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INV Rafi US 1500 Sm-Usd Inc (PRFZ)

CUSIP: 46137V597 | NYSE | 726 institutional holders

Quarters

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

Arbor Investment Advisors, LLC834,775
5.0% of portfolio›$43.7M
Stonebridge Financial Group, LLC661,168
2.6% of portfolio›$34.6M
Wealth Enhancement Advisory Services, LLC428,374
0.0% of portfolio›$22.6M
Johnson & White Wealth Management, LLC264,693
5.0% of portfolio›$13.9M
AlphaCore Capital LLC231,309
0.2% of portfolio›$12.1M
Creative Planning170,419
0.0% of portfolio›$8.9M
Dynamic Advisor Solutions LLC165,124
0.2% of portfolio›$8.6M
Accredited Investors Inc.159,848
0.4% of portfolio›$8.4M
Bank of New York Mellon Corp151,019
0.0% of portfolio›$7.9M
Arlington Financial Advisors, LLC147,739
1.0% of portfolio›$7.7M
Cornerstone Wealth Management, LLC123,687
0.3% of portfolio›$6.5M
Sunrise Financial Services, LLC120,599
3.5% of portfolio›$6.3M
Perigon Wealth Management, LLC117,126
0.1% of portfolio›$6.1M
Albion Financial Group112,200
0.3% of portfolio›$5.9M
Lebenthal Global Advisors, LLC99,470
0.7% of portfolio›$5.2M
Verum Partners LLC97,442
0.8% of portfolio›$5.1M
WealthBridge Capital Management, LLC85,663
0.9% of portfolio›$4.5M
Sound Stewardship, LLC75,200
1.6% of portfolio›$3.9M
Crusonia Wealth Advisors LLC74,606
0.6% of portfolio›$3.9M
Breakwater Capital Group59,025
0.4% of portfolio›$3.1M
Commonwealth Equity Services, LLC58,298
0.0% of portfolio›$3.1M
JFS Wealth Advisors, LLC52,222
0.1% of portfolio›$2.7M
Legacy Private Trust Co.52,095
0.1% of portfolio›$2.7M
Diversify Advisory Services, LLC51,251
0.0% of portfolio›$2.7M
Diversify Wealth Management, LLC51,251
0.0% of portfolio›$2.7M
Integrity Alliance, Llc.50,849
0.1% of portfolio›$2.7M
Charles Schwab Trust Co49,280
0.1% of portfolio›$2.6M
Independent Financial Group, LLC48,539
0.0% of portfolio›$2.5M
TD Waterhouse Canada Inc.40,303
0.0% of portfolio›$2.1M
Boston Standard Wealth Management, LLC40,300
0.3% of portfolio›$2.1M
GSG Advisors LLC39,949
0.4% of portfolio›$2.1M
Kestra Advisory Services, LLC34,966
0.0% of portfolio›$1.8M
Resonant Capital Advisors, LLC30,390
0.1% of portfolio›$1.6M
KWB Wealth27,168
0.1% of portfolio›$1.4M
Bell Investment Advisors, Inc27,059
0.2% of portfolio›$1.4M
Whipplewood Advisors, LLC26,631
0.9% of portfolio›$1.4M
Forvis Mazars Wealth Advisors, LLC25,219
0.0% of portfolio›$1.3M
New England Private Wealth Advisors LLC25,089
0.1% of portfolio›$1.3M
Brighton Jones LLC24,323
0.0% of portfolio›$1.3M
Shakespeare Wealth Management, LLC22,687
0.2% of portfolio›$1.2M
Omni 360 Wealth, Inc.20,944
0.5% of portfolio›$1.1M
Citigroup Inc20,135
0.0% of portfolio›$1.1M
Integrated Advisors Network LLC20,010
0.0% of portfolio›$1.0M
Pacific Center for Financial Services19,394
0.2% of portfolio›$1.0M
Parallel Advisors, LLC19,173
0.0% of portfolio›$1.0M
Marquette Asset Management, LLC18,406
0.1% of portfolio›$963.2K
D.A. Davidson & Co.17,629
0.0% of portfolio›$922.5K
Cambridge Investment Research Advisors, Inc.17,412
0.0% of portfolio›$911.0K
