.3%GrowthVery LowTulsa, OK2026-10-05
Abundance Wealth Counselors
8,106$681.6K0.1%GrowthLowState College, PA2026-10-26
Bryn Mawr Trust Advisors, LLC
7,808$656.5K0.0%CoreLowPhiladelphia, PA2026-11-04
WealthBridge Capital Management, LLC
7,751$651.7K0.1%ETFLowWesterville, OH2026-10-16
Andina Capital Management, LLC
7,732$650.1K0.9%ETFMediumLogan, UT2026-10-21
Optima Capital LLC
7,599$638.9K0.3%ETFHighPortland, OR2026-10-29
Mission Wealth Management, LP
7,430$624.7K0.0%ETFLowSanta Barbara, CA2026-10-15
Verdence Capital Advisors LLC
7,282$612.3K0.0%CoreMediumHunt Valley, MD2026-10-26
Redwood Family Wealth LLC
7,234$608.3K0.5%GrowthLowPlano, TX2026-10-20
Riggs Asset Managment Co. Inc.
7,162$602.2K0.1%GrowthMediumDallas, PA2026-11-05
Carlson Financial, Inc.
7,119$598.6K0.3%GrowthLowCanby, OR2026-11-05
Argus Investors' Counsel, Inc.
7,092$596.3K0.5%MomentumMediumNew York, NY2026-10-09
Sowell Financial Services LLC
7,053$593.0K0.0%CoreLowNorth Little Rock, AR2026-10-23
Rossby Financial, LCC
6,973$586.2K0.1%ETFMediumMelbourne, FL2026-11-05
Ballast Rock Private Wealth LLC
6,940$583.5K0.3%ETFMediumCharleston, SC2026-10-26
Advisory Solutions Group, LLC
6,903$580.4K0.1%ETFN/APlymouth, MN2026-10-14
Seven Mile Advisory
6,864$577.1K0.4%GrowthLowTallahassee, FL2026-10-22
Tcfg Investment Advisors, LLC
6,783$570.3K0.2%GrowthMediumLaguna Niguel, CA2026-10-20
1900 Wealth Management LLC
6,721$565.1K0.0%ETFLowSan Antonio, TX2026-10-13
Invariant Investment Management
6,601$560.2K0.3%ETFLowCamp Hill, PA2026-10-08
Compound Planning, Inc.
6,565$552.0K0.0%CoreLowNew York, NY2026-11-05
Johnson Financial Group, LLC
6,506$547.0K0.0%ETFLowDenver, CO2026-11-03
Capital Investment Advisory Services, LLC
6,433$540.9K0.0%CoreMediumRaleigh, NC2026-10-30
New England Private Wealth Advisors LLC
6,300$529.7K0.1%ETFVery LowWellesley, MA2026-10-19
True North Advisors, LLC
6,278$527.9K0.0%CoreMediumDallas, TX2026-10-22
Spire Wealth Management
6,253$525.7K0.0%GrowthMediumMclean, VA2026-10-30
Guardian Asset Advisors, LLC
6,170$518.8K0.2%GrowthMediumMechanicsburg, PA2026-10-16
Retireful, LLC
6,134$515.7K0.4%GrowthVery HighHaslett, MI2026-10-09
ATX Financial Planning, LLC
6,105$513.3K0.3%ETFHighAustin, TX2026-10-14
Carnegie Investment Counsel
6,061$509.6K0.0%CoreLowPepper Pike, OH2026-10-20
Triumph Capital Management
5,977$502.5K0.1%ETFMediumDenver, CO2026-10-14
Oppenheimer Asset Management Inc.
