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Invesco Rafi US 1000 ETF (PRF)

CUSIP: 46137V613 | NYSE | 1161 institutional holders

Quarters

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

Commonwealth Equity Services, LLC2,732,920
0.2% of portfolio›$148.8M
D.A. Davidson & Co.2,243,176
0.7% of portfolio›$122.1M
Arbor Investment Advisors, LLC2,110,657
13.1% of portfolio›$114.9M
Berman McAleer LLC1,544,416
9.8% of portfolio›$84.1M
RFG Advisory, LLC1,089,241
0.8% of portfolio›$59.3M
Wealth Enhancement Advisory Services, LLC904,098
0.1% of portfolio›$50.1M
Garrett Wealth Advisory Group, LLC803,341
6.6% of portfolio›$43.7M
AlphaCore Capital LLC739,120
0.6% of portfolio›$40.2M
Grimes & Co Wealth Management, LLC688,303
0.9% of portfolio›$37.5M
Pinnacle Financial Group, LLC / IL647,428
8.5% of portfolio›$35.2M
Klingman & Associates, LLC610,759
1.4% of portfolio›$33.2M
Charter Capital Management, Llc\de601,286
14.9% of portfolio›$32.7M
Cambridge Investment Research Advisors, Inc.582,653
0.2% of portfolio›$31.7M
Charles Schwab Trust Co577,019
1.8% of portfolio›$31.4M
Truist Financial Corp554,451
0.0% of portfolio›$30.2M
Boyum Wealth Architects LLC527,580
11.8% of portfolio›$28.9M
Saxon Interests, Inc.516,197
9.7% of portfolio›$28.1M
Forvis Mazars Wealth Advisors, LLC462,286
0.4% of portfolio›$25.2M
Cornerstone Wealth Management, LLC448,371
1.0% of portfolio›$24.4M
Breakwater Capital Group440,276
2.8% of portfolio›$24.0M
Flynn Zito Capital Management, LLC431,498
6.2% of portfolio›$23.5M
Pettinga Financial Advisors LLC399,980
3.6% of portfolio›$21.8M
Goodman Advisory Group, LLC354,765
4.4% of portfolio›$19.3M
Montz Harcus Wealth Management LLC354,137
6.8% of portfolio›$19.3M
HB Wealth Management, LLC337,890
0.1% of portfolio›$18.4M
Baker Ellis Asset Management LLC316,149
1.9% of portfolio›$17.2M
Creative Planning314,877
0.0% of portfolio›$17.1M
Ted Buchan & Co314,378
5.6% of portfolio›$17.1M
Choreo, LLC314,091
0.2% of portfolio›$17.1M
Stonebridge Financial Group, LLC263,294
1.1% of portfolio›$14.3M
Rodgers & Associates, LTD219,096
1.1% of portfolio›$11.9M
Jnba Financial Advisors203,075
0.8% of portfolio›$11.1M
Perigon Wealth Management, LLC201,415
0.2% of portfolio›$11.0M
Arlington Financial Advisors, LLC183,173
1.3% of portfolio›$10.0M
Woodside Wealth Management LLC178,000
6.6% of portfolio›$9.7M
Bouvel Investment Partners, LLC176,416
2.2% of portfolio›$9.6M
Marion Wealth Management173,255
1.9% of portfolio›$9.4M
Resonant Capital Advisors, LLC170,207
0.4% of portfolio›$9.3M
Mowery & Schoenfeld Wealth Management, LLC156,731
9.5% of portfolio›$8.5M
Lido Advisors, LLC135,963
0.0% of portfolio›$7.4M
Johnson & White Wealth Management, LLC135,885
2.7% of portfolio›$7.4M
Creative Capital Management Investments LLC133,043
1.6% of portfolio›$7.2M
Intelligence Driven Advisers, LLC131,550
1.2% of portfolio›$7.2M
Journey Advisory Group, LLC130,484
0.5% of portfolio›$7.1M
Avidian Wealth Enterprises, LLC124,314
0.2% of portfolio›$6.8M
Cidel Asset Management Inc123,783
0.3% of portfolio›$6.7M
Keybank National Association115,121
0.0% of portfolio›$6.3M
Market Street Wealth Management Advisors LLC107,348
0.8% of portfolio›$5.8M
New England Private Wealth Advisors LLC103,935
0.5% of portfolio›$5.7M
Laurel Wealth Advisors LLC101,312
0.5% of portfolio›$5.5M
Crusonia Wealth Advisors LLC97,984
0.8% of portfolio›$5.3M
Precedent Wealth Partners, LLC93,459
0.8% of portfolio›$5.1M
Curry Webb Wealth Management LLC89,591
2.0% of portfolio›$4.8M
Kestra Advisory Services, LLC82,907
0.0% of portfolio›$4.5M
Unique Wealth Strategies, LLC77,948
1.5% of portfolio›$4.2M
Yoder Wealth Management, Inc.75,245
1.5% of portfolio›$4.1M
Legacy Private Trust Co.74,708
0.2% of portfolio›$4.1M
Forteris Wealth Management Inc.70,261
3.2% of portfolio›$3.8M
KWB Wealth70,078
0.3% of portfolio›$3.8M
Security Financial Services, Inc.61,076
0.4% of portfolio›$3.3M
Sigma Investment Counselors Inc60,560
0.2% of portfolio›$3.3M
Certified Advisory Corp56,301
0.3% of portfolio›$3.1M
Farther Finance Advisors, LLC53,120
0.0% of portfolio›$2.9M
Bell Investment Advisors, Inc50,178
0.4% of portfolio›$2.7M
Sigma Planning Corp48,351
0.1% of portfolio›$2.6M
SigFig Wealth Management, LLC46,482
0.1% of portfolio›$2.5M
JFS Wealth Advisors, LLC45,518
0.1% of portfolio›$2.5M
Sheets Smith Wealth Management44,744
0.3% of portfolio›$2.4M
Navigate Wealth Management, LLC38,545
1.3% of portfolio›$2.1M
MLG Wealth Management DBA Pine Grove Financial Group38,422
0.2% of portfolio›$2.1M
Verum Partners LLC35,513
0.3% of portfolio›$1.9M
Williams & Novak Wealth Management, LLC35,499
1.1% of portfolio›$1.9M
Omni 360 Wealth, Inc.35,360
0.9% of portfolio›$1.9M
West Financial Advisors, LLC35,202
0.3% of portfolio›$1.9M
Modera Wealth Management, LLC35,128
0.0% of portfolio›$1.9M
Vise Technologies, Inc.34,161
0.0% of portfolio›$1.9M
Gateway Investment Advisers LLC33,740
0.0% of portfolio›$1.8M
Plante Moran Financial Advisors, LLC32,645
0.1% of portfolio›$1.8M
Shakespeare Wealth Management, LLC32,438
0.3% of portfolio›$1.8M
Fairman Group, LLC31,749
1.2% of portfolio›$1.7M
Avantax Planning Partners, Inc.31,029
0.0% of portfolio›$1.7M
Diversified Portfolios, Inc.30,825
0.1% of portfolio›$1.7M
Principle Wealth Partners LLC30,570
0.1% of portfolio›$1.7M
Sylvest Advisors, LLC30,354
0.7% of portfolio›$1.7M
Key Capital Management, Inc30,136
0.6% of portfolio›$1.7M
Detalus Advisors, LLC29,810
0.3% of portfolio›$1.6M
Whipplewood Advisors, LLC29,283
1.1% of portfolio›$1.6M
Sterling Financial Planning, Inc.27,602
0.4% of portfolio›$1.5M
Colorado Capital Management, Inc.27,045
0.0% of portfolio›$1.5K
Allen Capital Group, LLC26,823
0.1% of portfolio›$1.5M
Assetmark, Inc24,946
0.0% of portfolio›$1.4M
Intrua Financial, LLC24,943
0.1% of portfolio›$1.4M
EnRich Financial Partners LLC24,644
0.3% of portfolio›$1.3M