Lido Advisors, LLC17,076
0.0% of portfolio›$893.6K
Vise Technologies, Inc.16,725
0.0% of portfolio›$875.2K
Farther Finance Advisors, LLC16,566
0.0% of portfolio›$866.9K
Firethorn Wealth Partners, LLC16,505
0.3% of portfolio›$863.7K
IFP Advisors, Inc16,040
0.0% of portfolio›$839.4K
Cliftonlarsonallen Wealth Advisors, LLC15,494
0.0% of portfolio›$810.8K
Larson Financial Group LLC15,364
0.0% of portfolio›$804.0K
Golden Bell Financial Planning LLC13,927
0.5% of portfolio›$728.8K
Atria Investments, Inc13,559
0.0% of portfolio›$709.5K
Harbour Capital Advisors, LLC13,500
0.1% of portfolio›$706.5K
Market Street Wealth Management Advisors LLC13,466
0.1% of portfolio›$704.7K
Virtus Family Office LLC12,740
0.5% of portfolio›$666.7K
Revolve Wealth Partners, LLC12,442
0.1% of portfolio›$651.1K
Sterling Financial Planning, Inc.11,458
0.2% of portfolio›$599.6K
EnRich Financial Partners LLC10,595
0.1% of portfolio›$554.4K
Kathmere Capital Management, LLC10,400
0.0% of portfolio›$544.2K
Wedmont Private Capital10,291
0.0% of portfolio›$543.6K
Aviance Capital Partners, LLC10,011
0.1% of portfolio›$523.9K
First Hawaiian Bank9,855
0.1% of portfolio›$515.7K
Prairiewood Capital, LLC9,725
0.1% of portfolio›$508.9K
TopTier Wealth Management, LLC9,451
0.3% of portfolio›$494.6K
Navigate Wealth Management, LLC9,385
0.3% of portfolio›$498.9K
HB Wealth Management, LLC9,348
0.0% of portfolio›$489.2K
Townsend Asset Management Corp9,297
0.2% of portfolio›$486.5K
Trilogy Capital Inc.8,926
0.0% of portfolio›$467.1K
Quadcap Wealth Management, LLC8,880
0.0% of portfolio›$464.7K
PFG Advisors8,798
0.0% of portfolio›$460.4K
Sigma Planning Corp8,535
0.0% of portfolio›$446.6K
MLG Wealth Management DBA Pine Grove Financial Group8,194
0.0% of portfolio›$428.8K
Regions Financial Corp8,056
0.0% of portfolio›$421.6K
Invariant Investment Management8,000
0.2% of portfolio›$425.6K
Concurrent Investment Advisors, LLC7,502
0.0% of portfolio›$392.6K
Valeo Financial Advisors, LLC7,252
0.0% of portfolio›$379.5K
Spire Wealth Management7,195
0.0% of portfolio›$376.5K
Mascoma Wealth Management LLC6,800
0.1% of portfolio›$355.8K
Courier Capital LLC6,750
0.0% of portfolio›$353.2K
HUB Investment Partners, LLC6,593
0.0% of portfolio›$345.0K
Principle Wealth Partners LLC6,000
0.0% of portfolio›$314.0K
CoreCap Advisors, LLC5,887
0.0% of portfolio›$308.1K
Assetmark, Inc5,859
0.0% of portfolio›$306.6K
Truist Financial Corp5,855
0.0% of portfolio›$306.4K
Cidel Asset Management Inc5,790
0.0% of portfolio›$303.0K
Sheets Smith Wealth Management5,754
0.0% of portfolio›$301.1K
Fermata Advisors, LLC5,689
0.1% of portfolio›$297.7K
Fragasso Financial Advisors Inc5,600
0.0% of portfolio›$297.7K
BIP Wealth, LLC5,539
0.0% of portfolio›$289.9K
Carnegie Investment Counsel5,485
0.0% of portfolio›$287.0K
Root Financial Partners, LLC5,474
0.0% of portfolio›$286.5K
Mather Group, Llc.5,332
0.0% of portfolio›$279.0K
Badgley Phelps Wealth Managers, LLC5,175
0.0% of portfolio›$270.8K
Capital Investment Advisors, LLC5,092
0.0% of portfolio›$266.5K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,066