5,884$494.7K0.0%CoreMediumNew York, NY2026-10-27
Soltis Investment Advisors LLC
5,804$488.0K0.0%CoreMediumSt. George, UT2026-10-28
Badgley Phelps Wealth Managers, LLC
5,559$467.4K0.0%GrowthVery LowSeattle, WA2026-10-22
Cottage Street Advisors LLC
5,524$464.5K0.2%GrowthLowMarion, MA2026-10-19
Biltmore Family Office, LLC
5,500$462.4K0.1%GrowthLowCharlotte, NC2026-11-03
Signal Advisors Wealth, LLC
5,447$458.0K0.0%ETFLowDetroit, MI2026-10-13
Galvin, Gaustad & Stein, LLC
5,406$454.6K0.0%CoreMediumScottsdale, AZ2026-10-08
Capital Asset Advisory Services LLC
5,391$452.0K0.0%ETFLowWilliamston, MI2026-10-30
Latitude Advisors, LLC
5,327$447.9K0.1%ETFLowYorkville, IL2026-10-27
55 North Private Wealth, LLC
5,323$447.6K0.1%ETFLowWinter Park, FL2026-10-20
KDK Private Wealth Management, LLC
5,310$446.4K0.4%ETFVery LowHouston, TX2026-11-03
West Wealth Group, LLC
5,243$440.8K0.1%ETFMediumIrvine, CA2026-10-14
US Bancorp \de\
5,175$435.1K0.0%IndexLowMinneapolis, MN2026-11-05
Financial Advisory Corp
5,150$433.0K0.1%ETFVery LowGrand Rapids, MI2026-10-14
Quantum Financial Partners LLC
5,125$430.9K0.2%ETFN/AOverland Park, KS2026-10-19
Stevens Capital Partners
5,011$421.3K0.1%ETFVery LowOmaha, NE2026-10-29
Valeo Financial Advisors, LLC
5,009$421.2K0.0%ETFLowCarmel, IN2026-10-08
ARQ Wealth Advisors, LLC
4,805$404.0K0.0%ETFLowScottsdale, AZ2026-10-29
Avaii Wealth Management, LLC
4,795$406.9K0.1%ETFMediumAppleton, WI2026-10-09
Lanark Financial, Inc.
4,721$397.0K0.0%CoreMediumBirmingham, AL2026-10-26
Wespac Advisors, LLC
4,718$396.7K0.2%ETFHighOrinda, CA2026-10-26
WJ Wealth Management, LLC
4,685$393.9K0.2%ETFMediumGlendale, AZ2026-11-03
Verus Capital Partners, LLC
4,553$382.8K0.0%GrowthLowScottsdale, AZ2026-11-03
Integrity Advisory Solutions, LLC
4,451$374.3K0.0%ETFMediumDallas, TX2026-10-29
Calamos Wealth Management LLC
4,403$370.2K0.0%GrowthMediumNaperville, IL2026-11-02
Lantern Wealth Advisors, LLC
4,339$364.9K0.2%GrowthLowMelville, NY2026-10-22
Midwest Trust Co
4,331$364.2K0.0%CoreLowOverland Park, KS2026-10-22
AMG National Trust Bank
4,300$361.5K0.0%ETFLowGreenwood Village, CO2026-11-05
Aegon USA Investment Management, LLC
4,270$359.0K0.3%ETFVery LowCedar Rapids, IA2026-10-30
Maltin Wealth Management, Inc.
4,269$358.9K0.1%ETFMediumRidgewood, NJ2026-10-13
VestGen Advisors, LLC
4,248$357.2K0.0%GrowthMediumChicago, IL2026-10-27
Titleist Asset Management, LLC
4,207$353.7K0.0%ETFLowSan Antonio, TX2026-10-08
Prosperity Financial Group, Inc.
4,186$352.0K0.1%GrowthMediumSan Ramon, CA2026-10-29
Diversified Enterprises, LLC
4,123$346.7K0.0%ETFVery LowWilmington, DE2026-10-19
Commonwealth Financial Services, LLC
4,102$344.9K0.1%ETFMediumVienna, WV2026-10-20
BCU Wealth Advisors, LLC
4,025$338.5K0.1%ETFLowVernon Hills, IL2026-10-16
Armbruster Capital Management, Inc.
4,000$336.3K0.1%ETFVery LowPittsford, NY2026-10-19
McAdam, LLC
3,869$325.3K0.0%ETFLowPhiladelphia, PA2026-10-21
Parkside Financial Bank & Trust
3,829$322.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Everhart Financial Group, Inc.
3,795$319.1K0.0%ETFLowDublin, OH2026-10-08
Courier Capital LLC
3,782$318.0K0.0%ETFLowBuffalo, NY2026-10-19
Hager Investment Management Services, LLC
3,742$314.6K0.1%GrowthMediumNew London, NH2026-11-04
MBE Wealth Management, LLC
3,729$313.5K0.1%ETFVery LowTomah, WI2026-10-26
Wealth Architects, LLC
3,694$310.6K0.0%ETFVery LowMountain View, CA2026-11-03
Convergence Financial, LLC
3,673$308.8K0.0%ETFMediumColumbia, MO2026-10-27
Novem Group
3,639$306.0K0.0%ETFMediumRochester, NY2026-10-19
Adamsbrown Wealth Consultants LLC
3,632$305.4K0.1%ETFLowWichita, KS2026-10-20
Single Point Partners, LLC
3,606$303.2K0.1%ETFVery LowBoston, MA2026-10-19
Spinnaker Investment Group, LLC
3,505$294.7K0.0%ETFLowNewport Beach, CA2026-10-13
LVZ, Inc.