Virtus Family Office LLC24,437
1.0% of portfolio›$1.3M
IFP Advisors, Inc24,340
0.0% of portfolio›$1.3M
Farmers & Merchants Investments Inc23,831
0.0% of portfolio›$1.3M
Brighton Jones LLC23,492
0.0% of portfolio›$1.3M
FSA Wealth Partners, Inc.22,625
0.3% of portfolio›$1.2M
City of London Investment Management Co LTD22,360
0.1% of portfolio›$1.2M
WealthPlan Investment Management, LLC21,789
0.1% of portfolio›$1.2M
Kaydan Wealth Management, Inc.20,005
0.4% of portfolio›$1.1M
Summit Place Financial Advisors, LLC20,000
0.5% of portfolio›$1.1M
Lodestar Private Asset Management LLC19,980
0.1% of portfolio›$1.1M
Austin Asset Management Co Inc19,666
0.1% of portfolio›$1.1M
Blake Schutter Theil Wealth Advisors, LLC19,009
0.7% of portfolio›$1.0M
Center for Financial Planning, Inc.18,871
0.1% of portfolio›$1.0M
Oppenheimer & Co Inc18,737
0.0% of portfolio›$1.0M
Almanack Investment Partners, Llc.18,530
0.1% of portfolio›$1.0M
Integrity Alliance, Llc.17,981
0.0% of portfolio›$978.7K
Cooper Financial Group17,831
0.1% of portfolio›$970.5K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management17,546
0.0% of portfolio›$955.0K
Concurrent Investment Advisors, LLC16,279
0.0% of portfolio›$886.1K
Davidson Trust Co16,136
0.3% of portfolio›$878.2K
Capital Investment Advisors, LLC16,029
0.0% of portfolio›$872.5K
Willow Creek Wealth Management Inc.15,805
0.1% of portfolio›$860.3K
Harbor Asset Planning, Inc.15,793
0.6% of portfolio›$859.6K
Discipline Wealth Solutions, LLC15,248
0.1% of portfolio›$829.9K
GSG Advisors LLC15,036
0.2% of portfolio›$818.4K
Quadcap Wealth Management, LLC15,000
0.1% of portfolio›$816.5K
MCF Advisors LLC14,697
0.0% of portfolio›$800.0K
Evergreen Capital Management LLC14,584
0.0% of portfolio›$793.8K
Chicago Partners Investment Group LLC14,574
0.0% of portfolio›$816.9K
Firestone Capital Management14,260
0.1% of portfolio›$776.2K
Fortitude Family Office, LLC14,191
0.1% of portfolio›$772.4K
Integrated Advisors Network LLC13,754
0.0% of portfolio›$748.6K
Chapman Financial Group, LLC13,484
0.5% of portfolio›$733.9K
West Bancorporation Inc12,942
0.3% of portfolio›$704.4K
Trust Co of the South12,650
0.1% of portfolio›$688.5K
Signature Estate & Investment Advisors LLC12,549
0.0% of portfolio›$683.0K
Elevation Point Wealth Partners, LLC12,411
0.0% of portfolio›$675.5K
SC&H Financial Advisors, Inc.12,327
0.1% of portfolio›$671.0K
Morling Financial Advisors, LLC12,194
0.2% of portfolio›$663.7K
Capital Investment Advisory Services, LLC11,971
0.0% of portfolio›$651.6K
Aprio Wealth Management, LLC11,963
0.0% of portfolio›$651.2K
Stage Harbor Financial, LLC11,846
0.4% of portfolio›$644.8K
Revolve Wealth Partners, LLC11,779
0.1% of portfolio›$641.1K
Sovran Advisors, LLC11,755
0.0% of portfolio›$665.0K
Root Financial Partners, LLC11,613
0.0% of portfolio›$632.1K
Koshinski Asset Management, Inc.11,534
0.0% of portfolio›$627.8K
VestGen Advisors, LLC11,526
0.0% of portfolio›$627.4K
CoreCap Advisors, LLC11,485
0.0% of portfolio›$625.1K
Essex Bank11,050
0.1% of portfolio›$601.5K
Diversified Enterprises, LLC10,937
0.0% of portfolio›$595.3K
1900 Wealth Management LLC10,913
0.0% of portfolio›$594.0K
Connecticut Wealth Management, LLC10,866
0.0% of portfolio›$591.4K
Solitude Financial Services10,409
0.2% of portfolio›$566.6K
Valeo Financial Advisors, LLC10,403
0.0% of portfolio›$566.2K
AdvisorNet Financial, Inc10,341
0.0% of portfolio›$575.9K
Parallel Advisors, LLC10,188
0.0% of portfolio›$554.5K
Echo Wealth Management, LLC10,085
0.3% of portfolio›$548.9K
Simon Quick Advisors, LLC10,069
0.0% of portfolio›$548.0K
Truefg, LLC10,016
0.1% of portfolio›$545.2K
Mather Group, Llc.9,969
0.0% of portfolio›$542.6K
Wedmont Private Capital9,961
0.0% of portfolio›$551.4K
CRA Financial Services, LLC9,959
0.1% of portfolio›$542.1K
Spire Wealth Management9,481
0.0% of portfolio›$516.0K
Mission Wealth Management, LP9,437
0.0% of portfolio›$513.7K
Weatherly Asset Management L. P.9,308
0.0% of portfolio›$506.7K
Plancorp, LLC9,168
0.0% of portfolio›$514.6K
Welch Group, LLC9,067
0.0% of portfolio›$493.5K
Citizens Financial Group Inc8,957
0.0% of portfolio›$487.5K
Summit Financial Strategies, Inc.8,861
0.0% of portfolio›$482.3K
Salem Investment Counselors Inc8,800
0.0% of portfolio›$479.0K
Grange Capital, LLC8,800
0.4% of portfolio›$479.0K
Private Trust Co NA8,647
0.0% of portfolio›$470.7K
KCM Investment Advisors LLC8,565
0.0% of portfolio›$466.2K
Kestra Private Wealth Services, LLC8,463
0.0% of portfolio›$460.6K
Elmwood Wealth Management, Inc.8,436
0.1% of portfolio›$459.2K
Claro Advisors Inc.8,210
0.0% of portfolio›$446.9K
Deroy & Devereaux Private Investment Counsel Inc8,002
0.0% of portfolio›$436
Indiana Trust & Investment Management Co7,995
0.1% of portfolio›$435.2K
Syverson Strege & Co7,829
0.1% of portfolio›$426.1K
First Nebraska Trust Co7,815
0.0% of portfolio›$425.4K
Obermeyer Wealth Partners7,740
0.0% of portfolio›$421.3K
Robinson Smith Wealth Advisors LLC7,548
0.3% of portfolio›$410.8K
Blue Fin Capital, Inc.7,473
0.1% of portfolio›$406.8K
Novem Group7,418
0.0% of portfolio›$403.8K
First Pacific Financial7,406
0.0% of portfolio›$403.1K
Global Assets Advisory, LLC7,350
0.1% of portfolio›$405.2K
Soundwatch Capital LLC7,185
0.0% of portfolio›$394.0K
Abacus Wealth Partners, LLC7,074
0.0% of portfolio›$385.0K
Pinnacle Wealth Planning Services, Inc.6,988
0.0% of portfolio›$380.4K
Diversify Advisory Services, LLC6,904
0.0% of portfolio›$387.3K
Diversify Wealth Management, LLC6,904
0.0% of portfolio›$387.3K
Carnegie Investment Counsel6,799
0.0% of portfolio›$370.1K
Busey Bank6,792
0.0% of portfolio›$369.7K
HUB Investment Partners, LLC6,510
0.0% of portfolio›$354.4K
Clarity Wealth Advisors, LLC6,366
0.1% of portfolio›$346.5K
Curated Wealth Partners LLC6,345
0.0% of portfolio›$345.4K
MBA Advisors LLC6,340
0.1% of portfolio›$345.1K
Steph & Co6,273
0.1% of portfolio›$341.4K