0.0% of portfolio›$265.1K
Plante Moran Financial Advisors, LLC5,032
0.0% of portfolio›$263.3K
Park Avenue Securities LLC4,965
0.0% of portfolio›$260.0K
Avidian Wealth Enterprises, LLC4,961
0.0% of portfolio›$259.6K
Facet Wealth, Inc.4,945
0.0% of portfolio›$258.8K
MBL Wealth, LLC4,789
0.0% of portfolio›$250.6K
Chicago Partners Investment Group LLC4,777
0.0% of portfolio›$252.2K
Richmond Investment Services, LLC4,704
0.1% of portfolio›$246.2K
Thrivent Financial for Lutherans4,635
0.0% of portfolio›$243.0K
Aspiriant, LLC4,589
0.0% of portfolio›$240.1K
Lyell Wealth Management, LP4,474
0.0% of portfolio›$234.1K
Index Fund Advisors, Inc.4,455
0.0% of portfolio›$233.1K
Fusion Capital, LLC4,415
0.1% of portfolio›$231.0K
Creative Capital Management Investments LLC4,300
0.1% of portfolio›$225.0K
Martin Capital Partners, LLC4,273
0.1% of portfolio›$223.6K
Plancorp, LLC4,186
0.0% of portfolio›$222.3K
Western Financial Corp4,128
0.1% of portfolio›$216.0K
NewCorp Financial Services, Inc.4,051
0.2% of portfolio›$212.0K
Columbia Bank3,849
0.0% of portfolio›$201.4K
Pinnacle Wealth Management Group, Inc.3,823
0.1% of portfolio›$200.1K
Oakworth Capital, Inc.3,629
0.0% of portfolio›$189.9K
Wealth Enhancement Trust Services, Inc.3,193
0.0% of portfolio›$167.1K
Fortitude Family Office, LLC3,114
0.0% of portfolio›$163.0K
RMG Wealth Management LLC2,858
0.0% of portfolio›$150.9K
Atlantic Edge Private Wealth Management, LLC2,680
0.0% of portfolio›$140.2K
Capital Investment Advisory Services, LLC2,500
0.0% of portfolio›$130.8K
Torren Management, LLC2,500
0.1% of portfolio›$130.8K
Center for Financial Planning, Inc.2,420
0.0% of portfolio›$126.6K
Indiana Trust & Investment Management Co2,380
0.0% of portfolio›$124.5K
Gamma Investing LLC2,354
0.0% of portfolio›$123.2K
Pioneer Family Office, LLC2,105
0.1% of portfolio›$110.2K
Triumph Capital Management1,773
0.0% of portfolio›$92.8K
Harbor Asset Planning, Inc.1,606
0.1% of portfolio›$84.0K
Private Trust Co NA1,313
0.0% of portfolio›$68.7K
Beacon Investment Advisory Services, Inc.1,055
0.0% of portfolio›$55.2K
Creative Financial Designs Inc983
0.0% of portfolio›$51.4K
Abound Wealth Management922
0.0% of portfolio›$48.2K
Bokf, NA919
0.0% of portfolio›$48.1K
Hoese & Co LLP860
0.0% of portfolio›$45.0K
Coastline Trust Co825
0.0% of portfolio›$43.2K
Downshift Financial, LLC778
0.0% of portfolio›$40.7K
First Pacific Financial763
0.0% of portfolio›$39.9K
Mosley Wealth Management670
0.0% of portfolio›$35.3K
Morling Financial Advisors, LLC646
0.0% of portfolio›$33.8K
CKW Financial Group574
0.0% of portfolio›$30.0K
Balance Wealth Partners LLC560
0.0% of portfolio›$29.3K
Prudent Man Investment Management, Inc.538
0.0% of portfolio›$28.1K
Ashurst Perkins Coie Trust Co525
0.0% of portfolio›$27.5K
Barrett & Company, Inc.513
0.0% of portfolio›$26.8K
Blue Trust, Inc.502
0.0% of portfolio›$26.3K
Tounjian Advisory Partners, LLC500
0.0% of portfolio›$26.2K
Cassaday & Co Wealth Management LLC443
0.0% of portfolio›$23.2K
Allspring Global Investments Holdings, LLC427
0.0% of portfolio›$22.7K