3,431$288.5K0.0%ETFLowHolland, MI2026-10-20
MassMutual Private Wealth & Trust, FSB
3,378$284.0K0.0%CoreLowSpringfield, MA2026-10-05
Guerra PAN Advisors, LLC
3,316$279.5K0.2%GrowthVery LowMontclair, NJ2026-10-26
CoreCap Advisors, LLC
3,249$273.2K0.0%ETFMediumSouthfield, MI2026-10-08
Hibernia Wealth Partners, LLC
3,237$272.2K0.1%ETFVery LowBaton Rouge, LA2026-10-29
Indiana Trust & Investment Management Co
3,209$269.8K0.1%GrowthLowMishawaka, IN2026-10-22
Simplicity Wealth,LLC
3,159$265.6K0.0%ETFLowSummit, NJ2026-10-23
Prime Capital Investment Advisors, LLC
3,146$264.5K0.0%ETFLowOverland Park, KS2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
3,139$263.9K0.0%GrowthLowRed Bank, NJ2026-10-23
B. Riley Wealth Advisors, Inc.
3,131$263.3K0.0%GrowthLowMemphis, TN2026-10-13
McKinley Carter Wealth Services, Inc.
3,041$255.7K0.0%ETFMediumWheeling, WV2026-10-16
Professional Financial Advisors, LLC
3,039$255.5K0.0%ETFMediumNorth Platte, NE2026-10-13
Total Wealth Planning & Management, Inc.
3,020$253.9K0.2%CoreMediumPonte Vedra Beach, FL2026-10-23
Decision Investments, Inc
3,018$253.8K0.2%GrowthLowSan Diego, CA2026-10-07
Almanack Investment Partners, Llc.
2,980$250.6K0.0%ETFMediumNewtown Square, PA2026-11-03
Financial Security Advisor, Inc.
2,960$248.9K0.0%CoreLowVirginia Beach, VA2026-11-03
Creekside Partners
2,960$248.9K0.1%ETFVery LowPetaluma, CA2026-11-04
Fullerton Advisors, LLC
2,915$245.1K0.2%ETFLowDanville, CA2026-10-14
Avantax Planning Partners, Inc.
2,860$240.5K0.0%ETFLowDubuque, IA2026-11-03
Abel Hall, LLC
2,852$239.8K0.0%CoreMediumBaton Rouge, LA2026-10-19
Trek Financial, LLC
2,820$237.1K0.0%ETFHighScottsdale, AZ2026-10-29
AlphaStar Capital Management, LLC
2,774$233.2K0.0%ETFMediumCornelius, NC2026-10-16
RMR Wealth Builders
2,766$232.5K0.0%ETFLowMontclair, NJ2026-10-22
North Point Portfolio Managers Corp
2,701$227.1K0.0%GrowthLowOrange Village, OH2026-10-07
BAR Harbor Wealth Management
2,700$227.0K0.0%CoreLowConcord, NH2026-10-21
GW Henssler & Associates LTD
2,683$225.6K0.0%CoreMediumKennesaw, GA2026-10-26
Apollon Wealth Management, LLC
2,641$222.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
Root Financial Partners, LLC
2,598$218.5K0.0%ETFMediumEncinitas, CA2026-10-21
Signature Estate & Investment Advisors LLC
2,587$217.5K0.0%ETFMediumLos Angeles, CA2026-10-13
Crown Wealth Group, LLC
2,578$216.8K0.1%ETFMediumCharlotte, NC2026-10-19
Strategic Advisors LLC
2,574$216.4K0.0%GrowthLowNew York, NY2026-10-13
Kathmere Capital Management, LLC
2,572$216.3K0.0%ETFLowWayne, PA2026-10-20
Covenant Asset Management, LLC
2,567$215.8K0.0%Agg GrowthMediumChester, NJ2026-10-14
CGC Financial Services, LLC
2,560$215.2K0.0%ETFLowLake Oswego, OR2026-10-13
Allspring Global Investments Holdings, LLC
2,522$213.8K0.0%CoreMediumCharlotte, NC2026-11-04
AlphaCore Capital LLC
2,519$211.8K0.0%ETFLowLa Jolla, CA2026-11-04
Essex LLC
2,506$210.7K0.0%ETFLowDeer Park, IL2026-10-14
Leelyn Smith, LLC
2,503$210.5K0.0%GrowthLowGeneva, IL2026-11-03
Basso Capital Management, L.P.