Paragon Capital Management Ltd6,240
0.1% of portfolio›$339.6K
WealthBridge Capital Management, LLC6,231
0.1% of portfolio›$339.2K
Mallini Complete Financial Planning LLC6,078
0.2% of portfolio›$330.9K
HCR Wealth Advisors6,000
0.0% of portfolio›$326.6K
Trust Co of Toledo NA6,000
0.0% of portfolio›$326.6K
Compass Financial Management LLC5,951
0.0% of portfolio›$323.9K
Laurel Wealth Planning LLC5,811
0.1% of portfolio›$316.3K
Facet Wealth, Inc.5,689
0.0% of portfolio›$309.7K
Pinnacle Associates LTD5,605
0.0% of portfolio›$305.1K
Breakwater Investment Management5,600
0.1% of portfolio›$304.8K
Trek Financial, LLC5,593
0.0% of portfolio›$304.4K
Lanark Financial, Inc.5,451
0.0% of portfolio›$296.7K
Leonard Rickey Investment Advisors P.L.L.C.5,450
0.0% of portfolio›$296.7K
TD Waterhouse Canada Inc.5,343
0.0% of portfolio›$291.6K
Bond & Devick Financial Network, Inc.5,335
0.1% of portfolio›$290.4K
Midwest Financial Group LLC5,292
0.1% of portfolio›$288.0K
Decision Investments, Inc5,280
0.3% of portfolio›$287.4K
Dynamic Advisor Solutions LLC5,277
0.0% of portfolio›$287.2K
Fermata Advisors, LLC5,243
0.1% of portfolio›$285.4K
Insight Inv LLC5,205
0.1% of portfolio›$283.3K
CapWealth Advisors, LLC5,000
0.0% of portfolio›$272.2K
Hara Capital LLC5,000
0.1% of portfolio›$272.2K
Ferguson Wellman Capital Management, Inc4,990
0.0% of portfolio›$271.6K
RVW Wealth, LLC4,956
0.0% of portfolio›$269.8K
Cherry Tree Wealth Management, LLC4,890
0.1% of portfolio›$266.2K
Woodmont Investment Counsel LLC4,883
0.0% of portfolio›$265.8K
Wesbanco Bank Inc4,860
0.0% of portfolio›$264.5K
Visionary Wealth Advisors4,860
0.0% of portfolio›$264.5K
Center For Asset Management LLC4,807
0.1% of portfolio›$261.6K
Brookstone Capital Management4,790
0.0% of portfolio›$260.7K
PKS Advisory Services, LLC4,752
0.0% of portfolio›$256.7K
Iowa State Bank4,750
0.0% of portfolio›$258.5K
Armor Investment Advisors, LLC4,750
0.1% of portfolio›$258.5K
Lakewood Asset Management LLC4,675
0.1% of portfolio›$254.5K
Graves Light Lenhart Wealth, Inc.4,660
0.0% of portfolio›$253.6K
Csenge Advisory Group4,588
0.0% of portfolio›$249.7K
Fulcrum Wealth Advisors, LLC4,552
0.2% of portfolio›$247.8K
Cogent Strategic Wealth LLC4,500
0.2% of portfolio›$244.9K
Prairiewood Capital, LLC4,491
0.1% of portfolio›$244.4K
Third View Private Wealth, LLC4,379
0.0% of portfolio›$238.3K
First Affirmative Financial Network4,353
0.1% of portfolio›$236.9K
Heritage Investment Group, Inc.4,337
0.0% of portfolio›$236.1K
LexAurum Advisors, LLC4,330
0.0% of portfolio›$235.7K
Level Wealth Management LLC4,321
0.1% of portfolio›$235.2K
Summit Wealth Group LLC / Co4,241
0.0% of portfolio›$230.8K
Pacific Center for Financial Services4,131
0.0% of portfolio›$224.9K
Strategic Blueprint, LLC4,050
0.0% of portfolio›$220.4K
Old Port Advisors3,930
0.0% of portfolio›$213.9K
Kingswood Wealth Advisors, LLC3,926
0.0% of portfolio›$213.7K
Axxcess Wealth Management, LLC3,857
0.0% of portfolio›$209.9K
Flagship Harbor Advisors, LLC3,771
0.0% of portfolio›$205.2K
Oakworth Capital, Inc.3,765
0.0% of portfolio›$204.9K
Thrive Wealth Management, LLC3,750
0.0% of portfolio›$204.1K
Diesslin Group, Inc.3,704
0.1% of portfolio›$201.6K
Maseco LLP3,700
0.0% of portfolio›$201.4K
SJS Investment Consulting Inc.3,535
0.0% of portfolio›$192.4K
Investment Research & Advisory Group, Inc.3,292
0.1% of portfolio›$179.2K
Trellis Wealth Advisors LLC3,220
0.1% of portfolio›$175.3K
Balentine LLC3,112
0.0% of portfolio›$169.4K
Atlantic Edge Private Wealth Management, LLC2,821
0.0% of portfolio›$153.5K
GHP Investment Advisors, Inc.2,743
0.0% of portfolio›$149.3K
Edgemoor Investment Advisors, Inc.2,601
0.0% of portfolio›$141.6K
RMG Wealth Management LLC2,573
0.0% of portfolio›$144.6K
Hoese & Co LLP2,570
0.1% of portfolio›$139.9K
Cullen T Bankers, Inc.2,500
0.0% of portfolio›$136.1K
Marshall & Sterling Wealth Advisors Inc.2,322
0.1% of portfolio›$126.4K
Barrett & Company, Inc.2,185
0.0% of portfolio›$118.9K
Provenance Wealth Advisors, LLC2,079
0.0% of portfolio›$113.2K
Sage Mountain Advisors LLC2,020
0.0% of portfolio›$109.9K
Creative Financial Designs Inc2,014
0.0% of portfolio›$109.6K
Woodard & Co Asset Management Group Inc2,000
0.0% of portfolio›$108.9K
Valley National Advisers Inc1,955
0.0% of portfolio›$106.4K
Blume Capital Management, Inc.1,836
0.0% of portfolio›$100.0K
Elevation Wealth Partners, LLC1,609
0.0% of portfolio›$87.6K
Arlington Trust Co LLC1,550
0.0% of portfolio›$84.4K
Blue Trust, Inc.1,482
0.0% of portfolio›$80.7K
EverSource Wealth Advisors, LLC1,481
0.0% of portfolio›$80.6K
Legacy Bridge, LLC1,450
0.0% of portfolio›$78.9K
Triumph Capital Management1,427
0.0% of portfolio›$77.7K
Signature Resources Capital Management, LLC1,422
0.0% of portfolio›$77.4K
Cornerstone National Bank & Trust Co1,415
0.0% of portfolio›$77.2K
IMG Wealth Management, Inc.1,310
0.0% of portfolio›$71.3K
Downshift Financial, LLC1,305
0.0% of portfolio›$71.0K
Financial Consulate, Inc1,265
0.0% of portfolio›$68.9K
Guardian Partners Inc.1,255
0.0% of portfolio›$68.3K
Washington Trust Advisors, Inc.1,207
0.0% of portfolio›$65.7K
Chilton Capital Management LLC1,136
0.0% of portfolio›$61.8K
High Point Wealth Management, LLC1,072
0.0% of portfolio›$58.3K
Activest Wealth Management1,050
0.0% of portfolio›$57.2K
Avion Wealth993
0.1% of portfolio›$54.0K
Townsend Asset Management Corp960
0.0% of portfolio›$52.3K
Latitude Advisors, LLC930
0.0% of portfolio›$50.6K
Gamma Investing LLC922
0.0% of portfolio›$50.2K
Signaturefd, LLC770
0.0% of portfolio›$41.9K
Beacon Investment Advisory Services, Inc.760
0.0% of portfolio›$41.4K
Buck Wealth Strategies, LLC739
0.0% of portfolio›$40.2K
Lodestone Wealth Management LLC725
0.0% of portfolio›$39.5K
Tsfg, LLC690
0.0% of portfolio›$38
Ashton Thomas Private Wealth, LLC675
0.0% of portfolio›$36.7K
Mosley Wealth Management586
0.0% of portfolio›$32.9K