Align Financial, LLC354
0.0% of portfolio›$18.5K
Buck Wealth Strategies, LLC308
0.0% of portfolio›$16.1K
SYM Financial Corp295
0.0% of portfolio›$15.4K
Activest Wealth Management259
0.0% of portfolio›$13.6K
Archer Investment Corp254
0.0% of portfolio›$13.3K
Moisand Fitzgerald Tamayo, LLC250
0.0% of portfolio›$13.1K
North Star Investment Management Corp.244
0.0% of portfolio›$12.8K
Fairway Wealth LLC225
0.0% of portfolio›$11.8K
Salomon & Ludwin, LLC213
0.0% of portfolio›$11.1K
Private Wealth Management Group, LLC183
0.0% of portfolio›$9.6K
High Note Wealth, LLC152
0.0% of portfolio›$8.0K
Asset Dedication, LLC150
0.0% of portfolio›$7.9K
Maryland Capital Advisors Inc.124
0.0% of portfolio›$6.5K
Advocate Investing Services LLC100
0.0% of portfolio›$5.2K
DiNuzzo Private Wealth, Inc.87
0.0% of portfolio›$4.6K
Silver Grove Financial Group, Inc.77
0.0% of portfolio›$4.0K
Cape Investment Advisory, Inc.75
0.0% of portfolio›$3.9K
CGC Financial Services, LLC75
0.0% of portfolio›$3.9K
Ashton Thomas Private Wealth, LLC70
0.0% of portfolio›$3.7K
Elevation Wealth Partners, LLC43
0.0% of portfolio›$2.3K
Chilton Capital Management LLC38
0.0% of portfolio›$2.0K
Wolff Wiese Magana LLC20
0.0% of portfolio›$1.0K
Signature Resources Capital Management, LLC1
0.0% of portfolio›$52
StyleTurnoverLocationFiled
Arbor Investment Advisors, LLC
834,775$43.7M5.0%ETFVery LowWinston Salem, NC2026-10-26
Stonebridge Financial Group, LLC
661,168$34.6M2.6%ETFMediumWormleysburg, PA2026-10-01
Wealth Enhancement Advisory Services, LLC
428,374$22.6M0.0%CoreLowPlymouth, MN2026-10-13
Johnson & White Wealth Management, LLC
264,693$13.9M5.0%ETFVery LowYork, PA2026-11-03
AlphaCore Capital LLC
231,309$12.1M0.2%ETFLowLa Jolla, CA2026-11-04
Creative Planning
170,419$8.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Dynamic Advisor Solutions LLC
165,124$8.6M0.2%ETFLowPhoenix, AZ2026-10-13
Accredited Investors Inc.
159,848$8.4M0.4%ETFLowEdina, MN2026-11-03
Bank of New York Mellon Corp
151,019$7.9M0.0%CoreLowNew York, NY2026-11-05
Arlington Financial Advisors, LLC
147,739$7.7M1.0%ETFMediumSanta Barbara, CA2026-10-19
Cornerstone Wealth Management, LLC
123,687$6.5M0.3%ETFVery LowSt. Peters, MO2026-11-04
Sunrise Financial Services, LLC
120,599$6.3M3.5%ETFMediumBurien, WA2026-10-21
Perigon Wealth Management, LLC
117,126$6.1M0.1%GrowthLowSan Francisco, CA2026-10-22
Albion Financial Group
112,200$5.9M0.3%GrowthLowSalt Lake City, UT2026-10-21
Lebenthal Global Advisors, LLC
99,470$5.2M0.7%ETFMediumHauppauge, NY2026-10-28
Verum Partners LLC
97,442$5.1M0.8%ETFLowCharlotte, NC2026-10-21
WealthBridge Capital Management, LLC
85,663$4.5M0.9%ETFLowWesterville, OH2026-10-16
Sound Stewardship, LLC
75,200$3.9M1.6%ETFVery LowOverland Park, KS2026-10-14
Crusonia Wealth Advisors LLC
74,606$3.9M0.6%ETFVery LowDenver, CO2026-10-26
Breakwater Capital Group
59,025$3.1M0.4%ETFLowParamus, NJ2026-10-09
Commonwealth Equity Services, LLC
58,298$3.1M0.0%ETFLowWaltham, MA2026-11-02
JFS Wealth Advisors, LLC
52,222$2.7M0.1%ETFVery LowHermitage, PA2026-11-03
Legacy Private Trust Co.