2,467$207.4K0.0%ETFMediumStamford, CT2026-10-30
Sima Wealth Partners, LLC
2,462$207.0K0.1%ETFVery LowRichmond, VA2026-10-19
Curry Webb Wealth Management LLC
2,458$221.5K0.1%ETFLowIndianapolis, IN2026-10-22
Pennsylvania Capital Management Inc
2,424$203.8K0.0%GrowthLowHuntingdon Valley, PA2026-11-05
GFS Advisors, LLC
2,415$203.0K0.0%CoreLowHouston, TX2026-11-03
Gaddis Premier Wealth Advisors LLC
2,412$202.8K0.1%ETFMediumDurant, OK2026-10-29
Outlook Wealth Advisors, LLC
2,402$202.0K0.0%ETFMediumShenandoah, TX2026-10-28
Sarver Vrooman Wealth Advisors
2,209$185.7K0.1%ETFMediumKansas City, MO2026-10-01
Balentine LLC
2,164$181.9K0.0%ETFLowAtlanta, GA2026-11-03
GK Wealth Management LLC
2,111$177.5K0.1%GARPVery HighReno, NV2026-10-09
Ashton Thomas Private Wealth, LLC
2,105$177.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
2,075$174.5K0.3%GrowthMediumIndianapolis, IN2026-10-14
Dhjj Financial Advisors, Ltd.
1,656$139.2K0.0%ETFVery LowNaperville, IL2026-10-23
Bokf, NA
1,614$135.7K0.0%CoreLowTulsa, OK2026-10-27
Portfolio Resources Advisor Group, Inc.
1,556$130.8K0.1%ETFMediumCoral Gables, FL2026-10-20
Global Trust Asset Management, LLC
1,490$125.3K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Nova Financial LLC
1,419$119.3K0.1%N/AN/ATucson, AZ2026-11-04
Valley National Advisers Inc
1,403$118.0K0.0%ETFLowBethlehem, PA2026-10-23
Nvwm, LLC
1,351$113.6K0.0%GrowthMediumYardley, PA2026-10-14
Beacon Investment Advisory Services, Inc.
1,243$104.5K0.0%GrowthLowMorristown, NJ2026-10-13
Creative Capital Management Investments LLC
1,170$98.4K0.0%ETFLowSan Diego, CA2026-10-28
Richards, Merrill & Peterson, Inc.
1,165$98.0K0.0%GrowthLowSpokane, WA2026-10-19
Independence Bank of Kentucky
1,114$93.7K0.0%GrowthLowOwensboro, KY2026-10-26
MTM Investment Management, LLC
1,100$92.5K0.0%CoreVery LowSpartanburg, SC2026-10-30
SYM Financial Corp
1,055$88.7K0.0%ETFVery LowWinona Lake, IN2026-10-26
Noble Wealth Management PBC
1,050$88.3K0.0%YieldMediumGreenwood Village, CO2026-10-01
Investment Research & Advisory Group, Inc.
1,011$85.0K0.0%GrowthVery LowAtlanta, GA2026-10-19
CX Institutional
966$810.0%CoreMediumAuburn, IN2026-10-02
Pinnacle Bancorp, Inc.
928$78.0K0.0%CoreVery LowBeatrice, NE2026-10-21
Arvest Investments, Inc.
821$69.0K0.0%ETFLowLowell, AR2026-10-21
Adirondack Trust Co
818$68.8K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Center for Financial Planning, Inc.
766$64.4K0.0%ETFLowSouthfied, MI2026-10-26
Armstrong Advisory Group, Inc
736$61.9K0.0%ETFHighNeedham, MA2026-10-09
Salomon & Ludwin, LLC
691$58.1K0.0%ETFVery LowRichmond, VA2026-10-29
Reap Financial Group, LLC
533$44.8K0.0%ETFLowAustin, TX2026-11-02
Silver Grove Financial Group, Inc.
527$44.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Family Capital Trust Co
504$42.4K0.0%CoreLowPeabody, MA2026-10-22
Burkett Financial Services, LLC
504$42.4K0.0%ETFLowRock Hill, SC2026-10-01
Highline Wealth Partners LLC
493$41.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
Signature Equity Partners, LLC
411$34.5K0.0%GrowthMediumColumbus, OH2026-10-29
William Mack & Associates, Inc.
400$33.6K0.0%ETFLowTroy, MI2026-10-27
Bell Investment Advisors, Inc
370$31.1K0.0%ETFVery LowOrinda, CA2026-10-29
Ascentis Wealth Management, LLC
343$28.8K0.0%Agg GrowthLowDallas, TX2026-11-03
Tompkins Financial Corp
300$25.2K0.0%CoreLowIthaca, NY2026-10-05
Pacific Center for Financial Services
282$23.7K0.0%ETFMediumDanville, CA2026-10-15
Pinnacle Wealth Planning Services, Inc.