Versant Capital Management, Inc570
0.0% of portfolio›$31.0K
Asset Dedication, LLC569
0.0% of portfolio›$31.0K
Mascoma Wealth Management LLC536
0.0% of portfolio›$29.2K
McCarley & Cook Financial Planners530
0.0% of portfolio›$28.8K
Align Financial, LLC521
0.0% of portfolio›$28.4K
Godsey & Gibb, Inc465
0.0% of portfolio›$25.3K
Moisand Fitzgerald Tamayo, LLC445
0.0% of portfolio›$24.2K
Wilmington Savings Fund Society, FSB443
0.0% of portfolio›$24.1K
Kroeger Financial Partners439
0.0% of portfolio›$23.9K
Abound Wealth Management434
0.0% of portfolio›$23.6K
Salomon & Ludwin, LLC384
0.0% of portfolio›$20.9K
Ashurst Perkins Coie Trust Co350
0.0% of portfolio›$19.1K
Fairway Wealth LLC345
0.0% of portfolio›$18.8K
Private Wealth Management Group, LLC328
0.0% of portfolio›$17.9K
Reicon Wealth Advisors, LLC300
0.0% of portfolio›$16.3K
Noble Wealth Management PBC300
0.0% of portfolio›$16.3K
Tounjian Advisory Partners, LLC260
0.0% of portfolio›$14.1K
Foster Dykema Cabot & Partners, LLC190
0.0% of portfolio›$10.3K
CX Institutional157
0.0% of portfolio›$9
Markowski Investments115
0.0% of portfolio›$6.3K
Next Level Wealth Planning, LLC100
0.0% of portfolio›$5.4K
Central Pacific Bank - Trust Division99
0.0% of portfolio›$5.4K
Ascentis Independent Advisors25
0.0% of portfolio›$1.4K
Cassaday & Co Wealth Management LLC1
0.0% of portfolio›$55
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
2,732,920$148.8M0.2%ETFLowWaltham, MA2026-11-02
D.A. Davidson & Co.
2,243,176$122.1M0.7%CoreLowGreat Falls, MT2026-10-28
Arbor Investment Advisors, LLC
2,110,657$114.9M13.1%ETFVery LowWinston Salem, NC2026-10-26
Berman McAleer LLC
1,544,416$84.1M9.8%ETFVery LowTimonium, MD2026-10-16
RFG Advisory, LLC
1,089,241$59.3M0.8%ETFMediumBirmingham, AL2026-11-03
Wealth Enhancement Advisory Services, LLC
904,098$50.1M0.1%CoreLowPlymouth, MN2026-10-13
Garrett Wealth Advisory Group, LLC
803,341$43.7M6.6%ETFVery LowWeatherford, TX2026-10-22
AlphaCore Capital LLC
739,120$40.2M0.6%ETFLowLa Jolla, CA2026-11-04
Grimes & Co Wealth Management, LLC
688,303$37.5M0.9%CoreLowWestborough, MA2026-10-29
Pinnacle Financial Group, LLC / IL
647,428$35.2M8.5%ETFVery LowWestern Springs, IL2026-10-29
Klingman & Associates, LLC
610,759$33.2M1.4%ETFVery LowNew York, NY2026-10-20
Charter Capital Management, Llc\de
601,286$32.7M14.9%ETFVery LowBrookfield, WI2026-10-28
Cambridge Investment Research Advisors, Inc.
582,653$31.7M0.2%ETFLowFairfield, IA2026-11-02
Charles Schwab Trust Co
577,019$31.4M1.8%ETFLowHenderson, NV2026-10-15
Truist Financial Corp
554,451$30.2M0.0%CoreLowCharlotte, NC2026-10-30
Boyum Wealth Architects LLC
527,580$28.9M11.8%ETFLowBloomington, MN2026-10-06
Saxon Interests, Inc.
516,197$28.1M9.7%ETFMediumHouston, TX2026-10-26
Forvis Mazars Wealth Advisors, LLC
462,286$25.2M0.4%ETFVery LowSpringfield, MO2026-10-13
Cornerstone Wealth Management, LLC
448,371$24.4M1.0%ETFVery LowSt. Peters, MO2026-11-04
Breakwater Capital Group
440,276$24.0M2.8%ETFLowParamus, NJ2026-10-09
Flynn Zito Capital Management, LLC
431,498$23.5M6.2%ETFLowGarden City, NY2026-11-04
Pettinga Financial Advisors LLC
399,980$21.8M3.6%ETFMediumEvansville, IN2026-10-13
Goodman Advisory Group, LLC
354,765$19.3M4.4%GrowthHighNeedham, MA2026-11-02
Montz Harcus Wealth Management LLC
354,137$19.3M6.8%ETFVery LowNew Orleans, LA2026-10-09
HB Wealth Management, LLC
337,890$18.4M0.1%IndexVery LowAtlanta, GA2026-10-23
Baker Ellis Asset Management LLC
316,149$17.2M1.9%GARPVery LowVancouver, WA2026-10-14
Creative Planning
314,877$17.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Ted Buchan & Co
314,378$17.1M5.6%ETFLowSan Diego, CA2026-10-23
Choreo, LLC
314,091$17.1M0.2%IndexLowRockford, IL2026-10-28
Stonebridge Financial Group, LLC
263,294$14.3M1.1%ETFMediumWormleysburg, PA2026-10-01
Rodgers & Associates, LTD
219,096$11.9M1.1%ETFVery LowLancaster, PA2026-10-20
Jnba Financial Advisors
203,075$11.1M0.8%ETFMediumBloomington, MN2026-11-03
Perigon Wealth Management, LLC
201,415$11.0M0.2%GrowthLowSan Francisco, CA2026-10-22
Arlington Financial Advisors, LLC
183,173$10.0M1.3%ETFMediumSanta Barbara, CA2026-10-19
Woodside Wealth Management LLC
178,000$9.7M6.6%ETFVery LowFramingham, MA2026-10-16
Bouvel Investment Partners, LLC
176,416$9.6M2.2%Agg GrowthMediumPhoenixville, PA2026-10-13
Marion Wealth Management
173,255$9.4M1.9%ETFVery LowMonroeville, PA2026-10-22
Resonant Capital Advisors, LLC
170,207$9.3M0.4%ETFLowMadison, WI2026-10-15
Mowery & Schoenfeld Wealth Management, LLC
156,731$8.5M9.5%GrowthMediumLincolnshire, IL2026-10-28
Lido Advisors, LLC
135,963$7.4M0.0%GrowthLowLos Angeles, CA2026-11-04
Johnson & White Wealth Management, LLC
135,885$7.4M2.7%ETFVery LowYork, PA2026-11-03
Creative Capital Management Investments LLC
133,043$7.2M1.6%ETFLowSan Diego, CA2026-10-28
Intelligence Driven Advisers, LLC
131,550$7.2M1.2%ETFLowCarlsbad, CA2026-10-09
Journey Advisory Group, LLC
130,484$7.1M0.5%CoreMediumCovington, KY2026-11-04
Avidian Wealth Enterprises, LLC
124,314$6.8M0.2%ETFLowHouston, TX2026-10-08
Cidel Asset Management Inc
123,783$6.7M0.3%CoreMediumToronto, Australia2026-10-29
Keybank National Association
115,121$6.3M0.0%CoreLowBrooklyn, OH2026-11-04
Market Street Wealth Management Advisors LLC
107,348$5.8M0.8%ETFMediumIndianapolis, IN2026-10-09
New England Private Wealth Advisors LLC
103,935$5.7M0.5%ETFVery LowWellesley, MA2026-10-19
Laurel Wealth Advisors LLC
101,312$5.5M0.5%CoreVery LowCharlotte, NC2026-10-27
Crusonia Wealth Advisors LLC
97,984$5.3M0.8%ETFVery LowDenver, CO2026-10-26
Precedent Wealth Partners, LLC
93,459$5.1M0.8%ETFMediumHouston, TX2026-10-21
Curry Webb Wealth Management LLC
89,591$4.8M2.0%ETFLowIndianapolis, IN2026-10-22
Kestra Advisory Services, LLC
82,907$4.5M0.0%CoreLowAustin, TX2026-11-02
Unique Wealth Strategies, LLC
77,948$4.2M1.5%CoreMediumBurr Ridge, IL2026-10-13
Yoder Wealth Management, Inc.