52,095$2.7M0.1%ETFLowNeenah, WI2026-10-06
Diversify Advisory Services, LLC
51,251$2.7M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
51,251$2.7M0.0%GrowthMediumSandy, UT2026-10-20
Integrity Alliance, Llc.
50,849$2.7M0.1%ETFMediumUrbandale, IA2026-10-29
Charles Schwab Trust Co
49,280$2.6M0.1%ETFLowHenderson, NV2026-10-15
Independent Financial Group, LLC
48,539$2.5M0.0%GrowthLowSan Diego, CA2026-10-13
TD Waterhouse Canada Inc.
40,303$2.1M0.0%CoreLowToronto, Australia2026-10-16
Boston Standard Wealth Management, LLC
40,300$2.1M0.3%ETFLowWinchester, MA2026-10-07
GSG Advisors LLC
39,949$2.1M0.4%ETFVery LowMount Laurel, NJ2026-11-03
Kestra Advisory Services, LLC
34,966$1.8M0.0%CoreLowAustin, TX2026-11-02
Resonant Capital Advisors, LLC
30,390$1.6M0.1%ETFLowMadison, WI2026-10-15
KWB Wealth
27,168$1.4M0.1%ETFMediumRedlands, CA2026-10-16
Bell Investment Advisors, Inc
27,059$1.4M0.2%ETFVery LowOrinda, CA2026-10-29
Whipplewood Advisors, LLC
26,631$1.4M0.9%ETFLowLittleton, CO2026-10-20
Forvis Mazars Wealth Advisors, LLC
25,219$1.3M0.0%ETFVery LowSpringfield, MO2026-10-13
New England Private Wealth Advisors LLC
25,089$1.3M0.1%ETFVery LowWellesley, MA2026-10-19
Brighton Jones LLC
24,323$1.3M0.0%CoreVery LowSeattle, WA2026-11-03
Shakespeare Wealth Management, LLC
22,687$1.2M0.2%ETFMediumPewaukee, WI2026-10-28
Omni 360 Wealth, Inc.
20,944$1.1M0.5%ETFLowPlainsboro, NJ2026-10-13
Citigroup Inc
20,135$1.1M0.0%CoreMediumNew York, NY2026-11-04
Integrated Advisors Network LLC
20,010$1.0M0.0%GrowthMediumDallas, TX2026-10-20
Pacific Center for Financial Services
19,394$1.0M0.2%ETFMediumDanville, CA2026-10-15
Parallel Advisors, LLC
19,173$1.0M0.0%IndexLowSan Francisco, CA2026-11-03
Marquette Asset Management, LLC
18,406$963.2K0.1%ETFVery LowMinneapolis, MN2026-10-09
D.A. Davidson & Co.
17,629$922.5K0.0%CoreLowGreat Falls, MT2026-10-28
Cambridge Investment Research Advisors, Inc.
17,412$911.0K0.0%ETFLowFairfield, IA2026-11-02
Lido Advisors, LLC
17,076$893.6K0.0%GrowthLowLos Angeles, CA2026-11-04
Vise Technologies, Inc.
16,725$875.2K0.0%IndexLowNew York, NY2026-10-29
Farther Finance Advisors, LLC
16,566$866.9K0.0%IndexLowSan Francisco, CA2026-10-08
Firethorn Wealth Partners, LLC
16,505$863.7K0.3%ETFLowAugusta, GA2026-10-14
IFP Advisors, Inc
16,040$839.4K0.0%GrowthLowTampa, FL2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
15,494$810.8K0.0%ETFLowMinneapolis, MN2026-10-14
Larson Financial Group LLC
15,364$804.0K0.0%GrowthLowSt Louis, MO2026-11-05
Golden Bell Financial Planning LLC
13,927$728.8K0.5%ETFVery LowAlpharetta, GA2026-11-02
Atria Investments, Inc
13,559$709.5K0.0%CoreMediumCharlotte, NC2026-10-15
Harbour Capital Advisors, LLC
13,500$706.5K0.1%GrowthLowTysons Corner, VA2026-10-13
Market Street Wealth Management Advisors LLC
13,466$704.7K0.1%ETFMediumIndianapolis, IN2026-10-09
Virtus Family Office LLC
12,740$666.7K0.5%Deep ValueMediumEl Paso, TX2026-10-30
Revolve Wealth Partners, LLC
12,442$651.1K0.1%ETFVery LowHackensack, NJ2026-10-23
Sterling Financial Planning, Inc.