260$21.9K0.0%GARPLowMansfield, OH2026-10-27
First Horizon Corp
255$21.4K0.0%CoreLowMemphis, TN2026-10-26
Cape Investment Advisory, Inc.
225$18.9K0.0%ETFLowMcdonough, GA2026-10-13
Compass Wealth Management LLC
204$17.2K0.0%GARPLowGuilford, CT2026-10-22
Madden Securities Corp
200$16.8K0.0%GrowthMediumDallas, TX2026-10-27
Pension & Wealth Management Advisors, Inc.
190$16.0K0.0%ETFLowWaltham, MA2026-10-16
Abound Wealth Management
189$15.9K0.0%ETFVery LowFranklin, TN2026-10-26
Moisand Fitzgerald Tamayo, LLC
188$15.8K0.0%ETFVery LowOrlando, FL2026-10-15
Pathway Financial Advisers, LLC
187$15.7K0.0%CoreLowAuburn, IN2026-10-27
Plante Moran Financial Advisors, LLC
183$15.3K0.0%ETFVery LowSouthfield, MI2026-11-04
Cdkv Holdings LLC
178$15.0K0.0%ETFMediumDenver, CO2026-10-28
Register Financial Advisors LLC
162$13.6K0.0%GARPLowAtlanta, GA2026-10-23
Nvest Wealth Strategies, Inc.
151$12.7K0.0%ETFVery LowPowell, OH2026-10-14
Golden State Wealth Management, LLC
135$11.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Whipplewood Advisors, LLC
133$11.2K0.0%ETFLowLittleton, CO2026-10-20
1620 Investment Advisors, Inc.
131$11.0K0.0%ValueLowPlymouth, MA2026-11-04
Godsey & Gibb, Inc
118$9.9K0.0%CoreLowRichmond, VA2026-10-14
Cassaday & Co Wealth Management LLC
116$9.8K0.0%ETFVery LowMclean, VA2026-10-27
City State Bank
111$9.3K0.0%GrowthVery LowNorwalk, IA2026-10-20
Centerpoint Advisors, LLC
102$90.0%ETFVery LowNeedham, MA2026-11-05
Bullock Wealth Management Group
101$8.5K0.0%GrowthLowBloomington, IN2026-10-09
Halbert Hargrove Global Advisors, LLC
92$7.7K0.0%ETFLowLong Beach, CA2026-10-16
Bfsg, LLC
80$6.7K0.0%CoreLowIrvine, CA2026-10-30
Nemes Rush Group LLC
78$6.5K0.0%CoreVery LowNovi, MI2026-11-04
Lloyd Advisory Services, Llc.
73$6.1K0.0%ETFVery HighSuwanee, GA2026-11-02
Hughes Financial Services, LLC
70$5.9K0.0%ETFLowHerndon, VA2026-10-30
Evermay Wealth Management LLC
62$5.2K0.0%ETFLowArlington, VA2026-11-05
IMG Wealth Management, Inc.
55$4.6K0.0%ETFMediumJacksonville, FL2026-10-27
Gamma Investing LLC
54$4.5K0.0%IndexVery LowFoster City, CA2026-10-08
Asset Dedication, LLC
52$4.4K0.0%ETFLowSan Francisco, CA2026-11-03
Nfsg Corp
44$3.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Versant Capital Management, Inc
32$2.7K0.0%GARPLowPhoenix, AZ2026-10-02
Buck Wealth Strategies, LLC
32$2.7K0.0%ValueMediumDenver, CO2026-10-28
Vermillion Wealth Management, Inc.
28$2.4K0.0%ValueLowRosemount, MN2026-10-26
Westside Investment Management, Inc.
17$1.4K0.0%GrowthLowSanta Monica, CA2026-11-02
FinArc Investments, Inc.
16$1.3K0.0%ValueLowNorwood, MA2026-10-14
Trust Co of Vermont
13$1.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
Barrett & Company, Inc.
6$5100.0%ETFLowProvidence, RI2026-10-22
Townsend Asset Management Corp
3$2530.0%CoreLowRaleigh, NC2026-10-29
TD Private Client Wealth LLC
2$1680.0%ETFLowNew York, NY2026-10-28
Elyxium Wealth, LLC
1$600.0%GrowthVery LowBeverly Hills, CA2026-10-27
Burk Holdings LLC
0$360.0%ETFVery LowTulsa, OK2026-11-05