75,245$4.1M1.5%ETFLowWalnut Creek, CA2026-10-13
Legacy Private Trust Co.
74,708$4.1M0.2%ETFLowNeenah, WI2026-10-06
Forteris Wealth Management Inc.
70,261$3.8M3.2%ETFVery LowArmonk, NY2026-10-13
KWB Wealth
70,078$3.8M0.3%ETFMediumRedlands, CA2026-10-16
Security Financial Services, Inc.
61,076$3.3M0.4%ETFMediumFort Wayne, IN2026-10-29
Sigma Investment Counselors Inc
60,560$3.3M0.2%ETFLowNorthville, MI2026-10-27
Certified Advisory Corp
56,301$3.1M0.3%ETFLowAltamonte Springs, FL2026-10-29
Farther Finance Advisors, LLC
53,120$2.9M0.0%IndexLowSan Francisco, CA2026-10-08
Bell Investment Advisors, Inc
50,178$2.7M0.4%ETFVery LowOrinda, CA2026-10-29
Sigma Planning Corp
48,351$2.6M0.1%GrowthMediumAnn Arbor, MI2026-10-23
SigFig Wealth Management, LLC
46,482$2.5M0.1%ETFLowSan Francisco, CA2026-10-07
JFS Wealth Advisors, LLC
45,518$2.5M0.1%ETFVery LowHermitage, PA2026-11-03
Sheets Smith Wealth Management
44,744$2.4M0.3%CoreLowWinston-Salem, NC2026-10-16
Navigate Wealth Management, LLC
38,545$2.1M1.3%ETFLowBirmingham, AL2026-10-14
MLG Wealth Management DBA Pine Grove Financial Group
38,422$2.1M0.2%ETFMediumWoodbury, MN2026-10-13
Verum Partners LLC
35,513$1.9M0.3%ETFLowCharlotte, NC2026-10-21
Williams & Novak Wealth Management, LLC
35,499$1.9M1.1%ETFMediumWestlake Village, CA2026-10-09
Omni 360 Wealth, Inc.
35,360$1.9M0.9%ETFLowPlainsboro, NJ2026-10-13
West Financial Advisors, LLC
35,202$1.9M0.3%ETFLowDes Moines, IA2026-10-22
Modera Wealth Management, LLC
35,128$1.9M0.0%ETFVery LowWestwood, NJ2026-10-28
Vise Technologies, Inc.
34,161$1.9M0.0%IndexLowNew York, NY2026-10-29
Gateway Investment Advisers LLC
33,740$1.8M0.0%GrowthLowCincinnati, OH2026-10-13
Plante Moran Financial Advisors, LLC
32,645$1.8M0.1%ETFVery LowSouthfield, MI2026-11-04
Shakespeare Wealth Management, LLC
32,438$1.8M0.3%ETFMediumPewaukee, WI2026-10-28
Fairman Group, LLC
31,749$1.7M1.2%ETFLowChesterbrook, PA2026-10-26
Avantax Planning Partners, Inc.
31,029$1.7M0.0%ETFLowDubuque, IA2026-11-03
Diversified Portfolios, Inc.
30,825$1.7M0.1%ETFLowBloomfield Hills, MI2026-11-04
Principle Wealth Partners LLC
30,570$1.7M0.1%CoreVery LowMadison, CT2026-11-02
Sylvest Advisors, LLC
30,354$1.7M0.7%ETFMediumDallas, TX2026-10-26
Key Capital Management, Inc
30,136$1.7M0.6%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Detalus Advisors, LLC
29,810$1.6M0.3%ETFLowSt. Louis, MO2026-10-15
Whipplewood Advisors, LLC
29,283$1.6M1.1%ETFLowLittleton, CO2026-10-20
Sterling Financial Planning, Inc.
27,602$1.5M0.4%ETFVery LowSparta, NJ2026-10-28
Colorado Capital Management, Inc.
27,045$1.5K0.0%ETFVery LowBoulder, CO2026-10-15
Allen Capital Group, LLC
26,823$1.5M0.1%CoreLowGrand Island, NE2026-10-27
Assetmark, Inc
24,946$1.4M0.0%ETFLowConcord, CA2026-10-21
Intrua Financial, LLC
24,943$1.4M0.1%ETFMediumHouston, TX2026-10-28
EnRich Financial Partners LLC
24,644$1.3M0.3%ETFVery LowMadison, WI2026-10-21
Virtus Family Office LLC
24,437$1.3M1.0%Deep ValueMediumEl Paso, TX2026-10-30
IFP Advisors, Inc
24,340$1.3M0.0%GrowthLowTampa, FL2026-10-16
Farmers & Merchants Investments Inc
23,831$1.3M0.0%CoreVery LowLincoln, NE2026-10-22
Brighton Jones LLC
23,492$1.3M0.0%CoreVery LowSeattle, WA2026-11-03
FSA Wealth Partners, Inc.
22,625$1.2M0.3%ETFHighRockville, MD2026-10-26
City of London Investment Management Co LTD
22,360$1.2M0.1%YieldMediumLondon, United Kingdom2026-10-30
WealthPlan Investment Management, LLC
21,789$1.2M0.1%GrowthMediumOmaha, NE2026-10-15
Kaydan Wealth Management, Inc.
20,005$1.1M0.4%ETFMediumFenton, MI2026-10-08
Summit Place Financial Advisors, LLC
20,000$1.1M0.5%CoreMediumSummit, NJ2026-10-23
Lodestar Private Asset Management LLC
19,980$1.1M0.1%ETFLowAlamo, CA2026-10-26
Austin Asset Management Co Inc
19,666$1.1M0.1%ETFVery LowAustin, TX2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
19,009$1.0M0.7%ETFLowDayton, OH2026-11-02
Center for Financial Planning, Inc.
18,871$1.0M0.1%ETFLowSouthfied, MI2026-10-26
Oppenheimer & Co Inc
18,737$1.0M0.0%CoreLowNew York, NY2026-10-26
Almanack Investment Partners, Llc.
18,530$1.0M0.1%ETFMediumNewtown Square, PA2026-11-03
Integrity Alliance, Llc.