11,458$599.6K0.2%ETFVery LowSparta, NJ2026-10-28
EnRich Financial Partners LLC
10,595$554.4K0.1%ETFVery LowMadison, WI2026-10-21
Kathmere Capital Management, LLC
10,400$544.2K0.0%ETFLowWayne, PA2026-10-20
Wedmont Private Capital
10,291$543.6K0.0%IndexVery LowWest Chester, PA2026-10-09
Aviance Capital Partners, LLC
10,011$523.9K0.1%CoreLowNaples, FL2026-10-29
First Hawaiian Bank
9,855$515.7K0.1%ETFVery LowHonolulu, HI2026-10-14
Prairiewood Capital, LLC
9,725$508.9K0.1%ETFVery LowFargo, ND2026-10-16
TopTier Wealth Management, LLC
9,451$494.6K0.3%ETFVery LowMuskego, WI2026-10-16
Navigate Wealth Management, LLC
9,385$498.9K0.3%ETFLowBirmingham, AL2026-10-14
HB Wealth Management, LLC
9,348$489.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Townsend Asset Management Corp
9,297$486.5K0.2%CoreLowRaleigh, NC2026-10-29
Trilogy Capital Inc.
8,926$467.1K0.0%ETFMediumIrvine, CA2026-10-20
Quadcap Wealth Management, LLC
8,880$464.7K0.0%ETFLowFrisco, TX2026-11-02
PFG Advisors
8,798$460.4K0.0%ETFMediumPhoenix, AZ2026-10-16
Sigma Planning Corp
8,535$446.6K0.0%GrowthMediumAnn Arbor, MI2026-10-23
MLG Wealth Management DBA Pine Grove Financial Group
8,194$428.8K0.0%ETFMediumWoodbury, MN2026-10-13
Regions Financial Corp
8,056$421.6K0.0%CoreLowBirmingham, AL2026-11-05
Invariant Investment Management
8,000$425.6K0.2%ETFLowCamp Hill, PA2026-10-08
Concurrent Investment Advisors, LLC
7,502$392.6K0.0%GrowthMediumTampa, FL2026-10-16
Valeo Financial Advisors, LLC
7,252$379.5K0.0%ETFLowCarmel, IN2026-10-08
Spire Wealth Management
7,195$376.5K0.0%GrowthMediumMclean, VA2026-10-30
Mascoma Wealth Management LLC
6,800$355.8K0.1%ETFVery LowHanover, NH2026-10-23
Courier Capital LLC
6,750$353.2K0.0%ETFLowBuffalo, NY2026-10-19
HUB Investment Partners, LLC
6,593$345.0K0.0%GrowthLowAustin, TX2026-11-03
Principle Wealth Partners LLC
6,000$314.0K0.0%CoreVery LowMadison, CT2026-11-02
CoreCap Advisors, LLC
5,887$308.1K0.0%ETFMediumSouthfield, MI2026-10-08
Assetmark, Inc
5,859$306.6K0.0%ETFLowConcord, CA2026-10-21
Truist Financial Corp
5,855$306.4K0.0%CoreLowCharlotte, NC2026-10-30
Cidel Asset Management Inc
5,790$303.0K0.0%CoreMediumToronto, Australia2026-10-29
Sheets Smith Wealth Management
5,754$301.1K0.0%CoreLowWinston-Salem, NC2026-10-16
Fermata Advisors, LLC
5,689$297.7K0.1%ETFLowSonoma, CA2026-10-13
Fragasso Financial Advisors Inc
5,600$297.7K0.0%ETFLowSewickley, PA2026-10-13
BIP Wealth, LLC
5,539$289.9K0.0%ETFMediumAtlanta, GA2026-10-22
Carnegie Investment Counsel
5,485$287.0K0.0%CoreLowPepper Pike, OH2026-10-20
Root Financial Partners, LLC
5,474$286.5K0.0%ETFMediumEncinitas, CA2026-10-21
Mather Group, Llc.
5,332$279.0K0.0%ETFMediumChicago, IL2026-10-14
Badgley Phelps Wealth Managers, LLC
5,175$270.8K0.0%GrowthVery LowSeattle, WA2026-10-22
Capital Investment Advisors, LLC
5,092$266.5K0.0%CoreLowAtlanta, GA2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
5,066$265.1K0.0%GrowthVery LowSeattle, WA2026-10-27
Plante Moran Financial Advisors, LLC
5,032$263.3K0.0%ETFVery LowSouthfield, MI2026-11-04
Park Avenue Securities LLC
4,965$260.0K0.0%ETFMediumNew York, NY2026-10-26
Avidian Wealth Enterprises, LLC
4,961$259.6K0.0%ETFLowHouston, TX2026-10-08
Facet Wealth, Inc.
4,945$258.8K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
MBL Wealth, LLC
4,789$250.6K0.0%ETFLowCharlotte, NC2026-10-22
Chicago Partners Investment Group LLC
4,777$252.2K0.0%GARPLowChicago, IL2026-10-27
Richmond Investment Services, LLC
4,704$246.2K0.1%ETFLowMequon, WI2026-10-29
Thrivent Financial for Lutherans
4,635$243.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Aspiriant, LLC
4,589$240.1K0.0%ETFVery LowLos Angeles, CA2026-10-16
Lyell Wealth Management, LP
4,474$234.1K0.0%GrowthLowMenlo Park, CA2026-10-30
Index Fund Advisors, Inc.
4,455$233.1K0.0%ETFVery LowIrvine, CA2026-11-05
Fusion Capital, LLC
4,415$231.0K0.1%GrowthLowMt. Pleasant, SC2026-10-28
Creative Capital Management Investments LLC
4,300$225.0K0.1%ETFLowSan Diego, CA2026-10-28
Martin Capital Partners, LLC
4,273$223.6K0.1%YieldLowEugene, OR2026-10-07
Plancorp, LLC
4,186$222.3K0.0%ETFLowSaint Louis, MO2026-11-03
Western Financial Corp
4,128$216.0K0.1%MomentumHighSan Diego, CA2026-10-14
NewCorp Financial Services, Inc.
4,051$212.0K0.2%ETFLowAlpharetta, GA2026-10-14
Columbia Bank
3,849$201.4K0.0%GrowthLowLake Oswego, OR2026-10-29
Pinnacle Wealth Management Group, Inc.
3,823$200.1K0.1%ETFMediumPlymouth, MI2026-10-15
Oakworth Capital, Inc.
3,629$189.9K0.0%ETFLowBirmingham, AL2026-10-26
Wealth Enhancement Trust Services, Inc.
3,193$167.1K0.0%GrowthMediumSioux Falls, SD2026-10-07
Fortitude Family Office, LLC
3,114$163.0K0.0%ETFMediumScottsdale, AZ2026-10-14
RMG Wealth Management LLC
2,858$150.9K0.0%ETFVery HighPlatteville, WI2026-10-26
Atlantic Edge Private Wealth Management, LLC
2,680$140.2K0.0%CoreLowJacksonville, FL2026-10-20
Capital Investment Advisory Services, LLC
2,500$130.8K0.0%CoreMediumRaleigh, NC2026-10-30
Torren Management, LLC
2,500$130.8K0.1%ETFMediumSan Diego, CA2026-10-29
Center for Financial Planning, Inc.
2,420$126.6K0.0%ETFLowSouthfied, MI2026-10-26
Indiana Trust & Investment Management Co
2,380$124.5K0.0%GrowthLowMishawaka, IN2026-10-22
Gamma Investing LLC
2,354$123.2K0.0%IndexVery LowFoster City, CA2026-10-08
Pioneer Family Office, LLC
2,105$110.2K0.1%ETFMediumNorth Miami Beach, FL2026-10-30
Triumph Capital Management
1,773$92.8K0.0%ETFMediumDenver, CO2026-10-14
Harbor Asset Planning, Inc.
1,606$84.0K0.1%ETFVery LowBelmont, MA2026-10-23
Private Trust Co NA
1,313$68.7K0.0%CoreLowCleveland, OH2026-10-20
Beacon Investment Advisory Services, Inc.