17,981$978.7K0.0%ETFMediumUrbandale, IA2026-10-29
Cooper Financial Group
17,831$970.5K0.1%GrowthMediumIrvine, CA2026-10-07
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
17,546$955.0K0.0%GrowthVery LowSeattle, WA2026-10-27
Concurrent Investment Advisors, LLC
16,279$886.1K0.0%GrowthMediumTampa, FL2026-10-16
Davidson Trust Co
16,136$878.2K0.3%CoreLowSeattle, WA2026-10-09
Capital Investment Advisors, LLC
16,029$872.5K0.0%CoreLowAtlanta, GA2026-10-22
Willow Creek Wealth Management Inc.
15,805$860.3K0.1%ETFVery LowSebastopol, CA2026-10-26
Harbor Asset Planning, Inc.
15,793$859.6K0.6%ETFVery LowBelmont, MA2026-10-23
Discipline Wealth Solutions, LLC
15,248$829.9K0.1%ETFLowGreenville, SC2026-10-14
GSG Advisors LLC
15,036$818.4K0.2%ETFVery LowMount Laurel, NJ2026-11-03
Quadcap Wealth Management, LLC
15,000$816.5K0.1%ETFLowFrisco, TX2026-11-02
MCF Advisors LLC
14,697$800.0K0.0%ETFLowLexington, KY2026-10-28
Evergreen Capital Management LLC
14,584$793.8K0.0%GARPMediumBellevue, WA2026-10-23
Chicago Partners Investment Group LLC
14,574$816.9K0.0%GARPLowChicago, IL2026-10-27
Firestone Capital Management
14,260$776.2K0.1%ETFVery LowSouth Miami, FL2026-11-03
Fortitude Family Office, LLC
14,191$772.4K0.1%ETFMediumScottsdale, AZ2026-10-14
Integrated Advisors Network LLC
13,754$748.6K0.0%GrowthMediumDallas, TX2026-10-20
Chapman Financial Group, LLC
13,484$733.9K0.5%CoreVery LowHonolulu, HI2026-10-26
West Bancorporation Inc
12,942$704.4K0.3%ETFLowWest Des Moines, IA2026-10-29
Trust Co of the South
12,650$688.5K0.1%ETFLowGreensboro, NC2026-10-21
Signature Estate & Investment Advisors LLC
12,549$683.0K0.0%ETFMediumLos Angeles, CA2026-10-13
Elevation Point Wealth Partners, LLC
12,411$675.5K0.0%CoreHighDenver, CO2026-11-05
SC&H Financial Advisors, Inc.
12,327$671.0K0.1%ETFVery LowHunt Valley, MD2026-10-14
Morling Financial Advisors, LLC
12,194$663.7K0.2%ETFLowFremont, CA2026-10-28
Capital Investment Advisory Services, LLC
11,971$651.6K0.0%CoreMediumRaleigh, NC2026-10-30
Aprio Wealth Management, LLC
11,963$651.2K0.0%ETFMediumAtlanta, GA2026-10-28
Stage Harbor Financial, LLC
11,846$644.8K0.4%ETFVery LowWestwood, MA2026-11-03
Revolve Wealth Partners, LLC
11,779$641.1K0.1%ETFVery LowHackensack, NJ2026-10-23
Sovran Advisors, LLC
11,755$665.0K0.0%ETFMediumSan Diego, CA2026-11-02
Root Financial Partners, LLC
11,613$632.1K0.0%ETFMediumEncinitas, CA2026-10-21
Koshinski Asset Management, Inc.
11,534$627.8K0.0%ETFLowDecatur, IL2026-10-29
VestGen Advisors, LLC
11,526$627.4K0.0%GrowthMediumChicago, IL2026-10-27
CoreCap Advisors, LLC
11,485$625.1K0.0%ETFMediumSouthfield, MI2026-10-08
Essex Bank
11,050$601.5K0.1%CoreLowEssex, CT2026-10-16
Diversified Enterprises, LLC
10,937$595.3K0.0%ETFVery LowWilmington, DE2026-10-19
1900 Wealth Management LLC
10,913$594.0K0.0%ETFLowSan Antonio, TX2026-10-13
Connecticut Wealth Management, LLC
10,866$591.4K0.0%ETFLowFarmington, CT2026-10-13
Solitude Financial Services
10,409$566.6K0.2%ETFVery LowCharlottesville, VA2026-10-26
Valeo Financial Advisors, LLC
10,403$566.2K0.0%ETFLowCarmel, IN2026-10-08
AdvisorNet Financial, Inc
10,341$575.9K0.0%ETFLowMinnetonka, MN2026-10-15
Parallel Advisors, LLC
10,188$554.5K0.0%IndexLowSan Francisco, CA2026-11-03
Echo Wealth Management, LLC
10,085$548.9K0.3%ETFLowPlymouth, MN2026-10-15
Simon Quick Advisors, LLC
10,069$548.0K0.0%ETFLowMorristown, NJ2026-10-26
Truefg, LLC
10,016$545.2K0.1%ETFVery LowCedar Park, TX2026-10-15
Mather Group, Llc.
9,969$542.6K0.0%ETFMediumChicago, IL2026-10-14
Wedmont Private Capital
9,961$551.4K0.0%IndexVery LowWest Chester, PA2026-10-09
CRA Financial Services, LLC
9,959$542.1K0.1%ETFVery LowNorthfield, NJ2026-10-16
Spire Wealth Management
9,481$516.0K0.0%GrowthMediumMclean, VA2026-10-30
Mission Wealth Management, LP
9,437$513.7K0.0%ETFLowSanta Barbara, CA2026-10-15
Weatherly Asset Management L. P.
9,308$506.7K0.0%GrowthVery LowDel Mar, CA2026-10-20
Plancorp, LLC
9,168$514.6K0.0%ETFLowSaint Louis, MO2026-11-03
Welch Group, LLC
9,067$493.5K0.0%CoreVery LowBirmingham, AL2026-10-29
Citizens Financial Group Inc
8,957$487.5K0.0%GrowthLowProvidence, RI2026-10-23
Summit Financial Strategies, Inc.
8,861$482.3K0.0%ETFLowColumbus, OH2026-10-14
Salem Investment Counselors Inc
8,800$479.0K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Grange Capital, LLC
8,800$479.0K0.4%GrowthMediumBeaverton, OR2026-10-20
Private Trust Co NA
8,647$470.7K0.0%CoreLowCleveland, OH2026-10-20
KCM Investment Advisors LLC
8,565$466.2K0.0%CoreVery LowGreenbrae, CA2026-10-27
Kestra Private Wealth Services, LLC
8,463$460.6K0.0%GrowthLowAustin, TX2026-10-30
Elmwood Wealth Management, Inc.
8,436$459.2K0.1%ETFLowBerkeley, CA2026-10-14
Claro Advisors Inc.
8,210$446.9K0.0%CoreLowBoston, MA2026-11-02
Deroy & Devereaux Private Investment Counsel Inc
8,002$4360.0%ValueMediumBloomfield Hills, MI2026-10-26
Indiana Trust & Investment Management Co
7,995$435.2K0.1%GrowthLowMishawaka, IN2026-10-22
Syverson Strege & Co
7,829$426.1K0.1%ETFVery LowWest Des Moines, IA2026-11-02
First Nebraska Trust Co
7,815$425.4K0.0%CoreVery LowLincoln, NE2026-10-30
Obermeyer Wealth Partners
7,740$421.3K0.0%GrowthLowAspen, CO2026-10-21
Robinson Smith Wealth Advisors LLC
7,548$410.8K0.3%ETFLowSouth Portland, ME2026-10-22
Blue Fin Capital, Inc.
7,473$406.8K0.1%GrowthVery LowWarren, RI2026-10-28
Novem Group
7,418$403.8K0.0%ETFMediumRochester, NY2026-10-19
First Pacific Financial
7,406$403.1K0.0%ETFLowVancouver, WA2026-10-14
Global Assets Advisory, LLC
7,350$405.2K0.1%GrowthHighOrlando, FL2026-10-28
Soundwatch Capital LLC
7,185$394.0K0.0%ETFVery LowDallas, TX2026-11-04
Abacus Wealth Partners, LLC
7,074$385.0K0.0%ETFLowSanta Monica, CA2026-11-03
Pinnacle Wealth Planning Services, Inc.
6,988$380.4K0.0%GARPLowMansfield, OH2026-10-27
Diversify Advisory Services, LLC
6,904$387.3K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
6,904$387.3K0.0%GrowthMediumSandy, UT2026-10-20
Carnegie Investment Counsel
6,799$370.1K0.0%CoreLowPepper Pike, OH2026-10-20
Busey Bank
6,792$369.7K0.0%GrowthVery LowUrbana, IL2026-10-26
HUB Investment Partners, LLC
6,510$354.4K0.0%GrowthLowAustin, TX2026-11-03
Clarity Wealth Advisors, LLC
6,366$346.5K0.1%ETFVery LowSan Jose, CA2026-10-21
Curated Wealth Partners LLC
6,345$345.4K0.0%GARPLowEl Segundo, CA2026-10-15
MBA Advisors LLC
6,340$345.1K0.1%ETFLowHermitage, PA2026-10-29
Steph & Co
6,273$341.4K0.1%ETFLowMarinette, WI2026-10-07
Paragon Capital Management Ltd
6,240$339.6K0.1%CoreVery LowDenver, CO2026-10-09
WealthBridge Capital Management, LLC
6,231$339.2K0.1%ETFLowWesterville, OH2026-10-16
Mallini Complete Financial Planning LLC
6,078$330.9K0.2%ETFMediumGainesville, FL2026-10-06
HCR Wealth Advisors
6,000$326.6K0.0%GrowthLowLos Angeles, CA2026-10-15
Trust Co of Toledo NA
6,000$326.6K0.0%GrowthVery LowHolland, OH2026-10-16
Compass Financial Management LLC
5,951$323.9K0.0%CoreN/ATampa, FL2026-10-30
Laurel Wealth Planning LLC
5,811$316.3K0.1%ETFLowEdina, MN2026-11-02
Facet Wealth, Inc.
5,689$309.7K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Pinnacle Associates LTD
5,605$305.1K0.0%CoreLowNew York, NY2026-10-20
Breakwater Investment Management
5,600$304.8K0.1%ETFLowSeattle, WA2026-10-20
Trek Financial, LLC
5,593$304.4K0.0%ETFHighScottsdale, AZ2026-10-29
Lanark Financial, Inc.
5,451$296.7K0.0%CoreMediumBirmingham, AL2026-10-26
Leonard Rickey Investment Advisors P.L.L.C.
5,450$296.7K0.0%ETFLowYakima, WA2026-10-29
TD Waterhouse Canada Inc.
5,343$291.6K0.0%CoreLowToronto, Australia2026-10-16
Bond & Devick Financial Network, Inc.
5,335$290.4K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
Midwest Financial Group LLC
5,292$288.0K0.1%ETFLowOverland Park, KS2026-10-15
Decision Investments, Inc
5,280$287.4K0.3%GrowthLowSan Diego, CA2026-10-07
Dynamic Advisor Solutions LLC
5,277$287.2K0.0%ETFLowPhoenix, AZ2026-10-13
Fermata Advisors, LLC
5,243$285.4K0.1%ETFLowSonoma, CA2026-10-13
Insight Inv LLC
5,205$283.3K0.1%CoreVery LowEl Segundo, CA2026-10-27
CapWealth Advisors, LLC
5,000$272.2K0.0%CoreLowFranklin, TN2026-10-05
Hara Capital LLC
5,000$272.2K0.1%Deep ValueMediumBellevue, WA2026-10-30
Ferguson Wellman Capital Management, Inc
4,990$271.6K0.0%CoreLowPortland, OR2026-10-05
RVW Wealth, LLC
4,956$269.8K0.0%ETFVery LowLos Angeles, CA2026-10-06
Cherry Tree Wealth Management, LLC
4,890$266.2K0.1%ETFVery LowMinnetonka, MN2026-10-15
Woodmont Investment Counsel LLC
4,883$265.8K0.0%GARPVery LowNashville, TN2026-10-29
Wesbanco Bank Inc
4,860$264.5K0.0%CoreLowWheeling, WV2026-11-04
Visionary Wealth Advisors
4,860$264.5K0.0%ETFLowO'Fallon, IL2026-11-04
Center For Asset Management LLC
4,807$261.6K0.1%ETFMediumPalm Beach Gardens, FL2026-10-16
Brookstone Capital Management
4,790$260.7K0.0%ETFMediumWheaton, IL2026-10-22
PKS Advisory Services, LLC
4,752$256.7K0.0%ETFMediumAlbany, NY2026-10-26
Iowa State Bank
4,750$258.5K0.0%CoreLowUrbandale, IA2026-10-06
Armor Investment Advisors, LLC
4,750$258.5K0.1%ETFLowRaleigh, NC2026-10-27
Lakewood Asset Management LLC
4,675$254.5K0.1%ValueLowNaperville, IL2026-10-26
Graves Light Lenhart Wealth, Inc.
4,660$253.6K0.0%ETFVery LowHarrisonburg, VA2026-10-09
Csenge Advisory Group
4,588$249.7K0.0%ETFMediumClearwater, FL2026-11-04
Fulcrum Wealth Advisors, LLC
4,552$247.8K0.2%GrowthMediumBellevue, WA2026-10-16
Cogent Strategic Wealth LLC
4,500$244.9K0.2%ETFLowChicago, IL2026-10-22
Prairiewood Capital, LLC
4,491$244.4K0.1%ETFVery LowFargo, ND2026-10-16
Third View Private Wealth, LLC
4,379$238.3K0.0%GrowthLowWestport, CT2026-10-30
First Affirmative Financial Network
4,353$236.9K0.1%CoreN/AColorado Springs, CO2026-10-21
Heritage Investment Group, Inc.
4,337$236.1K0.0%ETFVery LowPompano Beach, FL2026-11-03
LexAurum Advisors, LLC
4,330$235.7K0.0%ETFLowOverland Park, KS2026-10-19
Level Wealth Management LLC
4,321$235.2K0.1%ETFVery LowGreensboro, NC2026-10-23
Summit Wealth Group LLC / Co
4,241$230.8K0.0%ETFHighColorado Springs, CO2026-10-29
Pacific Center for Financial Services
4,131$224.9K0.0%ETFMediumDanville, CA2026-10-15
Strategic Blueprint, LLC
4,050$220.4K0.0%ETFLowAtlanta, GA2026-10-22
Old Port Advisors
3,930$213.9K0.0%GARPLowPortland, ME2026-10-23
Kingswood Wealth Advisors, LLC
3,926$213.7K0.0%GrowthLowSan Diego, CA2026-10-23
Axxcess Wealth Management, LLC
3,857$209.9K0.0%CoreLowCarlsbad, CA2026-10-21
Flagship Harbor Advisors, LLC
3,771$205.2K0.0%ETFMediumBoston, MA2026-10-26
Oakworth Capital, Inc.
3,765$204.9K0.0%ETFLowBirmingham, AL2026-10-26
Thrive Wealth Management, LLC
3,750$204.1K0.0%ETFVery LowAudubon, PA2026-10-13
Diesslin Group, Inc.