1,055$55.2K0.0%GrowthLowMorristown, NJ2026-10-13
Creative Financial Designs Inc
983$51.4K0.0%ETFMediumKokomo, IN2026-11-04
Abound Wealth Management
922$48.2K0.0%ETFVery LowFranklin, TN2026-10-26
Bokf, NA
919$48.1K0.0%CoreLowTulsa, OK2026-10-27
Hoese & Co LLP
860$45.0K0.0%ETFLowGlencoe, MN2026-10-21
Coastline Trust Co
825$43.2K0.0%GrowthVery LowProvidence, RI2026-10-01
Downshift Financial, LLC
778$40.7K0.0%ETFLowBoulder, CO2026-10-13
First Pacific Financial
763$39.9K0.0%ETFLowVancouver, WA2026-10-14
Mosley Wealth Management
670$35.3K0.0%ETFHighAnaheim, CA2026-10-16
Morling Financial Advisors, LLC
646$33.8K0.0%ETFLowFremont, CA2026-10-28
CKW Financial Group
574$30.0K0.0%ETFVery LowHonolulu, HI2026-10-29
Balance Wealth Partners LLC
560$29.3K0.0%ETFMediumWorthington, OH2026-10-27
Prudent Man Investment Management, Inc.
538$28.1K0.0%ETFVery LowLouisville, CO2026-11-03
Ashurst Perkins Coie Trust Co
525$27.5K0.0%CoreVery LowSeattle, WA2026-10-15
Barrett & Company, Inc.
513$26.8K0.0%ETFLowProvidence, RI2026-10-22
Blue Trust, Inc.
502$26.3K0.0%ETFLowBrentwood, TN2026-10-15
Tounjian Advisory Partners, LLC
500$26.2K0.0%GrowthHighFort Myers, FL2026-11-04
Cassaday & Co Wealth Management LLC
443$23.2K0.0%ETFVery LowMclean, VA2026-10-27
Allspring Global Investments Holdings, LLC
427$22.7K0.0%CoreMediumCharlotte, NC2026-11-04
Align Financial, LLC
354$18.5K0.0%ETFVery LowHermantown, MN2026-10-16
Buck Wealth Strategies, LLC
308$16.1K0.0%ValueMediumDenver, CO2026-10-28
SYM Financial Corp
295$15.4K0.0%ETFVery LowWinona Lake, IN2026-10-26
Activest Wealth Management
259$13.6K0.0%ETFLowAventura, FL2026-10-15
Archer Investment Corp
254$13.3K0.0%CoreMediumCarmel, IN2026-11-05
Moisand Fitzgerald Tamayo, LLC
250$13.1K0.0%ETFVery LowOrlando, FL2026-10-15
North Star Investment Management Corp.
244$12.8K0.0%CoreLowChicago, IL2026-10-27
Fairway Wealth LLC
225$11.8K0.0%ETFLowIndependence, OH2026-10-30
Salomon & Ludwin, LLC
213$11.1K0.0%ETFVery LowRichmond, VA2026-10-29
Private Wealth Management Group, LLC
183$9.6K0.0%ETFLowPrinceton, NJ2026-10-19
High Note Wealth, LLC
152$8.0K0.0%ETFVery LowDeephaven, MN2026-10-27
Asset Dedication, LLC
150$7.9K0.0%ETFLowSan Francisco, CA2026-11-03
Maryland Capital Advisors Inc.
124$6.5K0.0%ETFVery LowChester, MD2026-10-15
Advocate Investing Services LLC
100$5.2K0.0%ETFLowWoodbine, MD2026-10-26
DiNuzzo Private Wealth, Inc.
87$4.6K0.0%ETFLowBeaver, PA2026-10-16
Silver Grove Financial Group, Inc.
77$4.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Cape Investment Advisory, Inc.
75$3.9K0.0%ETFLowMcdonough, GA2026-10-13
CGC Financial Services, LLC
75$3.9K0.0%ETFLowLake Oswego, OR2026-10-13
Ashton Thomas Private Wealth, LLC
70$3.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Elevation Wealth Partners, LLC
43$2.3K0.0%ETFLowWalnut Creek, CA2026-10-07
Chilton Capital Management LLC
38$2.0K0.0%GrowthMediumHouston, TX2026-10-28
Wolff Wiese Magana LLC
20$1.0K0.0%GrowthLowCarslbad, CA2026-10-15
Signature Resources Capital Management, LLC
1$520.0%ETFLowNewport Beach, CA2026-10-16