3,704$201.6K0.1%ETFMediumFort Worth, TX2026-10-14
Maseco LLP
3,700$201.4K0.0%ETFVery LowLondon, United Kingdom2026-10-27
SJS Investment Consulting Inc.
3,535$192.4K0.0%ETFVery LowSylvania, OH2026-10-26
Investment Research & Advisory Group, Inc.
3,292$179.2K0.1%GrowthVery LowAtlanta, GA2026-10-19
Trellis Wealth Advisors LLC
3,220$175.3K0.1%ETFVery LowSan Luis Obispo, CA2026-10-19
Balentine LLC
3,112$169.4K0.0%ETFLowAtlanta, GA2026-11-03
Atlantic Edge Private Wealth Management, LLC
2,821$153.5K0.0%CoreLowJacksonville, FL2026-10-20
GHP Investment Advisors, Inc.
2,743$149.3K0.0%CoreVery LowDenver, CO2026-10-15
Edgemoor Investment Advisors, Inc.
2,601$141.6K0.0%CoreVery LowBethesda, MD2026-11-03
RMG Wealth Management LLC
2,573$144.6K0.0%ETFVery HighPlatteville, WI2026-10-26
Hoese & Co LLP
2,570$139.9K0.1%ETFLowGlencoe, MN2026-10-21
Cullen T Bankers, Inc.
2,500$136.1K0.0%GrowthLowSan Antonio, TX2026-10-28
Marshall & Sterling Wealth Advisors Inc.
2,322$126.4K0.1%ETFMediumPoughkeepsie, NY2026-10-28
Barrett & Company, Inc.
2,185$118.9K0.0%ETFLowProvidence, RI2026-10-22
Provenance Wealth Advisors, LLC
2,079$113.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Sage Mountain Advisors LLC
2,020$109.9K0.0%ETFLowAtlanta, GA2026-11-02
Creative Financial Designs Inc
2,014$109.6K0.0%ETFMediumKokomo, IN2026-11-04
Woodard & Co Asset Management Group Inc
2,000$108.9K0.0%ETFMediumBermuda Run, NC2026-11-03
Valley National Advisers Inc
1,955$106.4K0.0%ETFLowBethlehem, PA2026-10-23
Blume Capital Management, Inc.
1,836$100.0K0.0%CoreMediumBerkeley, CA2026-10-26
Elevation Wealth Partners, LLC
1,609$87.6K0.0%ETFLowWalnut Creek, CA2026-10-07
Arlington Trust Co LLC
1,550$84.4K0.0%ETFMediumBirmingham, AL2026-10-20
Blue Trust, Inc.
1,482$80.7K0.0%ETFLowBrentwood, TN2026-10-15
EverSource Wealth Advisors, LLC
1,481$80.6K0.0%CoreMediumBirmingham, AL2026-11-04
Legacy Bridge, LLC
1,450$78.9K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Triumph Capital Management
1,427$77.7K0.0%ETFMediumDenver, CO2026-10-14
Signature Resources Capital Management, LLC
1,422$77.4K0.0%ETFLowNewport Beach, CA2026-10-16
Cornerstone National Bank & Trust Co
1,415$77.2K0.0%ETFMediumPalatine, IL2026-10-20
IMG Wealth Management, Inc.
1,310$71.3K0.0%ETFMediumJacksonville, FL2026-10-27
Downshift Financial, LLC
1,305$71.0K0.0%ETFLowBoulder, CO2026-10-13
Financial Consulate, Inc
1,265$68.9K0.0%ETFLowHunt Valley, MD2026-10-23
Guardian Partners Inc.
1,255$68.3K0.0%ValueMediumToronto, South Africa2026-10-21
Washington Trust Advisors, Inc.
1,207$65.7K0.0%GrowthLowWellesley, MA2026-10-22
Chilton Capital Management LLC
1,136$61.8K0.0%GrowthMediumHouston, TX2026-10-28
High Point Wealth Management, LLC
1,072$58.3K0.0%ETFLowChester, NJ2026-11-05
Activest Wealth Management
1,050$57.2K0.0%ETFLowAventura, FL2026-10-15
Avion Wealth
993$54.0K0.1%ETFLowThe Woodlands, TX2026-11-04
Townsend Asset Management Corp
960$52.3K0.0%CoreLowRaleigh, NC2026-10-29
Latitude Advisors, LLC
930$50.6K0.0%ETFLowYorkville, IL2026-10-27
Gamma Investing LLC
922$50.2K0.0%IndexVery LowFoster City, CA2026-10-08
Signaturefd, LLC
770$41.9K0.0%IndexLowAtlanta, GA2026-10-23
Beacon Investment Advisory Services, Inc.
760$41.4K0.0%GrowthLowMorristown, NJ2026-10-13
Buck Wealth Strategies, LLC
739$40.2K0.0%ValueMediumDenver, CO2026-10-28
Lodestone Wealth Management LLC
725$39.5K0.0%CoreLowSpokane, WA2026-10-14
Tsfg, LLC
690$380.0%ETFLowLake Forest, IL2026-10-23
Ashton Thomas Private Wealth, LLC
675$36.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Mosley Wealth Management
586$32.9K0.0%ETFHighAnaheim, CA2026-10-16
Versant Capital Management, Inc
570$31.0K0.0%GARPLowPhoenix, AZ2026-10-02
Asset Dedication, LLC
569$31.0K0.0%ETFLowSan Francisco, CA2026-11-03
Mascoma Wealth Management LLC
536$29.2K0.0%ETFVery LowHanover, NH2026-10-23
McCarley & Cook Financial Planners
530$28.8K0.0%ETFLowCincinnati, OH2026-10-21
Align Financial, LLC
521$28.4K0.0%ETFVery LowHermantown, MN2026-10-16
Godsey & Gibb, Inc
465$25.3K0.0%CoreLowRichmond, VA2026-10-14
Moisand Fitzgerald Tamayo, LLC
445$24.2K0.0%ETFVery LowOrlando, FL2026-10-15
Wilmington Savings Fund Society, FSB
443$24.1K0.0%CoreLowWilmington, DE2026-10-23
Kroeger Financial Partners
439$23.9K0.0%ETFN/AGrass Valley, CA2026-10-19
Abound Wealth Management
434$23.6K0.0%ETFVery LowFranklin, TN2026-10-26
Salomon & Ludwin, LLC
384$20.9K0.0%ETFVery LowRichmond, VA2026-10-29
Ashurst Perkins Coie Trust Co
350$19.1K0.0%CoreVery LowSeattle, WA2026-10-15
Fairway Wealth LLC
345$18.8K0.0%ETFLowIndependence, OH2026-10-30
Private Wealth Management Group, LLC
328$17.9K0.0%ETFLowPrinceton, NJ2026-10-19
Reicon Wealth Advisors, LLC
300$16.3K0.0%ETFLowAtlanta, GA2026-11-04
Noble Wealth Management PBC
300$16.3K0.0%YieldMediumGreenwood Village, CO2026-10-01
Tounjian Advisory Partners, LLC
260$14.1K0.0%GrowthHighFort Myers, FL2026-11-04
Foster Dykema Cabot & Partners, LLC
190$10.3K0.0%GrowthLowWaltham, MA2026-10-30
CX Institutional
157$90.0%CoreMediumAuburn, IN2026-10-02
Markowski Investments
115$6.3K0.0%ETFN/ATampa, FL2026-10-30
Next Level Wealth Planning, LLC
100$5.4K0.0%ETFVery LowMeridian, ID2026-10-29
Central Pacific Bank - Trust Division
99$5.4K0.0%CoreMediumHonolulu, HI2026-10-06
Ascentis Independent Advisors
25$1.4K0.0%ETFLowDallas, TX2026-11-03
Cassaday & Co Wealth Management LLC
1$550.0%ETFVery LowMclean, VA2026-10-27